Dimensional ETF Trust - DFUV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MERCER GLOBAL ADVISORS INC /ADV History Added to 39,863,226 1,857,237 2.83% 2.84% 1 +1,727,520 4.53% Q4 2025 Feb 18, 2026
Savant Capital, LLC History Reduced 15,777,842 735,089 4.18% 4.34% 2 -217,567 -1.36% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 14,767,787 688,031 0.78% 1.06% 3 +85,893 0.59% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 9,946,239 463,395 0.63% 0.46% 4 +3,360,457 51.03% Q4 2025 Mar 09, 2026
NORTHERN TRUST CORP History Reduced 5,885,246 274,193 0.03% 0.03% 5 -72,025 -1.21% Q4 2025 Feb 17, 2026
Index Fund Advisors, Inc. History Reduced 5,733,670 267,131 12.54% 12.63% 6 -93,610 -1.61% Q4 2025 Jan 29, 2026
Plancorp, LLC History Reduced 5,720,442 266,515 8.06% 8.18% 7 -116,257 -1.99% Q4 2025 Feb 05, 2026
Creative Planning History Reduced 5,039,285 234,780 0.17% 0.18% 8 -89,099 -1.74% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 4,636,422 216,010 2.65% 1.92% 9 +857,772 22.7% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Reduced 4,531,643 211,129 0.23% 0.23% 10 -25,901 -0.57% Q4 2025 Feb 06, 2026
TCI Wealth Advisors, Inc. History Added to 3,319,491 154,655 8.53% 8.11% 11 +278,384 9.15% Q4 2025 Feb 02, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 3,058,248 142,483 2.54% 2.58% 12 +176,588 6.13% Q4 2025 Jan 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,702,280 130,222 0.18% 0.19% 13 -82,181 -2.95% Q4 2025 Jan 08, 2026
Cerity Partners LLC History Reduced 2,476,371 115,374 0.17% 0.18% 14 -37,618 -1.5% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History Reduced 2,194,706 102,251 1.18% 1.16% 15 -46,786 -2.09% Q4 2025 Jan 21, 2026
MASECO LLP History Reduced 2,032,404 94,669 4.12% 4.41% 16 -4,561 -0.22% Q4 2025 Jan 22, 2026
Truepoint, Inc. History Reduced 1,966,611 91,624 2.06% 2.06% 17 -16,546 -0.83% Q4 2025 Feb 11, 2026
Trust Co of the South History Reduced 1,762,073 82,095 13.2% 13.14% 18 -9,712 -0.55% Q4 2025 Jan 05, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 1,690,520 81,466 7.7% 7.71% 19 +1,909 0.11% Q4 2025 Jan 22, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,365,295 63,609 0.02% 0.02% 20 -26,768 -1.92% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 1,355,344 63,145 0.02% 0.02% 21 +19,301 1.44% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Added to 1,333,124 62,110 3.35% 3.32% 22 +15,312 1.16% Q4 2025 Jan 12, 2026
Beacon Pointe Advisors, LLC History Added to 1,319,434 61,472 0.43% 0.46% 23 +103,281 8.49% Q4 2025 Feb 18, 2026
CHOREO, LLC History Reduced 1,301,006 61,056 0.78% 0.76% 24 -9,810 -0.75% Q4 2025 Jan 23, 2026
Foster Group, Inc. History Reduced 1,281,493 59,704 1.8% 1.83% 25 -19,780 -1.52% Q4 2025 Jan 12, 2026
Beaird Harris Wealth Management, LLC History Reduced 1,269,014 59,123 4.07% 4.06% 26 -11,558 -0.9% Q4 2025 Feb 23, 2026
Pathstone Holdings, LLC History New 1,235,981 57,584 0.22% — 27 +1,235,981 New Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Reduced 1,190,941 55,485 0.72% 0.73% 28 -9,897 -0.82% Q4 2025 Jan 27, 2026
SACHEM HILL LLC History Added to 1,064,945 49,615 9.64% 9.35% 29 +18,807 1.8% Q4 2025 Feb 12, 2026
Triune Financial Partners, LLC History Added to 947,622 46,310 10.82% 10.6% 30 +5,779 0.61% Q4 2025 Feb 02, 2026
Porter White Investment Advisors, Inc. History Added to 973,576 45,358 18.6% 18.51% 31 +8,696 0.9% Q4 2025 Jan 29, 2026
Team Hewins, LLC History Reduced 971,148 45,245 14.58% 14.88% 32 -14,941 -1.52% Q4 2025 Jan 28, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 968,443 45,119 4.43% 4.3% 33 +16,703 1.75% Q4 2025 Feb 13, 2026
Parkwoods Wealth Partners, LLC History Added to 942,335 43,903 12.92% 14.09% 34 +18,087 1.96% Q4 2025 Jan 15, 2026
TFC Financial Management, Inc. History Reduced 917,022 42,724 5.36% 5.33% 35 -14,407 -1.55% Q4 2025 Jan 23, 2026
Heritage Investment Group, Inc. History Reduced 870,598 40,561 6.17% 6.58% 36 -49,367 -5.37% Q4 2025 Jan 30, 2026
Guardian Wealth Management, LLC History New 855,118 39,839 12.63% — 37 +855,118 New Q4 2025 Jan 20, 2026
Smartleaf Asset Management LLC History Added to 826,929 38,807 1.47% 0.11% 38 +786,297 1935.17% Q4 2025 Feb 13, 2026
KEB ASSET MANAGEMENT, LLC History Added to 828,285 38,589 7.82% 7.96% 39 +34,580 4.36% Q4 2025 Jan 09, 2026
SAX WEALTH ADVISORS, LLC History Reduced 813,382 37,895 1.78% 2.0% 40 -18,674 -2.24% Q4 2025 Jan 12, 2026
Disciplined Equity Management, Inc. History Added to 802,309 37,379 19.37% 18.79% 41 +29,547 3.82% Q4 2025 Jan 14, 2026
EARNED WEALTH ADVISORS, LLC History Added to 797,379 37,149 11.98% 3.93% 42 +263,848 49.45% Q4 2025 Jan 27, 2026
Wescott Financial Advisory Group, LLC History Reduced 770,002 35,874 3.13% 3.41% 43 -79,889 -9.4% Q4 2025 Feb 12, 2026
Timonier Family Office, LTD. History Reduced 765,891 35,682 11.32% 11.55% 44 -22,879 -2.9% Q4 2025 Feb 04, 2026
DIXON FNANCIAL SERVICES, INC. History Reduced 760,873 35,449 15.72% 15.57% 45 -4,032 -0.53% Q4 2025 Jan 15, 2026
Planning Center, Inc. History Reduced 758,134 35,321 3.61% 3.75% 46 -40,722 -5.1% Q4 2025 Feb 02, 2026
Apella Capital, LLC History Reduced 738,218 34,393 0.68% 0.81% 47 -83,685 -10.18% Q4 2025 Jan 21, 2026
Tillman Hartley LLC History Reduced 735,476 34,265 8.6% 8.65% 48 -12,414 -1.66% Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 719,062 33,501 0.67% 0.53% 49 +120,229 20.08% Q4 2025 Feb 05, 2026
ASPIRIANT, LLC History Reduced 718,099 33,456 0.96% 0.99% 50 -6,994 -0.96% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 716,744 33,393 0.14% — 51 +716,744 New Q4 2025 Feb 05, 2026
Wealth Architects, LLC History Reduced 710,843 33,118 2.98% 3.01% 52 -3,163 -0.44% Q4 2025 Feb 17, 2026
Wealth Management Nebraska History Reduced 708,882 33,026 3.78% 3.8% 53 -4,658 -0.65% Q4 2025 Jan 28, 2026
Richard Young Associates, Ltd. History New 704,459 32,820 25.63% — 54 +704,459 New Q4 2025 Feb 05, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 680,592 31,708 2.6% 2.54% 55 -61,631 -8.3% Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc./Texas History Reduced 675,745 31,482 13.66% 13.38% 56 -3,121 -0.46% Q4 2025 Feb 09, 2026
Mariner, LLC History Reduced 669,616 31,197 0.04% 0.04% 57 -38,713 -5.47% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 663,011 30,889 1.58% 2.77% 58 -342,608 -34.07% Q4 2025 Feb 10, 2026
M Holdings Securities, Inc. History Added to 659,432 30,723 2.2% 0.18% 59 +640,256 3338.84% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Reduced 658,113 30,661 0.36% 0.28% 60 -54,942 -7.71% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 652,738 30,411 0.04% 0.04% 61 -50,817 -7.22% Q4 2025 Feb 12, 2026
McLean Asset Management Corp History Reduced 627,711 30,343 5.44% 5.88% 62 -5,391 -0.85% Q4 2025 Jan 16, 2026
Verus Financial Partners, Inc. History Added to 597,541 29,112 2.68% 0.11% 63 +571,132 2162.64% Q4 2025 Feb 02, 2026
Three Arch Wealth Management LLC History New 602,251 28,058 5.26% — 64 +602,251 New Q4 2025 Feb 13, 2026
Premier Financial Group History Reduced 585,877 27,419 7.15% 6.99% 65 -2,260 -0.38% Q4 2025 Feb 09, 2026
Symmetry Partners, LLC History Reduced 586,045 27,303 1.62% 3.06% 66 -42,446 -6.75% Q4 2025 Jan 27, 2026
ShankerValleau Wealth Advisors, Inc. History Reduced 580,854 27,061 7.33% 6.75% 67 -7,898 -1.34% Q4 2025 Jan 06, 2026
WPWealth LLP History Added to 580,288 27,035 4.23% 3.92% 68 +43,970 8.2% Q4 2025 Feb 13, 2026
WorthPointe, LLC History Added to 565,215 26,333 6.92% 8.96% 69 +30,354 5.68% Q4 2025 Jan 26, 2026
Meritas Wealth Management, LLC History Reduced 563,721 26,263 12.63% 12.82% 70 -15,420 -2.66% Q4 2025 Jan 14, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 556,567 25,930 2.93% 2.98% 71 -8,509 -1.51% Q4 2025 Jan 14, 2026
TFO Wealth Partners, LLC History Added to 556,420 25,923 3.88% 4.04% 72 +1,691 0.3% Q4 2025 Feb 05, 2026
LRI Investments, LLC History Reduced 546,827 25,476 2.06% 2.0% 73 -1,064 -0.19% Q4 2025 Feb 04, 2026
CLUNE & ASSOCIATES, LTD. History Added to 540,018 25,159 5.43% 5.09% 74 +84,348 18.51% Q4 2025 Feb 09, 2026
Petersen Hastings Wealth Advisors Inc. History New 516,437 24,060 2.31% — 75 +516,437 New Q4 2025 Feb 11, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 513,951 23,944 9.77% 9.7% 76 +7,984 1.58% Q4 2025 Jan 08, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 513,436 23,920 1.53% 1.58% 77 -7,202 -1.38% Q4 2025 Jan 20, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History Added to 505,243 23,539 18.42% 17.77% 78 +1,242 0.25% Q4 2025 Jan 27, 2026
American Investment Services, Inc. History Added to 485,791 22,632 5.25% 5.2% 79 +1,152 0.24% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 485,055 22,598 0.01% 0.01% 80 -259,604 -34.86% Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History Added to 483,484 22,525 0.44% 0.04% 81 +458,188 1811.31% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 483,072 22,506 0.23% 0.26% 82 -88,571 -15.49% Q4 2025 Jan 13, 2026
Prudent Man Investment Management, Inc. History Added to 480,048 22,365 7.52% 10.25% 83 +28,830 6.39% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 477,636 22,253 0.24% 0.3% 84 +29,030 6.47% Q4 2025 Jan 23, 2026
STIFEL FINANCIAL CORP History Reduced 474,029 22,085 0.02% 0.02% 85 -568 -0.12% Q4 2025 Feb 13, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 471,369 21,961 5.76% 5.67% 86 +8,886 1.92% Q4 2025 Feb 06, 2026
RS CRUM INC. History Added to 468,574 21,830 4.36% 4.55% 87 +10,517 2.3% Q4 2025 Feb 17, 2026
Kooman & Associates History Added to 468,453 21,825 6.46% 6.3% 88 +11,496 2.52% Q4 2025 Jan 23, 2026
DiNuzzo Private Wealth, Inc. History Reduced 465,337 21,680 2.36% 2.37% 89 -5,330 -1.13% Q4 2025 Jan 16, 2026
Sequoia Financial Advisors, LLC History Reduced 451,026 21,013 0.12% 0.12% 90 -4,953 -1.09% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Added to 447,732 20,859 0.02% 0.02% 91 +55,016 14.01% Q4 2025 Feb 17, 2026
BAKER BOYER NATIONAL BANK History Reduced 443,276 20,652 6.23% 6.71% 92 -8,938 -1.98% Q4 2025 Feb 03, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 426,581 19,874 8.12% 8.1% 93 -2,824 -0.66% Q4 2025 Jan 09, 2026
Financial Engines Advisors L.L.C. History Reduced 412,531 19,219 0.04% 0.04% 94 -4,210 -1.01% Q4 2025 Feb 12, 2026
CLARIS ADVISORS, LLC / MO / History Added to 399,783 18,625 5.68% 5.79% 95 +5,806 1.47% Q4 2025 Jan 16, 2026
Grunden Financial Advisory, Inc. History Added to 397,270 18,508 7.23% 7.19% 96 +1,512 0.38% Q4 2025 Jan 27, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 391,958 18,261 6.01% 5.86% 97 +404 0.1% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 383,830 17,882 0.01% 0.01% 98 +73,357 23.63% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 377,861 17,604 0.0% 0.0% 99 +29,304 8.41% Q4 2025 Jan 29, 2026
Confluence Wealth Services, Inc. History Added to 358,022 16,680 0.69% 0.73% 100 +26,536 8.01% Q4 2025 Jan 28, 2026
McMill Wealth Management History Reduced 352,175 16,407 4.61% 9.09% 101 -361,365 -50.64% Q4 2025 Feb 23, 2026
Pillar Financial Advisors, LLC History Reduced 339,248 15,805 9.53% 9.86% 102 -12,153 -3.46% Q4 2025 Feb 02, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 337,190 15,709 1.72% 1.78% 103 -4,602 -1.35% Q4 2025 Feb 13, 2026
Ruedi Wealth Management, Inc. History Reduced 333,365 15,531 4.07% 4.39% 104 -17,231 -4.91% Q4 2025 Feb 06, 2026
Austin Asset Management Co Inc History Reduced 331,156 15,428 2.53% 2.71% 105 -1,501 -0.45% Q4 2025 Feb 04, 2026
OneDigital Investment Advisors LLC History Reduced 328,297 15,295 0.15% 0.16% 106 -13,504 -3.95% Q4 2025 Feb 13, 2026
Graves Light Lenhart Wealth, Inc. History Added to 324,902 15,137 1.61% 1.46% 107 +30,687 10.43% Q4 2025 Jan 09, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 324,195 15,104 1.46% 1.45% 108 +2,811 0.87% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 321,383 14,973 0.5% 0.51% 109 -5,356 -1.64% Q4 2025 Feb 06, 2026
PINNEY & SCOFIELD, INC. History Reduced 319,499 14,885 8.45% 9.03% 110 -5,922 -1.82% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 319,337 14,877 0.5% 0.48% 111 +4,334 1.38% Q4 2025 Jan 14, 2026
Navigoe, LLC History Reduced 318,082 14,819 9.15% 9.33% 112 -9,077 -2.77% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Added to 317,738 14,804 0.02% 0.02% 113 +30,589 10.65% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 307,572 14,329 0.0% 0.0% 114 -6,889 -2.19% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History Reduced 305,641 14,239 0.27% 0.26% 115 -5,099 -1.64% Q4 2025 Feb 04, 2026
Summit Wealth Group, LLC History Added to 300,827 14,015 3.27% 3.17% 116 +7,793 2.66% Q4 2025 Feb 06, 2026
Diversified Portfolios, Inc. History Reduced 299,719 13,963 1.16% 1.19% 117 -1,121 -0.37% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Added to 296,739 13,825 0.45% 0.6% 118 +4,017 1.37% Q4 2025 Jan 20, 2026
Squire Investment Management Company, LLC History Added to 295,274 13,756 4.16% 4.17% 119 +8,719 3.04% Q4 2025 Jan 22, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 294,258 13,709 12.85% — 120 +294,258 New Q4 2025 Feb 19, 2026
MORGAN STANLEY History Added to 290,199 13,520 0.0% 0.0% 121 +10,356 3.7% Q4 2025 Feb 13, 2026
Sterling Wealth Management, Inc. History Reduced 286,966 13,369 3.81% 3.95% 122 -4,265 -1.46% Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Added to 286,035 13,326 0.47% 0.62% 123 +7,162 2.57% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Reduced 285,487 13,300 0.43% 0.49% 124 -93,578 -24.69% Q4 2025 Jan 09, 2026
New Dimensions Wealth Management, LLC History Reduced 279,039 13,000 11.12% 11.13% 125 -5,193 -1.83% Q4 2025 Feb 03, 2026
Altiora Financial Group, LLC History Reduced 278,793 12,988 2.24% 2.4% 126 -14,706 -5.01% Q4 2025 Feb 12, 2026
Addison Advisors LLC History Added to 275,014 12,812 2.88% 2.8% 127 +4,491 1.66% Q4 2025 Feb 06, 2026
Bridgewater Advisors Inc. History Reduced 257,582 12,580 0.82% 0.8% 128 -737 -0.29% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History Added to 267,614 12,468 0.03% 0.02% 129 +114,034 74.25% Q4 2025 Feb 17, 2026
SB Capital Management Inc History New 264,597 12,327 4.52% — 130 +264,597 New Q4 2025 Feb 20, 2026
Lauterbach Financial Advisors, LLC History Added to 260,734 12,147 5.94% 5.86% 131 +37 0.01% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 259,781 12,103 0.06% — 132 +259,781 New Q4 2025 Feb 18, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Reduced 259,133 12,073 7.18% 8.17% 133 -44,195 -14.57% Q4 2025 Jan 26, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 245,078 11,958 6.08% 6.3% 134 +1,629 0.67% Q4 2025 Jan 27, 2026
WELLS FARGO & COMPANY/MN History Added to 246,405 11,479 0.0% 0.0% 135 +13,022 5.58% Q4 2025 Feb 13, 2026
Investmark Advisory Group LLC History Reduced 234,473 10,924 4.65% 4.63% 136 -4,200 -1.76% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Reduced 232,424 10,828 0.04% 0.05% 137 -14,218 -5.76% Q4 2025 Feb 13, 2026
RTD Financial Advisors, Inc. History Reduced 229,310 10,683 1.3% 1.24% 138 -1,128 -0.49% Q4 2025 Jan 27, 2026
JDH Wealth Management, LLC History Reduced 224,116 10,441 7.16% 7.15% 139 -1,367 -0.61% Q4 2025 Jan 05, 2026
Burk Holdings LLC History Added to 217,007 10,110 4.82% 5.05% 140 +5,338 2.52% Q4 2025 Feb 12, 2026
Capstone Wealth Management, LLC History Reduced 213,293 9,937 7.25% 7.39% 141 -1,620 -0.75% Q4 2025 Jan 20, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 209,709 9,770 1.38% 1.43% 142 -288 -0.14% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 204,850 9,543 1.2% 1.25% 143 -1,305 -0.63% Q4 2025 Jan 08, 2026
RF&L WEALTH MANAGEMENT, LLC History Reduced 204,461 9,525 5.34% 5.44% 144 -3,095 -1.49% Q4 2025 Jan 09, 2026
Greenspring Advisors, LLC History Added to 203,801 9,495 0.58% 0.25% 145 +172,290 546.76% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 197,398 9,196 0.01% 0.01% 146 +29,156 17.33% Q4 2025 Feb 17, 2026
Peirce Capital Management, LLC History Added to 196,768 9,167 3.65% 3.63% 147 +1,133 0.58% Q4 2025 Feb 06, 2026
MAI Capital Management History Reduced 196,718 9,165 0.05% 0.06% 148 -24,926 -11.25% Q4 2025 Feb 13, 2026
Level Financial Advisors History Reduced 194,861 9,078 2.4% 2.49% 149 -2,982 -1.51% Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Reduced 192,653 8,975 0.07% 0.05% 150 -11,445 -5.61% Q4 2025 Feb 13, 2026
Visionary Wealth Advisors History Added to 190,217 8,862 0.4% 0.35% 151 +22,546 13.45% Q4 2025 Feb 13, 2026
Werba Rubin Papier Wealth Management History Reduced 186,562 8,691 2.36% 1.35% 152 -506 -0.27% Q4 2025 Jan 27, 2026
Compound Planning, Inc. History Reduced 185,504 8,642 0.25% 0.33% 153 -42,564 -18.66% Q4 2025 Feb 19, 2026
EverSource Wealth Advisors, LLC History Added to 180,368 8,403 0.31% 0.3% 154 +9,683 5.67% Q4 2025 Feb 06, 2026
Financial Harvest, LLC History Reduced 180,042 8,388 5.18% 5.45% 155 -911 -0.5% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 179,274 8,352 0.0% 0.0% 156 +19,906 12.49% Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History Reduced 162,914 8,135 3.36% 3.32% 157 -924 -0.56% Q4 2025 Feb 13, 2026
Strathmore Capital Advisors, Inc. History Reduced 168,276 7,839 2.57% 3.2% 158 -6,465 -3.7% Q4 2025 Feb 13, 2026
Belleair Asset Management, LLC History New 168,153 7,834 7.46% — 159 +168,153 New Q4 2025 Jan 30, 2026
Sprinkle Financial Consultants LLC History Reduced 166,538 7,759 3.94% 4.24% 160 -3,245 -1.91% Q4 2025 Jan 08, 2026
CWM, LLC History Added to 166,004 7,734 0.02% 0.01% 161 +97,693 143.01% Q4 2025 Jan 26, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 165,380 7,705 1.9% 3.14% 162 -145,285 -46.77% Q4 2025 Jan 08, 2026
TruNorth Capital Management, LLC History Added to 163,516 7,618 1.45% 1.45% 163 +10 0.01% Q4 2025 Feb 11, 2026
Seneschal Advisors, LLC History Reduced 161,619 7,529 5.54% 5.34% 164 -3,137 -1.9% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 160,353 7,470 0.24% 0.23% 165 -546 -0.34% Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Added to 153,637 7,157 0.4% 0.39% 166 +2,707 1.79% Q4 2025 Jan 14, 2026
TRUIST FINANCIAL CORP History Reduced 153,555 7,154 0.01% 0.01% 167 -48 -0.03% Q4 2025 Feb 02, 2026
Lutz Financial Services LLC History Added to 152,015 7,082 0.48% 0.41% 168 +24,049 18.79% Q4 2025 Feb 06, 2026
Aegis Wealth Management LLC History Reduced 147,057 6,851 3.87% 3.92% 169 -16,895 -10.3% Q4 2025 Jan 14, 2026
Kondo Wealth Advisors, Inc. History Reduced 145,973 6,802 2.6% 2.64% 170 -311 -0.21% Q4 2025 Jan 30, 2026
CarsonAllaria Wealth Management, Ltd. History Reduced 141,869 6,609 3.28% 3.34% 171 -1,956 -1.36% Q4 2025 Jan 22, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 137,292 6,396 1.01% 1.0% 172 +1,973 1.46% Q4 2025 Jan 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 135,804 6,327 0.01% 0.01% 173 +2,508 1.88% Q4 2025 Feb 17, 2026
Shearwater Capital LLC History Reduced 134,352 6,259 3.59% 3.75% 174 -6,892 -4.88% Q4 2025 Jan 13, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 134,254 6,254 1.87% 1.87% 175 0 0.0% Q4 2025 Jan 30, 2026
EnRich Financial Partners LLC History Reduced 132,822 6,188 1.69% 1.72% 176 -2,515 -1.86% Q4 2025 Jan 28, 2026
Cherry Tree Wealth Management, LLC History Reduced 130,859 6,096 1.29% 1.4% 177 -11,824 -8.29% Q4 2025 Feb 10, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 130,612 6,086 1.46% 1.72% 178 -15,114 -10.37% Q4 2025 Feb 27, 2026
Gradient Capital Advisors, LLC History Reduced 130,449 6,077 1.57% 1.59% 180 -2,277 -1.72% Q4 2025 Feb 06, 2026
Colorado Capital Management, Inc. History Reduced 130,431 6,077 2.28% 2.28% 179 -1,662 -1.26% Q4 2025 Jan 23, 2026
LAM GROUP, INC. History Added to 130,385 6,074 3.48% 3.61% 181 +113 0.09% Q4 2025 Jan 23, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 129,988 6,056 0.02% 0.02% 182 -3,437 -2.58% Q4 2025 Feb 06, 2026
Weinberger Asset Management, Inc History Added to 129,457 6,031 2.17% 1.92% 183 +10,921 9.21% Q4 2025 Feb 09, 2026
GEM Asset Management, LLC History Added to 125,788 5,997 2.67% 2.62% 184 +2,703 2.2% Q4 2025 Jan 09, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 127,393 5,935 1.28% 1.28% 185 0 0.0% Q4 2025 Jan 28, 2026
Annandale Capital, LLC History Reduced 126,224 5,881 0.7% 0.96% 186 -572 -0.45% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 124,717 5,810 0.0% — 187 +124,717 New Q4 2025 Feb 17, 2026
Abacus Wealth Partners, LLC History Reduced 124,630 5,806 0.57% 0.82% 188 -2,694 -2.12% Q4 2025 Feb 05, 2026
BOK Financial Private Wealth, Inc. History No change 124,354 5,793 0.35% 0.35% 189 0 0.0% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 123,170 5,739 0.02% 0.01% 190 +6,139 5.25% Q4 2025 Feb 05, 2026
COGENT STRATEGIC WEALTH LLC History New 110,957 5,393 5.88% — 191 +110,957 New Q4 2025 Mar 02, 2026
Simplicity Wealth,LLC History Reduced 115,554 5,383 0.32% 0.3% 192 -1,202 -1.03% Q4 2025 Jan 30, 2026
Evensky & Katz LLC History Reduced 115,447 5,379 0.3% 0.3% 193 -896 -0.77% Q4 2025 Feb 05, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 114,340 5,327 5.24% — 194 +114,340 New Q4 2025 Jan 26, 2026
Yeomans Consulting Group, Inc. History Added to 112,065 5,221 1.53% 1.68% 195 +2,901 2.66% Q4 2025 Jan 07, 2026
PFG Advisors History Reduced 109,388 5,096 0.25% 0.21% 196 -6,293 -5.44% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 108,829 5,070 0.06% 0.06% 197 -1,329 -1.21% Q4 2025 Jan 20, 2026
FMR LLC History Added to 107,054 4,987 0.0% 0.0% 198 +5,874 5.81% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 106,945 4,982 0.0% 0.0% 199 +798 0.75% Q4 2025 Feb 10, 2026
Intelligent Financial Strategies History Reduced 106,722 4,972 2.39% 2.35% 200 -1,217 -1.13% Q4 2025 Jan 26, 2026
FMB WEALTH MANAGEMENT History Reduced 106,548 4,964 1.96% 2.03% 201 -452 -0.42% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 105,217 4,902 0.03% 0.03% 202 -1,071 -1.01% Q4 2025 Feb 17, 2026
Sollinda Capital Management LLC History Added to 104,134 4,851 1.24% 0.83% 203 +36,353 53.63% Q4 2025 Jan 15, 2026
AG Asset Advisory, LLC History Added to 102,231 4,762 4.08% 3.01% 204 +20,946 25.77% Q4 2025 Feb 11, 2026
Trace Wealth Advisors, LLC History No change 101,158 4,712 3.4% 3.38% 205 0 0.0% Q4 2025 Feb 12, 2026
Vannoy Advisory Group, Inc. History Added to 100,813 4,696 2.98% 2.92% 206 +723 0.72% Q4 2025 Jan 15, 2026
Joel Isaacson & Co., LLC History Added to 99,486 4,635 0.15% 0.01% 207 +92,298 1284.06% Q4 2025 Jan 30, 2026
Investment Advisory Group, LLC History No change 98,192 4,574 1.18% 1.19% 208 0 0.0% Q4 2025 Jan 23, 2026
Verdence Capital Advisors LLC History Reduced 98,091 4,570 0.27% 0.3% 209 -17,000 -14.77% Q4 2025 Jan 29, 2026
SwitchPoint Financial Planning, LLC History Reduced 97,976 4,564 3.2% 3.34% 210 -5,343 -5.17% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 97,493 4,542 0.01% 0.0% 211 +24,194 33.01% Q4 2025 Jan 30, 2026
Summit Financial Strategies, Inc. History No change 96,558 4,498 0.37% 0.37% 212 0 0.0% Q4 2025 Jan 27, 2026
MML INVESTORS SERVICES, LLC History Added to 96,305 4,486 0.01% 0.01% 213 +13,037 15.66% Q4 2025 Feb 13, 2026
Embree Financial Group History Reduced 96,083 4,476 0.55% 0.72% 214 -24,932 -20.6% Q4 2025 Jan 14, 2026
McCartney Wealth Management LLC History New 94,624 4,408 3.8% — 215 +94,624 New Q4 2025 Feb 17, 2026
Cascade Wealth Advisors, Inc History Added to 89,571 4,370 2.02% 1.79% 216 +8,814 10.91% Q4 2025 Feb 04, 2026
HMV Wealth Advisors, LLC History Added to 93,687 4,364 2.18% 2.23% 217 +2,831 3.12% Q4 2025 Jan 20, 2026
Pacific Asset Management, LLC History Reduced 89,593 4,174 2.51% 2.79% 218 -2,509 -2.72% Q4 2025 Jan 28, 2026
BluePrint Investing LLC History New 85,242 3,971 3.16% — 219 +85,242 New Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Reduced 84,842 3,952 0.01% 0.01% 220 -944 -1.1% Q4 2025 Mar 16, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 84,339 3,929 0.03% 0.03% 221 -1,608 -1.87% Q4 2025 Feb 12, 2026
Tumwater Wealth Management, LLC History Reduced 84,002 3,913 1.59% 1.67% 222 -114 -0.14% Q4 2025 Jan 29, 2026
Vistica Wealth Advisors, LLC History New 81,691 3,805 3.79% — 223 +81,691 New Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 79,399 3,699 0.01% 0.01% 224 -2,780 -3.38% Q4 2025 Feb 11, 2026
55 North Private Wealth, LLC History New 78,668 3,665 0.97% — 225 +78,668 New Q4 2025 Jan 27, 2026
Kilner Capital Advisors, LLC History New 78,665 3,665 3.5% — 226 +78,665 New Q4 2025 Feb 11, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 76,969 3,585 2.86% 2.84% 227 0 0.0% Q4 2025 Feb 10, 2026
Axis Wealth Partners, LLC History Added to 75,855 3,534 1.95% 1.96% 228 +963 1.29% Q4 2025 Jan 30, 2026
WASHINGTON TRUST Co History No change 75,104 3,499 0.11% 0.11% 229 0 0.0% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Added to 74,548 3,473 0.04% 0.04% 230 +118 0.16% Q4 2025 Feb 09, 2026
CFS Investment Advisory Services, LLC History Reduced 74,311 3,462 0.25% 0.26% 231 -2,092 -2.74% Q4 2025 Feb 10, 2026
Aspen Capital Management, LLC History Reduced 73,666 3,432 0.85% 0.86% 232 -1,431 -1.91% Q4 2025 Jan 29, 2026
REGIONS FINANCIAL CORP History New 72,152 3,361 0.02% — 233 +72,152 New Q4 2025 Jan 27, 2026
Platform Wealth Management, LLC History New 71,276 3,320 0.88% — 235 +71,276 New Q4 2025 Feb 11, 2026
Wealth Advisors Northwest LLC History Reduced 71,273 3,320 1.47% 1.56% 234 -778 -1.08% Q4 2025 Jan 16, 2026
Zhang Financial LLC History Added to 70,016 3,262 0.12% 0.13% 236 +637 0.92% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 69,402 3,233 0.05% 0.05% 237 +182 0.26% Q4 2025 Feb 09, 2026
BWM Planning, LLC History No change 67,707 3,154 0.84% 0.9% 238 0 0.0% Q4 2025 Jan 14, 2026
Generations Wealth, LLC History New 66,267 3,087 3.16% — 239 +66,267 New Q4 2025 Feb 13, 2026
Disciplined Investments, LLC History Reduced 65,672 3,059 1.18% 1.19% 240 -1,339 -2.0% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 65,323 3,043 0.06% — 241 +65,323 New Q4 2025 Feb 17, 2026
Glass Jacobson Investment Advisors llc History Added to 64,356 2,998 1.08% 1.04% 242 +128 0.2% Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Added to 63,888 2,976 0.01% 0.01% 243 +1,146 1.83% Q4 2025 Feb 17, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 62,935 2,932 1.69% 1.65% 244 +32 0.05% Q4 2025 Jan 16, 2026
Woodside Wealth Management LLC History Reduced 62,725 2,922 2.18% 2.22% 245 -291 -0.46% Q4 2025 Jan 30, 2026
Cypress Wealth Services, LLC History Added to 62,281 2,901 0.4% 0.39% 246 +9,664 18.37% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Reduced 60,273 2,808 0.0% 0.0% 247 -4,337 -6.71% Q4 2025 Feb 10, 2026
Westmount Partners, LLC History No change 60,240 2,806 0.7% 0.7% 248 0 0.0% Q4 2025 Jan 15, 2026
Robertson Stephens Wealth Management, LLC History Reduced 58,794 2,739 0.07% 0.09% 249 -5,088 -7.96% Q4 2025 Feb 02, 2026
Clarity Capital Advisors, LLC History Added to 58,107 2,707 1.35% 1.38% 250 +1,210 2.13% Q4 2025 Feb 11, 2026
Nicholas Hoffman & Company, LLC. History Reduced 57,055 2,658 0.06% 0.07% 251 -9,100 -13.76% Q4 2025 Feb 02, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Reduced 56,732 2,643 1.64% 1.7% 252 -404 -0.71% Q4 2025 Feb 10, 2026
POINCIANA ADVISORS GROUP, LLC History Added to 56,197 2,618 2.06% 1.94% 253 +4,679 9.08% Q4 2025 Feb 09, 2026
MATAURO, LLC History Added to 56,037 2,610 0.39% 0.4% 254 +373 0.67% Q4 2025 Jan 16, 2026
Fonville Wealth Management LLC History Added to 55,716 2,595 0.53% 0.56% 255 +1 0.0% Q4 2025 Jan 23, 2026
Triumph Capital Management History New 55,579 2,589 0.56% — 256 +55,579 New Q4 2025 Feb 12, 2026
Family CFO Inc History No change 55,422 2,582 1.15% 1.14% 257 0 0.0% Q4 2025 Jan 23, 2026
Clark Asset Management, LLC History Added to 54,841 2,555 0.27% 0.14% 258 +28,410 107.49% Q4 2025 Jan 27, 2026
Aptus Capital Advisors, LLC History Added to 54,816 2,553 0.02% 0.02% 259 +277 0.51% Q4 2025 Feb 13, 2026
Foundation Wealth Management, LLC\PA History Reduced 54,348 2,532 0.92% 0.95% 260 -745 -1.35% Q4 2025 Jan 15, 2026
Capital Investment Advisory Services, LLC History Added to 53,267 2,481 0.18% 0.1% 261 +24,708 86.52% Q4 2025 Jan 21, 2026
Quantum Financial Advisors, LLC History Reduced 53,107 2,474 0.28% 0.32% 262 -4,996 -8.6% Q4 2025 Jan 12, 2026
Frankly Finances, LLC History New 51,792 2,412 2.09% — 263 +51,792 New Q4 2025 Jan 26, 2026
TAGStone Capital, Inc. History Added to 51,726 2,409 0.9% 0.91% 264 +181 0.35% Q4 2025 Feb 10, 2026
Warwick Investment Management, Inc. History Added to 51,723 2,409 0.37% 0.4% 265 +181 0.35% Q4 2025 Jan 15, 2026
Curi Capital, LLC History Reduced 51,395 2,394 0.04% 0.05% 266 -5,786 -10.12% Q4 2025 Feb 17, 2026
Daybright Advisory Services, Inc. History New 50,271 2,342 0.62% — 267 +50,271 New Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Reduced 47,358 2,302 0.06% 0.06% 268 -218 -0.46% Q4 2025 Jan 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 49,274 2,295 0.0% 0.0% 269 -37 -0.08% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 48,229 2,246 0.02% 0.02% 270 +1,975 4.27% Q4 2025 Feb 17, 2026
Kane Co Wealth Management, Inc. History New 47,954 2,234 1.97% — 271 +47,954 New Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 47,608 2,218 0.04% 0.05% 272 +2,282 5.03% Q4 2025 Feb 06, 2026
IEQ CAPITAL, LLC History Added to 47,389 2,207 0.01% 0.01% 273 +48 0.1% Q4 2025 Feb 13, 2026
Cloud Capital Management, LLC History Added to 47,249 2,201 1.04% 0.9% 274 +9,040 23.66% Q4 2025 Feb 12, 2026
25 LLC History Reduced 46,314 2,157 0.68% 0.71% 275 -315 -0.68% Q4 2025 Jan 15, 2026
Valued Wealth Advisors LLC History Reduced 46,115 2,148 0.94% 0.97% 276 -727 -1.55% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Added to 45,135 2,102 0.01% 0.01% 277 +136 0.3% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 45,115 2,101 0.02% 0.02% 278 +1,340 3.06% Q4 2025 Jan 16, 2026
Stone Summit Wealth LLC History Reduced 44,540 2,075 0.56% 0.57% 279 -734 -1.62% Q4 2025 Jan 27, 2026
Aurelius Family Office LLC History Reduced 43,182 2,062 0.89% 0.91% 280 -2,649 -5.78% Q4 2025 Jan 09, 2026
CURIO WEALTH, LLC History Reduced 42,103 1,982 0.7% 0.77% 281 -123 -0.29% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 42,508 1,980 0.01% 0.01% 282 +9,825 30.06% Q4 2025 Feb 17, 2026
Francis Financial, Inc. History Reduced 42,353 1,973 0.39% 0.38% 283 -5,891 -12.21% Q4 2025 Feb 11, 2026
TRED AVON FAMILY WEALTH, LLC History No change 41,902 1,952 0.63% 0.64% 284 0 0.0% Q4 2025 Jan 27, 2026
Tarbox Family Office, Inc. History Added to 41,863 1,950 0.31% 0.27% 285 +699 1.7% Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Added to 41,177 1,918 0.12% 0.11% 286 +6,059 17.25% Q4 2025 Feb 18, 2026
IFG Advisors, LLC History Reduced 40,523 1,887 0.31% 0.3% 287 -885 -2.14% Q4 2025 Jan 13, 2026
Rialto Wealth Management, LLC History Added to 40,422 1,883 0.45% 0.47% 288 +4 0.01% Q4 2025 Jan 12, 2026
Entelevest, LLC History New 39,948 1,861 1.86% — 290 +39,948 New Q4 2025 Feb 11, 2026
Samalin Investment Counsel, LLC History Added to 39,954 1,861 0.66% 0.58% 289 +2,350 6.25% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Reduced 39,158 1,824 0.0% 0.0% 291 -2,735 -6.53% Q4 2025 Feb 13, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 38,956 1,814 0.53% 0.53% 292 -899 -2.26% Q4 2025 Jan 08, 2026
NewEdge Advisors, LLC History Reduced 38,365 1,787 0.01% 0.01% 293 -142 -0.37% Q4 2025 Feb 18, 2026
LJI Wealth Management, LLC History Added to 38,217 1,780 0.27% 0.04% 294 +33,524 714.34% Q4 2025 Feb 03, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 36,813 1,715 0.24% 0.22% 295 +8 0.02% Q4 2025 Jan 20, 2026
COMERICA BANK History No change 36,357 1,693 0.01% 0.01% 296 0 0.0% Q4 2025 Jan 29, 2026
Cordant, Inc. History Reduced 35,988 1,676 0.7% 0.96% 298 -11,583 -24.35% Q4 2025 Jan 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 35,976 1,676 0.01% 0.01% 297 0 0.0% Q4 2025 Feb 13, 2026
Empowered Funds, LLC History Added to 35,556 1,656 0.03% 0.01% 299 +12,579 54.75% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 35,516 1,654 0.01% 0.01% 300 +1,416 4.15% Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History Added to 34,716 1,617 0.09% 0.06% 301 +11,739 51.09% Q4 2025 Feb 17, 2026
Beacon Financial Advisory LLC History Reduced 34,268 1,596 0.37% 0.36% 302 -624 -1.79% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 33,977 1,582 0.04% 0.04% 303 +630 1.89% Q4 2025 Feb 06, 2026
XY Planning Network, Inc. History Added to 33,370 1,554 0.27% 0.3% 304 +12,782 62.08% Q4 2025 Jan 26, 2026
Quadcap Wealth Management, LLC History No change 32,970 1,536 0.18% 0.17% 305 0 0.0% Q4 2025 Jan 29, 2026
ARK & TLK INVESTMENTS, LLC History No change 32,807 1,528 0.42% 0.47% 306 0 0.0% Q4 2025 Feb 10, 2026
Aspen Wealth Management LLC History Reduced 32,755 1,526 0.32% 0.33% 307 -37 -0.11% Q4 2025 Jan 05, 2026
Prime Capital Investment Advisors, LLC History Added to 32,197 1,500 0.02% 0.02% 308 +397 1.25% Q4 2025 Jan 21, 2026
Klingman & Associates, LLC History New 31,457 1,465 0.07% — 309 +31,457 New Q4 2025 Jan 29, 2026
Baird Financial Group, Inc. History Added to 31,377 1,461 0.0% 0.0% 310 +1,980 6.74% Q4 2025 Feb 13, 2026
Cogent Private Wealth, Inc. History New 31,337 1,459 1.11% — 311 +31,337 New Q4 2025 Feb 10, 2026
Applied Capital LLC History Reduced 31,235 1,455 0.56% 0.57% 312 -169 -0.54% Q4 2025 Jan 16, 2026
Busey Bank History No change 31,112 1,449 0.04% 0.04% 313 0 0.0% Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Added to 30,245 1,409 0.01% 0.01% 314 +1,153 3.96% Q4 2025 Jan 26, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 30,065 1,400 1.3% 1.25% 315 0 0.0% Q4 2025 Jan 16, 2026
Bragg Financial Advisors, Inc History No change 29,836 1,390 0.05% 0.04% 316 0 0.0% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 29,322 1,366 0.1% 0.11% 317 -2,839 -8.83% Q4 2025 Feb 13, 2026
RAM Investment Partners, LLC History Reduced 29,014 1,351 0.24% 0.26% 318 -1,550 -5.07% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 28,865 1,344 0.02% 0.02% 319 -921 -3.09% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 28,760 1,339 0.03% 0.03% 320 +186 0.65% Q4 2025 Feb 04, 2026
Farmers National Bank History New 28,465 1,326 0.3% — 321 +28,465 New Q4 2025 Mar 12, 2026
Wick Capital Partners, LLC History No change 28,339 1,320 0.24% 0.3% 322 0 0.0% Q4 2025 Mar 02, 2026
Eldridge Investment Advisors, Inc. History Added to 27,788 1,294 0.28% 0.28% 323 +273 0.99% Q4 2025 Feb 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 27,741 1,292 0.02% 0.02% 324 0 0.0% Q4 2025 Jan 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 27,568 1,284 0.0% 0.0% 325 -1,537 -5.28% Q4 2025 Feb 12, 2026
Oath Planning, LLC History New 27,454 1,279 1.26% — 326 +27,454 New Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Reduced 26,987 1,257 0.05% 0.06% 327 -784 -2.82% Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 26,931 1,254 0.33% 0.33% 328 -258 -0.95% Q4 2025 Feb 10, 2026
Garde Capital, Inc. History No change 26,598 1,239 0.07% 0.06% 329 0 0.0% Q4 2025 Feb 10, 2026
New England Private Wealth Advisors LLC History Added to 26,568 1,237 0.15% 0.16% 330 +85 0.32% Q4 2025 Feb 13, 2026
M Wealth Management, LLC History Reduced 26,461 1,232 1.07% 1.05% 331 -181 -0.68% Q4 2025 Jan 29, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 26,330 1,226 0.08% 0.07% 332 +40 0.15% Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History No change 26,169 1,219 0.15% 0.16% 333 0 0.0% Q4 2025 Jan 21, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History No change 26,180 1,219 0.86% 0.86% 334 0 0.0% Q4 2025 Jan 07, 2026
Diversify Advisory Services, LLC History New 25,118 1,218 0.04% — 335 +25,118 New Q4 2025 Jan 23, 2026
Kaufman Rossin Wealth, LLC History Added to 25,950 1,209 0.63% 0.63% 336 +246 0.96% Q4 2025 Jan 14, 2026
Pictet North America Advisors SA History No change 25,825 1,203 0.11% 0.11% 337 0 0.0% Q4 2025 Jan 16, 2026
Integrated Advisors Network LLC History Reduced 25,288 1,178 0.05% 0.05% 338 -1,124 -4.26% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 24,650 1,148 0.02% 0.02% 339 +219 0.9% Q4 2025 Jan 14, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Reduced 24,623 1,147 0.72% 0.8% 340 -2,715 -9.93% Q4 2025 Feb 24, 2026
Financial Council, LLC History No change 24,585 1,145 0.46% 0.49% 341 0 0.0% Q4 2025 Feb 05, 2026
BlackRock, Inc. History Reduced 24,532 1,142 0.0% 0.0% 342 -1,354 -5.23% Q4 2025 Feb 12, 2026
Arkadios Wealth Advisors History Reduced 24,480 1,140 0.02% 0.03% 343 -1 -0.0% Q4 2025 Feb 13, 2026
&PARTNERS History Reduced 24,410 1,137 0.01% 0.01% 344 -7,159 -22.68% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 24,096 1,122 0.02% 0.02% 345 -490 -1.99% Q4 2025 Feb 02, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 23,752 1,106 0.07% 0.07% 346 +61 0.26% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 23,434 1,091 0.01% 0.01% 347 +1,053 4.7% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Added to 23,337 1,087 0.01% 0.01% 348 +7,157 44.23% Q4 2025 Feb 17, 2026
M&T BANK CORP History No change 23,205 1,081 0.0% 0.0% 349 0 0.0% Q4 2025 Jan 30, 2026
Midwest Trust Co History No change 22,999 1,071 0.01% 0.01% 350 0 0.0% Q4 2025 Feb 04, 2026
SIGNATUREFD, LLC History Added to 22,970 1,070 0.02% 0.01% 351 +2,708 13.36% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History Reduced 22,897 1,066 0.02% 0.02% 352 -746 -3.16% Q4 2025 Feb 11, 2026
Silver Oak Advisory Group, Inc. History No change 22,883 1,066 0.48% 0.46% 353 0 0.0% Q4 2025 Feb 03, 2026
Mustard Seed Financial, LLC History Added to 22,671 1,056 0.66% 0.64% 356 +226 1.01% Q4 2025 Jan 23, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 22,672 1,056 1.24% 1.21% 354 0 0.0% Q4 2025 Feb 11, 2026
Dorsey & Whitney Trust CO LLC History No change 22,680 1,056 0.06% 0.05% 355 0 0.0% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Reduced 22,422 1,044 0.02% 0.02% 357 -1,400 -5.88% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 22,176 1,033 0.0% 0.0% 358 +4,858 28.05% Q4 2025 Feb 02, 2026
Allegiance Financial Group Advisory Services LLC History Added to 22,161 1,032 0.22% 0.23% 359 +21 0.09% Q4 2025 Feb 03, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 22,141 1,031 0.97% — 360 +22,141 New Q4 2025 Feb 02, 2026
Parkside Investments, LLC History No change 22,018 1,025 0.13% 0.12% 361 0 0.0% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Reduced 21,830 1,017 0.02% 0.02% 362 -1,400 -6.03% Q4 2025 Jan 22, 2026
KDK Private Wealth Management, LLC History No change 21,488 1,001 0.87% 0.97% 363 0 0.0% Q4 2025 Feb 12, 2026
Stratos Investment Management, LLC History Added to 21,449 999 0.04% 0.04% 364 +75 0.35% Q4 2025 Jan 20, 2026
Running Point Capital Advisors, LLC History No change 21,423 998 0.27% 0.26% 365 0 0.0% Q4 2025 Feb 17, 2026
MBM WEALTH CONSULTANTS, LLC History No change 21,375 995 0.24% 0.24% 366 0 0.0% Q4 2025 Jan 26, 2026
Seaside Wealth Management, Inc. History Added to 21,265 990 0.28% 0.28% 367 +26 0.12% Q4 2025 Feb 17, 2026
Balboa Wealth Partners History No change 21,219 988 0.16% 0.16% 368 0 0.0% Q4 2025 Jan 16, 2026
Avantax Planning Partners, Inc. History No change 21,142 985 0.03% 0.03% 369 0 0.0% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Added to 20,617 960 0.02% 0.02% 370 +39 0.19% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History No change 20,578 958 0.06% 0.07% 371 0 0.0% Q4 2025 Jan 13, 2026
Wealth Enhancement Trust Services, Inc. History New 20,492 954 0.12% — 372 +20,492 New Q4 2025 Jan 27, 2026
Pinnacle Financial Partners, Inc. History New 20,396 950 0.01% — 374 +20,396 New Q4 2025 Feb 18, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 20,403 950 0.01% 0.01% 373 -843 -3.97% Q4 2025 Jan 22, 2026
Marietta Wealth Management, LLC History Reduced 20,360 948 0.11% 0.11% 375 -50 -0.24% Q4 2025 Jan 28, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 20,241 943 0.62% 0.62% 376 -66 -0.33% Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 20,232 942 0.0% 0.0% 377 -100 -0.49% Q4 2025 Jan 30, 2026
CENTRAL TRUST Co History No change 19,826 923 0.02% 0.02% 378 0 0.0% Q4 2025 Feb 02, 2026
Empower Advisory Group, LLC History Added to 19,762 920 0.0% 0.0% 379 +7,604 62.54% Q4 2025 Feb 12, 2026
AWM CAPITAL, LLC History Reduced 19,645 915 0.08% 0.08% 380 -73 -0.37% Q4 2025 Feb 17, 2026
CRA Financial Services, LLC History Added to 19,240 896 0.12% 0.11% 381 +601 3.22% Q4 2025 Jan 16, 2026
London & Capital Asset Management Ltd History New 19,160 892 0.01% — 382 +19,160 New Q4 2025 Feb 17, 2026
AMARILLO NATIONAL BANK History No change 19,084 889 0.16% 0.15% 383 0 0.0% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Reduced 19,069 888 0.0% 0.0% 384 -149 -0.78% Q4 2025 Feb 11, 2026
COMMERCE BANK History No change 18,832 877 0.0% 0.0% 385 0 0.0% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 18,697 871 0.05% — 386 +18,697 New Q4 2025 Feb 09, 2026
BetterWealth, LLC History No change 18,641 868 0.2% 0.2% 387 0 0.0% Q4 2025 Jan 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 18,614 867 0.0% 0.01% 388 0 0.0% Q4 2025 Feb 12, 2026
Arbor Wealth Advisors LLC History Reduced 18,601 866 0.62% 0.64% 390 -550 -2.87% Q4 2025 Jan 12, 2026
Professional Financial Advisors, LLC History Added to 18,603 866 0.18% 0.17% 389 +65 0.35% Q4 2025 Jan 15, 2026
Pure Financial Advisors, LLC History Added to 18,522 862 0.16% 0.01% 391 +21 0.11% Q4 2025 Mar 04, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 18,423 858 0.06% 0.08% 392 -9,047 -32.93% Q4 2025 Jan 23, 2026
tru Independence LLC History Added to 18,422 858 0.22% 0.21% 393 +34 0.18% Q4 2025 Jan 22, 2026
Northwest Wealth Advisors, LLC History New 18,352 855 0.67% — 396 +18,352 New Q4 2025 Feb 06, 2026
Oak Wealth Advisors LLC History Reduced 18,361 855 0.49% 0.55% 395 -2,829 -13.35% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Reduced 18,352 855 0.04% 0.05% 394 -1,512 -7.61% Q4 2025 Mar 04, 2026
Plante Moran Financial Advisors, LLC History No change 18,289 852 0.05% 0.05% 397 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 18,231 849 0.59% 0.63% 398 +64 0.35% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History No change 18,118 844 0.02% 0.02% 399 0 0.0% Q4 2025 Feb 06, 2026
NorthRock Partners, LLC History Added to 18,092 842 0.01% 0.01% 400 +4,230 30.52% Q4 2025 Feb 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 18,089 842 0.16% 0.18% 401 -620 -3.31% Q4 2025 Feb 04, 2026
Red Tortoise LLC History No change 17,856 831 0.35% 0.35% 402 0 0.0% Q4 2025 Jan 22, 2026
Renasant Bank History No change 17,757 827 0.56% 0.5% 403 0 0.0% Q4 2025 Jan 30, 2026
Caprock Group, LLC History Added to 17,532 816 0.02% 0.02% 404 +146 0.84% Q4 2025 Jan 28, 2026
Falcon Wealth Planning History No change 17,426 811 0.07% 0.07% 405 0 0.0% Q4 2025 Feb 03, 2026
D.A. DAVIDSON & CO. History Added to 17,388 810 0.0% 0.0% 406 +420 2.48% Q4 2025 Jan 29, 2026
SUMMIT WEALTH GROUP LLC / CO History New 17,369 809 0.11% — 407 +17,369 New Q4 2025 Feb 04, 2026
Key FInancial Inc History No change 17,351 808 0.15% 0.14% 408 0 0.0% Q4 2025 Feb 09, 2026
Berger Financial Group, Inc History Added to 17,311 806 0.05% 0.05% 409 +3 0.02% Q4 2025 Jan 27, 2026
Sound View Wealth Advisors Group, LLC History No change 17,170 799 0.05% 0.05% 410 0 0.0% Q4 2025 Jan 08, 2026
Narus Financial Partners, LLC History Reduced 16,971 790 0.22% 0.21% 411 -1 -0.01% Q4 2025 Feb 09, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 16,927 788 0.55% 0.58% 413 -204 -1.19% Q4 2025 Jan 23, 2026
Rather & Kittrell, Inc. History No change 16,925 788 0.13% 0.13% 412 0 0.0% Q4 2025 Jan 28, 2026
Prism Planning Partners LLC History New 16,868 785 0.88% — 414 +16,868 New Q4 2025 Feb 11, 2026
Aerodigm Wealth, LLC History No change 16,821 783 0.28% 0.32% 415 0 0.0% Q4 2025 Feb 06, 2026
Colonial Trust Co / SC History Reduced 16,762 780 0.1% 0.1% 416 -156 -0.92% Q4 2025 Feb 12, 2026
Eaton Financial Holdings Company, LLC History Added to 16,491 768 0.21% 0.21% 417 +58 0.35% Q4 2025 Feb 09, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 16,476 767 0.08% 0.07% 418 +4 0.02% Q4 2025 Feb 02, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 16,452 766 0.01% 0.01% 419 +43 0.26% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 16,440 765 0.0% 0.0% 420 +4 0.02% Q4 2025 Feb 12, 2026
Powerhouse Assets LLC History New 16,193 754 0.66% — 421 +16,193 New Q4 2025 Jan 15, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 16,187 754 0.16% 0.17% 422 0 0.0% Q4 2025 Jan 20, 2026
Betterment LLC History Reduced 16,094 750 0.0% 0.0% 423 -795 -4.71% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Added to 15,159 738 0.03% 0.02% 424 +561 3.84% Q4 2025 Jan 27, 2026
Babb Wealth Advisors LLC History Added to 15,764 734 0.41% 0.46% 425 +39 0.25% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History No change 15,731 733 0.01% 0.01% 426 0 0.0% Q4 2025 Jan 05, 2026
WestHill Financial Advisors, Inc. History No change 15,726 732 0.14% 0.14% 427 0 0.0% Q4 2025 Jan 21, 2026
Capital Investment Advisors, LLC History Reduced 15,680 730 0.01% 0.01% 428 -380 -2.37% Q4 2025 Jan 13, 2026
Perigon Wealth Management, LLC History Added to 15,525 723 0.01% 0.01% 430 +534 3.56% Q4 2025 Jan 16, 2026
Cadence Bank History Reduced 15,521 723 0.04% 0.04% 429 -166 -1.06% Q4 2025 Jan 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 15,416 718 0.0% 0.0% 431 -3,460 -18.33% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 15,278 711 0.0% 0.0% 432 -101 -0.66% Q4 2025 Feb 17, 2026
Dakota Wealth Management History No change 15,245 710 0.01% 0.01% 433 0 0.0% Q4 2025 Jan 13, 2026
Longview Financial Advisors LLC History Reduced 15,239 709 0.39% 0.4% 434 -302 -1.94% Q4 2025 Jan 14, 2026
U.S. Capital Wealth Advisors, LLC History No change 15,205 708 0.02% 0.02% 435 0 0.0% Q4 2025 Jan 23, 2026
NerdWallet Wealth Partners, LLC History No change 15,216 708 0.32% 0.33% 436 0 0.0% Q4 2025 Jan 13, 2026
BAILARD, INC. History Reduced 15,059 701 0.02% 0.01% 437 -168 -1.1% Q4 2025 Feb 04, 2026
Belpointe Asset Management LLC History No change 14,594 679 0.02% 0.02% 438 0 0.0% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History No change 14,594 679 0.1% 0.1% 439 0 0.0% Q4 2025 Jan 27, 2026
Williams & Novak, LLC History Added to 14,565 678 0.51% 0.46% 440 +1,067 7.9% Q4 2025 Feb 05, 2026
GenTrust, LLC History No change 14,422 671 0.03% 0.03% 441 0 0.0% Q4 2025 Feb 02, 2026
Shore Point Advisors, LLC History Added to 14,373 669 0.28% 0.28% 442 +263 1.86% Q4 2025 Jan 23, 2026
Operose Advisors LLC History Added to 14,225 662 0.15% 0.08% 443 +6,666 88.19% Q4 2025 Feb 10, 2026
D'Orazio & Associates, Inc. History No change 14,143 658 0.08% 0.08% 444 0 0.0% Q4 2025 Feb 04, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 13,867 646 0.15% 0.15% 445 0 0.0% Q4 2025 Jan 06, 2026
Rossby Financial, LCC History Added to 13,791 642 0.2% 0.2% 446 +11 0.08% Q4 2025 Feb 12, 2026
Pathfinder Wealth Consulting, Inc. History New 13,663 636 0.4% — 447 +13,663 New Q4 2025 Feb 09, 2026
FSM Wealth Advisors, LLC History Added to 13,607 633 0.09% 0.09% 448 +6 0.04% Q4 2025 Jan 23, 2026
Gilbert & Cook, Inc. History Reduced 13,513 629 0.08% 0.09% 451 -1,395 -9.36% Q4 2025 Jan 07, 2026
Mesirow Financial Investment Management, Inc. History Added to 13,515 629 0.01% 0.01% 449 +44 0.33% Q4 2025 Feb 05, 2026
CWA Asset Management Group, LLC History No change 13,503 629 0.02% 0.02% 450 0 0.0% Q4 2025 Jan 07, 2026
Leo Wealth, LLC History Reduced 13,420 625 0.05% 0.08% 452 -126 -0.93% Q4 2025 Jan 21, 2026
FRANKLIN RESOURCES INC History Added to 13,392 623 0.0% 0.0% 453 +47 0.35% Q4 2025 Feb 11, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 13,339 621 0.03% 0.03% 455 -504 -3.64% Q4 2025 Jan 26, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 13,340 621 0.07% 0.07% 454 +3 0.02% Q4 2025 Feb 18, 2026
Johnson Wealth Management, LLC History New 13,237 616 0.31% — 456 +13,237 New Q4 2025 Feb 11, 2026
Center for Financial Planning, Inc. History No change 13,216 615 0.06% 0.06% 457 0 0.0% Q4 2025 Feb 05, 2026
HBE Wealth Management, LLC History New 12,964 604 0.57% — 458 +12,964 New Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Reduced 12,916 601 0.0% 0.0% 459 -1,363 -9.55% Q4 2025 Jan 26, 2026
VERITY Wealth Advisors History No change 12,775 595 0.37% 0.36% 460 0 0.0% Q4 2025 Jan 07, 2026
MB Generational Wealth, LLC History Added to 12,770 594 0.31% 0.2% 461 +5,577 77.53% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History No change 12,717 592 0.03% 0.03% 462 0 0.0% Q4 2025 Jan 30, 2026
CAPITAL ADVISORS INC/OK History No change 12,628 588 0.01% 0.01% 463 0 0.0% Q4 2025 Jan 15, 2026
McGrath & Associates, Inc. History No change 12,480 581 0.82% 0.83% 464 0 0.0% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 12,425 578 0.0% 0.0% 465 -41,441 -76.93% Q4 2025 Feb 12, 2026
PROSPERITY BANCSHARES INC History New 12,367 576 0.52% — 466 +12,367 New Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Added to 12,134 565 0.07% 0.07% 467 +22 0.18% Q4 2025 Feb 03, 2026
Lido Advisors, LLC History No change 12,455 556 0.0% 0.0% 468 0 0.0% Q4 2025 Feb 10, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 11,800 549 0.33% 0.35% 469 0 0.0% Q4 2025 Feb 17, 2026
SVB WEALTH LLC History Added to 11,749 547 0.03% 0.03% 470 +9 0.08% Q4 2025 Feb 04, 2026
Washington Trust Advisors, Inc. History Reduced 11,661 543 0.04% 0.05% 471 -1,957 -14.37% Q4 2025 Feb 03, 2026
TPG Financial Advisors, LLC History Reduced 11,595 540 0.18% 0.21% 472 -975 -7.76% Q4 2025 Feb 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 11,339 528 0.02% 0.02% 473 0 0.0% Q4 2025 Feb 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 11,320 527 0.04% 0.04% 474 0 0.0% Q4 2025 Feb 04, 2026
Bryn Mawr Trust Advisors, LLC History No change 11,324 527 0.03% 0.03% 475 0 0.0% Q4 2025 Feb 04, 2026
Wilmington Savings Fund Society, FSB History No change 11,207 522 0.01% 0.01% 476 0 0.0% Q4 2025 Feb 12, 2026
MBL Wealth, LLC History Added to 11,131 518 0.04% 0.03% 477 +3,902 53.98% Q4 2025 Jan 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 11,008 512 0.29% 0.29% 478 -29 -0.26% Q4 2025 Feb 17, 2026
O'Brien Wealth Partners LLC History New 10,960 510 0.07% — 479 +10,960 New Q4 2025 Jan 22, 2026
Badgley Phelps Wealth Managers, LLC History No change 10,860 505 0.01% 0.01% 480 0 0.0% Q4 2025 Jan 28, 2026
Ascent Group, LLC History No change 10,849 505 0.02% 0.02% 481 0 0.0% Q4 2025 Jan 20, 2026
Legacy Financial Advisors, Inc. History Added to 10,796 502 0.07% 0.04% 482 +5,080 88.87% Q4 2025 Feb 04, 2026
Liberty Capital Management, Inc. History No change 10,742 500 0.09% 0.09% 483 0 0.0% Q4 2025 Jan 26, 2026
Strategic Financial Services, Inc. History No change 9,875 498 0.02% 0.02% 484 0 0.0% Q4 2025 Feb 09, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 10,672 497 0.17% 0.16% 485 0 0.0% Q4 2025 Jan 22, 2026
Steele Capital Management, Inc. History No change 10,564 492 0.02% 0.02% 486 0 0.0% Q4 2025 Jan 27, 2026
Sanctuary Advisors, LLC History Reduced 10,527 490 0.0% 0.0% 487 -3,809 -26.57% Q4 2025 Jan 29, 2026
CVA Family Office, LLC History Added to 10,477 488 0.06% 0.06% 489 +36 0.34% Q4 2025 Jan 12, 2026
Vivaldi Capital Management LP History Added to 10,482 488 0.07% 0.07% 488 +12 0.11% Q4 2025 Feb 13, 2026
NCM Capital Management, LLC History No change 10,465 487 0.18% 0.18% 490 0 0.0% Q4 2025 Mar 02, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 10,413 485 0.33% 0.35% 491 -372 -3.45% Q4 2025 Jan 27, 2026
VestGen Advisors, LLC History Reduced 10,393 484 0.02% 0.02% 493 -3,757 -26.55% Q4 2025 Feb 17, 2026
Cross Staff Investments Inc History No change 10,391 484 0.27% 0.32% 492 0 0.0% Q4 2025 Feb 27, 2026
Ashton Thomas Private Wealth, LLC History No change 10,310 480 0.01% 0.01% 494 0 0.0% Q4 2025 Jan 29, 2026
Quad-Cities Investment Group, LLC History No change 10,298 479 0.2% 0.2% 495 0 0.0% Q4 2025 Jan 14, 2026
Americana Partners, LLC History Added to 10,223 476 0.01% 0.01% 496 +3,518 52.47% Q4 2025 Feb 06, 2026
WoodTrust Financial Corp History No change 10,081 470 0.05% 0.05% 497 0 0.0% Q4 2025 Jan 30, 2026
Towneley Capital Management, Inc / DE History Added to 10,050 468 0.1% 0.1% 498 +35 0.35% Q4 2025 Jan 30, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 10,040 467 0.03% 0.04% 500 -4,290 -29.94% Q4 2025 Feb 13, 2026
Compass Wealth Management, LLC/GA History Added to 10,023 467 0.19% 0.2% 501 +23 0.23% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History No change 10,028 467 0.01% 0.01% 499 0 0.0% Q4 2025 Feb 02, 2026
Sovereign Financial Group, Inc. History Added to 9,975 464 0.08% 0.08% 502 +680 7.32% Q4 2025 Jan 07, 2026
Accredited Investors Inc. History Reduced 9,623 448 0.02% 0.02% 503 -134 -1.37% Q4 2025 Feb 05, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 9,551 444 0.31% 0.36% 504 0 0.0% Q4 2025 Feb 04, 2026
Monument Group Wealth Advisors, LLC History Reduced 9,505 442 0.24% 0.25% 505 -142 -1.47% Q4 2025 Jan 15, 2026
Gradient Investments LLC History No change 9,427 439 0.01% 0.01% 506 0 0.0% Q4 2025 Jan 08, 2026
Approach Retirement Advisors, LLC History New 9,408 438 0.38% — 507 +9,408 New Q4 2025 Jan 29, 2026
Ironwood Financial, llc History No change 9,070 437 0.07% 0.07% 508 0 0.0% Q4 2025 Jan 15, 2026
Avant Financial Advisors LLC History No change 9,363 436 0.31% 0.31% 509 0 0.0% Q4 2025 Jan 15, 2026
PRIVATE TRUST CO NA History No change 9,274 432 0.04% 0.04% 510 0 0.0% Q4 2025 Jan 26, 2026
Black Swift Group, LLC History Added to 9,246 430 0.07% 0.07% 511 +746 8.78% Q4 2025 Feb 10, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 9,212 429 0.06% 0.06% 512 +173 1.91% Q4 2025 Feb 03, 2026
Orion Capital Management LLC History Reduced 9,189 428 0.14% 0.14% 513 -140 -1.5% Q4 2025 Feb 03, 2026
Avestar Capital, LLC History No change 9,163 426 0.03% 0.03% 514 0 0.0% Q4 2025 Feb 10, 2026
Summit Asset Management, LLC History Added to 9,072 422 0.06% 0.06% 515 +31 0.34% Q4 2025 Feb 09, 2026
RFG Advisory, LLC History Added to 9,014 419 0.01% 0.01% 516 +30 0.33% Q4 2025 Feb 03, 2026
49 WEALTH MANAGEMENT, LLC History No change 9,013 419 0.03% 0.04% 517 0 0.0% Q4 2025 Feb 04, 2026
Live Oak Private Wealth LLC History No change 8,962 417 0.06% 0.06% 518 0 0.0% Q4 2025 Jan 23, 2026
Third View Private Wealth, LLC History New 8,864 412 0.06% — 519 +8,864 New Q4 2025 Jan 23, 2026
Aspirean Wealth, LLC History New 8,863 412 0.45% — 520 +8,863 New Q4 2025 Feb 17, 2026
Goldstein Advisors, LLC History No change 8,819 410 0.05% 0.05% 521 0 0.0% Q4 2025 Feb 10, 2026
RB Capital Management, LLC History Added to 8,796 409 0.08% 0.08% 522 +1 0.01% Q4 2025 Feb 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 8,637 402 0.02% 0.02% 523 -769 -8.18% Q4 2025 Jan 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,546 398 0.01% 0.01% 524 +19 0.22% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History No change 8,530 397 0.01% 0.01% 525 0 0.0% Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History Reduced 8,513 396 0.03% 0.03% 526 -780 -8.39% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 8,232 396 0.0% 0.0% 527 0 0.0% Q4 2025 Jan 26, 2026
GDS Wealth Management History No change 8,481 395 0.02% 0.03% 528 0 0.0% Q4 2025 Feb 02, 2026
Newton One Investments LLC History Added to 8,419 392 0.12% 0.11% 529 +28 0.33% Q4 2025 Jan 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 8,351 389 0.02% 0.07% 530 -17,625 -67.85% Q4 2025 Feb 17, 2026
Warburton Capital Management, LLC History Added to 8,369 389 0.22% 0.22% 531 +29 0.35% Q4 2025 Jan 23, 2026
Physician Wealth Solutions Inc. History No change 8,307 387 0.16% 0.16% 532 0 0.0% Q4 2025 Jan 12, 2026
Venture Visionary Partners LLC History New 8,259 384 0.01% — 533 +8,259 New Q4 2025 Feb 13, 2026
M1 Capital Management LLC History Reduced 8,227 383 0.16% 0.17% 535 -439 -5.07% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 8,240 383 0.01% 0.01% 534 +19 0.23% Q4 2025 Feb 06, 2026
Brookstone Capital Management History Added to 8,218 382 0.0% 0.0% 536 +9 0.11% Q4 2025 Jan 15, 2026
Five Oceans Advisors History Added to 8,166 380 0.13% 0.13% 537 +233 2.94% Q4 2025 Jan 16, 2026
Tower Research Capital LLC (TRC) History Reduced 8,060 375 0.01% 0.01% 538 -1,895 -19.04% Q4 2025 Feb 17, 2026
Montz Harcus Wealth Management LLC History Added to 8,048 374 0.15% 0.16% 539 +28 0.35% Q4 2025 Jan 22, 2026
Rockwood Wealth Management, LLC History Reduced 8,015 373 0.03% 0.03% 540 -64 -0.79% Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History No change 7,912 368 0.16% 0.17% 541 0 0.0% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Reduced 7,818 364 0.0% 0.0% 542 -3,593 -31.49% Q4 2025 Feb 12, 2026
INTEGRITY ALLIANCE, LLC. History New 7,780 362 0.01% — 543 +7,780 New Q4 2025 Feb 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 7,141 360 0.14% 0.14% 544 0 0.0% Q4 2025 Feb 12, 2026
Integrity Wealth Solutions LLC History No change 7,726 359 0.14% 0.15% 545 0 0.0% Q4 2025 Feb 02, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 7,689 358 0.01% — 547 +7,689 New Q4 2025 Feb 19, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 7,701 358 0.02% 0.02% 546 0 0.0% Q4 2025 Feb 17, 2026
Leeward Financial Partners, LLC History No change 7,670 357 0.1% 0.1% 548 0 0.0% Q4 2025 Feb 09, 2026
Pasadena Private Wealth, LLC History No change 7,653 356 0.05% 0.05% 549 0 0.0% Q4 2025 Feb 10, 2026
Roundview Capital LLC History No change 7,626 355 0.02% 0.02% 550 0 0.0% Q4 2025 Feb 09, 2026
Aviance Capital Partners, LLC History Reduced 7,563 352 0.04% 0.04% 551 -75 -0.98% Q4 2025 Feb 06, 2026
Institute for Wealth Management, LLC. History No change 7,491 349 0.04% 0.03% 552 0 0.0% Q4 2025 Jan 27, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 7,480 348 0.05% 0.05% 553 0 0.0% Q4 2025 Feb 17, 2026
Donalies Financial Planning, LLC History New 7,387 344 0.29% — 555 +7,387 New Q4 2025 Feb 17, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 7,391 344 0.03% 0.03% 554 0 0.0% Q4 2025 Jan 12, 2026
Smith Salley Wealth Management History No change 7,344 342 0.02% 0.02% 556 0 0.0% Q4 2025 Jan 27, 2026
Elser Financial Planning, Inc History No change 7,327 341 0.25% 0.39% 557 0 0.0% Q4 2025 Jan 15, 2026
First Western Trust Bank History Reduced 7,287 339 0.02% 0.02% 558 -1,098 -13.09% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Added to 7,195 335 0.0% 0.0% 559 +121 1.71% Q4 2025 Feb 13, 2026
BOKF, NA History Reduced 7,086 330 0.01% 0.0% 560 -1 -0.01% Q4 2025 Feb 03, 2026
Caldwell Trust Co History No change 7,089 330 0.03% 0.03% 561 0 0.0% Q4 2025 Jan 30, 2026
Whalen Wealth Management Inc. History Added to 7,011 326 0.18% 0.18% 562 +25 0.36% Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Reduced 6,957 324 0.0% 0.01% 563 -15 -0.22% Q4 2025 Feb 12, 2026
Waterfront Wealth Inc. History No change 6,654 324 0.06% 0.06% 564 0 0.0% Q4 2025 Jan 27, 2026
Ponta Wealth Partners, LLC History New 6,949 323 0.3% — 565 +6,949 New Q4 2025 Feb 03, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 6,870 320 0.04% 0.05% 566 -3,480 -33.62% Q4 2025 Jan 28, 2026
Cambridge Financial Group, LLC History Reduced 6,990 318 0.11% 0.1% 567 -53 -0.75% Q4 2025 Jan 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,809 317 0.01% 0.01% 568 0 0.0% Q4 2025 Jan 27, 2026
Advisors Capital Management, LLC History No change 6,748 314 0.0% 0.0% 569 0 0.0% Q4 2025 Jan 29, 2026
Capital Planning Advisors, LLC History New 6,738 313 0.04% — 570 +6,738 New Q4 2025 Feb 17, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6,714 312 0.11% 0.11% 571 0 0.0% Q4 2025 Jan 20, 2026
Ferguson Johnson Wealth Management Inc History New 6,695 311 0.26% — 572 +6,695 New Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 6,654 310 0.01% 0.0% 573 +1,245 23.02% Q4 2025 Jan 23, 2026
Grey Ledge Advisors, LLC History No change 6,646 309 0.07% 0.07% 574 0 0.0% Q4 2025 Feb 05, 2026
High Probability Advisors, LLC History No change 6,646 309 0.04% 0.04% 575 0 0.0% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History New 6,593 307 0.01% — 576 +6,593 New Q4 2025 Feb 13, 2026
GRANDFIELD & DODD, LLC History No change 6,583 306 0.02% 0.02% 577 0 0.0% Q4 2025 Feb 10, 2026
Grove Street Fiduciary, LLC History No change 6,544 304 0.13% 0.14% 578 0 0.0% Q4 2025 Feb 03, 2026
LOCKERMAN FINANCIAL GROUP, INC. History No change 6,433 299 0.57% 0.36% 579 0 0.0% Q4 2025 Jan 21, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 6,366 296 0.09% 0.08% 580 0 0.0% Q4 2025 Feb 10, 2026
Old Peak Finance LLC History New 6,291 293 0.18% — 581 +6,291 New Q4 2025 Feb 10, 2026
RKL Wealth Management LLC History No change 6,288 292 0.02% 0.02% 582 0 0.0% Q4 2025 Feb 12, 2026
Orgel Wealth Management, LLC History No change 6,283 292 0.01% 0.01% 583 0 0.0% Q4 2025 Jan 07, 2026
Aurdan Capital Management, LLC History Reduced 6,178 287 0.09% 0.09% 584 -466 -7.01% Q4 2025 Jan 12, 2026
Essential Planning, LLC. History Added to 6,152 286 0.09% 0.09% 585 +21 0.34% Q4 2025 Jan 15, 2026
BOS Asset Management, LLC History New 6,128 285 0.08% — 587 +6,128 New Q4 2025 Jan 09, 2026
Alpha Cubed Investments, LLC History Added to 6,132 285 0.01% 0.01% 586 +79 1.31% Q4 2025 Feb 03, 2026
Cyndeo Wealth Partners, LLC History Added to 6,112 284 0.02% 0.02% 588 +15 0.25% Q4 2025 Jan 07, 2026
SevenBridge Financial Group, LLC History Added to 5,815 283 0.05% 0.04% 589 +21 0.36% Q4 2025 Feb 02, 2026
ORG Partners LLC History No change 6,060 282 0.05% 0.05% 590 0 0.0% Q4 2025 Jan 14, 2026
Purkiss Capital Advisors LLC History Added to 6,046 281 0.13% 0.13% 591 +10 0.17% Q4 2025 Feb 04, 2026
Advisory Services Network, LLC History Reduced 6,014 280 0.0% 0.0% 592 -1,325 -18.05% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 5,969 278 0.0% 0.0% 594 -65 -1.08% Q4 2025 Feb 02, 2026
Freedom Investment Management, Inc. History No change 5,973 278 0.08% 0.07% 593 0 0.0% Q4 2025 Feb 06, 2026
Stonebridge Financial Group, LLC History No change 5,954 277 0.02% 0.02% 595 0 0.0% Q4 2025 Jan 21, 2026
CGN Advisors LLC History Reduced 5,929 276 0.02% 0.02% 596 -4 -0.07% Q4 2025 Jan 05, 2026
COFG Advisors, LLC History New 5,910 275 0.07% — 597 +5,910 New Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 5,868 273 0.01% 0.01% 599 +20 0.34% Q4 2025 Feb 05, 2026
Marble Harbor Investment Counsel, LLC History No change 5,877 273 0.03% 0.03% 598 0 0.0% Q4 2025 Feb 06, 2026
Rise Advisors, LLC History Added to 5,850 272 0.1% 0.09% 602 +20 0.34% Q4 2025 Feb 11, 2026
First Bancorp, Inc /ME/ History No change 5,844 272 0.14% 0.14% 600 0 0.0% Q4 2025 Jan 26, 2026
Bull Oak Capital, LLC History No change 5,849 272 0.11% 0.11% 601 0 0.0% Q4 2025 Feb 02, 2026
Qube Research & Technologies Ltd History Added to 5,818 271 0.0% 0.0% 603 +5,089 698.08% Q4 2025 Feb 17, 2026
Vantage Point Financial LLC History No change 5,792 269 0.1% 0.1% 604 0 0.0% Q4 2025 Feb 02, 2026
WASHINGTON TRUST BANK History Added to 5,758 268 0.02% 0.01% 605 +1,220 26.88% Q4 2025 Feb 04, 2026
Disciplined Investors, L.L.C. History Reduced 5,759 268 0.18% 0.19% 606 -182 -3.06% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 5,703 265 0.01% 0.01% 607 -770 -11.9% Q4 2025 Feb 09, 2026
NTV ASSET MANAGEMENT LLC History No change 5,708 265 0.03% 0.03% 608 0 0.0% Q4 2025 Jan 20, 2026
HWG Holdings LP History No change 5,696 265 0.06% 0.06% 609 0 0.0% Q4 2025 Jan 12, 2026
Vident Advisory, LLC History No change 5,707 265 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 18, 2026
Well Done, LLC History No change 5,684 264 0.04% 0.04% 611 0 0.0% Q4 2025 Jan 13, 2026
Lantz Financial LLC History No change 5,656 263 0.06% 0.06% 612 0 0.0% Q4 2025 Jan 14, 2026
ASSETMARK, INC History No change 5,591 260 0.0% 0.0% 613 0 0.0% Q4 2025 Jan 23, 2026
Willis Johnson & Associates, Inc. History Reduced 5,536 257 0.02% 0.02% 615 -65 -1.16% Q4 2025 Jan 22, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 5,537 257 0.05% 0.05% 614 0 0.0% Q4 2025 Feb 12, 2026
Sterling Wealth Advisors Inc History Reduced 5,505 256 0.15% 0.18% 617 -745 -11.92% Q4 2025 Jan 26, 2026
Everhart Financial Group, Inc. History No change 5,515 256 0.02% 0.02% 616 0 0.0% Q4 2025 Jan 07, 2026
HBK Sorce Advisory LLC History No change 5,057 255 0.01% 0.01% 618 0 0.0% Q4 2025 Feb 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 5,427 252 0.0% 0.0% 619 0 0.0% Q4 2025 Feb 10, 2026
NORDEN GROUP LLC History Added to 5,393 251 0.02% 0.02% 620 +18 0.33% Q4 2025 Jan 13, 2026
Vawter Financial, Ltd. History No change 5,350 249 0.11% 0.11% 621 0 0.0% Q4 2025 Feb 02, 2026
PRIVATE MANAGEMENT GROUP INC History New 5,325 248 0.01% — 622 +5,325 New Q4 2025 Feb 12, 2026
Bell Bank History No change 5,306 247 0.01% 0.01% 623 0 0.0% Q4 2025 Jan 14, 2026
HUB Investment Partners, LLC History Reduced 5,203 242 0.01% 0.01% 624 -1,065 -16.99% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History New 4,912 239 0.0% — 625 +4,912 New Q4 2025 Jan 29, 2026
One Degree Advisors Inc History Added to 5,142 239 0.07% 0.07% 626 +8 0.16% Q4 2025 Feb 06, 2026
Henrickson Nauta Wealth Advisors, Inc. History New 4,894 235 0.03% — 627 +4,894 New Q4 2025 Jan 07, 2026
BDFS Capital LLC History New 5,027 234 0.12% — 629 +5,027 New Q4 2025 Feb 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,031 234 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 09, 2026
KELLY FINANCIAL GROUP LLC History Added to 5,001 232 0.06% 0.06% 630 +64 1.3% Q4 2025 Jan 23, 2026
Wealth Advisors of Iowa, LLC History No change 4,986 232 0.08% 0.08% 631 0 0.0% Q4 2025 Feb 05, 2026
Murphy Pohlad Asset Management LLC History No change 4,920 229 0.09% 0.09% 632 0 0.0% Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History No change 4,928 229 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 03, 2026
Grey Fox Wealth Advisors, LLC History Reduced 4,909 228 0.05% 0.05% 634 -53 -1.07% Q4 2025 Feb 12, 2026
Financial Insights, Inc. History No change 4,852 226 0.08% 0.07% 635 0 0.0% Q4 2025 Mar 31, 2026
Bellwether Advisors, LLC History No change 4,865 226 0.04% 0.04% 636 0 0.0% Q4 2025 Feb 09, 2026
OLIO Financial Planning History Added to 4,831 225 0.06% 0.06% 637 +17 0.35% Q4 2025 Jan 21, 2026
Reyes Financial Architecture, Inc. History No change 4,845 225 0.14% 0.15% 638 0 0.0% Q4 2025 Jan 26, 2026
MGO ONE SEVEN LLC History Reduced 4,808 223 0.0% 0.01% 640 -622 -11.45% Q4 2025 Feb 03, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 4,787 223 0.02% 0.02% 639 0 0.0% Q4 2025 Jan 08, 2026
Intrua Financial, LLC History Reduced 4,777 222 0.02% 0.03% 641 -1,150 -19.4% Q4 2025 Feb 05, 2026
MOTCO History No change 4,759 221 0.02% 0.02% 642 0 0.0% Q4 2025 Feb 06, 2026
Carnegie Investment Counsel History No change 4,764 221 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 23, 2026
Royal Fund Management, LLC History New 4,703 219 0.02% — 644 +4,703 New Q4 2025 Jan 15, 2026
Composition Wealth, LLC History New 4,693 218 0.0% — 645 +4,693 New Q4 2025 Feb 02, 2026
Lauer Wealth, LLC History No change 4,500 216 0.16% 0.14% 646 0 0.0% Q4 2025 Jan 12, 2026
AssuredPartners Investment Advisors, LLC History No change 4,649 216 0.03% 0.05% 647 0 0.0% Q4 2025 Feb 03, 2026
HORAN Wealth, LLC History New 4,611 214 0.03% — 649 +4,611 New Q4 2025 Feb 04, 2026
Modern Wealth Management, LLC History No change 4,602 214 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 17, 2026
Wallace Capital Management Inc. History No change 4,567 212 0.03% 0.03% 650 0 0.0% Q4 2025 Feb 17, 2026
Guidance Point Advisors, LLC History Added to 4,521 210 0.05% 0.05% 651 +16 0.36% Q4 2025 Feb 11, 2026
Heritage Wealth Management, Inc. /CA/ History New 4,459 207 0.13% — 653 +4,459 New Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History New 4,455 207 0.01% — 652 +4,455 New Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History New 4,441 206 0.02% — 654 +4,441 New Q4 2025 Feb 11, 2026
THREADGILL FINANCIAL, LLC History New 4,362 203 0.08% — 657 +4,362 New Q4 2025 Jan 08, 2026
MJP ASSOCIATES INC /ADV History Reduced 4,375 203 0.03% 0.03% 655 -105 -2.34% Q4 2025 Feb 06, 2026
Advisor OS, LLC History Reduced 4,375 203 0.02% 0.02% 656 -105 -2.34% Q4 2025 Feb 04, 2026
Perennial Investment Advisors, LLC History New 4,351 202 0.02% — 658 +4,351 New Q4 2025 Feb 17, 2026
Sherman Wealth Management LLC History New 4,344 202 0.18% — 659 +4,344 New Q4 2025 Jan 15, 2026
Centric Wealth Management History New 4,093 201 0.04% — 660 +4,093 New Q4 2025 Feb 04, 2026
ANDERSON HOAGLAND & CO History New 4,303 200 0.02% — 661 +4,303 New Q4 2025 Jan 05, 2026
Lodestone Wealth Management LLC History New 4,219 196 0.08% — 662 +4,219 New Q4 2025 Jan 15, 2026
American Capital Advisory, LLC History No change 4,118 191 0.08% 0.09% 663 0 0.0% Q4 2025 Jan 30, 2026
SITTNER & NELSON, LLC History No change 3,698 186 0.07% 0.06% 664 0 0.0% Q4 2025 Feb 11, 2026
DHJJ Financial Advisors, Ltd. History No change 3,711 172 0.06% 0.06% 665 0 0.0% Q4 2025 Jan 23, 2026
HOWE & RUSLING INC History No change 3,677 171 0.01% 0.01% 666 0 0.0% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 3,580 166 0.01% 0.01% 667 +11 0.31% Q4 2025 Jan 20, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 3,581 166 0.08% 0.08% 668 0 0.0% Q4 2025 Jan 26, 2026
Russell Investments Group, Ltd. History Reduced 3,520 163 0.0% 0.0% 669 -3,063 -46.53% Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 3,418 159 0.02% — 670 +3,418 New Q4 2025 Feb 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,354 156 0.0% 0.0% 671 0 0.0% Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History No change 3,225 156 0.01% 0.01% 672 0 0.0% Q4 2025 Jan 21, 2026
Abound Wealth Management History Added to 3,311 154 0.04% 0.03% 673 +829 33.4% Q4 2025 Jan 12, 2026
CX Institutional History Added to 2,981 139 0.0% 0.0% 675 +11 0.37% Q4 2025 Feb 02, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,895 139 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 26, 2026
Jackson Hole Capital Partners, LLC History Added to 2,783 129 0.02% 0.02% 676 +9 0.32% Q4 2025 Jan 30, 2026
Pacific Center for Financial Services History No change 2,842 127 0.03% 0.03% 677 0 0.0% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 2,712 126 0.12% — 678 +2,712 New Q4 2025 Jan 30, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 2,581 120 0.01% 0.01% 679 -2 -0.08% Q4 2025 Feb 11, 2026
FINANCIAL CONSULATE, INC History No change 2,535 118 0.02% 0.02% 680 0 0.0% Q4 2025 Jan 22, 2026
Hilltop National Bank History No change 2,497 116 0.03% 0.03% 681 0 0.0% Q4 2025 Jan 07, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 2,429 113 0.01% 0.01% 682 -111 -4.37% Q4 2025 Feb 12, 2026
Aspect Partners, LLC History No change 2,244 104 0.05% 0.05% 683 0 0.0% Q4 2025 Jan 23, 2026
CNB Bank History No change 2,176 101 0.04% 0.04% 684 0 0.0% Q4 2025 Feb 11, 2026
Trifecta Capital Advisors, LLC History No change 2,127 99 0.01% 0.01% 685 0 0.0% Q4 2025 Jan 30, 2026
Motiv8 Investments LLC History New 1,885 88 0.05% — 687 +1,885 New Q4 2025 Feb 13, 2026
JDM Financial Group LLC History No change 1,898 88 0.03% 0.04% 686 0 0.0% Q4 2025 Feb 02, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,867 86 0.01% 0.01% 688 0 0.0% Q4 2025 Feb 23, 2026
Asset Dedication, LLC History Added to 1,737 80 0.01% 0.01% 689 +6 0.35% Q4 2025 Jan 26, 2026
Ameritas Investment Partners, Inc. History Reduced 1,601 74 0.0% 0.0% 690 -44 -2.67% Q4 2025 Feb 11, 2026
Coston, McIsaac & Partners History Added to 1,449 67 0.02% 0.02% 691 +5 0.35% Q4 2025 Feb 03, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,403 65 0.01% 0.01% 692 0 0.0% Q4 2025 Jan 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,376 64 0.0% — 693 +1,376 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 1,344 62 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 05, 2026
Retirement Wealth Solutions LLC History No change 1,343 62 0.04% 0.04% 695 0 0.0% Q4 2025 Jan 07, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,275 59 0.01% 0.01% 696 0 0.0% Q4 2025 Jan 22, 2026
McIlrath & Eck, LLC History No change 1,285 59 0.01% 0.01% 697 0 0.0% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History No change 1,231 57 0.0% 0.0% 698 0 0.0% Q4 2025 Jan 28, 2026
ST GERMAIN D J CO INC History No change 1,212 56 0.0% 0.0% 699 0 0.0% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,193 55 0.0% 0.0% 700 +2 0.17% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 1,142 53 0.0% — 701 +1,142 New Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 1,061 49 0.01% 0.01% 702 0 0.0% Q4 2025 Jan 22, 2026
HHM Wealth Advisors, LLC History No change 1,019 47 0.01% 0.01% 703 0 0.0% Q4 2025 Jan 22, 2026
VSM Wealth Advisory, LLC History New 1,000 46 0.01% — 704 +1,000 New Q4 2025 Feb 06, 2026
Investors Research Corp History No change 954 44 0.01% 0.01% 705 0 0.0% Q4 2025 Jan 06, 2026
SYM FINANCIAL Corp History No change 894 41 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 13, 2026
City State Bank History No change 744 34 0.01% 0.01% 707 0 0.0% Q4 2025 Jan 28, 2026
United Community Bank History No change 649 30 0.01% 0.01% 708 0 0.0% Q4 2025 Jan 30, 2026
Gleason Group, Inc. History Reduced 624 29 0.0% 0.0% 709 -156 -20.0% Q4 2025 Jan 15, 2026
Paladin Advisory Group, LLC History No change 621 28 0.02% 0.02% 710 0 0.0% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History New 584 27 0.0% — 711 +584 New Q4 2025 Feb 10, 2026
Archer Investment Corp History No change 518 24 0.01% 0.01% 712 0 0.0% Q4 2025 Jan 30, 2026
ALERUS FINANCIAL NA History No change 485 22 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 13, 2026
IAG Wealth Partners, LLC History No change 456 21 0.0% 0.0% 714 0 0.0% Q4 2025 Feb 10, 2026
STEPH & CO History No change 446 20 0.01% 0.01% 715 0 0.0% Q4 2025 Jan 23, 2026
Smallwood Wealth Investment Management, LLC History No change 448 20 0.01% 0.01% 716 0 0.0% Q4 2025 Jan 23, 2026
Glassman Wealth Services History No change 388 18 0.0% 0.0% 717 0 0.0% Q4 2025 Jan 28, 2026
Truvestments Capital LLC History Added to 372 17 0.0% 0.0% 718 +1 0.27% Q4 2025 Feb 13, 2026
Signature Resources Capital Management, LLC History No change 366 17 0.01% 0.01% 719 0 0.0% Q4 2025 Jan 21, 2026
Financial Gravity Asset Management, Inc. History No change 350 16 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 203 9 0.0% 0.0% 721 0 0.0% Q4 2025 Jan 07, 2026
Strive Financial Group ,LLC History New 155 7 0.0% — 722 +155 New Q4 2025 Feb 18, 2026
Quattro Advisors LLC History New 115 5 0.0% — 724 +115 New Q4 2025 Feb 13, 2026
ABOUND FINANCIAL, LLC History New 110 5 0.0% — 723 +110 New Q4 2025 Feb 17, 2026
TSFG, LLC History No change 80 4 0.0% 0.0% 725 0 0.0% Q4 2025 Feb 04, 2026
MANNING & NAPIER ADVISORS LLC History No change 23 1 0.0% 0.0% 726 0 0.0% Q4 2025 Feb 03, 2026
Total Wealth Planning, LLC History Closed out 0 0 — 0.59% — -113,917 -100.0% Q3 2025 Oct 17, 2025
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.29% — -55,472 -100.0% Q3 2025 Oct 24, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.95% — -55,093 -100.0% Q3 2025 Oct 21, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -33,241 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -27,807 -100.0% Q3 2025 Oct 14, 2025
Arlington Financial Advisors, LLC History Closed out 0 0 — 0.12% — -17,905 -100.0% Q3 2025 Oct 10, 2025
CHERRYDALE WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.25% — -17,798 -100.0% Q3 2025 Oct 14, 2025
LIBERTY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.07% — -10,787 -100.0% Q3 2025 Oct 31, 2025
SteelPeak Wealth, LLC History Closed out 0 0 — 0.01% — -9,582 -100.0% Q3 2025 Oct 21, 2025
BRIDGES INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.01% — -8,794 -100.0% Q3 2025 Nov 04, 2025
Gerber Kawasaki Wealth & Investment Management History Closed out 0 0 — 0.01% — -8,704 -100.0% Q3 2025 Nov 13, 2025
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Closed out 0 0 — 0.01% — -8,538 -100.0% Q3 2025 Nov 12, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 0.15% — -7,726 -100.0% Q3 2025 Nov 06, 2025
TABLEAUX LLC History Closed out 0 0 — 0.11% — -6,016 -100.0% Q3 2025 Nov 10, 2025
GOLDMAN SACHS GROUP INC History Closed out 0 0 — 0.0% — -5,685 -100.0% Q3 2025 Nov 14, 2025
Hill Investment Group Partners, LLC History Closed out 0 0 — 0.03% — -4,713 -100.0% Q3 2025 Nov 14, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.04% — -3,662 -100.0% Q3 2025 Nov 14, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.01% — -3,464 -100.0% Q3 2025 Nov 06, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -3,275 -100.0% Q3 2025 Nov 14, 2025
CALDWELL SUTTER CAPITAL, INC. History Closed out 0 0 — 0.05% — -2,700 -100.0% Q3 2025 Oct 29, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -540 -100.0% Q3 2025 Nov 13, 2025
Fortitude Family Office, LLC History Closed out 0 0 — 0.0% — -266 -100.0% Q3 2025 Oct 17, 2025
Kozak & Associates, Inc. History Closed out 0 0 — 0.0% — -198 -100.0% Q3 2025 Nov 18, 2025