SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - DIA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 290 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
GOLDMAN SACHS GROUP INC History Added to 8,227,862 3,954,063 0.48% 0.24% 1 +4,080,936 98.41% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 8,045,893 3,866,614 0.45% 0.4% 2 +468,133 6.18% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 7,806,974 3,751,797 0.56% 0.22% 3 +4,635,271 146.14% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 6,417,812 3,084,207 0.47% 0.31% 4 +1,961,843 44.03% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 2,961,548 1,423,231 0.08% 0.12% 5 -1,251,185 -29.7% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,213,109 1,063,553 0.08% 0.08% 6 -406,765 -15.53% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,649,992 792,936 0.22% 0.22% 7 +38,183 2.37% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,388,261 667,156 0.12% 0.12% 8 -5,550 -0.4% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,269,432 610,050 0.26% 0.47% 9 -1,104,739 -46.53% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,199,058 576,231 0.09% 0.08% 10 +54,793 4.79% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 413,396 374,603 0.17% 0.08% 11 +251,458 155.28% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 771,670 370,842 0.06% — 12 +771,670 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 755,564 363,101 0.13% 0.11% 13 +154,462 25.7% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 628,787 302,176 0.13% 0.15% 14 -97,027 -13.37% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 597,337 287,036 0.33% 0.43% 15 +22,479 3.91% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 591,661 284,335 0.02% 0.02% 16 +34,685 6.23% Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA History Added to 555,643 267,032 0.4% 0.28% 17 +217,600 64.37% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 519,113 249,698 0.06% 0.05% 18 +18,727 3.74% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 470,858 226,272 0.07% 0.06% 19 +35,344 8.12% Q4 2025 Feb 18, 2026
Align Financial, LLC History New 209,023 209,023 0.12% — 20 +209,023 New Q4 2025 Feb 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 391,575 188,179 0.98% 1.0% 21 0 0.0% Q4 2025 Feb 17, 2026
TCM Advisors, LLC History Added to 357,011 171,568 13.09% 15.73% 22 +33,300 10.29% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 338,732 162,784 0.23% 0.3% 23 -93,029 -21.55% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 264,231 126,130 0.14% 0.14% 24 +9,328 3.66% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 240,791 115,716 0.03% 0.03% 25 -775 -0.32% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 238,345 114,541 0.07% 0.08% 26 -30,528 -11.35% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 232,705 111,830 0.07% 0.07% 27 +22,149 10.52% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 231,174 111,217 0.16% 0.15% 28 -7,757 -3.25% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 223,453 107,384 0.14% 0.15% 29 -22,197 -9.04% Q4 2025 Feb 12, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 215,351 103,491 14.92% 15.44% 30 -10,833 -4.79% Q4 2025 Jan 28, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 208,258 100,082 0.08% — 31 +208,258 New Q4 2025 Feb 13, 2026
Berkshire Money Management, Inc. History Added to 206,574 99,273 9.47% 9.58% 32 +5,766 2.87% Q4 2025 Jan 27, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 200,000 96,114 2.64% 2.83% 33 0 0.0% Q4 2025 Feb 11, 2026
THOR TRADING ADVISORS, LLC History Added to 198,123 95,810 39.71% 23.38% 34 +98,941 99.76% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 180,500 86,742 0.09% 0.0% 35 +170,300 1669.61% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 180,084 86,547 0.08% 0.07% 36 +9,919 5.83% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 173,151 83,211 0.05% 0.05% 37 -2,609 -1.48% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 167,038 80,273 0.15% 0.16% 38 +1,931 1.17% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 162,811 78,242 0.43% 0.37% 39 +7,066 4.54% Q4 2025 Jan 29, 2026
TRUIST FINANCIAL CORP History Added to 156,038 74,986 0.1% 0.1% 40 +908 0.59% Q4 2025 Feb 02, 2026
Parallax Volatility Advisers, L.P. History Added to 127,400 61,224 0.12% 0.03% 41 +87,600 220.1% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Reduced 123,913 59,548 0.14% 0.28% 42 -102,089 -45.17% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 115,202 55,362 0.63% 0.61% 43 +611 0.53% Q4 2025 Feb 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 114,706 55,124 0.15% 0.24% 44 -70,160 -37.95% Q4 2025 Feb 05, 2026
Creative Planning History Added to 109,596 52,668 0.04% 0.04% 45 +1,031 0.95% Q4 2025 Feb 17, 2026
CM WEALTH ADVISORS LLC History Reduced 109,149 52,540 11.87% 13.56% 46 -1,545 -1.4% Q4 2025 Jan 26, 2026
Heck Capital Advisors, LLC History Added to 107,380 51,659 3.85% 3.02% 47 +23,330 27.76% Q4 2025 Jan 16, 2026
HighTower Advisors, LLC History Added to 106,756 51,303 0.06% 0.05% 48 +12,708 13.51% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History Reduced 104,054 50,005 0.08% 0.14% 49 -66,398 -38.95% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 99,157 49,056 0.07% 0.08% 50 -14,196 -12.52% Q4 2025 Jan 08, 2026
DV Trading LLC History New 100,099 48,104 1.35% — 51 +100,099 New Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 98,370 47,273 0.05% 0.03% 52 +26,327 36.54% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 96,044 46,156 0.22% 0.2% 53 +9,757 11.31% Q4 2025 Feb 17, 2026
ALKEON CAPITAL MANAGEMENT LLC History New 93,900 45,125 0.07% — 54 +93,900 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 92,443 44,425 0.0% 0.0% 55 +10,117 12.29% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 87,348 41,976 0.06% 0.07% 56 -3,262 -3.6% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 86,300 41,473 0.05% — 57 +86,300 New Q4 2025 Feb 17, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 84,570 40,641 4.22% 4.42% 58 0 0.0% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 82,225 39,516 0.07% 0.07% 59 +3,027 3.82% Q4 2025 Mar 16, 2026
STEPHENS INC /AR/ History Added to 79,639 38,272 0.48% 0.42% 60 +7,997 11.16% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 78,964 37,947 0.05% 0.05% 61 +539 0.69% Q4 2025 Feb 13, 2026
TCP Asset Management, LLC History Added to 78,221 37,590 6.33% 6.22% 62 +3,016 4.01% Q4 2025 Jan 07, 2026
BARCLAYS PLC History Reduced 76,231 36,634 0.01% 0.02% 63 -97,647 -56.16% Q4 2025 Feb 13, 2026
LM Advisors LLC History Reduced 17,542 36,471 0.66% 2.45% 64 -19,073 -52.09% Q4 2025 Feb 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 72,131 34,663 2.96% 2.44% 65 +35,981 99.53% Q4 2025 Feb 11, 2026
Capital Wealth Planning, LLC History Reduced 71,859 34,533 0.22% 1.52% 66 -391,774 -84.5% Q4 2025 Feb 11, 2026
111 Capital History Added to 69,754 33,521 7.31% 3.11% 67 +34,329 96.91% Q4 2025 Feb 11, 2026
Jump Financial, LLC History Added to 66,857 32,129 0.39% 0.27% 68 +19,069 39.9% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 65,936 31,687 0.11% 0.16% 69 -9,152 -12.19% Q4 2025 Feb 18, 2026
NORTHERN TRUST CORP History Reduced 64,136 30,821 0.0% 0.0% 70 -13,974 -17.89% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 63,127 30,337 1.11% 1.24% 71 +6,442 11.36% Q4 2025 Feb 09, 2026
SteelPeak Wealth, LLC History Added to 61,276 29,511 0.96% 0.9% 72 +2,866 4.91% Q4 2025 Jan 20, 2026
CHARTIST INC /CA/ History Reduced 60,982 29,306 19.86% 19.51% 73 -638 -1.04% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Added to 60,891 29,262 0.07% 0.06% 74 +2,074 3.53% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 58,997 28,352 0.0% 0.01% 75 -2,837 -4.59% Q4 2025 Feb 10, 2026
Select Asset Management & Trust History Added to 58,415 28,073 8.73% 8.3% 76 +266 0.46% Q4 2025 Feb 10, 2026
CADINHA & CO LLC History New 57,315 27,543 4.25% — 77 +57,315 New Q4 2025 Jan 28, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 57,200 27,488 0.08% 0.08% 78 -9,300 -13.98% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Reduced 55,600 26,719 0.23% 0.48% 79 -195,186 -77.83% Q4 2025 Feb 11, 2026
SUMMIT SECURITIES GROUP LLC History Added to 55,002 26,432 3.44% 0.59% 80 +48,822 790.0% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 55,000 26,431 0.03% 0.07% 81 -62,894 -53.35% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 54,945 26,405 0.14% 0.18% 82 -12,989 -19.12% Q4 2025 Feb 12, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 53,691 25,801 0.3% 0.33% 83 -60 -0.11% Q4 2025 Feb 10, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 53,189 25,560 10.0% 9.97% 84 +272 0.51% Q4 2025 Jan 27, 2026
Latko Wealth Management, Ltd. History Reduced 52,997 25,468 12.47% 15.01% 85 -10,856 -17.0% Q4 2025 Feb 10, 2026
GenWealth Group, Inc. History Added to 51,376 25,411 4.33% 4.17% 86 +3,110 6.44% Q4 2025 Jan 12, 2026
SG Americas Securities, LLC History Reduced 52,402 25,183 0.03% 0.13% 87 -30,700 -36.94% Q4 2025 Jan 09, 2026
Nokomis Capital, L.L.C. History New 52,218 25,094 5.94% — 88 +52,218 New Q4 2025 Feb 17, 2026
Johnson Bixby & Associates, LLC History Reduced 51,752 24,870 3.08% 3.13% 89 -903 -1.71% Q4 2025 Jan 14, 2026
Conservest Capital Advisors, Inc. History Reduced 50,729 24,379 2.2% 2.23% 90 -1,311 -2.52% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Reduced 49,999 24,028 0.07% 0.09% 91 -9 -0.02% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 49,127 23,608 0.01% 0.02% 92 -57,174 -53.79% Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History Added to 49,089 23,590 0.1% 0.1% 93 +2,731 5.89% Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 48,431 23,325 1.52% 1.51% 94 0 0.0% Q4 2025 Feb 11, 2026
Bridgewater Advisors Inc. History Added to 46,006 22,579 1.46% 1.31% 95 +5,836 14.53% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 46,798 22,489 0.29% 0.31% 96 -4,112 -8.08% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 45,879 22,047 0.05% 0.06% 97 +456 1.0% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 44,795 21,573 0.32% 0.32% 98 +172 0.39% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Reduced 44,142 21,213 0.5% 0.5% 99 -332 -0.75% Q4 2025 Jan 30, 2026
Allworth Financial LP History New 42,378 20,365 0.08% — 100 +42,378 New Q4 2025 Feb 05, 2026
Beacon Capital Management, LLC History Reduced 42,339 20,347 3.15% 3.02% 101 -3,460 -7.55% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 42,229 20,293 0.03% 0.02% 102 +20,275 92.35% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 42,009 20,188 0.24% 0.22% 103 -10,017 -19.25% Q4 2025 Feb 13, 2026
Clarity Wealth Advisors, LLC History Added to 41,107 19,754 4.03% 4.0% 104 +1,931 4.93% Q4 2025 Jan 23, 2026
MYDA Advisors LLC History New 40,000 19,222 3.66% — 105 +40,000 New Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 38,811 18,651 0.21% 0.29% 106 +2,276 6.23% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 38,102 18,310 0.13% 0.1% 107 +10,001 35.59% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 37,261 17,906 0.05% 0.05% 108 -1,150 -2.99% Q4 2025 Feb 17, 2026
Encompass More Asset Management History Added to 36,444 17,513 3.23% 1.47% 109 +19,848 119.6% Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Added to 119,810 17,325 0.02% 0.02% 110 +88,613 284.04% Q4 2025 Mar 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 36,042 17,320 0.91% 0.02% 111 +35,498 6525.37% Q4 2025 Jan 26, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 35,418 17,020 4.98% — 112 +35,418 New Q4 2025 Feb 13, 2026
COMMERCE BANK History No change 34,727 16,688 0.09% 0.09% 113 0 0.0% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 34,394 16,525 0.09% 0.09% 114 +4,872 16.5% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 34,255 16,480 0.27% 0.27% 115 +388 1.15% Q4 2025 Feb 09, 2026
PITTENGER & ANDERSON INC History Added to 33,841 16,262 0.63% 0.56% 116 +968 2.94% Q4 2025 Feb 02, 2026
Baird Financial Group, Inc. History Reduced 33,486 16,092 0.03% 0.03% 117 -1,382 -3.96% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 32,429 15,584 0.1% 0.11% 118 -3,312 -9.27% Q4 2025 Jan 27, 2026
MKT Advisors LLC History Reduced 31,559 15,456 5.27% 5.64% 119 -1,074 -3.29% Q4 2025 Jan 08, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 32,147 15,448 4.54% 1.92% 120 +18,831 141.42% Q4 2025 Jan 21, 2026
All Terrain Financial Advisors, LLC History Added to 31,788 15,276 3.53% 3.57% 121 +1,043 3.39% Q4 2025 Feb 11, 2026
IFG Advisory, LLC History Reduced 30,808 14,805 0.65% 0.73% 122 -3,856 -11.12% Q4 2025 Feb 10, 2026
L & S Advisors Inc History Reduced 30,623 14,716 1.36% 1.39% 123 -470 -1.51% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 30,340 14,581 0.02% 0.02% 124 -363 -1.18% Q4 2025 Feb 18, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 29,852 14,345 0.01% 0.01% 125 +12 0.04% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 29,703 14,274 0.18% 0.18% 126 +40 0.13% Q4 2025 Jan 29, 2026
NATIXIS History Added to 29,572 14,211 0.05% 0.0% 127 +28,217 2082.44% Q4 2025 Feb 13, 2026
J HAGAN CAPITAL, INC. History Added to 29,213 14,038 7.77% 5.23% 128 +10,592 56.88% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 29,194 14,030 0.03% 0.03% 129 +5,160 21.47% Q4 2025 Feb 17, 2026
Reyes Financial Architecture, Inc. History Added to 29,118 13,993 8.52% 0.11% 130 +28,768 8219.43% Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Added to 29,029 13,951 0.41% 0.12% 131 +20,893 256.8% Q4 2025 Feb 12, 2026
Pettinga Financial Advisors LLC History Added to 27,765 13,343 2.53% 2.39% 132 +1,297 4.9% Q4 2025 Feb 12, 2026
Cornerstone Wealth Management, LLC History Added to 27,520 13,225 0.69% 0.65% 133 +2,209 8.73% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 27,434 13,184 0.17% 0.01% 134 +25,386 1239.55% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Reduced 27,359 13,147 0.19% 0.2% 135 -1,722 -5.92% Q4 2025 Feb 02, 2026
Capital Management Associates, Inc History Added to 26,277 12,627 2.79% 3.2% 136 +733 2.87% Q4 2025 Jan 21, 2026
Benin Management CORP History Reduced 26,015 12,502 2.79% 2.98% 137 -1,110 -4.09% Q4 2025 Jan 12, 2026
Federation des caisses Desjardins du Quebec History Added to 25,907 12,450 0.05% 0.05% 138 +69 0.27% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 25,042 12,386 0.26% 0.25% 139 0 0.0% Q4 2025 Jan 26, 2026
Stratos Wealth Advisors, LLC History Added to 25,734 12,367 0.6% 0.56% 140 +507 2.01% Q4 2025 Jan 20, 2026
SYKON CAPITAL LLC History Added to 25,720 12,360 3.97% 3.03% 141 +6,155 31.46% Q4 2025 Feb 12, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 25,632 12,317 6.78% 6.94% 142 -1,166 -4.35% Q4 2025 Jan 22, 2026
OPPENHEIMER & CO INC History Added to 25,586 12,295 0.17% 0.13% 143 +2,679 11.7% Q4 2025 Feb 02, 2026
Pinnacle Holdings, LLC History Reduced 25,340 12,177 4.11% 4.14% 144 -298 -1.16% Q4 2025 Feb 12, 2026
COMERICA BANK History Added to 25,200 12,110 0.05% 0.04% 145 +793 3.25% Q4 2025 Jan 29, 2026
FOCUS Wealth Advisors, LLC History Added to 25,195 12,107 5.63% 5.45% 146 +740 3.03% Q4 2025 Jan 09, 2026
Amplius Wealth Advisors, LLC History Reduced 25,169 12,095 1.01% 1.02% 147 -362 -1.42% Q4 2025 Jan 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 24,988 12,008 0.01% 0.01% 148 -6,764 -21.3% Q4 2025 Feb 17, 2026
Sound View Wealth Advisors Group, LLC History Added to 24,978 12,003 0.81% 0.79% 149 +265 1.07% Q4 2025 Jan 08, 2026
Investor's Fiduciary Advisor Network, LLC History New 24,945 11,987 2.57% — 150 +24,945 New Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 24,472 11,760 0.09% 0.1% 151 +797 3.37% Q4 2025 Jan 26, 2026
Jefferies Financial Group Inc. History Reduced 24,000 11,533 0.06% 0.07% 152 -6,668 -21.74% Q4 2025 Feb 09, 2026
Pinnacle Financial Partners, Inc. History New 23,760 11,419 0.09% — 153 +23,760 New Q4 2025 Feb 18, 2026
Jacksonville Wealth Management, LLC History Added to 23,381 11,236 7.96% 7.63% 154 +975 4.35% Q4 2025 Feb 04, 2026
M&T BANK CORP History Added to 23,245 11,170 0.04% 0.04% 155 +15 0.06% Q4 2025 Jan 30, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 23,117 11,109 0.58% — 156 +23,117 New Q4 2025 Feb 09, 2026
First Heartland Consultants, Inc. History Added to 23,032 11,068 0.84% 0.85% 157 +317 1.4% Q4 2025 Jan 09, 2026
Ameritas Advisory Services, LLC History Reduced 22,168 10,653 0.4% 0.69% 158 -579 -2.55% Q4 2025 Feb 04, 2026
GREENBERG FINANCIAL GROUP History New 21,732 10,443 4.3% — 159 +21,732 New Q4 2025 Jan 22, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 21,499 10,331 8.38% 7.11% 160 0 0.0% Q4 2025 Jan 29, 2026
Members Advisory Group LLC History New 21,193 10,184 3.84% — 161 +21,193 New Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 21,297 10,058 0.03% 0.03% 162 +961 4.73% Q4 2025 Feb 10, 2026
Q3 Asset Management History New 20,924 10,055 2.3% — 163 +20,924 New Q4 2025 Jan 27, 2026
BlackRock, Inc. History Added to 20,810 10,000 0.0% 0.0% 164 +2,689 14.84% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 20,706 9,950 0.45% 0.44% 165 +652 3.25% Q4 2025 Feb 06, 2026
Snowden Capital Advisors LLC History Added to 20,192 9,724 0.25% 0.25% 166 +435 2.2% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 20,133 9,675 0.19% 0.13% 167 +8,354 70.92% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 19,002 9,131 0.12% 0.12% 168 -190 -0.99% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History No change 18,443 9,122 0.1% 0.1% 169 0 0.0% Q4 2025 Jan 26, 2026
Tudor Financial Inc. History Reduced 18,864 9,065 4.64% 4.66% 170 -59 -0.31% Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Added to 18,810 9,039 0.37% 0.37% 171 +23 0.12% Q4 2025 Jan 27, 2026
Fourth Dimension Wealth, LLC History Added to 18,631 8,953 3.27% 3.25% 172 +240 1.3% Q4 2025 Feb 04, 2026
Beacon Pointe Advisors, LLC History Added to 18,299 8,793 0.06% 0.07% 173 +569 3.21% Q4 2025 Feb 18, 2026
D.A. DAVIDSON & CO. History Added to 18,179 8,736 0.05% 0.05% 174 +49 0.27% Q4 2025 Jan 29, 2026
Oak Harvest Investment Services History Reduced 17,977 8,639 0.94% 0.99% 175 -387 -2.11% Q4 2025 Jan 27, 2026
NTV ASSET MANAGEMENT LLC History Added to 17,939 8,620 0.91% 0.91% 176 +27 0.15% Q4 2025 Jan 20, 2026
Sowell Financial Services LLC History Added to 17,917 8,610 0.32% 0.31% 177 +433 2.48% Q4 2025 Jan 21, 2026
BESSEMER GROUP INC History Added to 17,659 8,487 0.01% 0.0% 178 +16,567 1517.12% Q4 2025 Feb 05, 2026
Foster Group, Inc. History Added to 17,577 8,446 0.26% 0.25% 179 +107 0.61% Q4 2025 Jan 12, 2026
Modern Wealth Management, LLC History Reduced 17,540 8,429 0.15% 0.16% 180 -242 -1.36% Q4 2025 Feb 17, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 17,521 8,420 1.23% 1.24% 181 -72 -0.41% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Added to 17,411 8,366 0.03% 0.02% 182 +6,661 61.96% Q4 2025 Feb 12, 2026
Gladstone Institutional Advisory LLC History Reduced 17,290 8,309 0.31% 0.32% 183 -538 -3.02% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 16,916 8,129 0.09% 0.1% 184 +1,930 12.88% Q4 2025 Jan 23, 2026
NATIXIS ADVISORS, LLC History Added to 16,822 8,084 0.01% 0.01% 185 +697 4.32% Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Added to 16,672 8,011 0.21% 0.21% 186 +168 1.02% Q4 2025 Jan 23, 2026
1 NORTH WEALTH SERVICES LLC History Added to 16,669 8,010 2.82% 2.76% 187 +2,136 14.7% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 16,357 7,860 0.01% 0.01% 188 -610 -3.6% Q4 2025 Feb 13, 2026
CVFG LLC History Added to 16,300 7,833 5.37% 5.26% 189 +590 3.76% Q4 2025 Feb 06, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Reduced 16,171 7,771 5.78% 5.84% 190 -254 -1.55% Q4 2025 Jan 27, 2026
King Wealth Management Group History Reduced 16,079 7,727 0.93% 0.94% 191 -68 -0.42% Q4 2025 Feb 09, 2026
Intergy Private Wealth, LLC History Added to 15,975 7,676 2.32% 2.27% 192 +304 1.94% Q4 2025 Jan 22, 2026
AE Wealth Management LLC History Added to 15,897 7,639 0.04% 0.04% 193 +2,744 20.86% Q4 2025 Jan 26, 2026
OLD NATIONAL BANCORP /IN/ History Added to 15,761 7,574 0.13% 0.12% 194 +175 1.12% Q4 2025 Jan 28, 2026
Mechanics Bank Trust Department History Reduced 15,723 7,556 0.99% 1.08% 195 -860 -5.19% Q4 2025 Jan 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 15,606 7,527 0.05% 0.1% 196 -12,546 -44.57% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 15,508 7,452 0.36% 0.48% 197 -1,489 -8.76% Q4 2025 Jan 28, 2026
XTX Topco Ltd History Added to 15,471 7,434 0.2% 0.03% 198 +14,200 1117.23% Q4 2025 Feb 17, 2026
Echo45 Advisors LLC History Added to 15,437 7,418 4.23% 4.14% 199 +225 1.48% Q4 2025 Feb 06, 2026
Chung Wu Investment Group, LLC History No change 15,365 7,383 6.04% 5.93% 200 0 0.0% Q4 2025 Feb 02, 2026
Kozak & Associates, Inc. History Added to 14,871 7,361 1.42% 1.08% 201 +3,144 26.81% Q4 2025 Jan 12, 2026
Kovack Advisors, Inc. History Added to 15,271 7,338 0.34% 0.47% 202 +4,547 42.4% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 15,129 7,316 0.09% 0.09% 203 +25 0.17% Q4 2025 Jan 23, 2026
Stratos Wealth Partners, LTD. History Reduced 15,211 7,310 0.08% 0.08% 204 -206 -1.34% Q4 2025 Jan 20, 2026
Summit Wealth Partners, LLC History Reduced 15,199 7,304 1.35% 1.6% 205 -3,902 -20.43% Q4 2025 Jan 27, 2026
Iowa State Bank History No change 14,840 7,131 1.34% 1.31% 206 0 0.0% Q4 2025 Jan 06, 2026
J.W. COLE ADVISORS, INC. History Reduced 46,068 7,116 0.17% 0.41% 207 -6 -0.01% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History Added to 14,542 6,988 0.17% 0.14% 208 +2,054 16.45% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Added to 14,371 6,906 0.52% 0.42% 209 +132 0.93% Q4 2025 Feb 17, 2026
Alexis Investment Partners, LLC History Added to 14,262 6,895 2.57% 0.54% 210 +528 3.84% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 14,329 6,886 0.04% — 211 +14,329 New Q4 2025 Feb 18, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 14,125 6,788 0.05% 0.05% 212 +1,162 8.96% Q4 2025 Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 14,063 6,758 0.06% 0.05% 213 +36 0.26% Q4 2025 Feb 13, 2026
MOON CAPITAL MANAGEMENT LP History New 13,978 6,717 4.18% — 214 +13,978 New Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History Reduced 13,586 6,528 0.41% 0.43% 215 -727 -5.08% Q4 2025 Jan 15, 2026
HB Wealth Management, LLC History Reduced 13,469 6,473 0.04% 0.04% 216 -289 -2.1% Q4 2025 Jan 28, 2026
Hilltop Holdings Inc. History Added to 13,293 6,388 0.38% 0.32% 217 +289 2.22% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 13,224 6,354 0.14% 0.01% 218 +12,724 2544.8% Q4 2025 Feb 12, 2026
Greenwich Wealth Management LLC History Reduced 13,037 6,265 0.28% 0.3% 219 -99 -0.75% Q4 2025 Feb 10, 2026
Curtis Advisory Group, LLC History No change 12,899 6,198 1.3% 1.36% 220 0 0.0% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History Reduced 12,843 6,171 0.04% 0.04% 221 -108 -0.83% Q4 2025 Jan 27, 2026
World Investment Advisors History Added to 12,803 6,153 0.1% 0.11% 222 +1,253 10.85% Q4 2025 Mar 12, 2026
Summit Asset Management, LLC History Reduced 12,650 6,079 0.86% 0.91% 223 -113 -0.89% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History Added to 12,635 6,071 0.12% 0.11% 224 +1,991 18.71% Q4 2025 Feb 09, 2026
Meridian Wealth Management, LLC History Reduced 12,621 6,065 0.21% 0.26% 225 -1,900 -13.08% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Added to 12,483 6,056 0.17% 0.16% 226 +491 4.09% Q4 2025 Jan 30, 2026
COWA, LLC History Reduced 12,530 6,021 1.83% 2.02% 227 -599 -4.56% Q4 2025 Feb 12, 2026
MONTAG A & ASSOCIATES INC History Added to 12,375 5,959 0.27% 0.26% 228 +175 1.43% Q4 2025 Feb 02, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 12,176 5,851 0.42% 0.41% 229 -546 -4.29% Q4 2025 Feb 12, 2026
GREAT LAKES ADVISORS, LLC History New 12,132 5,830 0.05% — 230 +12,132 New Q4 2025 Feb 12, 2026
Bay Rivers Group History Added to 12,110 5,819 2.35% 2.36% 231 +39 0.32% Q4 2025 Jan 07, 2026
IFG Advisors, LLC History Reduced 12,096 5,812 0.97% 0.93% 232 -212 -1.72% Q4 2025 Jan 13, 2026
BIRINYI ASSOCIATES INC History Added to 12,045 5,789 1.45% 1.43% 233 +8 0.07% Q4 2025 Feb 10, 2026
Mission Creek Capital Partners, Inc. History Reduced 12,031 5,781 1.17% 1.25% 234 -1,622 -11.88% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 11,983 5,758 0.4% 0.45% 235 -1,083 -8.29% Q4 2025 Feb 02, 2026
Polymer Capital Management (HK) LTD History No change 11,850 5,694 0.81% 0.76% 236 0 0.0% Q4 2025 Feb 13, 2026
NWAM LLC History Added to 11,292 5,557 0.31% 0.29% 237 +23 0.2% Q4 2025 Feb 04, 2026
AMERICAN NATIONAL BANK & TRUST History No change 11,450 5,502 0.52% 0.52% 238 0 0.0% Q4 2025 Jan 20, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 11,400 5,478 2.0% 2.26% 239 0 0.0% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Added to 11,332 5,445 0.18% 0.01% 240 +10,863 2316.2% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History No change 11,249 5,405 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 11, 2026
Melone Private Wealth, LLC History Reduced 11,202 5,383 2.28% 6.55% 242 -19,996 -64.09% Q4 2025 Jan 07, 2026
Narwhal Capital Management History No change 11,080 5,324 0.39% 0.38% 243 0 0.0% Q4 2025 Jan 30, 2026
FIRST HORIZON CORP History Added to 11,026 5,298 0.24% 0.24% 244 +27 0.25% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Reduced 10,816 5,197 0.01% 0.01% 245 -36 -0.33% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Reduced 10,738 5,160 0.02% 0.02% 246 -1,441 -11.83% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 10,702 5,143 0.06% 0.06% 247 +515 5.06% Q4 2025 Jan 15, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 8,518 5,138 2.49% 0.39% 248 +6,812 399.3% Q4 2025 Jan 09, 2026
PKS Advisory Services, LLC History Added to 10,670 5,127 1.17% 1.0% 249 +306 2.95% Q4 2025 Feb 02, 2026
Venture Visionary Partners LLC History Reduced 10,639 5,113 0.17% 0.17% 250 -95 -0.89% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Reduced 10,362 5,065 0.85% 0.85% 251 -56 -0.54% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 10,504 5,058 0.02% 0.02% 252 +9 0.09% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 10,477 5,035 0.09% 0.08% 253 +335 3.3% Q4 2025 Jan 22, 2026
NewEdge Wealth, LLC History Added to 10,358 4,977 0.06% 0.07% 254 +421 4.24% Q4 2025 Feb 03, 2026
CWM, LLC History Reduced 10,345 4,971 0.01% 0.01% 255 -355 -3.32% Q4 2025 Jan 26, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 10,262 4,931 0.29% 0.3% 256 -140 -1.35% Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 10,228 4,915 0.93% 0.89% 257 -7 -0.07% Q4 2025 Feb 12, 2026
Tortoise Investment Management, LLC History Reduced 10,212 4,907 0.43% 0.43% 258 -190 -1.83% Q4 2025 Feb 06, 2026
DMKC Advisory Services, LLC History No change 9,828 4,723 2.07% 2.31% 259 0 0.0% Q4 2025 Jan 30, 2026
J.Safra Asset Management Corp History Added to 9,800 4,709 0.25% 0.0% 260 +9,765 27900.0% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Reduced 9,637 4,631 0.21% 0.29% 261 -3,288 -25.44% Q4 2025 Feb 13, 2026
Stelac Advisory Services LLC History Reduced 9,509 4,579 1.62% 1.62% 262 -596 -5.9% Q4 2025 Feb 12, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 9,482 4,556 2.47% 2.44% 263 +107 1.14% Q4 2025 Jan 28, 2026
Capital Wealth Alliance, LLC History Added to 8,959 4,490 1.92% 2.0% 264 +270 3.11% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 9,265 4,466 0.01% 0.0% 265 +5,252 130.87% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Added to 9,268 4,453 0.01% 0.01% 266 +19 0.21% Q4 2025 Jan 30, 2026
Western Wealth Management, LLC History Added to 9,215 4,428 0.2% 0.21% 267 +750 8.86% Q4 2025 Feb 05, 2026
EFG International AG History New 9,170 4,406 0.09% — 268 +9,170 New Q4 2025 Feb 17, 2026
Lynch Investment Planning, LLC History New 9,097 4,381 4.2% — 269 +9,097 New Q4 2025 Feb 24, 2026
Daiwa Securities Group Inc. History Added to 9,112 4,379 0.01% 0.01% 270 +5,276 137.54% Q4 2025 Feb 11, 2026
KW WEALTH MANAGEMENT LLC History Added to 9,096 4,371 6.63% 7.01% 271 +220 2.48% Q4 2025 Feb 25, 2026
MAI Capital Management History Added to 8,979 4,314 0.02% 0.02% 272 +1,877 26.43% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 8,882 4,268 0.29% 0.32% 273 -148 -1.64% Q4 2025 Feb 03, 2026
Atlas Private Wealth Advisors History Reduced 8,764 4,211 0.98% 1.13% 274 -1,216 -12.18% Q4 2025 Feb 05, 2026
Orion Porfolio Solutions, LLC History Added to 8,716 4,188 0.03% 0.03% 275 +548 6.71% Q4 2025 Feb 12, 2026
XY Capital Ltd History Reduced 8,699 4,180 2.63% 2.55% 276 -1,753 -16.77% Q4 2025 Feb 12, 2026
Tufton Capital Management History Reduced 8,671 4,167 0.73% 0.72% 277 -56 -0.64% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Reduced 8,567 4,117 0.06% 0.06% 278 -156 -1.79% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 8,520 4,094 0.02% 0.02% 279 +83 0.98% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Added to 8,510 4,090 0.01% 0.01% 280 +3,311 63.69% Q4 2025 Feb 13, 2026
Lewis Asset Management, LLC History Added to 8,490 4,080 1.66% 1.6% 281 +70 0.83% Q4 2025 Jan 15, 2026
Compound Planning, Inc. History Reduced 8,453 4,062 0.12% 0.17% 282 -2,568 -23.3% Q4 2025 Feb 19, 2026
Fortune 45 LLC History Added to 8,241 3,985 1.91% 1.93% 283 +17 0.21% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 8,264 3,971 0.01% 0.01% 284 -22 -0.27% Q4 2025 Feb 12, 2026
GFS Advisors, LLC History Reduced 8,248 3,963 0.47% 0.49% 285 -115 -1.38% Q4 2025 Feb 11, 2026
Northern Financial Advisors Inc History Reduced 8,178 3,930 4.49% 2.59% 286 -2,458 -23.11% Q4 2025 Jan 27, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 8,170 3,926 0.09% 0.09% 287 +162 2.02% Q4 2025 Feb 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 8,151 3,916 0.02% 0.01% 288 +5,354 191.42% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 8,130 3,906 0.05% 0.05% 289 -106 -1.29% Q4 2025 Jan 30, 2026
KELLEHER FINANCIAL ADVISORS History No change 8,113 3,898 0.89% 0.94% 290 0 0.0% Q4 2025 Jan 20, 2026
Wealthfront Advisers LLC History Added to 8,099 3,892 0.01% 0.01% 291 +817 11.22% Q4 2025 Jan 30, 2026
IHT Wealth Management, LLC History Added to 7,962 3,826 0.09% 0.09% 292 +516 6.93% Q4 2025 Feb 17, 2026
Novak & Powell Financial Services, Inc. History Added to 7,923 3,807 1.99% 1.92% 293 +31 0.39% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Added to 7,867 3,780 0.02% 0.02% 294 +384 5.13% Q4 2025 Feb 10, 2026
TrueWealth Advisors, LLC History Added to 7,821 3,758 0.97% 0.92% 295 +460 6.25% Q4 2025 Jan 07, 2026
RFG Advisory, LLC History Added to 7,813 3,754 0.07% 0.06% 296 +1,819 30.35% Q4 2025 Feb 03, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 7,752 3,725 0.58% 0.64% 297 0 0.0% Q4 2025 Jan 29, 2026
Wealthspire Advisors, LLC History Reduced 7,609 3,656 0.03% 0.02% 298 -232 -2.96% Q4 2025 Feb 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 7,594 3,649 0.88% 0.88% 299 -120 -1.56% Q4 2025 Jan 20, 2026
Autumn Glory Partners, LLC History Reduced 7,588 3,646 1.28% 1.45% 300 -5 -0.07% Q4 2025 Jan 27, 2026
CoreCap Advisors, LLC History Reduced 7,507 3,607 0.13% 0.14% 301 -990 -11.65% Q4 2025 Jan 13, 2026
Greenfield Savings Bank History Added to 7,414 3,562 1.5% 1.43% 302 +79 1.08% Q4 2025 Feb 02, 2026
Caldwell Trust Co History Reduced 7,272 3,494 0.31% 0.32% 303 -3 -0.04% Q4 2025 Jan 30, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 7,239 3,478 0.22% 0.22% 304 -142 -1.92% Q4 2025 Feb 17, 2026
Ayalon Insurance Comp Ltd. History No change 7,215 3,473 0.84% 0.85% 305 0 0.0% Q4 2025 Jan 12, 2026
MARSHALL WACE, LLP History Added to 7,200 3,460 0.0% 0.0% 306 +1,421 24.59% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,042 3,391 0.08% 0.07% 307 +1,639 30.33% Q4 2025 Jan 29, 2026
Prime Capital Investment Advisors, LLC History Added to 7,006 3,366 0.04% 0.03% 308 +2,690 62.33% Q4 2025 Jan 21, 2026
Ruggiero Investments, Inc. History New 6,990 3,359 3.03% — 309 +6,990 New Q4 2025 Feb 12, 2026
Fiduciary Alliance LLC History Added to 6,958 3,343 0.22% 0.2% 310 +676 10.76% Q4 2025 Jan 22, 2026
Beta Wealth Group, Inc. History Reduced 6,946 3,338 1.34% 1.29% 311 -78 -1.11% Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 6,899 3,315 0.21% 0.2% 312 +935 15.68% Q4 2025 Feb 11, 2026
JTC Employer Solutions Trustee Ltd History No change 6,868 3,301 0.22% 0.27% 313 0 0.0% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History New 6,868 3,300 0.09% — 314 +6,868 New Q4 2025 Feb 13, 2026
Fingerlakes Wealth Management, Inc. History Reduced 6,835 3,284 2.09% 2.15% 315 -264 -3.72% Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 6,777 3,256 0.01% — 316 +6,777 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 6,704 3,221 0.07% 0.08% 317 -224 -3.23% Q4 2025 Feb 06, 2026
FIFTH THIRD SECURITIES, INC. History Added to 6,672 3,206 0.21% 0.17% 318 +1,304 24.29% Q4 2025 Jan 23, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 6,668 3,204 0.29% 0.27% 319 -69 -1.02% Q4 2025 Jan 30, 2026
IPG Investment Advisors LLC History Added to 6,591 3,174 0.56% 0.08% 320 +5,605 568.46% Q4 2025 Feb 09, 2026
Keating Financial Advisory Services, Inc. History New 6,590 3,166 0.43% — 321 +6,590 New Q4 2025 Feb 09, 2026
StoneX Group Inc. History Added to 6,496 3,136 0.14% 0.13% 322 +327 5.3% Q4 2025 Feb 12, 2026
Cambridge Financial Group, LLC History Added to 6,854 3,044 1.06% 0.94% 323 +550 8.72% Q4 2025 Jan 09, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 6,297 3,026 0.36% 0.34% 324 0 0.0% Q4 2025 Jan 29, 2026
PARAGON CAPITAL MANAGEMENT INC History Reduced 6,295 3,025 2.34% 2.56% 325 -1,080 -14.64% Q4 2025 Jan 23, 2026
Keystone Financial Group History Added to 6,209 2,983 0.22% 0.2% 326 +547 9.66% Q4 2025 Feb 06, 2026
Lionsbridge Wealth Management LLC History Added to 6,202 2,980 3.01% 1.54% 327 +2,834 84.14% Q4 2025 Jan 26, 2026
FSC Wealth Advisors, LLC History No change 6,202 2,980 4.83% 1.66% 328 0 0.0% Q4 2025 Jan 22, 2026
BigSur Wealth Management LLC History No change 6,169 2,971 0.72% 0.7% 329 0 0.0% Q4 2025 Jan 27, 2026
Waverly Advisors, LLC History Added to 6,114 2,938 0.02% 0.03% 330 +337 5.83% Q4 2025 Feb 17, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 6,098 2,937 0.29% 0.29% 331 +4 0.07% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 6,098 2,930 0.34% 0.36% 332 0 0.0% Q4 2025 Feb 17, 2026
Objective Capital Management, LLC History Reduced 6,089 2,926 2.98% 2.96% 333 -80 -1.3% Q4 2025 Feb 04, 2026
Integrated Advisors Network LLC History Reduced 6,080 2,921 0.13% 0.14% 334 -1,026 -14.44% Q4 2025 Feb 17, 2026
Asset Dedication, LLC History Reduced 6,068 2,916 0.19% 0.19% 335 -30 -0.49% Q4 2025 Jan 26, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 6,026 2,895 0.22% 0.19% 336 +56 0.94% Q4 2025 Jan 23, 2026
CENTAURUS FINANCIAL, INC. History Added to 6,011 2,889 0.13% 0.13% 337 +154 2.63% Q4 2025 Feb 13, 2026
St. Clair Advisors, LLC History No change 5,869 2,820 0.73% 0.72% 338 0 0.0% Q4 2025 Jan 20, 2026
LOWERY THOMAS, LLC History Reduced 5,855 2,813 1.59% 1.66% 339 -355 -5.72% Q4 2025 Jan 26, 2026
Crumly & Associates Inc. History No change 5,844 2,808 0.59% 0.59% 340 0 0.0% Q4 2025 Jan 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 5,803 2,788 0.2% 0.21% 341 -46 -0.79% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History Reduced 5,761 2,768 0.07% 0.07% 342 -275 -4.56% Q4 2025 Feb 03, 2026
Miller Investment Management, LP History No change 5,717 2,747 0.27% 0.27% 343 0 0.0% Q4 2025 Feb 11, 2026
Capital Advisors, Ltd. LLC History No change 5,699 2,739 0.31% 0.3% 344 0 0.0% Q4 2025 Jan 21, 2026
PFG Advisors History Reduced 5,671 2,725 0.13% 0.18% 345 -3,906 -40.79% Q4 2025 Jan 27, 2026
MLP3, LLC History New 5,633 2,707 2.96% — 346 +5,633 New Q4 2025 Feb 13, 2026
Secure Asset Management, LLC History Added to 5,617 2,699 0.42% 0.34% 347 +1,207 27.37% Q4 2025 Jan 20, 2026
EQUITABLE TRUST CO History Reduced 5,563 2,673 0.12% 0.12% 348 -116 -2.04% Q4 2025 Feb 02, 2026
Madison Park Capital Advisors, LLC History Added to 5,505 2,645 2.15% 2.09% 349 +13 0.24% Q4 2025 Jan 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,463 2,625 0.01% 0.01% 350 +579 11.86% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 5,445 2,616 0.01% 0.01% 351 +22 0.41% Q4 2025 Jan 12, 2026
Sunbelt Securities, Inc. History Added to 5,442 2,615 0.17% 0.17% 352 +12 0.22% Q4 2025 Feb 20, 2026
Hudock, Inc. History Reduced 5,440 2,614 0.39% 0.4% 353 -195 -3.46% Q4 2025 Feb 12, 2026
ARVEST INVESTMENTS, INC. History Added to 5,409 2,599 0.37% 0.34% 354 +354 7.0% Q4 2025 Jan 20, 2026
BLVD Private Wealth, LLC History Reduced 5,254 2,524 2.2% 2.13% 355 -113 -2.11% Q4 2025 Jan 27, 2026
B. Riley Wealth Advisors, Inc. History Reduced 5,214 2,505 0.12% 0.12% 356 -227 -4.17% Q4 2025 Feb 17, 2026
FSM Wealth Advisors, LLC History Added to 5,198 2,497 0.34% 0.33% 357 +96 1.88% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK OF OMAHA History New 5,136 2,480 0.07% — 358 +5,136 New Q4 2025 Feb 13, 2026
Intrepid Financial Planning Group LLC History No change 5,151 2,475 0.94% 0.91% 359 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Family Advisors, LLC History Added to 5,104 2,452 1.08% 0.57% 360 +2,274 80.35% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 5,069 2,435 0.14% 0.13% 361 +299 6.27% Q4 2025 Feb 10, 2026
Graves Light Lenhart Wealth, Inc. History No change 5,048 2,426 0.26% 0.26% 362 0 0.0% Q4 2025 Jan 09, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,048 2,425 0.0% 0.0% 363 +195 4.02% Q4 2025 Feb 17, 2026
SouthState Bank Corp History No change 5,025 2,414 0.11% 0.11% 364 0 0.0% Q4 2025 Feb 11, 2026
American State Bank (Iowa) History No change 4,992 2,399 1.15% 1.18% 365 0 0.0% Q4 2025 Apr 14, 2026
Serenus Wealth Advisors, LLC History No change 4,980 2,393 0.46% 0.39% 366 0 0.0% Q4 2025 Jan 28, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 4,946 2,376 1.08% 1.1% 367 -95 -1.88% Q4 2025 Jan 26, 2026
Gen-Wealth Partners Inc History Reduced 4,930 2,368 0.76% 0.79% 369 -88 -1.75% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 4,929 2,368 0.05% 0.05% 368 -5 -0.1% Q4 2025 Feb 12, 2026
Quadcap Wealth Management, LLC History Reduced 4,871 2,340 0.27% 0.27% 370 -121 -2.42% Q4 2025 Jan 29, 2026
Leo Wealth, LLC History Added to 4,852 2,331 0.17% 0.28% 372 +258 5.62% Q4 2025 Jan 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 4,852 2,331 0.01% 0.01% 371 -102 -2.06% Q4 2025 Jan 30, 2026
Balboa Wealth Partners History Reduced 4,787 2,300 0.38% 0.39% 373 -77 -1.58% Q4 2025 Jan 16, 2026
Advisory Alpha, LLC History Reduced 4,766 2,291 0.06% 0.06% 374 -36 -0.75% Q4 2025 Feb 06, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 4,757 2,286 0.13% 0.12% 375 +683 16.76% Q4 2025 Feb 04, 2026
GreatBanc Trust CO History Reduced 4,740 2,277 1.6% 1.52% 376 -36 -0.75% Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Added to 4,720 2,268 0.46% 0.5% 377 +38 0.81% Q4 2025 Feb 11, 2026
SNS Financial Group, LLC History Reduced 4,709 2,267 0.2% 0.2% 378 -297 -5.93% Q4 2025 Feb 02, 2026
Net Worth Advisory Group History Reduced 4,702 2,259 0.46% 0.63% 379 -4 -0.08% Q4 2025 Jan 14, 2026
Robertson Stephens Wealth Management, LLC History Added to 4,638 2,234 0.06% 0.06% 380 +13 0.28% Q4 2025 Feb 02, 2026
Second Half Financial Partners, LLC History Reduced 4,648 2,233 0.99% 0.96% 381 -41 -0.87% Q4 2025 Jan 26, 2026
SMITH, MOORE & CO. History Added to 4,634 2,226 0.17% 0.15% 382 +393 9.27% Q4 2025 Jan 23, 2026
1ST SOURCE BANK History No change 4,633 2,226 0.12% 0.11% 383 0 0.0% Q4 2025 Feb 05, 2026
SAGE ADVISORS, LLC History Added to 4,631 2,225 1.48% 1.4% 384 +432 10.29% Q4 2025 Jan 13, 2026
Kingsview Wealth Management, LLC History Added to 4,609 2,214 0.03% 0.03% 385 +643 16.21% Q4 2025 Feb 09, 2026
SCS Capital Management LLC History No change 4,594 2,210 0.02% 0.02% 386 0 0.0% Q4 2025 Feb 10, 2026
SkyView Investment Advisors, LLC History No change 4,598 2,210 0.28% 0.27% 387 0 0.0% Q4 2025 Feb 18, 2026
Coastwise Capital Group, LLC History Added to 4,570 2,196 1.1% 1.45% 388 +139 3.14% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Reduced 4,564 2,193 0.05% 0.04% 389 -16 -0.35% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 4,543 2,183 0.07% 0.06% 390 +481 11.84% Q4 2025 Feb 13, 2026
Windsor Capital Management, LLC History Reduced 4,540 2,181 0.6% 0.58% 391 -28 -0.61% Q4 2025 Jan 15, 2026
Bedminster, LLC History New 4,508 2,166 1.99% — 392 +4,508 New Q4 2025 Feb 05, 2026
Arvest Bank Trust Division History Reduced 4,484 2,154 0.12% 0.12% 393 -163 -3.51% Q4 2025 Feb 09, 2026
PFG Investments, LLC History Added to 4,439 2,133 0.1% 0.11% 394 +57 1.3% Q4 2025 Jan 26, 2026
FIFTH THIRD BANCORP History Reduced 4,411 2,119 0.01% 0.01% 395 -32 -0.72% Q4 2025 Feb 02, 2026
Moors & Cabot, Inc. History Reduced 4,408 2,118 0.09% 0.1% 396 -464 -9.52% Q4 2025 Feb 10, 2026
Union Bancaire Privee, UBP SA History Added to 4,436 2,095 0.02% 0.03% 397 +210 4.97% Q4 2025 Jan 05, 2026
Spire Wealth Management History Reduced 4,354 2,092 0.07% 0.08% 398 -490 -10.12% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Reduced 4,331 2,081 0.07% 0.07% 399 -8 -0.18% Q4 2025 Jan 12, 2026
Embree Financial Group History Added to 4,328 2,079 0.25% 0.27% 400 +12 0.28% Q4 2025 Jan 14, 2026
Cordoba Advisory Partners LLC History New 4,314 2,077 0.51% — 401 +4,314 New Q4 2025 Feb 13, 2026
BANK HAPOALIM BM History Reduced 4,282 2,058 0.18% 0.3% 402 -934 -17.91% Q4 2025 Feb 17, 2026
RMR Wealth Builders History Reduced 4,282 2,057 0.16% 0.18% 403 -326 -7.07% Q4 2025 Jan 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 4,235 2,035 0.24% 0.24% 404 0 0.0% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History Added to 4,199 2,018 0.21% 0.21% 405 +26 0.62% Q4 2025 Feb 13, 2026
FLAGSTAR ADVISORS INC History Reduced 4,186 2,016 0.68% 0.6% 406 -2 -0.05% Q4 2025 Jan 13, 2026
SAXON INTERESTS, INC. History Reduced 4,183 2,010 0.7% 0.75% 407 -19 -0.45% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Reduced 4,170 2,004 0.03% 0.04% 408 -851 -16.95% Q4 2025 Jan 13, 2026
WealthBridge Capital Management, LLC History Added to 4,170 2,004 0.46% 0.45% 409 +1 0.02% Q4 2025 Jan 21, 2026
Sage Capital Management, LLC History Added to 4,166 2,003 0.93% 0.87% 410 +8 0.19% Q4 2025 Jan 15, 2026
EVOLVE PRIVATE WEALTH, LLC History New 4,153 2,000 0.12% — 411 +4,153 New Q4 2025 Feb 17, 2026
Apriem Advisors History No change 4,150 1,994 0.18% 0.18% 412 0 0.0% Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 4,140 1,989 0.04% 0.04% 413 +1 0.02% Q4 2025 Feb 05, 2026
Jackson Hole Capital Partners, LLC History Reduced 4,134 1,986 0.34% 0.33% 414 -13 -0.31% Q4 2025 Jan 30, 2026
Grandview Asset Management LLC History Added to 4,103 1,971 0.54% 0.49% 415 +381 10.24% Q4 2025 Jan 26, 2026
Kaizen Financial Strategies History Reduced 4,092 1,966 0.87% 0.97% 416 -473 -10.36% Q4 2025 Jan 21, 2026
American Wealth Advisors, LLC History Reduced 4,065 1,953 1.92% 1.91% 417 -98 -2.35% Q4 2025 Jan 26, 2026
Larson Financial Group LLC History Reduced 4,042 1,942 0.06% 0.07% 418 -5 -0.12% Q4 2025 Feb 06, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 4,000 1,926 1.77% — 421 +4,000 New Q4 2025 Feb 13, 2026
Wealth Management Partners, LLC History No change 4,008 1,926 0.55% 0.59% 419 0 0.0% Q4 2025 Jan 12, 2026
Ashford Advisors, LLC History No change 4,000 1,926 0.42% 0.41% 420 0 0.0% Q4 2025 Jan 23, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 3,999 1,921 0.02% 0.01% 422 +744 22.86% Q4 2025 Feb 03, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 3,961 1,903 0.0% 0.0% 423 +96 2.48% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 3,954 1,900 0.06% 0.05% 424 -3,272 -45.28% Q4 2025 Feb 13, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 3,951 1,898 0.1% 0.1% 425 0 0.0% Q4 2025 Jan 09, 2026
Golden State Equity Partners History Reduced 3,986 1,891 0.31% 0.33% 426 -191 -4.57% Q4 2025 Jan 29, 2026
Triumph Capital Management History Reduced 3,914 1,881 0.41% 0.49% 427 -3 -0.08% Q4 2025 Feb 12, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 3,881 1,865 0.87% 0.92% 428 -166 -4.1% Q4 2025 Jan 22, 2026
Connecticut Wealth Management, LLC History No change 3,878 1,863 0.08% 0.08% 429 0 0.0% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 3,869 1,859 0.03% 0.04% 430 +83 2.19% Q4 2025 Feb 06, 2026
Aull & Monroe Investment Management Corp History Added to 3,815 1,833 0.92% 0.87% 431 +150 4.09% Q4 2025 Jan 09, 2026
Paulson Wealth Management Inc. History Added to 3,807 1,829 0.42% 0.41% 432 +41 1.09% Q4 2025 Feb 05, 2026
SIG BROKERAGE, LP History No change 3,800 1,826 0.06% 0.05% 433 0 0.0% Q4 2025 Feb 17, 2026
Roundview Capital LLC History No change 3,795 1,823 0.11% 0.11% 434 0 0.0% Q4 2025 Feb 09, 2026
Strategic Blueprint, LLC History Reduced 3,758 1,806 0.11% 0.09% 435 -922 -19.7% Q4 2025 Jan 30, 2026
Morton Capital Management LLC/CA History Reduced 3,757 1,805 0.28% 0.29% 436 -14 -0.37% Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History Added to 3,746 1,804 0.03% 0.04% 437 +19 0.51% Q4 2025 Feb 06, 2026
LaSalle St. Investment Advisors, LLC History Reduced 3,727 1,791 0.29% 0.31% 438 -20 -0.53% Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Reduced 3,727 1,790 0.05% 0.06% 439 -94 -2.46% Q4 2025 Feb 17, 2026
CERTUITY, LLC History Added to 3,721 1,788 0.11% 0.12% 440 +1 0.03% Q4 2025 Jan 30, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 3,717 1,786 0.0% 0.0% 441 0 0.0% Q4 2025 Feb 17, 2026
Gallacher Capital Management LLC History Added to 3,715 1,785 0.69% 0.65% 442 +181 5.12% Q4 2025 Feb 03, 2026
Harvest Investment Services, LLC History Reduced 3,710 1,783 0.34% 0.37% 443 -268 -6.74% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 3,710 1,782 0.02% 0.02% 444 +31 0.84% Q4 2025 Jan 26, 2026
W.H. Cornerstone Investments Inc. History Reduced 3,710 1,782 1.07% 1.05% 445 -12 -0.32% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Added to 3,688 1,772 0.02% 0.01% 446 +1,166 46.23% Q4 2025 Feb 11, 2026
Purus Wealth Management, LLC History Added to 3,676 1,766 0.55% 0.54% 447 +10 0.27% Q4 2025 Jan 27, 2026
CV Advisors LLC History No change 3,674 1,765 0.45% 0.47% 448 0 0.0% Q4 2025 Jan 20, 2026
Arete Wealth Advisors, LLC History Added to 3,671 1,764 0.11% 0.09% 449 +551 17.66% Q4 2025 Feb 13, 2026
White Knight Strategic Wealth Advisors, LLC History No change 3,645 1,751 1.28% 1.33% 450 0 0.0% Q4 2025 Feb 20, 2026
Sharper & Granite LLC History No change 3,630 1,744 0.61% 0.6% 451 0 0.0% Q4 2025 Jan 27, 2026
Stokes Family Office, LLC History No change 3,626 1,742 0.16% 0.16% 452 0 0.0% Q4 2025 Feb 18, 2026
Optivise Advisory Services LLC History Added to 3,574 1,717 0.99% 0.9% 453 +297 9.06% Q4 2025 Jan 12, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,570 1,715 0.24% 0.25% 454 0 0.0% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 3,533 1,698 0.02% 0.02% 455 -96 -2.65% Q4 2025 Feb 02, 2026
Rydar Equities, Inc. History Added to 3,501 1,682 1.31% 1.3% 456 +6 0.17% Q4 2025 Jan 21, 2026
Onyx Bridge Wealth Group LLC History Reduced 3,495 1,679 0.18% 0.18% 457 -54 -1.52% Q4 2025 Feb 18, 2026
Heritage Investment Group, Inc. History No change 3,480 1,672 0.25% 0.26% 458 0 0.0% Q4 2025 Jan 30, 2026
MOODY LYNN & LIEBERSON, LLC History No change 3,466 1,665 0.09% 0.09% 459 0 0.0% Q4 2025 Jan 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 3,417 1,641 0.02% 0.02% 460 +43 1.27% Q4 2025 Feb 12, 2026
Auxano Advisors, LLC History No change 3,414 1,640 0.32% 0.34% 461 0 0.0% Q4 2025 Feb 06, 2026
NBT BANK N A /NY History Added to 3,783 1,636 0.11% 0.1% 462 +84 2.27% Q4 2025 Jan 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 3,343 1,606 0.02% 0.02% 463 +230 7.39% Q4 2025 Feb 09, 2026
Cambridge Advisors Inc. History Reduced 3,336 1,603 0.31% 0.34% 464 -467 -12.28% Q4 2025 Jan 21, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 3,327 1,598 0.43% 0.42% 465 -5 -0.15% Q4 2025 Feb 02, 2026
Dynamic Advisor Solutions LLC History Reduced 3,323 1,596 0.05% 0.05% 466 -483 -12.69% Q4 2025 Jan 09, 2026
MidFirst Bank History New 3,319 1,595 0.13% — 467 +3,319 New Q4 2025 Feb 25, 2026
Raab & Moskowitz Asset Management LLC History Reduced 3,318 1,594 0.35% 0.35% 468 -38 -1.13% Q4 2025 Jan 20, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 3,314 1,592 0.05% 0.05% 469 -3 -0.09% Q4 2025 Feb 13, 2026
Resonant Capital Advisors, LLC History No change 3,300 1,589 0.09% 0.09% 470 0 0.0% Q4 2025 Jan 29, 2026
TOMPKINS FINANCIAL CORP History No change 3,305 1,588 0.12% 0.13% 471 0 0.0% Q4 2025 Jan 08, 2026
LETSON INVESTMENT MANAGEMENT, INC. History Reduced 3,300 1,585 0.58% 1.08% 472 -3,220 -49.39% Q4 2025 Jan 28, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 3,264 1,568 1.48% 1.24% 474 +448 15.91% Q4 2025 Jan 27, 2026
Round Rock Advisors LLC History Added to 3,265 1,568 0.24% 0.24% 473 +16 0.49% Q4 2025 Apr 07, 2026
FWG Holdings, LLC History No change 3,281 1,563 0.59% 0.67% 475 0 0.0% Q4 2025 Feb 02, 2026
Sovran Advisors, LLC History Added to 3,158 1,561 0.13% 0.06% 476 +1,730 121.15% Q4 2025 Jan 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 3,239 1,556 0.04% 0.04% 477 -220 -6.36% Q4 2025 Feb 09, 2026
XML Financial, LLC History Reduced 3,227 1,550 0.13% 0.12% 478 -41 -1.25% Q4 2025 Feb 11, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,200 1,537 0.02% 0.02% 479 0 0.0% Q4 2025 Feb 12, 2026
Odyssey Capital Advisors, Inc. History New 3,192 1,533 1.36% — 480 +3,192 New Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Reduced 3,185 1,530 0.02% 0.02% 481 -475 -12.98% Q4 2025 Jan 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,131 1,504 0.09% 0.17% 482 -3,072 -49.52% Q4 2025 Jan 20, 2026
Capital Investment Advisory Services, LLC History Reduced 3,094 1,486 0.11% 0.12% 483 -99 -3.1% Q4 2025 Jan 21, 2026
DGS Capital Management, LLC History Reduced 3,071 1,475 0.25% 0.26% 484 -7 -0.23% Q4 2025 Feb 24, 2026
MCGUIRE CAPITAL ADVISORS INC History New 3,050 1,465 0.93% — 485 +3,050 New Q4 2025 Feb 19, 2026
High Net Worth Advisory Group LLC History Added to 3,031 1,456 0.34% 0.33% 486 +90 3.06% Q4 2025 Jan 23, 2026
Hapanowicz & Associates Financial Services, Inc History No change 3,029 1,455 0.57% 0.65% 487 0 0.0% Q4 2025 Feb 11, 2026
Northern Capital Management, Inc. History No change 3,023 1,452 0.77% 0.76% 488 0 0.0% Q4 2025 Feb 03, 2026
Fiduciary Wealth Partners, LLC History No change 3,015 1,448 0.59% 0.59% 489 0 0.0% Q4 2025 Jan 28, 2026
SIGNATUREFD, LLC History Reduced 3,006 1,444 0.02% 0.02% 490 -28 -0.92% Q4 2025 Jan 20, 2026
Koshinski Asset Management, Inc. History Reduced 3,005 1,444 0.09% 0.09% 491 -9 -0.3% Q4 2025 Feb 03, 2026
Jacobi Capital Management LLC History Reduced 3,003 1,443 0.08% 0.09% 492 -61 -1.99% Q4 2025 Feb 13, 2026
PARK NATIONAL CORP /OH/ History New 3,000 1,441 0.04% — 493 +3,000 New Q4 2025 Jan 05, 2026
UPTICK PARTNERS, LLC History Reduced 2,989 1,436 0.31% 0.38% 494 -139 -4.44% Q4 2025 Feb 02, 2026
Clear Creek Financial Management, LLC History Added to 2,984 1,434 0.12% 0.11% 496 +253 9.26% Q4 2025 Jan 23, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 2,984 1,434 0.09% 0.09% 495 0 0.0% Q4 2025 Jan 21, 2026
CRA Financial Services, LLC History Reduced 2,963 1,424 0.19% 0.2% 497 -220 -6.91% Q4 2025 Jan 16, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 2,941 1,413 0.05% 0.04% 498 +522 21.58% Q4 2025 Jan 12, 2026
SPRING CAPITAL MANAGEMENT, LLC History No change 2,920 1,403 0.71% 0.66% 499 0 0.0% Q4 2025 Jan 13, 2026
Eagle Capital Management, LLC History No change 2,915 1,401 0.51% 0.51% 500 0 0.0% Q4 2025 Jan 12, 2026
Apella Capital, LLC History Added to 2,901 1,393 0.03% 0.03% 501 +80 2.84% Q4 2025 Jan 21, 2026
Chokshi & Queen Wealth Advisors, Inc History Added to 2,900 1,393 0.73% 0.71% 502 +12 0.42% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 2,889 1,388 0.02% 0.03% 503 +1 0.03% Q4 2025 Jan 16, 2026
Successful Portfolios LLC History Added to 2,800 1,386 0.71% 0.27% 504 +1,800 180.0% Q4 2025 Jan 23, 2026
Financial Life Planners History Added to 2,882 1,385 0.99% 0.89% 505 +10 0.35% Q4 2025 Jan 29, 2026
Daybright Advisory Services, Inc. History New 2,862 1,375 0.37% — 506 +2,862 New Q4 2025 Feb 12, 2026
Aspen Capital Management, LLC History No change 2,850 1,369 0.34% 0.34% 507 0 0.0% Q4 2025 Jan 29, 2026
Clearstead Advisors, LLC History Reduced 2,846 1,367 0.02% 0.02% 508 -80 -2.73% Q4 2025 Feb 09, 2026
Advisor Resource Council History New 2,761 1,364 0.48% — 509 +2,761 New Q4 2025 Feb 10, 2026
First City Capital Management, Inc. History Added to 2,836 1,362 0.72% 0.71% 510 +1 0.04% Q4 2025 Jan 14, 2026
Eaton Financial Holdings Company, LLC History Reduced 2,833 1,361 0.37% 0.42% 511 -399 -12.35% Q4 2025 Feb 09, 2026
Sovereign Financial Group, Inc. History Added to 2,826 1,358 0.23% 0.23% 513 +153 5.72% Q4 2025 Jan 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,827 1,358 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 17, 2026
Beaumont Financial Advisors, LLC History Added to 2,817 1,353 0.09% 0.08% 514 +179 6.79% Q4 2025 Jan 16, 2026
Stonebrook Private Inc. History Reduced 2,817 1,353 0.28% 0.28% 515 -22 -0.77% Q4 2025 Feb 11, 2026
MGO ONE SEVEN LLC History Added to 2,814 1,352 0.03% 0.03% 516 +71 2.59% Q4 2025 Feb 03, 2026
Osbon Capital Management LLC History New 2,801 1,346 1.26% — 517 +2,801 New Q4 2025 Mar 16, 2026
Wealthcare Advisory Partners LLC History Reduced 2,801 1,345 0.03% 0.03% 519 -63 -2.2% Q4 2025 Jan 14, 2026
First PREMIER Bank History No change 2,800 1,345 0.31% 0.29% 518 0 0.0% Q4 2025 Jan 23, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 2,798 1,344 0.19% 0.2% 520 -18 -0.64% Q4 2025 Jan 23, 2026
Kelman-Lazarov, Inc. History Added to 2,777 1,334 0.19% 0.19% 521 +11 0.4% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History Added to 2,764 1,328 0.02% 0.02% 522 +44 1.62% Q4 2025 Feb 06, 2026
Tannin Capital LLC History New 2,759 1,325 1.18% — 523 +2,759 New Q4 2025 Feb 17, 2026
American Alpha Advisors, LLC History Added to 2,741 1,317 0.78% 0.79% 524 +297 12.15% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 2,726 1,310 0.0% 0.0% 525 -925 -25.34% Q4 2025 Feb 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 2,715 1,304 0.16% 0.15% 526 +62 2.34% Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Added to 2,662 1,303 0.03% 0.03% 527 +3 0.11% Q4 2025 Jan 08, 2026
GODSEY & GIBB, INC History Reduced 2,702 1,298 0.12% 0.13% 528 -469 -14.79% Q4 2025 Jan 27, 2026
Activest Wealth Management History Added to 2,673 1,284 0.24% 0.23% 529 +191 7.7% Q4 2025 Jan 30, 2026
Fortune Financial Advisors, LLC History Reduced 2,660 1,278 0.86% 0.96% 530 -96 -3.48% Q4 2025 Jan 23, 2026
Acropolis Investment Management, LLC History Added to 2,645 1,271 0.06% 0.05% 531 +545 25.95% Q4 2025 Jan 14, 2026
FORONJY FINANCIAL LLC History Added to 2,637 1,267 0.53% 0.53% 532 +6 0.23% Q4 2025 Feb 03, 2026
Concord Wealth Partners History Added to 2,633 1,265 0.16% 0.16% 533 +152 6.13% Q4 2025 Jan 29, 2026
AlphaCore Capital LLC History Added to 2,625 1,264 0.03% 0.02% 534 +1,573 149.52% Q4 2025 Feb 05, 2026
SOL Capital Management CO History Added to 2,629 1,263 0.11% 0.1% 535 +204 8.41% Q4 2025 Jan 30, 2026
NWF Advisory Services Inc. History Added to 2,624 1,261 0.14% 0.13% 536 +11 0.42% Q4 2025 Mar 03, 2026
Caprock Group, LLC History Added to 2,584 1,245 0.03% 0.03% 537 +26 1.02% Q4 2025 Jan 28, 2026
GM Advisory Group, LLC History New 2,589 1,244 0.05% — 539 +2,589 New Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History No change 2,589 1,244 0.02% 0.02% 538 0 0.0% Q4 2025 Feb 17, 2026
Samalin Investment Counsel, LLC History Added to 2,588 1,243 0.44% 0.38% 540 +202 8.47% Q4 2025 Jan 30, 2026
Cypress Wealth Services, LLC History Added to 2,582 1,240 0.17% 0.14% 541 +701 37.27% Q4 2025 Jan 14, 2026
Well Done, LLC History Reduced 2,569 1,234 0.18% 0.2% 542 -6 -0.23% Q4 2025 Jan 13, 2026
HBK Sorce Advisory LLC History No change 2,459 1,232 0.03% 0.03% 543 0 0.0% Q4 2025 Feb 09, 2026
WBH ADVISORY INC History Added to 2,563 1,231 0.09% 0.08% 544 +202 8.56% Q4 2025 Jan 26, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 2,562 1,230 0.02% 0.01% 545 +1,320 106.28% Q4 2025 Feb 19, 2026
Chicago Partners Investment Group LLC History Added to 2,492 1,223 0.03% 0.02% 546 +1,073 75.62% Q4 2025 Jan 28, 2026
CITIZENS & NORTHERN CORP History No change 2,543 1,222 0.3% 0.29% 547 0 0.0% Q4 2025 Jan 28, 2026
CENTRAL TRUST Co History Reduced 2,543 1,221 0.02% 0.03% 548 -62 -2.38% Q4 2025 Feb 02, 2026
NCP Inc. History Added to 2,528 1,215 0.98% 0.75% 550 +351 16.12% Q4 2025 Feb 17, 2026
WESPAC Advisors, LLC History Reduced 2,529 1,215 0.66% 0.71% 549 -88 -3.36% Q4 2025 Jan 14, 2026
HSBC HOLDINGS PLC History Reduced 2,525 1,213 0.0% 0.0% 551 -2,934 -53.75% Q4 2025 Mar 20, 2026
Redwood Family Wealth LLC History New 2,520 1,211 1.19% — 553 +2,520 New Q4 2025 Mar 06, 2026
VestGen Advisors, LLC History Added to 2,521 1,211 0.05% 0.03% 552 +607 31.71% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 2,518 1,210 0.01% 0.01% 554 -340 -11.9% Q4 2025 Feb 03, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,513 1,207 0.0% 0.0% 555 -56 -2.18% Q4 2025 Feb 06, 2026
Newbridge Financial Services Group, Inc. History Reduced 2,504 1,203 0.19% 0.19% 556 -272 -9.8% Q4 2025 Jan 21, 2026
GLENMEDE TRUST CO NA History New 2,503 1,202 0.01% — 557 +2,503 New Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History No change 2,500 1,201 0.0% 0.01% 558 0 0.0% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 2,495 1,199 0.03% 0.03% 560 -47 -1.85% Q4 2025 Feb 04, 2026
FIRST NATIONAL TRUST CO History No change 2,497 1,199 0.04% 0.04% 559 0 0.0% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 2,492 1,197 0.06% 0.05% 561 -12 -0.48% Q4 2025 Jan 21, 2026
Duncan Williams Asset Management, LLC History Added to 2,382 1,178 0.29% 0.31% 562 +5 0.21% Q4 2025 Feb 05, 2026
QTR Family Wealth, LLC History Added to 2,343 1,175 0.52% 0.47% 563 +183 8.47% Q4 2025 Feb 13, 2026
Latitude Advisors, LLC History Added to 2,436 1,170 0.51% 0.5% 566 +60 2.53% Q4 2025 Jan 27, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,435 1,170 0.06% 0.06% 564 +50 2.1% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History Added to 2,436 1,170 0.01% 0.01% 565 +25 1.04% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 2,425 1,165 0.07% 0.07% 567 -100 -3.96% Q4 2025 Jan 29, 2026
Financial Alternatives, Inc History No change 2,407 1,156 0.67% 0.68% 568 0 0.0% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Reduced 2,392 1,149 0.09% 0.09% 569 -9 -0.37% Q4 2025 Feb 13, 2026
KG&L Capital Management,LLC History Added to 2,389 1,148 0.28% 0.29% 570 +36 1.53% Q4 2025 Jan 23, 2026
Castle Rock Wealth Management, LLC History Reduced 2,334 1,141 0.25% 0.24% 571 -41 -1.73% Q4 2025 Feb 05, 2026
Soltis Investment Advisors LLC History Added to 2,363 1,135 0.07% 0.02% 572 +1,642 227.74% Q4 2025 Apr 02, 2026
Asset Allocation Strategies LLC History Reduced 2,353 1,130 0.21% 0.23% 573 -158 -6.29% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 2,346 1,127 0.06% 0.07% 574 -64 -2.66% Q4 2025 Jan 14, 2026
BTS Asset Management, Inc. History New 2,338 1,123 1.52% — 575 +2,338 New Q4 2025 Jan 26, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 2,309 1,109 0.52% 1.92% 576 -6,118 -72.6% Q4 2025 Feb 06, 2026
Wealth Quarterback LLC History Reduced 2,265 1,088 0.39% 3.53% 577 -17,436 -88.5% Q4 2025 Jan 15, 2026
One Wealth Management Investment & Advisory Services, LLC History Added to 2,256 1,084 1.18% 1.21% 578 +3 0.13% Q4 2025 Jan 14, 2026
Selective Wealth Management, Inc. History Added to 2,190 1,082 0.34% 0.33% 579 +2 0.09% Q4 2025 Jan 16, 2026
Betterment LLC History Added to 2,246 1,079 0.0% 0.0% 580 +335 17.53% Q4 2025 Feb 12, 2026
Mill Creek Capital Advisors, LLC History Added to 2,242 1,077 0.02% 0.02% 581 +1 0.04% Q4 2025 Feb 13, 2026
Beacon Bank & Trust History No change 2,236 1,074 0.22% 0.22% 582 0 0.0% Q4 2025 Feb 17, 2026
Zhang Financial LLC History No change 2,233 1,073 0.04% 0.04% 583 0 0.0% Q4 2025 Feb 10, 2026
Imprint Wealth LLC History No change 2,225 1,069 5.0% 3.3% 584 0 0.0% Q4 2025 Feb 17, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 2,219 1,066 0.73% — 585 +2,219 New Q4 2025 Feb 17, 2026
truNorth Financial Services, Inc. History New 2,215 1,064 1.15% — 586 +2,215 New Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 2,211 1,062 0.02% — 588 +2,211 New Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,211 1,062 0.11% 0.12% 587 +1 0.05% Q4 2025 Feb 13, 2026
Maxele Advisors, LLC History Reduced 2,206 1,059 0.86% 0.89% 590 -18 -0.81% Q4 2025 Feb 05, 2026
Florida Trust Wealth Management Co History Reduced 2,205 1,059 0.03% 0.03% 589 -13 -0.59% Q4 2025 Jan 20, 2026
ROMANO BROTHERS AND COMPANY History Added to 2,199 1,056 0.12% 0.11% 591 +36 1.66% Q4 2025 Jan 14, 2026
Magnus Financial Group LLC History Reduced 2,191 1,052 0.08% 0.08% 592 -56 -2.49% Q4 2025 Jan 07, 2026
Visionary Wealth Advisors History Reduced 2,185 1,050 0.05% 0.05% 594 -7 -0.32% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 2,186 1,050 0.06% 0.06% 593 +5 0.23% Q4 2025 Jan 15, 2026
Midwest Trust Co History Reduced 2,182 1,048 0.01% 0.01% 595 -41 -1.84% Q4 2025 Feb 04, 2026
MinichMacGregor Wealth Management, LLC History Added to 2,159 1,037 0.19% 0.18% 596 +167 8.38% Q4 2025 Feb 17, 2026
Stone Wealth Partners History New 2,146 1,033 0.92% — 597 +2,146 New Q4 2025 Feb 24, 2026
BANK OF HAWAII History No change 2,149 1,032 0.05% 0.05% 598 0 0.0% Q4 2025 Mar 03, 2026
Widmann Financial Services, Inc. History Reduced 2,138 1,027 0.63% 0.69% 599 -218 -9.25% Q4 2025 Feb 18, 2026
Rathbones Group PLC History Added to 2,133 1,025 0.0% 0.0% 600 +450 26.74% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 2,090 1,011 0.04% 0.0% 601 +2,040 4080.0% Q4 2025 Feb 13, 2026
BANTA ASSET MANAGEMENT LP History New 2,094 1,006 0.92% — 602 +2,094 New Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Added to 2,093 1,005 0.09% 0.09% 603 +7 0.34% Q4 2025 Jan 26, 2026
Quartz Partners, LLC History Reduced 2,090 1,004 0.37% 0.36% 604 -32 -1.51% Q4 2025 Feb 13, 2026
Strait & Sound Wealth Management LLC History Reduced 2,083 1,001 0.37% 0.37% 605 -13 -0.62% Q4 2025 Feb 04, 2026
Allie Family Office LLC History No change 2,078 1,000 0.47% 0.46% 606 0 0.0% Q4 2025 Feb 13, 2026
BAILARD, INC. History Reduced 2,080 999 0.02% 0.02% 607 -101 -4.63% Q4 2025 Feb 04, 2026
Vise Technologies, Inc. History Added to 2,078 998 0.02% 0.01% 608 +1,460 236.25% Q4 2025 Feb 11, 2026
AIA Group Ltd History Reduced 2,065 992 0.01% 0.97% 609 -115,950 -98.25% Q4 2025 Feb 09, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 2,052 986 0.23% 0.25% 610 -360 -14.93% Q4 2025 Feb 11, 2026
HOLDERNESS INVESTMENTS CO History Added to 2,046 983 0.2% 0.19% 611 +77 3.91% Q4 2025 Feb 10, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 2,031 976 0.41% 0.41% 612 -48 -2.31% Q4 2025 Feb 06, 2026
EARNED WEALTH ADVISORS, LLC History Added to 2,031 975 0.31% 0.14% 613 +143 7.57% Q4 2025 Jan 27, 2026
Bawa N Mallick Trust History No change 2,025 973 0.36% 0.36% 614 0 0.0% Q4 2025 Mar 12, 2026
Alta Wealth Advisors LLC History Reduced 2,019 970 0.32% 0.56% 615 -1,349 -40.05% Q4 2025 Feb 03, 2026
Clear Point Advisors Inc. History Reduced 2,017 969 0.75% 0.83% 616 -284 -12.34% Q4 2025 Feb 10, 2026
Drexel Morgan & Co. History No change 2,000 961 0.15% 0.15% 617 0 0.0% Q4 2025 Feb 12, 2026
SIH Partners, LLLP History No change 2,000 961 0.02% 0.03% 618 0 0.0% Q4 2025 Feb 17, 2026
Pegasus Asset Management, Inc. History Reduced 1,997 959 0.3% 0.3% 619 -24 -1.19% Q4 2025 Feb 02, 2026
Oxinas Partners, LLC History Reduced 1,984 953 0.46% 0.51% 620 -70 -3.41% Q4 2025 Jan 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 1,975 949 0.01% 0.0% 621 +1,333 207.63% Q4 2025 Feb 09, 2026
UNITED BANK History No change 1,944 934 0.12% 0.11% 622 0 0.0% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 1,938 931 0.0% 0.0% 623 +284 17.17% Q4 2025 Feb 13, 2026
Guardian Asset Advisors, LLC History Reduced 1,916 921 0.48% 0.48% 624 -15 -0.78% Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History Added to 1,874 918 0.09% 0.09% 625 +2 0.11% Q4 2025 Jan 12, 2026
MOTCO History No change 1,893 909 0.08% 0.08% 626 0 0.0% Q4 2025 Feb 06, 2026
AM INVESTMENT STRATEGIES LLC History Added to 1,889 908 0.19% 0.19% 627 +1 0.05% Q4 2025 Feb 05, 2026
DUNCKER STREETT & CO INC History Added to 1,872 899 0.16% 0.15% 628 +1 0.05% Q4 2025 Jan 27, 2026
180 WEALTH ADVISORS, LLC History No change 1,871 899 0.1% 0.11% 629 0 0.0% Q4 2025 Jan 09, 2026
Soundwatch Capital LLC History No change 1,850 889 0.14% 0.14% 630 0 0.0% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Added to 1,847 887 0.05% 0.06% 631 +10 0.54% Q4 2025 Feb 17, 2026
Advanced Asset Management Advisors Inc History No change 1,837 882 0.24% 0.23% 632 0 0.0% Q4 2025 Feb 02, 2026
SEVEN MILE ADVISORY History Added to 1,834 881 0.15% 0.09% 633 +621 51.2% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 1,826 877 0.0% 0.0% 634 +98 5.67% Q4 2025 Feb 13, 2026
Global Financial Private Client, LLC History No change 1,821 875 0.31% 0.3% 635 0 0.0% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Reduced 1,756 867 0.03% 0.03% 636 -50 -2.77% Q4 2025 Jan 27, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 1,794 862 0.16% 0.15% 637 -36 -1.97% Q4 2025 Jan 14, 2026
Peoples Bank/KS History Reduced 1,786 858 0.86% 0.82% 638 -3 -0.17% Q4 2025 Jan 08, 2026
Farmers National Bank History New 1,769 850 0.19% — 639 +1,769 New Q4 2025 Mar 12, 2026
Joel Isaacson & Co., LLC History Added to 1,767 849 0.03% 0.03% 640 +4 0.23% Q4 2025 Jan 30, 2026
Mayflower Financial Advisors, LLC History Reduced 1,763 847 0.1% 0.15% 641 -853 -32.61% Q4 2025 Jan 13, 2026
FIRST HAWAIIAN BANK History No change 1,762 846 0.11% 0.1% 642 0 0.0% Q4 2025 Jan 05, 2026
Eagle Wealth Advisors LLC History New 1,742 838 0.71% — 643 +1,742 New Q4 2025 Jan 29, 2026
Sound Income Strategies, LLC History Added to 1,691 834 0.04% 0.04% 644 +78 4.84% Q4 2025 Jan 21, 2026
ALESCO ADVISORS LLC History No change 1,718 825 0.02% 0.02% 645 0 0.0% Q4 2025 Jan 28, 2026
Evercore Wealth Management, LLC History No change 1,712 822 0.01% 0.01% 646 0 0.0% Q4 2025 Feb 17, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Reduced 1,710 821 0.11% 0.27% 647 -2,700 -61.22% Q4 2025 Feb 17, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 1,708 820 0.14% 0.14% 648 -65 -3.67% Q4 2025 Jan 15, 2026
OMNI 360 Wealth, Inc. History No change 1,667 819 0.42% 0.43% 649 0 0.0% Q4 2025 Jan 29, 2026
OneDigital Investment Advisors LLC History Added to 1,699 816 0.01% 0.01% 650 +151 9.75% Q4 2025 Feb 13, 2026
Founders Capital Management History Added to 1,698 815 0.42% 0.4% 651 +61 3.73% Q4 2025 Jan 15, 2026
Fortitude Family Office, LLC History Reduced 1,683 808 0.19% 0.22% 653 -64 -3.66% Q4 2025 Jan 15, 2026
FAGAN ASSOCIATES, INC. History Reduced 1,683 808 0.11% 0.11% 652 -25 -1.46% Q4 2025 Jan 30, 2026
Argentarii, LLC History Added to 1,676 805 0.26% 0.31% 654 +5 0.3% Q4 2025 Jan 13, 2026
Tyche Wealth Partners LLC History Added to 1,675 804 0.13% 0.05% 655 +1,090 186.32% Q4 2025 Jan 23, 2026
Guardian Capital, LLC History New 1,665 800 0.72% — 656 +1,665 New Q4 2025 Feb 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,664 799 0.63% — 658 +1,664 New Q4 2025 Feb 11, 2026
WealthPlan Investment Management, LLC History Added to 1,664 799 0.05% 0.05% 657 +4 0.24% Q4 2025 Feb 05, 2026
Cassaday & Co Wealth Management LLC History Added to 1,653 794 0.02% 0.02% 659 +11 0.67% Q4 2025 Feb 03, 2026
Glenview Trust Co History Added to 1,632 784 0.01% 0.0% 660 +1,121 219.37% Q4 2025 Feb 09, 2026
Marks Group Wealth Management, Inc History No change 1,623 779 0.07% 0.07% 661 0 0.0% Q4 2025 Feb 11, 2026
Milestones Private Investment Advisors LLC History Added to 1,613 775 0.53% 0.5% 662 +21 1.32% Q4 2025 Jan 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,604 771 0.27% 0.16% 663 +1,430 821.84% Q4 2025 Jan 20, 2026
True North Advisors, LLC History Reduced 1,605 771 0.1% 0.16% 665 -504 -23.9% Q4 2025 Jan 22, 2026
FIRST FINANCIAL CORP /IN/ History Added to 1,605 771 0.29% 0.27% 664 +95 6.29% Q4 2025 Jan 13, 2026
Financial Futures Ltd Liability Co. History Reduced 1,603 770 0.36% 0.36% 666 -5 -0.31% Q4 2025 Jan 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 1,591 764 0.08% 0.08% 667 0 0.0% Q4 2025 Jan 20, 2026
Sterling Investment Counsel, LLC History Reduced 1,584 761 0.22% 0.24% 668 -20 -1.25% Q4 2025 Jan 27, 2026
Centurion Wealth Management LLC History Reduced 1,579 759 0.17% 0.18% 669 -99 -5.9% Q4 2025 Jan 14, 2026
HCR Wealth Advisors History No change 1,578 758 0.08% 0.08% 670 0 0.0% Q4 2025 Jan 27, 2026
Fogel Capital Management, Inc. History Reduced 1,568 753 0.35% 0.35% 671 -43 -2.67% Q4 2025 Feb 02, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,567 752 0.01% 0.01% 672 +263 20.17% Q4 2025 Jan 16, 2026
Arkos Global Advisors History No change 1,564 752 0.1% 0.09% 673 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 1,563 750 0.0% 0.0% 674 +553 54.75% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 1,557 748 0.11% 0.04% 675 +926 146.75% Q4 2025 Feb 10, 2026
Huntleigh Advisors, Inc. History Added to 1,557 748 0.13% 0.12% 676 +42 2.77% Q4 2025 Jan 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,556 747 0.02% 0.01% 677 +83 5.63% Q4 2025 Feb 06, 2026
Financial Planning Hawaii, Inc. History New 1,553 746 0.43% — 678 +1,553 New Q4 2025 Jan 15, 2026
Roehl & Yi Investment Advisors, LLC History New 1,545 742 0.29% — 680 +1,545 New Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 1,546 742 0.03% 0.02% 679 +265 20.69% Q4 2025 Feb 10, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 1,525 732 0.1% 0.1% 681 0 0.0% Q4 2025 Jan 14, 2026
Mesirow Financial Investment Management, Inc. History Reduced 1,515 728 0.01% 0.01% 682 -83 -5.19% Q4 2025 Feb 05, 2026
Capital Asset Managemnet, LLC History New 1,513 727 0.81% — 684 +1,513 New Q4 2025 Apr 07, 2026
TORONTO DOMINION BANK History Reduced 1,514 727 0.0% 0.0% 683 -637 -29.61% Q4 2025 Feb 17, 2026
ING GROEP NV History Added to 1,507 724 0.0% 0.0% 685 +120 8.65% Q4 2025 Feb 11, 2026
Aventura Private Wealth, LLC History No change 1,508 724 0.26% 0.26% 686 0 0.0% Q4 2025 Jan 07, 2026
JDM Financial Group LLC History No change 1,505 723 0.28% 0.29% 687 0 0.0% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History No change 1,502 721 0.01% 0.01% 688 0 0.0% Q4 2025 Feb 03, 2026
ARWA LLC History New 1,500 720 0.42% — 690 +1,500 New Q4 2025 Feb 27, 2026
Johnson Financial Group, Inc. History Reduced 1,495 720 0.03% 0.03% 689 -15 -0.99% Q4 2025 Feb 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 1,497 719 0.17% 0.17% 691 -29 -1.9% Q4 2025 Jan 29, 2026
Sage Capital Advisors,llc History Added to 1,495 718 0.17% 0.16% 692 +6 0.4% Q4 2025 Jan 06, 2026
D.B. Root & Company, LLC History No change 1,493 717 0.17% 0.18% 693 0 0.0% Q4 2025 Feb 03, 2026
Claro Advisors Inc. History No change 1,482 712 0.1% 0.1% 694 0 0.0% Q4 2025 Feb 17, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 1,477 709 0.25% 0.26% 695 -30 -1.99% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History No change 1,475 708 0.07% 0.08% 696 0 0.0% Q4 2025 Jan 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 1,472 707 0.07% 0.08% 697 -79 -5.09% Q4 2025 Jan 27, 2026
CIM, LLC History No change 1,468 705 0.09% 0.09% 698 0 0.0% Q4 2025 Feb 18, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 1,460 701 0.05% 0.05% 699 0 0.0% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 1,453 698 0.01% 0.01% 700 +88 6.45% Q4 2025 Feb 02, 2026
Laird Norton Wetherby Trust Company, LLC History New 1,447 696 0.01% — 701 +1,447 New Q4 2025 Feb 17, 2026
Key Client Fiduciary Advisors, LLC History Reduced 1,438 691 0.24% 0.28% 702 -388 -21.25% Q4 2025 Jan 28, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 1,436 690 0.3% 0.34% 703 -145 -9.17% Q4 2025 Jan 29, 2026
FIDELITY D & D BANCORP INC History No change 1,431 687 0.3% 0.37% 704 0 0.0% Q4 2025 Feb 09, 2026
Eldridge Investment Advisors, Inc. History No change 1,430 687 0.15% 0.15% 705 0 0.0% Q4 2025 Feb 11, 2026
Peak Planning Group, LLC History New 1,429 686 0.19% — 706 +1,429 New Q4 2025 Feb 13, 2026
BURNS J W & CO INC/NY History Reduced 1,423 683 0.08% 0.08% 707 -70 -4.69% Q4 2025 Jan 12, 2026
USA FINANCIAL FORMULAS History Reduced 1,419 681 0.12% 0.12% 708 -82 -5.46% Q4 2025 Jan 14, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 1,419 681 0.08% 0.08% 709 -43 -2.94% Q4 2025 Feb 12, 2026
Aviance Capital Partners, LLC History No change 1,409 677 0.08% 0.08% 710 0 0.0% Q4 2025 Feb 06, 2026
Geneos Wealth Management Inc. History No change 1,406 675 0.02% 0.02% 711 0 0.0% Q4 2025 Jan 28, 2026
Financial Guidance Group, Inc. History No change 1,406 675 0.28% 0.29% 712 0 0.0% Q4 2025 Jan 26, 2026
Per Stirling Capital Management, LLC. History Added to 1,404 674 0.08% 0.08% 713 +8 0.57% Q4 2025 Feb 17, 2026
First Western Trust Bank History New 1,400 672 0.03% — 714 +1,400 New Q4 2025 Feb 12, 2026
Private Capital Management, LLC History No change 1,400 672 0.06% 0.06% 715 0 0.0% Q4 2025 Feb 17, 2026
Pasadena Private Wealth, LLC History Reduced 1,392 668 0.09% 0.1% 716 -51 -3.53% Q4 2025 Feb 10, 2026
CFO CAPITAL MANAGEMENT LLC History New 1,387 666 0.5% — 718 +1,387 New Q4 2025 Mar 02, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 1,386 666 0.37% 0.72% 717 -718 -34.13% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 1,378 662 0.0% 0.0% 719 -1,913 -58.13% Q4 2025 Feb 12, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 1,378 662 0.05% 0.05% 720 +1 0.07% Q4 2025 Jan 27, 2026
Powers Advisory Group, LLC History No change 1,371 658 0.25% 0.25% 721 0 0.0% Q4 2025 Jan 22, 2026
Thoma Capital Management LLC History No change 1,370 658 0.38% 0.36% 722 0 0.0% Q4 2025 Jan 08, 2026
NBC SECURITIES, INC. History Reduced 1,368 657 0.05% 0.06% 723 -203 -12.92% Q4 2025 Jan 29, 2026
Weaver Consulting Group History No change 1,366 656 0.16% 0.16% 724 0 0.0% Q4 2025 Feb 10, 2026
Innovative Wealth Building LLC History Added to 1,364 655 0.48% 0.49% 726 +6 0.44% Q4 2025 Feb 17, 2026
Hobbs Group Advisors, LLC History Added to 1,365 655 0.2% 0.2% 725 +5 0.37% Q4 2025 Jan 28, 2026
TRUST CO OF VERMONT History No change 1,358 652 0.03% 0.03% 727 0 0.0% Q4 2025 Jan 16, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,355 651 0.01% 0.01% 728 0 0.0% Q4 2025 Feb 12, 2026
Perennial Investment Advisors, LLC History Reduced 1,351 649 0.05% 0.05% 729 -39 -2.81% Q4 2025 Feb 17, 2026
Quantum Private Wealth, LLC History No change 1,352 649 0.19% 0.18% 730 0 0.0% Q4 2025 Feb 06, 2026
Carnegie Investment Counsel History Added to 1,348 647 0.01% 0.01% 731 +11 0.82% Q4 2025 Jan 23, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,336 642 0.13% 0.13% 732 0 0.0% Q4 2025 Jan 27, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,335 641 0.1% 0.1% 733 0 0.0% Q4 2025 Feb 11, 2026
American Trust History Reduced 1,321 634 0.05% 0.05% 734 -25 -1.86% Q4 2025 Feb 17, 2026
Kovitz Investment Group Partners, LLC History Reduced 1,318 633 0.01% 0.02% 735 -10,704 -89.04% Q4 2025 Feb 20, 2026
Aberdeen Group plc History New 1,316 632 0.0% — 736 +1,316 New Q4 2025 Jan 16, 2026
HOWE & RUSLING INC History Added to 1,313 630 0.04% 0.04% 737 +135 11.46% Q4 2025 Feb 17, 2026
Keystone Wealth Services, LLC History Added to 1,309 629 0.13% 0.1% 738 +284 27.71% Q4 2025 Jan 26, 2026
Bensler, LLC History Reduced 1,307 628 0.06% 0.08% 739 -307 -19.02% Q4 2025 Feb 04, 2026
Hoxton Planning & Management, LLC History No change 1,300 624 0.19% 0.19% 740 0 0.0% Q4 2025 Feb 11, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 1,296 622 0.04% 0.04% 741 +1 0.08% Q4 2025 Feb 12, 2026
Stonebridge Financial Group, LLC History Added to 1,291 620 0.05% 0.05% 742 +16 1.25% Q4 2025 Jan 21, 2026
APPLETON PARTNERS INC/MA History No change 1,289 619 0.04% 0.04% 743 0 0.0% Q4 2025 Jan 09, 2026
Olistico Wealth, LLC History No change 1,284 616 0.3% 0.31% 744 0 0.0% Q4 2025 Jan 13, 2026
Guidance Point Advisors, LLC History Added to 1,278 615 0.14% 0.14% 745 +21 1.67% Q4 2025 Feb 11, 2026
EASTERN BANK History Reduced 1,261 605 0.01% 0.01% 746 -30 -2.32% Q4 2025 Jan 14, 2026
LWM Advisory Services, LLC History Added to 1,254 602 0.35% 0.34% 747 +1 0.08% Q4 2025 Feb 12, 2026
SkyOak Wealth, LLC History Reduced 1,249 600 0.11% 0.12% 749 -67 -5.09% Q4 2025 Feb 05, 2026
Watchman Group, Inc. History No change 1,250 600 0.14% 0.14% 748 0 0.0% Q4 2025 Feb 06, 2026
LJI Wealth Management, LLC History No change 1,250 600 0.09% 0.1% 750 0 0.0% Q4 2025 Feb 03, 2026
Continuum Advisory, LLC History Reduced 1,245 598 0.06% 0.07% 751 -86 -6.46% Q4 2025 Feb 11, 2026
OPINICUS CAPITAL, INC. History Added to 1,246 598 0.42% 0.4% 752 +9 0.73% Q4 2025 Feb 04, 2026
Diversified Enterprises, LLC History Reduced 1,240 595 0.04% 0.04% 753 -3 -0.24% Q4 2025 Jan 28, 2026
TWO SIGMA SECURITIES, LLC History Reduced 1,233 592 0.08% 0.2% 754 -1,751 -58.68% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 1,222 587 0.0% 0.0% 755 -103 -7.77% Q4 2025 Feb 10, 2026
NOTTINGHAM ADVISORS, INC. History No change 1,220 586 0.08% 0.08% 756 0 0.0% Q4 2025 Jan 26, 2026
BIP Wealth, LLC History No change 1,220 586 0.02% 0.03% 757 0 0.0% Q4 2025 Jan 21, 2026
Integrity Advisory Solutions, LLC History Added to 1,219 585 0.08% 0.08% 758 +176 16.87% Q4 2025 Feb 09, 2026
Walkner Condon Financial Advisors LLC History Reduced 1,215 583 0.08% 0.09% 759 -42 -3.34% Q4 2025 Jan 21, 2026
Forvis Mazars Wealth Advisors, LLC History No change 1,209 581 0.01% 0.01% 760 0 0.0% Q4 2025 Feb 10, 2026
Ipswich Investment Management Co., Inc. History No change 1,201 577 0.13% 0.13% 761 0 0.0% Q4 2025 Jan 16, 2026
Wiser Advisor Group LLC History Added to 1,189 571 0.65% 0.53% 763 +266 28.82% Q4 2025 Feb 09, 2026
Destination Wealth Management History Added to 1,627 571 0.01% 0.02% 762 +129 8.61% Q4 2025 Feb 13, 2026
Riverbend Wealth Management, LLC History Added to 1,188 571 0.35% 0.38% 764 +2 0.17% Q4 2025 Jan 29, 2026
Institute for Wealth Management, LLC. History Reduced 1,185 569 0.06% 0.06% 765 -95 -7.42% Q4 2025 Jan 27, 2026
Kaydan Wealth Management, Inc. History No change 1,184 568 0.16% 0.16% 766 0 0.0% Q4 2025 Jan 12, 2026
TCTC Holdings, LLC History No change 1,180 567 0.02% 0.02% 767 0 0.0% Q4 2025 Feb 12, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 1,179 566 0.22% — 769 +1,179 New Q4 2025 Jan 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,155 566 0.01% 0.0% 768 0 0.0% Q4 2025 Jan 28, 2026
Banco BTG Pactual S.A. History Added to 1,173 563 0.1% 0.08% 770 +50 4.45% Q4 2025 Feb 12, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 1,170 563 0.47% 0.47% 771 0 0.0% Q4 2025 Jan 08, 2026
TBH Global Asset Management, LLC History Added to 1,170 562 0.09% 0.1% 772 +28 2.45% Q4 2025 Jan 29, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 1,168 561 0.01% 0.01% 773 0 0.0% Q4 2025 Jan 13, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 1,160 557 0.13% 0.05% 774 +716 161.26% Q4 2025 Feb 17, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 1,155 554 0.13% — 775 +1,155 New Q4 2025 Feb 03, 2026
Garde Capital, Inc. History No change 1,154 554 0.03% 0.03% 776 0 0.0% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History No change 1,150 552 0.02% 0.02% 777 0 0.0% Q4 2025 Feb 05, 2026
OKABENA INVESTMENT SERVICES INC History No change 1,150 552 0.11% 0.1% 778 0 0.0% Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 1,147 552 0.11% 0.11% 779 0 0.0% Q4 2025 Feb 11, 2026
Tactive Advisors, LLC History Added to 1,145 550 0.16% 0.15% 780 +1 0.09% Q4 2025 Jan 09, 2026
Global Assets Advisory, LLC History Added to 1,143 549 0.16% 0.15% 781 +22 1.96% Q4 2025 Feb 09, 2026
AlTi Global, Inc. History Added to 1,139 548 0.01% 0.01% 782 +1 0.09% Q4 2025 Feb 13, 2026
ENZI WEALTH History Reduced 1,110 545 0.19% 0.2% 783 -155 -12.25% Q4 2025 Jan 15, 2026
Crestwood Advisors Group, LLC History Added to 1,132 544 0.01% 0.01% 784 +33 3.0% Q4 2025 Feb 03, 2026
ST GERMAIN D J CO INC History Added to 1,122 539 0.02% 0.0% 785 +937 506.49% Q4 2025 Jan 29, 2026
Forum Financial Management, LP History Added to 1,123 539 0.01% 0.01% 788 +217 23.95% Q4 2025 Jan 27, 2026
JT Stratford LLC History Reduced 1,123 539 0.07% 0.08% 787 -97 -7.95% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 1,116 539 0.04% 0.04% 786 -25 -2.19% Q4 2025 Jan 15, 2026
Ring Mountain Capital, LLC History Reduced 1,091 538 0.28% 0.29% 792 -45 -3.96% Q4 2025 Jan 27, 2026
Sandy Cove Advisors, LLC History Added to 1,121 538 0.16% 0.17% 791 +5 0.45% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History Added to 1,121 538 0.04% 0.05% 790 +1 0.09% Q4 2025 Jan 28, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 1,120 538 0.3% 0.27% 789 0 0.0% Q4 2025 Jan 15, 2026
Compass Planning Associates Inc History No change 1,116 536 0.37% 0.47% 793 0 0.0% Q4 2025 Jan 22, 2026
Alpha Cubed Investments, LLC History Reduced 1,104 530 0.02% 0.02% 794 -18 -1.6% Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History Added to 1,102 529 0.03% 0.03% 796 +2 0.18% Q4 2025 Feb 10, 2026
Choate Investment Advisors History No change 1,101 529 0.01% 0.01% 795 0 0.0% Q4 2025 Feb 09, 2026
LAFFER TENGLER INVESTMENTS, INC. History New 1,096 526 0.08% — 797 +1,096 New Q4 2025 Feb 12, 2026
Kellett Wealth Advisors, LLC History Added to 1,094 525 0.3% 0.27% 798 +137 14.32% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Reduced 1,091 524 0.01% 0.01% 799 -2 -0.18% Q4 2025 Feb 12, 2026
SAGE FINANCIAL GROUP INC History Added to 1,082 519 0.03% 0.02% 800 +332 44.27% Q4 2025 Jan 27, 2026
Redwood Financial Network Corp History Reduced 1,081 519 0.33% 0.33% 802 -33 -2.96% Q4 2025 Feb 10, 2026
WARNER FINANCIAL, INC History Added to 1,081 519 0.18% 0.19% 801 +2 0.19% Q4 2025 Jan 21, 2026
Athena Investment Management History No change 1,078 518 0.27% 0.26% 803 0 0.0% Q4 2025 Feb 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 1,073 515 0.15% 0.15% 804 0 0.0% Q4 2025 Feb 04, 2026
Meeder Advisory Services, Inc. History Added to 1,070 514 0.02% 0.02% 806 +177 19.82% Q4 2025 Feb 11, 2026
McGuire Investment Group, LLC History Reduced 1,070 514 0.05% 0.06% 805 -13 -1.2% Q4 2025 Jan 26, 2026
Murphy & Mullick Capital Management Corp History Added to 1,064 511 0.37% 0.36% 808 +30 2.9% Q4 2025 Feb 10, 2026
Vivaldi Capital Management LP History No change 1,065 511 0.07% 0.07% 807 0 0.0% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Reduced 1,053 506 0.0% 0.0% 809 -43 -3.92% Q4 2025 Jan 21, 2026
Diversified Trust Co History No change 1,053 506 0.01% 0.01% 810 0 0.0% Q4 2025 Jan 09, 2026
Aaron Wealth Advisors LLC History No change 1,052 505 0.03% 0.03% 811 0 0.0% Q4 2025 Jan 21, 2026
Pinnacle Wealth Management Group, Inc. History Reduced 1,044 501 0.25% 0.25% 812 -18 -1.69% Q4 2025 Jan 23, 2026
Traction Financial Partners, LLC History Reduced 1,043 501 0.3% 0.3% 813 -9 -0.86% Q4 2025 Jan 29, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 1,040 499 0.05% 0.03% 814 +356 52.05% Q4 2025 Feb 02, 2026
Investment Partners Asset Management, Inc. History No change 1,034 496 0.31% 0.32% 815 0 0.0% Q4 2025 Jan 15, 2026
Red Door Wealth Management, LLC History Added to 1,031 495 0.05% 0.05% 816 +1 0.1% Q4 2025 Jan 20, 2026
Aprio Wealth Management, LLC History Added to 1,030 494 0.03% 0.05% 817 +44 4.46% Q4 2025 Jan 29, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 1,028 494 0.26% 0.26% 818 +28 2.8% Q4 2025 Feb 11, 2026
Mattern Wealth Management LLC History Reduced 1,024 492 0.09% 0.1% 820 -60 -5.54% Q4 2025 Jan 16, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Reduced 1,024 492 0.11% 0.11% 819 -5 -0.49% Q4 2025 Feb 13, 2026
Koss-Olinger Consulting, LLC History Reduced 1,021 491 0.04% 0.08% 823 -1,150 -52.97% Q4 2025 Feb 10, 2026
CAPITAL ADVISORS INC/OK History Reduced 1,023 491 0.01% 0.01% 822 -645 -38.67% Q4 2025 Jan 15, 2026
Grantvest Financial Group LLC History Reduced 1,023 491 0.31% 0.37% 824 -130 -11.27% Q4 2025 Feb 02, 2026
CARRET ASSET MANAGEMENT, LLC History No change 1,022 491 0.05% 0.05% 821 0 0.0% Q4 2025 Feb 17, 2026
Campbell Deegan Wealth Management, LLC History Added to 1,021 490 0.4% 0.42% 825 +2 0.2% Q4 2025 Jan 22, 2026
Horizon Wealth Management, LLC History Reduced 1,019 489 0.08% 0.11% 826 -643 -38.69% Q4 2025 Feb 04, 2026
Hegarty Advisors, LLC History New 1,018 488 0.42% — 829 +1,018 New Q4 2025 Jan 29, 2026
Innova Wealth Partners History Added to 1,017 488 0.25% 0.22% 828 +141 16.1% Q4 2025 Jan 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 1,016 488 0.03% 0.03% 827 -4 -0.39% Q4 2025 Jan 28, 2026
Bluesphere Advisors LLC History Reduced 1,015 487 0.22% 0.22% 831 -25 -2.4% Q4 2025 Jan 21, 2026
Freestate Advisors LLC History Added to 1,015 487 0.4% 0.39% 830 +4 0.4% Q4 2025 Jan 12, 2026
Palisade Asset Management, LLC History No change 1,011 485 0.05% 0.04% 832 0 0.0% Q4 2025 Feb 13, 2026
Sather Financial Group Inc History Added to 1,005 482 0.03% 0.01% 833 +415 70.34% Q4 2025 Jan 26, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 1,002 481 0.02% 0.02% 834 0 0.0% Q4 2025 Feb 11, 2026
Calamos Wealth Management LLC History No change 1,001 481 0.02% 0.02% 835 0 0.0% Q4 2025 Jan 29, 2026
Chesley Taft & Associates LLC History No change 1,000 480 0.02% 0.02% 836 0 0.0% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 998 479 0.01% 0.01% 837 +16 1.63% Q4 2025 Feb 11, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 996 478 0.31% 0.3% 838 0 0.0% Q4 2025 Jan 22, 2026
Capstone Wealth Management, Inc. History New 994 477 0.42% — 839 +994 New Q4 2025 Feb 20, 2026
Cane Capital Partners, LLC History New 991 476 0.19% — 843 +991 New Q4 2025 Jan 21, 2026
DSG Capital Advisors, LLC History Reduced 963 476 0.07% 0.09% 842 -272 -22.02% Q4 2025 Jan 27, 2026
Plancorp, LLC History Added to 992 476 0.01% 0.01% 841 +4 0.4% Q4 2025 Feb 05, 2026
SPINNAKER TRUST History No change 992 476 0.03% 0.03% 840 0 0.0% Q4 2025 Feb 10, 2026
AGF MANAGEMENT LTD History Reduced 990 475 0.0% 0.0% 844 -15 -1.49% Q4 2025 Feb 17, 2026
VISTA INVESTMENT PARTNERS LLC History No change 983 472 0.12% 0.13% 845 0 0.0% Q4 2025 Jan 16, 2026
Houlihan Financial Resource Group, Ltd. History New 976 471 0.18% — 846 +976 New Q4 2025 Feb 10, 2026
Diversify Advisory Services, LLC History New 952 469 0.01% — 847 +952 New Q4 2025 Jan 23, 2026
Alteri Wealth LLC History Added to 965 463 0.15% 0.15% 848 +5 0.52% Q4 2025 Feb 11, 2026
Element Wealth, LLC History Reduced 955 459 0.19% 0.19% 850 -10 -1.04% Q4 2025 Feb 13, 2026
Sierra Capital LLC History No change 955 459 0.05% 0.05% 849 0 0.0% Q4 2025 Feb 18, 2026
GenTrust, LLC History Reduced 948 456 0.02% 0.02% 851 -53 -5.29% Q4 2025 Feb 02, 2026
Value Investment Professionals, LLC History New 947 455 0.48% — 853 +947 New Q4 2025 Feb 11, 2026
Crewe Advisors LLC History Reduced 947 455 0.04% 0.05% 852 -193 -16.93% Q4 2025 Jan 16, 2026
GatePass Capital, LLC History No change 942 452 0.23% 0.25% 854 0 0.0% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History New 933 448 0.01% — 857 +933 New Q4 2025 Jan 20, 2026
Belpointe Asset Management LLC History Reduced 934 448 0.02% 0.02% 855 -55 -5.56% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Reduced 934 448 0.07% 0.07% 856 -55 -5.56% Q4 2025 Jan 27, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 932 447 0.0% 0.0% 859 +218 30.53% Q4 2025 Feb 02, 2026
Revisor Wealth Management LLC History Reduced 906 447 0.12% 0.16% 858 -80 -8.11% Q4 2025 Jan 27, 2026
PGIM Custom Harvest LLC History New 928 446 0.01% — 861 +928 New Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History No change 929 446 0.0% 0.0% 860 0 0.0% Q4 2025 Jan 13, 2026
W ADVISORS, LLC History No change 925 444 0.22% 0.23% 862 0 0.0% Q4 2025 Feb 13, 2026
Armbruster Capital Management, Inc. History Reduced 923 443 0.07% 0.4% 863 -4,145 -81.79% Q4 2025 Jan 23, 2026
CGN Advisors LLC History No change 920 442 0.04% 0.04% 864 0 0.0% Q4 2025 Jan 05, 2026
Prosperity Consulting Group, LLC History Added to 919 441 0.02% 0.02% 865 +89 10.72% Q4 2025 Feb 17, 2026
Victrix Investment Advisors History New 916 440 0.17% — 867 +916 New Q4 2025 Feb 11, 2026
ASPIRIANT, LLC History Added to 917 440 0.01% 0.01% 866 +159 20.98% Q4 2025 Jan 20, 2026
WELCH & FORBES LLC History No change 911 437 0.01% 0.01% 868 0 0.0% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Reduced 901 433 0.0% 0.0% 869 -5 -0.55% Q4 2025 Jan 05, 2026
Dale Q Rice Investment Management Ltd History Reduced 898 431 0.31% 0.34% 870 -138 -13.32% Q4 2025 Jan 30, 2026
Eagle Strategies LLC History Reduced 896 430 0.05% 0.06% 871 -50 -5.29% Q4 2025 Jan 23, 2026
NORDEN GROUP LLC History New 891 428 0.04% — 872 +891 New Q4 2025 Jan 13, 2026
Winthrop Advisory Group LLC History Added to 888 427 0.04% 0.04% 875 +6 0.68% Q4 2025 Jan 21, 2026
One Capital Management, LLC History No change 890 427 0.01% 0.01% 873 0 0.0% Q4 2025 Feb 10, 2026
Cornerstone Advisory, LLC History No change 890 427 0.04% 0.04% 874 0 0.0% Q4 2025 Jan 28, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 868 426 0.02% 0.02% 876 +4 0.46% Q4 2025 Feb 03, 2026
HBW ADVISORY SERVICES LLC History Reduced 884 424 0.05% 0.08% 877 -622 -41.3% Q4 2025 Jan 23, 2026
Bernardo Wealth Planning LLC History Added to 881 423 0.08% 0.04% 879 +450 104.41% Q4 2025 Jan 26, 2026
Spectrum Planning & Advisory Services Inc. History Added to 881 423 0.22% 0.21% 878 +79 9.85% Q4 2025 Feb 10, 2026
MERIDIAN MANAGEMENT CO History No change 877 421 0.1% 0.11% 880 0 0.0% Q4 2025 Feb 10, 2026
Granite Bay Wealth Management, LLC History No change 876 420 0.1% 0.11% 881 0 0.0% Q4 2025 Feb 05, 2026
Kapstone Financial Advisors LLC History No change 869 417 0.21% 0.19% 882 0 0.0% Q4 2025 Feb 05, 2026
PATTEN & PATTEN INC/TN History No change 866 416 0.02% 0.02% 883 0 0.0% Q4 2025 Feb 03, 2026
CPC Advisors, LLC History Added to 862 414 0.04% 0.04% 884 +43 5.25% Q4 2025 Jan 28, 2026
Davidson Capital Management Inc. History No change 862 414 0.09% 0.09% 885 0 0.0% Q4 2025 Jan 28, 2026
Empirical Asset Management, LLC History Reduced 861 413 0.12% 0.12% 887 -39 -4.33% Q4 2025 Feb 06, 2026
Hubbell Strickland Wealth Management, LLC History Added to 860 413 0.17% 0.16% 886 +13 1.53% Q4 2025 Jan 20, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Reduced 858 412 0.26% 0.26% 888 -20 -2.28% Q4 2025 Feb 04, 2026
Granite FO LLC History No change 855 410 0.22% 0.22% 889 0 0.0% Q4 2025 Feb 06, 2026
Penobscot Investment Management Company, Inc. History Reduced 850 408 0.03% 0.04% 890 -260 -23.42% Q4 2025 Jan 27, 2026
BlackDiamond Wealth Management, LLC History Reduced 814 407 0.2% 0.23% 891 -78 -8.74% Q4 2025 Feb 10, 2026
M3 Advisory Group, LLC History Reduced 848 407 0.25% 0.25% 892 -19 -2.19% Q4 2025 Jan 16, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 844 406 0.2% 0.19% 893 -1 -0.12% Q4 2025 Feb 05, 2026
Freedom Financial Partners LLC History Added to 846 406 0.15% 0.15% 894 +1 0.12% Q4 2025 Jan 06, 2026
ASSETMARK, INC History Added to 844 405 0.0% 0.0% 895 +29 3.56% Q4 2025 Jan 23, 2026
SVB WEALTH LLC History No change 840 403 0.02% 0.02% 896 0 0.0% Q4 2025 Feb 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 834 400 0.0% — 897 +834 New Q4 2025 Feb 13, 2026
Leeward Financial Partners, LLC History Reduced 834 400 0.11% 0.12% 898 -71 -7.85% Q4 2025 Feb 09, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 834 400 0.11% 0.1% 901 -6 -0.71% Q4 2025 Jan 15, 2026
KFG WEALTH MANAGEMENT, LLC History No change 834 400 0.05% 0.06% 899 0 0.0% Q4 2025 Jan 21, 2026
FLOYD FINANCIAL GROUP LLC History No change 807 400 0.27% 0.27% 900 0 0.0% Q4 2025 Feb 24, 2026
Everhart Financial Group, Inc. History Reduced 823 395 0.04% 0.04% 903 -75 -8.35% Q4 2025 Jan 07, 2026
FIRST MANHATTAN CO. LLC. History Added to 821 395 0.0% 0.0% 902 +21 2.63% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History New 813 391 0.01% — 905 +813 New Q4 2025 Jan 28, 2026
BOKF, NA History No change 815 391 0.01% 0.01% 904 0 0.0% Q4 2025 Feb 03, 2026
Peak Asset Management, LLC History No change 808 388 0.07% 0.07% 906 0 0.0% Q4 2025 Feb 05, 2026
Alpha Advisors, LLC/VA History No change 808 388 0.3% 0.28% 907 0 0.0% Q4 2025 Feb 12, 2026
Advisors Capital Management, LLC History Added to 805 387 0.0% 0.0% 909 +111 15.99% Q4 2025 Jan 29, 2026
Smithfield Trust Co History No change 805 387 0.02% 0.02% 908 0 0.0% Q4 2025 Feb 09, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 802 386 0.01% 0.01% 910 -205 -20.36% Q4 2025 Jan 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 803 385 0.05% 0.05% 911 +68 9.25% Q4 2025 Jan 12, 2026
RIA Advisory Group LLC History Reduced 801 385 0.09% 0.1% 912 -25 -3.03% Q4 2025 Feb 02, 2026
WealthShield Partners, LLC History No change 801 384 0.04% 0.04% 913 0 0.0% Q4 2025 Feb 03, 2026
Marshall Financial Group, LLC History No change 795 382 0.07% 0.07% 914 0 0.0% Q4 2025 Jan 09, 2026
Waldron Private Wealth LLC History Reduced 794 381 0.02% 0.02% 915 -83 -9.46% Q4 2025 Jan 14, 2026
Prosperity Planning, Inc. History Reduced 794 381 0.1% 0.1% 916 -10 -1.24% Q4 2025 Jan 14, 2026
Legacy Edge Advisors, LLC History New 791 380 0.04% — 917 +791 New Q4 2025 Feb 02, 2026
Sarver Vrooman Wealth Advisors History New 786 377 0.22% — 919 +786 New Q4 2025 Feb 10, 2026
O'ROURKE & COMPANY, Inc History Added to 786 377 0.15% 0.13% 918 +101 14.74% Q4 2025 Jan 28, 2026
Pacific Center for Financial Services History No change 813 376 0.1% 0.1% 920 0 0.0% Q4 2025 Feb 17, 2026
Parisi Gray Wealth Management History Added to 782 375 0.09% 0.09% 921 +1 0.13% Q4 2025 Jan 07, 2026
Smith Thornton Advisors LLC History No change 779 374 0.19% 0.19% 922 0 0.0% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Added to 776 372 0.0% 0.0% 923 +36 4.86% Q4 2025 Jan 29, 2026
First Citizens Financial Corp History No change 775 372 0.18% 0.18% 924 0 0.0% Q4 2025 Jan 06, 2026
INGALLS & SNYDER LLC History Added to 772 371 0.01% 0.01% 925 +100 14.88% Q4 2025 Feb 13, 2026
Aspire Capital Advisors LLC History Added to 769 369 0.09% 0.08% 926 +109 16.52% Q4 2025 Jan 16, 2026
Fisher Asset Management, LLC History Added to 767 368 0.0% 0.0% 927 +138 21.94% Q4 2025 Feb 09, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 767 368 0.13% 0.14% 928 -17 -2.17% Q4 2025 Jan 27, 2026
Allspring Global Investments Holdings, LLC History New 760 367 0.0% — 929 +760 New Q4 2025 Jan 15, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 764 367 0.13% 0.12% 930 +122 19.0% Q4 2025 Jan 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 761 366 0.04% 0.04% 931 0 0.0% Q4 2025 Jan 22, 2026
Lakeshore Capital Group, Inc. History Added to 761 365 0.29% 0.28% 933 +2 0.26% Q4 2025 Jan 21, 2026
Ranch Capital Advisors Inc. History No change 760 365 0.13% 0.14% 932 0 0.0% Q4 2025 Feb 05, 2026
Slagle Financial, LLC History Added to 758 364 0.13% 0.09% 935 +202 36.33% Q4 2025 Jan 26, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 759 364 0.04% 0.04% 934 0 0.0% Q4 2025 Jan 20, 2026
Gambit Capital Management, LLC History New 755 362 0.26% — 936 +755 New Q4 2025 Feb 06, 2026
SONATA CAPITAL GROUP INC History New 750 360 0.13% — 937 +750 New Q4 2025 Jan 26, 2026
Blue Trust, Inc. History Reduced 748 359 0.0% 0.0% 939 -40 -5.08% Q4 2025 Jan 16, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 748 359 0.02% 0.02% 938 0 0.0% Q4 2025 Jan 13, 2026
PCG Wealth Advisors, LLC History Reduced 745 358 0.1% 0.14% 940 -323 -30.24% Q4 2025 Feb 05, 2026
Schrum Private Wealth Management LLC History Added to 747 358 0.26% 0.25% 941 +2 0.27% Q4 2025 Feb 17, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 744 357 0.19% 0.16% 942 0 0.0% Q4 2025 Jan 22, 2026
Atlas Legacy Advisors, LLC History No change 743 357 0.06% 0.07% 943 0 0.0% Q4 2025 Jan 29, 2026
RWA WEALTH PARTNERS, LLC History Reduced 739 355 0.0% 0.01% 946 -436 -37.11% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 740 355 0.01% 0.0% 944 0 0.0% Q4 2025 Feb 12, 2026
ELLERSON GROUP INC /ADV History No change 740 355 0.24% 0.21% 945 0 0.0% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 733 352 0.01% 0.01% 947 -2 -0.27% Q4 2025 Feb 06, 2026
Keebeck Wealth Management History No change 730 351 0.04% 0.04% 948 0 0.0% Q4 2025 Feb 17, 2026
Fifth Third Wealth Advisors LLC History Reduced 730 350 0.01% 0.01% 949 -5 -0.68% Q4 2025 Jan 15, 2026
Accelerate Investment Advisors LLC History Added to 729 350 0.24% 0.23% 952 +3 0.41% Q4 2025 Jan 12, 2026
Warwick Investment Management, Inc. History Added to 729 350 0.05% 0.06% 951 +1 0.14% Q4 2025 Jan 15, 2026
Chemistry Wealth Management LLC History No change 730 350 0.07% 0.07% 950 0 0.0% Q4 2025 Jan 06, 2026
Freestone Capital Holdings, LLC History Reduced 723 347 0.01% 0.01% 954 -249 -25.62% Q4 2025 Jan 23, 2026
JB Capital LLC History Added to 723 347 0.01% 0.01% 955 +51 7.59% Q4 2025 Jan 20, 2026
WORLD EQUITY GROUP, INC. History Reduced 724 347 0.1% 0.08% 953 -1 -0.14% Q4 2025 Jan 12, 2026
Retirement Planning Co of New England, Inc. History Reduced 720 346 0.14% 0.16% 956 -150 -17.24% Q4 2025 Jan 28, 2026
Coastal Bridge Advisors, LLC History No change 719 345 0.03% 0.03% 957 0 0.0% Q4 2025 Feb 18, 2026
Atlantic Union Bankshares Corp History Added to 717 344 0.01% 0.01% 958 +35 5.13% Q4 2025 Feb 04, 2026
AdvisorNet Financial, Inc History Reduced 717 344 0.02% 0.02% 959 -15 -2.05% Q4 2025 Jan 20, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 715 343 0.28% — 962 +715 New Q4 2025 Mar 03, 2026
Pine Valley Investments Ltd Liability Co History Added to 713 343 0.02% 0.02% 961 +2 0.28% Q4 2025 Feb 13, 2026
High Note Wealth, LLC History No change 715 343 0.07% 0.07% 960 0 0.0% Q4 2025 Feb 05, 2026
Banco Santander, S.A. History New 713 342 0.0% — 963 +713 New Q4 2025 Feb 13, 2026
Boreal Capital Management LLC History No change 710 341 0.26% 0.27% 964 0 0.0% Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Added to 709 340 0.03% 0.03% 966 +74 11.65% Q4 2025 Jan 13, 2026
Wedmont Private Capital History Reduced 696 340 0.01% 0.01% 965 -26 -3.6% Q4 2025 Jan 08, 2026
Monument Capital Management History Reduced 707 339 0.08% 0.09% 967 -35 -4.72% Q4 2025 Jan 26, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 705 338 0.1% 0.1% 968 0 0.0% Q4 2025 Jan 30, 2026
Gryphon Financial Partners LLC History No change 704 338 0.04% 0.04% 969 0 0.0% Q4 2025 Jan 08, 2026
Ignite Planners, LLC History New 691 337 0.05% — 970 +691 New Q4 2025 Feb 06, 2026
Sequent Asset Management, LLC History Added to 700 336 0.15% 0.1% 971 +250 55.56% Q4 2025 Feb 10, 2026
Narus Financial Partners, LLC History Reduced 700 336 0.09% 0.12% 973 -250 -26.32% Q4 2025 Feb 09, 2026
Diversified Portfolios, Inc. History No change 700 336 0.03% 0.03% 972 0 0.0% Q4 2025 Feb 09, 2026
Rockbridge Investment Management, LCC History No change 701 336 0.03% 0.03% 974 0 0.0% Q4 2025 Feb 04, 2026
Annandale Capital, LLC History No change 698 335 0.04% 0.06% 975 0 0.0% Q4 2025 Feb 12, 2026
Francis Financial, Inc. History No change 691 332 0.06% 0.06% 976 0 0.0% Q4 2025 Feb 11, 2026
ShankerValleau Wealth Advisors, Inc. History No change 690 331 0.09% 0.08% 977 0 0.0% Q4 2025 Jan 06, 2026
Empower Advisory Group, LLC History Reduced 687 330 0.0% 0.0% 980 -167 -19.56% Q4 2025 Feb 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 688 330 0.13% 0.13% 978 +53 8.35% Q4 2025 Jan 27, 2026
Aldebaran Financial Inc. History Reduced 683 330 0.31% 0.32% 979 -10 -1.44% Q4 2025 Jan 23, 2026
SoundView Advisors Inc. History No change 689 330 0.12% 0.11% 981 0 0.0% Q4 2025 Feb 06, 2026
Ellis Investment Partners, LLC History Added to 684 328 0.06% 0.06% 982 +1 0.15% Q4 2025 Feb 02, 2026
Front Row Advisors LLC History No change 680 327 0.11% 0.11% 983 0 0.0% Q4 2025 Feb 12, 2026
KFA Private Wealth Group, LLC History New 677 325 0.08% — 985 +677 New Q4 2025 Jan 07, 2026
Checchi Capital Advisers, LLC History Reduced 678 325 0.02% 0.02% 984 -91 -11.83% Q4 2025 Jan 27, 2026
Sherman Wealth Management LLC History New 674 323 0.28% — 987 +674 New Q4 2025 Jan 15, 2026
Appalachian Capital Management Ltd History New 672 323 0.26% — 988 +672 New Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History Added to 673 323 0.04% 0.02% 986 +332 97.36% Q4 2025 Jan 22, 2026
STOCK YARDS BANK & TRUST CO History Reduced 670 321 0.01% 0.01% 989 -68 -9.21% Q4 2025 Jan 21, 2026
MONECO ADVISORS, LLC History No change 670 321 0.03% 0.03% 990 0 0.0% Q4 2025 Feb 04, 2026
Golden Reserve Retirement LLC History New 667 320 0.06% — 993 +667 New Q4 2025 Jan 29, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 667 320 0.1% 0.1% 992 +50 8.1% Q4 2025 Jan 07, 2026
Weil Company, Inc. History No change 666 320 0.07% 0.07% 991 0 0.0% Q4 2025 Jan 14, 2026
Dunhill Financial, LLC History No change 658 316 0.08% 0.08% 994 0 0.0% Q4 2025 Jan 29, 2026
Total Clarity Wealth Management, Inc. History Added to 654 314 0.08% 0.08% 996 +1 0.15% Q4 2025 Feb 02, 2026
Smith Salley Wealth Management History No change 655 314 0.02% 0.02% 995 0 0.0% Q4 2025 Jan 27, 2026
Curat Global, LLC History No change 654 314 0.35% 0.28% 997 0 0.0% Q4 2025 Feb 06, 2026
Vigilare Wealth Management History Added to 653 313 0.11% 0.1% 999 +1 0.15% Q4 2025 Jan 07, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 653 313 0.1% 0.1% 998 0 0.0% Q4 2025 Jan 22, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 650 312 0.01% 0.01% 1000 -13 -1.96% Q4 2025 Feb 18, 2026
Rehmann Capital Advisory Group History Added to 650 312 0.02% 0.02% 1002 +1 0.15% Q4 2025 Mar 04, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History No change 650 312 0.01% 0.01% 1001 0 0.0% Q4 2025 Jan 15, 2026
Councilmark Asset Management, LLC History No change 650 312 0.17% 0.17% 1003 0 0.0% Q4 2025 Feb 09, 2026
One Charles Private Wealth Services, LLC History New 646 310 0.08% — 1004 +646 New Q4 2025 Feb 06, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 646 310 0.04% 0.04% 1005 -75 -10.4% Q4 2025 Jan 20, 2026
STEVENS CAPITAL PARTNERS History Added to 645 310 0.08% 0.09% 1006 +12 1.9% Q4 2025 Jan 27, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 645 309 0.1% 0.09% 1007 -15 -2.27% Q4 2025 Jan 20, 2026
Main Street Research LLC History No change 640 308 0.02% 0.02% 1008 0 0.0% Q4 2025 Feb 09, 2026
Neumann Capital Management, LLC History No change 642 308 0.09% 0.09% 1009 0 0.0% Q4 2025 Jan 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History New 640 307 0.05% — 1010 +640 New Q4 2025 Feb 02, 2026
NorthRock Partners, LLC History Reduced 640 307 0.01% 0.01% 1012 -437 -40.58% Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History No change 639 307 0.0% 0.0% 1011 0 0.0% Q4 2025 Feb 11, 2026
Goldstone Financial Group, LLC History Added to 637 306 0.03% 0.03% 1014 +98 18.18% Q4 2025 Feb 13, 2026
Washington Trust Advisors, Inc. History Added to 637 306 0.02% 0.02% 1013 +3 0.47% Q4 2025 Feb 03, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 633 305 0.24% 0.24% 1016 -3 -0.47% Q4 2025 Feb 12, 2026
Nadler Financial Group, Inc. History No change 636 305 0.03% 0.03% 1015 0 0.0% Q4 2025 Jan 28, 2026
Prostatis Group LLC History Reduced 634 304 0.07% 0.1% 1018 -259 -29.0% Q4 2025 Feb 17, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 634 304 0.06% 0.07% 1017 -75 -10.58% Q4 2025 Feb 17, 2026
BNC WEALTH MANAGEMENT, LLC History No change 634 304 0.08% 0.07% 1019 0 0.0% Q4 2025 Jan 22, 2026
Black Diamond Financial, LLC History Added to 632 303 0.03% 0.03% 1020 +3 0.48% Q4 2025 Feb 03, 2026
Clear Trail Advisors, LLC History New 629 302 0.07% — 1022 +629 New Q4 2025 Jan 09, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 629 302 0.02% 0.02% 1021 0 0.0% Q4 2025 Feb 13, 2026
Accredited Investors Inc. History No change 628 301 0.02% 0.02% 1023 0 0.0% Q4 2025 Feb 05, 2026
Galvin, Gaustad & Stein, LLC History No change 625 300 0.02% 0.02% 1024 0 0.0% Q4 2025 Jan 23, 2026
BEACON INVESTMENT ADVISORS LLC History Added to 618 297 0.12% 0.12% 1025 +2 0.32% Q4 2025 Feb 17, 2026
Harbour Trust & Investment Management Co History No change 620 297 0.03% 0.03% 1026 0 0.0% Q4 2025 Jan 28, 2026
Financial Management Professionals, Inc. History No change 614 295 0.03% 0.03% 1027 0 0.0% Q4 2025 Jan 27, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 612 294 0.2% 0.21% 1030 +3 0.49% Q4 2025 Feb 02, 2026
Wingate Wealth Advisors, Inc. History Added to 614 294 0.16% 0.2% 1029 +2 0.33% Q4 2025 Jan 28, 2026
EXCALIBUR MANAGEMENT CORP History No change 612 294 0.11% 0.1% 1028 0 0.0% Q4 2025 Feb 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 612 293 0.01% 0.01% 1031 -6 -0.97% Q4 2025 Jan 14, 2026
AVALON CAPITAL MANAGEMENT History No change 611 293 0.07% 0.07% 1032 0 0.0% Q4 2025 Feb 11, 2026
Whitcomb & Hess, Inc. History No change 597 293 0.07% 0.07% 1033 0 0.0% Q4 2025 Jan 14, 2026
Selby Wealth Management, LLC History New 608 292 0.12% — 1037 +608 New Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 609 292 0.01% 0.01% 1034 0 0.0% Q4 2025 Feb 04, 2026
SOA Wealth Advisors, LLC. History No change 608 292 0.05% 0.05% 1035 0 0.0% Q4 2025 Jan 20, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 608 292 0.23% 0.22% 1036 0 0.0% Q4 2025 Jan 16, 2026
Heritage Wealth Advisors History No change 600 288 0.01% 0.01% 1038 0 0.0% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History No change 600 288 0.04% 0.04% 1039 0 0.0% Q4 2025 Feb 04, 2026
Heritage Family Offices, LLP History No change 600 288 0.13% 0.13% 1040 0 0.0% Q4 2025 Jan 12, 2026
Signet Private Wealth LLC History New 599 287 0.27% — 1042 +599 New Q4 2025 Feb 11, 2026
Harbor Group, Inc. History Added to 599 287 0.04% 0.04% 1041 +3 0.5% Q4 2025 Jan 12, 2026
Obermeyer Wealth Partners History Reduced 596 286 0.01% 0.01% 1043 -11 -1.81% Q4 2025 Jan 29, 2026
ADG Wealth Management Group, LLC History Added to 596 286 0.22% 0.22% 1044 +3 0.51% Q4 2025 Jan 15, 2026
BFSG, LLC History Reduced 594 285 0.03% 0.03% 1046 -30 -4.81% Q4 2025 Jan 22, 2026
Quest 10 Wealth Builders, Inc. History Reduced 595 285 0.25% 0.25% 1047 -1 -0.17% Q4 2025 Jan 29, 2026
PDS Planning, Inc History No change 593 285 0.02% 0.02% 1045 0 0.0% Q4 2025 Jan 26, 2026
Atlantic Private Wealth, LLC History Reduced 592 284 0.18% 0.2% 1050 -73 -10.98% Q4 2025 Feb 11, 2026
San Luis Wealth Advisors LLC History Added to 592 284 0.05% 0.05% 1049 +45 8.23% Q4 2025 Jan 26, 2026
Summit Trail Advisors, LLC History No change 590 284 0.0% 0.0% 1048 0 0.0% Q4 2025 Feb 17, 2026
SJBENEN ADVISORY, LLC History New 590 283 0.26% — 1051 +590 New Q4 2025 Jan 14, 2026
JBR Co Financial Management Inc History Added to 589 283 0.12% 0.1% 1053 +69 13.27% Q4 2025 Jan 06, 2026
Colonial Trust Co / SC History No change 590 283 0.04% 0.04% 1052 0 0.0% Q4 2025 Feb 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 585 281 0.0% 0.0% 1056 -25 -4.1% Q4 2025 Jan 22, 2026
Fort Point Capital Partners LLC History No change 569 281 0.03% 0.03% 1054 0 0.0% Q4 2025 Feb 13, 2026
Stonebridge Capital Advisors LLC History No change 585 281 0.02% 0.02% 1055 0 0.0% Q4 2025 Feb 12, 2026
CITY HOLDING CO History Added to 584 280 0.03% 0.03% 1057 +9 1.57% Q4 2025 Jan 22, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 575 278 0.06% 0.1% 1058 -294 -33.83% Q4 2025 Feb 04, 2026
PVG ASSET MANAGEMENT CORP History New 576 276 0.59% — 1059 +576 New Q4 2025 Jan 30, 2026
Independent Advisor Alliance History Reduced 575 276 0.01% 0.01% 1060 -27 -4.49% Q4 2025 Feb 04, 2026
Meridian Financial Advisors, LLC History No change 575 276 0.15% 0.15% 1061 0 0.0% Q4 2025 Jan 23, 2026
Dakota Wealth Management History New 574 275 0.0% — 1062 +574 New Q4 2025 Jan 13, 2026
SAX WEALTH ADVISORS, LLC History Added to 571 274 0.01% 0.01% 1063 +10 1.78% Q4 2025 Jan 12, 2026
Revolve Wealth Partners, LLC History Added to 570 273 0.03% 0.03% 1065 +2 0.35% Q4 2025 Jan 20, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 570 273 0.04% 0.04% 1064 +1 0.18% Q4 2025 Feb 04, 2026
Advyzon Investment Management, LLC History New 566 272 0.03% — 1070 +566 New Q4 2025 Feb 13, 2026
Key FInancial Inc History Reduced 567 272 0.05% 0.06% 1067 -95 -14.35% Q4 2025 Feb 09, 2026
Centennial Wealth Advisory LLC History Added to 566 272 0.07% 0.07% 1068 +59 11.64% Q4 2025 Jan 14, 2026
Hurlow Wealth Management Group, Inc. History No change 566 272 0.07% 0.07% 1066 0 0.0% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History No change 566 272 0.01% 0.01% 1069 0 0.0% Q4 2025 Jan 30, 2026
55 North Private Wealth, LLC History New 565 271 0.07% — 1073 +565 New Q4 2025 Jan 27, 2026
Maltin Wealth Management, Inc. History No change 564 271 0.11% 0.11% 1071 0 0.0% Q4 2025 Jan 15, 2026
Fairvoy Private Wealth, LLC History No change 566 271 0.06% 0.06% 1072 0 0.0% Q4 2025 Jan 14, 2026
Mystic Asset Management, Inc. History Added to 562 270 0.06% 0.06% 1076 +10 1.81% Q4 2025 Jan 28, 2026
Tull Financial Group, Inc. History Added to 563 270 0.12% 0.11% 1075 +1 0.18% Q4 2025 Feb 12, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 562 270 0.1% 0.1% 1074 0 0.0% Q4 2025 Feb 17, 2026
Citizens National Bank Trust Department History No change 560 269 0.05% 0.05% 1077 0 0.0% Q4 2025 Jan 30, 2026
Shared Vision Wealth Group LLC History No change 545 269 0.11% 0.11% 1078 0 0.0% Q4 2025 Feb 11, 2026
Commonwealth Financial Services, LLC History No change 560 268 0.04% 0.04% 1079 0 0.0% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History Reduced 555 267 0.04% 0.04% 1080 -30 -5.13% Q4 2025 Jan 23, 2026
Inspire Advisors, LLC History Added to 557 267 0.02% 0.02% 1081 +4 0.72% Q4 2025 Feb 13, 2026
Peak Wealth Management LLC History New 552 265 0.22% — 1083 +552 New Q4 2025 Feb 04, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 552 265 0.02% 0.02% 1082 0 0.0% Q4 2025 Feb 05, 2026
Rockingstone Advisors LLC History New 550 264 0.12% — 1085 +550 New Q4 2025 Jan 28, 2026
FAYEZ SAROFIM & CO History No change 550 264 0.0% 0.0% 1084 0 0.0% Q4 2025 Feb 13, 2026
Topsail Wealth Management, LLC History No change 550 264 0.04% 0.04% 1086 0 0.0% Q4 2025 Feb 04, 2026
Plante Moran Financial Advisors, LLC History Reduced 549 263 0.02% 0.02% 1087 -24 -4.19% Q4 2025 Feb 05, 2026
Moisand Fitzgerald Tamayo, LLC History No change 549 263 0.03% 0.03% 1088 0 0.0% Q4 2025 Jan 14, 2026
Pure Financial Advisors, LLC History Reduced 543 260 0.05% 0.0% 1089 -51 -8.59% Q4 2025 Mar 04, 2026
Principle Wealth Partners LLC History Reduced 540 259 0.01% 0.02% 1090 -92 -14.56% Q4 2025 Feb 06, 2026
Capital Asset Advisory Services LLC History Added to 524 258 0.01% 0.01% 1091 +1 0.19% Q4 2025 Jan 09, 2026
Commonwealth Retirement Investments LLC History No change 538 258 0.08% 0.08% 1092 0 0.0% Q4 2025 Feb 11, 2026
Northstar Group, Inc. History New 534 256 0.03% — 1094 +534 New Q4 2025 Feb 13, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 533 256 0.01% 0.01% 1093 -23 -4.14% Q4 2025 Feb 13, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 530 254 0.01% 0.04% 1095 -2,064 -79.57% Q4 2025 Jan 23, 2026
Global Trust Wealth Management LLC History New 525 252 0.19% — 1099 +525 New Q4 2025 Jan 28, 2026
North Star Investment Management Corp. History Reduced 525 252 0.02% 0.02% 1097 -230 -30.46% Q4 2025 Jan 30, 2026
Brand Asset Management Group, Inc. History Added to 526 252 0.07% 0.07% 1098 +6 1.15% Q4 2025 Feb 11, 2026
ROCKLAND TRUST CO History No change 525 252 0.01% 0.01% 1096 0 0.0% Q4 2025 Jan 15, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 520 251 0.04% 0.04% 1100 +2 0.39% Q4 2025 Jan 08, 2026
Elite Life Management LLC History No change 500 250 0.41% 0.47% 1101 0 0.0% Q4 2025 Feb 09, 2026
ANCHYRA PARTNERS LLC History New 520 249 0.08% — 1104 +520 New Q4 2025 Jan 29, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 509 249 0.09% 0.09% 1103 +2 0.39% Q4 2025 Jan 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 518 249 0.0% 0.0% 1102 0 0.0% Q4 2025 Feb 09, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 517 248 0.02% 0.03% 1105 -50 -8.82% Q4 2025 Jan 22, 2026
Blue Fin Capital, Inc. History No change 515 247 0.04% 0.04% 1106 0 0.0% Q4 2025 Jan 23, 2026
4WEALTH ADVISORS, INC. History Reduced 513 246 0.21% 0.23% 1107 -44 -7.9% Q4 2025 Jan 21, 2026
CIBC Asset Management Inc History New 510 245 0.0% — 1108 +510 New Q4 2025 Feb 10, 2026
Cardinal Point Capital Management ULC History No change 510 245 0.02% 0.02% 1109 0 0.0% Q4 2025 Feb 05, 2026
FineMark National Bank & Trust History New 509 244 0.01% — 1111 +509 New Q4 2025 Feb 12, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 509 244 0.04% 0.04% 1110 +2 0.39% Q4 2025 Jan 16, 2026
Basepoint Wealth LLC History No change 508 244 0.15% 0.17% 1112 0 0.0% Q4 2025 Feb 10, 2026
Great Diamond Partners, LLC History Added to 507 243 0.05% 0.05% 1113 +3 0.6% Q4 2025 Feb 06, 2026
FIDUCIENT ADVISORS LLC History New 503 242 0.03% — 1115 +503 New Q4 2025 Feb 10, 2026
Howard Capital Management Inc. History Added to 504 242 0.0% 0.0% 1116 +62 14.03% Q4 2025 Jan 23, 2026
Wisconsin Wealth Advisors, LLC History Added to 505 242 0.24% 0.22% 1117 +1 0.2% Q4 2025 Jan 07, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 505 242 0.11% 0.11% 1114 0 0.0% Q4 2025 Jan 23, 2026
Moment Partners, LLC History No change 502 241 0.05% 0.04% 1118 0 0.0% Q4 2025 Feb 10, 2026
Indivisible Partners History New 501 240 0.03% — 1128 +501 New Q4 2025 Feb 03, 2026
1832 Asset Management L.P. History New 500 240 0.0% — 1120 +500 New Q4 2025 Feb 13, 2026
Team Financial Group, LLC History New 500 240 0.11% — 1125 +500 New Q4 2025 Jan 13, 2026
VESTOR CAPITAL, LLC History Reduced 454 240 0.02% 0.01% 1121 -46 -9.2% Q4 2025 Feb 11, 2026
GAMCO INVESTORS, INC. ET AL History No change 500 240 0.0% 0.0% 1119 0 0.0% Q4 2025 Feb 05, 2026
Portland Global Advisors LLC History No change 500 240 0.03% 0.03% 1122 0 0.0% Q4 2025 Feb 10, 2026
LFA - Lugano Financial Advisors SA History No change 500 240 0.12% 0.12% 1123 0 0.0% Q4 2025 Jan 29, 2026
PING CAPITAL MANAGEMENT, INC. History No change 500 240 0.07% 0.08% 1124 0 0.0% Q4 2025 Feb 02, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 500 240 0.14% 0.15% 1126 0 0.0% Q4 2025 Feb 03, 2026
Axecap Investments, LLC History No change 501 240 0.15% 0.14% 1127 0 0.0% Q4 2025 Jan 29, 2026
Wellington Shields & Co., LLC History New 499 239 0.06% — 1129 +499 New Q4 2025 Feb 09, 2026
Clarity Financial LLC History New 499 239 0.02% — 1131 +499 New Q4 2025 Jan 28, 2026
Facet Wealth, Inc. History New 489 239 0.0% — 1130 +489 New Q4 2025 Jan 29, 2026
FIRST UNITED BANK & TRUST History Reduced 496 238 0.08% 0.08% 1132 -10 -1.98% Q4 2025 Jan 21, 2026
Collaborative Wealth Managment Inc. History Reduced 495 237 0.08% 0.09% 1133 -7 -1.39% Q4 2025 Feb 09, 2026
ABLE Financial Group, LLC History No change 495 237 0.05% 0.05% 1134 0 0.0% Q4 2025 Jan 23, 2026
IFS Advisors, LLC History No change 491 235 0.12% 0.13% 1135 0 0.0% Q4 2025 Jan 09, 2026
Register Financial Advisors LLC History No change 490 235 0.09% 0.09% 1136 0 0.0% Q4 2025 Jan 21, 2026
Bogart Wealth, LLC History Added to 481 231 0.01% 0.01% 1137 +1 0.21% Q4 2025 Jan 30, 2026
Prasad Wealth Partners, LLC History No change 482 231 0.06% 0.06% 1138 0 0.0% Q4 2025 Jan 27, 2026
Seneca Financial Advisors LLC History No change 481 231 0.07% 0.07% 1139 0 0.0% Q4 2025 Jan 26, 2026
DDD Partners, LLC History No change 480 230 0.01% 0.01% 1140 0 0.0% Q4 2025 Jan 22, 2026
Gaddis Premier Wealth Advisors LLC History New 477 229 0.17% — 1142 +477 New Q4 2025 Feb 11, 2026
Accel Wealth Management History Reduced 478 229 0.06% 0.07% 1141 -15 -3.04% Q4 2025 Jan 20, 2026
ASHTON THOMAS SECURITIES, LLC History New 476 228 0.04% — 1143 +476 New Q4 2025 Feb 02, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 471 226 0.09% 0.09% 1144 0 0.0% Q4 2025 Feb 13, 2026
Integrity Wealth Solutions LLC History Reduced 469 225 0.09% 0.1% 1145 -8 -1.68% Q4 2025 Feb 02, 2026
TigerOak Management, L.L.C. History No change 469 225 0.07% 0.07% 1146 0 0.0% Q4 2025 Jan 21, 2026
Summit Place Financial Advisors, LLC History No change 467 224 0.11% 0.1% 1147 0 0.0% Q4 2025 Feb 02, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History New 466 223 0.03% — 1149 +466 New Q4 2025 Feb 03, 2026
Triad Wealth Partners, LLC History New 464 223 0.02% — 1151 +464 New Q4 2025 Jan 22, 2026
CULLEN/FROST BANKERS, INC. History No change 465 223 0.0% 0.0% 1148 0 0.0% Q4 2025 Feb 06, 2026
Maple Capital Management, Inc. History No change 466 223 0.01% 0.01% 1150 0 0.0% Q4 2025 Feb 03, 2026
JDH Wealth Management, LLC History No change 466 223 0.15% 0.15% 1152 0 0.0% Q4 2025 Jan 05, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 465 223 0.15% 0.15% 1153 0 0.0% Q4 2025 Jan 07, 2026
Octavia Wealth Advisors, LLC History Reduced 462 222 0.02% 0.02% 1157 -62 -11.83% Q4 2025 Jan 23, 2026
Haverford Trust Co History No change 464 222 0.0% 0.0% 1154 0 0.0% Q4 2025 Feb 13, 2026
Evensky & Katz LLC History No change 462 222 0.01% 0.01% 1155 0 0.0% Q4 2025 Feb 05, 2026
Gradient Capital Advisors, LLC History No change 463 222 0.06% 0.06% 1156 0 0.0% Q4 2025 Feb 06, 2026
Disciplined Investors, L.L.C. History No change 464 222 0.15% 0.15% 1158 0 0.0% Q4 2025 Feb 10, 2026
BURNEY CO/ History Added to 458 220 0.01% 0.01% 1159 +10 2.23% Q4 2025 Jan 23, 2026
Rockline Wealth Management, LLC History No change 459 220 0.04% 0.04% 1160 0 0.0% Q4 2025 Feb 10, 2026
EWA, LLC History New 456 219 0.05% — 1162 +456 New Q4 2025 Feb 03, 2026
Wilmington Savings Fund Society, FSB History No change 456 219 0.01% 0.01% 1161 0 0.0% Q4 2025 Feb 12, 2026
RiverFront Investment Group, LLC History New 455 218 0.0% — 1163 +455 New Q4 2025 Feb 05, 2026
Empowered Funds, LLC History New 455 218 0.0% — 1164 +455 New Q4 2025 Feb 18, 2026
Nilsine Partners, LLC History No change 453 217 0.02% 0.02% 1165 0 0.0% Q4 2025 Jan 15, 2026
Coppell Advisory Solutions LLC History Reduced 448 216 0.02% 0.02% 1166 -14 -3.03% Q4 2025 Feb 17, 2026
Cherry Tree Wealth Management, LLC History No change 450 216 0.05% 0.05% 1167 0 0.0% Q4 2025 Feb 10, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 448 215 0.08% 0.08% 1168 +1 0.22% Q4 2025 Jan 08, 2026
Capital Square, LLC History No change 444 213 0.11% 0.1% 1169 0 0.0% Q4 2025 Feb 13, 2026
Wealth Advisory Solutions, LLC History New 443 212 0.05% — 1171 +443 New Q4 2025 Jan 16, 2026
MATAURO, LLC History Reduced 442 212 0.03% 0.06% 1172 -327 -42.52% Q4 2025 Jan 16, 2026
Burk Holdings LLC History Reduced 443 212 0.1% 0.11% 1173 -19 -4.11% Q4 2025 Feb 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 442 212 0.02% 0.02% 1170 0 0.0% Q4 2025 Jan 23, 2026
Talisman Wealth Advisors LLC History Reduced 441 211 0.16% 0.17% 1174 -14 -3.08% Q4 2025 Feb 20, 2026
KWB Wealth History New 437 210 0.02% — 1176 +437 New Q4 2025 Jan 12, 2026
Focused Wealth Management, Inc History Added to 438 210 0.02% 0.02% 1175 +1 0.23% Q4 2025 Jan 29, 2026
Werba Rubin Papier Wealth Management History New 437 209 0.06% — 1177 +437 New Q4 2025 Jan 27, 2026
Richmond Investment Services, LLC History Added to 436 209 0.04% 0.04% 1178 +2 0.46% Q4 2025 Feb 12, 2026
Opulen Financial Group LLC History Added to 435 208 0.15% 0.15% 1180 +2 0.46% Q4 2025 Feb 10, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 433 208 0.04% 0.04% 1179 0 0.0% Q4 2025 Feb 12, 2026
SHP Wealth Management History New 432 207 0.02% — 1181 +432 New Q4 2025 Mar 04, 2026
WEST MICHIGAN ADVISORS, LLC History New 431 207 0.05% — 1183 +431 New Q4 2025 Jan 28, 2026
Foguth Wealth Management, LLC. History New 429 207 0.03% — 1184 +429 New Q4 2025 Jan 05, 2026
Platform Technology Partners History No change 432 207 0.04% 0.05% 1182 0 0.0% Q4 2025 Feb 13, 2026
Prepared Retirement Institute LLC History New 430 206 0.1% — 1185 +430 New Q4 2025 Jan 29, 2026
Holland Advisory Services, Inc. History New 427 205 0.28% — 1187 +427 New Q4 2025 Jan 12, 2026
SUMMIT WEALTH GROUP LLC / CO History New 427 205 0.03% — 1188 +427 New Q4 2025 Feb 04, 2026
MKD WEALTH COACHES, LLC History Reduced 428 205 0.2% 0.23% 1186 -66 -13.36% Q4 2025 Jan 12, 2026
Prosperity Financial Group, Inc. History New 425 204 0.07% — 1189 +425 New Q4 2025 Jan 26, 2026
UNIVEST FINANCIAL Corp History New 424 203 0.01% — 1190 +424 New Q4 2025 Feb 04, 2026
Planning Center, Inc. History New 423 203 0.02% — 1192 +423 New Q4 2025 Feb 02, 2026
Hudson Value Partners, LLC History New 420 203 0.06% — 1191 +420 New Q4 2025 Jan 28, 2026
RiverTree Advisors, LLC History New 422 202 0.13% — 1195 +422 New Q4 2025 Jan 15, 2026
GARRISON POINT ADVISORS, LLC History New 421 202 0.09% — 1194 +421 New Q4 2025 Feb 13, 2026
PMG Family Office LLC History New 421 202 0.23% — 1196 +421 New Q4 2025 Jan 28, 2026
Indiana Trust & Investment Management Co History No change 421 202 0.06% 0.06% 1193 0 0.0% Q4 2025 Jan 21, 2026
Howard Capital Management Group, LLC History New 420 201 0.01% — 1197 +420 New Q4 2025 Jan 16, 2026
Mustard Seed Financial, LLC History New 420 201 0.13% — 1198 +420 New Q4 2025 Jan 23, 2026
Bison Wealth, LLC History New 440 200 0.02% — 1199 +440 New Q4 2025 Mar 24, 2026
JOURNEY STRATEGIC WEALTH LLC History New 417 200 0.01% — 1200 +417 New Q4 2025 Feb 13, 2026
Calder Financial LLC History New 417 200 0.2% — 1201 +417 New Q4 2025 Jan 23, 2026
Fund Advisors of America Inc/FL History New 417 200 0.18% — 1202 +417 New Q4 2025 Mar 13, 2026
SageView Advisory Group, LLC History New 414 199 0.01% — 1204 +414 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History No change 415 199 0.0% 0.0% 1203 0 0.0% Q4 2025 Feb 11, 2026
BankPlus Trust Department History No change 405 194 0.05% 0.05% 1205 0 0.0% Q4 2025 Jan 27, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 403 193 0.06% 0.06% 1207 +2 0.5% Q4 2025 Jan 27, 2026
BOK Financial Private Wealth, Inc. History No change 402 193 0.01% 0.01% 1206 0 0.0% Q4 2025 Feb 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 394 189 0.07% 0.07% 1208 -30 -7.08% Q4 2025 Jan 09, 2026
Winch Advisory Services, LLC History No change 391 187 0.04% 0.04% 1209 0 0.0% Q4 2025 Feb 03, 2026
ROGCO, LP History No change 387 185 0.06% 0.06% 1210 0 0.0% Q4 2025 Jan 30, 2026
Oakworth Capital, Inc. History No change 380 182 0.01% 0.01% 1211 0 0.0% Q4 2025 Jan 30, 2026
Archer Investment Corp History Added to 374 179 0.04% 0.02% 1212 +169 82.44% Q4 2025 Jan 30, 2026
Tidemark, LLC History No change 374 179 0.05% 0.05% 1213 0 0.0% Q4 2025 Feb 10, 2026
Ameritas Investment Partners, Inc. History Reduced 369 177 0.01% 0.01% 1214 -5 -1.34% Q4 2025 Feb 11, 2026
CoreFirst Bank & Trust History No change 370 177 0.1% 0.09% 1215 0 0.0% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History No change 365 175 0.01% 0.01% 1216 0 0.0% Q4 2025 Jan 05, 2026
Trust Co History Added to 363 174 0.02% 0.02% 1217 +26 7.72% Q4 2025 Jan 15, 2026
Trifecta Capital Advisors, LLC History No change 360 173 0.03% 0.03% 1218 0 0.0% Q4 2025 Jan 30, 2026
Center for Financial Planning, Inc. History No change 356 171 0.02% 0.02% 1219 0 0.0% Q4 2025 Feb 05, 2026
Global Trust Asset Management, LLC History Reduced 356 170 0.07% 0.08% 1220 -23 -6.07% Q4 2025 Jan 20, 2026
Bangor Savings Bank History No change 345 165 0.01% 0.01% 1221 0 0.0% Q4 2025 Jan 16, 2026
Kingdom Financial Group LLC. History New 323 155 0.05% — 1224 +323 New Q4 2025 Feb 06, 2026
COUNTRY TRUST BANK History No change 323 155 0.0% 0.0% 1222 0 0.0% Q4 2025 Jan 21, 2026
MTM Investment Management, LLC History No change 324 155 0.05% 0.05% 1223 0 0.0% Q4 2025 Feb 09, 2026
TrustBank History New 319 153 0.06% — 1225 +319 New Q4 2025 Feb 09, 2026
Mirae Asset Global Investments Co., Ltd. History New 316 151 0.0% — 1226 +316 New Q4 2025 Jan 26, 2026
SITTNER & NELSON, LLC History No change 300 150 0.05% 0.05% 1227 0 0.0% Q4 2025 Feb 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 300 144 0.0% 0.0% 1228 0 0.0% Q4 2025 Feb 13, 2026
Compagnie Lombard Odier SCmA History No change 300 144 0.0% 0.0% 1229 0 0.0% Q4 2025 Jan 16, 2026
Kentucky Trust Co History Reduced 290 139 0.07% 0.08% 1230 -10 -3.33% Q4 2025 Jan 21, 2026
AMERIFLEX GROUP, INC. History Reduced 286 137 0.07% 0.08% 1231 -186 -39.41% Q4 2025 Feb 18, 2026
Aspect Partners, LLC History Added to 278 133 0.06% 0.06% 1232 +1 0.36% Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History Reduced 273 131 0.04% 0.04% 1233 -6 -2.15% Q4 2025 Jan 22, 2026
Capital Analysts, LLC History Reduced 255 122 0.0% 0.0% 1234 -60 -19.05% Q4 2025 Feb 11, 2026
Westfuller Advisors, LLC History Added to 253 121 0.05% 0.05% 1235 +1 0.4% Q4 2025 Jan 21, 2026
Abound Wealth Management History Reduced 250 120 0.03% 0.03% 1237 -16 -6.02% Q4 2025 Jan 12, 2026
Westend Capital Management, LLC History No change 250 120 0.03% 0.03% 1236 0 0.0% Q4 2025 Jan 15, 2026
Davis Capital Management History No change 246 118 0.08% 0.08% 1238 0 0.0% Q4 2025 Jan 28, 2026
UNION SAVINGS BANK History New 236 113 0.05% — 1239 +236 New Q4 2025 Mar 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 230 110 0.01% 0.01% 1240 0 0.0% Q4 2025 Jan 08, 2026
Rakuten Securities, Inc. History Added to 226 108 0.04% 0.01% 1241 +178 370.83% Q4 2025 Jan 29, 2026
Bell Investment Advisors, Inc History No change 221 105 0.02% 0.02% 1242 0 0.0% Q4 2025 Feb 24, 2026
Glen Eagle Advisors, LLC History Added to 215 103 0.01% 0.01% 1244 +1 0.47% Q4 2025 Feb 13, 2026
FINANCIAL CONSULATE, INC History No change 216 103 0.01% 0.01% 1243 0 0.0% Q4 2025 Jan 22, 2026
Barnes Dennig Private Wealth Management LLC History No change 212 101 0.1% 0.11% 1245 0 0.0% Q4 2025 Jan 14, 2026
Anchor Investment Management, LLC History Reduced 208 99 0.01% 0.01% 1246 -10 -4.59% Q4 2025 Feb 26, 2026
GGM Financials LLC History Added to 205 98 0.05% 0.05% 1247 +1 0.49% Q4 2025 Feb 04, 2026
Elyxium Wealth, LLC History New 200 96 0.03% — 1248 +200 New Q4 2025 Feb 05, 2026
Signature Equity Partners, LLC History New 197 94 0.05% — 1249 +197 New Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 186 89 0.01% 0.01% 1250 0 0.0% Q4 2025 Feb 06, 2026
Darwin Wealth Management, LLC History Reduced 180 86 0.03% 0.03% 1251 -6 -3.23% Q4 2025 Jan 22, 2026
Glass Jacobson Investment Advisors llc History No change 180 86 0.03% 0.03% 1252 0 0.0% Q4 2025 Jan 22, 2026
LOM Asset Management Ltd History No change 175 84 0.02% 0.02% 1253 0 0.0% Q4 2025 Jan 23, 2026
VISION FINANCIAL MARKETS LLC History Added to 173 82 0.08% 0.02% 1254 +120 226.42% Q4 2025 Jan 22, 2026
Nemes Rush Group LLC History Added to 169 81 0.01% 0.01% 1256 +1 0.6% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 170 81 0.0% 0.0% 1255 0 0.0% Q4 2025 Feb 12, 2026
Hilton Head Capital Partners, LLC History New 163 78 0.05% — 1258 +163 New Q4 2025 Feb 11, 2026
SJS Investment Consulting Inc. History No change 164 78 0.01% 0.01% 1257 0 0.0% Q4 2025 Jan 21, 2026
Morton Brown Family Wealth, LLC History No change 150 72 0.02% 0.02% 1259 0 0.0% Q4 2025 Jan 28, 2026
Smallwood Wealth Investment Management, LLC History No change 150 72 0.04% 0.04% 1260 0 0.0% Q4 2025 Jan 23, 2026
North Ridge Wealth Advisors, Inc. History No change 144 69 0.04% 0.04% 1261 0 0.0% Q4 2025 Feb 13, 2026
Your Advocates Ltd., LLP History Added to 142 68 0.02% 0.02% 1263 +31 27.93% Q4 2025 Feb 02, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 142 68 0.0% 0.0% 1262 0 0.0% Q4 2025 Feb 03, 2026
Legacy Wealth Managment, LLC/ID History No change 143 68 0.03% 0.03% 1264 0 0.0% Q4 2025 Feb 03, 2026
Ankerstar Wealth, LLC History New 141 67 0.07% — 1266 +141 New Q4 2025 Feb 12, 2026
United Community Bank History No change 140 67 0.03% 0.02% 1265 0 0.0% Q4 2025 Jan 30, 2026
MCF Advisors LLC History No change 137 65 0.0% 0.0% 1267 0 0.0% Q4 2025 Feb 11, 2026
TUCKER ASSET MANAGEMENT LLC History New 134 64 0.02% — 1268 +134 New Q4 2025 Feb 05, 2026
Birch Capital Management, LLC History Added to 131 62 0.03% 0.03% 1270 +5 3.97% Q4 2025 Feb 03, 2026
Security National Bank History No change 130 62 0.01% 0.01% 1269 0 0.0% Q4 2025 Feb 05, 2026
ATLAS CAPITAL ADVISORS INC. History New 125 60 0.01% — 1271 +125 New Q4 2025 Feb 13, 2026
Luminist Capital LLC History Added to 123 59 0.07% 0.04% 1272 +14 12.84% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History Reduced 121 58 0.02% 0.02% 1273 -10 -7.63% Q4 2025 Feb 11, 2026
Nalls Sherbakoff Group, LLC History No change 120 57 0.04% 0.04% 1274 0 0.0% Q4 2025 Mar 12, 2026
Graney & King, LLC History No change 119 57 0.03% 0.04% 1275 0 0.0% Q4 2025 Feb 13, 2026
Wealth Watch Advisors, INC History New 112 53 0.02% — 1276 +112 New Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 112 53 0.05% — 1277 +112 New Q4 2025 Jan 26, 2026
Intesa Sanpaolo Wealth Management History New 110 52 0.01% — 1279 +110 New Q4 2025 Feb 12, 2026
Fairscale Capital, LLC History No change 110 52 0.03% 0.04% 1278 0 0.0% Q4 2025 Feb 17, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 108 51 0.01% 0.01% 1280 0 0.0% Q4 2025 Jan 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 105 50 0.04% — 1282 +105 New Q4 2025 Mar 05, 2026
Crews Bank & Trust History Reduced 106 50 0.01% 0.01% 1281 -75 -41.44% Q4 2025 Jan 21, 2026
Banque Cantonale Vaudoise History Reduced 103 49 0.0% 0.0% 1285 -25 -19.53% Q4 2025 Feb 06, 2026
Prestige Wealth Management Group LLC History No change 102 49 0.01% 0.01% 1283 0 0.0% Q4 2025 Feb 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 103 49 0.0% 0.0% 1284 0 0.0% Q4 2025 Jan 13, 2026
Wealth Preservation Advisors, LLC History Reduced 100 48 0.02% 0.12% 1287 -333 -76.91% Q4 2025 Feb 23, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History New 100 48 0.06% — 1286 +100 New Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 94 45 0.0% 0.0% 1288 0 0.0% Q4 2025 Jan 20, 2026
CDKV HOLDINGS LLC History New 90 43 0.04% — 1290 +90 New Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 90 43 0.02% 0.02% 1289 0 0.0% Q4 2025 Feb 12, 2026
Lloyd Advisory Services, LLC. History New 86 41 0.02% — 1291 +86 New Q4 2025 Feb 06, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 87 41 0.03% 0.05% 1292 -56 -39.16% Q4 2025 Feb 11, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 84 40 0.0% 0.0% 1293 +1 1.2% Q4 2025 Jan 07, 2026
Cornerstone Planning Group LLC History Added to 81 39 0.01% 0.0% 1294 +12 17.39% Q4 2025 Feb 02, 2026
Elevated Capital Advisors, LLC History New 80 38 0.01% — 1298 +80 New Q4 2025 Jan 27, 2026
First Command Advisory Services, Inc. History Reduced 80 38 0.0% 0.0% 1296 -20 -20.0% Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History Reduced 80 38 0.0% 0.01% 1297 -8 -9.09% Q4 2025 Jan 20, 2026
JNBA Financial Advisors History No change 80 38 0.0% 0.0% 1295 0 0.0% Q4 2025 Jan 26, 2026
WPG Advisers, LLC History No change 80 38 0.03% 0.03% 1299 0 0.0% Q4 2025 Jan 28, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 79 37 0.0% 0.0% 1300 -141 -64.09% Q4 2025 Feb 12, 2026
Dorato Capital Management History New 75 36 0.03% — 1301 +75 New Q4 2025 Jan 16, 2026
IFC & Insurance Marketing, Inc. History New 70 34 0.03% — 1302 +70 New Q4 2025 Feb 12, 2026
Investment Research & Advisory Group, Inc. History New 70 33 0.01% — 1303 +70 New Q4 2025 Jan 20, 2026
ALBION FINANCIAL GROUP /UT History Reduced 68 32 0.0% 0.0% 1304 -87 -56.13% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History No change 65 31 0.01% 0.01% 1305 0 0.0% Q4 2025 Jan 23, 2026
MidAtlantic Capital Management, Inc. History New 63 30 0.02% — 1308 +63 New Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 63 30 0.0% 0.0% 1306 0 0.0% Q4 2025 Feb 03, 2026
LRI Investments, LLC History No change 63 30 0.0% 0.0% 1307 0 0.0% Q4 2025 Feb 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 61 29 0.01% 0.01% 1309 0 0.0% Q4 2025 Feb 11, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 61 29 0.0% 0.0% 1310 0 0.0% Q4 2025 Jan 28, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 62 29 0.0% 0.0% 1311 0 0.0% Q4 2025 Jan 23, 2026
Coston, McIsaac & Partners History No change 57 27 0.01% 0.01% 1312 0 0.0% Q4 2025 Feb 03, 2026
Horrell Capital Management, Inc. History No change 56 26 0.01% 0.01% 1313 0 0.0% Q4 2025 Feb 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 52 25 0.0% 0.0% 1314 0 0.0% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History No change 53 25 0.0% 0.0% 1315 0 0.0% Q4 2025 Jan 08, 2026
Deane Retirement Strategies, Inc. History No change 50 24 0.01% 0.01% 1316 0 0.0% Q4 2025 Jan 28, 2026
Beaird Harris Wealth Management, LLC History No change 51 24 0.0% 0.0% 1317 0 0.0% Q4 2025 Feb 23, 2026
KERR FINANCIAL PLANNING Corp History No change 50 24 0.03% 0.03% 1318 0 0.0% Q4 2025 Feb 10, 2026
Riverview Trust Co History No change 47 22 0.03% 0.03% 1319 0 0.0% Q4 2025 Jan 26, 2026
ORG Partners LLC History No change 47 22 0.0% 0.0% 1320 0 0.0% Q4 2025 Jan 14, 2026
Pflug Koory, LLC History Added to 46 21 0.01% 0.01% 1322 +1 2.22% Q4 2025 Jan 20, 2026
QUADRANT CAPITAL GROUP LLC History No change 44 21 0.0% 0.0% 1321 0 0.0% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History No change 45 21 0.01% 0.01% 1323 0 0.0% Q4 2025 Feb 12, 2026
Kohmann Bosshard Financial Services, LLC History New 44 20 0.0% — 1324 +44 New Q4 2025 Jan 30, 2026
Access Investment Management LLC History No change 45 20 0.01% 0.01% 1325 0 0.0% Q4 2025 Feb 02, 2026
WOLFF WIESE MAGANA LLC History Reduced 41 19 0.01% 0.03% 1327 -62 -60.19% Q4 2025 Jan 14, 2026
Navalign, LLC History New 41 19 0.0% — 1326 +41 New Q4 2025 Feb 05, 2026
United Financial Planning Group LLC History Added to 40 19 0.01% 0.0% 1331 +30 300.0% Q4 2025 Feb 11, 2026
Strategic Advocates LLC History Added to 41 19 0.0% 0.0% 1328 +4 10.81% Q4 2025 Feb 11, 2026
Cetera Trust Company, N.A History No change 40 19 0.01% 0.01% 1329 0 0.0% Q4 2025 Feb 13, 2026
Tripletail Wealth Management, LLC History No change 40 19 0.02% 0.02% 1330 0 0.0% Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History No change 38 18 0.01% 0.01% 1332 0 0.0% Q4 2025 Jan 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 32 15 0.01% — 1336 +32 New Q4 2025 Feb 10, 2026
CVA Family Office, LLC History Added to 32 15 0.0% 0.0% 1335 +20 166.67% Q4 2025 Jan 12, 2026
ALERUS FINANCIAL NA History No change 33 15 0.0% 0.0% 1333 0 0.0% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History No change 33 15 0.0% 0.0% 1334 0 0.0% Q4 2025 Feb 13, 2026
Noble Wealth Management PBC History New 30 14 0.01% — 1337 +30 New Q4 2025 Jan 05, 2026
Cape Investment Advisory, Inc. History New 25 12 0.0% — 1339 +25 New Q4 2025 Feb 17, 2026
Midwest Capital Advisors, LLC History New 25 12 0.01% — 1340 +25 New Q4 2025 Jan 29, 2026
HAZLETT, BURT & WATSON, INC. History No change 24 12 0.0% 0.0% 1338 0 0.0% Q4 2025 Feb 10, 2026
Eukles Asset Management History No change 22 10 0.0% 0.0% 1341 0 0.0% Q4 2025 Feb 09, 2026
Creative Capital Management Investments LLC History No change 22 10 0.0% 0.0% 1342 0 0.0% Q4 2025 Jan 23, 2026
Turim 21 Investimentos Ltda. History New 81 8 0.0% — 1343 +81 New Q4 2025 Feb 17, 2026
First Pacific Financial History No change 18 8 0.0% 0.0% 1344 0 0.0% Q4 2025 Jan 16, 2026
Central Pacific Bank - Trust Division History No change 17 8 0.0% 0.0% 1345 0 0.0% Q4 2025 Jan 07, 2026
Quent Capital, LLC History New 15 7 0.0% — 1349 +15 New Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Added to 16 7 0.0% 0.0% 1346 +7 77.78% Q4 2025 Feb 17, 2026
Bay Harbor Wealth Management, LLC History No change 16 7 0.0% 0.0% 1347 0 0.0% Q4 2025 Feb 02, 2026
Game Plan Financial Advisors, LLC History No change 15 7 0.0% 0.0% 1348 0 0.0% Q4 2025 Jan 14, 2026
Estate Planners Group, LLC History New 11 5 0.0% — 1353 +11 New Q4 2025 Apr 07, 2026
McIlrath & Eck, LLC History No change 11 5 0.0% 0.0% 1350 0 0.0% Q4 2025 Feb 03, 2026
TSFG, LLC History No change 10 5 0.0% 0.0% 1351 0 0.0% Q4 2025 Feb 04, 2026
New Millennium Group LLC History No change 11 5 0.0% 0.0% 1352 0 0.0% Q4 2025 Feb 06, 2026
Private Wealth Asset Management, LLC History Reduced 10 4 0.0% 0.0% 1357 -23 -69.7% Q4 2025 Feb 10, 2026
Prudent Man Investment Management, Inc. History New 10 4 0.0% — 1361 +10 New Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History New 9 4 0.0% — 1355 +9 New Q4 2025 Jan 30, 2026
Morse Asset Management, Inc History No change 10 4 0.0% 0.0% 1354 0 0.0% Q4 2025 Feb 03, 2026
Y.D. More Investments Ltd History No change 9 4 0.0% 0.0% 1356 0 0.0% Q4 2025 Jan 21, 2026
New England Capital Financial Advisors LLC History No change 10 4 0.0% 0.0% 1358 0 0.0% Q4 2025 Feb 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 9 4 0.0% 0.0% 1359 0 0.0% Q4 2025 Feb 09, 2026
Atlantic Edge Private Wealth Management, LLC History No change 10 4 0.0% 0.0% 1360 0 0.0% Q4 2025 Jan 27, 2026
WINNOW WEALTH LLC History No change 9 4 0.0% 0.0% 1362 0 0.0% Q4 2025 Feb 11, 2026
Godfrey Financial Associates, Inc. History New 8 3 0.0% — 1366 +8 New Q4 2025 Feb 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 7 3 0.0% — 1363 +7 New Q4 2025 Feb 11, 2026
CGC Financial Services, LLC History No change 8 3 0.0% 0.0% 1364 0 0.0% Q4 2025 Feb 03, 2026
American Capital Advisory, LLC History No change 7 3 0.0% 0.0% 1365 0 0.0% Q4 2025 Jan 30, 2026
Strive Financial Group ,LLC History New 5 2 0.0% — 1368 +5 New Q4 2025 Feb 18, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 6 2 0.0% 0.0% 1367 0 0.0% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Added to 3 1 0.0% — 1369 +2 200.0% Q4 2025 Feb 02, 2026
HighMark Wealth Management LLC History Added to 4 1 0.0% 0.0% 1371 +1 33.33% Q4 2025 Feb 05, 2026
Centerpoint Advisors, LLC History No change 3 1 0.0% 0.0% 1370 0 0.0% Q4 2025 Feb 13, 2026
Decker Retirement Planning Inc. History No change 3 1 0.0% 0.0% 1372 0 0.0% Q4 2025 Jan 26, 2026
Millstone Evans Group, LLC History No change 4 1 0.0% 0.0% 1373 0 0.0% Q4 2025 Feb 02, 2026
Kilter Group LLC History No change 3 1 0.0% 0.0% 1374 0 0.0% Q4 2025 Feb 13, 2026
Catherine Avery Investment Management LLC History No change 3 1 0.0% 0.0% 1375 0 0.0% Q4 2025 Jan 05, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.36% — -517,080 -100.0% Q3 2025 Nov 14, 2025
Volterra Technologies LP History Closed out 0 0 — 5.84% — -146,800 -100.0% Q3 2025 Nov 14, 2025
Baker Avenue Asset Management, LP History Closed out 0 0 — 0.0% — -97,000 -100.0% Q3 2025 Oct 31, 2025
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Closed out 0 0 — 1.39% — -30,000 -100.0% Q3 2025 Nov 14, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.32% — -27,186 -100.0% Q3 2025 Nov 14, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.48% — -25,588 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.12% — -10,632 -100.0% Q3 2025 Oct 14, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.18% — -10,329 -100.0% Q3 2025 Nov 14, 2025
OVERSEA-CHINESE BANKING Corp Ltd History Closed out 0 0 — 0.11% — -9,583 -100.0% Q3 2025 Oct 28, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -5,500 -100.0% Q3 2025 Nov 13, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 — 0.04% — -4,076 -100.0% Q3 2025 Nov 17, 2025
SHERMAN PORFOLIOS, LLC History Closed out 0 0 — 0.44% — -2,639 -100.0% Q3 2025 Dec 22, 2025
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.39% — -1,728 -100.0% Q3 2025 Oct 27, 2025
Tidal Investments LLC History Closed out 0 0 — 0.0% — -1,666 -100.0% Q3 2025 Nov 14, 2025
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.27% — -1,652 -100.0% Q3 2025 Nov 13, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.07% — -1,470 -100.0% Q3 2025 Nov 03, 2025
Compass Wealth Management LLC History Closed out 0 0 — 0.14% — -1,376 -100.0% Q3 2025 Nov 07, 2025
Silver Grove Financial Group, Inc. History Closed out 0 0 — 0.5% — -1,136 -100.0% Q3 2025 Feb 13, 2026
SCHARF INVESTMENTS, LLC History Closed out 0 0 — 0.01% — -1,095 -100.0% Q3 2025 Nov 13, 2025
Momentum Wealth Planning, LLC History Closed out 0 0 — 0.38% — -1,064 -100.0% Q3 2025 Nov 12, 2025
Haven Private, LLC History Closed out 0 0 — 0.22% — -1,061 -100.0% Q3 2025 Nov 06, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.08% — -1,043 -100.0% Q3 2025 Nov 12, 2025
Man Group plc History Closed out 0 0 — 0.0% — -937 -100.0% Q3 2025 Nov 14, 2025
Hayek Kallen Investment Management History Closed out 0 0 — 0.13% — -896 -100.0% Q3 2025 Nov 14, 2025
MidWestOne Financial Group, Inc. History Closed out 0 0 — 0.05% — -886 -100.0% Q3 2025 Nov 06, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.21% — -856 -100.0% Q3 2025 Jan 12, 2026
Manchester Capital Management LLC History Closed out 0 0 — 0.04% — -630 -100.0% Q3 2025 Nov 14, 2025
Vantage Point Financial LLC History Closed out 0 0 — 0.11% — -618 -100.0% Q3 2025 Oct 24, 2025
SilverOak Wealth Management LLC History Closed out 0 0 — 0.05% — -606 -100.0% Q3 2025 Oct 24, 2025
Fortitude Advisory Group L.L.C. History Closed out 0 0 — 0.15% — -603 -100.0% Q3 2025 Nov 05, 2025
Saxony Capital Management, LLC History Closed out 0 0 — 0.18% — -584 -100.0% Q3 2025 Oct 21, 2025
Financial Partners Group, Inc History Closed out 0 0 — 0.03% — -553 -100.0% Q3 2025 Oct 17, 2025
Nikulski Financial, Inc. History Closed out 0 0 — 0.06% — -552 -100.0% Q3 2025 Nov 05, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.02% — -546 -100.0% Q3 2025 Nov 12, 2025
NEW WAVE WEALTH ADVISORS LLC History Closed out 0 0 — 0.09% — -522 -100.0% Q3 2025 Oct 30, 2025
Gibson Capital, LLC History Closed out 0 0 — 0.04% — -515 -100.0% Q3 2025 Oct 24, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 0.1% — -477 -100.0% Q3 2025 Nov 06, 2025
LVZ, Inc. History Closed out 0 0 — 0.02% — -470 -100.0% Q3 2025 Oct 27, 2025
FORTRESS PRIVATE LEDGER, LLC History Closed out 0 0 — 0.08% — -465 -100.0% Q3 2025 Nov 12, 2025
SHUTTLEWORTH & Co History Closed out 0 0 — 0.19% — -459 -100.0% Q3 2025 Nov 17, 2025
Bulltick Wealth Management, LLC History Closed out 0 0 — 0.05% — -449 -100.0% Q3 2025 Nov 13, 2025
Harfst & Associates, Inc. History Closed out 0 0 — 0.04% — -443 -100.0% Q3 2025 Oct 23, 2025
Bravias Capital Group, LLC History Closed out 0 0 — 0.13% — -433 -100.0% Q3 2025 Oct 20, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.1% — -330 -100.0% Q3 2025 Oct 15, 2025
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 — 0.0% — -260 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -102 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Nov 13, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.0% — -57 -100.0% Q3 2025 Oct 28, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.02% — -53 -100.0% Q3 2025 Oct 07, 2025
TFC Financial Management, Inc. History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 24, 2025
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Oct 22, 2025
Transce3nd, LLC History Closed out 0 0 — — — -16 -100.0% Q3 2025 Nov 12, 2025
Pillar Financial Advisors, LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q3 2025 Nov 12, 2025
DELTA ASSET MANAGEMENT LLC/TN History No change 1 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
Gould Capital, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
REAP Financial Group, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 10, 2026