iSHARES TRUST - ESGD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 10,733,029 1,020,603 0.07% 0.07% 1 +29,095 0.27% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 8,086,938 768,987 0.05% 0.04% 2 +237,327 3.02% Q4 2025 Feb 11, 2026
Empower Advisory Group, LLC History Added to 6,562,442 624,022 1.69% 1.45% 3 +947,532 16.88% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 4,709,931 447,867 0.06% 0.06% 4 +22,635 0.48% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 4,392,541 417,686 0.02% 0.02% 5 +124,982 2.93% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 4,003,911 382,017 0.92% 0.92% 6 -87,744 -2.14% Q4 2025 Feb 11, 2026
Betterment LLC History Added to 3,947,005 375,321 0.72% 0.71% 7 +58,297 1.5% Q4 2025 Feb 12, 2026
FMR LLC History Added to 3,625,329 344,732 0.02% 0.02% 8 +382,862 11.81% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,763,187 167,661 0.03% 0.03% 9 +78,724 4.67% Q4 2025 Feb 13, 2026
Acorns Advisers, LLC History Added to 1,592,959 151,474 1.14% 1.14% 10 +39,650 2.55% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,470,315 139,812 0.02% 0.02% 11 -28,078 -1.87% Q4 2025 Mar 25, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,442,269 137,145 0.04% 0.04% 12 -123,339 -7.88% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History New 1,397,442 132,882 0.02% — 13 +1,397,442 New Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,369,980 129,626 0.2% 0.21% 14 +32,015 2.39% Q4 2025 Feb 18, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 1,322,352 125,742 1.83% 1.85% 15 -8,930 -0.67% Q4 2025 Feb 09, 2026
Wealthfront Advisers LLC History Added to 1,247,288 118,604 0.27% 0.26% 16 +78,247 6.69% Q4 2025 Jan 30, 2026
UBS Group AG History Added to 1,222,618 116,258 0.02% 0.02% 17 +16,002 1.33% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,201,583 114,258 0.07% 0.07% 18 +40,991 3.53% Q4 2025 Feb 10, 2026
SPINNAKER TRUST History Added to 1,052,778 100,108 5.36% 5.41% 19 +3,277 0.31% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 951,850 90,536 0.02% 0.02% 20 -59,329 -5.87% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 851,714 80,989 0.0% 0.0% 21 +27,349 3.32% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 825,971 78,541 0.04% 0.04% 22 +83,983 11.32% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 808,836 76,912 0.1% 0.09% 23 +43,178 5.64% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 795,195 75,615 0.02% 0.02% 24 +9,474 1.21% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 738,824 70,254 0.08% 0.09% 25 -41,345 -5.3% Q4 2025 Jan 30, 2026
EP Wealth Advisors, LLC History New 620,901 59,041 0.31% — 26 +620,901 New Q4 2025 Feb 18, 2026
FIDUCIARY TRUST CO History Added to 616,854 58,656 0.67% 0.64% 27 +5,990 0.98% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 610,365 58,039 0.18% 0.2% 28 -49,426 -7.49% Q4 2025 Feb 02, 2026
M&T BANK CORP History Added to 566,945 53,910 0.17% 0.17% 29 +18,626 3.4% Q4 2025 Jan 30, 2026
Creative Planning History Added to 559,928 53,243 0.04% 0.04% 30 +5,631 1.02% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 525,900 50,009 0.01% — 31 +525,900 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 519,226 49,373 0.05% 0.05% 32 -754 -0.15% Q4 2025 Feb 06, 2026
FLOW TRADERS U.S. LLC History New 456,243 43,384 1.42% — 33 +456,243 New Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 431,782 41,058 0.82% 0.78% 34 +10,254 2.43% Q4 2025 Feb 05, 2026
Olde Wealth Management, LLC History Added to 409,651 38,953 11.98% 11.75% 35 +8,387 2.09% Q4 2025 Feb 12, 2026
IMPACTfolio, LLC History Added to 399,378 37,976 15.95% 15.41% 36 +15,196 3.96% Q4 2025 Jan 07, 2026
CITADEL ADVISORS LLC History Added to 383,018 36,421 0.01% 0.0% 37 +378,359 8121.03% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 380,255 36,158 0.04% 0.04% 38 +1,359 0.36% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 364,023 34,614 0.21% 0.22% 39 -10,604 -2.83% Q4 2025 Jan 29, 2026
Bond & Devick Financial Network, Inc. History Added to 340,419 32,370 9.12% 9.16% 40 +12,792 3.9% Q4 2025 Jan 14, 2026
High Note Wealth, LLC History Reduced 316,154 30,063 5.89% 5.92% 41 -1,344 -0.42% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Reduced 304,476 28,952 0.04% 0.05% 42 -4,939 -1.6% Q4 2025 Mar 09, 2026
Mariner, LLC History Added to 302,841 28,797 0.03% 0.03% 43 +17,419 6.1% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 296,183 28,164 0.4% 0.39% 44 +13,068 4.62% Q4 2025 Feb 02, 2026
Ally Invest Advisors Inc. History Added to 282,978 26,908 1.86% 1.84% 45 +7,112 2.58% Q4 2025 Feb 13, 2026
EASTERN BANK History Reduced 282,084 26,823 0.46% 0.47% 46 -654 -0.23% Q4 2025 Jan 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 282,078 26,822 0.48% 0.53% 47 -1,781 -0.63% Q4 2025 Jan 16, 2026
AlTi Global, Inc. History Added to 280,180 26,642 0.57% 0.59% 48 +10,909 4.05% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 273,481 26,005 0.09% 0.09% 49 -843 -0.31% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Added to 267,831 25,468 0.06% 0.07% 50 +2,781 1.05% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 264,837 25,183 0.01% 0.01% 51 +36,638 16.06% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 252,049 24,552 0.03% 0.04% 52 +1,206 0.48% Q4 2025 Jan 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 249,842 23,757 0.0% — 53 +249,842 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 231,433 22,007 0.06% 0.05% 54 +28,224 13.89% Q4 2025 Feb 05, 2026
LFA - Lugano Financial Advisors SA History No change 229,552 21,828 11.27% 11.25% 55 0 0.0% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 223,262 21,315 0.04% 0.04% 56 +14,848 7.12% Q4 2025 Feb 05, 2026
Beacon Pointe Advisors, LLC History Added to 214,788 20,424 0.14% 0.16% 57 +8,023 3.88% Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Added to 213,779 20,328 0.21% 0.19% 58 +11,966 5.93% Q4 2025 Jan 13, 2026
BLAIR WILLIAM & CO/IL History Added to 213,412 20,293 0.05% 0.05% 59 +2,344 1.11% Q4 2025 Feb 17, 2026
Stanich Group LLC History Added to 211,591 20,120 15.17% 11.43% 60 +10,858 5.41% Q4 2025 Jan 23, 2026
Forefront Analytics, LLC History Added to 211,190 20,082 17.73% 16.59% 61 +25,960 14.02% Q4 2025 Feb 17, 2026
Ellevest, Inc. History Added to 206,533 19,639 2.72% 2.69% 62 +4,113 2.03% Q4 2025 Feb 10, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 203,446 19,345 0.74% 0.72% 63 -498 -0.24% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 202,923 19,295 0.01% 0.01% 64 +20,488 11.23% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 193,280 18,378 0.1% 0.1% 65 +6,746 3.62% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 182,697 17,372 0.03% 0.03% 66 +3,063 1.71% Q4 2025 Feb 13, 2026
Windsor Capital Management, LLC History Reduced 180,988 17,210 4.75% 4.67% 67 -949 -0.52% Q4 2025 Jan 15, 2026
Financial Engines Advisors L.L.C. History Added to 159,690 15,184 0.03% 0.03% 68 +11,159 7.51% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Reduced 157,255 14,953 0.07% 0.07% 69 -4,104 -2.54% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 149,544 14,220 0.16% 0.16% 70 -2,802 -1.84% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 147,726 14,047 0.25% 0.01% 71 +144,565 4573.39% Q4 2025 Feb 06, 2026
Clarius Group, LLC History Reduced 140,693 13,378 0.76% 0.78% 72 -988 -0.7% Q4 2025 Jan 14, 2026
Shira Ridge Wealth Management History Added to 136,577 12,987 5.22% 5.14% 73 +6,247 4.79% Q4 2025 Jan 12, 2026
ALESCO ADVISORS LLC History Added to 132,544 12,603 0.33% 0.32% 74 +4,608 3.6% Q4 2025 Jan 28, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 131,301 12,485 0.04% 0.05% 75 -20,369 -13.43% Q4 2025 Feb 06, 2026
Fund Evaluation Group, LLC History Added to 131,274 12,482 0.41% 0.44% 76 +45 0.03% Q4 2025 Feb 11, 2026
Sand Hill Global Advisors, LLC History Added to 129,403 12,304 0.43% 0.41% 77 +3,372 2.68% Q4 2025 Feb 12, 2026
Wealth Architects, LLC History Added to 129,286 12,293 1.11% 1.03% 78 +11,832 10.07% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 128,700 12,238 0.03% 0.03% 79 +19,600 17.97% Q4 2025 Jan 26, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 126,772 12,054 0.0% 0.0% 80 -2,542 -1.97% Q4 2025 Feb 17, 2026
Litman Gregory Wealth Management LLC History Reduced 126,386 12,018 0.88% 0.89% 81 -2,312 -1.8% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 126,277 12,007 0.01% 0.01% 82 +1,608 1.29% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 125,295 11,914 0.01% 0.01% 83 +8,521 7.3% Q4 2025 Feb 17, 2026
Impact Investors, Inc History Added to 120,306 11,439 7.93% 6.09% 84 +20,868 20.99% Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Added to 118,638 11,281 0.09% 0.06% 85 +5,388 4.76% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 116,772 11,103 0.0% 0.0% 86 +1,389 1.2% Q4 2025 Feb 11, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 113,635 10,805 2.45% 2.62% 87 -2,415 -2.08% Q4 2025 Jan 26, 2026
Bank of New York Mellon Corp History Reduced 105,455 10,027 0.0% 0.0% 88 -124,591 -54.16% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 101,934 9,692 0.01% 0.01% 89 -4,743 -4.45% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 97,644 9,284 0.02% 0.01% 90 +19,292 24.62% Q4 2025 Mar 16, 2026
Advisory Services Network, LLC History Added to 93,853 8,924 0.13% 0.12% 91 +9,364 11.08% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 92,685 8,813 0.07% 0.08% 92 -10,859 -10.49% Q4 2025 Jan 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 92,276 8,774 0.23% 0.2% 93 +21,237 29.89% Q4 2025 Feb 02, 2026
Laurel Wealth Planning LLC History Reduced 91,706 8,720 4.83% 4.52% 94 -284 -0.31% Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History Reduced 89,864 8,545 0.06% 0.06% 95 -271 -0.3% Q4 2025 Jan 28, 2026
NewEdge Advisors, LLC History Added to 88,186 8,385 0.03% 0.04% 96 +3,382 3.99% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 82,659 7,860 0.01% 0.01% 97 +4,306 5.5% Q4 2025 Feb 11, 2026
Facet Wealth, Inc. History Added to 78,033 7,816 0.14% 0.15% 98 +638 0.82% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Added to 79,480 7,557 0.15% 0.17% 99 +351 0.44% Q4 2025 Jan 21, 2026
JNBA Financial Advisors History Added to 70,302 6,685 0.58% 0.56% 100 +4,296 6.51% Q4 2025 Jan 26, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History New 70,222 6,677 0.1% — 101 +70,222 New Q4 2025 Feb 17, 2026
Relyea Zuckerberg Hanson LLC History Added to 68,524 6,515 0.66% 0.65% 102 +2,139 3.22% Q4 2025 Jan 20, 2026
Mascoma Wealth Management LLC History Added to 67,656 6,433 1.38% 1.37% 103 +892 1.34% Q4 2025 Feb 04, 2026
OSAIC HOLDINGS, INC. History Reduced 67,013 6,374 0.01% 0.01% 104 -5,680 -7.81% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 66,051 6,280 0.05% 0.05% 105 +678 1.04% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History Reduced 65,551 6,233 0.12% 0.13% 106 -792 -1.19% Q4 2025 Feb 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 64,885 6,169 0.08% 0.12% 107 -25,644 -28.33% Q4 2025 Jan 30, 2026
NorthRock Partners, LLC History Added to 64,556 6,138 0.1% 0.03% 108 +44,985 229.86% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 64,288 6,113 0.0% 0.0% 109 -27,722 -30.13% Q4 2025 Feb 02, 2026
Accredited Investors Inc. History Added to 64,036 6,089 0.32% 0.32% 110 +1,543 2.47% Q4 2025 Feb 05, 2026
Quent Capital, LLC History Added to 63,379 6,026 0.43% 0.49% 111 +1,056 1.69% Q4 2025 Jan 29, 2026
One Capital Management, LLC History Added to 62,881 5,979 0.18% 0.11% 112 +25,573 68.55% Q4 2025 Feb 10, 2026
Xena Financial Planning, LLC History New 61,297 5,828 6.84% — 113 +61,297 New Q4 2025 Jan 15, 2026
Focus Partners Wealth History Added to 60,671 5,769 0.01% 0.01% 114 +17,659 41.06% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 59,757 5,682 0.07% 0.06% 115 +2,260 3.93% Q4 2025 Feb 02, 2026
Fisher Asset Management, LLC History Reduced 59,285 5,637 0.0% 0.0% 116 -5,179 -8.03% Q4 2025 Feb 09, 2026
RVW Wealth, LLC History Reduced 58,179 5,532 0.42% 0.43% 117 -687 -1.17% Q4 2025 Jan 12, 2026
Orgel Wealth Management, LLC History Reduced 57,918 5,507 0.12% 0.12% 118 -51 -0.09% Q4 2025 Jan 07, 2026
BSW Wealth Partners History Reduced 57,073 5,427 0.65% 0.67% 119 -373 -0.65% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Added to 56,621 5,384 0.02% 0.02% 120 +19,357 51.95% Q4 2025 Feb 13, 2026
WRAPMANAGER INC History Reduced 56,428 5,365 1.81% 1.96% 121 -12,182 -17.76% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Reduced 56,426 5,365 0.1% 0.1% 122 -249 -0.44% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 52,182 4,961 0.03% 0.03% 123 -2,521 -4.61% Q4 2025 Feb 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 52,095 4,953 0.07% 0.07% 124 +2,246 4.51% Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Added to 50,677 4,818 0.02% 0.02% 125 +4,112 8.83% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 49,608 4,716 0.02% 0.02% 126 +18,582 59.89% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Added to 48,549 4,616 0.27% 0.19% 127 +6,533 15.55% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 47,324 4,500 0.0% 0.0% 128 -2,530 -5.07% Q4 2025 Feb 13, 2026
Blue Edge Capital, LLC History Reduced 46,216 4,394 0.59% 0.63% 129 -1,701 -3.55% Q4 2025 Feb 12, 2026
Pitcairn Wealth Advisors LLC History New 45,549 4,331 0.39% — 130 +45,549 New Q4 2025 Feb 13, 2026
Balanced Rock Investment Advisors LLC History Added to 44,967 4,275 3.04% 2.91% 131 +2,203 5.15% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History Reduced 44,687 4,249 0.16% 0.22% 132 -20,229 -31.16% Q4 2025 Feb 17, 2026
Integris Wealth Management, LLC History Reduced 42,207 4,013 0.91% 0.96% 133 -347 -0.82% Q4 2025 Jan 21, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 42,148 4,007 0.56% 0.63% 134 -6,638 -13.61% Q4 2025 Jan 26, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 41,934 3,987 1.73% 1.63% 135 +1,501 3.71% Q4 2025 Jan 23, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 41,677 3,963 2.07% — 136 +41,677 New Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 41,483 3,944 0.02% 0.09% 137 -205,111 -83.18% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 41,259 3,923 0.07% 0.08% 138 +920 2.28% Q4 2025 Feb 19, 2026
Farther Finance Advisors, LLC History Added to 40,436 3,845 0.04% 0.02% 139 +28,373 235.21% Q4 2025 Jan 23, 2026
Veridan Wealth LLC History Added to 40,387 3,840 1.29% 1.27% 140 +744 1.88% Q4 2025 Feb 13, 2026
Midwest Financial Partners Investments, Inc. History New 39,399 3,746 2.08% — 141 +39,399 New Q4 2025 Feb 06, 2026
Keel Point, LLC History Added to 39,154 3,723 0.22% 0.22% 142 +715 1.86% Q4 2025 Feb 12, 2026
Heritage Wealth Advisors History Added to 38,609 3,671 0.14% 0.14% 143 +3,369 9.56% Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 38,564 3,667 0.33% 0.31% 144 +233 0.61% Q4 2025 Jan 30, 2026
Legacy Edge Advisors, LLC History New 38,311 3,642 0.4% — 145 +38,311 New Q4 2025 Feb 02, 2026
Brio Consultants, LLC History Added to 37,460 3,562 0.46% 0.45% 146 +2,118 5.99% Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History No change 37,002 3,518 0.19% 0.18% 147 0 0.0% Q4 2025 Feb 11, 2026
Decker Retirement Planning Inc. History Added to 36,397 3,460 1.72% 1.74% 148 +2,285 6.7% Q4 2025 Jan 26, 2026
SageView Advisory Group, LLC History Reduced 36,227 3,444 0.12% 0.12% 149 -309 -0.85% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History Reduced 35,973 3,420 0.84% 0.88% 150 -425 -1.17% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 35,685 3,393 0.01% 0.01% 151 +4,765 15.41% Q4 2025 Feb 17, 2026
HILLTOP WEALTH ADVISORS, LLC History Added to 35,641 3,389 1.7% 1.72% 152 +148 0.42% Q4 2025 Jan 14, 2026
Pine Haven Investment Counsel, Inc History Added to 35,636 3,388 2.41% 2.27% 153 +1,795 5.3% Q4 2025 Jan 08, 2026
Plancorp, LLC History Reduced 35,360 3,362 0.1% 0.11% 154 -674 -1.87% Q4 2025 Feb 05, 2026
BAILARD, INC. History Added to 35,286 3,355 0.07% 0.06% 155 +5,178 17.2% Q4 2025 Feb 04, 2026
GC Wealth Management RIA, LLC History Added to 34,675 3,297 0.12% 0.1% 156 +2,346 7.26% Q4 2025 Jan 30, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Reduced 34,636 3,293 2.12% 2.14% 157 -322 -0.92% Q4 2025 Jan 29, 2026
Vision Capital Management, Inc. History Added to 34,284 3,260 0.39% 0.37% 158 +1,604 4.91% Q4 2025 Jan 27, 2026
Sincerus Advisory, LLC History Added to 33,782 3,212 2.58% 2.6% 159 +1,091 3.34% Q4 2025 Jan 08, 2026
Aptus Capital Advisors, LLC History Reduced 33,464 3,182 0.02% 0.02% 160 -204 -0.61% Q4 2025 Feb 13, 2026
Midwest Trust Co History Reduced 33,460 3,181 0.04% 0.04% 161 -48 -0.14% Q4 2025 Feb 04, 2026
CRUX WEALTH ADVISORS History Reduced 33,404 3,176 1.18% 1.4% 162 -4,456 -11.77% Q4 2025 Jan 21, 2026
Baron Financial Group, LLC History Reduced 32,930 3,131 1.68% 1.68% 163 -145 -0.44% Q4 2025 Jan 09, 2026
WIT, LLC History New 32,336 3,074 0.06% — 164 +32,336 New Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Reduced 31,940 3,037 0.17% 0.17% 165 -3,016 -8.63% Q4 2025 Feb 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 31,778 3,021 0.54% 0.57% 166 -1,080 -3.29% Q4 2025 Feb 17, 2026
Hamrick Investment Counsel, llc History New 31,453 2,990 2.22% — 167 +31,453 New Q4 2025 Mar 31, 2026
Montis Financial, LLC History No change 31,429 2,988 0.59% 0.67% 168 0 0.0% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 31,167 2,964 0.01% 0.01% 169 -2,002 -6.04% Q4 2025 Feb 11, 2026
Freestone Capital Holdings, LLC History Added to 31,003 2,948 0.09% 0.08% 170 +1,260 4.24% Q4 2025 Jan 23, 2026
Neumann Capital Management, LLC History Added to 30,470 2,897 0.84% 0.72% 171 +4,090 15.5% Q4 2025 Jan 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 30,375 2,888 0.55% 0.58% 172 -31 -0.1% Q4 2025 Feb 09, 2026
One Wealth Advisors, LLC History Reduced 29,797 2,833 0.35% 0.37% 173 -1,641 -5.22% Q4 2025 Feb 02, 2026
WESBANCO BANK INC History Reduced 29,782 2,831 0.08% 0.08% 174 -262 -0.87% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History Added to 29,106 2,767 0.47% 0.46% 175 +10 0.03% Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History Reduced 28,930 2,751 0.02% 0.03% 176 -2,650 -8.39% Q4 2025 Jan 26, 2026
IMA Advisory Services, Inc. History Added to 28,883 2,746 0.26% 0.27% 177 +518 1.83% Q4 2025 Feb 11, 2026
Affiance Financial, LLC History Reduced 28,876 2,745 0.44% 0.49% 178 -362 -1.24% Q4 2025 Jan 21, 2026
eCIO, Inc. History Added to 28,827 2,741 1.28% 0.99% 179 +169 0.59% Q4 2025 Jan 20, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 28,333 2,694 0.06% 0.06% 180 +1,748 6.58% Q4 2025 Feb 03, 2026
Torren Management, LLC History New 28,146 2,676 1.37% — 181 +28,146 New Q4 2025 Jan 30, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 27,997 2,662 0.01% 0.01% 182 +4,776 20.57% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 27,643 2,628 0.07% 0.08% 183 -4,331 -13.55% Q4 2025 Feb 10, 2026
Wealth Advisory Team LLC History New 27,510 2,615 2.31% — 184 +27,510 New Q4 2025 Feb 05, 2026
Alaska Wealth Advisors, LLC History Added to 27,225 2,588 0.33% 0.29% 185 +3,032 12.53% Q4 2025 Feb 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 27,139 2,580 0.22% 0.21% 186 +1,458 5.68% Q4 2025 Feb 03, 2026
Brooklyn FI, LLC History Added to 26,936 2,561 0.55% 0.53% 187 +1,527 6.01% Q4 2025 Jan 21, 2026
RTD Financial Advisors, Inc. History Reduced 26,901 2,558 0.31% 0.31% 188 -1,012 -3.63% Q4 2025 Jan 27, 2026
WealthShield Partners, LLC History Added to 26,884 2,556 0.28% 0.27% 189 +1,112 4.31% Q4 2025 Feb 03, 2026
Diversified Trust Co History Reduced 26,822 2,550 0.05% 0.05% 190 -2,000 -6.94% Q4 2025 Jan 09, 2026
rebel Financial LLC History New 26,332 2,503 1.07% — 191 +26,332 New Q4 2025 Mar 27, 2026
CHOREO, LLC History Added to 26,126 2,495 0.03% 0.03% 192 +469 1.83% Q4 2025 Jan 23, 2026
Haverford Trust Co History Added to 25,929 2,465 0.02% 0.02% 193 +105 0.41% Q4 2025 Feb 13, 2026
Pioneer Wealth Management Group History Added to 25,862 2,459 0.75% 0.73% 194 +1,417 5.8% Q4 2025 Jan 12, 2026
FIRST HAWAIIAN BANK History No change 25,754 2,448 0.33% 0.31% 195 0 0.0% Q4 2025 Jan 05, 2026
TRUE BLUE FINANCIAL, LLC History New 25,539 2,428 2.0% — 196 +25,539 New Q4 2025 Feb 05, 2026
Cranbrook Wealth Management, LLC History Added to 25,516 2,426 0.48% 0.48% 197 +16 0.06% Q4 2025 Jan 28, 2026
TrueWealth Financial Partners History New 25,419 2,417 2.0% — 198 +25,419 New Q4 2025 Feb 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 25,378 2,413 0.11% 0.12% 199 -121 -0.47% Q4 2025 Jan 23, 2026
Sanctuary Advisors, LLC History Added to 25,372 2,412 0.01% 0.01% 200 +6,910 37.43% Q4 2025 Jan 29, 2026
TriaGen Wealth Management LLC History Added to 25,064 2,383 0.62% 0.61% 201 +16 0.06% Q4 2025 Jan 27, 2026
Charter Oak Capital Management, LLC History Reduced 24,973 2,374 0.18% 0.19% 202 -550 -2.15% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Added to 24,879 2,365 0.03% 0.03% 203 +2,201 9.71% Q4 2025 Jan 15, 2026
Centennial Bank/AR/ History Added to 24,100 2,291 0.91% 0.76% 204 +3,175 15.17% Q4 2025 Feb 17, 2026
Wingate Wealth Advisors, Inc. History Added to 23,870 2,269 1.27% 1.51% 205 +444 1.9% Q4 2025 Jan 28, 2026
CFM WEALTH PARTNERS LLC History Reduced 23,527 2,237 0.32% 0.32% 206 -525 -2.18% Q4 2025 Jan 27, 2026
Quadrature Capital Ltd History New 23,092 2,195 0.02% — 207 +23,092 New Q4 2025 Feb 17, 2026
BigSur Wealth Management LLC History No change 23,000 2,187 0.53% 0.52% 208 0 0.0% Q4 2025 Jan 27, 2026
OLIO Financial Planning History Added to 22,574 2,146 0.6% 0.59% 209 +955 4.42% Q4 2025 Jan 21, 2026
Long Run Wealth Advisors, LLC History Added to 22,456 2,135 0.4% 0.4% 210 +465 2.11% Q4 2025 Feb 02, 2026
GenTrust, LLC History Added to 20,532 1,952 0.08% 0.09% 211 +270 1.33% Q4 2025 Feb 02, 2026
First Financial Bank - Trust Division History No change 20,335 1,933 0.16% 0.16% 212 0 0.0% Q4 2025 Jan 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 20,312 1,931 0.02% 0.02% 213 +460 2.32% Q4 2025 Feb 09, 2026
BIRCHBROOK, INC. History Added to 19,985 1,900 0.95% 0.9% 214 +1,290 6.9% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 19,913 1,893 0.02% 0.03% 215 -10,876 -35.32% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 19,580 1,861 0.0% 0.0% 216 -60 -0.31% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 19,420 1,846 0.0% 0.0% 217 -3,061 -13.62% Q4 2025 Jan 23, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 19,327 1,836 0.0% 0.0% 218 +273 1.43% Q4 2025 Feb 10, 2026
Madrid Wealth Management, LLC History New 18,876 1,794 1.46% — 219 +18,876 New Q4 2025 Feb 02, 2026
Chicago Partners Investment Group LLC History Added to 18,117 1,793 0.04% 0.04% 220 +330 1.86% Q4 2025 Jan 28, 2026
Private Wealth Management Group, LLC History Added to 18,848 1,792 0.48% 0.46% 221 +733 4.05% Q4 2025 Jan 23, 2026
Values Added Financial LLC History Added to 18,775 1,785 0.75% 0.75% 222 +719 3.98% Q4 2025 Jan 16, 2026
Summit Wealth Group, LLC History Reduced 17,780 1,690 0.39% 0.41% 223 -286 -1.58% Q4 2025 Feb 06, 2026
Acropolis Investment Management, LLC History Added to 17,693 1,682 0.08% 0.08% 224 +820 4.86% Q4 2025 Jan 14, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 17,665 1,679 0.21% 0.2% 225 +1,324 8.1% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 17,608 1,674 0.01% 0.01% 226 +3,007 20.59% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 17,614 1,674 0.01% 0.01% 227 +490 2.86% Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Reduced 17,464 1,660 0.23% 0.28% 228 -1,995 -10.25% Q4 2025 Feb 09, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 17,460 1,660 0.59% 0.57% 229 +387 2.27% Q4 2025 Jan 09, 2026
Johnson Financial Group, LLC History Added to 17,190 1,634 0.1% 0.14% 230 +810 4.95% Q4 2025 Feb 10, 2026
CGN Advisors LLC History Added to 17,087 1,624 0.13% 0.13% 231 +374 2.24% Q4 2025 Jan 05, 2026
VICUS CAPITAL History Reduced 16,923 1,609 0.12% 0.15% 232 -3,767 -18.21% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Reduced 16,894 1,606 0.03% 0.03% 233 -50 -0.3% Q4 2025 Feb 11, 2026
Aureum Wealth Management, LLC History New 16,729 1,590 1.48% — 234 +16,729 New Q4 2025 Jan 28, 2026
Pure Financial Advisors, LLC History Added to 16,535 1,572 0.29% 0.02% 235 +2,055 14.19% Q4 2025 Mar 04, 2026
Birchwood Financial Partners, Inc. History New 16,514 1,570 1.56% — 236 +16,514 New Q4 2025 Feb 19, 2026
Richard P Slaughter Associates Inc History Added to 16,405 1,559 0.33% 0.32% 237 +252 1.56% Q4 2025 Jan 12, 2026
Portland Global Advisors LLC History No change 16,355 1,555 0.17% 0.17% 238 0 0.0% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Added to 16,305 1,550 0.01% 0.01% 239 +6,018 58.5% Q4 2025 Feb 03, 2026
Williams & Novak, LLC History Reduced 16,225 1,542 1.16% 1.17% 240 -120 -0.73% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 16,071 1,528 0.0% — 241 +16,071 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 15,915 1,513 0.01% 0.01% 242 -24 -0.15% Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Reduced 15,869 1,508 0.07% 0.07% 243 -748 -4.5% Q4 2025 Jan 22, 2026
WealthCollab, LLC History No change 15,817 1,504 0.62% 0.67% 244 0 0.0% Q4 2025 Jan 27, 2026
Weil Company, Inc. History Added to 15,649 1,488 0.34% 0.33% 245 +701 4.69% Q4 2025 Jan 14, 2026
Sage Advisory Services, Ltd.Co. History No change 15,369 1,461 0.8% 0.75% 246 0 0.0% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Reduced 15,236 1,448 0.03% 0.05% 247 -7,887 -34.11% Q4 2025 Feb 09, 2026
BROWN ADVISORY INC History Reduced 14,818 1,409 0.0% 0.0% 248 -1,919 -11.47% Q4 2025 Feb 13, 2026
RHS Financial, LLC History Reduced 14,817 1,408 0.69% 0.72% 249 -183 -1.22% Q4 2025 Jan 16, 2026
Savvy Advisors, Inc. History Added to 14,772 1,404 0.05% 0.03% 250 +7,292 97.49% Q4 2025 Jan 20, 2026
Capital Analysts, LLC History Added to 14,708 1,399 0.04% 0.04% 251 +253 1.75% Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Added to 14,704 1,398 0.04% 0.04% 252 +2,596 21.44% Q4 2025 Feb 19, 2026
Coastline Trust Co History Added to 14,695 1,397 0.13% 0.14% 253 +315 2.19% Q4 2025 Jan 05, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 14,382 1,367 0.24% 0.31% 254 -3,239 -18.38% Q4 2025 Jan 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 14,235 1,353 0.15% 0.15% 255 +118 0.84% Q4 2025 Jan 28, 2026
Wescott Financial Advisory Group, LLC History Added to 14,197 1,349 0.12% 0.11% 256 +1,132 8.66% Q4 2025 Feb 12, 2026
Falcon Wealth Planning History Reduced 14,145 1,345 0.11% 0.12% 257 -247 -1.72% Q4 2025 Feb 03, 2026
Schneider Downs Wealth Management Advisors, LP History No change 14,047 1,335 0.15% 0.15% 258 0 0.0% Q4 2025 Feb 12, 2026
A&I FINANCIAL SERVICES, LLC History Added to 14,036 1,334 0.63% 0.62% 259 +388 2.84% Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Reduced 13,748 1,307 0.04% 0.07% 261 -11,595 -45.75% Q4 2025 Jan 09, 2026
HUNTINGTON NATIONAL BANK History Added to 13,755 1,307 0.01% 0.01% 260 +1,306 10.49% Q4 2025 Feb 09, 2026
Omega Financial Group, LLC History Reduced 13,745 1,307 0.43% 0.43% 262 -368 -2.61% Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Reduced 13,602 1,293 0.1% 0.11% 263 -666 -4.67% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 13,541 1,287 0.01% 0.01% 264 -132 -0.97% Q4 2025 Jan 20, 2026
Aprio Wealth Management, LLC History Added to 13,374 1,271 0.07% 0.12% 265 +418 3.23% Q4 2025 Jan 29, 2026
NEPC LLC History Added to 13,340 1,268 0.03% 0.03% 266 +845 6.76% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 12,974 1,233 0.01% 0.01% 267 -836 -6.05% Q4 2025 Feb 12, 2026
HF Advisory Group, LLC History Added to 12,767 1,213 0.42% 0.43% 268 +267 2.14% Q4 2025 Jan 23, 2026
Argentarii, LLC History New 12,398 1,178 0.38% — 269 +12,398 New Q4 2025 Jan 13, 2026
Ipsen Advisor Group LLC History Reduced 12,353 1,174 0.83% 0.83% 270 -72 -0.58% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History Reduced 12,315 1,171 0.08% 0.08% 271 -73 -0.59% Q4 2025 Jan 26, 2026
Armbruster Capital Management, Inc. History Added to 12,192 1,159 0.19% 0.19% 272 +34 0.28% Q4 2025 Jan 23, 2026
Avise Financial Cooperative, Inc. History New 12,173 1,157 1.04% — 273 +12,173 New Q4 2025 Feb 11, 2026
Foster Group, Inc. History Added to 12,125 1,152 0.03% 0.02% 274 +4,280 54.56% Q4 2025 Jan 12, 2026
Carr Financial Group Corp History Added to 11,983 1,139 0.3% 0.3% 275 +220 1.87% Q4 2025 Jan 09, 2026
OneDigital Investment Advisors LLC History Reduced 11,831 1,125 0.01% 0.01% 276 -90 -0.75% Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History Reduced 11,767 1,118 0.11% 0.13% 277 -147 -1.23% Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Added to 11,720 1,114 0.05% 0.04% 278 +2,978 34.07% Q4 2025 Feb 05, 2026
Ryan Investment Management, Inc. History Reduced 11,657 1,108 0.61% 0.91% 279 -5,974 -33.88% Q4 2025 Jan 12, 2026
Perigon Wealth Management, LLC History Added to 11,561 1,099 0.02% 0.02% 280 +1,347 13.19% Q4 2025 Jan 16, 2026
Wealthcare Advisory Partners LLC History Reduced 11,338 1,078 0.02% 0.02% 281 -880 -7.2% Q4 2025 Jan 14, 2026
Werba Rubin Papier Wealth Management History Reduced 11,272 1,071 0.29% 0.19% 282 -1,427 -11.24% Q4 2025 Jan 27, 2026
RED REEF ADVISORS LLC History New 11,254 1,070 1.09% — 283 +11,254 New Q4 2025 Apr 08, 2026
Diversified Enterprises, LLC History Added to 11,190 1,064 0.06% 0.07% 284 +1 0.01% Q4 2025 Jan 28, 2026
Brewster Financial Planning LLC History Reduced 11,174 1,062 0.65% 0.66% 285 -197 -1.73% Q4 2025 Jan 14, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 10,863 1,032 0.49% 0.37% 286 +3,074 39.47% Q4 2025 Jan 29, 2026
1ST SOURCE BANK History No change 10,829 1,029 0.05% 0.05% 287 0 0.0% Q4 2025 Feb 05, 2026
HILL ISLAND FINANCIAL LLC History Added to 10,756 1,022 0.24% 0.24% 289 +294 2.81% Q4 2025 Jan 22, 2026
Ameraudi Asset Management, Inc. History No change 10,755 1,022 0.56% 0.6% 288 0 0.0% Q4 2025 Feb 11, 2026
XY Planning Network, Inc. History Added to 10,703 1,017 0.18% 0.29% 290 +1,034 10.69% Q4 2025 Jan 26, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 10,655 1,013 0.19% 0.19% 291 +61 0.58% Q4 2025 Jan 13, 2026
SigFig Wealth Management, LLC History Reduced 10,480 996 0.03% 0.03% 292 -847 -7.48% Q4 2025 Jan 16, 2026
QUADRANT CAPITAL GROUP LLC History No change 10,468 995 0.03% 0.03% 293 0 0.0% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Added to 10,449 994 0.0% 0.0% 294 +438 4.38% Q4 2025 Feb 10, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 10,400 988 0.31% 0.3% 295 +345 3.43% Q4 2025 Feb 12, 2026
Montecito Bank & Trust History Reduced 10,384 987 0.16% 0.44% 296 -20,118 -65.96% Q4 2025 Jan 09, 2026
Parcion Private Wealth LLC History New 10,309 980 0.06% — 297 +10,309 New Q4 2025 Jan 26, 2026
Bragg Financial Advisors, Inc History Added to 10,175 967 0.03% 0.03% 298 +25 0.25% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History Added to 10,161 966 0.04% 0.03% 299 +75 0.74% Q4 2025 Feb 02, 2026
ERn Financial, LLC History Reduced 10,142 964 0.18% 0.19% 300 -126 -1.23% Q4 2025 Jan 15, 2026
McAdam, LLC History Added to 10,109 961 0.04% 0.03% 301 +4,121 68.82% Q4 2025 Feb 13, 2026
Cambridge Financial Group, LLC History Added to 12,111 940 0.33% 0.34% 302 +636 5.54% Q4 2025 Jan 09, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 9,793 931 0.05% 0.05% 303 0 0.0% Q4 2025 Feb 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,757 927 0.04% 0.05% 304 +1,356 16.14% Q4 2025 Jan 28, 2026
Wealth Analytics Partners, LLC History New 9,630 915 0.36% — 305 +9,630 New Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Reduced 9,589 911 0.04% 0.06% 306 -2,889 -23.15% Q4 2025 Jan 12, 2026
COURIER CAPITAL LLC History Reduced 9,571 910 0.05% 0.05% 307 -160 -1.64% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 9,532 906 0.0% — 308 +9,532 New Q4 2025 Feb 13, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 9,518 905 0.19% 0.3% 309 +2 0.02% Q4 2025 Feb 12, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 9,438 897 0.14% 0.15% 310 -499 -5.02% Q4 2025 Jan 13, 2026
Horst & Graben Wealth Management LLC History Reduced 9,241 878 0.13% 0.14% 312 -492 -5.05% Q4 2025 Jan 27, 2026
Shepherd Financial Partners LLC History Reduced 9,236 878 0.08% 0.08% 311 -132 -1.41% Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 9,118 867 0.0% 0.01% 313 -489 -5.09% Q4 2025 Feb 11, 2026
Orin Green Financial, LLC History No change 9,070 862 0.34% 0.34% 314 0 0.0% Q4 2025 Feb 06, 2026
OKABENA INVESTMENT SERVICES INC History New 9,064 861 0.16% — 315 +9,064 New Q4 2025 Feb 13, 2026
Jordan Park Group LLC History Reduced 9,012 856 0.05% 0.05% 316 -297 -3.19% Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History New 8,822 838 0.02% — 317 +8,822 New Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Reduced 8,765 833 0.01% 0.02% 318 -16,343 -65.09% Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Added to 8,744 831 0.13% 0.13% 319 +22 0.25% Q4 2025 Feb 24, 2026
Valeo Financial Advisors, LLC History No change 8,653 822 0.02% 0.02% 320 0 0.0% Q4 2025 Feb 04, 2026
PDS Planning, Inc History Reduced 8,613 819 0.05% 0.06% 321 -309 -3.46% Q4 2025 Jan 26, 2026
Per Stirling Capital Management, LLC. History No change 8,609 818 0.09% 0.1% 322 0 0.0% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 8,551 813 0.02% 0.02% 323 -630 -6.86% Q4 2025 Feb 03, 2026
Birch Hill Investment Advisors LLC History Reduced 8,513 809 0.03% 0.03% 324 -122 -1.41% Q4 2025 Jan 27, 2026
Onyx Bridge Wealth Group LLC History Added to 8,439 802 0.09% 0.08% 325 +68 0.81% Q4 2025 Feb 18, 2026
Peak Financial Management, Inc. History Reduced 8,345 793 0.2% 0.21% 326 -52 -0.62% Q4 2025 Jan 23, 2026
Walkner Condon Financial Advisors LLC History Added to 8,285 787 0.11% 0.12% 327 +8 0.1% Q4 2025 Jan 21, 2026
Financial Planning Fort Collins, LLC History New 8,265 785 0.69% — 328 +8,265 New Q4 2025 Feb 18, 2026
Pathway Financial Advisors LLC History No change 7,969 776 0.1% 0.1% 329 0 0.0% Q4 2025 Jan 14, 2026
COMERICA BANK History Reduced 8,034 763 0.0% 0.0% 330 -1,439 -15.19% Q4 2025 Jan 29, 2026
Sharkey, Howes & Javer History Reduced 7,996 760 0.1% 0.11% 331 -1,137 -12.45% Q4 2025 Jan 13, 2026
ASPIRIANT, LLC History New 7,883 749 0.02% — 333 +7,883 New Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History No change 7,696 749 0.01% 0.01% 332 0 0.0% Q4 2025 Jan 26, 2026
BlueStem Wealth Partners, LLC History Added to 7,875 748 0.08% 0.07% 334 +1,102 16.27% Q4 2025 Feb 06, 2026
Level Financial Advisors History No change 7,843 745 0.2% 0.21% 335 0 0.0% Q4 2025 Jan 26, 2026
Symmetry Partners, LLC History Added to 7,490 712 0.04% 0.07% 336 +860 12.97% Q4 2025 Jan 27, 2026
Sharper & Granite LLC History Added to 7,474 710 0.25% 0.25% 337 +40 0.54% Q4 2025 Jan 27, 2026
Paulson Wealth Management Inc. History Added to 7,394 703 0.16% 0.15% 338 +772 11.66% Q4 2025 Feb 05, 2026
Argent Trust Co History No change 7,359 699 0.02% 0.02% 339 0 0.0% Q4 2025 Feb 10, 2026
VERITY Wealth Advisors History No change 7,335 697 0.43% 0.43% 340 0 0.0% Q4 2025 Jan 07, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 2,757 678 0.33% 0.12% 341 +181 7.03% Q4 2025 Jan 09, 2026
CWM, LLC History Added to 7,123 677 0.0% 0.0% 342 +214 3.1% Q4 2025 Jan 26, 2026
Waverly Advisors, LLC History Added to 7,112 676 0.01% 0.01% 343 +161 2.32% Q4 2025 Feb 17, 2026
Sonoma Allocations LLC History Added to 6,678 670 0.22% 0.11% 345 +3,307 98.1% Q4 2025 Feb 23, 2026
WT Wealth Management History Reduced 7,049 670 0.19% 0.2% 344 -388 -5.22% Q4 2025 Feb 02, 2026
Mill Creek Capital Advisors, LLC History Reduced 7,039 669 0.01% 0.01% 346 -708 -9.14% Q4 2025 Feb 13, 2026
Davis Wealth Advisors, LLC History New 7,000 665 0.55% — 347 +7,000 New Q4 2025 Feb 17, 2026
Aufman Associates Inc History Added to 6,911 657 0.34% 0.36% 348 +109 1.6% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Reduced 6,845 650 0.06% 0.06% 349 -435 -5.98% Q4 2025 Jan 26, 2026
Fort Point Capital Partners LLC History No change 6,577 646 0.07% 0.07% 350 0 0.0% Q4 2025 Feb 13, 2026
Addison Advisors LLC History Reduced 6,723 639 0.14% 0.15% 351 -83 -1.22% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 6,606 628 0.01% 0.01% 352 +571 9.46% Q4 2025 Feb 06, 2026
Farrell Financial LLC History Added to 6,607 628 0.37% 0.38% 353 +123 1.9% Q4 2025 Jan 12, 2026
Morton Brown Family Wealth, LLC History Reduced 6,602 627 0.17% 0.18% 354 -5 -0.08% Q4 2025 Jan 28, 2026
Bangor Savings Bank History Reduced 6,582 625 0.05% 0.05% 355 -9 -0.14% Q4 2025 Jan 16, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 6,542 622 0.04% — 356 +6,542 New Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 6,475 615 0.01% 0.01% 358 +1,361 26.61% Q4 2025 Feb 12, 2026
Capital Advantage, Inc. History Added to 6,468 615 0.08% 0.08% 359 +464 7.73% Q4 2025 Jan 07, 2026
SAGE FINANCIAL GROUP INC History Reduced 6,477 615 0.04% 0.04% 357 -351 -5.14% Q4 2025 Jan 27, 2026
RCS Financial Planning, LLC History New 6,342 603 0.26% — 360 +6,342 New Q4 2025 Jan 15, 2026
EFG International AG History New 6,333 602 0.01% — 362 +6,333 New Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 6,333 602 0.0% 0.0% 361 +3,750 145.18% Q4 2025 Jan 22, 2026
OpenArc Corporate Advisory, LLC History New 6,330 601 0.01% — 364 +6,330 New Q4 2025 Feb 13, 2026
Equita Financial Network, Inc. History Reduced 6,327 601 0.18% 0.21% 363 -446 -6.58% Q4 2025 Jan 29, 2026
Frisch Financial Group, Inc. History Added to 6,306 599 0.13% 0.13% 365 +77 1.24% Q4 2025 Feb 06, 2026
SCS Capital Management LLC History Added to 6,296 598 0.01% 0.01% 366 +81 1.3% Q4 2025 Feb 10, 2026
Diversify Advisory Services, LLC History Added to 6,047 595 0.02% 0.02% 367 +150 2.54% Q4 2025 Jan 23, 2026
CIBC Asset Management Inc History No change 6,245 593 0.0% 0.0% 368 0 0.0% Q4 2025 Feb 10, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 6,230 592 0.03% 0.03% 369 0 0.0% Q4 2025 Jan 30, 2026
Gerber Kawasaki Wealth & Investment Management History New 6,218 591 0.02% — 370 +6,218 New Q4 2025 Feb 13, 2026
Capasso Planning Partners LLC History Reduced 6,166 586 0.32% 0.38% 371 -490 -7.36% Q4 2025 Feb 17, 2026
CAPE ANN SAVINGS BANK History New 6,155 585 0.3% — 372 +6,155 New Q4 2025 Jan 28, 2026
LIBRA WEALTH LLC History No change 6,149 584 0.16% 0.17% 373 0 0.0% Q4 2025 Jan 28, 2026
ABLE Financial Group, LLC History Added to 6,135 583 0.12% 0.11% 374 +487 8.62% Q4 2025 Jan 23, 2026
Wealth Enhancement Trust Services, Inc. History New 6,104 580 0.07% — 375 +6,104 New Q4 2025 Jan 27, 2026
Aaron Wealth Advisors LLC History Reduced 6,053 575 0.03% 0.03% 376 -73 -1.19% Q4 2025 Jan 21, 2026
Shotwell Rutter Baer Inc History Reduced 5,934 575 0.35% 0.36% 377 -3 -0.05% Q4 2025 Jan 12, 2026
Affinity Capital Advisors, LLC History Added to 6,044 574 0.08% 0.09% 378 +10 0.17% Q4 2025 Jan 09, 2026
Great Diamond Partners, LLC History Reduced 6,028 573 0.11% 0.12% 381 -485 -7.45% Q4 2025 Feb 06, 2026
ASSOCIATED BANC-CORP History Added to 6,027 573 0.01% 0.01% 379 +355 6.26% Q4 2025 Feb 06, 2026
MATRIX ASSET ADVISORS INC/NY History No change 6,036 573 0.05% 0.05% 380 0 0.0% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 5,963 567 0.03% 0.02% 382 +272 4.78% Q4 2025 Jan 21, 2026
SkyView Investment Advisors, LLC History No change 5,943 565 0.07% 0.07% 383 0 0.0% Q4 2025 Feb 18, 2026
Bogart Wealth, LLC History Reduced 5,884 559 0.02% 0.02% 384 -127 -2.11% Q4 2025 Jan 30, 2026
Financially in Tune, LLC History New 5,860 557 0.52% — 385 +5,860 New Q4 2025 Feb 27, 2026
BANK OF MONTREAL /CAN/ History Reduced 5,839 555 0.0% 0.0% 386 -165 -2.75% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Added to 5,778 549 0.01% 0.01% 387 +534 10.18% Q4 2025 Feb 03, 2026
GTS SECURITIES LLC History Added to 5,770 548 0.02% 0.02% 388 +1,269 28.19% Q4 2025 Feb 13, 2026
World Investment Advisors History Reduced 5,744 546 0.01% 0.01% 389 -53 -0.91% Q4 2025 Mar 12, 2026
MOLLER WEALTH PARTNERS History No change 5,730 544 0.11% 0.11% 390 0 0.0% Q4 2025 Jan 08, 2026
BEACON FINANCIAL PLANNING, INC History Added to 5,714 543 0.26% 0.27% 391 +106 1.89% Q4 2025 Jan 22, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,703 542 0.01% 0.01% 392 -343 -5.67% Q4 2025 Jan 29, 2026
Ballentine Partners, LLC History No change 5,622 534 0.01% 0.01% 393 0 0.0% Q4 2025 Feb 03, 2026
SENTINEL TRUST CO LBA History Reduced 5,473 520 0.05% 0.06% 394 -448 -7.57% Q4 2025 Jan 29, 2026
Rehmann Capital Advisory Group History New 5,431 516 0.03% — 395 +5,431 New Q4 2025 Mar 04, 2026
Milestone Investment Advisors LLC History Added to 5,400 513 0.12% 0.12% 396 +1 0.02% Q4 2025 Feb 11, 2026
Frank, Rimerman Advisors LLC History No change 5,356 509 0.03% 0.03% 397 0 0.0% Q4 2025 Jan 15, 2026
SeaCrest Wealth Management, LLC History Reduced 5,239 508 0.05% 0.06% 398 -462 -8.1% Q4 2025 Jan 12, 2026
New England Private Wealth Advisors LLC History Added to 5,333 507 0.06% 0.06% 399 +348 6.98% Q4 2025 Feb 13, 2026
Fulcrum Capital LLC History Reduced 5,337 507 0.1% 0.1% 400 -130 -2.38% Q4 2025 Jan 15, 2026
Root Financial Partners, LLC History Reduced 5,322 506 0.03% 0.03% 401 -163 -2.97% Q4 2025 Feb 10, 2026
SNS Financial Group, LLC History Added to 5,296 503 0.04% 0.04% 403 +517 10.82% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 5,292 503 0.01% 0.01% 402 -31 -0.58% Q4 2025 Feb 05, 2026
Advisors Capital Management, LLC History New 5,208 495 0.01% — 404 +5,208 New Q4 2025 Jan 29, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 5,196 494 0.01% 0.01% 406 +18 0.35% Q4 2025 Feb 09, 2026
BLB&B Advisors, LLC History No change 5,200 494 0.02% 0.02% 405 0 0.0% Q4 2025 Jan 26, 2026
FIRST TRUST ADVISORS LP History Reduced 5,187 493 0.0% 0.0% 407 -65 -1.24% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Added to 5,172 491 0.0% 0.0% 408 +393 8.22% Q4 2025 Jan 29, 2026
Baker Avenue Asset Management, LP History Added to 5,172 491 0.01% 0.01% 409 +381 7.95% Q4 2025 Feb 10, 2026
Curtis Advisory Group, LLC History Reduced 5,163 490 0.1% 0.13% 410 -1,097 -17.52% Q4 2025 Jan 23, 2026
Bigelow Investment Advisors, LLC History No change 5,162 490 0.19% 0.19% 411 0 0.0% Q4 2025 Jan 28, 2026
Pathfinder Wealth Consulting, Inc. History New 5,143 489 0.31% — 413 +5,143 New Q4 2025 Feb 09, 2026
DDFG, Inc History Reduced 5,148 489 0.11% 0.11% 412 -43 -0.83% Q4 2025 Jan 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 5,109 486 0.01% 0.01% 414 +336 7.04% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History New 4,982 473 0.0% — 415 +4,982 New Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Reduced 4,950 470 0.02% 0.02% 416 -400 -7.48% Q4 2025 Jan 14, 2026
Morling Financial Advisors, LLC History Added to 4,873 463 0.15% 0.14% 417 +211 4.53% Q4 2025 Feb 06, 2026
Kelman-Lazarov, Inc. History Reduced 4,864 462 0.07% 0.07% 418 -11 -0.23% Q4 2025 Jan 26, 2026
AlphaCore Capital LLC History Added to 4,790 455 0.01% 0.01% 419 +1,922 67.02% Q4 2025 Feb 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 4,772 453 0.01% 0.01% 420 -299 -5.9% Q4 2025 Jan 07, 2026
RFG Advisory, LLC History Added to 4,748 451 0.01% 0.01% 421 +1,469 44.8% Q4 2025 Feb 03, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 4,741 450 0.06% 0.07% 422 -77 -1.6% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Reduced 4,708 447 0.01% 0.01% 423 -82 -1.71% Q4 2025 Jan 22, 2026
North Berkeley Wealth Management, LLC History Reduced 4,671 444 0.26% 0.35% 424 -58 -1.23% Q4 2025 Feb 10, 2026
APPLETON PARTNERS INC/MA History Added to 4,664 443 0.03% 0.03% 425 +15 0.32% Q4 2025 Jan 09, 2026
Krilogy Financial LLC History Reduced 4,418 440 0.01% 0.02% 426 -329 -6.93% Q4 2025 Jan 27, 2026
Fingerlakes Wealth Management, Inc. History Added to 4,635 440 0.28% 0.26% 428 +313 7.24% Q4 2025 Feb 05, 2026
TRUEFG, LLC History Added to 4,630 440 0.12% 0.12% 427 +46 1.0% Q4 2025 Jan 21, 2026
Compass Ion Advisors, LLC History No change 4,622 439 0.04% 0.04% 429 0 0.0% Q4 2025 Jan 29, 2026
Sage Mountain Advisors LLC History No change 4,597 437 0.02% 0.02% 430 0 0.0% Q4 2025 Jan 23, 2026
VILLERE ST DENIS J & CO LLC History No change 4,590 436 0.04% 0.04% 431 0 0.0% Q4 2025 Jan 28, 2026
Community Bank, N.A. History Reduced 4,518 429 0.05% 0.05% 432 -68 -1.48% Q4 2025 Feb 04, 2026
Sherman Asset Management, Inc. History Added to 4,427 420 0.36% 0.32% 433 +376 9.28% Q4 2025 Feb 05, 2026
Harbor Group, Inc. History Added to 4,414 419 0.06% 0.06% 434 +251 6.03% Q4 2025 Jan 12, 2026
Warren Street Wealth Advisors, LLC History Reduced 4,383 416 0.12% 0.22% 435 -3,498 -44.39% Q4 2025 Jan 29, 2026
Regal Investment Advisors LLC History Reduced 4,324 411 0.02% 0.03% 436 -599 -12.17% Q4 2025 Feb 17, 2026
Veracity Capital LLC History Added to 4,266 405 0.12% 0.12% 437 +123 2.97% Q4 2025 Jan 29, 2026
Darden Wealth Group Inc History No change 4,233 402 0.2% 0.21% 438 0 0.0% Q4 2025 Feb 09, 2026
Capital Management Associates, Inc History Added to 4,205 399 0.09% 0.08% 439 +1,000 31.2% Q4 2025 Jan 21, 2026
BARCLAYS PLC History New 4,111 390 0.0% — 440 +4,111 New Q4 2025 Feb 13, 2026
Advisory Alpha, LLC History Reduced 4,103 390 0.01% 0.02% 441 -2,691 -39.61% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Added to 4,088 388 0.0% 0.0% 443 +1,177 40.43% Q4 2025 Jan 29, 2026
CWC Advisors, LLC. History Added to 4,090 388 0.19% 0.19% 442 +3 0.07% Q4 2025 Jan 26, 2026
WARNER FINANCIAL, INC History Added to 4,070 387 0.13% 0.14% 445 +14 0.35% Q4 2025 Jan 21, 2026
Snowden Capital Advisors LLC History Added to 4,070 387 0.01% 0.01% 444 +10 0.25% Q4 2025 Feb 17, 2026
Farmers National Bank History New 4,040 384 0.09% — 446 +4,040 New Q4 2025 Mar 12, 2026
Hanson & Doremus Investment Management History No change 3,995 380 0.05% 0.05% 447 0 0.0% Q4 2025 Jan 20, 2026
Nautilus Advisors LLC History No change 4,000 380 0.25% 0.25% 448 0 0.0% Q4 2025 Jan 22, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 3,965 377 0.31% — 449 +3,965 New Q4 2025 Mar 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,892 370 0.01% 0.01% 450 +36 0.93% Q4 2025 Feb 06, 2026
Austin Private Wealth, LLC History Reduced 3,876 368 0.03% 0.03% 451 -711 -15.5% Q4 2025 Jan 20, 2026
Stephenson & Company, Inc. History Reduced 3,853 366 0.2% 0.21% 452 -65 -1.66% Q4 2025 Jan 27, 2026
Simmons Bank History Reduced 3,845 365 0.02% 0.02% 453 -109 -2.76% Q4 2025 Feb 05, 2026
Avior Wealth Management, LLC History Added to 3,821 363 0.01% 0.01% 454 +792 26.15% Q4 2025 Jan 06, 2026
WEALTH ALLIANCE, LLC History Reduced 3,809 362 0.04% 0.04% 455 -501 -11.62% Q4 2025 Feb 13, 2026
PECAUT & CO. History Added to 3,763 357 0.12% 0.11% 456 +221 6.24% Q4 2025 Feb 10, 2026
Financial Insights, Inc. History No change 3,761 357 0.12% 0.12% 457 0 0.0% Q4 2025 Mar 31, 2026
Focus Financial Network, Inc. History Added to 3,749 356 0.01% 0.01% 459 +82 2.24% Q4 2025 Jan 12, 2026
Opulen Financial Group LLC History Added to 3,747 356 0.26% 0.26% 460 +70 1.9% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Added to 3,745 356 0.04% 0.04% 458 +27 0.73% Q4 2025 Feb 11, 2026
Hilltop Partners LLC History Added to 3,735 355 0.09% 0.1% 463 +19 0.51% Q4 2025 Feb 10, 2026
Topel & Distasi Wealth Management, LLC History Reduced 3,742 355 0.17% 0.17% 462 -5 -0.13% Q4 2025 Feb 09, 2026
Wealth Dimensions Group, Ltd. History No change 3,739 355 0.07% 0.07% 461 0 0.0% Q4 2025 Feb 13, 2026
J. Mark Nickell & Co. History New 3,689 350 0.32% — 464 +3,689 New Q4 2025 Feb 13, 2026
O'Brien Wealth Partners LLC History No change 3,676 349 0.05% 0.05% 465 0 0.0% Q4 2025 Jan 22, 2026
Arkos Global Advisors History Reduced 3,656 348 0.04% 0.05% 467 -422 -10.35% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 3,666 348 0.01% 0.02% 468 +75 2.09% Q4 2025 Jan 28, 2026
Gemmer Asset Management LLC History Added to 3,661 348 0.03% 0.03% 466 +65 1.81% Q4 2025 Jan 23, 2026
Hughes Financial Services, LLC History Reduced 3,660 348 0.05% 0.06% 469 -19 -0.52% Q4 2025 Feb 11, 2026
True Link Financial Advisors, LLC History Reduced 3,656 347 0.02% 0.02% 470 -93 -2.48% Q4 2025 Jan 29, 2026
United Asset Strategies, Inc. History Reduced 3,566 339 0.03% 0.03% 471 -161 -4.32% Q4 2025 Jan 28, 2026
Empowered Funds, LLC History New 3,542 336 0.01% — 472 +3,542 New Q4 2025 Feb 18, 2026
Physician Wealth Advisors, Inc. History Added to 3,525 335 0.05% 0.05% 473 +1 0.03% Q4 2025 Jan 29, 2026
MOTIVE WEALTH ADVISORS History New 3,512 333 0.14% — 474 +3,512 New Q4 2025 Jan 15, 2026
Rede Wealth, LLC History New 3,484 331 0.12% — 475 +3,484 New Q4 2025 Jan 23, 2026
BridgePort Financial Solutions, LLC History Added to 3,454 328 0.09% 0.07% 476 +593 20.73% Q4 2025 Jan 16, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 3,410 324 0.03% 0.03% 477 0 0.0% Q4 2025 Jan 27, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History New 3,355 319 0.16% — 478 +3,355 New Q4 2025 Jan 30, 2026
TME FINANCIAL, INC. History Added to 3,339 317 0.22% 0.23% 479 +62 1.89% Q4 2025 Jan 27, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 3,307 314 0.02% 0.02% 480 +334 11.23% Q4 2025 Feb 11, 2026
Etesian Wealth Advisors, Inc. History Added to 3,303 314 0.1% 0.09% 481 +221 7.17% Q4 2025 Feb 11, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 3,274 311 0.0% 0.0% 482 -294 -8.24% Q4 2025 Feb 03, 2026
Silver Oak Advisory Group, Inc. History Added to 3,262 310 0.14% 0.13% 483 +60 1.87% Q4 2025 Feb 03, 2026
Keener Financial Planning LLC History Added to 3,244 308 0.13% 0.09% 484 +1,226 60.75% Q4 2025 Jan 23, 2026
Leverty Financial Group, LLC History Reduced 3,233 307 0.07% 0.08% 485 -115 -3.43% Q4 2025 Jan 09, 2026
XML Financial, LLC History New 3,221 306 0.02% — 486 +3,221 New Q4 2025 Feb 11, 2026
MOR Wealth Management, LLC History New 3,216 305 0.14% — 487 +3,216 New Q4 2025 Jan 15, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 3,178 302 0.11% 0.11% 488 -194 -5.75% Q4 2025 Feb 09, 2026
Avantax Planning Partners, Inc. History No change 3,146 299 0.01% 0.01% 489 0 0.0% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 3,116 296 0.0% 0.0% 490 +321 11.48% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 3,111 295 0.0% 0.0% 492 +91 3.01% Q4 2025 Feb 09, 2026
Abacus Planning Group, Inc. History Added to 3,108 295 0.04% 0.04% 491 +45 1.47% Q4 2025 Jan 16, 2026
Wealth Management Nebraska History No change 3,111 295 0.03% 0.03% 493 0 0.0% Q4 2025 Jan 28, 2026
Callan Family Office, LLC History Reduced 3,053 290 0.01% 0.01% 494 -33 -1.07% Q4 2025 Feb 12, 2026
Mission Creek Capital Partners, Inc. History No change 3,044 289 0.06% 0.06% 495 0 0.0% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 3,036 288 0.02% 0.01% 496 +211 7.47% Q4 2025 Jan 20, 2026
PW ADVISORS, LLC \ FL History New 3,026 287 0.23% — 499 +3,026 New Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History Added to 3,022 287 0.02% 0.02% 497 +244 8.78% Q4 2025 Feb 05, 2026
Rockbridge Investment Management, LCC History Added to 3,023 287 0.03% 0.03% 498 +32 1.07% Q4 2025 Feb 04, 2026
Keystone Financial Services History New 2,982 283 0.09% — 500 +2,982 New Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 2,968 282 0.0% 0.0% 501 -124 -4.01% Q4 2025 Feb 05, 2026
Investment Research Partners LLC History Reduced 2,965 281 0.12% 0.13% 502 -134 -4.32% Q4 2025 Feb 12, 2026
NWF Advisory Services Inc. History Reduced 2,947 280 0.03% 0.03% 503 -146 -4.72% Q4 2025 Mar 03, 2026
Tortoise Investment Management, LLC History Added to 2,941 279 0.02% 0.01% 504 +1,705 137.94% Q4 2025 Feb 06, 2026
Talisman Wealth Advisors LLC History Added to 2,928 279 0.22% 0.19% 505 +418 16.65% Q4 2025 Feb 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 2,925 278 0.0% 0.0% 506 +229 8.49% Q4 2025 Jan 29, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 2,928 278 0.03% 0.03% 507 +69 2.41% Q4 2025 Jan 07, 2026
Round Rock Advisors LLC History No change 2,917 277 0.04% 0.04% 508 0 0.0% Q4 2025 Apr 07, 2026
APS Management Group, Inc. History Added to 2,903 276 0.24% 0.24% 509 +34 1.19% Q4 2025 Jan 28, 2026
RENAISSANCE TECHNOLOGIES LLC History New 2,900 275 0.0% — 510 +2,900 New Q4 2025 Feb 12, 2026
ARQ WEALTH ADVISORS, LLC History Added to 2,892 275 0.07% 0.08% 511 +20 0.7% Q4 2025 Feb 09, 2026
Crusonia Wealth Advisors LLC History New 2,879 273 0.06% — 513 +2,879 New Q4 2025 Feb 18, 2026
SIGNATUREFD, LLC History Added to 2,880 273 0.0% 0.0% 512 +147 5.38% Q4 2025 Jan 20, 2026
Nadler Financial Group, Inc. History New 2,855 271 0.03% — 514 +2,855 New Q4 2025 Jan 28, 2026
Connecticut Wealth Management, LLC History Reduced 2,843 270 0.01% 0.01% 515 -519 -15.44% Q4 2025 Feb 12, 2026
Shum Financial Group, Inc. History Added to 2,843 270 0.19% 0.17% 516 +413 17.0% Q4 2025 Jan 15, 2026
JGP Wealth Management, LLC History New 2,792 265 0.03% — 517 +2,792 New Q4 2025 Jan 12, 2026
DWR WEALTH MANAGEMENT, LLC History New 2,757 263 0.24% — 519 +2,757 New Q4 2025 Mar 31, 2026
JSF Financial, LLC History Reduced 2,767 263 0.05% 0.06% 518 -95 -3.32% Q4 2025 Feb 04, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 2,760 262 0.13% 0.12% 520 +88 3.29% Q4 2025 Jan 14, 2026
NewEdge Wealth, LLC History Added to 2,760 262 0.0% 0.0% 521 +64 2.37% Q4 2025 Feb 03, 2026
WBH ADVISORY INC History Reduced 2,751 261 0.02% 0.02% 522 -117 -4.08% Q4 2025 Jan 26, 2026
Founders Financial Alliance, LLC History No change 2,750 261 0.05% 0.05% 523 0 0.0% Q4 2025 Feb 12, 2026
CWS Financial Advisors, LLC History Added to 2,726 259 0.07% 0.07% 524 +54 2.02% Q4 2025 Feb 06, 2026
Vested Financial Planning, LLC History No change 2,731 259 0.2% 0.21% 525 0 0.0% Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History Added to 2,712 257 0.01% 0.01% 526 +9 0.33% Q4 2025 Jan 16, 2026
Spectrum Financial Alliance Ltd LLC History New 2,700 256 0.05% — 527 +2,700 New Q4 2025 Jan 30, 2026
NATURAL INVESTMENTS, LLC History New 2,694 256 0.06% — 528 +2,694 New Q4 2025 Jan 23, 2026
Sachetta, LLC History Reduced 2,695 256 0.14% 0.1% 529 -162 -5.67% Q4 2025 Feb 02, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 2,692 255 0.11% 0.14% 530 -599 -18.2% Q4 2025 Feb 18, 2026
Abundance Wealth Counselors History New 2,630 250 0.04% — 531 +2,630 New Q4 2025 Jan 26, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History New 2,627 249 0.02% — 532 +2,627 New Q4 2025 Feb 17, 2026
SmartHarvest Portfolios, LLC History New 2,601 247 0.09% — 534 +2,601 New Q4 2025 Feb 12, 2026
Stonebridge Financial Group, LLC History Reduced 2,600 247 0.02% 0.02% 533 -26 -0.99% Q4 2025 Jan 21, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 2,518 246 0.01% — 535 +2,518 New Q4 2025 Feb 03, 2026
LifePlan Investment Advisors, Inc. History Added to 2,559 243 0.1% 0.09% 537 +216 9.22% Q4 2025 Feb 09, 2026
Busey Bank History No change 2,560 243 0.01% 0.01% 536 0 0.0% Q4 2025 Jan 27, 2026
Fifth Third Wealth Advisors LLC History Added to 2,548 242 0.01% 0.01% 538 +393 18.24% Q4 2025 Jan 15, 2026
WELCH & FORBES LLC History Reduced 2,538 241 0.0% 0.0% 539 -67 -2.57% Q4 2025 Feb 10, 2026
WealthSpring Partners, LLC History New 2,528 240 0.25% — 540 +2,528 New Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 2,520 239 0.0% 0.0% 541 +21 0.84% Q4 2025 Feb 13, 2026
StoneX Group Inc. History New 2,496 237 0.01% — 542 +2,496 New Q4 2025 Feb 12, 2026
Financial Council, LLC History Added to 2,499 237 0.09% 0.1% 543 +29 1.17% Q4 2025 Feb 05, 2026
COMMERCE BANK History Added to 2,486 236 0.0% 0.0% 544 +160 6.88% Q4 2025 Feb 13, 2026
Fairway Financial, LLC History Added to 2,467 234 0.18% 0.18% 545 +32 1.31% Q4 2025 Feb 04, 2026
Columbia Bank History No change 2,469 234 0.07% 0.06% 546 0 0.0% Q4 2025 Feb 13, 2026
Essex Bank History New 2,458 233 0.05% — 547 +2,458 New Q4 2025 Feb 02, 2026
Centurion Wealth Management LLC History Added to 2,408 228 0.05% 0.05% 549 +103 4.47% Q4 2025 Jan 14, 2026
MA Private Wealth History Reduced 2,404 228 0.04% 0.04% 548 -15 -0.62% Q4 2025 Feb 03, 2026
AE Wealth Management LLC History Added to 2,393 227 0.0% 0.0% 550 +983 69.72% Q4 2025 Jan 26, 2026
Stewardship Advisors, LLC History Added to 2,380 226 0.05% 0.05% 551 +40 1.71% Q4 2025 Jan 15, 2026
COREPATH WEALTH PARTNERS LLC History Added to 2,289 225 0.15% 0.16% 552 +14 0.62% Q4 2025 Jan 15, 2026
NorthCrest Asset Manangement, LLC History New 2,306 224 0.0% — 553 +2,306 New Q4 2025 Jan 08, 2026
BayBridge Capital Group, LLC History Reduced 2,359 224 0.14% 0.14% 554 -5 -0.21% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History New 2,334 222 0.0% — 555 +2,334 New Q4 2025 Feb 09, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 2,330 221 0.05% 0.05% 556 0 0.0% Q4 2025 Jan 08, 2026
Midway Capital Research & Management History New 2,321 220 0.21% — 557 +2,321 New Q4 2025 Mar 03, 2026
Old Peak Finance LLC History New 2,299 218 0.13% — 558 +2,299 New Q4 2025 Feb 10, 2026
Emergent Wealth Advisors, LLC History Added to 2,278 216 0.12% 0.12% 559 +6 0.26% Q4 2025 Jan 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History New 2,271 215 0.06% — 560 +2,271 New Q4 2025 Feb 11, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 2,266 215 0.14% 0.13% 561 +16 0.71% Q4 2025 Feb 10, 2026
Maia Wealth LLC History Reduced 2,089 214 0.04% 0.04% 562 -529 -20.21% Q4 2025 Feb 17, 2026
Liberty Atlantic Advisors LLC History New 2,241 213 0.21% — 563 +2,241 New Q4 2025 Feb 03, 2026
Financial Futures Ltd Liability Co. History New 2,237 212 0.1% — 565 +2,237 New Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,178 212 0.0% 0.0% 564 0 0.0% Q4 2025 Jan 26, 2026
TPG Financial Advisors, LLC History New 2,229 211 0.07% — 566 +2,229 New Q4 2025 Feb 06, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 2,226 211 0.02% 0.02% 567 +22 1.0% Q4 2025 Jan 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 2,216 210 0.01% — 569 +2,216 New Q4 2025 Jan 26, 2026
SWEENEY & MICHEL, LLC History New 2,032 210 0.06% — 570 +2,032 New Q4 2025 Feb 13, 2026
Pekin Hardy Strauss, Inc. History No change 2,210 210 0.02% 0.02% 568 0 0.0% Q4 2025 Jan 30, 2026
Revolve Wealth Partners, LLC History Reduced 2,198 208 0.02% 0.02% 572 -35 -1.57% Q4 2025 Jan 20, 2026
ETF Portfolio Partners, Inc. History Added to 2,196 208 0.05% 0.05% 571 +14 0.64% Q4 2025 Jan 20, 2026
EQ LLC History New 2,167 206 0.06% — 573 +2,167 New Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Added to 2,062 206 0.03% 0.03% 574 +62 3.1% Q4 2025 Feb 02, 2026
PFG Investments, LLC History Reduced 2,164 205 0.01% 0.01% 575 -393 -15.37% Q4 2025 Jan 26, 2026
Armstrong, Fleming & Moore, Inc History Added to 2,165 205 0.09% 0.1% 576 +14 0.65% Q4 2025 Jan 16, 2026
Sowell Financial Services LLC History New 2,132 202 0.01% — 577 +2,132 New Q4 2025 Jan 21, 2026
Hoxton Planning & Management, LLC History New 2,122 201 0.06% — 578 +2,122 New Q4 2025 Feb 11, 2026
Eaton Financial Holdings Company, LLC History New 2,121 201 0.05% — 579 +2,121 New Q4 2025 Feb 09, 2026
Team Hewins, LLC History New 2,111 200 0.06% — 580 +2,111 New Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 2,110 200 0.0% 0.0% 581 +400 23.39% Q4 2025 Jan 22, 2026
MOTCO History No change 2,091 198 0.02% 0.02% 582 0 0.0% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History Reduced 2,073 197 0.06% 0.06% 583 -50 -2.36% Q4 2025 Feb 12, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 1,974 187 0.01% 0.02% 584 -782 -28.37% Q4 2025 Feb 12, 2026
WPG Advisers, LLC History No change 1,974 187 0.14% 0.14% 585 0 0.0% Q4 2025 Jan 28, 2026
Clarity Asset Management, Inc. History Reduced 1,962 186 0.1% 0.14% 586 -757 -27.84% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 1,907 181 0.01% 0.0% 587 +1,832 2442.67% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History No change 1,893 180 0.01% 0.01% 588 0 0.0% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 1,880 178 0.0% — 589 +1,880 New Q4 2025 Feb 17, 2026
Horizons Wealth Management History No change 1,873 178 0.12% 0.12% 590 0 0.0% Q4 2025 Jan 05, 2026
Johnson Financial Group, Inc. History Reduced 1,867 177 0.01% 0.01% 591 -191 -9.28% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 1,845 176 0.01% 0.01% 593 +608 49.15% Q4 2025 Feb 13, 2026
Gould Capital, LLC History Added to 1,857 176 0.11% 0.1% 592 +100 5.69% Q4 2025 Feb 13, 2026
Finley Financial, LLC History No change 1,830 174 0.08% 0.08% 594 0 0.0% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 1,760 167 0.01% 0.01% 595 -196 -10.02% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 1,717 163 0.0% — 596 +1,717 New Q4 2025 Feb 05, 2026
Covestor Ltd History Added to 1,683 160 0.08% 0.08% 597 +94 5.92% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History Reduced 1,676 159 0.05% 0.05% 598 -21 -1.24% Q4 2025 Jan 13, 2026
Legacy Wealth Managment, LLC/ID History New 1,552 147 0.07% — 600 +1,552 New Q4 2025 Feb 03, 2026
Atlantic Union Bankshares Corp History Added to 1,556 147 0.0% 0.0% 599 +1,118 255.25% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History Added to 1,511 143 0.0% 0.0% 601 +100 7.09% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Added to 1,452 138 0.0% 0.0% 602 +191 15.15% Q4 2025 Jan 13, 2026
Rice Partnership, LLC History Added to 1,196 113 0.02% 0.01% 603 +337 39.23% Q4 2025 Feb 10, 2026
Gen-Wealth Partners Inc History Reduced 1,156 109 0.03% 0.04% 604 -151 -11.55% Q4 2025 Feb 13, 2026
EQ WEALTH ADVISORS, LLC History New 1,125 106 0.06% — 605 +1,125 New Q4 2025 Feb 02, 2026
Fort Vancouver Investment Management, LLC History No change 1,090 103 0.06% 0.06% 606 0 0.0% Q4 2025 Feb 06, 2026
Westend Capital Management, LLC History No change 1,075 102 0.03% 0.03% 607 0 0.0% Q4 2025 Jan 15, 2026
TD Waterhouse Canada Inc. History Reduced 1,037 98 0.0% 0.0% 608 -23 -2.17% Q4 2025 Jan 27, 2026
Concord Wealth Partners History Reduced 1,019 96 0.01% 0.02% 609 -920 -47.45% Q4 2025 Jan 29, 2026
Trust Co History No change 996 94 0.01% 0.01% 610 0 0.0% Q4 2025 Jan 15, 2026
Key FInancial Inc History Added to 937 89 0.02% 0.02% 611 +39 4.34% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History No change 929 88 0.05% 0.05% 612 0 0.0% Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 878 83 0.04% 0.03% 613 +225 34.46% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Reduced 850 80 0.01% 0.01% 615 -22 -2.52% Q4 2025 Jan 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 843 80 0.01% 0.01% 614 0 0.0% Q4 2025 Jan 26, 2026
AMERICAN NATIONAL BANK & TRUST History No change 800 76 0.01% 0.01% 616 0 0.0% Q4 2025 Jan 20, 2026
Financial Gravity Asset Management, Inc. History Reduced 789 75 0.01% 0.01% 617 -20 -2.47% Q4 2025 Feb 13, 2026
4Thought Financial Group Inc. History Added to 795 75 0.04% 0.04% 618 +15 1.92% Q4 2025 Jan 29, 2026
BFSG, LLC History No change 783 74 0.01% 0.01% 619 0 0.0% Q4 2025 Jan 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 784 74 0.0% 0.0% 620 0 0.0% Q4 2025 Feb 17, 2026
Financial Network Wealth Advisors LLC History Reduced 769 73 0.08% 0.12% 622 -435 -36.13% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 774 73 0.0% 0.0% 621 -263 -25.36% Q4 2025 Feb 17, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 772 73 0.05% 0.06% 623 0 0.0% Q4 2025 Feb 10, 2026
Pacifica Partners Inc. History No change 750 72 0.03% 0.03% 624 0 0.0% Q4 2025 Jan 09, 2026
IAG Wealth Partners, LLC History No change 765 72 0.01% 0.01% 625 0 0.0% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History New 755 71 0.0% — 626 +755 New Q4 2025 Jan 27, 2026
CIBC Private Wealth Group LLC History Added to 749 71 0.0% 0.0% 627 +182 32.1% Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 710 67 0.01% — 629 +710 New Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History No change 707 67 0.02% 0.06% 628 0 0.0% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 697 66 0.0% 0.01% 630 -1,373 -66.33% Q4 2025 Feb 11, 2026
Redwood Park Advisors LLC History Added to 700 66 0.04% 0.03% 631 +222 46.44% Q4 2025 Feb 17, 2026
Your Advocates Ltd., LLP History Added to 688 65 0.02% 0.02% 632 +11 1.62% Q4 2025 Feb 02, 2026
Archer Investment Corp History Added to 684 65 0.01% 0.01% 633 +1 0.15% Q4 2025 Jan 30, 2026
DT Investment Partners, LLC History New 670 63 0.01% — 634 +670 New Q4 2025 Feb 10, 2026
Ancora Advisors LLC History No change 657 62 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 673 62 0.02% 0.02% 636 0 0.0% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History No change 647 61 0.04% 0.04% 637 0 0.0% Q4 2025 Mar 12, 2026
Evolution Advisers, Inc. History No change 650 61 0.03% 0.03% 638 0 0.0% Q4 2025 Jan 23, 2026
Smithfield Trust Co History Added to 643 60 0.0% 0.0% 639 +135 26.57% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Reduced 636 60 0.0% 0.0% 640 -81 -11.3% Q4 2025 Jan 28, 2026
Investors Research Corp History Reduced 589 56 0.01% 0.02% 641 -548 -48.2% Q4 2025 Jan 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 593 56 0.02% 0.01% 642 +415 233.15% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History No change 568 54 0.0% 0.0% 643 0 0.0% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 556 53 0.0% 0.0% 644 +502 929.63% Q4 2025 Feb 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 566 53 0.01% 0.01% 645 0 0.0% Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History Reduced 549 52 0.0% 0.0% 646 -20 -3.51% Q4 2025 Feb 18, 2026
Center for Financial Planning, Inc. History No change 549 52 0.01% 0.01% 647 0 0.0% Q4 2025 Feb 05, 2026
Larson Financial Group LLC History Reduced 499 47 0.0% 0.0% 648 -54 -9.76% Q4 2025 Feb 06, 2026
Rialto Wealth Management, LLC History Reduced 501 47 0.01% 0.01% 649 -52 -9.4% Q4 2025 Jan 12, 2026
JFS WEALTH ADVISORS, LLC History Reduced 493 46 0.0% 0.0% 650 -66 -11.81% Q4 2025 Jan 14, 2026
AMERIFLEX GROUP, INC. History Reduced 465 44 0.02% 0.03% 651 -457 -49.57% Q4 2025 Feb 18, 2026
GAMMA Investing LLC History New 428 40 0.0% — 652 +428 New Q4 2025 Jan 05, 2026
BLUELINE ADVISORS LLC History New 428 40 0.03% — 653 +428 New Q4 2025 Feb 10, 2026
Arax Advisory Partners History New 400 38 0.0% — 655 +400 New Q4 2025 Feb 13, 2026
TD Capital Management LLC History Added to 405 38 0.0% 0.0% 654 +8 2.02% Q4 2025 Feb 26, 2026
NBT BANK N A /NY History No change 377 35 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History Added to 359 34 0.0% 0.0% 658 +7 1.99% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Added to 361 34 0.0% 0.0% 657 +6 1.69% Q4 2025 Jan 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 353 33 0.0% 0.0% 659 0 0.0% Q4 2025 Jan 07, 2026
Winthrop Capital Management, LLC History No change 323 31 0.01% 0.01% 660 0 0.0% Q4 2025 Feb 10, 2026
Scarborough Advisors, LLC History Reduced 322 30 0.01% 0.01% 661 -63 -16.36% Q4 2025 Feb 17, 2026
Creative Capital Management Investments LLC History No change 321 30 0.01% 0.01% 662 0 0.0% Q4 2025 Jan 23, 2026
North Ridge Wealth Advisors, Inc. History No change 325 30 0.02% 0.02% 663 0 0.0% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 299 28 0.01% — 664 +299 New Q4 2025 Feb 12, 2026
Coston, McIsaac & Partners History Added to 298 28 0.01% 0.01% 666 +6 2.05% Q4 2025 Feb 03, 2026
Rossmore Private Capital History No change 300 28 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 05, 2026
HM PAYSON & CO History Reduced 260 24 0.0% 0.0% 667 -10 -3.7% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 248 23 0.0% 0.0% 668 +69 38.55% Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Added to 239 22 0.02% 0.02% 670 +5 2.14% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History No change 237 22 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 29, 2026
Longview Financial Advisors LLC History No change 222 21 0.01% 0.01% 671 0 0.0% Q4 2025 Jan 14, 2026
Crewe Advisors LLC History No change 216 20 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 16, 2026
CVA Family Office, LLC History No change 219 20 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 12, 2026
Investors Portfolio Services LLC History New 208 19 0.02% — 674 +208 New Q4 2025 Feb 09, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 188 18 0.0% 0.0% 675 +170 944.44% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 185 17 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 11, 2026
CX Institutional History Added to 158 15 0.0% 0.0% 678 +3 1.94% Q4 2025 Feb 02, 2026
United Financial Planning Group LLC History Added to 166 15 0.01% 0.01% 680 +3 1.84% Q4 2025 Feb 11, 2026
BOKF, NA History No change 160 15 0.0% 0.0% 677 0 0.0% Q4 2025 Feb 03, 2026
Copia Wealth Management History No change 164 15 0.01% 0.01% 679 0 0.0% Q4 2025 Feb 06, 2026
DEUTSCHE BANK AG\ History Reduced 150 14 0.0% 0.0% 681 -3,000 -95.24% Q4 2025 Feb 11, 2026
Strategic Wealth Advisors LLC History New 149 14 0.01% — 683 +149 New Q4 2025 Feb 03, 2026
Integrity Financial Corp /WA History New 148 14 0.01% — 682 +148 New Q4 2025 Feb 13, 2026
Centerpoint Advisors, LLC History Added to 136 13 0.0% 0.0% 684 +12 9.68% Q4 2025 Feb 13, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 147 13 0.01% 0.01% 685 0 0.0% Q4 2025 Jan 26, 2026
Key Capital Management, INC History New 134 12 0.01% — 687 +134 New Q4 2025 Jan 26, 2026
Abound Wealth Management History Added to 133 12 0.0% 0.0% 686 +62 87.32% Q4 2025 Jan 12, 2026
Godfrey Financial Associates, Inc. History New 126 11 0.01% — 688 +126 New Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History New 100 9 0.0% — 689 +100 New Q4 2025 Jan 07, 2026
Signature Resources Capital Management, LLC History No change 99 9 0.0% 0.0% 690 0 0.0% Q4 2025 Jan 21, 2026
OAK HARBOR WEALTH PARTNERS, LLC History New 85 8 0.0% — 691 +85 New Q4 2025 Feb 02, 2026
Cherry Tree Wealth Management, LLC History No change 89 8 0.0% 0.0% 692 0 0.0% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Reduced 74 7 0.0% 0.0% 694 -92 -55.42% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History New 79 7 0.0% — 695 +79 New Q4 2025 Jan 16, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 74 7 0.0% 0.0% 693 0 0.0% Q4 2025 Feb 10, 2026
Camelot Portfolios, LLC History New 71 6 0.0% — 696 +71 New Q4 2025 Jan 29, 2026
Founders Capital Management History No change 73 6 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 15, 2026
Front Row Advisors LLC History No change 66 6 0.0% 0.0% 698 0 0.0% Q4 2025 Feb 12, 2026
Commonwealth Retirement Investments LLC History New 63 5 0.0% — 701 +63 New Q4 2025 Feb 11, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 58 5 0.0% 0.0% 699 +1 1.75% Q4 2025 Jan 20, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 55 5 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 22, 2026
Provenance Wealth Advisors, LLC History No change 52 4 0.0% 0.0% 702 0 0.0% Q4 2025 Jan 26, 2026
Lodestone Wealth Management LLC History New 40 3 0.0% — 705 +40 New Q4 2025 Jan 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 34 3 0.0% — 703 +34 New Q4 2025 Feb 03, 2026
SBI Securities Co., Ltd. History No change 40 3 0.0% 0.0% 704 0 0.0% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History Added to 27 2 0.0% 0.0% 707 +10 58.82% Q4 2025 Feb 20, 2026
BARRETT & COMPANY, INC. History No change 27 2 0.0% 0.0% 706 0 0.0% Q4 2025 Jan 28, 2026
Hilton Head Capital Partners, LLC History New 11 1 0.0% — 709 +11 New Q4 2025 Feb 11, 2026
Millstone Evans Group, LLC History No change 21 1 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 02, 2026
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 — 0.07% — -273,436 -100.0% Q3 2025 Nov 13, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -13,511 -100.0% Q3 2025 Nov 10, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -11,420 -100.0% Q3 2025 Oct 14, 2025
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -7,108 -100.0% Q3 2025 Oct 15, 2025
Metis Global Partners, LLC History Closed out 0 0 — 0.01% — -3,300 -100.0% Q3 2025 Nov 06, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -3,181 -100.0% Q3 2025 Nov 05, 2025
Tarbox Family Office, Inc. History Closed out 0 0 — 0.04% — -3,149 -100.0% Q3 2025 Oct 24, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.03% — -2,873 -100.0% Q3 2025 Nov 03, 2025
LongView Asset Management LLC History Closed out 0 0 — 0.16% — -2,542 -100.0% Q3 2025 Nov 10, 2025
Auxano Advisors, LLC History Closed out 0 0 — 0.05% — -2,472 -100.0% Q3 2025 Nov 05, 2025
Aries Wealth Management History Closed out 0 0 — 0.05% — -2,422 -100.0% Q3 2025 Nov 10, 2025
Valmark Advisers, Inc. History Closed out 0 0 — 0.0% — -2,308 -100.0% Q3 2025 Oct 24, 2025
WEALTHGARDEN F.S. LLC History Closed out 0 0 — 0.14% — -2,117 -100.0% Q3 2025 Nov 04, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -1,538 -100.0% Q3 2025 Nov 12, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.05% — -1,096 -100.0% Q3 2025 Jan 12, 2026
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.01% — -275 -100.0% Q3 2025 Nov 05, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -145 -100.0% Q3 2025 Nov 03, 2025
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -107 -100.0% Q3 2025 Nov 14, 2025
RESOURCES MANAGEMENT CORP /CT/ /ADV History Closed out 0 0 — 0.0% — -87 -100.0% Q3 2025 Nov 14, 2025
United Community Bank History Closed out 0 0 — 0.0% — -26 -100.0% Q3 2025 Nov 04, 2025
Davis Capital Management History New 9 0 — — — +9 New Q4 2025 Jan 28, 2026
Glen Eagle Advisors, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2025 Nov 14, 2025
Measured Wealth Private Client Group, LLC History Added to 3 0 — — — +2 200.0% Q4 2025 Feb 10, 2026
Financial Life Planners History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 13, 2025
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 10 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Glassman Wealth Services History No change 2 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
MASECO LLP History No change 8 0 — — — 0 0.0% Q4 2025 Jan 22, 2026