iSHARES TRUST - ESGU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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.
Showing first 800 of 854 rows for faster page load. Load all rows.
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 Reduced 13,335,463 1,986,717 0.14% 0.13% 1 -153,750 -1.14% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 10,288,654 1,532,803 0.1% 0.09% 2 +411,010 4.16% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 5,986,011 897,324 2.15% 2.09% 3 +47,266 0.8% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Added to 5,159,275 768,628 0.1% 0.1% 4 +7,816 0.15% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,015,236 598,189 0.07% 0.07% 5 -112,828 -2.73% Q4 2025 Mar 25, 2026
Betterment LLC History Added to 3,924,596 584,686 1.11% 1.12% 6 +34,699 0.89% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 2,614,653 389,531 0.02% 0.03% 7 -678,816 -20.61% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 2,591,308 386,053 0.86% 0.85% 8 +90,420 3.62% Q4 2025 Jan 30, 2026
Acorns Advisers, LLC History Added to 2,565,822 382,256 2.87% 2.91% 9 +21,004 0.83% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 2,103,406 313,365 0.01% 0.01% 10 +29,385 1.42% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,062,052 307,204 0.06% 0.06% 11 -99,489 -4.6% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,935,702 288,380 0.09% 0.09% 12 -325,063 -14.38% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 1,162,088 173,127 0.05% 0.05% 13 -22,433 -1.89% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,027,351 153,054 0.1% 0.1% 14 +42,417 4.31% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Added to 761,908 113,509 0.31% 0.28% 15 +79,522 11.65% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Added to 678,480 101,079 1.15% 1.1% 16 +13,691 2.06% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 529,305 78,855 0.01% — 17 +529,305 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 460,875 68,661 0.03% 0.04% 18 -158,114 -25.54% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 376,284 56,058 0.07% 0.08% 19 -24,183 -6.04% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 362,050 53,938 0.01% 0.01% 20 +21,233 6.23% Q4 2025 Feb 17, 2026
Ally Invest Advisors Inc. History Added to 335,335 49,958 3.45% 3.49% 21 +1,400 0.42% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 333,501 49,684 0.17% 0.2% 22 -36,297 -9.82% Q4 2025 Feb 06, 2026
Composition Wealth, LLC History Added to 313,048 46,637 0.67% 0.64% 23 +17,325 5.86% Q4 2025 Feb 02, 2026
Creative Planning History Added to 309,687 46,137 0.03% 0.03% 24 +9,577 3.19% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 306,448 45,654 0.05% 0.05% 25 -3,020 -0.98% Q4 2025 Feb 06, 2026
UBS Group AG History Reduced 294,359 43,853 0.01% 0.01% 26 -51,153 -14.8% Q4 2025 Jan 29, 2026
IMPACTfolio, LLC History Reduced 289,205 43,085 18.09% 18.31% 27 -2,344 -0.8% Q4 2025 Jan 07, 2026
CWM, LLC History Reduced 277,685 41,369 0.11% 0.13% 28 -14,037 -4.81% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Reduced 275,687 41,071 0.04% 0.05% 29 -6,149 -2.18% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 270,045 40,231 0.06% 0.06% 30 +18,352 7.29% Q4 2025 Feb 18, 2026
ALESCO ADVISORS LLC History Reduced 248,808 37,067 0.96% 0.99% 31 -2,151 -0.86% Q4 2025 Jan 28, 2026
FMR LLC History Added to 233,738 34,822 0.0% 0.0% 32 +4,850 2.12% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 226,075 33,680 0.12% 0.12% 33 -986 -0.43% Q4 2025 Jan 30, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 225,333 33,570 0.67% 0.67% 34 -4,818 -2.09% Q4 2025 Feb 05, 2026
Brookstone Capital Management History Added to 223,718 33,329 0.38% 0.36% 35 +17,456 8.46% Q4 2025 Jan 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 222,335 33,123 0.01% 0.01% 36 +25,036 12.69% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 210,381 31,813 0.04% 0.05% 37 -368 -0.17% Q4 2025 Jan 08, 2026
PARK AVENUE SECURITIES LLC History Reduced 205,942 30,681 0.26% 0.25% 38 -16,992 -7.62% Q4 2025 Jan 05, 2026
OSAIC HOLDINGS, INC. History Reduced 202,015 30,104 0.04% 0.05% 39 -23,174 -10.29% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 192,113 28,621 0.08% 0.08% 40 -5,157 -2.61% Q4 2025 Feb 05, 2026
Ashton Thomas Private Wealth, LLC History Added to 187,363 27,913 0.68% 0.71% 41 +148 0.08% Q4 2025 Jan 29, 2026
TRUIST FINANCIAL CORP History Added to 182,808 27,234 0.04% 0.02% 42 +100,781 122.86% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Added to 182,511 27,190 0.07% 0.07% 43 +43 0.02% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 176,599 26,309 0.87% 0.93% 44 +358 0.2% Q4 2025 Jan 30, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 174,141 25,943 0.01% 0.01% 45 -830 -0.47% Q4 2025 Feb 17, 2026
Clarius Group, LLC History Reduced 168,201 25,058 1.43% 1.47% 46 -1,959 -1.15% Q4 2025 Jan 14, 2026
Rock Creek Group, LP History No change 161,100 24,000 2.69% 2.47% 47 0 0.0% Q4 2025 Feb 10, 2026
Sand Hill Global Advisors, LLC History Reduced 155,011 23,093 0.81% 0.83% 48 -6,326 -3.92% Q4 2025 Feb 12, 2026
Affinity Capital Advisors, LLC History Reduced 150,592 22,435 3.1% 3.41% 49 -1,130 -0.74% Q4 2025 Jan 09, 2026
Erickson Financial Group, LLC History Added to 133,776 19,929 12.24% 12.09% 50 +1,584 1.2% Q4 2025 Jan 21, 2026
Corient Private Wealth LLC History Reduced 132,786 19,782 0.03% 0.03% 51 -780 -0.58% Q4 2025 Mar 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 126,592 18,859 0.27% 0.27% 52 +2,441 1.97% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 124,142 18,638 0.24% 0.25% 53 -7,656 -5.81% Q4 2025 Jan 23, 2026
Mariner, LLC History Added to 122,807 18,295 0.02% 0.02% 54 +37,496 43.95% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Added to 118,408 17,640 0.38% 0.4% 55 +1,032 0.88% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 117,793 17,548 0.12% 0.12% 56 +22,295 23.35% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Reduced 116,976 17,427 0.06% 0.08% 57 -6,296 -5.11% Q4 2025 Feb 18, 2026
Sharkey, Howes & Javer History Reduced 107,586 16,028 2.04% 2.14% 58 -6,807 -5.95% Q4 2025 Jan 13, 2026
One Wealth Advisors, LLC History Reduced 105,998 15,791 1.93% 2.1% 59 -9,141 -7.94% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 105,361 15,697 0.04% 0.04% 60 -4,002 -3.66% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Added to 95,748 14,268 0.02% 0.02% 61 +65 0.07% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 94,101 14,019 0.28% 0.29% 62 +5,367 6.05% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 91,430 13,621 0.16% 0.17% 63 -35,779 -28.13% Q4 2025 Feb 13, 2026
Blue Edge Capital, LLC History Reduced 91,302 13,602 1.82% 1.98% 64 -4,290 -4.49% Q4 2025 Feb 12, 2026
Van Hulzen Asset Management, LLC History Added to 89,903 13,393 0.98% 0.95% 65 +2,055 2.34% Q4 2025 Feb 06, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 86,496 12,886 4.03% 4.55% 66 -7,931 -8.4% Q4 2025 Jan 12, 2026
SEI INVESTMENTS CO History Reduced 84,766 12,628 0.01% 0.01% 67 -1,850 -2.14% Q4 2025 Feb 13, 2026
Clarity Asset Management, Inc. History Reduced 83,604 12,455 6.85% 7.01% 68 -2,243 -2.61% Q4 2025 Feb 13, 2026
STALEY CAPITAL ADVISERS INC History Reduced 80,000 11,918 0.49% 0.54% 69 -10,000 -11.11% Q4 2025 Feb 05, 2026
Apella Capital, LLC History Reduced 79,606 11,859 0.23% 0.27% 70 -5,092 -6.01% Q4 2025 Jan 21, 2026
Relyea Zuckerberg Hanson LLC History Added to 78,217 11,652 1.18% 1.19% 71 +732 0.94% Q4 2025 Jan 20, 2026
Keebeck Wealth Management History Reduced 74,699 11,128 1.28% 1.31% 72 -1,298 -1.71% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History Reduced 72,116 10,946 0.19% 0.22% 73 -1,055 -1.44% Q4 2025 Jan 29, 2026
Plancorp, LLC History Reduced 73,059 10,884 0.33% 0.35% 74 -3,854 -5.01% Q4 2025 Feb 05, 2026
Laurel Wealth Planning LLC History Reduced 72,346 10,778 5.97% 5.64% 75 -904 -1.23% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 71,145 10,599 0.1% 0.11% 76 -2,464 -3.35% Q4 2025 Feb 13, 2026
Prudent Man Advisors, LLC History Reduced 70,919 10,565 3.85% 3.96% 77 -2,871 -3.89% Q4 2025 Feb 11, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 70,500 10,503 0.01% 0.03% 78 -72,800 -50.8% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History New 68,699 10,234 0.17% — 79 +68,699 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 68,330 10,179 0.04% 0.05% 80 -5,999 -8.07% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 66,380 9,889 0.06% 0.06% 81 +5,943 9.83% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 66,254 9,870 0.08% 0.05% 82 +298 0.45% Q4 2025 Feb 13, 2026
Wealth Architects, LLC History Added to 65,846 9,809 0.88% 0.81% 83 +6,936 11.77% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 64,794 9,728 0.01% — 84 +64,794 New Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Reduced 65,255 9,721 0.57% 0.42% 85 -473 -0.72% Q4 2025 Jan 30, 2026
Fisher Asset Management, LLC History Reduced 64,403 9,594 0.0% 0.0% 86 -7,443 -10.36% Q4 2025 Feb 09, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 63,500 9,460 0.06% — 87 +63,500 New Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Reduced 62,979 9,382 0.42% 0.44% 88 -2,250 -3.45% Q4 2025 Jan 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 62,473 9,307 0.17% 0.19% 89 -1,403 -2.2% Q4 2025 Jan 16, 2026
Klaas Financial Asset Advisors, LLC History Reduced 61,184 9,115 1.32% 1.44% 90 -4,579 -6.96% Q4 2025 Jan 27, 2026
Focus Partners Wealth History Added to 60,578 9,024 0.01% 0.01% 91 +8,791 16.98% Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 60,289 8,981 0.14% 0.14% 92 +2,763 4.8% Q4 2025 Jan 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 58,080 8,652 0.15% 0.04% 93 +43,935 310.6% Q4 2025 Feb 19, 2026
Cypress Wealth Services, LLC History Reduced 57,940 8,631 1.19% 1.39% 94 -565 -0.97% Q4 2025 Jan 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 57,379 8,608 0.02% 0.02% 95 +654 1.15% Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Added to 57,190 8,520 0.1% 0.1% 96 +167 0.29% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Added to 55,981 8,340 0.05% 0.04% 97 +3,339 6.34% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Reduced 55,277 8,235 0.0% 0.0% 98 -7,743 -12.29% Q4 2025 Feb 10, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 54,307 8,090 1.37% 1.22% 99 +5,256 10.72% Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History Added to 54,171 8,070 0.11% 0.11% 100 +1,333 2.52% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 53,292 7,939 0.15% 0.15% 101 -2,488 -4.46% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 52,706 7,852 0.08% 0.1% 102 +8,049 18.02% Q4 2025 Jan 23, 2026
ASSETMARK, INC History Reduced 51,793 7,716 0.02% 0.02% 103 -4,055 -7.26% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 51,096 7,612 0.01% 0.02% 104 -17,377 -25.38% Q4 2025 Feb 17, 2026
CFS Investment Advisory Services, LLC History Reduced 49,808 7,420 0.54% 0.55% 105 -247 -0.49% Q4 2025 Feb 10, 2026
&PARTNERS History Added to 49,267 7,338 0.04% 0.03% 106 +17,694 56.04% Q4 2025 Feb 17, 2026
Birchwood Financial Partners, Inc. History New 48,088 7,164 7.11% — 107 +48,088 New Q4 2025 Feb 19, 2026
Atlas Legacy Advisors, LLC History Added to 47,143 7,022 1.23% 1.25% 108 +2,525 5.66% Q4 2025 Jan 29, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 46,980 6,999 0.02% 0.04% 109 -32,370 -40.79% Q4 2025 Jan 26, 2026
Valeo Financial Advisors, LLC History No change 46,600 6,942 0.15% 0.15% 110 0 0.0% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Added to 46,453 6,920 0.0% 0.0% 111 +41,771 892.16% Q4 2025 Feb 12, 2026
Decker Retirement Planning Inc. History Added to 45,067 6,714 3.34% 3.45% 112 +2,028 4.71% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Added to 44,834 6,679 0.05% 0.05% 113 +4,600 11.43% Q4 2025 Jan 26, 2026
Yukon Wealth Management, Inc. History Reduced 42,178 6,283 3.62% 2.28% 114 -5,577 -11.68% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 41,889 6,240 0.0% 0.01% 115 -123,710 -74.7% Q4 2025 Feb 10, 2026
Summit Wealth Group, LLC History Reduced 41,466 6,177 1.44% 1.48% 116 -679 -1.61% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Reduced 40,915 6,095 0.04% 0.04% 117 -309 -0.75% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Added to 40,866 6,088 0.18% 0.06% 118 +28,003 217.7% Q4 2025 Feb 10, 2026
SPINNAKER TRUST History Reduced 40,814 6,080 0.33% 0.35% 119 -2,880 -6.59% Q4 2025 Feb 10, 2026
Private Advisor Group, LLC History Reduced 40,573 6,044 0.03% 0.03% 120 -2,907 -6.69% Q4 2025 Feb 17, 2026
Midwest Financial Partners Investments, Inc. History New 40,165 5,983 3.32% — 121 +40,165 New Q4 2025 Feb 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 39,994 5,958 0.28% 0.3% 122 -2,063 -4.91% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Reduced 39,616 5,902 0.13% 0.13% 123 -638 -1.58% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Added to 39,405 5,870 0.11% 0.11% 124 +1,480 3.9% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Added to 38,912 5,797 0.08% 0.08% 125 +27 0.07% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 36,870 5,492 0.04% 0.04% 126 +372 1.02% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Reduced 36,286 5,405 0.0% 0.01% 127 -11,104 -23.43% Q4 2025 Feb 13, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 35,770 5,329 0.67% 0.61% 128 +3,229 9.92% Q4 2025 Feb 06, 2026
Balanced Rock Investment Advisors LLC History Added to 35,482 5,286 3.76% 3.57% 129 +1,926 5.74% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 35,404 5,274 0.06% 0.04% 130 +12,389 53.83% Q4 2025 Feb 11, 2026
Boulder Wealth Advisors, LLC History Added to 35,227 5,248 2.22% 2.31% 131 +1,084 3.17% Q4 2025 Feb 05, 2026
Long Run Wealth Advisors, LLC History Added to 35,182 5,241 0.99% 1.0% 132 +16 0.05% Q4 2025 Feb 02, 2026
Maia Wealth LLC History Reduced 35,253 5,213 0.89% 1.03% 133 -5,692 -13.9% Q4 2025 Feb 17, 2026
Avise Financial Cooperative, Inc. History New 34,809 5,185 4.67% — 134 +34,809 New Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Added to 33,653 5,013 0.7% 0.69% 135 +423 1.27% Q4 2025 Jan 29, 2026
Horst & Graben Wealth Management LLC History Reduced 33,722 4,992 0.75% 0.75% 136 -165 -0.49% Q4 2025 Jan 27, 2026
McKinley Carter Wealth Services, Inc. History Reduced 33,161 4,940 0.28% 0.27% 137 -2,452 -6.89% Q4 2025 Feb 06, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 32,982 4,912 0.01% 0.01% 138 +8,985 37.44% Q4 2025 Feb 10, 2026
Mascoma Wealth Management LLC History Added to 32,511 4,843 1.04% 1.02% 139 +689 2.17% Q4 2025 Feb 04, 2026
Stratos Wealth Partners, LTD. History Reduced 31,711 4,724 0.05% 0.06% 140 -771 -2.37% Q4 2025 Jan 20, 2026
Banco Santander, S.A. History New 31,000 4,618 0.03% — 141 +31,000 New Q4 2025 Feb 13, 2026
Goodwin Investment Advisory History Reduced 30,772 4,584 5.03% 5.06% 142 -1,622 -5.01% Q4 2025 Feb 09, 2026
Keystone Wealth Services, LLC History Reduced 30,775 4,584 0.97% 0.98% 143 -141 -0.46% Q4 2025 Jan 26, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 30,300 4,514 0.08% 0.09% 144 -1,359 -4.29% Q4 2025 Jan 07, 2026
Steward Partners Investment Advisory, LLC History Reduced 28,625 4,264 0.02% 0.02% 145 -1,114 -3.75% Q4 2025 Feb 12, 2026
GeoWealth Management, LLC History Added to 28,243 4,207 0.16% 0.14% 146 +1,644 6.18% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 28,110 4,187 0.01% 0.01% 147 -2,471 -8.08% Q4 2025 Mar 16, 2026
RFG Advisory, LLC History Added to 28,089 4,184 0.08% 0.08% 148 +2,531 9.9% Q4 2025 Feb 03, 2026
Balance Wealth, LLC History Reduced 26,481 3,945 1.27% 0.96% 149 -154 -0.58% Q4 2025 Jan 21, 2026
WT Wealth Management History Reduced 26,360 3,927 1.13% 1.22% 150 -2,695 -9.28% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Added to 25,921 3,861 0.09% 0.09% 151 +513 2.02% Q4 2025 Feb 13, 2026
Ridgeline Wealth, LLC History Reduced 25,785 3,841 2.66% 2.77% 152 -14 -0.05% Q4 2025 Jan 08, 2026
WealthPlan Investment Management, LLC History Reduced 25,754 3,836 0.24% 0.25% 153 -14 -0.05% Q4 2025 Feb 05, 2026
TrueWealth Financial Partners History New 25,546 3,805 3.14% — 154 +25,546 New Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 25,526 3,802 0.03% 0.03% 155 +1,638 6.86% Q4 2025 Feb 17, 2026
TRUE BLUE FINANCIAL, LLC History New 25,516 3,801 3.14% — 156 +25,516 New Q4 2025 Feb 05, 2026
Foster Group, Inc. History Added to 25,269 3,764 0.11% 0.1% 157 +3,510 16.13% Q4 2025 Jan 12, 2026
STIFEL FINANCIAL CORP History Reduced 25,113 3,741 0.0% 0.0% 158 -3,188 -11.26% Q4 2025 Feb 13, 2026
Moment Partners, LLC History Added to 24,948 3,716 0.76% 0.6% 159 +1,790 7.73% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Reduced 24,921 3,712 0.02% 0.02% 160 -578 -2.27% Q4 2025 Feb 10, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 24,546 3,656 1.29% 1.27% 161 +387 1.6% Q4 2025 Jan 09, 2026
Gilbert Capital Group, Inc. History Added to 24,150 3,597 2.7% 2.58% 162 +1,271 5.56% Q4 2025 Jan 23, 2026
Integrated Advisors Network LLC History Reduced 24,113 3,592 0.16% 0.16% 163 -2,844 -10.55% Q4 2025 Feb 17, 2026
Jordan Park Group LLC History Reduced 24,093 3,589 0.21% 0.21% 164 -1,320 -5.19% Q4 2025 Feb 10, 2026
FLC Capital Advisors History Reduced 24,073 3,586 0.66% 0.68% 165 -198 -0.82% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 24,006 3,576 0.13% 0.14% 166 +73 0.31% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Reduced 23,676 3,527 0.02% 0.02% 167 -1,534 -6.08% Q4 2025 Jan 28, 2026
Integris Wealth Management, LLC History Reduced 23,430 3,490 0.79% 0.84% 168 -306 -1.29% Q4 2025 Jan 21, 2026
Opes Wealth Management LLC History No change 23,256 3,464 0.56% 0.59% 169 0 0.0% Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Reduced 23,206 3,457 0.1% 0.11% 170 -127 -0.54% Q4 2025 Feb 12, 2026
MA Private Wealth History Reduced 23,199 3,456 0.58% 0.59% 171 -1,025 -4.23% Q4 2025 Feb 03, 2026
IEQ CAPITAL, LLC History Reduced 23,118 3,444 0.01% 0.01% 172 -1,859 -7.44% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 23,041 3,432 0.02% — 173 +23,041 New Q4 2025 Jan 27, 2026
Weil Company, Inc. History Added to 22,828 3,400 0.78% 0.75% 174 +1,322 6.15% Q4 2025 Jan 14, 2026
Blue Trust, Inc. History Reduced 22,818 3,399 0.04% 0.04% 175 -201 -0.87% Q4 2025 Jan 16, 2026
HRT FINANCIAL LP History Added to 22,745 3,388 0.01% 0.01% 176 +11,072 94.85% Q4 2025 Feb 12, 2026
SigFig Wealth Management, LLC History Reduced 22,160 3,301 0.1% 0.11% 177 -2,414 -9.82% Q4 2025 Jan 16, 2026
Davis Wealth Advisors, LLC History New 22,066 3,287 2.73% — 178 +22,066 New Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Added to 22,023 3,280 0.19% 0.15% 179 +259 1.19% Q4 2025 Feb 10, 2026
PFG Investments, LLC History Added to 21,118 3,146 0.15% 0.15% 180 +1,168 5.85% Q4 2025 Jan 26, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 21,064 3,138 0.83% 0.88% 181 +622 3.04% Q4 2025 Jan 12, 2026
JANE STREET GROUP, LLC History New 20,682 3,081 0.0% — 182 +20,682 New Q4 2025 Feb 12, 2026
HF Advisory Group, LLC History Added to 20,361 3,033 1.06% 1.07% 183 +338 1.69% Q4 2025 Jan 23, 2026
EP Wealth Advisors, LLC History New 20,108 2,995 0.02% — 184 +20,108 New Q4 2025 Feb 18, 2026
Integrity Advisory Solutions, LLC History Reduced 19,832 2,954 0.43% 0.46% 185 -122 -0.61% Q4 2025 Feb 09, 2026
BROWN ADVISORY INC History Added to 19,815 2,952 0.0% 0.0% 186 +15,972 415.61% Q4 2025 Feb 13, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 19,783 2,947 0.08% 0.1% 187 -4,677 -19.12% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Reduced 19,735 2,940 0.1% 0.1% 188 -25 -0.13% Q4 2025 Jan 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 19,729 2,939 0.18% 0.17% 189 -541 -2.67% Q4 2025 Jan 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 19,377 2,886 0.02% 0.02% 190 -51 -0.26% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 19,250 2,867 0.01% — 191 +19,250 New Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Reduced 18,900 2,849 0.09% 0.1% 192 -229 -1.2% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 19,077 2,842 0.02% 0.01% 193 +1,576 9.01% Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Reduced 19,058 2,839 0.13% 0.14% 194 -708 -3.58% Q4 2025 Jan 27, 2026
Pioneer Wealth Management Group History Added to 18,993 2,829 0.86% 0.85% 195 +985 5.47% Q4 2025 Jan 12, 2026
Brooklyn FI, LLC History Reduced 18,846 2,807 0.6% 0.62% 196 -272 -1.42% Q4 2025 Jan 21, 2026
SOFI WEALTH, LLC History Added to 18,585 2,768 0.14% 0.11% 197 +4,047 27.84% Q4 2025 Jan 30, 2026
Cascade Financial Partners, LLC History Reduced 18,500 2,756 0.28% 0.32% 198 -384 -2.03% Q4 2025 Feb 06, 2026
Leo Wealth, LLC History Added to 18,373 2,737 0.2% 0.35% 199 +89 0.49% Q4 2025 Jan 21, 2026
CGN Advisors LLC History Reduced 18,277 2,722 0.22% 0.23% 200 -963 -5.01% Q4 2025 Jan 05, 2026
FRANKLIN RESOURCES INC History Reduced 17,828 2,656 0.0% 0.0% 201 -4,965 -21.78% Q4 2025 Feb 11, 2026
MGO ONE SEVEN LLC History Added to 17,786 2,649 0.05% 0.06% 202 +270 1.54% Q4 2025 Feb 03, 2026
High Falls Advisors, Inc History Reduced 17,673 2,632 0.53% 0.53% 203 -8 -0.05% Q4 2025 Feb 18, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 17,600 2,622 0.0% 0.0% 204 -5,400 -23.48% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 17,580 2,619 0.02% 0.01% 205 +1,216 7.43% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 17,518 2,609 0.49% 0.53% 206 -199 -1.12% Q4 2025 Feb 09, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 17,445 2,598 1.23% 0.93% 207 +4,739 37.3% Q4 2025 Jan 29, 2026
Fingerlakes Wealth Management, Inc. History Reduced 17,360 2,586 1.64% 1.67% 208 -223 -1.27% Q4 2025 Feb 05, 2026
Diversified Trust Co History Reduced 17,301 2,577 0.05% 0.05% 209 -1,000 -5.46% Q4 2025 Jan 09, 2026
White Lighthouse Investment Management Inc. History Reduced 17,143 2,553 0.36% 0.38% 210 -185 -1.07% Q4 2025 Feb 09, 2026
ONE Advisory Partners, LLC History Reduced 17,119 2,550 0.77% 0.77% 211 -215 -1.24% Q4 2025 Jan 12, 2026
TD Waterhouse Canada Inc. History Reduced 16,903 2,517 0.02% 0.02% 212 -377 -2.18% Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 16,819 2,505 0.03% 0.03% 213 -63 -0.37% Q4 2025 Feb 09, 2026
Compound Planning, Inc. History Added to 16,785 2,500 0.07% 0.07% 214 +1,946 13.11% Q4 2025 Feb 19, 2026
Icon Wealth Advisors, LLC History Added to 16,570 2,468 0.16% 0.16% 215 +18 0.11% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Reduced 16,476 2,454 0.06% 0.07% 216 -112 -0.68% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Reduced 15,997 2,383 0.04% 0.04% 217 -20 -0.12% Q4 2025 Jan 22, 2026
Regal Investment Advisors LLC History Reduced 15,921 2,371 0.14% 0.17% 218 -1,743 -9.87% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Reduced 15,889 2,367 0.17% 0.19% 219 -750 -4.51% Q4 2025 Jan 21, 2026
Perennial Investment Advisors, LLC History Added to 15,825 2,357 0.19% 0.19% 220 +90 0.57% Q4 2025 Feb 17, 2026
Madrid Wealth Management, LLC History New 15,562 2,318 1.88% — 221 +15,562 New Q4 2025 Feb 02, 2026
Pure Financial Advisors, LLC History Added to 15,229 2,268 0.41% 0.03% 222 +817 5.67% Q4 2025 Mar 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 15,145 2,256 0.75% 0.63% 223 +2,801 22.69% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 15,051 2,242 0.01% 0.01% 224 +1,083 7.75% Q4 2025 Jan 26, 2026
SYM FINANCIAL Corp History Added to 15,008 2,235 0.23% 0.23% 225 +415 2.84% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 15,028 2,229 0.05% 0.04% 226 +396 2.71% Q4 2025 Feb 11, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 14,925 2,223 1.52% 1.62% 227 +8 0.05% Q4 2025 Feb 05, 2026
1ST SOURCE BANK History Reduced 14,855 2,213 0.12% 0.12% 228 -464 -3.03% Q4 2025 Feb 05, 2026
Mayflower Financial Advisors, LLC History Added to 14,857 2,213 0.27% 0.27% 229 +2 0.01% Q4 2025 Jan 13, 2026
Concurrent Investment Advisors, LLC History Added to 14,651 2,182 0.02% 0.02% 230 +5,529 60.61% Q4 2025 Jan 29, 2026
Vision Capital Management, Inc. History Added to 14,642 2,181 0.26% 0.26% 231 +10 0.07% Q4 2025 Jan 27, 2026
BEACON FINANCIAL GROUP History New 14,627 2,179 0.22% — 232 +14,627 New Q4 2025 Apr 01, 2026
Arax Advisory Partners History New 14,506 2,161 0.06% — 233 +14,506 New Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Reduced 13,914 2,072 0.08% 0.08% 234 -365 -2.56% Q4 2025 Jan 30, 2026
NEPC LLC History No change 13,905 2,071 0.04% 0.05% 235 0 0.0% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History Added to 13,610 2,027 0.09% 0.08% 236 +1,390 11.37% Q4 2025 Jan 14, 2026
GFS Advisors, LLC History Reduced 13,500 2,011 0.24% 0.26% 237 -495 -3.54% Q4 2025 Feb 11, 2026
RHS Financial, LLC History Reduced 13,478 2,007 0.98% 1.13% 238 -1,435 -9.62% Q4 2025 Jan 16, 2026
Arkadios Wealth Advisors History Added to 13,445 2,003 0.04% 0.03% 239 +3,640 37.12% Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Reduced 13,369 1,991 0.45% 0.45% 240 -330 -2.41% Q4 2025 Feb 05, 2026
Avidian Wealth Enterprises, LLC History Added to 13,274 1,977 0.07% 0.07% 241 +21 0.16% Q4 2025 Feb 02, 2026
DAVENPORT & Co LLC History Added to 13,251 1,974 0.01% 0.01% 242 +35 0.26% Q4 2025 Jan 12, 2026
GenTrust, LLC History Added to 13,105 1,952 0.08% 0.09% 243 +193 1.49% Q4 2025 Feb 02, 2026
Simplicity Wealth,LLC History New 13,083 1,949 0.12% — 244 +13,083 New Q4 2025 Jan 30, 2026
Banco BTG Pactual S.A. History Added to 13,051 1,944 0.33% 0.27% 245 +201 1.56% Q4 2025 Feb 12, 2026
BlueStem Wealth Partners, LLC History Reduced 13,018 1,939 0.21% 0.22% 246 -258 -1.94% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 12,832 1,911 0.01% — 247 +12,832 New Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Added to 12,744 1,898 0.01% 0.01% 248 +418 3.39% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 12,697 1,891 0.3% 0.3% 249 -370 -2.83% Q4 2025 Jan 09, 2026
Strategic Point Investment Advisors, LLC History Reduced 12,685 1,889 0.26% 0.27% 250 -155 -1.21% Q4 2025 Jan 15, 2026
BLAIR WILLIAM & CO/IL History Added to 12,547 1,869 0.01% 0.0% 251 +473 3.92% Q4 2025 Feb 17, 2026
Morling Financial Advisors, LLC History Added to 12,527 1,866 0.59% 0.59% 252 +179 1.45% Q4 2025 Feb 06, 2026
Cranbrook Wealth Management, LLC History Reduced 12,489 1,860 0.37% 0.37% 253 -50 -0.4% Q4 2025 Jan 28, 2026
WIT, LLC History New 12,474 1,858 0.04% — 254 +12,474 New Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 12,279 1,843 0.07% 0.1% 255 +1,434 13.22% Q4 2025 Feb 13, 2026
Ramiah Investment Group History New 12,365 1,842 1.8% — 256 +12,365 New Q4 2025 Jan 28, 2026
World Investment Advisors History Added to 12,215 1,819 0.03% 0.04% 257 +348 2.93% Q4 2025 Mar 12, 2026
Austin Private Wealth, LLC History Reduced 12,122 1,805 0.13% 0.16% 258 -2,055 -14.5% Q4 2025 Jan 20, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 11,907 1,773 0.19% 0.19% 259 +154 1.31% Q4 2025 Jan 28, 2026
BESSEMER GROUP INC History Added to 11,889 1,771 0.0% 0.0% 260 +1,700 16.68% Q4 2025 Feb 05, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 11,768 1,753 0.38% 0.6% 261 -472 -3.86% Q4 2025 Feb 12, 2026
Ipsen Advisor Group LLC History Reduced 11,749 1,750 1.24% 1.42% 262 -1,784 -13.18% Q4 2025 Feb 11, 2026
Clearview Wealth Advisors LLC History Added to 11,713 1,745 1.11% 1.09% 263 +52 0.45% Q4 2025 Feb 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 11,228 1,711 0.83% 0.23% 264 +8,044 252.64% Q4 2025 Jan 09, 2026
Sage Mountain Advisors LLC History No change 11,476 1,709 0.09% 0.1% 265 0 0.0% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 11,427 1,702 0.03% 0.03% 266 +1,070 10.33% Q4 2025 Feb 06, 2026
Chicago Partners Investment Group LLC History Reduced 11,260 1,691 0.04% 0.05% 267 -324 -2.8% Q4 2025 Jan 28, 2026
Charter Oak Capital Management, LLC History Added to 11,108 1,654 0.13% 0.13% 268 +1 0.01% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 11,080 1,650 0.0% 0.0% 269 +2,523 29.48% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 10,883 1,621 0.06% 0.06% 270 +91 0.84% Q4 2025 Jan 21, 2026
RCS Financial Planning, LLC History Added to 10,768 1,604 0.69% 0.52% 271 +2,732 34.0% Q4 2025 Jan 15, 2026
Tempus Wealth Planning, LLC History Added to 10,601 1,579 0.36% 0.35% 272 +36 0.34% Q4 2025 Jan 16, 2026
Scott Capital Advisors, LLC History Added to 10,472 1,560 0.35% 0.35% 273 +26 0.25% Q4 2025 Jan 12, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 10,456 1,557 0.28% 0.31% 274 -850 -7.52% Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Reduced 10,399 1,549 0.04% 0.05% 275 -1,598 -13.32% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Reduced 10,385 1,547 0.0% 0.0% 276 -2,743 -20.89% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 10,333 1,539 0.03% — 277 +10,333 New Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 10,301 1,534 0.12% 0.17% 278 -6,567 -38.93% Q4 2025 Jan 23, 2026
Headlands Technologies LLC History New 10,212 1,521 0.13% — 279 +10,212 New Q4 2025 Feb 13, 2026
West Wealth Group, LLC History Added to 10,122 1,508 0.31% 0.33% 280 +4 0.04% Q4 2025 Jan 26, 2026
SNS Financial Group, LLC History Reduced 10,116 1,507 0.13% 0.15% 281 -1,392 -12.1% Q4 2025 Feb 02, 2026
OLIO Financial Planning History Added to 10,084 1,502 0.42% 0.36% 282 +1,552 18.19% Q4 2025 Jan 21, 2026
Shared Vision Wealth Group LLC History Added to 9,912 1,498 0.61% 0.59% 283 +292 3.04% Q4 2025 Feb 11, 2026
GC Wealth Management RIA, LLC History Added to 9,948 1,482 0.05% 0.02% 284 +5,080 104.35% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 9,887 1,473 0.02% 0.02% 285 +381 4.01% Q4 2025 Jan 29, 2026
Dynamic Advisor Solutions LLC History Reduced 9,884 1,472 0.05% 0.11% 286 -15,452 -60.99% Q4 2025 Jan 09, 2026
KICKSTAND VENTURES, LLC. History Reduced 9,865 1,469 0.31% 0.32% 287 -28 -0.28% Q4 2025 Jan 29, 2026
RTD Financial Advisors, Inc. History Reduced 9,850 1,467 0.18% 0.17% 288 -25 -0.25% Q4 2025 Jan 27, 2026
Vise Technologies, Inc. History Added to 9,726 1,448 0.03% 0.04% 289 +2,353 31.91% Q4 2025 Feb 11, 2026
Hoxton Planning & Management, LLC History Added to 15,232 1,444 0.43% 0.4% 290 +6,763 79.86% Q4 2025 Feb 11, 2026
Modern Wealth Management, LLC History Added to 9,653 1,438 0.03% 0.02% 291 +1,194 14.12% Q4 2025 Feb 17, 2026
WEALTHGARDEN F.S. LLC History Reduced 9,502 1,436 0.95% 1.07% 292 -714 -6.99% Q4 2025 Feb 11, 2026
CWC Advisors, LLC. History Added to 9,446 1,407 0.68% 0.67% 293 +1 0.01% Q4 2025 Jan 26, 2026
PITTENGER & ANDERSON INC History Added to 9,281 1,382 0.05% 0.04% 294 +1,435 18.29% Q4 2025 Feb 02, 2026
COMERICA BANK History Reduced 9,260 1,379 0.01% 0.01% 295 -6,854 -42.53% Q4 2025 Jan 29, 2026
Compass Ion Advisors, LLC History No change 9,250 1,378 0.13% 0.13% 296 0 0.0% Q4 2025 Jan 29, 2026
Symmetry Partners, LLC History Added to 9,189 1,368 0.08% 0.13% 297 +1,162 14.48% Q4 2025 Jan 27, 2026
Xena Financial Planning, LLC History New 9,178 1,367 1.61% — 298 +9,178 New Q4 2025 Jan 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 9,065 1,350 0.08% — 299 +9,065 New Q4 2025 Feb 10, 2026
BLB&B Advisors, LLC History Added to 8,981 1,337 0.06% 0.06% 300 +194 2.21% Q4 2025 Jan 26, 2026
Advisors Capital Management, LLC History New 8,804 1,311 0.02% — 301 +8,804 New Q4 2025 Jan 29, 2026
STEPHENS INC /AR/ History No change 8,714 1,298 0.02% 0.02% 302 0 0.0% Q4 2025 Feb 05, 2026
Milestone Asset Management Group, LLC History Reduced 8,685 1,293 0.73% 0.8% 303 -102 -1.16% Q4 2025 Feb 03, 2026
Aprio Wealth Management, LLC History Added to 8,646 1,288 0.07% 0.12% 304 +512 6.29% Q4 2025 Jan 29, 2026
W ADVISORS, LLC History No change 8,588 1,279 0.64% 0.66% 305 0 0.0% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Reduced 8,584 1,278 0.07% 0.07% 306 -433 -4.8% Q4 2025 Mar 04, 2026
Keystone Financial Services History Added to 8,553 1,274 0.38% 0.3% 307 +1,966 29.85% Q4 2025 Feb 12, 2026
WEALTH ALLIANCE, LLC History Reduced 8,542 1,272 0.12% 0.14% 308 -695 -7.52% Q4 2025 Feb 13, 2026
JB Capital LLC History Reduced 8,463 1,260 0.05% 0.06% 309 -821 -8.84% Q4 2025 Jan 20, 2026
Brookwood Investment Group LLC History Added to 8,359 1,245 0.15% 0.15% 310 +518 6.61% Q4 2025 Jan 22, 2026
Clear Creek Financial Management, LLC History Reduced 8,263 1,231 0.1% 0.11% 311 -86 -1.03% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History Added to 8,228 1,225 0.02% 0.02% 312 +2,548 44.86% Q4 2025 Feb 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 8,196 1,221 0.08% 0.07% 313 +1,768 27.5% Q4 2025 Feb 03, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 8,139 1,212 0.17% 0.18% 314 -856 -9.52% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History Added to 8,123 1,210 0.04% 0.04% 315 +170 2.14% Q4 2025 Jan 13, 2026
Ryan Investment Management, Inc. History Reduced 8,111 1,208 0.67% 0.96% 316 -3,790 -31.85% Q4 2025 Jan 12, 2026
Sovran Advisors, LLC History Reduced 7,978 1,203 0.1% 0.11% 317 -214 -2.61% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 8,003 1,192 0.04% 0.05% 318 -42 -0.52% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 7,996 1,191 0.32% 0.09% 319 +6,477 426.4% Q4 2025 Feb 09, 2026
Crown Wealth Group, LLC History No change 7,995 1,191 0.33% 0.35% 320 0 0.0% Q4 2025 Jan 28, 2026
Orin Green Financial, LLC History No change 7,978 1,188 0.48% 0.46% 321 0 0.0% Q4 2025 Feb 06, 2026
WBH ADVISORY INC History Reduced 7,907 1,178 0.09% 0.1% 322 -734 -8.49% Q4 2025 Jan 26, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,868 1,172 0.0% 0.0% 323 +2,102 36.46% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History Added to 749 1,168 0.08% 0.08% 324 +3 0.4% Q4 2025 Jan 23, 2026
Axis Wealth Partners, LLC History Reduced 7,831 1,166 0.64% 0.67% 325 -17 -0.22% Q4 2025 Jan 30, 2026
Robertson Stephens Wealth Management, LLC History Added to 7,790 1,160 0.03% 0.03% 326 +45 0.58% Q4 2025 Feb 02, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 7,773 1,158 0.21% 0.2% 327 +13 0.17% Q4 2025 Jan 16, 2026
Morton Brown Family Wealth, LLC History Reduced 7,662 1,141 0.31% 0.33% 328 -280 -3.53% Q4 2025 Jan 28, 2026
RETIREMENT CAPITAL STRATEGIES History Reduced 7,467 1,112 0.41% 0.42% 329 -102 -1.35% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 7,459 1,111 0.02% 0.03% 330 +656 9.64% Q4 2025 Feb 05, 2026
SENTINEL TRUST CO LBA History Reduced 7,410 1,104 0.11% 0.11% 331 -128 -1.7% Q4 2025 Jan 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 7,372 1,098 0.41% 0.42% 332 -10 -0.14% Q4 2025 Jan 08, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 7,366 1,097 0.18% 0.2% 333 -107 -1.43% Q4 2025 Feb 11, 2026
Midwest Heritage Bank, FSB History Reduced 7,306 1,088 0.38% 0.41% 334 -749 -9.3% Q4 2025 Feb 04, 2026
Two West Capital Advisors LLC History Reduced 7,259 1,081 0.63% 0.68% 337 -310 -4.1% Q4 2025 Jan 13, 2026
KilterHowling LLC History Reduced 7,261 1,081 0.55% 0.61% 336 -278 -3.69% Q4 2025 Feb 13, 2026
Keel Point, LLC History No change 7,258 1,081 0.07% 0.06% 335 0 0.0% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 7,138 1,063 0.0% 0.0% 338 +69 0.98% Q4 2025 Feb 17, 2026
American Capital Advisory, LLC History Added to 7,073 1,053 0.46% 0.48% 339 +22 0.31% Q4 2025 Jan 30, 2026
TSA Wealth Managment LLC History No change 7,052 1,050 0.35% 0.35% 340 0 0.0% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Added to 7,012 1,044 0.05% 0.02% 341 +3,191 83.51% Q4 2025 Feb 12, 2026
McClarren Financial Advisors, Inc. History Reduced 3,679 1,043 0.62% 0.62% 342 -1,118 -23.31% Q4 2025 Jan 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 6,995 1,042 0.01% 0.01% 343 -755 -9.74% Q4 2025 Feb 03, 2026
ERn Financial, LLC History Reduced 6,983 1,040 0.2% 0.2% 344 -119 -1.68% Q4 2025 Jan 15, 2026
D.A. DAVIDSON & CO. History Reduced 6,882 1,025 0.01% 0.01% 345 -763 -9.98% Q4 2025 Jan 29, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 6,852 1,020 0.43% 0.55% 347 -1,620 -19.12% Q4 2025 Feb 18, 2026
Live Oak Investment Partners History Added to 6,848 1,020 0.63% 0.55% 346 +1,170 20.61% Q4 2025 Jan 29, 2026
Keener Financial Planning LLC History Added to 6,838 1,018 0.44% 0.36% 348 +1,577 29.98% Q4 2025 Jan 23, 2026
PRESILIUM PRIVATE WEALTH, LLC History Reduced 6,813 1,015 0.19% 0.19% 349 -67 -0.97% Q4 2025 Jan 13, 2026
M&T BANK CORP History Added to 6,754 1,006 0.0% 0.0% 350 +417 6.58% Q4 2025 Jan 30, 2026
Financial Partners Group, Inc History Reduced 6,650 1,002 0.12% 0.12% 351 -94 -1.39% Q4 2025 Feb 03, 2026
Chicago Capital, LLC History No change 6,700 998 0.02% 0.02% 352 0 0.0% Q4 2025 Jan 26, 2026
MKT Advisors LLC History No change 6,638 997 0.34% 0.36% 353 0 0.0% Q4 2025 Jan 08, 2026
Bigelow Investment Advisors, LLC History Reduced 6,642 989 0.39% 0.41% 354 -302 -4.35% Q4 2025 Jan 28, 2026
VANGUARD GROUP INC History Reduced 6,617 985 0.0% 0.0% 355 -105 -1.56% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Reduced 6,592 982 0.01% 0.01% 356 -362 -5.21% Q4 2025 Feb 05, 2026
Hughes Financial Services, LLC History Reduced 6,590 981 0.15% 0.16% 357 -296 -4.3% Q4 2025 Feb 11, 2026
Archer Investment Management, LLC History New 6,483 965 0.52% — 358 +6,483 New Q4 2025 Jan 12, 2026
Vident Advisory, LLC History Reduced 6,344 945 0.01% 0.01% 359 -1,330 -17.33% Q4 2025 Feb 18, 2026
XY Planning Network, Inc. History Added to 6,340 944 0.16% 0.28% 360 +353 5.9% Q4 2025 Jan 26, 2026
FIRST TRUST ADVISORS LP History Reduced 6,270 934 0.0% 0.0% 361 -96 -1.51% Q4 2025 Feb 13, 2026
LifePlan Investment Advisors, Inc. History Added to 6,214 925 0.38% 0.35% 362 +444 7.69% Q4 2025 Feb 09, 2026
Prospera Financial Services Inc History Added to 6,179 920 0.02% 0.01% 363 +2,324 60.29% Q4 2025 Feb 09, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 6,178 920 0.08% 0.08% 364 -9 -0.15% Q4 2025 Jan 27, 2026
WealthShield Partners, LLC History Reduced 6,107 909 0.1% 0.1% 365 -172 -2.74% Q4 2025 Feb 03, 2026
Western Wealth Management, LLC History Added to 6,089 907 0.04% 0.03% 366 +1,842 43.37% Q4 2025 Feb 05, 2026
Walkner Condon Financial Advisors LLC History Added to 6,083 906 0.13% 0.14% 367 +26 0.43% Q4 2025 Jan 21, 2026
Ascent Group, LLC History Reduced 6,026 897 0.03% 0.04% 369 -1,572 -20.69% Q4 2025 Jan 20, 2026
Ameraudi Asset Management, Inc. History No change 6,022 897 0.49% 0.53% 368 0 0.0% Q4 2025 Feb 11, 2026
Destiny Wealth Partners, LLC History No change 5,923 895 0.1% 0.11% 370 0 0.0% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Reduced 5,959 887 0.08% 0.09% 371 -1,148 -16.15% Q4 2025 Jan 26, 2026
Riverwater Partners LLC History Reduced 5,959 887 0.34% 0.36% 372 -53 -0.88% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History No change 5,944 885 0.03% 0.03% 373 0 0.0% Q4 2025 Jan 14, 2026
J. Mark Nickell & Co. History New 5,927 883 0.82% — 374 +5,927 New Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 5,879 875 0.04% 0.04% 375 +18 0.31% Q4 2025 Feb 10, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 5,879 875 0.58% 0.58% 376 0 0.0% Q4 2025 Jan 09, 2026
XML Financial, LLC History Added to 5,869 874 0.07% 0.06% 378 +563 10.61% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Added to 5,872 874 0.03% 0.03% 377 +90 1.56% Q4 2025 Feb 04, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 5,800 864 0.1% 0.1% 379 +180 3.2% Q4 2025 Jan 26, 2026
Front Row Advisors LLC History No change 5,790 862 0.29% 0.28% 380 0 0.0% Q4 2025 Feb 12, 2026
CI INVESTMENTS INC. History Added to 5,750 856 0.0% 0.0% 381 +400 7.48% Q4 2025 Feb 12, 2026
Quadrant Private Wealth Management, LLC History Reduced 5,736 854 0.14% 0.16% 382 -137 -2.33% Q4 2025 Jan 26, 2026
Talisman Wealth Advisors LLC History Added to 5,698 851 0.66% 0.57% 384 +978 20.72% Q4 2025 Feb 20, 2026
Bangor Savings Bank History Reduced 5,714 851 0.07% 0.07% 383 -97 -1.67% Q4 2025 Jan 16, 2026
Farrell Financial LLC History Reduced 5,684 846 0.5% 0.52% 385 -4 -0.07% Q4 2025 Jan 12, 2026
Aaron Wealth Advisors LLC History Reduced 5,674 845 0.05% 0.06% 386 -1,381 -19.57% Q4 2025 Jan 21, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 5,535 837 0.04% — 388 +5,535 New Q4 2025 Feb 03, 2026
Waverly Advisors, LLC History Added to 5,623 837 0.01% 0.01% 387 +169 3.1% Q4 2025 Feb 17, 2026
Bell Investment Advisors, Inc History Reduced 5,546 826 0.13% 0.13% 389 -12 -0.22% Q4 2025 Feb 24, 2026
Metis Global Partners, LLC History Added to 5,491 818 0.02% 0.02% 390 +551 11.15% Q4 2025 Feb 11, 2026
SUTTON PLACE INVESTORS LLC History Reduced 5,497 818 0.45% 0.48% 391 -262 -4.55% Q4 2025 Jan 21, 2026
BECKER CAPITAL MANAGEMENT INC History New 5,489 817 0.02% — 392 +5,489 New Q4 2025 Feb 13, 2026
Shotwell Rutter Baer Inc History Reduced 5,397 812 0.49% 0.52% 393 -68 -1.24% Q4 2025 Jan 12, 2026
OMNI 360 Wealth, Inc. History Reduced 5,360 806 0.41% 0.44% 394 -85 -1.56% Q4 2025 Jan 29, 2026
PFG Advisors History Added to 5,384 802 0.04% 0.03% 395 +649 13.71% Q4 2025 Jan 27, 2026
IFP Advisors, Inc History Reduced 5,370 800 0.02% 0.02% 396 -41 -0.76% Q4 2025 Feb 06, 2026
Cornerstone Financial Group, LLC /NE/ History Reduced 5,354 797 0.56% 0.64% 397 -353 -6.19% Q4 2025 Feb 11, 2026
THEORY FINANCIAL LLC History Reduced 5,271 796 0.27% 0.28% 398 -235 -4.27% Q4 2025 Feb 10, 2026
Detalus Advisors, LLC History Reduced 5,300 789 0.19% 0.2% 399 -25 -0.47% Q4 2025 Feb 03, 2026
Spire Wealth Management History Added to 5,218 777 0.03% 0.03% 400 +1 0.02% Q4 2025 Jan 14, 2026
Kelsey Financial, LLC History New 5,207 775 0.67% — 401 +5,207 New Q4 2025 Jan 23, 2026
ASPIRIANT, LLC History Added to 5,146 766 0.02% 0.02% 402 +64 1.26% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 5,229 765 0.0% 0.0% 403 +154 3.03% Q4 2025 Feb 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 5,105 760 0.08% 0.08% 404 -167 -3.17% Q4 2025 Jan 27, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 5,101 759 0.05% 0.1% 405 -3,990 -43.89% Q4 2025 Feb 11, 2026
Resonant Capital Advisors, LLC History No change 5,048 752 0.04% 0.04% 406 0 0.0% Q4 2025 Jan 29, 2026
Rothschild Wealth LLC History Added to 5,009 746 0.07% 0.15% 407 +126 2.58% Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 4,961 739 0.04% — 408 +4,961 New Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 4,899 729 0.02% 0.02% 409 +13 0.27% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Added to 4,778 722 0.03% 0.02% 410 +1,110 30.26% Q4 2025 Jan 09, 2026
Intrua Financial, LLC History Added to 4,825 718 0.08% 0.08% 411 +55 1.15% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,801 715 0.03% 0.03% 412 -3 -0.06% Q4 2025 Feb 17, 2026
MOTIVE WEALTH ADVISORS History New 4,789 713 0.3% — 413 +4,789 New Q4 2025 Jan 15, 2026
APS Management Group, Inc. History Added to 4,772 711 0.61% 0.61% 414 +8 0.17% Q4 2025 Jan 28, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 4,765 709 0.08% 0.08% 415 +9 0.19% Q4 2025 Jan 12, 2026
Main Street Financial Solutions, LLC History No change 4,758 708 0.05% 0.04% 416 0 0.0% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 4,742 706 0.02% 0.02% 417 -85 -1.76% Q4 2025 Feb 05, 2026
Brewster Financial Planning LLC History Reduced 4,743 706 0.43% 0.44% 418 -59 -1.23% Q4 2025 Jan 14, 2026
US BANCORP \DE\ History Added to 4,686 698 0.0% 0.0% 419 +1,290 37.99% Q4 2025 Jan 30, 2026
Great Diamond Partners, LLC History Reduced 4,684 697 0.13% 0.14% 420 -451 -8.78% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 4,670 695 0.02% 0.02% 421 -99 -2.08% Q4 2025 Jan 23, 2026
Asempa Wealth Advisors History New 4,649 692 0.6% — 422 +4,649 New Q4 2025 Jan 08, 2026
FC Advisory LLC History Added to 4,636 690 0.2% 0.2% 423 +26 0.56% Q4 2025 Jan 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 4,620 688 0.1% 0.11% 424 +9 0.2% Q4 2025 Jan 12, 2026
Rosenberg Matthew Hamilton History Reduced 4,607 686 0.14% 0.25% 425 -3,269 -41.51% Q4 2025 Jan 05, 2026
Kingsview Wealth Management, LLC History Added to 4,600 685 0.01% 0.01% 426 +55 1.21% Q4 2025 Feb 09, 2026
Capasso Planning Partners LLC History Reduced 4,525 674 0.37% 0.44% 427 -416 -8.42% Q4 2025 Feb 17, 2026
MBE Wealth Management, LLC History Added to 4,472 666 0.28% 0.27% 428 +226 5.32% Q4 2025 Jan 21, 2026
Independent Advisor Alliance History No change 4,446 662 0.02% 0.02% 429 0 0.0% Q4 2025 Feb 04, 2026
Greenspring Advisors, LLC History New 4,436 660 0.04% — 430 +4,436 New Q4 2025 Feb 10, 2026
Veridan Wealth LLC History Reduced 4,428 659 0.22% 0.22% 431 -53 -1.18% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 4,384 653 0.01% 0.01% 432 +93 2.17% Q4 2025 Jan 20, 2026
Meridian Financial Partners LLC History Added to 4,316 644 0.25% 0.24% 433 +349 8.8% Q4 2025 Feb 05, 2026
WealthCollab, LLC History No change 4,311 642 0.26% 0.29% 434 0 0.0% Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History No change 4,243 632 0.01% 0.01% 435 0 0.0% Q4 2025 Feb 12, 2026
Diversified Enterprises, LLC History Reduced 4,231 630 0.04% 0.04% 436 -14 -0.33% Q4 2025 Jan 28, 2026
OPPENHEIMER & CO INC History Added to 4,170 621 0.01% 0.01% 437 +1,089 35.35% Q4 2025 Feb 02, 2026
EQ LLC History Added to 4,173 621 0.18% 0.16% 438 +836 25.05% Q4 2025 Feb 10, 2026
Archford Capital Strategies, LLC History No change 4,130 615 0.07% 0.07% 439 0 0.0% Q4 2025 Jan 15, 2026
Emergent Wealth Advisors, LLC History Added to 4,111 612 0.34% 0.34% 440 +22 0.54% Q4 2025 Jan 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 4,082 608 0.03% 0.03% 441 +135 3.42% Q4 2025 Jan 27, 2026
Old Peak Finance LLC History New 4,040 601 0.37% — 442 +4,040 New Q4 2025 Feb 10, 2026
Midwest Trust Co History Reduced 3,999 595 0.01% 0.01% 444 -295 -6.87% Q4 2025 Feb 04, 2026
Ancora Advisors LLC History Reduced 3,997 595 0.01% 0.01% 443 -26 -0.65% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Reduced 3,992 594 0.01% 0.02% 445 -8,113 -67.02% Q4 2025 Jan 26, 2026
Belpointe Asset Management LLC History Added to 3,976 592 0.02% 0.01% 446 +1,302 48.69% Q4 2025 Jan 27, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 3,972 591 0.04% 0.04% 447 +120 3.12% Q4 2025 Jan 23, 2026
VestGen Advisors, LLC History Reduced 3,937 586 0.02% 0.05% 449 -7,254 -64.82% Q4 2025 Feb 17, 2026
Bison Wealth, LLC History New 4,162 586 0.07% — 448 +4,162 New Q4 2025 Mar 24, 2026
AdvisorNet Financial, Inc History Added to 3,899 580 0.03% 0.03% 450 +242 6.62% Q4 2025 Jan 20, 2026
Oregon Pacific Wealth Management, LLC History Added to 3,875 577 0.6% 0.43% 451 +442 12.88% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 3,868 576 0.01% 0.01% 452 +4 0.1% Q4 2025 Feb 12, 2026
Tarbox Family Office, Inc. History Reduced 3,854 574 0.09% 0.24% 453 -7,424 -65.83% Q4 2025 Jan 21, 2026
Savvy Advisors, Inc. History Reduced 3,853 574 0.02% 0.03% 454 -819 -17.53% Q4 2025 Jan 20, 2026
Summit Financial, LLC History No change 3,848 573 0.01% 0.01% 455 0 0.0% Q4 2025 Feb 13, 2026
North Berkeley Wealth Management, LLC History No change 3,845 572 0.34% 0.44% 456 0 0.0% Q4 2025 Feb 10, 2026
Capital Investment Advisors, LLC History Added to 3,838 571 0.01% 0.01% 458 +187 5.12% Q4 2025 Jan 13, 2026
Alpha Cubed Investments, LLC History Added to 3,839 571 0.02% 0.02% 457 +7 0.18% Q4 2025 Feb 03, 2026
Legacy Wealth Managment, LLC/ID History New 3,809 567 0.27% — 459 +3,809 New Q4 2025 Feb 03, 2026
Legacy Edge Advisors, LLC History New 3,797 565 0.06% — 461 +3,797 New Q4 2025 Feb 02, 2026
Visionary Wealth Advisors History Added to 3,795 565 0.03% 0.03% 460 +9 0.24% Q4 2025 Feb 13, 2026
Destination Wealth Management History Added to 3,789 564 0.01% 0.01% 462 +448 13.41% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 3,779 562 0.49% — 464 +3,779 New Q4 2025 Feb 10, 2026
EASTERN BANK History Reduced 3,773 562 0.01% 0.01% 463 -840 -18.21% Q4 2025 Jan 14, 2026
Chatterton & Associates Inc. History New 3,752 558 0.48% — 468 +3,752 New Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 3,751 558 0.01% 0.01% 466 -415 -9.96% Q4 2025 Feb 10, 2026
Sherman Asset Management, Inc. History Added to 3,751 558 0.47% 0.47% 465 +39 1.05% Q4 2025 Feb 05, 2026
Golden State Wealth Management, LLC History Added to 3,752 558 0.06% 0.06% 467 +6 0.16% Q4 2025 Feb 13, 2026
Lantz Financial LLC History Reduced 3,740 557 0.12% 0.12% 469 -129 -3.33% Q4 2025 Jan 14, 2026
Rossby Financial, LCC History Reduced 3,733 556 0.17% 0.19% 470 -254 -6.37% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History New 3,729 555 0.08% — 471 +3,729 New Q4 2025 Jan 23, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 3,660 553 0.51% — 472 +3,660 New Q4 2025 Feb 18, 2026
Trek Financial, LLC History Added to 3,704 551 0.03% 0.03% 474 +20 0.54% Q4 2025 Feb 04, 2026
Estate Counselors, LLC History No change 3,700 551 0.05% 0.05% 473 0 0.0% Q4 2025 Feb 02, 2026
Financial Gravity Asset Management, Inc. History Reduced 3,692 550 0.11% 0.14% 475 -1,029 -21.8% Q4 2025 Feb 13, 2026
Peak Financial Management, Inc. History Reduced 3,682 548 0.14% 0.14% 476 -72 -1.92% Q4 2025 Jan 23, 2026
Magnus Financial Group LLC History Reduced 3,660 545 0.04% 0.04% 477 -71 -1.9% Q4 2025 Jan 07, 2026
COMMERCE BANK History Reduced 3,645 543 0.0% 0.0% 478 -50 -1.35% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History No change 3,632 541 0.03% 0.03% 479 0 0.0% Q4 2025 Feb 10, 2026
Baker Avenue Asset Management, LP History Added to 3,623 539 0.01% 0.01% 480 +130 3.72% Q4 2025 Feb 10, 2026
Gateway Wealth Partners, LLC History Added to 3,586 534 0.06% 0.04% 482 +1,445 67.49% Q4 2025 Feb 11, 2026
Quent Capital, LLC History Reduced 3,589 534 0.04% 0.05% 481 -347 -8.82% Q4 2025 Jan 29, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 3,552 529 0.09% 0.09% 483 +11 0.31% Q4 2025 Feb 11, 2026
CURTIS WEALTH MANAGEMENT LLC History New 3,498 528 0.46% — 484 +3,498 New Q4 2025 Feb 11, 2026
LIBRA WEALTH LLC History No change 3,544 527 0.15% 0.15% 485 0 0.0% Q4 2025 Jan 28, 2026
Syntegra Private Wealth Group, LLC History Reduced 3,524 525 0.05% 0.05% 486 -423 -10.72% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 3,518 524 0.03% 0.14% 487 -12,201 -77.62% Q4 2025 Jan 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 3,515 523 0.01% 0.01% 488 -19 -0.54% Q4 2025 Feb 03, 2026
Heritage Family Offices, LLP History Reduced 3,475 517 0.23% 0.31% 489 -1,034 -22.93% Q4 2025 Jan 12, 2026
5T Wealth, LLC History Reduced 3,452 514 0.21% 0.22% 490 -50 -1.43% Q4 2025 Jan 27, 2026
Legacy Wealth Partners, LLC History New 3,435 511 0.13% — 491 +3,435 New Q4 2025 Feb 17, 2026
RKL Wealth Management LLC History Added to 3,430 510 0.04% 0.04% 492 +11 0.32% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 3,395 505 0.01% 0.01% 493 +55 1.65% Q4 2025 Feb 09, 2026
Capital Analysts, LLC History Reduced 3,384 504 0.02% 0.02% 494 -321 -8.66% Q4 2025 Feb 11, 2026
CORE WEALTH ADVISORS, LLC History New 3,366 501 0.39% — 495 +3,366 New Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 3,335 496 0.0% 0.0% 496 +246 7.96% Q4 2025 Feb 12, 2026
NWF Advisory Services Inc. History Reduced 3,300 491 0.05% 0.05% 498 -67 -1.99% Q4 2025 Mar 03, 2026
Tanager Wealth Management LLP History No change 3,298 491 0.05% 0.05% 497 0 0.0% Q4 2025 Jan 26, 2026
Sovereign Financial Group, Inc. History Reduced 3,293 490 0.08% 0.12% 500 -1,051 -24.19% Q4 2025 Jan 07, 2026
Caprock Group, LLC History Reduced 3,292 490 0.01% 0.01% 499 -215 -6.13% Q4 2025 Jan 28, 2026
CX Institutional History Added to 3,280 489 0.01% 0.01% 501 +10 0.31% Q4 2025 Feb 02, 2026
BCU Wealth Advisors, LLC History Added to 3,272 487 0.19% 0.19% 502 +49 1.52% Q4 2025 Jan 30, 2026
TABLEAUX LLC History Reduced 3,235 481 0.34% 0.38% 503 -3,235 -50.0% Q4 2025 Feb 17, 2026
Farmers National Bank History New 3,214 478 0.11% — 504 +3,214 New Q4 2025 Mar 12, 2026
Wealthcare Advisory Partners LLC History Reduced 3,190 475 0.01% 0.02% 506 -2,890 -47.53% Q4 2025 Jan 14, 2026
STOCK YARDS BANK & TRUST CO History No change 3,192 475 0.01% 0.01% 505 0 0.0% Q4 2025 Jan 21, 2026
Gen-Wealth Partners Inc History Reduced 3,179 473 0.15% 0.19% 507 -723 -18.53% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 3,164 471 0.0% 0.0% 508 +1,236 64.11% Q4 2025 Feb 19, 2026
Andrews Advisory Associates, LLC History New 3,160 470 0.25% — 509 +3,160 New Q4 2025 Feb 18, 2026
Smithfield Trust Co History No change 3,149 469 0.02% 0.02% 510 0 0.0% Q4 2025 Feb 09, 2026
ASL Financial, LLC History New 3,137 467 0.37% — 511 +3,137 New Q4 2025 Jan 20, 2026
PDS Planning, Inc History Added to 3,134 466 0.03% 0.03% 512 +206 7.04% Q4 2025 Jan 26, 2026
BAILARD, INC. History Reduced 3,127 465 0.01% 0.01% 513 -102 -3.16% Q4 2025 Feb 04, 2026
Broussard Financial Group LLC History New 3,076 458 0.37% — 515 +3,076 New Q4 2025 Feb 02, 2026
MATHER GROUP, LLC. History Added to 3,077 458 0.0% 0.0% 514 +4 0.13% Q4 2025 Jan 13, 2026
Grey Fox Wealth Advisors, LLC History Reduced 3,063 456 0.09% 0.11% 516 -660 -17.73% Q4 2025 Feb 12, 2026
Payne Capital LLC History No change 3,052 454 0.46% 0.45% 517 0 0.0% Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Reduced 3,045 453 0.01% 0.01% 518 -55 -1.77% Q4 2025 Feb 12, 2026
Precision Wealth Strategies, LLC History Added to 3,038 452 0.15% 0.14% 519 +39 1.3% Q4 2025 Jan 30, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 2,992 446 0.07% 0.07% 521 +10 0.34% Q4 2025 Jan 08, 2026
VILLERE ST DENIS J & CO LLC History No change 3,000 446 0.04% 0.04% 520 0 0.0% Q4 2025 Jan 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 2,991 445 0.01% 0.01% 522 -50 -1.64% Q4 2025 Jan 27, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Reduced 2,964 441 0.13% 0.14% 523 -103 -3.36% Q4 2025 Feb 04, 2026
Liberty Atlantic Advisors LLC History New 2,941 438 0.43% — 524 +2,941 New Q4 2025 Feb 03, 2026
Valtinson Bruner Financial Planning LLC History Reduced 2,901 432 0.12% 0.16% 525 -779 -21.17% Q4 2025 Feb 09, 2026
NORTHLAND SECURITIES, INC. History New 2,884 429 0.41% — 526 +2,884 New Q4 2025 Jan 23, 2026
Barnes Wealth Management Group, Inc History No change 2,877 428 0.23% 0.23% 527 0 0.0% Q4 2025 Feb 24, 2026
Single Point Partners, LLC History Added to 2,863 426 0.08% 0.08% 528 +103 3.73% Q4 2025 Jan 26, 2026
Finley Financial, LLC History No change 2,860 426 0.2% 0.19% 529 0 0.0% Q4 2025 Jan 21, 2026
Northwest Capital Management Inc History Reduced 2,832 421 1.82% 2.26% 530 -11,903 -80.78% Q4 2025 Jan 26, 2026
W.H. Cornerstone Investments Inc. History Added to 2,826 421 0.25% 0.25% 531 +8 0.28% Q4 2025 Feb 10, 2026
Fort Point Capital Partners LLC History Added to 2,780 419 0.05% 0.05% 532 +77 2.85% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History Reduced 2,804 417 0.08% 0.09% 533 -32 -1.13% Q4 2025 Jan 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 2,799 416 0.01% 0.01% 534 -78 -2.71% Q4 2025 Jan 30, 2026
Prosperitas Financial LLC History Added to 2,786 415 0.16% 0.14% 535 +438 18.65% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Added to 2,785 414 0.0% 0.0% 539 +1,984 247.69% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 2,784 414 0.0% 0.0% 536 -1,169 -29.57% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Added to 2,781 414 0.02% 0.02% 537 +80 2.96% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 2,779 414 0.02% 0.02% 538 +1 0.04% Q4 2025 Feb 05, 2026
Venturi Wealth Management, LLC History Added to 2,778 413 0.02% 0.02% 540 +58 2.13% Q4 2025 Jan 22, 2026
Traveka Wealth, LLC History Reduced 2,763 411 0.17% 0.31% 542 -1,954 -41.42% Q4 2025 Jan 08, 2026
BARCLAYS PLC History No change 2,762 411 0.0% 0.0% 541 0 0.0% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 2,745 408 0.01% 0.01% 543 +422 18.17% Q4 2025 Feb 06, 2026
Freestone Capital Holdings, LLC History Added to 2,745 408 0.01% 0.01% 544 +268 10.82% Q4 2025 Jan 23, 2026
Weinberger Asset Management, Inc History New 2,738 407 0.15% — 545 +2,738 New Q4 2025 Feb 09, 2026
Csenge Advisory Group History Reduced 2,701 402 0.02% 0.02% 546 -141 -4.96% Q4 2025 Feb 06, 2026
Vivaldi Capital Management LP History No change 2,647 394 0.05% 0.05% 547 0 0.0% Q4 2025 Feb 13, 2026
NerdWallet Wealth Partners, LLC History Added to 2,639 393 0.18% 0.19% 548 +36 1.38% Q4 2025 Jan 13, 2026
Waldron Private Wealth LLC History No change 2,623 390 0.02% 0.02% 549 0 0.0% Q4 2025 Jan 14, 2026
Wealth Enhancement Trust Services, Inc. History New 2,614 389 0.05% — 551 +2,614 New Q4 2025 Jan 27, 2026
Ethic Inc. History Added to 2,612 389 0.01% 0.0% 550 +687 35.69% Q4 2025 Feb 03, 2026
Milestone Investment Advisors LLC History Reduced 2,595 386 0.09% 0.09% 553 -15 -0.57% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History No change 2,596 386 0.0% 0.0% 552 0 0.0% Q4 2025 Feb 09, 2026
American Money Management, LLC History New 2,584 384 0.06% — 554 +2,584 New Q4 2025 Feb 10, 2026
One Day In July LLC History Added to 2,565 382 0.03% 0.02% 556 +639 33.18% Q4 2025 Feb 04, 2026
Chesapeake Wealth Management History No change 2,565 382 0.11% 0.11% 555 0 0.0% Q4 2025 Feb 03, 2026
Leverty Financial Group, LLC History No change 2,552 380 0.09% 0.1% 557 0 0.0% Q4 2025 Jan 09, 2026
Seven Post Investment Office LP History No change 2,532 377 0.13% 0.13% 558 0 0.0% Q4 2025 Jan 29, 2026
WESBANCO BANK INC History Reduced 2,506 373 0.01% 0.01% 559 -227 -8.31% Q4 2025 Feb 03, 2026
Polaris Investment Advisors, LLC History New 2,499 372 0.27% — 560 +2,499 New Q4 2025 Jan 15, 2026
Elevation Wealth Management LLC History New 2,462 366 0.35% — 561 +2,462 New Q4 2025 Feb 12, 2026
Elwood & Goetz Wealth Advisory Group, LLC History New 2,439 363 0.06% — 562 +2,439 New Q4 2025 Jan 21, 2026
Argent Trust Co History No change 2,429 361 0.01% 0.01% 563 0 0.0% Q4 2025 Feb 10, 2026
CGC Financial Services, LLC History No change 2,421 360 0.1% 0.1% 564 0 0.0% Q4 2025 Feb 03, 2026
SEMITAM BONAM LLC History Reduced 2,409 358 0.3% 0.33% 565 -135 -5.31% Q4 2025 Jan 20, 2026
XTX Topco Ltd History New 2,397 357 0.01% — 567 +2,397 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 2,402 357 0.0% 0.0% 566 +278 13.09% Q4 2025 Feb 13, 2026
Aspen Wealth Strategies, LLC History No change 2,397 357 0.2% 0.19% 568 0 0.0% Q4 2025 Jan 28, 2026
Pettinga Financial Advisors LLC History No change 2,389 355 0.07% 0.07% 569 0 0.0% Q4 2025 Feb 12, 2026
Spectrum Planning & Advisory Services Inc. History Added to 2,382 354 0.18% 0.19% 571 +6 0.25% Q4 2025 Feb 10, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 2,379 354 0.11% 0.12% 570 +4 0.17% Q4 2025 Jan 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,373 353 0.0% 0.0% 572 +27 1.15% Q4 2025 Feb 06, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 2,354 350 0.09% 0.08% 573 0 0.0% Q4 2025 Jan 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 2,317 345 0.02% 0.01% 574 +714 44.54% Q4 2025 Jan 26, 2026
Oxinas Partners, LLC History Added to 2,304 343 0.17% 0.18% 576 +2 0.09% Q4 2025 Jan 26, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,306 343 0.07% 0.07% 575 0 0.0% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History No change 2,309 343 0.0% 0.0% 577 0 0.0% Q4 2025 Feb 17, 2026
Merkkuri Wealth Advisors LLC History Reduced 2,297 342 0.23% 0.24% 579 -1 -0.04% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History No change 2,265 342 0.0% 0.0% 578 0 0.0% Q4 2025 Jan 26, 2026
Buttonwood Financial Group, LLC History Reduced 2,254 341 0.18% 0.28% 581 -2,203 -49.43% Q4 2025 Jan 13, 2026
Bright Futures Wealth Management, LLC. History Added to 2,294 341 0.25% 0.21% 580 +438 23.6% Q4 2025 Feb 05, 2026
Trademark Financial Management, LLC History No change 2,290 341 0.19% 0.19% 582 0 0.0% Q4 2025 Jan 28, 2026
M3 Wealth Management, LLC History New 2,278 339 0.27% — 584 +2,278 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History No change 2,278 339 0.27% 0.31% 583 0 0.0% Q4 2025 Feb 09, 2026
Drucker Wealth 3.0, LLC History Added to 2,272 338 0.06% 0.05% 586 +188 9.02% Q4 2025 Feb 03, 2026
Sound View Wealth Advisors Group, LLC History No change 2,270 338 0.02% 0.02% 585 0 0.0% Q4 2025 Jan 08, 2026
Avantax Planning Partners, Inc. History No change 2,257 336 0.01% 0.01% 587 0 0.0% Q4 2025 Feb 05, 2026
Rede Wealth, LLC History New 2,247 334 0.12% — 589 +2,247 New Q4 2025 Jan 23, 2026
Bellwether Advisors, LLC History No change 2,248 334 0.05% 0.05% 588 0 0.0% Q4 2025 Feb 09, 2026
Kestra Investment Management, LLC History Reduced 2,209 329 0.01% 0.01% 591 -304 -12.1% Q4 2025 Feb 09, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,211 329 0.18% 0.18% 590 0 0.0% Q4 2025 Feb 18, 2026
BURLING WEALTH PARTNERS, LLC History No change 2,200 327 0.05% 0.05% 592 0 0.0% Q4 2025 Feb 06, 2026
Level Financial Advisors History No change 2,191 326 0.09% 0.09% 593 0 0.0% Q4 2025 Jan 26, 2026
Strategic Financial Concepts, LLC History New 2,155 320 0.29% — 595 +2,155 New Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History New 2,148 320 0.02% — 594 +2,148 New Q4 2025 Jan 07, 2026
Aureum Wealth Management, LLC History New 2,134 317 0.29% — 597 +2,134 New Q4 2025 Jan 28, 2026
Total Clarity Wealth Management, Inc. History No change 2,133 317 0.08% 0.08% 596 0 0.0% Q4 2025 Feb 02, 2026
MONECO ADVISORS, LLC History Added to 2,122 316 0.03% 0.03% 598 +25 1.19% Q4 2025 Feb 04, 2026
Vertex Planning Partners, LLC History Added to 2,121 315 0.07% 0.05% 599 +204 10.64% Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History Reduced 2,092 314 0.03% 0.03% 600 -122 -5.51% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History No change 2,103 313 0.0% 0.0% 601 0 0.0% Q4 2025 Feb 03, 2026
Atlas Private Wealth Advisors History Reduced 2,083 310 0.07% 0.1% 602 -596 -22.25% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Reduced 2,076 309 0.01% 0.01% 604 -45 -2.12% Q4 2025 Jan 28, 2026
SeaCrest Wealth Management, LLC History No change 2,055 309 0.03% 0.03% 603 0 0.0% Q4 2025 Jan 12, 2026
Worth Financial Advisory Group, LLC History No change 2,080 309 0.15% 0.17% 605 0 0.0% Q4 2025 Jan 16, 2026
Founders Financial Alliance, LLC History No change 2,069 308 0.06% 0.06% 606 0 0.0% Q4 2025 Feb 12, 2026
WRAPMANAGER INC History Reduced 2,064 307 0.1% 0.11% 607 -351 -14.53% Q4 2025 Feb 06, 2026
CHANNEL WEALTH LLC History Added to 2,053 305 0.08% 0.07% 608 +369 21.91% Q4 2025 Feb 03, 2026
Carnegie Investment Counsel History Added to 2,035 303 0.01% 0.0% 609 +390 23.71% Q4 2025 Jan 23, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 2,015 300 0.07% 0.07% 610 +7 0.35% Q4 2025 Feb 09, 2026
Forum Financial Management, LP History Added to 2,011 299 0.0% 0.0% 611 +259 14.78% Q4 2025 Jan 27, 2026
ArborFi Advisors, LLC History Added to 1,997 297 0.24% 0.22% 612 +117 6.22% Q4 2025 Jan 29, 2026
Horizons Wealth Management History No change 1,991 296 0.19% 0.2% 613 0 0.0% Q4 2025 Jan 05, 2026
Quadcap Wealth Management, LLC History No change 1,992 296 0.03% 0.03% 614 0 0.0% Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Reduced 1,977 294 0.02% 0.05% 616 -1,473 -42.7% Q4 2025 Jan 13, 2026
FSA WEALTH PARTNERS, INC. History Reduced 1,976 294 0.11% 0.14% 615 -468 -19.15% Q4 2025 Jan 30, 2026
Note Advisors, LLC History No change 1,974 294 0.15% 0.17% 617 0 0.0% Q4 2025 Feb 18, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 1,972 293 0.0% 0.0% 619 +224 12.81% Q4 2025 Feb 02, 2026
Callan Family Office, LLC History Reduced 1,969 293 0.01% 0.01% 618 -20 -1.01% Q4 2025 Feb 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 1,963 292 0.08% 0.16% 621 -1,566 -44.38% Q4 2025 Feb 11, 2026
PECAUT & CO. History Added to 1,960 292 0.09% 0.07% 620 +482 32.61% Q4 2025 Feb 10, 2026
SAX WEALTH ADVISORS, LLC History Reduced 1,957 291 0.01% 0.02% 622 -17 -0.86% Q4 2025 Jan 12, 2026
Amplius Wealth Advisors, LLC History Reduced 1,953 290 0.02% 0.03% 624 -130 -6.24% Q4 2025 Jan 12, 2026
SAGE FINANCIAL GROUP INC History Reduced 1,950 290 0.02% 0.02% 623 -50 -2.5% Q4 2025 Jan 27, 2026
Litman Gregory Wealth Management LLC History Reduced 1,914 285 0.02% 0.04% 625 -1,510 -44.1% Q4 2025 Feb 12, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 1,905 283 0.02% 0.02% 626 -190 -9.07% Q4 2025 Feb 05, 2026
BKM Wealth Management, LLC History No change 1,900 283 0.1% 0.1% 627 0 0.0% Q4 2025 Jan 29, 2026
SageView Advisory Group, LLC History Reduced 1,867 278 0.01% 0.01% 629 -380 -16.91% Q4 2025 Feb 17, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 1,870 278 0.04% 0.04% 628 +117 6.67% Q4 2025 Feb 04, 2026
Fermata Advisors, LLC History New 1,862 277 0.07% — 632 +1,862 New Q4 2025 Jan 08, 2026
Avantra Family Wealth, Inc. History Added to 1,865 277 0.2% 0.2% 631 +6 0.32% Q4 2025 Jan 21, 2026
Tortoise Investment Management, LLC History No change 1,862 277 0.02% 0.02% 630 0 0.0% Q4 2025 Feb 06, 2026
Gallacher Capital Management LLC History No change 1,866 277 0.11% 0.11% 633 0 0.0% Q4 2025 Feb 03, 2026
Financial Engines Advisors L.L.C. History Reduced 1,859 276 0.0% 0.0% 636 -813 -30.43% Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History Reduced 1,853 276 0.02% 0.02% 635 -242 -11.55% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 1,859 276 0.01% 0.01% 634 -75 -3.88% Q4 2025 Feb 09, 2026
Seascape Capital Management History No change 1,848 275 0.08% 0.08% 637 0 0.0% Q4 2025 Jan 21, 2026
Apeiron RIA LLC History Reduced 1,809 274 0.06% 0.06% 638 -110 -5.73% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History Added to 1,833 273 0.01% 0.01% 639 +30 1.66% Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History No change 1,826 272 0.01% 0.01% 640 0 0.0% Q4 2025 Jan 29, 2026
Urban Wealth Management, LLC History New 1,824 271 0.25% — 641 +1,824 New Q4 2025 Jan 30, 2026
Vantus Wealth LLC History New 1,816 270 0.2% — 643 +1,816 New Q4 2025 Feb 10, 2026
MontVue Capital Management, Inc. History Reduced 1,819 270 0.18% 0.32% 642 -1,456 -44.46% Q4 2025 Jan 27, 2026
PINNACLE ASSOCIATES LTD History Reduced 1,787 266 0.0% 0.0% 644 -200 -10.07% Q4 2025 Feb 05, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,776 264 0.07% 0.08% 645 0 0.0% Q4 2025 Feb 09, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 1,772 263 0.09% 0.16% 649 -952 -34.95% Q4 2025 Jan 08, 2026
MOLLER WEALTH PARTNERS History Reduced 1,766 263 0.06% 0.06% 646 -337 -16.02% Q4 2025 Jan 08, 2026
Braun-Bostich & Associates Inc. History Added to 1,769 263 0.16% 0.16% 647 +51 2.97% Q4 2025 Jan 14, 2026
Cooper Financial Group History Reduced 1,769 263 0.03% 0.03% 648 -24 -1.34% Q4 2025 Jan 08, 2026
Advisory Alpha, LLC History Reduced 1,762 262 0.01% 0.04% 650 -8,621 -83.03% Q4 2025 Feb 06, 2026
Pine Valley Investments Ltd Liability Co History Reduced 1,749 260 0.01% 0.02% 651 -654 -27.22% Q4 2025 Feb 13, 2026
Schwallier Wealth Management LLC History Added to 1,721 259 0.17% 0.16% 652 +5 0.29% Q4 2025 Feb 11, 2026
Proactive Wealth Strategies LLC History Added to 1,740 259 0.1% 0.11% 654 +5 0.29% Q4 2025 Feb 05, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,740 259 0.02% 0.02% 653 0 0.0% Q4 2025 Feb 12, 2026
Pearl Planning LLC History New 1,732 258 0.16% — 655 +1,732 New Q4 2025 Feb 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,712 255 0.04% 0.04% 656 0 0.0% Q4 2025 Jan 14, 2026
MOTCO History Added to 1,708 254 0.02% 0.02% 658 +147 9.42% Q4 2025 Feb 06, 2026
Scarborough Advisors, LLC History Added to 1,711 254 0.04% 0.04% 659 +13 0.77% Q4 2025 Feb 17, 2026
Haverford Trust Co History No change 1,711 254 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History Reduced 1,694 252 0.02% 0.02% 660 -4 -0.24% Q4 2025 Feb 11, 2026
M3 Advisory Group, LLC History Added to 1,697 252 0.15% 0.15% 661 +1 0.06% Q4 2025 Jan 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,677 249 0.0% — 662 +1,677 New Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History New 1,674 249 0.05% — 663 +1,674 New Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History New 1,671 248 0.01% — 664 +1,671 New Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 1,643 244 0.01% 0.04% 665 -6,538 -79.92% Q4 2025 Feb 13, 2026
TD Capital Management LLC History Added to 1,609 239 0.02% 0.02% 666 +5 0.31% Q4 2025 Feb 26, 2026
TritonPoint Partners, LLC History New 1,603 238 0.13% — 668 +1,603 New Q4 2025 Feb 13, 2026
COURIER CAPITAL LLC History No change 1,598 238 0.01% 0.01% 667 0 0.0% Q4 2025 Jan 29, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History New 1,595 237 0.09% — 669 +1,595 New Q4 2025 Feb 12, 2026
Sterling Manor Financial, LLC History Reduced 1,593 237 0.15% 0.15% 670 -65 -3.92% Q4 2025 Jan 07, 2026
Trailhead Planners LLC History New 1,580 235 0.23% — 672 +1,580 New Q4 2025 Feb 12, 2026
Graves Light Lenhart Wealth, Inc. History No change 1,579 235 0.02% 0.03% 671 0 0.0% Q4 2025 Jan 09, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 1,575 234 0.01% 0.02% 673 -76 -4.6% Q4 2025 Jan 23, 2026
Security Financial Services, INC. History Reduced 1,556 231 0.04% 0.04% 675 -206 -11.69% Q4 2025 Jan 27, 2026
Stratos Investment Management, LLC History No change 1,556 231 0.01% 0.01% 674 0 0.0% Q4 2025 Jan 20, 2026
Financially in Tune, LLC History New 1,550 230 0.21% — 676 +1,550 New Q4 2025 Feb 27, 2026
Commonwealth Financial Services, LLC History No change 1,537 228 0.04% 0.04% 677 0 0.0% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Reduced 1,527 227 0.01% 0.01% 678 -33 -2.12% Q4 2025 Jan 30, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 1,528 227 0.01% 0.01% 679 -20 -1.29% Q4 2025 Feb 17, 2026
Fire Capital Management LLC History New 1,519 226 0.11% — 683 +1,519 New Q4 2025 Feb 03, 2026
Russell Investments Group, Ltd. History Added to 1,522 226 0.0% 0.0% 681 +284 22.94% Q4 2025 Feb 17, 2026
Bragg Financial Advisors, Inc History Added to 1,518 226 0.01% 0.01% 680 +30 2.02% Q4 2025 Feb 13, 2026
Frederick Financial Consultants, LLC History No change 1,522 226 0.12% 0.12% 682 0 0.0% Q4 2025 Feb 10, 2026
Centurion Wealth Management LLC History Added to 1,515 225 0.05% 0.05% 684 +90 6.32% Q4 2025 Jan 14, 2026
Cherry Creek Investment Advisors, Inc. History Reduced 1,488 221 0.09% 0.1% 686 -100 -6.3% Q4 2025 Jan 15, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1,487 221 0.01% 0.01% 685 -8 -0.54% Q4 2025 Jan 14, 2026
Clark Capital Management Group, Inc. History No change 1,475 219 0.0% 0.0% 687 0 0.0% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History New 1,446 215 0.02% — 688 +1,446 New Q4 2025 Feb 13, 2026
Arcadia Wealth Management, Inc. History No change 1,441 214 0.12% 0.13% 689 0 0.0% Q4 2025 Feb 10, 2026
Institute for Wealth Management, LLC. History Reduced 1,435 213 0.02% 0.74% 690 -47,634 -97.08% Q4 2025 Jan 27, 2026
Advisor OS, LLC History New 1,418 211 0.02% — 692 +1,418 New Q4 2025 Feb 04, 2026
Investors Research Corp History Added to 1,418 211 0.04% 0.04% 691 +75 5.58% Q4 2025 Jan 06, 2026
Capital Advantage, Inc. History New 1,415 210 0.03% — 693 +1,415 New Q4 2025 Jan 07, 2026
Essex LLC History New 1,410 210 0.04% — 694 +1,410 New Q4 2025 Jan 20, 2026
Alta Wealth Advisors LLC History New 1,402 208 0.07% — 696 +1,402 New Q4 2025 Feb 03, 2026
Foguth Wealth Management, LLC. History New 1,400 208 0.03% — 697 +1,400 New Q4 2025 Jan 05, 2026
Sage Financial Management Group, Inc. History No change 1,399 208 0.06% 0.06% 695 0 0.0% Q4 2025 Feb 05, 2026
NOVUS ADVISORS, LLC History Reduced 1,395 207 0.46% 0.49% 700 -76 -5.17% Q4 2025 Feb 13, 2026
GGM Financials LLC History Added to 1,396 207 0.1% 0.1% 699 +3 0.22% Q4 2025 Feb 04, 2026
Hobart Private Capital, LLC History No change 1,394 207 0.04% 0.04% 698 0 0.0% Q4 2025 Jan 27, 2026
Valtrion Capital Management, LLC History Reduced 1,373 204 0.2% 0.22% 701 -6 -0.44% Q4 2025 Feb 11, 2026
Edgestream Partners, L.P. History New 1,363 203 0.01% — 702 +1,363 New Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 1,365 203 0.01% 0.02% 703 -200 -12.78% Q4 2025 Feb 02, 2026
Jackson Wealth Management, LLC History New 1,359 202 0.02% — 704 +1,359 New Q4 2025 Jan 20, 2026
Fiduciary Alliance LLC History New 1,359 202 0.01% — 705 +1,359 New Q4 2025 Jan 22, 2026
OARSMAN CAPITAL, INC. History Reduced 1,352 201 0.03% 0.03% 706 -38 -2.73% Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History New 1,342 200 0.03% — 707 +1,342 New Q4 2025 Jan 27, 2026
Bank of New Hampshire History New 1,320 196 0.04% — 708 +1,320 New Q4 2025 Mar 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,294 192 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 22, 2026
Abound Wealth Management History Added to 1,094 162 0.04% 0.03% 710 +194 21.56% Q4 2025 Jan 12, 2026
Navalign, LLC History New 1,079 160 0.04% — 711 +1,079 New Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,068 159 0.0% 0.0% 712 -14 -1.29% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History No change 1,035 154 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 02, 2026
Tanglewood Legacy Advisors, LLC History No change 1,000 148 0.06% 0.06% 714 0 0.0% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History No change 982 146 0.01% 0.01% 715 0 0.0% Q4 2025 Jan 26, 2026
Financial Perspectives, Inc History No change 954 142 0.04% 0.04% 716 0 0.0% Q4 2025 Jan 28, 2026
JNBA Financial Advisors History New 910 135 0.01% — 717 +910 New Q4 2025 Jan 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 885 131 0.0% 0.0% 718 0 0.0% Q4 2025 Feb 03, 2026
Larson Financial Group LLC History Reduced 871 129 0.0% 0.02% 720 -2,939 -77.14% Q4 2025 Feb 06, 2026
Balentine LLC History No change 871 129 0.0% 0.0% 719 0 0.0% Q4 2025 Feb 02, 2026
MCF Advisors LLC History New 865 128 0.01% — 721 +865 New Q4 2025 Feb 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 837 126 0.0% 0.0% 722 0 0.0% Q4 2025 Jan 28, 2026
BOK Financial Private Wealth, Inc. History No change 849 126 0.01% 0.01% 723 0 0.0% Q4 2025 Feb 06, 2026
DT Investment Partners, LLC History New 782 116 0.01% — 724 +782 New Q4 2025 Feb 10, 2026
MeadowBrook Investment Advisors LLC History No change 746 111 0.09% 0.09% 725 0 0.0% Q4 2025 Jan 14, 2026
New Republic Capital, LLC History No change 719 107 0.03% 0.03% 726 0 0.0% Q4 2025 Feb 10, 2026
Winthrop Capital Management, LLC History No change 719 107 0.02% 0.03% 727 0 0.0% Q4 2025 Feb 10, 2026
Clearstead Trust, LLC History No change 659 98 0.02% 0.02% 728 0 0.0% Q4 2025 Feb 09, 2026
Key FInancial Inc History Added to 632 94 0.02% 0.02% 729 +61 10.68% Q4 2025 Feb 09, 2026
Center for Financial Planning, Inc. History No change 588 87 0.01% 0.01% 730 0 0.0% Q4 2025 Feb 05, 2026
Transamerica Financial Advisors, LLC History Added to 572 85 0.01% 0.0% 731 +172 43.0% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History New 568 84 0.0% — 732 +568 New Q4 2025 Feb 12, 2026
BLUELINE ADVISORS LLC History New 562 83 0.07% — 733 +562 New Q4 2025 Feb 10, 2026
Nalls Sherbakoff Group, LLC History No change 550 81 0.06% 0.05% 734 0 0.0% Q4 2025 Mar 12, 2026
NBC SECURITIES, INC. History No change 542 80 0.01% 0.01% 735 0 0.0% Q4 2025 Jan 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 527 78 0.01% 0.01% 736 0 0.0% Q4 2025 Jan 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 510 75 0.0% 0.0% 737 0 0.0% Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 492 73 0.0% 0.01% 738 -91 -15.61% Q4 2025 Feb 06, 2026
Centerpoint Advisors, LLC History Added to 484 72 0.02% 0.02% 739 +47 10.76% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History Reduced 480 71 0.01% 0.04% 740 -1,040 -68.42% Q4 2025 Jan 30, 2026
Cornerstone Planning Group LLC History Added to 460 69 0.01% 0.01% 741 +51 12.47% Q4 2025 Feb 02, 2026
Investors Portfolio Services LLC History New 460 68 0.06% — 742 +460 New Q4 2025 Feb 09, 2026
GLENMEDE TRUST CO NA History New 422 62 0.0% — 743 +422 New Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 411 61 0.0% 0.05% 744 -363,189 -99.89% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 411 61 0.02% 0.03% 747 -120 -22.6% Q4 2025 Feb 11, 2026
Archer Investment Corp History No change 413 61 0.01% 0.01% 745 0 0.0% Q4 2025 Jan 30, 2026
Addison Advisors LLC History No change 414 61 0.01% 0.01% 746 0 0.0% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History No change 385 57 0.0% 0.0% 748 0 0.0% Q4 2025 Feb 13, 2026
DHJJ Financial Advisors, Ltd. History No change 365 54 0.02% 0.02% 749 0 0.0% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History Added to 358 53 0.01% 0.01% 750 +172 92.47% Q4 2025 Jan 29, 2026
Key Capital Management, INC History New 313 46 0.05% — 751 +313 New Q4 2025 Jan 26, 2026
Johnson Financial Group, Inc. History No change 292 43 0.0% 0.0% 752 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Reduced 282 42 0.01% 0.01% 754 -140 -33.18% Q4 2025 Feb 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 282 42 0.03% 0.02% 753 +111 64.91% Q4 2025 Feb 10, 2026
Commonwealth Retirement Investments LLC History New 280 41 0.01% — 755 +280 New Q4 2025 Feb 11, 2026
AMERIFLEX GROUP, INC. History Reduced 272 40 0.02% 0.03% 756 -271 -49.91% Q4 2025 Feb 18, 2026
United Financial Planning Group LLC History Added to 270 40 0.02% 0.02% 757 +1 0.37% Q4 2025 Feb 11, 2026
Kilter Group LLC History Added to 264 39 0.02% 0.01% 758 +90 51.72% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 257 38 0.0% 0.0% 759 0 0.0% Q4 2025 Jan 12, 2026
Fortitude Family Office, LLC History Reduced 247 36 0.01% 0.02% 760 -194 -43.99% Q4 2025 Jan 15, 2026
Caitlin John, LLC History No change 247 36 0.02% 0.02% 761 0 0.0% Q4 2025 Feb 18, 2026
Triumph Capital Management History New 232 34 0.01% — 763 +232 New Q4 2025 Feb 12, 2026
BOKF, NA History No change 229 34 0.0% 0.0% 762 0 0.0% Q4 2025 Feb 03, 2026
Concord Wealth Partners History No change 222 33 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 29, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 209 31 0.01% 0.01% 765 0 0.0% Q4 2025 Jan 23, 2026
Rice Partnership, LLC History No change 204 30 0.0% 0.0% 766 0 0.0% Q4 2025 Feb 10, 2026
Camelot Portfolios, LLC History New 329 28 0.02% — 767 +329 New Q4 2025 Jan 29, 2026
Trust Co History No change 189 28 0.0% 0.0% 768 0 0.0% Q4 2025 Jan 15, 2026
PROFFITT & GOODSON INC History No change 183 27 0.0% 0.0% 769 0 0.0% Q4 2025 Jan 27, 2026
ELEVATE WEALTH ADVISORY, INC History No change 176 26 0.02% 0.02% 770 0 0.0% Q4 2025 Jan 27, 2026
Cape Investment Advisory, Inc. History No change 168 25 0.01% 0.02% 771 0 0.0% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Reduced 161 24 0.0% 0.02% 772 -2,106 -92.9% Q4 2025 Jan 21, 2026
Elyxium Wealth, LLC History New 168 24 0.01% — 773 +168 New Q4 2025 Feb 05, 2026
Salomon & Ludwin, LLC History Reduced 151 22 0.0% 0.0% 774 -10 -6.21% Q4 2025 Jan 28, 2026
Creative Capital Management Investments LLC History No change 154 22 0.01% 0.01% 775 0 0.0% Q4 2025 Jan 23, 2026
Quest 10 Wealth Builders, Inc. History No change 137 20 0.02% 0.02% 776 0 0.0% Q4 2025 Jan 29, 2026
Bernard Wealth Management Corp. History No change 140 20 0.01% 0.01% 777 0 0.0% Q4 2025 Jan 15, 2026
GAMMA Investing LLC History Reduced 129 19 0.0% 0.0% 779 -475 -78.64% Q4 2025 Jan 05, 2026
Benson Wealth Management INC History New 134 19 0.02% — 781 +134 New Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 133 19 0.01% — 780 +133 New Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 132 19 0.0% 0.0% 778 0 0.0% Q4 2025 Feb 10, 2026
Community Bank, N.A. History No change 125 18 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 04, 2026
Signature Resources Capital Management, LLC History No change 123 18 0.01% 0.01% 783 0 0.0% Q4 2025 Jan 21, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 121 18 0.01% 0.01% 784 0 0.0% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Added to 101 15 0.0% 0.0% 785 +9 9.78% Q4 2025 Feb 20, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 99 14 0.01% 0.01% 786 0 0.0% Q4 2025 Jan 26, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 77 11 0.02% — 787 +77 New Q4 2025 Jan 28, 2026
OAK HARBOR WEALTH PARTNERS, LLC History New 66 9 0.0% — 790 +66 New Q4 2025 Feb 02, 2026
Strategic Wealth Advisors LLC History New 61 9 0.01% — 793 +61 New Q4 2025 Feb 03, 2026
IAG Wealth Partners, LLC History Reduced 65 9 0.0% 0.0% 789 -35 -35.0% Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History No change 62 9 0.0% 0.0% 788 0 0.0% Q4 2025 Feb 18, 2026
United Community Bank History No change 66 9 0.0% 0.0% 791 0 0.0% Q4 2025 Jan 30, 2026
Wiser Advisor Group LLC History No change 64 9 0.01% 0.01% 792 0 0.0% Q4 2025 Feb 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 58 8 0.0% 0.0% 794 0 0.0% Q4 2025 Jan 30, 2026
Atlantic Union Bankshares Corp History New 48 7 0.0% — 795 +48 New Q4 2025 Feb 04, 2026
Hanson & Doremus Investment Management History No change 49 7 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 45 6 0.0% — 798 +45 New Q4 2025 Feb 13, 2026
Capitol Family Office, Inc. History Reduced 41 6 0.01% 0.01% 799 -1 -2.38% Q4 2025 Jan 26, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 43 6 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 09, 2026
Measured Wealth Private Client Group, LLC History New 33 4 0.0% — 801 +33 New Q4 2025 Feb 10, 2026