Dimensional ETF Trust - DFUS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
PRUDENTIAL FINANCIAL INC History Reduced 44,472,700 3,298,540 3.98% 4.36% 1 -6,168,846 -12.18% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 2,261,962 2,261,962 1.31% — 2 +2,261,962 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 9,261,059 686,892 0.78% 1.08% 3 +62,934 0.68% Q4 2025 Feb 13, 2026
MASECO LLP History Reduced 7,460,195 553,136 24.08% 26.46% 4 -77,103 -1.02% Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History Added to 5,320,698 394,636 20.17% 20.36% 5 +759,253 16.65% Q4 2025 Feb 10, 2026
Index Fund Advisors, Inc. History Reduced 4,952,650 367,338 17.24% 17.55% 6 -40,206 -0.81% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 4,742,037 351,716 6.89% 3.62% 7 +3,398,120 252.85% Q4 2025 Feb 11, 2026
Plancorp, LLC History Reduced 4,504,583 334,104 10.1% 10.39% 8 -67,657 -1.48% Q4 2025 Feb 05, 2026
SAX WEALTH ADVISORS, LLC History Added to 3,874,407 287,364 13.52% 13.89% 9 +307,634 8.62% Q4 2025 Jan 12, 2026
LPL Financial LLC History Added to 3,601,852 267,149 0.07% 0.08% 10 +48,277 1.36% Q4 2025 Feb 11, 2026
Creative Planning History Reduced 3,426,182 254,119 0.18% 0.19% 11 -31,307 -0.91% Q4 2025 Feb 17, 2026
TCI Wealth Advisors, Inc. History Added to 3,168,425 235,002 12.95% 12.76% 12 +216,267 7.33% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,825,574 209,572 0.32% 0.3% 13 +363,221 14.75% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 2,711,729 201,133 0.24% 0.22% 14 +349,019 14.77% Q4 2025 Feb 13, 2026
Great Waters Wealth Management History Added to 2,685,540 199,186 21.91% 21.37% 15 +188,544 7.55% Q4 2025 Jan 15, 2026
Zhang Financial LLC History Added to 2,417,863 179,332 6.69% 7.07% 16 +14,494 0.6% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Added to 2,331,722 172,943 2.12% 1.62% 17 +373,607 19.08% Q4 2025 Feb 11, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Added to 2,307,968 171,181 41.27% 41.33% 18 +47,353 2.09% Q4 2025 Jan 23, 2026
Corient Private Wealth LLC History Added to 1,695,755 125,774 0.17% 0.08% 19 +983,568 138.11% Q4 2025 Mar 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,576,055 118,905 0.16% 0.18% 20 -22,427 -1.4% Q4 2025 Jan 08, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,553,925 115,254 0.04% 0.03% 21 +69,368 4.67% Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 1,537,647 114,908 4.35% 0.22% 22 +1,487,443 2962.8% Q4 2025 Feb 13, 2026
Flagstone Financial Management History Reduced 1,486,333 110,241 28.27% 28.58% 23 -8,675 -0.58% Q4 2025 Feb 09, 2026
EARNED WEALTH ADVISORS, LLC History Added to 1,483,146 110,004 35.49% 2.2% 24 +1,298,394 702.78% Q4 2025 Jan 27, 2026
Intelligence Driven Advisers, LLC History Reduced 1,454,009 107,843 15.42% 15.56% 25 -95,598 -6.17% Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1,392,318 103,268 5.82% 5.95% 26 -11,988 -0.85% Q4 2025 Jan 14, 2026
Sequoia Financial Advisors, LLC History Reduced 1,376,776 102,115 0.57% 0.62% 27 -34,166 -2.42% Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,312,903 97,378 0.03% 0.03% 28 -41,492 -3.06% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,308,830 97,075 0.13% 0.12% 29 +35,415 2.78% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 1,287,801 95,516 0.02% — 30 +1,287,801 New Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 1,224,259 90,803 1.79% 1.86% 31 +62,139 5.35% Q4 2025 Jan 21, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,223,289 90,731 0.01% 0.01% 32 +36,308 3.06% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History Reduced 1,196,915 88,775 1.15% 1.2% 33 -15,169 -1.25% Q4 2025 Jan 27, 2026
DiNuzzo Private Wealth, Inc. History Reduced 1,177,545 87,338 9.5% 9.74% 34 -46,128 -3.77% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Reduced 1,136,110 84,265 0.97% 1.0% 35 -52,197 -4.39% Q4 2025 Jan 21, 2026
Colony Family Offices, LLC History Added to 1,135,015 84,184 21.02% 20.3% 36 +52,863 4.88% Q4 2025 Jan 22, 2026
Chicago Partners Investment Group LLC History Reduced 1,086,999 81,753 2.01% 2.13% 37 -2,189 -0.2% Q4 2025 Jan 28, 2026
Foster Group, Inc. History Reduced 964,558 71,541 2.16% 2.26% 38 -27,991 -2.82% Q4 2025 Jan 12, 2026
Evanson Asset Management, LLC History Added to 950,482 70,497 3.8% 3.75% 39 +32,562 3.55% Q4 2025 Jan 12, 2026
Austin Asset Management Co Inc History Reduced 949,391 70,416 11.57% 12.63% 40 -6,973 -0.73% Q4 2025 Feb 04, 2026
CHOREO, LLC History Reduced 928,475 69,384 0.88% 0.89% 41 -17,814 -1.88% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Reduced 934,418 69,305 0.39% 0.42% 42 -12,559 -1.33% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 932,281 69,147 0.13% 0.02% 43 +774,697 491.61% Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc./Texas History Reduced 883,122 65,501 28.43% 28.6% 44 -12,344 -1.38% Q4 2025 Feb 09, 2026
OLIO Financial Planning History Added to 856,242 63,507 17.81% 17.53% 45 +31,450 3.81% Q4 2025 Jan 21, 2026
Tencap Wealth Coaching, LLC History New 811,875 60,276 22.81% — 46 +811,875 New Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 802,633 59,531 0.0% 0.0% 47 -94,461 -10.53% Q4 2025 Feb 11, 2026
Quadcap Wealth Management, LLC History Added to 782,051 58,013 6.64% 6.42% 48 +31,213 4.16% Q4 2025 Jan 29, 2026
Wealth Management Nebraska History Added to 781,383 57,955 6.63% 6.45% 49 +34,840 4.67% Q4 2025 Jan 28, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 761,298 56,465 3.62% 3.76% 50 -4,312 -0.56% Q4 2025 Jan 20, 2026
Aspen Wealth Management LLC History Added to 754,415 55,954 11.75% 11.71% 51 +26,675 3.67% Q4 2025 Jan 05, 2026
RS CRUM INC. History Added to 731,332 54,242 10.84% 11.66% 52 +6,977 0.96% Q4 2025 Feb 17, 2026
Everest Management Corp. History Reduced 702,761 52,123 29.07% 34.95% 53 -53,968 -7.13% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History Added to 699,869 51,909 3.41% 3.4% 54 +1,761 0.25% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 680,889 50,501 0.54% 0.6% 55 +136,181 25.0% Q4 2025 Jan 23, 2026
TRUIST FINANCIAL CORP History Reduced 673,331 49,940 0.07% 0.07% 56 -35,937 -5.07% Q4 2025 Feb 02, 2026
McLean Asset Management Corp History Reduced 651,200 49,048 8.79% 9.94% 57 -8,978 -1.36% Q4 2025 Jan 16, 2026
Beacon Pointe Advisors, LLC History Added to 637,156 47,257 0.33% 0.3% 58 +153,294 31.68% Q4 2025 Feb 18, 2026
Crown Wealth Group, LLC History Added to 636,576 47,214 13.19% 13.61% 59 +11,346 1.81% Q4 2025 Jan 28, 2026
ASSETMARK, INC History Reduced 636,420 47,203 0.1% 0.1% 60 -1,806 -0.28% Q4 2025 Jan 23, 2026
Vermillion Wealth Management, Inc. History Reduced 620,657 46,034 18.71% 12.72% 61 -29,130 -4.48% Q4 2025 Feb 11, 2026
Hurlow Wealth Management Group, Inc. History Added to 619,659 45,960 11.25% 11.06% 62 +29,911 5.07% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 613,074 45,471 0.19% 0.2% 63 +15,865 2.66% Q4 2025 Feb 13, 2026
Crusonia Wealth Advisors LLC History New 593,683 44,033 9.67% — 64 +593,683 New Q4 2025 Feb 18, 2026
Equitable Holdings, Inc. History Added to 586,244 43,481 0.3% 0.31% 65 +12,862 2.24% Q4 2025 Feb 17, 2026
Freedom Investment Management, Inc. History Reduced 581,454 43,126 12.54% 11.97% 66 -43,688 -6.99% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Added to 580,332 43,043 0.05% 0.04% 67 +47,343 8.88% Q4 2025 Feb 06, 2026
Three Arch Wealth Management LLC History New 579,412 42,974 8.05% — 68 +579,412 New Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 555,358 41,190 1.32% 1.34% 69 -79,829 -12.57% Q4 2025 Jan 09, 2026
Pine Harbor Wealth Management, LLC History Added to 542,129 40,209 12.32% 12.14% 70 +19,552 3.74% Q4 2025 Jan 20, 2026
Disciplined Equity Management, Inc. History Added to 526,581 39,056 20.24% 20.21% 71 +13,902 2.71% Q4 2025 Jan 14, 2026
Greenspring Advisors, LLC History Added to 521,482 38,678 2.37% 0.19% 72 +507,016 3504.88% Q4 2025 Feb 10, 2026
Mason & Associates Inc History Reduced 508,664 37,727 7.1% 7.55% 73 -8,792 -1.7% Q4 2025 Feb 05, 2026
Parkwoods Wealth Partners, LLC History Added to 507,134 37,614 11.07% 12.26% 74 +11,225 2.26% Q4 2025 Jan 15, 2026
Graver Capital Management, LLC History Added to 507,016 37,605 29.71% 29.79% 75 +19,063 3.91% Q4 2025 Feb 13, 2026
Heritage Investment Group, Inc. History Reduced 503,866 37,371 5.69% 5.86% 76 -995 -0.2% Q4 2025 Jan 30, 2026
Guardian Wealth Management, LLC History New 477,870 35,443 11.24% — 77 +477,870 New Q4 2025 Jan 20, 2026
MML INVESTORS SERVICES, LLC History Added to 475,926 35,299 0.09% 0.08% 78 +36,288 8.25% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 473,222 35,098 0.04% 0.04% 79 +23,937 5.33% Q4 2025 Feb 17, 2026
TCP Asset Management, LLC History Added to 468,218 34,727 5.85% 5.9% 80 +11,567 2.53% Q4 2025 Jan 07, 2026
Foundry Financial LLC History New 466,947 34,633 18.2% — 81 +466,947 New Q4 2025 Feb 17, 2026
Retirement Solution LLC History Added to 465,027 34,491 7.64% 7.72% 82 +17,944 4.01% Q4 2025 Jan 29, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 460,065 34,123 9.39% 10.64% 83 -2,920 -0.63% Q4 2025 Feb 10, 2026
KM Capital Management Ltd. History Reduced 456,057 33,825 17.28% 18.35% 84 -91,922 -16.77% Q4 2025 Feb 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 448,280 33,818 3.2% 3.21% 85 +15,751 3.64% Q4 2025 Jan 22, 2026
AG Asset Advisory, LLC History Added to 452,381 33,553 28.76% 26.34% 86 +14,093 3.22% Q4 2025 Feb 11, 2026
SC&H Financial Advisors, Inc. History Added to 438,278 32,507 5.03% 5.09% 87 +7,562 1.76% Q4 2025 Jan 21, 2026
DIXON FNANCIAL SERVICES, INC. History Reduced 433,824 32,176 14.27% 14.33% 88 -573 -0.13% Q4 2025 Jan 15, 2026
SouthState Bank Corp History Reduced 389,912 28,919 1.29% 1.45% 89 -43,930 -10.13% Q4 2025 Feb 11, 2026
Timonier Family Office, LTD. History Reduced 383,354 28,433 9.02% 9.54% 90 -18,721 -4.66% Q4 2025 Feb 04, 2026
Edge Financial Advisors LLC History Added to 380,180 28,197 11.86% 3.72% 91 +265,426 231.3% Q4 2025 Jan 28, 2026
Premier Financial Group History Reduced 373,951 27,887 7.27% 7.28% 92 -3,849 -1.02% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Reduced 363,373 26,951 0.04% 0.06% 93 -187,057 -33.98% Q4 2025 Feb 11, 2026
Investmark Advisory Group LLC History Added to 359,996 26,700 11.37% 11.26% 94 +1,543 0.43% Q4 2025 Jan 28, 2026
Arax Advisory Partners History New 357,901 26,545 0.77% — 95 +357,901 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 346,290 25,684 0.0% 0.0% 96 -2,176 -0.62% Q4 2025 Feb 13, 2026
Allodium Investment Consultants, LLC History Added to 335,103 24,854 12.59% 12.81% 97 +21,789 6.95% Q4 2025 Jan 14, 2026
Frankly Finances, LLC History New 333,265 24,718 21.46% — 98 +333,265 New Q4 2025 Jan 26, 2026
Sterling Wealth Advisors Inc History Added to 317,997 23,585 14.24% 14.64% 99 +248 0.08% Q4 2025 Jan 26, 2026
KEB ASSET MANAGEMENT, LLC History Added to 301,469 22,359 4.53% 4.68% 100 +13,336 4.63% Q4 2025 Jan 09, 2026
Royal Harbor Partners, LLC History Added to 294,606 21,850 7.22% 7.04% 101 +8,113 2.83% Q4 2025 Feb 19, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 292,159 21,669 10.75% 10.92% 102 +2,156 0.74% Q4 2025 Jan 22, 2026
Babb Wealth Advisors LLC History Added to 291,921 21,651 12.22% 12.71% 103 +21,990 8.15% Q4 2025 Feb 11, 2026
CLARIS ADVISORS, LLC / MO / History Added to 290,798 21,568 6.57% 5.35% 104 +61,355 26.74% Q4 2025 Jan 16, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 288,861 21,424 1.76% 1.91% 105 -54,968 -15.99% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 287,805 21,347 0.03% 0.03% 106 -23,836 -7.65% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 285,752 21,194 0.21% 0.17% 107 +63,616 28.64% Q4 2025 Feb 13, 2026
Meritas Wealth Management, LLC History Reduced 282,858 20,979 10.09% 10.2% 108 -1,545 -0.54% Q4 2025 Jan 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 273,758 20,305 0.05% 0.05% 109 +37,403 15.82% Q4 2025 Feb 05, 2026
McMill Wealth Management History Reduced 272,489 20,210 5.68% 5.67% 110 -2,029 -0.74% Q4 2025 Feb 23, 2026
Trinity Financial Advisors LLC History Added to 267,506 19,840 5.55% 5.14% 111 +21,676 8.82% Q4 2025 Jan 13, 2026
Pillar Financial Advisors, LLC History Reduced 263,856 19,570 11.8% 12.18% 112 -3,903 -1.46% Q4 2025 Feb 02, 2026
Ruedi Wealth Management, Inc. History Reduced 261,048 19,361 5.07% 5.59% 113 -14,499 -5.26% Q4 2025 Feb 06, 2026
Security Financial Services, INC. History Reduced 258,411 19,166 3.01% 3.28% 114 -22,007 -7.85% Q4 2025 Jan 27, 2026
Bernardo Wealth Planning LLC History Added to 258,271 19,155 3.65% 3.59% 115 +5,145 2.03% Q4 2025 Jan 26, 2026
Warwick Investment Management, Inc. History Added to 255,284 18,934 2.92% 3.21% 116 +258 0.1% Q4 2025 Jan 15, 2026
Spire Wealth Management History Added to 249,666 18,517 0.62% 0.61% 117 +3,217 1.31% Q4 2025 Jan 14, 2026
UBS Group AG History Added to 245,496 18,208 0.0% 0.0% 118 +16,594 7.25% Q4 2025 Jan 29, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 242,398 17,996 4.33% 5.81% 119 -61,121 -20.14% Q4 2025 Feb 27, 2026
Mendota Financial Group, LLC History Added to 240,396 17,830 12.98% 12.05% 120 +17,627 7.91% Q4 2025 Jan 20, 2026
American Capital Advisory, LLC History Added to 235,262 17,449 7.56% 7.29% 121 +18,388 8.48% Q4 2025 Jan 30, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 226,994 16,836 4.41% 4.46% 122 +2,451 1.09% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 226,576 16,805 0.56% 0.58% 123 -3,002 -1.31% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Reduced 224,209 16,629 0.19% 0.21% 124 -19,112 -7.85% Q4 2025 Jan 20, 2026
Cypress Point Wealth Management, LLC History Added to 219,843 16,305 3.56% 2.81% 125 +28,036 14.62% Q4 2025 Feb 02, 2026
Tassel Capital Management, Inc. History Added to 217,009 16,095 9.74% 9.79% 126 +5,837 2.76% Q4 2025 Feb 13, 2026
PFG Advisors History Added to 212,680 15,774 0.77% 0.58% 127 +15,775 8.01% Q4 2025 Jan 27, 2026
GEM Asset Management, LLC History Added to 206,656 15,538 6.92% 7.06% 128 +1,928 0.94% Q4 2025 Jan 09, 2026
Capstone Wealth Management, LLC History Added to 201,628 14,954 10.91% 11.06% 129 +3,221 1.62% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History Added to 197,594 14,655 2.13% 1.98% 130 +12,592 6.81% Q4 2025 Feb 02, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 194,503 14,426 0.25% 0.16% 131 +92,125 89.99% Q4 2025 Feb 19, 2026
STIFEL FINANCIAL CORP History Added to 192,667 14,290 0.01% 0.01% 132 +8,573 4.66% Q4 2025 Feb 13, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 191,580 14,209 13.32% — 133 +191,580 New Q4 2025 Feb 19, 2026
HB Wealth Management, LLC History Reduced 189,901 14,085 0.09% 0.09% 134 -50 -0.03% Q4 2025 Jan 28, 2026
Betterment LLC History Added to 189,498 14,055 0.03% 0.03% 135 +6,569 3.59% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 187,546 13,910 0.03% 0.03% 136 +25,422 15.68% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 185,916 13,789 1.26% 1.15% 137 +18,865 11.29% Q4 2025 Jan 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 185,893 13,787 0.01% 0.01% 138 +26,581 16.68% Q4 2025 Feb 17, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 185,009 13,722 2.16% 2.12% 139 +7,091 3.99% Q4 2025 Jan 14, 2026
Investment Advisory Group, LLC History Added to 184,735 13,701 3.52% 3.48% 140 +8,274 4.69% Q4 2025 Jan 23, 2026
Private Wealth Management Group, LLC History Reduced 184,471 13,682 3.65% 3.69% 141 -705 -0.38% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History Reduced 182,005 13,499 0.1% 0.1% 142 -2,228 -1.21% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 180,375 13,378 0.01% 0.01% 143 +35,361 24.38% Q4 2025 Feb 17, 2026
Concord Wealth Partners History Added to 176,223 13,070 1.7% 1.58% 144 +17,825 11.25% Q4 2025 Jan 29, 2026
Kraft, Davis & Associates, LLC History Added to 171,938 13,003 2.91% 1.51% 145 +87,066 102.59% Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Reduced 175,149 12,990 0.1% 0.07% 146 -8,959 -4.87% Q4 2025 Feb 13, 2026
AWM CAPITAL, LLC History Reduced 171,589 12,726 1.16% 1.14% 147 -2,269 -1.31% Q4 2025 Feb 17, 2026
Alpha Financial Advisors, LLC History Reduced 170,253 12,627 3.86% 4.54% 148 -7,917 -4.44% Q4 2025 Jan 20, 2026
SUTTON PLACE INVESTORS LLC History Added to 169,661 12,583 6.91% 7.01% 149 +37 0.02% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 165,437 12,270 0.05% — 150 +165,437 New Q4 2025 Feb 05, 2026
American Investment Services, Inc. History Added to 161,855 12,004 2.79% 2.59% 151 +13,064 8.78% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 157,878 11,709 0.61% 0.62% 152 +1,101 0.7% Q4 2025 Mar 04, 2026
Physician Wealth Solutions Inc. History No change 157,689 11,695 4.96% 4.99% 153 0 0.0% Q4 2025 Jan 12, 2026
Embree Financial Group History New 153,588 11,391 1.4% — 154 +153,588 New Q4 2025 Jan 14, 2026
Private Advisor Group, LLC History Added to 152,797 11,332 0.05% 0.05% 155 +10,314 7.24% Q4 2025 Feb 17, 2026
Indivisible Partners History New 152,619 11,319 1.23% — 156 +152,619 New Q4 2025 Feb 03, 2026
Envision Financial Planning, LLC History Reduced 152,489 11,310 4.28% 4.83% 157 -4,807 -3.06% Q4 2025 Feb 17, 2026
Wealth Advisory Team LLC History New 152,150 11,284 9.98% — 158 +152,150 New Q4 2025 Feb 05, 2026
Hughes Financial Services, LLC History Reduced 151,032 11,202 1.76% 1.78% 159 -396 -0.26% Q4 2025 Feb 11, 2026
Cornerstone Financial Group, LLC /NE/ History Reduced 148,904 11,044 7.71% 8.51% 160 -2,786 -1.84% Q4 2025 Feb 11, 2026
RF&L WEALTH MANAGEMENT, LLC History Reduced 146,276 10,849 6.08% 6.22% 161 -92 -0.06% Q4 2025 Jan 09, 2026
Cedar Point Capital Partners, LLC History Reduced 142,302 10,554 6.74% 7.15% 162 -8,232 -5.47% Q4 2025 Feb 11, 2026
Tillman Hartley LLC History Added to 141,837 10,520 2.64% 2.65% 163 +360 0.25% Q4 2025 Feb 13, 2026
Fund Evaluation Group, LLC History Reduced 140,789 10,442 0.35% 0.38% 164 -4,578 -3.15% Q4 2025 Feb 11, 2026
BostonPremier Wealth LLC History Added to 140,570 10,426 5.34% 4.1% 165 +26,638 23.38% Q4 2025 Jan 13, 2026
Sowell Financial Services LLC History Added to 140,529 10,423 0.38% 0.39% 166 +555 0.4% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History Added to 137,024 10,163 0.19% 0.17% 167 +11,269 8.96% Q4 2025 Feb 04, 2026
Kestra Investment Management, LLC History Added to 130,210 9,657 0.24% 0.2% 168 +24,987 23.75% Q4 2025 Feb 09, 2026
CFS Investment Advisory Services, LLC History Added to 127,053 9,423 0.69% 0.59% 169 +19,231 17.84% Q4 2025 Feb 10, 2026
Coston, McIsaac & Partners History Added to 125,307 9,293 2.16% 1.6% 170 +32,664 35.26% Q4 2025 Feb 03, 2026
Richard Young Associates, Ltd. History New 122,433 9,080 7.09% — 171 +122,433 New Q4 2025 Feb 05, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 121,997 9,048 0.98% 0.91% 172 +12,993 11.92% Q4 2025 Jan 26, 2026
Seneschal Advisors, LLC History Reduced 120,744 8,955 6.59% 6.7% 173 -6,654 -5.22% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Reduced 120,324 8,924 0.02% 0.02% 174 -22,387 -15.69% Q4 2025 Feb 12, 2026
VSM Wealth Advisory, LLC History Added to 119,293 8,838 2.65% 2.68% 175 +479 0.4% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 116,849 8,666 1.59% 1.49% 176 +8,535 7.88% Q4 2025 Jan 29, 2026
Warburton Capital Management, LLC History Added to 116,105 8,611 4.86% 4.0% 177 +24,740 27.08% Q4 2025 Jan 23, 2026
Herold Advisors, Inc. History Added to 115,872 8,594 1.92% 1.71% 178 +14,036 13.78% Q4 2025 Feb 17, 2026
SB Capital Management Inc History New 113,731 8,435 3.09% — 179 +113,731 New Q4 2025 Feb 20, 2026
JDH Wealth Management, LLC History Added to 113,541 8,421 5.77% 5.83% 180 +104 0.09% Q4 2025 Jan 05, 2026
FMB WEALTH MANAGEMENT History Added to 112,431 8,339 3.29% 3.44% 181 +242 0.22% Q4 2025 Jan 22, 2026
Altiora Financial Group, LLC History No change 111,570 8,275 1.43% 1.48% 182 0 0.0% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Reduced 110,906 8,225 0.21% 0.27% 183 -12,528 -10.15% Q4 2025 Feb 02, 2026
Capstone Wealth Management, Inc. History New 110,788 8,224 7.21% — 184 +110,788 New Q4 2025 Feb 20, 2026
SeaBridge Investment Advisors LLC History Reduced 110,654 8,207 1.35% 1.3% 185 -123 -0.11% Q4 2025 Jan 26, 2026
CPA Asset Management Group, LLC History Reduced 110,142 8,169 2.87% 3.3% 186 -8,063 -6.82% Q4 2025 Jan 13, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 109,819 8,145 3.32% 3.37% 187 +1,351 1.25% Q4 2025 Jan 08, 2026
Yardley Wealth Management LLC History Reduced 109,176 8,097 4.3% 4.46% 188 -942 -0.86% Q4 2025 Feb 05, 2026
Kondo Wealth Advisors, Inc. History Reduced 107,192 7,953 3.04% 3.17% 189 -1,451 -1.34% Q4 2025 Jan 30, 2026
Lauterbach Financial Advisors, LLC History Added to 106,575 7,904 3.87% 3.69% 190 +5,161 5.09% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Added to 106,107 7,869 1.37% 1.53% 191 +38,990 58.09% Q4 2025 Jan 26, 2026
Grunden Financial Advisory, Inc. History Added to 104,887 7,779 3.04% 2.37% 192 +24,531 30.53% Q4 2025 Jan 27, 2026
Quantum Financial Advisors, LLC History Reduced 104,854 7,777 0.87% 0.93% 193 -66 -0.06% Q4 2025 Jan 12, 2026
Topsail Wealth Management, LLC History Added to 101,967 7,562 1.11% 1.22% 194 +2,740 2.76% Q4 2025 Feb 04, 2026
LVZ, Inc. History Added to 101,868 7,555 0.84% 0.73% 195 +12,964 14.58% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 101,246 7,509 0.0% 0.0% 196 +784 0.78% Q4 2025 Feb 10, 2026
SEMITAM BONAM LLC History Reduced 100,185 7,430 6.19% 6.55% 197 -902 -0.89% Q4 2025 Jan 20, 2026
EnRich Financial Partners LLC History Reduced 97,080 7,200 1.96% 2.01% 198 -367 -0.38% Q4 2025 Jan 28, 2026
Aurelius Family Office LLC History Reduced 94,774 7,100 3.05% 3.07% 199 -452 -0.47% Q4 2025 Jan 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 95,098 7,053 0.42% 0.58% 200 -43,869 -31.57% Q4 2025 Jan 20, 2026
Savvy Advisors, Inc. History Added to 94,878 7,037 0.23% 0.31% 201 +2,830 3.07% Q4 2025 Jan 20, 2026
Ridgeline Wealth, LLC History Added to 91,434 6,781 4.7% 4.48% 202 +7,653 9.13% Q4 2025 Jan 08, 2026
Burk Holdings LLC History Reduced 91,013 6,750 3.22% 3.61% 203 -2,369 -2.54% Q4 2025 Feb 12, 2026
Tortoise Investment Management, LLC History Added to 90,811 6,735 0.59% 0.58% 204 +210 0.23% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 89,403 6,631 0.24% 0.26% 206 -1,188 -1.31% Q4 2025 Feb 06, 2026
RFG Advisory, LLC History Added to 89,405 6,631 0.12% 0.13% 205 +130 0.15% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 89,251 6,619 0.03% — 207 +89,251 New Q4 2025 Feb 13, 2026
Symmetry Partners, LLC History Reduced 87,551 6,493 0.38% 0.74% 208 -6,126 -6.54% Q4 2025 Jan 27, 2026
Innovative Wealth Building LLC History Reduced 87,399 6,482 4.73% 5.16% 209 -3,950 -4.32% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Reduced 87,255 6,471 0.1% 0.11% 210 -2,876 -3.19% Q4 2025 Jan 08, 2026
Gemmer Asset Management LLC History Added to 86,064 6,383 0.49% 0.5% 211 +426 0.5% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Reduced 85,361 6,331 0.02% 0.04% 212 -24,943 -22.61% Q4 2025 Feb 18, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 84,510 6,268 0.13% 0.11% 213 +6,078 7.75% Q4 2025 Feb 05, 2026
FMR LLC History Added to 84,028 6,232 0.0% 0.0% 214 +15,841 23.23% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 81,765 6,064 0.04% 0.04% 215 -2,720 -3.22% Q4 2025 Feb 17, 2026
Vantage Point Financial LLC History Reduced 81,172 6,020 2.15% 2.32% 216 -1,473 -1.78% Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Added to 80,501 5,970 0.69% 0.67% 217 +9,066 12.69% Q4 2025 Jan 12, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Added to 79,292 5,881 2.4% 2.41% 218 +272 0.34% Q4 2025 Jan 09, 2026
Clearstead Advisors, LLC History Reduced 78,889 5,851 0.07% 0.08% 219 -1,576 -1.96% Q4 2025 Feb 09, 2026
Bridgewater Advisors Inc. History Reduced 76,806 5,749 0.37% 0.41% 220 -4,838 -5.93% Q4 2025 Jan 23, 2026
IFG Advisory, LLC History Reduced 77,491 5,747 0.25% 0.26% 221 -2,344 -2.94% Q4 2025 Feb 10, 2026
SNS Financial Group, LLC History Reduced 75,324 5,586 0.48% 0.48% 222 -410 -0.54% Q4 2025 Feb 02, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 74,056 5,492 0.17% 0.18% 223 -102 -0.14% Q4 2025 Jan 30, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 73,836 5,476 4.37% 4.41% 224 0 0.0% Q4 2025 Feb 10, 2026
Oak Wealth Advisors LLC History Reduced 73,161 5,426 3.12% 3.42% 225 -8,083 -9.95% Q4 2025 Feb 11, 2026
LJI Wealth Management, LLC History Added to 72,939 5,409 0.82% 0.23% 226 +54,850 303.22% Q4 2025 Feb 03, 2026
Canvas Wealth Advisors, LLC History Added to 72,857 5,403 0.92% 0.54% 227 +32,312 79.69% Q4 2025 Jan 12, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Reduced 72,252 5,358 3.12% 3.83% 228 -15,833 -17.97% Q4 2025 Jan 28, 2026
DBK Financial Counsel, LLC History Added to 71,519 5,304 4.07% 3.66% 229 +11,393 18.95% Q4 2025 Jan 26, 2026
Financial Connections Group, Inc. History Reduced 70,655 5,240 1.8% 3.19% 230 -42,370 -37.49% Q4 2025 Jan 23, 2026
Elm Partners Management LLC History No change 70,637 5,239 0.24% 0.26% 231 0 0.0% Q4 2025 Feb 10, 2026
Centennial Bank/AR/ History Added to 70,489 5,228 2.08% 1.91% 232 +3,341 4.98% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 69,744 5,172 0.04% 0.04% 233 +7,790 12.57% Q4 2025 Feb 17, 2026
Avant Financial Advisors LLC History Reduced 69,427 5,149 3.7% 3.86% 234 -1,279 -1.81% Q4 2025 Jan 15, 2026
Independent Wealth Network Inc. History Added to 68,521 5,082 1.55% 1.58% 235 +811 1.2% Q4 2025 Jan 26, 2026
Ariadne Wealth Management, LP History No change 68,444 5,080 2.1% 2.24% 236 0 0.0% Q4 2025 Feb 13, 2026
CLG LLC History Added to 68,078 5,049 1.26% 1.24% 237 +5,253 8.36% Q4 2025 Jan 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 66,946 4,965 1.22% 2.14% 238 -63,720 -48.77% Q4 2025 Jan 08, 2026
VESTIA PERSONAL WEALTH ADVISORS History Reduced 65,760 4,922 2.5% 2.79% 239 -641 -0.97% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Reduced 65,916 4,888 0.1% 0.12% 240 -12,832 -16.3% Q4 2025 Jan 14, 2026
Advisory Services Network, LLC History Reduced 64,280 4,767 0.07% 0.07% 241 -1,914 -2.89% Q4 2025 Feb 17, 2026
Hardy Reed LLC History No change 64,006 4,747 0.34% 0.34% 242 0 0.0% Q4 2025 Feb 06, 2026
CPC Advisors, LLC History Reduced 63,740 4,727 0.48% 0.5% 243 -2,153 -3.27% Q4 2025 Jan 28, 2026
CLUNE & ASSOCIATES, LTD. History Added to 63,193 4,687 1.01% 0.89% 244 +13,816 27.98% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Added to 61,481 4,639 0.15% 0.03% 245 +50,925 482.43% Q4 2025 Jan 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 60,242 4,468 0.08% 0.09% 246 0 0.0% Q4 2025 Jan 16, 2026
Black Diamond Financial, LLC History Reduced 59,644 4,423 0.47% 0.5% 247 -1,582 -2.58% Q4 2025 Feb 03, 2026
CWA Asset Management Group, LLC History Added to 59,413 4,406 0.16% 0.16% 248 +53 0.09% Q4 2025 Jan 07, 2026
BROWN ADVISORY INC History Added to 58,382 4,330 0.01% 0.01% 249 +271 0.47% Q4 2025 Feb 13, 2026
Werba Rubin Papier Wealth Management History Added to 58,365 4,328 1.17% 0.68% 250 +62 0.11% Q4 2025 Jan 27, 2026
HTG Investment Advisors, Inc. History Reduced 57,907 4,294 1.32% 1.42% 251 -342 -0.59% Q4 2025 Feb 02, 2026
Sand Hill Global Advisors, LLC History Reduced 57,456 4,261 0.15% 0.15% 252 -793 -1.36% Q4 2025 Feb 12, 2026
Platform Wealth Management, LLC History New 57,088 4,234 1.13% — 253 +57,088 New Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 56,996 4,227 0.02% 0.02% 254 0 0.0% Q4 2025 Feb 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 56,576 4,196 2.34% 2.46% 255 -540 -0.95% Q4 2025 Feb 17, 2026
Clarity Capital Advisors, LLC History Added to 55,496 4,116 2.06% 2.19% 256 +71 0.13% Q4 2025 Feb 11, 2026
L.K. Benson & Company, P.C. History Added to 54,660 4,054 2.03% 2.13% 258 +75 0.14% Q4 2025 Feb 06, 2026
Ballentine Partners, LLC History No change 54,670 4,054 0.06% 0.05% 257 0 0.0% Q4 2025 Feb 03, 2026
Squire Investment Management Company, LLC History Added to 54,358 4,031 1.22% 1.22% 259 +2,494 4.81% Q4 2025 Jan 22, 2026
Beaird Harris Wealth Management, LLC History Added to 53,959 4,002 0.28% 0.28% 260 +149 0.28% Q4 2025 Feb 23, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 53,734 3,985 1.16% 1.2% 261 -1,496 -2.71% Q4 2025 Jan 08, 2026
Clark Asset Management, LLC History Added to 53,607 3,976 0.41% 0.45% 262 +3 0.01% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 52,899 3,923 0.05% 0.04% 263 -6,789 -11.37% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 52,562 3,898 0.07% 0.07% 264 -655 -1.23% Q4 2025 Jan 22, 2026
Empowered Funds, LLC History New 51,808 3,842 0.07% — 265 +51,808 New Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Reduced 50,851 3,771 0.0% 0.0% 266 -26 -0.05% Q4 2025 Feb 12, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 49,984 3,707 3.65% — 267 +49,984 New Q4 2025 Jan 26, 2026
Cresset Asset Management, LLC History Reduced 49,966 3,705 0.02% 0.02% 268 -134 -0.27% Q4 2025 Feb 17, 2026
Sterling Wealth Management, Inc. History Added to 48,874 3,625 1.03% 1.07% 269 +15 0.03% Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History No change 48,688 3,611 0.38% 0.37% 270 0 0.0% Q4 2025 Jan 20, 2026
Financial Council, LLC History No change 48,387 3,588 1.43% 1.56% 271 0 0.0% Q4 2025 Feb 05, 2026
Lodestone Wealth Management LLC History Reduced 47,962 3,557 1.45% 1.6% 272 -1,033 -2.11% Q4 2025 Jan 15, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Added to 47,493 3,522 2.09% 2.07% 273 +63 0.13% Q4 2025 Jan 26, 2026
CWM, LLC History Reduced 47,200 3,501 0.01% 0.01% 274 -128 -0.27% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Reduced 45,721 3,391 0.02% 0.03% 275 -787 -1.69% Q4 2025 Feb 12, 2026
Berger Financial Group, Inc History Added to 45,499 3,374 0.2% 0.18% 276 +5,027 12.42% Q4 2025 Jan 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 45,354 3,363 0.35% 0.38% 277 +141 0.31% Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History No change 44,405 3,293 0.63% 0.59% 278 0 0.0% Q4 2025 Feb 09, 2026
Caerus Investment Advisors, LLC History No change 44,020 3,264 1.06% 1.3% 279 0 0.0% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Reduced 43,196 3,203 0.11% 0.11% 280 -642 -1.46% Q4 2025 Feb 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 42,935 3,184 0.04% 0.01% 281 +34,376 401.64% Q4 2025 Feb 10, 2026
Elser Financial Planning, Inc History No change 42,766 3,171 2.29% 3.73% 282 0 0.0% Q4 2025 Jan 15, 2026
Acorn Wealth Advisors, LLC History Reduced 42,375 3,142 0.94% 1.04% 283 -3,316 -7.26% Q4 2025 Feb 10, 2026
21 West Wealth Management LLC History Added to 41,186 3,054 2.79% 2.67% 284 +2,383 6.14% Q4 2025 Jan 13, 2026
Shearwater Capital LLC History Added to 40,866 3,031 1.74% 1.76% 285 +18 0.04% Q4 2025 Jan 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 40,864 3,030 0.02% 0.02% 286 +1,820 4.66% Q4 2025 Feb 12, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 40,784 3,024 0.34% 0.35% 287 -620 -1.5% Q4 2025 Jan 14, 2026
Twin Cities Retirement Group LLC History New 40,651 3,015 2.91% — 288 +40,651 New Q4 2025 Feb 09, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 40,473 3,001 2.05% 2.1% 289 +603 1.51% Q4 2025 Jan 27, 2026
Brooklyn FI, LLC History Added to 40,383 2,995 0.64% 0.59% 290 +4,049 11.14% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Added to 40,149 2,977 0.0% 0.0% 291 +390 0.98% Q4 2025 Feb 17, 2026
LRI Investments, LLC History Reduced 39,720 2,946 0.24% 0.24% 292 -1,206 -2.95% Q4 2025 Feb 04, 2026
POINCIANA ADVISORS GROUP, LLC History Added to 39,717 2,945 2.32% 2.18% 293 +4,082 11.46% Q4 2025 Feb 09, 2026
LAM GROUP, INC. History No change 39,042 2,895 1.66% 1.75% 294 0 0.0% Q4 2025 Jan 23, 2026
Donalies Financial Planning, LLC History New 38,720 2,871 2.44% — 295 +38,720 New Q4 2025 Feb 17, 2026
DWR WEALTH MANAGEMENT, LLC History New 38,118 2,848 2.64% — 296 +38,118 New Q4 2025 Mar 31, 2026
Kane Co Wealth Management, Inc. History New 38,142 2,828 2.49% — 297 +38,142 New Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 37,776 2,801 0.03% 0.04% 298 +347 0.93% Q4 2025 Jan 29, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 37,731 2,798 0.95% 0.98% 299 0 0.0% Q4 2025 Jan 20, 2026
CURIO WEALTH, LLC History Reduced 36,607 2,751 0.97% 1.09% 300 -63 -0.17% Q4 2025 Feb 11, 2026
True Wealth Design, LLC History Reduced 36,817 2,730 0.8% 0.84% 301 -1,216 -3.2% Q4 2025 Jan 08, 2026
NBT BANK N A /NY History Added to 148 2,686 0.17% 0.17% 302 +3 2.07% Q4 2025 Jan 23, 2026
Washington Trust Advisors, Inc. History Added to 36,149 2,681 0.2% 0.17% 303 +4,558 14.43% Q4 2025 Feb 03, 2026
CWS Financial Advisors, LLC History Added to 36,074 2,675 0.73% 0.16% 304 +28,318 365.11% Q4 2025 Feb 06, 2026
Walleye Partners, LLC History New 35,403 2,625 2.92% — 305 +35,403 New Q4 2025 Jan 28, 2026
Ponta Wealth Partners, LLC History New 35,174 2,608 2.43% — 306 +35,174 New Q4 2025 Feb 03, 2026
Lido Advisors, LLC History Added to 35,532 2,599 0.01% 0.01% 307 +32 0.09% Q4 2025 Feb 10, 2026
ETF Portfolio Partners, Inc. History No change 34,999 2,595 0.67% 0.67% 308 0 0.0% Q4 2025 Jan 20, 2026
Sanctuary Advisors, LLC History Added to 34,447 2,554 0.01% 0.0% 309 +20,338 144.15% Q4 2025 Jan 29, 2026
Physician Wealth Advisors, Inc. History Reduced 34,105 2,529 0.35% 0.35% 310 -39 -0.11% Q4 2025 Jan 29, 2026
AMARILLO NATIONAL BANK History No change 34,028 2,523 0.44% 0.43% 311 0 0.0% Q4 2025 Jan 28, 2026
Life Planning Partners, Inc History Reduced 32,731 2,427 1.86% 1.85% 312 -2,186 -6.26% Q4 2025 Jan 16, 2026
EP Wealth Advisors, LLC History New 32,096 2,380 0.01% — 313 +32,096 New Q4 2025 Feb 18, 2026
Accurate Wealth Management, LLC History Added to 31,417 2,377 0.3% 0.29% 314 +1,214 4.02% Q4 2025 Jan 14, 2026
Pinnacle Financial Partners, Inc. History New 31,688 2,350 0.02% — 315 +31,688 New Q4 2025 Feb 18, 2026
Merited Wealth, LLC History New 31,422 2,330 2.16% — 316 +31,422 New Q4 2025 Mar 26, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 31,252 2,317 0.32% 0.3% 317 +4 0.01% Q4 2025 Jan 20, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 31,246 2,317 1.84% 1.87% 318 0 0.0% Q4 2025 Feb 09, 2026
Old Peak Finance LLC History New 31,108 2,307 1.42% — 319 +31,108 New Q4 2025 Feb 10, 2026
Avestar Capital, LLC History Reduced 31,085 2,305 0.15% 0.15% 320 -1,067 -3.32% Q4 2025 Feb 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 30,955 2,295 0.23% 0.21% 321 +2,520 8.86% Q4 2025 Feb 13, 2026
WorthPointe, LLC History Added to 30,788 2,283 0.6% 0.39% 322 +16,474 115.09% Q4 2025 Jan 26, 2026
SJS Investment Consulting Inc. History No change 30,775 2,282 0.29% 0.3% 323 0 0.0% Q4 2025 Jan 21, 2026
Cambridge Financial Group, LLC History Reduced 34,573 2,263 0.79% 0.82% 324 -437 -1.25% Q4 2025 Jan 09, 2026
Yoder Wealth Management, Inc. History Reduced 30,129 2,234 1.02% 1.05% 325 -633 -2.06% Q4 2025 Jan 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 29,864 2,215 0.01% 0.01% 326 0 0.0% Q4 2025 Feb 12, 2026
BCO Wealth Management LLC History Reduced 29,835 2,212 1.36% 1.43% 327 -137 -0.46% Q4 2025 Jan 14, 2026
Syverson Strege & Co History Reduced 29,486 2,187 0.52% 0.55% 328 -2,057 -6.52% Q4 2025 Feb 09, 2026
Aprio Wealth Management, LLC History Reduced 29,285 2,172 0.12% 0.21% 329 -361 -1.22% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 29,179 2,164 0.01% 0.01% 330 -3,723 -11.32% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 29,150 2,162 0.02% 0.02% 331 -1,372 -4.5% Q4 2025 Jan 26, 2026
Team Hewins, LLC History Reduced 28,895 2,143 0.69% 0.71% 332 -39 -0.13% Q4 2025 Jan 28, 2026
Rockefeller Capital Management L.P. History Added to 28,741 2,131 0.0% 0.0% 333 +3,606 14.35% Q4 2025 Mar 16, 2026
Dodds Wealth, LLC History Added to 28,338 2,101 0.52% 0.51% 334 +36 0.13% Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History No change 28,111 2,084 0.03% 0.03% 335 0 0.0% Q4 2025 Jan 20, 2026
Winthrop Advisory Group LLC History Added to 28,047 2,080 0.18% 0.18% 336 +154 0.55% Q4 2025 Jan 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 27,894 2,068 0.04% 0.05% 337 +49 0.18% Q4 2025 Feb 09, 2026
Abacus Wealth Partners, LLC History Reduced 27,741 2,057 0.2% 0.29% 338 -134 -0.48% Q4 2025 Feb 05, 2026
Ashton Thomas Private Wealth, LLC History Added to 27,628 2,049 0.05% 0.05% 339 +54 0.2% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History No change 27,250 2,021 0.0% 0.0% 340 0 0.0% Q4 2025 Jan 30, 2026
Glass Jacobson Investment Advisors llc History Reduced 27,123 2,011 0.72% 0.73% 341 -768 -2.75% Q4 2025 Jan 22, 2026
Sensible Money, LLC History Reduced 26,841 1,990 0.64% 0.67% 342 -265 -0.98% Q4 2025 Feb 09, 2026
Biltmore Family Office, LLC History No change 26,815 1,988 0.27% 0.28% 343 0 0.0% Q4 2025 Feb 04, 2026
Allegiance Financial Group Advisory Services LLC History Added to 26,688 1,979 0.42% 0.44% 344 +60 0.23% Q4 2025 Feb 03, 2026
Integrated Advisors Network LLC History Reduced 26,508 1,966 0.09% 0.09% 345 -1,507 -5.38% Q4 2025 Feb 17, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 26,445 1,961 0.11% 0.07% 346 +9,693 57.86% Q4 2025 Jan 13, 2026
Nova R Wealth, Inc. History New 25,935 1,923 0.7% — 347 +25,935 New Q4 2025 Jan 14, 2026
Belleair Asset Management, LLC History New 25,587 1,897 1.81% — 348 +25,587 New Q4 2025 Jan 30, 2026
Lakeshore Financial Planning, Inc. History Reduced 25,502 1,891 0.68% 0.71% 349 -737 -2.81% Q4 2025 Feb 17, 2026
Nicholas Hoffman & Company, LLC. History Reduced 25,460 1,888 0.04% 0.04% 350 -3 -0.01% Q4 2025 Feb 02, 2026
FAS Wealth Partners, Inc. History Added to 25,179 1,867 0.12% 0.12% 351 +43 0.17% Q4 2025 Feb 18, 2026
Citrine Capital LLC History No change 24,476 1,815 0.84% 0.82% 352 0 0.0% Q4 2025 Jan 20, 2026
49 WEALTH MANAGEMENT, LLC History Added to 24,433 1,812 0.15% 0.17% 353 +52 0.21% Q4 2025 Feb 04, 2026
Verdence Capital Advisors LLC History Reduced 24,387 1,808 0.11% 0.11% 354 -1,124 -4.41% Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History No change 24,121 1,789 0.03% 0.03% 355 0 0.0% Q4 2025 Feb 11, 2026
Falcon Wealth Planning History Added to 24,117 1,788 0.15% 0.16% 356 +29 0.12% Q4 2025 Feb 03, 2026
MAI Capital Management History Reduced 24,105 1,787 0.01% 0.01% 357 -4,141 -14.66% Q4 2025 Feb 13, 2026
Bell Bank History Reduced 23,914 1,773 0.08% 0.08% 358 -122 -0.51% Q4 2025 Jan 14, 2026
Silver Oak Advisory Group, Inc. History Reduced 23,867 1,770 0.8% 0.81% 359 -940 -3.79% Q4 2025 Feb 03, 2026
Midwest Trust Co History Reduced 23,874 1,770 0.02% 0.02% 360 -44 -0.18% Q4 2025 Feb 04, 2026
Arista Wealth Management, LLC History No change 23,840 1,768 0.22% 0.21% 361 0 0.0% Q4 2025 Feb 09, 2026
Truepoint, Inc. History No change 23,812 1,766 0.04% 0.04% 362 0 0.0% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Added to 23,569 1,748 0.01% 0.01% 363 +333 1.43% Q4 2025 Jan 29, 2026
Red Tortoise LLC History Added to 23,165 1,718 0.73% 0.73% 364 +15 0.06% Q4 2025 Jan 22, 2026
FIFTH THIRD BANCORP History Added to 22,608 1,676 0.01% 0.0% 365 +21,173 1475.47% Q4 2025 Feb 02, 2026
&PARTNERS History Added to 22,271 1,651 0.01% 0.01% 366 +4,092 22.51% Q4 2025 Feb 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 22,245 1,649 0.26% 0.31% 367 -4,478 -16.76% Q4 2025 Jan 23, 2026
Beacon Financial Strategies CORP History No change 22,239 1,649 0.92% 0.95% 368 0 0.0% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Reduced 22,227 1,648 0.01% 0.01% 369 -965 -4.16% Q4 2025 Jan 26, 2026
Five Oceans Advisors History Reduced 22,188 1,645 0.58% 0.63% 370 -1,602 -6.73% Q4 2025 Jan 16, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 22,028 1,633 1.27% — 371 +22,028 New Q4 2025 Mar 05, 2026
Wick Capital Partners, LLC History No change 21,979 1,630 0.29% 0.38% 372 0 0.0% Q4 2025 Mar 02, 2026
Long Island Wealth Management, Inc. History No change 21,929 1,626 0.77% 0.77% 373 0 0.0% Q4 2025 Jan 21, 2026
RAM Investment Partners, LLC History Added to 21,830 1,619 0.29% 0.15% 374 +10,730 96.67% Q4 2025 Feb 12, 2026
K2 Financial Inc. History Reduced 21,547 1,619 1.25% 1.31% 375 -1,041 -4.61% Q4 2025 Jan 22, 2026
SwitchPoint Financial Planning, LLC History Reduced 21,451 1,591 1.11% 1.16% 376 -703 -3.17% Q4 2025 Feb 17, 2026
JT Stratford LLC History Added to 21,450 1,590 0.2% 0.2% 377 +489 2.33% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History No change 21,413 1,588 0.02% 0.02% 378 0 0.0% Q4 2025 Jan 21, 2026
Applied Capital LLC History Reduced 21,352 1,583 0.61% 0.63% 379 -85 -0.4% Q4 2025 Jan 16, 2026
Samalin Investment Counsel, LLC History Added to 20,865 1,547 0.55% 0.5% 380 +940 4.72% Q4 2025 Jan 30, 2026
MBM WEALTH CONSULTANTS, LLC History No change 20,831 1,545 0.37% 0.37% 381 0 0.0% Q4 2025 Jan 26, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 20,531 1,522 0.01% 0.01% 382 -50 -0.24% Q4 2025 Jan 30, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 20,300 1,505 0.0% 0.0% 383 -8,900 -30.48% Q4 2025 Feb 12, 2026
Heck Capital Advisors, LLC History Added to 19,899 1,475 0.11% 0.04% 384 +13,130 193.97% Q4 2025 Jan 16, 2026
IHT Wealth Management, LLC History Added to 19,846 1,471 0.04% 0.04% 385 +20 0.1% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Reduced 19,463 1,443 0.11% 0.12% 386 -2,863 -12.82% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 19,340 1,434 0.04% 0.04% 387 -1,400 -6.75% Q4 2025 Jan 23, 2026
BWM Planning, LLC History No change 19,330 1,433 0.38% 0.42% 388 0 0.0% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History Added to 19,058 1,413 0.13% 0.11% 389 +3,965 26.27% Q4 2025 Feb 11, 2026
Apollon Financial, LLC History Added to 18,806 1,394 0.2% 0.22% 390 +154 0.83% Q4 2025 Jan 22, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 18,787 1,393 0.02% 0.02% 391 +1,961 11.65% Q4 2025 Feb 10, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 18,728 1,389 0.07% — 392 +18,728 New Q4 2025 Feb 09, 2026
Parkside Investments, LLC History No change 18,470 1,369 0.17% 0.17% 393 0 0.0% Q4 2025 Feb 09, 2026
Vistica Wealth Advisors, LLC History New 18,392 1,364 1.36% — 394 +18,392 New Q4 2025 Feb 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 18,355 1,361 0.15% 0.16% 395 0 0.0% Q4 2025 Feb 13, 2026
First Financial Group Corp History Reduced 18,170 1,347 1.15% 1.14% 396 -40 -0.22% Q4 2025 Jan 28, 2026
Triad Wealth Partners, LLC History Added to 18,139 1,345 0.13% 0.17% 397 +127 0.71% Q4 2025 Jan 22, 2026
Valeo Financial Advisors, LLC History Added to 17,899 1,327 0.03% 0.03% 398 +217 1.23% Q4 2025 Feb 04, 2026
CRA Financial Services, LLC History Added to 17,805 1,320 0.17% 0.16% 399 +1,217 7.34% Q4 2025 Jan 16, 2026
Professional Financial Advisors, LLC History Added to 17,734 1,315 0.27% 0.27% 400 +38 0.21% Q4 2025 Jan 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 17,685 1,311 0.0% 0.0% 401 0 0.0% Q4 2025 Feb 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 17,445 1,293 0.02% 0.02% 402 +36 0.21% Q4 2025 Jan 22, 2026
WESBANCO BANK INC History No change 17,312 1,284 0.04% 0.03% 403 0 0.0% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 17,015 1,262 0.0% 0.0% 404 0 0.0% Q4 2025 Feb 05, 2026
Aviance Capital Partners, LLC History No change 16,986 1,259 0.15% 0.15% 405 0 0.0% Q4 2025 Feb 06, 2026
Tactive Advisors, LLC History No change 16,802 1,246 0.37% 0.34% 406 0 0.0% Q4 2025 Jan 09, 2026
Texas Yale Capital Corp. History No change 16,575 1,229 0.04% 0.04% 407 0 0.0% Q4 2025 Feb 10, 2026
M&T BANK CORP History No change 16,495 1,223 0.0% 0.0% 408 0 0.0% Q4 2025 Jan 30, 2026
Kovack Advisors, Inc. History New 16,390 1,215 0.06% — 409 +16,390 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 16,278 1,207 0.01% 0.01% 410 -116 -0.71% Q4 2025 Feb 12, 2026
Valued Wealth Advisors LLC History Reduced 16,260 1,205 0.53% 0.56% 411 -357 -2.15% Q4 2025 Jan 30, 2026
NorthCrest Asset Manangement, LLC History No change 15,999 1,198 0.03% 0.03% 412 0 0.0% Q4 2025 Jan 08, 2026
Clarity Wealth Development LLC History No change 15,861 1,176 0.99% 1.07% 413 0 0.0% Q4 2025 Feb 11, 2026
Harbor Asset Planning, Inc. History Reduced 15,854 1,175 1.0% 1.03% 414 -81 -0.51% Q4 2025 Jan 26, 2026
Avantax Planning Partners, Inc. History No change 15,830 1,174 0.03% 0.03% 415 0 0.0% Q4 2025 Feb 05, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 15,792 1,171 0.02% 0.01% 416 +5,426 52.34% Q4 2025 Jan 23, 2026
Onyx Financial Advisors, LLC History Reduced 15,741 1,167 0.49% 0.58% 418 -2,214 -12.33% Q4 2025 Jan 14, 2026
London & Capital Asset Management Ltd History No change 15,741 1,167 0.01% 0.08% 417 0 0.0% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Reduced 15,685 1,163 0.05% 0.06% 419 -127 -0.8% Q4 2025 Feb 05, 2026
Simplicity Wealth,LLC History Reduced 15,564 1,154 0.07% 0.09% 420 -4,724 -23.28% Q4 2025 Jan 30, 2026
Eldridge Investment Advisors, Inc. History No change 15,464 1,146 0.25% 0.25% 421 0 0.0% Q4 2025 Feb 11, 2026
Financial Plan, Inc. History New 15,393 1,141 0.13% — 422 +15,393 New Q4 2025 Jan 28, 2026
MATHER GROUP, LLC. History Added to 15,271 1,132 0.01% 0.01% 423 +746 5.14% Q4 2025 Jan 13, 2026
25 LLC History Reduced 15,098 1,119 0.36% 0.39% 424 -661 -4.19% Q4 2025 Jan 15, 2026
Magnolia Private Wealth, LLC History Reduced 14,801 1,097 0.77% 0.83% 425 -778 -4.99% Q4 2025 Feb 06, 2026
Vigil Wealth Management, LLC History New 14,749 1,093 0.91% — 426 +14,749 New Q4 2025 Feb 10, 2026
WestHill Financial Advisors, Inc. History No change 14,702 1,090 0.21% 0.21% 427 0 0.0% Q4 2025 Jan 21, 2026
North Ridge Wealth Advisors, Inc. History Reduced 14,584 1,081 0.61% 0.61% 428 -250 -1.69% Q4 2025 Feb 13, 2026
Francis Financial, Inc. History Added to 14,400 1,068 0.21% 0.11% 429 +6,000 71.43% Q4 2025 Feb 11, 2026
Montz Harcus Wealth Management LLC History Added to 14,381 1,066 0.43% 0.45% 430 +31 0.22% Q4 2025 Jan 22, 2026
AMERIPRISE FINANCIAL INC History Reduced 14,339 1,063 0.0% 0.0% 431 -250 -1.71% Q4 2025 Feb 17, 2026
Summit Asset Management, LLC History No change 14,345 1,063 0.15% 0.16% 432 0 0.0% Q4 2025 Feb 09, 2026
Investment Research Partners LLC History Reduced 14,312 1,061 0.46% 0.52% 433 -1,155 -7.47% Q4 2025 Feb 12, 2026
Beacon Financial Advisory LLC History Reduced 14,269 1,058 0.25% 0.25% 434 -404 -2.75% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History No change 14,131 1,048 0.2% 0.2% 435 0 0.0% Q4 2025 Feb 11, 2026
Prism Planning Partners LLC History New 13,996 1,038 1.16% — 436 +13,996 New Q4 2025 Feb 11, 2026
Financial Harvest, LLC History Added to 13,993 1,037 0.64% 0.68% 437 +8 0.06% Q4 2025 Feb 10, 2026
Cadence Bank History No change 13,867 1,028 0.06% 0.06% 438 0 0.0% Q4 2025 Jan 30, 2026
Laird Norton Wetherby Trust Company, LLC History New 13,667 1,013 0.02% — 439 +13,667 New Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 13,548 1,004 0.27% 0.26% 440 -11 -0.08% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Reduced 13,479 999 0.02% 0.02% 441 -140 -1.03% Q4 2025 Jan 16, 2026
Mustard Seed Financial, LLC History Reduced 13,381 992 0.62% 0.64% 442 -403 -2.92% Q4 2025 Jan 23, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 13,375 992 0.69% 0.71% 443 +289 2.21% Q4 2025 Jan 23, 2026
Bank of New York Mellon Corp History Reduced 13,331 988 0.0% 0.0% 444 -1 -0.01% Q4 2025 Feb 10, 2026
Pure Financial Advisors, LLC History Added to 13,256 983 0.18% 0.01% 445 +309 2.39% Q4 2025 Mar 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 13,210 979 0.06% 0.06% 446 -370 -2.72% Q4 2025 Jan 26, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 13,152 975 0.07% 0.07% 447 0 0.0% Q4 2025 Feb 04, 2026
SP Asset Management LLC History Added to 13,121 973 0.08% 0.08% 448 +28 0.21% Q4 2025 Jan 28, 2026
Milestone Asset Management Group, LLC History Added to 13,092 971 0.55% 0.59% 450 +206 1.6% Q4 2025 Feb 03, 2026
Calydon Capital History Added to 13,099 971 0.16% 0.15% 449 +28 0.21% Q4 2025 Feb 17, 2026
Forum Private Client Group LLC History Reduced 12,788 948 0.32% 0.33% 451 -191 -1.47% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 12,756 946 0.0% 0.0% 452 +609 5.01% Q4 2025 Feb 13, 2026
Cogent Private Wealth, Inc. History New 12,681 940 0.72% — 453 +12,681 New Q4 2025 Feb 10, 2026
IFG Advisors, LLC History Reduced 12,634 937 0.16% 0.15% 454 -300 -2.32% Q4 2025 Jan 13, 2026
SpringVest Wealth Management LLC History Added to 12,519 928 0.65% 0.44% 455 +4,323 52.75% Q4 2025 Jan 23, 2026
HANOVER ADVISORS INC History No change 12,397 919 0.36% 0.35% 456 0 0.0% Q4 2025 Feb 17, 2026
Everhart Financial Group, Inc. History Reduced 12,328 914 0.08% 0.09% 458 -61 -0.49% Q4 2025 Jan 07, 2026
FRANKLIN RESOURCES INC History Added to 12,326 914 0.0% 0.0% 457 +27 0.22% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History No change 12,322 913 0.02% 0.02% 459 0 0.0% Q4 2025 Feb 06, 2026
NorthRock Partners, LLC History Added to 12,289 911 0.02% 0.01% 460 +1,214 10.96% Q4 2025 Feb 17, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 12,243 908 0.03% 0.03% 461 -1,275 -9.43% Q4 2025 Feb 12, 2026
Shira Ridge Wealth Management History Reduced 12,249 908 0.36% 0.38% 462 -173 -1.39% Q4 2025 Jan 12, 2026
AdvisorNet Financial, Inc History Added to 12,211 905 0.05% 0.05% 463 +15 0.12% Q4 2025 Jan 20, 2026
Leo Wealth, LLC History Reduced 12,197 904 0.07% 0.12% 464 -131 -1.06% Q4 2025 Jan 21, 2026
Center for Financial Planning, Inc. History No change 12,183 903 0.09% 0.09% 465 0 0.0% Q4 2025 Feb 05, 2026
Safeguard Investment Advisory Group, LLC History Reduced 12,142 900 0.23% 0.24% 467 -1,028 -7.81% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History No change 12,139 900 0.04% 0.04% 466 0 0.0% Q4 2025 Feb 02, 2026
WEALTHSPAN PARTNERS, LLC History No change 12,104 897 0.33% 0.33% 468 0 0.0% Q4 2025 Jan 27, 2026
Gambit Capital Management, LLC History New 12,082 896 0.64% — 469 +12,082 New Q4 2025 Feb 06, 2026
Family Investment Center, Inc. History Reduced 12,067 894 0.18% 0.19% 470 -473 -3.77% Q4 2025 Jan 23, 2026
Wealth Enhancement Trust Services, Inc. History New 12,053 893 0.11% — 471 +12,053 New Q4 2025 Jan 27, 2026
J.W. COLE ADVISORS, INC. History Added to 22,915 888 0.02% 0.02% 472 +10,094 78.73% Q4 2025 Feb 11, 2026
McCartney Wealth Management LLC History New 11,790 874 0.75% — 473 +11,790 New Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 11,730 870 0.02% 0.02% 474 +1,120 10.56% Q4 2025 Jan 28, 2026
Klingman & Associates, LLC History No change 11,724 869 0.04% 0.04% 475 0 0.0% Q4 2025 Jan 29, 2026
Curi Capital, LLC History Added to 11,544 856 0.01% 0.02% 476 +22 0.19% Q4 2025 Feb 17, 2026
Trademark Financial Management, LLC History No change 11,500 852 0.47% 0.48% 477 0 0.0% Q4 2025 Jan 28, 2026
Williams & Novak, LLC History Reduced 11,397 845 0.64% 0.79% 478 -2,734 -19.35% Q4 2025 Feb 05, 2026
COMMERCE BANK History No change 11,383 844 0.0% 0.0% 479 0 0.0% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 11,378 843 0.01% 0.01% 480 +6,567 136.5% Q4 2025 Mar 12, 2026
Belpointe Asset Management LLC History No change 11,074 821 0.03% 0.03% 481 0 0.0% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History No change 11,074 821 0.12% 0.13% 482 0 0.0% Q4 2025 Jan 27, 2026
Baird Financial Group, Inc. History No change 11,022 817 0.0% 0.0% 483 0 0.0% Q4 2025 Feb 13, 2026
Seaside Wealth Management, Inc. History No change 10,987 814 0.23% 0.24% 484 0 0.0% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 10,790 800 0.04% 0.04% 485 +53 0.49% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History New 10,547 782 0.0% — 486 +10,547 New Q4 2025 Jan 12, 2026
LOWE BROCKENBROUGH & CO INC History No change 10,534 781 0.04% 0.04% 487 0 0.0% Q4 2025 Feb 11, 2026
BUILDER INVESTMENT GROUP INC /ADV History Added to 10,472 776 0.17% 0.15% 488 +971 10.22% Q4 2025 Jan 28, 2026
Diversified Portfolios, Inc. History No change 10,465 776 0.06% 0.07% 489 0 0.0% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,263 774 0.02% 0.02% 490 0 0.0% Q4 2025 Jan 26, 2026
Sterling Financial Planning, Inc. History Reduced 10,409 772 0.23% 0.24% 491 -236 -2.22% Q4 2025 Jan 27, 2026
waypoint wealth counsel History No change 10,394 770 0.28% 0.3% 492 0 0.0% Q4 2025 Jan 28, 2026
Private Advisory Group LLC History No change 10,361 768 0.06% 0.06% 493 0 0.0% Q4 2025 Jan 15, 2026
Synergy Asset Management, LLC History Reduced 10,277 762 0.08% 0.05% 494 -11,031 -51.77% Q4 2025 Jan 13, 2026
Nalls Sherbakoff Group, LLC History Added to 10,222 758 0.55% 0.5% 496 +19 0.19% Q4 2025 Mar 12, 2026
TruNorth Capital Management, LLC History No change 10,228 758 0.14% 0.15% 495 0 0.0% Q4 2025 Feb 11, 2026
Golden State Equity Partners History New 10,151 752 0.12% — 497 +10,151 New Q4 2025 Jan 29, 2026
SFMG, LLC History Reduced 10,086 748 0.05% 0.05% 499 -94 -0.92% Q4 2025 Feb 10, 2026
CONDOR CAPITAL MANAGEMENT History No change 10,093 748 0.06% 0.06% 498 0 0.0% Q4 2025 Feb 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 10,027 743 0.01% 0.01% 500 +107 1.08% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Added to 9,956 738 0.0% 0.0% 501 +3,298 49.53% Q4 2025 Jan 27, 2026
Towneley Capital Management, Inc / DE History Added to 9,945 737 0.16% 0.16% 502 +21 0.21% Q4 2025 Jan 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 9,932 736 0.03% 0.03% 503 +1,220 14.0% Q4 2025 Feb 09, 2026
Geometric Wealth Advisors History No change 9,885 733 0.09% 0.1% 504 0 0.0% Q4 2025 Feb 06, 2026
Avondale Wealth Management History Added to 9,801 726 0.37% 0.34% 505 +931 10.5% Q4 2025 Feb 17, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 9,665 716 0.04% 0.04% 506 -32 -0.33% Q4 2025 Jan 26, 2026
Essex Financial Services, Inc. History Added to 9,646 715 0.04% 0.04% 507 +240 2.55% Q4 2025 Feb 10, 2026
Compass Ion Advisors, LLC History Reduced 9,600 712 0.07% 0.1% 508 -4,483 -31.83% Q4 2025 Jan 29, 2026
R. W. Roge & Company, Inc. History Reduced 9,612 712 0.35% 0.36% 509 -17 -0.18% Q4 2025 Jan 23, 2026
FIRST AMERICAN TRUST, FSB History New 9,579 710 0.05% — 510 +9,579 New Q4 2025 Feb 11, 2026
Cross Staff Investments Inc History No change 9,576 710 0.39% 0.48% 511 0 0.0% Q4 2025 Feb 27, 2026
BROGAN FINANCIAL, INC. History Added to 9,549 708 0.31% 0.29% 512 +20 0.21% Q4 2025 Feb 12, 2026
Sound View Wealth Advisors Group, LLC History Added to 9,538 707 0.05% 0.05% 513 +7 0.07% Q4 2025 Jan 08, 2026
Stratos Investment Management, LLC History Added to 9,469 702 0.03% 0.03% 514 +12 0.13% Q4 2025 Jan 20, 2026
CENTRAL TRUST Co History No change 9,259 686 0.01% 0.01% 515 0 0.0% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 9,128 677 0.0% 0.0% 516 -151 -1.63% Q4 2025 Feb 09, 2026
Sincerus Advisory, LLC History Added to 9,138 677 0.54% 0.56% 517 +137 1.52% Q4 2025 Jan 08, 2026
Intelligent Financial Strategies History No change 9,115 676 0.33% 0.32% 518 0 0.0% Q4 2025 Jan 26, 2026
Ironwood Financial, llc History Added to 8,898 674 0.11% 0.11% 519 +136 1.55% Q4 2025 Jan 15, 2026
Visionary Wealth Advisors History No change 9,070 672 0.03% 0.03% 520 0 0.0% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 8,997 667 0.0% 0.0% 521 +4,780 113.35% Q4 2025 Feb 12, 2026
Litman Gregory Wealth Management LLC History No change 8,980 666 0.05% 0.05% 522 0 0.0% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 8,955 664 0.01% 0.01% 523 +1,868 26.36% Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History Reduced 8,902 660 0.2% 0.66% 524 -411 -4.41% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History No change 8,832 655 0.01% 0.01% 525 0 0.0% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 8,749 649 0.0% 0.0% 526 -159 -1.78% Q4 2025 Feb 11, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 8,726 647 0.54% 0.52% 527 +16 0.18% Q4 2025 Jan 20, 2026
Montis Financial, LLC History Reduced 8,630 640 0.13% 0.15% 528 -67 -0.77% Q4 2025 Feb 11, 2026
VANCE WEALTH, LLC History Added to 8,589 637 0.19% 0.17% 530 +961 12.6% Q4 2025 Feb 17, 2026
First Bancorp, Inc /ME/ History No change 8,600 637 0.34% 0.33% 529 0 0.0% Q4 2025 Jan 26, 2026
Centric Wealth Management History No change 8,402 636 0.13% 0.14% 531 0 0.0% Q4 2025 Feb 04, 2026
Madrona Financial Services, LLC History No change 8,547 633 0.14% 0.14% 532 0 0.0% Q4 2025 Jan 22, 2026
QUARRY HILL ADVISORS, LLC History Reduced 8,511 631 0.29% 0.32% 533 -82 -0.95% Q4 2025 Jan 26, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 8,364 620 0.38% 0.4% 534 0 0.0% Q4 2025 Feb 10, 2026
GREAT OAK CAPITAL PARTNERS, LLC History Added to 8,298 616 0.15% 0.16% 535 +18 0.22% Q4 2025 Jan 06, 2026
Triumph Capital Management History New 8,293 615 0.13% — 536 +8,293 New Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History New 8,193 607 0.01% — 537 +8,193 New Q4 2025 Feb 17, 2026
Aspect Partners, LLC History No change 8,195 607 0.27% 0.27% 538 0 0.0% Q4 2025 Jan 23, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 8,168 605 0.09% 0.09% 539 -134 -1.61% Q4 2025 Feb 03, 2026
Faithward Advisors, LLC History Added to 8,145 604 0.09% 0.08% 540 +679 9.09% Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Added to 8,138 603 0.04% 0.04% 541 +18 0.22% Q4 2025 Apr 02, 2026
Compound Planning, Inc. History Reduced 8,081 599 0.02% 0.02% 542 -225 -2.71% Q4 2025 Feb 19, 2026
Rockwood Wealth Management, LLC History No change 8,056 597 0.04% 0.05% 543 0 0.0% Q4 2025 Jan 29, 2026
Wilian Securities, LLC History New 8,020 594 0.64% — 545 +8,020 New Q4 2025 Feb 06, 2026
Signal Advisors Wealth, LLC History Reduced 8,020 594 0.05% 0.06% 544 -1,006 -11.15% Q4 2025 Jan 13, 2026
First Western Trust Bank History No change 7,994 592 0.03% 0.03% 546 0 0.0% Q4 2025 Feb 12, 2026
BDFS Capital LLC History New 7,955 589 0.3% — 549 +7,955 New Q4 2025 Feb 26, 2026
PARK AVENUE SECURITIES LLC History New 7,942 589 0.0% — 547 +7,942 New Q4 2025 Jan 05, 2026
TPG Financial Advisors, LLC History Reduced 7,946 589 0.2% 0.23% 548 -668 -7.75% Q4 2025 Feb 06, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 7,908 586 0.04% 0.04% 550 -381 -4.6% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 7,850 582 0.0% 0.0% 551 -564 -6.7% Q4 2025 Feb 17, 2026
Stewardship Advisors, LLC History Reduced 7,817 579 0.13% 0.14% 552 -218 -2.71% Q4 2025 Jan 15, 2026
BOKF, NA History New 7,806 578 0.01% — 553 +7,806 New Q4 2025 Feb 03, 2026
Allied Investment Advisors, LLC History No change 7,752 574 0.09% 0.09% 554 0 0.0% Q4 2025 Feb 09, 2026
HRT FINANCIAL LP History New 7,726 573 0.0% — 556 +7,726 New Q4 2025 Feb 12, 2026
NICOLET BANKSHARES INC History No change 7,736 573 0.09% 0.09% 555 0 0.0% Q4 2025 Feb 09, 2026
KELLY FINANCIAL GROUP LLC History Added to 7,715 572 0.15% 0.15% 557 +137 1.81% Q4 2025 Jan 23, 2026
Waldron Private Wealth LLC History No change 7,716 572 0.02% 0.02% 558 0 0.0% Q4 2025 Jan 14, 2026
Bryn Mawr Trust Advisors, LLC History No change 7,682 569 0.03% 0.03% 559 0 0.0% Q4 2025 Feb 04, 2026
Traction Financial Partners, LLC History Reduced 7,599 563 0.33% 0.34% 560 -16 -0.21% Q4 2025 Jan 29, 2026
SOL Capital Management CO History No change 7,540 559 0.05% 0.05% 561 0 0.0% Q4 2025 Jan 30, 2026
Prudent Man Investment Management, Inc. History Added to 7,466 553 0.19% 0.12% 562 +4,155 125.49% Q4 2025 Feb 12, 2026
PEAVINE CAPITAL, LLC History No change 7,433 551 0.12% 0.11% 563 0 0.0% Q4 2025 Jan 21, 2026
Signature Wealth Management Group History Added to 7,294 540 0.22% 0.19% 564 +633 9.5% Q4 2025 Jan 15, 2026
Legacy Capital Wealth Partners, LLC History Reduced 7,243 537 0.12% 0.14% 565 -1,716 -19.15% Q4 2025 Jan 16, 2026
Lionshead Wealth Management, LLC History Reduced 7,251 537 0.4% 0.43% 567 -299 -3.96% Q4 2025 Jan 13, 2026
Westwood Wealth Management History Reduced 7,251 537 0.4% 0.2% 566 -169 -2.28% Q4 2025 Jan 20, 2026
Frank, Rimerman Advisors LLC History No change 7,190 533 0.03% 0.03% 568 0 0.0% Q4 2025 Jan 15, 2026
PCG Wealth Advisors, LLC History No change 7,154 530 0.15% 0.15% 569 0 0.0% Q4 2025 Feb 05, 2026
BECKER CAPITAL MANAGEMENT INC History No change 7,049 522 0.01% 0.01% 570 0 0.0% Q4 2025 Feb 13, 2026
Net Worth Advisory Group History New 7,014 520 0.11% — 571 +7,014 New Q4 2025 Jan 14, 2026
Cladis Investment Advisory, LLC History No change 7,015 520 0.28% 0.29% 572 0 0.0% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,933 514 0.01% 0.01% 573 0 0.0% Q4 2025 Jan 27, 2026
New Dimensions Wealth Management, LLC History No change 6,908 512 0.44% 0.44% 574 0 0.0% Q4 2025 Feb 03, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History New 6,855 508 0.38% — 575 +6,855 New Q4 2025 Mar 12, 2026
Empower Advisory Group, LLC History Added to 6,768 501 0.0% 0.0% 577 +1,019 17.72% Q4 2025 Feb 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,766 501 0.04% 0.05% 576 0 0.0% Q4 2025 Jan 30, 2026
Shared Vision Wealth Group LLC History Reduced 6,633 500 0.2% 0.22% 578 -657 -9.01% Q4 2025 Feb 11, 2026
Badgley Phelps Wealth Managers, LLC History No change 6,705 497 0.01% 0.01% 579 0 0.0% Q4 2025 Jan 28, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 6,684 495 0.07% 0.07% 580 0 0.0% Q4 2025 Feb 06, 2026
Financial Insights, Inc. History No change 6,631 491 0.16% 0.16% 581 0 0.0% Q4 2025 Mar 31, 2026
CreativeOne Wealth, LLC History Added to 6,605 489 0.01% 0.01% 582 +1,171 21.55% Q4 2025 Feb 13, 2026
Signature Resources Capital Management, LLC History No change 6,606 489 0.25% 0.26% 583 0 0.0% Q4 2025 Jan 21, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 6,519 483 0.15% 0.15% 584 0 0.0% Q4 2025 Feb 12, 2026
Integrity Wealth Solutions LLC History Added to 6,501 482 0.19% 0.16% 585 +1,658 34.23% Q4 2025 Feb 02, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 6,478 480 0.02% 0.02% 586 +14 0.22% Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History No change 6,353 471 0.11% 0.1% 587 0 0.0% Q4 2025 Feb 05, 2026
HMV Wealth Advisors, LLC History No change 6,295 466 0.23% 0.25% 588 0 0.0% Q4 2025 Jan 20, 2026
Paladin Wealth, LLC History No change 6,268 464 0.32% 0.33% 589 0 0.0% Q4 2025 Jan 15, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 6,251 463 0.33% 0.38% 590 0 0.0% Q4 2025 Feb 04, 2026
M1 Capital Management LLC History Reduced 6,231 462 0.19% 0.21% 591 -547 -8.07% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 6,096 452 0.04% 0.04% 592 +13 0.21% Q4 2025 Jan 13, 2026
Busey Bank History Added to 6,082 451 0.01% 0.01% 593 +1,147 23.24% Q4 2025 Jan 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 6,053 448 0.01% 0.01% 594 +77 1.29% Q4 2025 Jan 07, 2026
WASHINGTON TRUST BANK History No change 6,013 445 0.03% 0.03% 595 0 0.0% Q4 2025 Feb 04, 2026
Global Retirement Partners, LLC History Reduced 5,983 443 0.01% 0.01% 596 -136 -2.22% Q4 2025 Feb 06, 2026
PROSPERITY BANCSHARES INC History New 5,936 440 0.4% — 597 +5,936 New Q4 2025 Feb 17, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 5,881 436 0.07% 0.07% 598 0 0.0% Q4 2025 Jan 15, 2026
Brady Martz Wealth Solutions, LLC History Added to 5,870 435 0.08% 0.08% 599 +37 0.63% Q4 2025 Jan 15, 2026
Essential Planning, LLC. History Reduced 5,862 434 0.14% 0.16% 601 -721 -10.95% Q4 2025 Jan 15, 2026
REBALANCE, LLC History Reduced 5,853 434 0.03% 0.03% 600 -443 -7.04% Q4 2025 Jan 15, 2026
Sharkey, Howes & Javer History Added to 5,850 433 0.06% 0.05% 602 +13 0.22% Q4 2025 Jan 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,727 424 0.01% 0.05% 606 -27,157 -82.58% Q4 2025 Feb 12, 2026
McIlrath & Eck, LLC History Reduced 5,719 424 0.04% 0.06% 605 -1,668 -22.58% Q4 2025 Feb 03, 2026
Alliance Wealth Management Group History No change 5,721 424 0.09% 0.09% 603 0 0.0% Q4 2025 Jan 21, 2026
Towercrest Capital Management History No change 5,721 424 0.07% 0.07% 604 0 0.0% Q4 2025 Jan 21, 2026
Cassaday & Co Wealth Management LLC History No change 5,673 420 0.01% 0.01% 607 0 0.0% Q4 2025 Feb 03, 2026
marrick wealth, LLC History New 5,641 418 0.34% — 609 +5,641 New Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 5,642 418 0.01% 0.01% 608 0 0.0% Q4 2025 Jan 13, 2026
Apriem Advisors History No change 5,610 416 0.04% 0.04% 610 0 0.0% Q4 2025 Feb 13, 2026
Leading Edge Financial Planning LLC History Added to 5,595 414 0.09% 0.08% 612 +1,043 22.91% Q4 2025 Jan 21, 2026
Baker Ellis Asset Management LLC History No change 5,587 414 0.05% 0.05% 611 0 0.0% Q4 2025 Jan 21, 2026
Total Clarity Wealth Management, Inc. History Added to 5,533 410 0.1% 0.11% 614 +1 0.02% Q4 2025 Feb 02, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,538 410 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 10, 2026
Wealth Advisors Northwest LLC History Added to 5,489 407 0.18% 0.19% 615 +12 0.22% Q4 2025 Jan 16, 2026
Advisory Alpha, LLC History Added to 5,466 405 0.01% 0.01% 616 +42 0.77% Q4 2025 Feb 06, 2026
Aerodigm Wealth, LLC History Reduced 5,444 403 0.14% 0.18% 617 -431 -7.34% Q4 2025 Feb 06, 2026
Brookstone Capital Management History Reduced 5,379 398 0.0% 0.0% 618 -287 -5.07% Q4 2025 Jan 15, 2026
Strathmore Capital Advisors, Inc. History Added to 5,340 396 0.13% 0.16% 619 +4 0.07% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Added to 5,330 395 0.01% 0.02% 620 +270 5.34% Q4 2025 Jan 21, 2026
Legacy Financial Advisors, Inc. History No change 5,304 393 0.05% 0.05% 621 0 0.0% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History No change 5,301 393 0.01% 0.01% 622 0 0.0% Q4 2025 Jan 13, 2026
Verus Financial Partners, Inc. History Reduced 5,177 391 0.04% 0.04% 623 -259 -4.76% Q4 2025 Feb 02, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 5,248 389 0.05% 0.13% 624 -9,880 -65.31% Q4 2025 Feb 13, 2026
TFB Advisors LLC History Reduced 5,258 389 0.11% 0.11% 625 -18 -0.34% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History New 5,177 383 0.01% — 626 +5,177 New Q4 2025 Feb 09, 2026
Compton Wealth Advisory Group, LLC History No change 5,165 383 0.08% 0.09% 627 0 0.0% Q4 2025 Jan 13, 2026
FSA Advisors, Inc. History Added to 7,510 381 0.26% 0.21% 628 +3,836 104.41% Q4 2025 Feb 02, 2026
BURNEY CO/ History No change 5,117 379 0.01% 0.01% 629 0 0.0% Q4 2025 Jan 23, 2026
NTV ASSET MANAGEMENT LLC History No change 5,115 379 0.04% 0.04% 630 0 0.0% Q4 2025 Jan 20, 2026
Gradient Capital Advisors, LLC History Reduced 5,102 378 0.1% 0.1% 631 -82 -1.58% Q4 2025 Feb 06, 2026
Main Street Group, LTD History New 5,094 377 0.13% — 632 +5,094 New Q4 2025 Jan 26, 2026
Caldwell Trust Co History No change 5,070 376 0.03% 0.03% 633 0 0.0% Q4 2025 Jan 30, 2026
Focused Wealth Management, Inc History Added to 5,033 373 0.04% 0.04% 634 +11 0.22% Q4 2025 Jan 29, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 5,018 372 0.07% 0.12% 635 -2,872 -36.4% Q4 2025 Feb 04, 2026
Integrity Investment Advisors, LLC History Added to 5,007 371 0.2% 0.24% 636 +18 0.36% Q4 2025 Feb 13, 2026
Pacific Asset Management, LLC History Added to 4,993 370 0.22% 0.25% 639 +8 0.16% Q4 2025 Jan 28, 2026
FIRST NATIONAL TRUST CO History No change 5,000 370 0.01% 0.01% 637 0 0.0% Q4 2025 Feb 09, 2026
FRG Family Wealth Advisors LLC History No change 4,993 370 0.06% 0.06% 638 0 0.0% Q4 2025 Jan 21, 2026
Western Reserve Capital Management, LLC History New 4,956 367 0.34% — 640 +4,956 New Q4 2025 Feb 10, 2026
Daytona Street Capital LLC History New 4,933 365 0.28% — 641 +4,933 New Q4 2025 Jan 21, 2026
SageOak Financial, LLC History Added to 4,895 363 0.26% 0.25% 642 +140 2.94% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Reduced 4,880 361 0.01% 0.08% 643 -24,669 -83.49% Q4 2025 Feb 13, 2026
Tanager Wealth Management LLP History Added to 4,879 361 0.04% 0.04% 644 +10 0.21% Q4 2025 Jan 26, 2026
TBH Global Asset Management, LLC History New 8,517 360 0.06% — 647 +8,517 New Q4 2025 Jan 29, 2026
Stirlingshire Investments, Inc. History New 4,867 360 0.32% — 648 +4,867 New Q4 2025 Feb 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 4,862 360 0.01% 0.01% 645 0 0.0% Q4 2025 Feb 12, 2026
Porter White Investment Advisors, Inc. History No change 4,861 360 0.15% 0.15% 646 0 0.0% Q4 2025 Jan 29, 2026
One Capital Management, LLC History No change 4,833 358 0.01% 0.01% 649 0 0.0% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 4,823 357 0.02% — 650 +4,823 New Q4 2025 Feb 06, 2026
Arcadia Wealth Management, Inc. History No change 4,826 357 0.2% 0.21% 651 0 0.0% Q4 2025 Feb 10, 2026
DSG Capital Advisors, LLC History No change 4,727 356 0.05% 0.05% 652 0 0.0% Q4 2025 Jan 27, 2026
MBE Wealth Management, LLC History Added to 4,773 354 0.15% 0.15% 653 +1 0.02% Q4 2025 Jan 21, 2026
Cooke Wealth Management, LLC History New 4,686 352 0.31% — 654 +4,686 New Q4 2025 Jan 21, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,707 349 0.0% 0.0% 655 0 0.0% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History No change 4,690 347 0.07% 0.07% 656 0 0.0% Q4 2025 Feb 10, 2026
True North Advisors, LLC History No change 4,666 346 0.04% 0.05% 657 0 0.0% Q4 2025 Jan 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 4,662 345 0.0% — 658 +4,662 New Q4 2025 Feb 13, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 4,643 344 0.03% 0.03% 659 0 0.0% Q4 2025 Jan 16, 2026
Versant Capital Management, Inc History Added to 4,623 342 0.04% 0.05% 660 +9 0.2% Q4 2025 Jan 08, 2026
JANE STREET GROUP, LLC History Reduced 4,604 341 0.0% 0.0% 661 -11,464 -71.35% Q4 2025 Feb 12, 2026
Westmount Partners, LLC History No change 4,561 338 0.08% 0.09% 662 0 0.0% Q4 2025 Jan 15, 2026
Wingate Wealth Advisors, Inc. History Added to 4,546 337 0.19% 0.23% 663 +10 0.22% Q4 2025 Jan 28, 2026
Birchcreek Wealth Management, LLC History New 4,543 336 0.16% — 665 +4,543 New Q4 2025 Jan 16, 2026
Wilmington Savings Fund Society, FSB History No change 4,531 336 0.01% 0.01% 664 0 0.0% Q4 2025 Feb 12, 2026
Tyche Wealth Partners LLC History No change 4,538 336 0.05% 0.06% 666 0 0.0% Q4 2025 Jan 23, 2026
Johnson Wealth Management, LLC History New 4,459 330 0.16% — 667 +4,459 New Q4 2025 Feb 11, 2026
Integrity Financial Corp /WA History Reduced 4,425 328 0.17% 0.54% 669 -11,316 -71.89% Q4 2025 Feb 13, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 4,427 328 0.04% 0.06% 668 -2,260 -33.8% Q4 2025 Jan 28, 2026
Spinnaker Investment Group, LLC History New 4,365 323 0.06% — 670 +4,365 New Q4 2025 Jan 12, 2026
PDS Planning, Inc History Added to 4,355 322 0.02% 0.02% 671 +10 0.23% Q4 2025 Jan 26, 2026
UMB Bank, n.a. History Reduced 4,330 321 0.0% 0.01% 672 -405 -8.55% Q4 2025 Feb 13, 2026
Ellevest, Inc. History Added to 4,333 321 0.04% 0.04% 673 +10 0.23% Q4 2025 Feb 10, 2026
Stonebrook Private Inc. History Reduced 4,304 319 0.07% 0.08% 674 -816 -15.94% Q4 2025 Feb 11, 2026
AlTi Global, Inc. History No change 4,294 318 0.01% 0.01% 675 0 0.0% Q4 2025 Feb 13, 2026
Aegis Wealth Management LLC History Added to 4,254 315 0.18% 0.16% 676 +42 1.0% Q4 2025 Jan 14, 2026
Redwood Park Advisors LLC History Added to 4,206 311 0.21% 0.2% 677 +9 0.21% Q4 2025 Feb 17, 2026
MOTCO History No change 4,184 310 0.03% 0.03% 678 0 0.0% Q4 2025 Feb 06, 2026
Yukon Wealth Management, Inc. History No change 4,122 308 0.18% 0.1% 679 0 0.0% Q4 2025 Feb 10, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 4,142 307 0.01% 0.03% 680 -9,495 -69.63% Q4 2025 Feb 11, 2026
CAPSTONE CAPITAL LLC History No change 4,133 306 0.2% 0.2% 681 0 0.0% Q4 2025 Jan 22, 2026
Avidian Wealth Enterprises, LLC History Added to 4,124 305 0.01% 0.01% 682 +1 0.02% Q4 2025 Feb 02, 2026
Meridian Wealth Partners, LLC History Reduced 4,109 304 0.04% 0.04% 683 -387 -8.61% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 4,080 302 0.01% 0.01% 685 +147 3.74% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History No change 4,078 302 0.01% 0.01% 684 0 0.0% Q4 2025 Jan 20, 2026
Marble Wealth, LLC History New 4,064 301 0.04% — 687 +4,064 New Q4 2025 Feb 10, 2026
CGN Advisors LLC History No change 4,064 301 0.02% 0.02% 686 0 0.0% Q4 2025 Jan 05, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 4,056 300 0.2% 0.19% 688 0 0.0% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 4,024 298 0.0% 0.0% 689 +1 0.02% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History No change 3,976 294 0.01% 0.01% 690 0 0.0% Q4 2025 Feb 06, 2026
Ballast Financial Advisors LLC History New 3,914 290 0.3% — 691 +3,914 New Q4 2025 Feb 17, 2026
Glassman Wealth Services History No change 3,896 288 0.04% 0.04% 692 0 0.0% Q4 2025 Jan 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 3,862 286 0.1% 0.1% 693 -28 -0.72% Q4 2025 Jan 09, 2026
Capital Square, LLC History Added to 3,850 285 0.15% 0.14% 694 +109 2.91% Q4 2025 Feb 13, 2026
HWG Holdings LP History No change 3,819 283 0.07% 0.07% 695 0 0.0% Q4 2025 Jan 12, 2026
Up Capital Management, Inc. History New 3,808 282 0.25% — 698 +3,808 New Q4 2025 Mar 23, 2026
MJP ASSOCIATES INC /ADV History Added to 3,811 282 0.04% 0.04% 696 +8 0.21% Q4 2025 Feb 06, 2026
Advisor OS, LLC History Added to 3,811 282 0.02% 0.02% 697 +8 0.21% Q4 2025 Feb 04, 2026
Ameritas Advisory Services, LLC History Added to 3,703 274 0.01% 0.01% 699 +1,238 50.22% Q4 2025 Feb 04, 2026
Krilogy Financial LLC History No change 3,593 271 0.01% 0.01% 700 0 0.0% Q4 2025 Jan 27, 2026
Ascent Group, LLC History Reduced 3,647 270 0.01% 0.01% 702 -172 -4.5% Q4 2025 Jan 20, 2026
Sageworth Trust Co of South Dakota History No change 3,650 270 0.22% 0.25% 701 0 0.0% Q4 2025 Jan 30, 2026
GRANDFIELD & DODD, LLC History No change 3,599 267 0.02% 0.01% 703 0 0.0% Q4 2025 Feb 10, 2026
SITTNER & NELSON, LLC History No change 3,514 264 0.09% 0.09% 704 0 0.0% Q4 2025 Feb 11, 2026
Aspirean Wealth, LLC History New 3,541 262 0.29% — 705 +3,541 New Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 3,521 261 0.01% 0.01% 707 +340 10.69% Q4 2025 Feb 02, 2026
Accredited Investors Inc. History No change 3,524 261 0.01% 0.01% 706 0 0.0% Q4 2025 Feb 05, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,502 259 0.03% 0.04% 708 0 0.0% Q4 2025 Jan 15, 2026
REGIONS FINANCIAL CORP History Reduced 3,485 258 0.0% 0.22% 709 -765,847 -99.55% Q4 2025 Jan 27, 2026
Clark Capital Management Group, Inc. History No change 3,483 258 0.0% 0.0% 710 0 0.0% Q4 2025 Feb 17, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 3,476 257 0.08% 0.08% 711 0 0.0% Q4 2025 Jan 12, 2026
Autumn Glory Partners, LLC History New 3,454 256 0.09% — 714 +3,454 New Q4 2025 Jan 27, 2026
BlackDiamond Wealth Management, LLC History Reduced 3,386 256 0.12% 0.15% 713 -448 -11.68% Q4 2025 Feb 10, 2026
Accel Wealth Management History Added to 3,464 256 0.07% 0.07% 712 +204 6.26% Q4 2025 Jan 20, 2026
Olistico Wealth, LLC History Added to 3,448 255 0.12% 0.13% 715 +25 0.73% Q4 2025 Jan 13, 2026
Silicon Valley Capital Partners History Added to 3,414 253 0.02% 0.02% 716 +7 0.21% Q4 2025 Feb 13, 2026
One Day In July LLC History New 3,390 251 0.02% — 717 +3,390 New Q4 2025 Feb 04, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 3,370 249 0.05% 0.05% 718 0 0.0% Q4 2025 Feb 12, 2026
American Financial Advisors, LLC History Added to 3,351 248 0.03% 0.03% 719 +2 0.06% Q4 2025 Feb 03, 2026
MATAURO, LLC History Added to 3,325 246 0.04% 0.04% 720 +7 0.21% Q4 2025 Jan 16, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 3,278 243 0.04% 0.05% 721 -550 -14.37% Q4 2025 Jan 14, 2026
Brooklyn Investment Group History No change 3,236 242 0.01% 0.03% 722 0 0.0% Q4 2025 Feb 12, 2026
Ironwood Investment Counsel, LLC History No change 3,221 238 0.03% 0.03% 723 0 0.0% Q4 2025 Feb 06, 2026
Planning Center, Inc. History Added to 3,195 236 0.02% 0.02% 724 +7 0.22% Q4 2025 Feb 02, 2026
Disciplined Investors, L.L.C. History Added to 3,181 235 0.15% 0.16% 725 +5 0.16% Q4 2025 Feb 10, 2026
RB Capital Management, LLC History Added to 3,115 231 0.05% 0.04% 726 +180 6.13% Q4 2025 Feb 03, 2026
Dorsey & Whitney Trust CO LLC History No change 3,102 230 0.01% 0.01% 727 0 0.0% Q4 2025 Feb 11, 2026
Safe Harbor Wealth Advisors, LLC History New 3,083 228 0.22% — 729 +3,083 New Q4 2025 Feb 13, 2026
Bull Oak Capital, LLC History No change 3,079 228 0.09% 0.09% 728 0 0.0% Q4 2025 Feb 02, 2026
SAGE RHINO CAPITAL LLC History Reduced 3,064 227 0.04% 0.04% 730 -23 -0.75% Q4 2025 Jan 30, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 3,052 226 0.08% 0.1% 732 -451 -12.87% Q4 2025 Jan 08, 2026
Gilbert & Cook, Inc. History No change 3,057 226 0.03% 0.03% 731 0 0.0% Q4 2025 Jan 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,037 225 0.0% 0.0% 733 0 0.0% Q4 2025 Feb 09, 2026
SCS Capital Management LLC History No change 3,043 225 0.0% 0.0% 734 0 0.0% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History No change 3,043 225 0.01% 0.01% 735 0 0.0% Q4 2025 Feb 05, 2026
JM2 Capital Inc. History New 3,027 224 0.18% — 736 +3,027 New Q4 2025 Jan 23, 2026
E6 Portfolios, LLC History New 3,026 224 0.26% — 737 +3,026 New Q4 2025 Feb 13, 2026
Prosperity Advisers, LLC History New 3,003 222 0.18% — 740 +3,003 New Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History New 3,002 222 0.01% — 739 +3,002 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History New 3,000 222 0.0% — 738 +3,000 New Q4 2025 Feb 13, 2026
COFG Advisors, LLC History New 2,960 219 0.05% — 741 +2,960 New Q4 2025 Feb 10, 2026
Tradition Wealth Management, LLC History Added to 2,943 218 0.02% 0.02% 742 +6 0.2% Q4 2025 Feb 11, 2026
LYNCH & ASSOCIATES/IN History Reduced 2,907 215 0.04% 0.04% 743 -20 -0.68% Q4 2025 Jan 07, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 2,903 215 0.15% 0.15% 744 0 0.0% Q4 2025 Feb 09, 2026
Bouchey Financial Group Ltd History No change 2,890 214 0.02% 0.02% 745 0 0.0% Q4 2025 Jan 16, 2026
High Probability Advisors, LLC History No change 2,891 214 0.03% 0.03% 746 0 0.0% Q4 2025 Jan 29, 2026
City State Bank History No change 2,880 213 0.06% 0.06% 747 0 0.0% Q4 2025 Jan 28, 2026
BNC WEALTH MANAGEMENT, LLC History No change 2,865 212 0.05% 0.05% 748 0 0.0% Q4 2025 Jan 22, 2026
Brindle & Bay Financial Advisors, LLC History New 2,836 210 0.14% — 750 +2,836 New Q4 2025 Jan 29, 2026
Morton Capital Management LLC/CA History New 2,833 210 0.03% — 749 +2,833 New Q4 2025 Feb 03, 2026
Whalen Wealth Management Inc. History Reduced 2,811 208 0.11% 0.2% 752 -1,991 -41.46% Q4 2025 Jan 20, 2026
Fort Point Capital Partners LLC History Reduced 2,764 208 0.02% 0.03% 751 -819 -22.86% Q4 2025 Feb 13, 2026
PKS Advisory Services, LLC History No change 2,791 207 0.05% 0.04% 753 0 0.0% Q4 2025 Feb 02, 2026
BAILARD, INC. History New 2,716 201 0.0% — 754 +2,716 New Q4 2025 Feb 04, 2026
Russell Investments Group, Ltd. History Added to 2,507 185 0.0% 0.0% 755 +1,389 124.24% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 2,397 177 0.0% 0.0% 756 -1,077 -31.0% Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 2,383 176 0.02% — 757 +2,383 New Q4 2025 Feb 09, 2026
Global Wealth Strategies & Associates History Reduced 2,340 173 0.04% 0.05% 758 -105 -4.29% Q4 2025 Jan 02, 2026
Tradewinds Capital Management, LLC History New 2,330 172 0.04% — 759 +2,330 New Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History No change 2,271 168 0.01% 0.01% 760 0 0.0% Q4 2025 Jan 26, 2026
Strategic Wealth Advisors LLC History New 2,257 167 0.14% — 761 +2,257 New Q4 2025 Feb 03, 2026
Frazier Financial Advisors, LLC History No change 2,161 160 0.09% 0.1% 762 0 0.0% Q4 2025 Feb 09, 2026
Hilltop National Bank History No change 2,154 159 0.04% 0.04% 763 0 0.0% Q4 2025 Jan 07, 2026
Oakworth Capital, Inc. History No change 2,078 154 0.01% 0.01% 764 0 0.0% Q4 2025 Jan 30, 2026
IAG Wealth Partners, LLC History No change 1,880 139 0.02% 0.02% 765 0 0.0% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 1,872 138 0.0% 0.0% 766 +91 5.11% Q4 2025 Jan 16, 2026
MCF Advisors LLC History New 1,854 137 0.01% — 767 +1,854 New Q4 2025 Feb 11, 2026
WealthCollab, LLC History No change 1,860 137 0.06% 0.06% 768 0 0.0% Q4 2025 Jan 27, 2026
ATMOS ADVISORY, LLC History Added to 1,844 136 0.08% 0.08% 769 +4 0.22% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History No change 1,832 135 0.0% 0.0% 770 0 0.0% Q4 2025 Feb 17, 2026
Abound Wealth Management History No change 1,730 128 0.03% 0.03% 771 0 0.0% Q4 2025 Jan 12, 2026
SYM FINANCIAL Corp History Added to 1,625 120 0.01% 0.01% 772 +378 30.31% Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History No change 1,623 120 0.01% 0.01% 773 0 0.0% Q4 2025 Feb 06, 2026
FIDUCIARY ADVISORS, INC. History Added to 1,612 119 0.09% 0.09% 774 +3 0.19% Q4 2025 Jan 27, 2026
DHJJ Financial Advisors, Ltd. History Added to 1,578 117 0.04% 0.0% 775 +1,552 5969.23% Q4 2025 Jan 23, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 1,535 113 0.07% 0.07% 776 -12 -0.78% Q4 2025 Feb 10, 2026
S.A. Mason LLC History No change 1,491 110 0.04% 0.05% 777 0 0.0% Q4 2025 Jan 29, 2026
Merrithew & Thorsten Inc History New 1,381 102 0.11% — 778 +1,381 New Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Reduced 1,334 98 0.0% 0.01% 779 -5,864 -81.47% Q4 2025 Feb 17, 2026
TFC Financial Management, Inc. History Added to 1,312 97 0.01% 0.01% 780 +3 0.23% Q4 2025 Jan 23, 2026
DecisionPoint Financial, LLC History Added to 1,150 85 0.02% 0.01% 782 +423 58.18% Q4 2025 Jan 29, 2026
Plante Moran Financial Advisors, LLC History No change 1,159 85 0.01% 0.01% 781 0 0.0% Q4 2025 Feb 05, 2026
FIRST COMMUNITY TRUST NA History No change 1,103 81 0.06% 0.06% 783 0 0.0% Q4 2025 Jan 16, 2026
Crews Bank & Trust History No change 1,034 76 0.01% 0.01% 784 0 0.0% Q4 2025 Jan 21, 2026
Rialto Wealth Management, LLC History No change 1,035 76 0.02% 0.02% 785 0 0.0% Q4 2025 Jan 12, 2026
Birchwood Financial Partners, Inc. History New 861 63 0.06% — 786 +861 New Q4 2025 Feb 19, 2026
Cornerstone Planning Group LLC History Added to 807 61 0.01% 0.0% 787 +555 220.24% Q4 2025 Feb 02, 2026
Gleason Group, Inc. History Added to 828 61 0.01% 0.01% 788 +2 0.24% Q4 2025 Jan 15, 2026
BESSEMER GROUP INC History No change 813 60 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 05, 2026
FIRST UNITED BANK & TRUST History No change 775 57 0.02% 0.02% 790 0 0.0% Q4 2025 Jan 21, 2026
Capital Investment Advisory Services, LLC History Reduced 671 49 0.0% 0.0% 791 -81 -10.77% Q4 2025 Jan 21, 2026
Fairscale Capital, LLC History Added to 651 48 0.03% 0.02% 792 +142 27.9% Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History No change 581 43 0.01% 0.0% 793 0 0.0% Q4 2025 Jan 22, 2026
Transce3nd, LLC History No change 532 40 0.32% — 794 0 0.0% Q4 2025 Feb 06, 2026
BARRETT & COMPANY, INC. History No change 536 39 0.01% 0.01% 795 0 0.0% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History No change 536 39 0.0% 0.0% 796 0 0.0% Q4 2025 Feb 20, 2026
Sound Income Strategies, LLC History New 502 37 0.0% — 798 +502 New Q4 2025 Jan 21, 2026
COMERICA BANK History No change 512 37 0.0% 0.0% 797 0 0.0% Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History No change 482 35 0.0% 0.0% 799 0 0.0% Q4 2025 Feb 12, 2026
ABOUND FINANCIAL, LLC History New 458 33 0.01% — 801 +458 New Q4 2025 Feb 17, 2026