SCHWAB STRATEGIC TRUST - FNDF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 146,483,938 6,622,538 1.03% 1.01% 1 -670,894 -0.46% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,458,748 855,752 1.16% 1.17% 2 +632,562 3.55% Q4 2025 Jan 08, 2026
REGIONS FINANCIAL CORP History New 9,160,980 414,167 2.65% — 3 +9,160,980 New Q4 2025 Jan 27, 2026
MORGAN STANLEY History Added to 8,650,706 391,098 0.02% 0.02% 4 +2,435,053 39.18% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,100,126 366,206 0.03% 0.02% 5 +882,632 12.23% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 6,032,995 272,751 0.17% 0.17% 6 -7,812 -0.13% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 5,983,471 270,512 0.05% 0.05% 7 +68,387 1.16% Q4 2025 Feb 13, 2026
Auto-Owners Insurance Co History Added to 3,640,000 164,655 3.46% 3.0% 8 +937,000 34.67% Q4 2025 Mar 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 3,399,322 153,683 0.29% 0.28% 9 +236,951 7.49% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 3,242,688 146,601 0.08% 0.08% 10 0 0.0% Q4 2025 Feb 13, 2026
Mountain Capital Investment Advisors Inc. History Added to 2,644,572 127,441 20.56% 19.86% 11 +39,923 1.53% Q4 2025 Jan 28, 2026
AMERIPRISE FINANCIAL INC History Added to 2,596,530 117,366 0.03% 0.02% 12 +128,748 5.22% Q4 2025 Feb 17, 2026
FOSTER & MOTLEY INC History Reduced 2,491,559 112,643 6.01% 5.78% 13 -5,969 -0.24% Q4 2025 Jan 15, 2026
LPL Financial LLC History Added to 2,481,686 112,197 0.03% 0.03% 14 +198,788 8.71% Q4 2025 Feb 11, 2026
Boulay Financial Advisors, LLC History New 2,461,305 111,275 13.08% — 15 +2,461,305 New Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,201,679 99,537 0.03% 0.03% 16 +89,727 4.25% Q4 2025 Feb 10, 2026
FMR LLC History Reduced 1,848,887 83,588 0.0% 0.01% 17 -812,463 -30.53% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Reduced 1,602,045 72,428 1.62% 2.5% 18 -127,162 -7.35% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Added to 1,584,577 71,638 0.08% 0.08% 19 +54,263 3.55% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,413,995 63,926 0.01% 0.01% 20 +36,558 2.65% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,345,522 60,831 0.01% 0.0% 21 +1,165,697 648.24% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 1,344,284 60,775 2.64% 2.52% 22 +613 0.05% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 1,337,904 60,497 0.09% 0.08% 23 -46,602 -3.37% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 1,254,403 56,711 0.42% 0.43% 24 -49,868 -3.82% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 1,248,393 56,439 0.06% 0.05% 25 +226,465 22.16% Q4 2025 Feb 06, 2026
Strata Wealth Advisors, LLC History Reduced 1,241,026 56,106 15.61% 14.73% 26 -57,750 -4.45% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Added to 1,195,046 54,028 6.21% 5.76% 27 +152,829 14.66% Q4 2025 Jan 12, 2026
Trust Co History Reduced 1,149,491 51,968 4.87% 5.07% 28 -4,259 -0.37% Q4 2025 Jan 15, 2026
ALPS ADVISORS INC History Reduced 1,131,219 51,142 0.3% 0.28% 29 -26,850 -2.32% Q4 2025 Feb 12, 2026
Capital Advantage, Inc. History Added to 1,103,954 49,909 6.73% 6.86% 30 +42,502 4.0% Q4 2025 Jan 07, 2026
Capital Advisors Wealth Management, LLC History Added to 1,072,904 48,505 6.61% 6.15% 31 +69,532 6.93% Q4 2025 Jan 21, 2026
Nadler Financial Group, Inc. History Added to 1,068,140 48,290 4.49% 4.25% 32 +30,835 2.97% Q4 2025 Jan 28, 2026
Hardy Reed LLC History Added to 1,063,427 48,077 3.43% 3.29% 33 +24,760 2.38% Q4 2025 Feb 06, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 1,057,708 47,818 4.29% 3.97% 34 +6,418 0.61% Q4 2025 Jan 30, 2026
Charles Schwab Trust Co History Added to 1,045,570 47,270 3.11% 3.01% 35 +13,203 1.28% Q4 2025 Jan 09, 2026
Private Advisor Group, LLC History Added to 1,030,345 46,581 0.22% 0.21% 36 +19,510 1.93% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 1,016,315 45,947 0.01% 0.0% 37 +1,000,680 6400.26% Q4 2025 Feb 17, 2026
Verde Capital Management History Added to 981,015 44,351 9.46% 8.96% 38 +40,124 4.26% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 922,533 41,707 0.01% 0.01% 39 +136,223 17.32% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 902,587 40,805 0.05% 0.05% 40 +33,323 3.83% Q4 2025 Feb 13, 2026
MFA WEALTH ADVISORS, LLC History Added to 896,932 40,550 8.57% 8.36% 41 +5,967 0.67% Q4 2025 Jan 14, 2026
Pallas Capital Advisors LLC History Added to 854,093 38,613 1.27% 1.27% 42 +53,270 6.65% Q4 2025 Jan 14, 2026
Johnson Bixby & Associates, LLC History Added to 851,372 38,490 4.77% 4.5% 43 +34,976 4.28% Q4 2025 Jan 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 823,303 37,222 0.1% 0.1% 44 +10,133 1.25% Q4 2025 Feb 05, 2026
JANE STREET GROUP, LLC History Reduced 820,159 37,079 0.01% 0.01% 45 -845,905 -50.77% Q4 2025 Feb 12, 2026
Arlington Financial Advisors, LLC History Added to 808,487 36,551 5.24% 5.0% 46 +17,236 2.18% Q4 2025 Jan 12, 2026
Barry Investment Advisors, LLC History Reduced 793,737 35,884 7.99% 7.85% 47 -174 -0.02% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 782,249 35,365 0.1% 0.05% 48 +365,464 87.69% Q4 2025 Jan 26, 2026
Unison Advisors LLC History Added to 781,514 35,332 3.09% 2.99% 49 +19,406 2.55% Q4 2025 Jan 21, 2026
Resonant Capital Advisors, LLC History Added to 746,700 33,758 1.86% 1.73% 50 +55,436 8.02% Q4 2025 Jan 29, 2026
Opes Wealth Management LLC History Added to 714,490 32,302 5.27% 5.22% 51 +11,833 1.68% Q4 2025 Feb 02, 2026
Dynamic Advisor Solutions LLC History Added to 713,497 32,257 1.04% 0.86% 52 +26,369 3.84% Q4 2025 Jan 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 701,768 31,726 1.32% 1.24% 53 +15,575 2.27% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History Added to 685,355 30,984 4.9% 4.73% 54 +11,660 1.73% Q4 2025 Feb 24, 2026
Focus Financial Network, Inc. History Added to 657,138 29,709 1.03% 0.94% 55 +41,793 6.79% Q4 2025 Jan 12, 2026
ROYAL BANK OF CANADA History New 639,619 28,917 0.0% — 56 +639,619 New Q4 2025 Feb 17, 2026
WESCAP Management Group, Inc. History Reduced 637,395 28,816 5.84% 6.01% 57 -28,867 -4.33% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 632,632 28,601 0.0% 0.0% 58 +183,947 41.0% Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History Reduced 631,222 28,537 0.7% 0.69% 59 -3,627 -0.57% Q4 2025 Jan 28, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 610,738 27,611 0.87% 0.87% 60 -8,513 -1.37% Q4 2025 Jan 30, 2026
Solitude Financial Services History Reduced 576,304 26,054 8.59% 8.68% 61 -13,984 -2.37% Q4 2025 Jan 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 566,899 25,629 0.03% 0.04% 62 -128,277 -18.45% Q4 2025 Feb 12, 2026
Prairiewood Capital, LLC History Added to 549,436 24,839 7.71% 7.45% 63 +26,335 5.03% Q4 2025 Jan 26, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 548,291 24,788 8.59% 8.06% 64 +36,484 7.13% Q4 2025 Jan 27, 2026
Opus Capital Group, LLC History Added to 540,769 24,448 2.65% 2.58% 65 +6,860 1.28% Q4 2025 Jan 30, 2026
MAI Capital Management History Added to 532,648 24,081 0.14% 0.13% 66 +58,287 12.29% Q4 2025 Feb 13, 2026
CABOT WEALTH MANAGEMENT INC History Added to 530,689 23,992 2.65% 2.41% 67 +24,108 4.76% Q4 2025 Feb 03, 2026
Focus Partners Wealth History Added to 521,126 22,771 0.03% 0.03% 68 +22,126 4.43% Q4 2025 Feb 13, 2026
Creative Planning History Added to 494,307 22,347 0.02% 0.01% 69 +42,317 9.36% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Reduced 486,927 22,013 1.58% 1.58% 70 -9,200 -1.85% Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Reduced 486,816 22,008 0.12% 0.13% 71 -6,615 -1.34% Q4 2025 Feb 03, 2026
Savant Capital, LLC History Reduced 478,997 21,655 0.12% 0.13% 72 -14,173 -2.87% Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 472,655 21,369 0.41% 0.39% 73 +14,746 3.22% Q4 2025 Feb 12, 2026
Red Tortoise LLC History Added to 457,602 20,688 8.78% 7.84% 74 +36,608 8.7% Q4 2025 Jan 22, 2026
Seven Springs Wealth Group, LLC History Reduced 456,135 20,621 5.89% 4.77% 75 -3,107 -0.68% Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History New 452,251 20,446 0.4% — 76 +452,251 New Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Reduced 445,359 20,134 1.12% 1.29% 77 -126,344 -22.1% Q4 2025 Feb 06, 2026
Maia Wealth LLC History Added to 393,522 20,128 3.44% 2.36% 78 +78,524 24.93% Q4 2025 Feb 17, 2026
Keudell/Morrison Wealth Management History New 433,575 19,601 4.12% — 79 +433,575 New Q4 2025 Feb 06, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 426,086 19,263 6.22% 6.3% 80 +4,461 1.06% Q4 2025 Feb 02, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 394,842 17,850 3.26% 3.23% 81 -3,331 -0.84% Q4 2025 Feb 09, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 391,467 17,698 2.07% 1.99% 82 +12,793 3.38% Q4 2025 Jan 12, 2026
Verum Partners LLC History Added to 388,938 17,583 3.54% 3.42% 83 +14,610 3.9% Q4 2025 Jan 14, 2026
JNBA Financial Advisors History Reduced 386,322 17,465 1.53% 1.53% 84 -5,411 -1.38% Q4 2025 Jan 26, 2026
Sound Portfolio Advisors, LLC History New 385,611 17,433 14.64% — 85 +385,611 New Q4 2025 Feb 05, 2026
MOLLER WEALTH PARTNERS History Reduced 383,993 17,360 3.64% 3.61% 86 -18,991 -4.71% Q4 2025 Jan 08, 2026
Latko Wealth Management, Ltd. History Added to 375,490 16,975 8.31% 3.82% 87 +199,906 113.85% Q4 2025 Feb 10, 2026
Certified Advisory Corp History Added to 365,336 16,516 1.5% 1.47% 88 +4,387 1.22% Q4 2025 Jan 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 355,454 16,070 0.04% 0.04% 89 -4,959 -1.38% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 345,119 15,602 0.41% 0.4% 90 -1,834 -0.53% Q4 2025 Jan 23, 2026
BEACON FINANCIAL PLANNING, INC History Added to 327,436 14,803 7.14% 6.99% 91 +13,165 4.19% Q4 2025 Jan 22, 2026
BlueSky Wealth Advisors, LLC History Reduced 325,924 14,735 1.94% 1.91% 92 -4,057 -1.23% Q4 2025 Jan 26, 2026
HHM Wealth Advisors, LLC History Reduced 322,126 14,563 1.71% 1.61% 93 -1,743 -0.54% Q4 2025 Jan 22, 2026
Vestmark Advisory Solutions, Inc. History Reduced 296,660 13,411 0.18% 0.36% 94 -137,579 -31.68% Q4 2025 Feb 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 291,873 13,269 0.02% 0.03% 95 -55,564 -15.99% Q4 2025 Feb 05, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 284,332 12,854 1.41% 1.3% 96 +18,917 7.13% Q4 2025 Feb 18, 2026
SOA Wealth Advisors, LLC. History Added to 280,290 12,671 2.14% 2.03% 97 +4,332 1.57% Q4 2025 Jan 20, 2026
Westover Capital Advisors, LLC History Added to 279,246 12,624 2.3% 2.21% 98 +504 0.18% Q4 2025 Feb 09, 2026
CENTRAL TRUST Co History Added to 276,292 12,491 0.24% 0.21% 99 +47,843 20.94% Q4 2025 Feb 02, 2026
Clarkston Capital Partners, LLC History Added to 274,126 12,393 0.29% 0.1% 100 +164,586 150.25% Q4 2025 Feb 13, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 266,240 12,036 3.29% 3.17% 101 +12,661 4.99% Q4 2025 Jan 26, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 264,541 11,959 2.74% 2.53% 102 +19,333 7.88% Q4 2025 Jan 06, 2026
Alpha Omega Wealth Management LLC History Added to 262,329 11,859 1.97% 1.83% 103 +6,390 2.5% Q4 2025 Jan 22, 2026
J.E. Simmons & Co., P.C. History New 258,276 11,676 7.57% — 104 +258,276 New Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 257,403 11,637 0.33% 0.33% 105 +5,174 2.05% Q4 2025 Jan 20, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 244,129 11,037 0.71% 0.71% 106 -1,114 -0.45% Q4 2025 Jan 20, 2026
Your Advocates Ltd., LLP History Reduced 240,610 10,877 3.55% 3.51% 107 -3,155 -1.29% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 239,671 10,835 0.02% 0.01% 108 +131,031 120.61% Q4 2025 Mar 16, 2026
FINANCIAL CONSULATE, INC History Reduced 234,290 10,592 1.45% 1.45% 109 -5,391 -2.25% Q4 2025 Jan 22, 2026
Cerro Pacific Wealth Advisors LLC History Added to 233,097 10,538 2.84% 2.61% 110 +11,302 5.1% Q4 2025 Feb 02, 2026
Cherry Tree Wealth Management, LLC History Added to 232,481 10,510 2.22% 2.16% 111 +2,959 1.29% Q4 2025 Feb 10, 2026
MorganRosel Wealth Management, LLC History Added to 231,875 10,483 2.62% 2.3% 112 +25,503 12.36% Q4 2025 Feb 13, 2026
Bruce G. Allen Investments, LLC History Reduced 230,138 10,404 7.04% 7.11% 113 -786 -0.34% Q4 2025 Feb 10, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 230,042 10,400 4.84% 4.94% 114 -6,860 -2.9% Q4 2025 Jan 15, 2026
&PARTNERS History Added to 228,493 10,335 0.05% 0.06% 115 +6,858 3.09% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Added to 223,694 10,113 0.65% 0.65% 116 +1,492 0.67% Q4 2025 Feb 18, 2026
ASSETMARK, INC History Added to 215,993 9,765 0.02% 0.02% 117 +25,323 13.28% Q4 2025 Jan 23, 2026
Corient Private Wealth LLC History Reduced 214,814 9,712 0.01% 0.16% 118 -2,125,919 -90.82% Q4 2025 Mar 09, 2026
Quantinno Capital Management LP History Added to 212,448 9,604 0.02% 0.02% 119 +62,076 41.28% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 208,259 9,415 0.03% 0.03% 120 +25,200 13.77% Q4 2025 Feb 06, 2026
BEACON FINANCIAL GROUP History New 207,130 9,364 0.93% — 121 +207,130 New Q4 2025 Apr 01, 2026
VISIONARY HORIZONS, LLC History Added to 205,534 9,292 4.81% 4.07% 122 +35,806 21.1% Q4 2025 Jan 23, 2026
Summit Financial, LLC History Reduced 205,465 9,289 0.14% 0.14% 123 -1,505 -0.73% Q4 2025 Feb 13, 2026
Asset Allocation Strategies LLC History Added to 201,114 9,092 1.68% 1.62% 124 +10,683 5.61% Q4 2025 Feb 13, 2026
Lee Financial Co History Reduced 200,285 9,054 1.22% 1.1% 125 -4,226 -2.07% Q4 2025 Jan 22, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 198,621 8,980 0.11% 0.1% 126 +25,825 14.95% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 197,812 8,943 0.16% 0.17% 127 -2,005 -1.0% Q4 2025 Jan 16, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 196,261 8,872 0.86% 0.85% 128 +1,492 0.77% Q4 2025 Feb 06, 2026
Washington Trust Advisors, Inc. History Added to 192,361 8,696 0.66% 0.62% 129 +3,451 1.83% Q4 2025 Feb 03, 2026
OPPENHEIMER & CO INC History Added to 191,032 8,636 0.12% 0.1% 130 +9,191 5.05% Q4 2025 Feb 02, 2026
IFG Advisory, LLC History Added to 190,834 8,627 0.38% 0.37% 131 +3,399 1.81% Q4 2025 Feb 10, 2026
Sound Stewardship, LLC History Reduced 187,448 8,474 4.06% 3.9% 132 -1,529 -0.81% Q4 2025 Jan 30, 2026
PRINCIPAL SECURITIES, INC. History Added to 186,582 8,435 0.13% 0.12% 133 +17,748 10.51% Q4 2025 Feb 12, 2026
Towne Trust Company, N.A History Added to 183,454 8,293 2.59% 2.04% 134 +36,724 25.03% Q4 2025 Jan 26, 2026
William Mack & Associates, Inc. History Added to 176,996 8,001 3.77% 2.81% 135 +55,517 45.7% Q4 2025 Feb 09, 2026
Firestone Capital Management History Added to 175,287 7,924 1.68% 1.58% 136 +4,932 2.9% Q4 2025 Feb 09, 2026
Northland Capital Management LLC History Added to 174,585 7,892 4.42% 3.39% 137 +39,782 29.51% Q4 2025 Jan 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 168,169 7,846 0.37% 0.18% 138 +95,573 131.65% Q4 2025 Feb 03, 2026
Williams Financial, LLC History New 172,386 7,793 4.51% — 139 +172,386 New Q4 2025 Feb 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 168,458 7,615 0.09% 0.09% 140 +8,653 5.41% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 166,112 7,509 0.17% 0.15% 141 +29,030 21.18% Q4 2025 Feb 06, 2026
Ackerman Capital Advisors, LLC History Reduced 164,114 7,419 1.49% 1.6% 142 -14,006 -7.86% Q4 2025 Feb 11, 2026
Journey Advisory Group, LLC History New 163,205 7,378 0.62% — 143 +163,205 New Q4 2025 Jan 27, 2026
RHS Financial, LLC History Added to 162,806 7,360 3.59% 3.38% 144 +11,236 7.41% Q4 2025 Jan 16, 2026
NewEdge Advisors, LLC History Added to 157,673 7,128 0.03% 0.02% 145 +58,355 58.76% Q4 2025 Feb 18, 2026
Equitable Holdings, Inc. History Reduced 157,384 7,115 0.05% 0.05% 146 -14,976 -8.69% Q4 2025 Feb 17, 2026
Guardian Financial Partners, LLC History Reduced 157,183 7,106 3.0% 2.98% 147 -7,194 -4.38% Q4 2025 Jan 14, 2026
LongView Wealth Management History Added to 144,144 6,751 1.63% 1.64% 148 +3,435 2.44% Q4 2025 Jan 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 148,796 6,727 0.57% 0.6% 149 -15,062 -9.19% Q4 2025 Jan 15, 2026
Canandaigua National Trust Co of Florida History Reduced 146,417 6,619 4.14% 5.0% 150 -621 -0.42% Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 145,334 6,570 0.0% 0.0% 151 +38,067 35.49% Q4 2025 Feb 17, 2026
WealthCare Investment Partners, LLC History Reduced 142,784 6,552 1.91% 2.02% 152 -1,248 -0.87% Q4 2025 Jan 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 144,404 6,528 0.12% 0.12% 153 -4,887 -3.27% Q4 2025 Jan 23, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 143,281 6,477 0.89% 0.84% 154 -3,958 -2.69% Q4 2025 Jan 20, 2026
BENJAMIN EDWARDS INC History Added to 142,253 6,431 0.07% 0.07% 155 +5,268 3.85% Q4 2025 Feb 02, 2026
Forefront Wealth Partners, LLC History Added to 142,059 6,422 3.04% 1.49% 156 +4,016 2.91% Q4 2025 Feb 06, 2026
BCS Wealth Management History Added to 140,338 6,344 0.64% 0.38% 157 +101,020 256.93% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 139,195 6,292 0.01% 0.01% 158 +29,224 26.57% Q4 2025 Feb 18, 2026
Ifrah Financial Services, Inc. History Reduced 138,224 6,249 1.6% 1.57% 159 -2,989 -2.12% Q4 2025 Jan 22, 2026
Ausdal Financial Partners, Inc. History Added to 134,933 6,100 0.28% 0.26% 160 +10,453 8.4% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 133,668 6,043 0.01% 0.01% 161 +2,477 1.89% Q4 2025 Feb 13, 2026
Kuhn & Co Investment Counsel History Added to 131,947 5,965 3.98% 4.36% 162 +3,798 2.96% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 131,674 5,952 0.0% 0.0% 163 +66,229 101.2% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Reduced 131,519 5,945 0.07% 0.07% 164 -1,522 -1.14% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Added to 126,325 5,711 0.02% 0.0% 165 +103,627 456.55% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History Added to 125,025 5,652 0.47% 0.42% 166 +11,195 9.83% Q4 2025 Feb 02, 2026
ALESCO ADVISORS LLC History Reduced 124,682 5,636 0.15% 0.15% 167 -2,934 -2.3% Q4 2025 Jan 28, 2026
Ballast Financial Advisors LLC History New 122,177 5,523 5.69% — 168 +122,177 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 121,111 5,475 0.01% 0.01% 169 -12,669 -9.47% Q4 2025 Feb 11, 2026
Alhambra Investment Management LLC History Reduced 121,098 5,474 2.55% 2.54% 170 -3,590 -2.88% Q4 2025 Jan 15, 2026
Aprio Wealth Management, LLC History Added to 86,589 5,392 0.31% 0.27% 171 +23,776 37.85% Q4 2025 Jan 29, 2026
Sanctuary Advisors, LLC History Added to 117,608 5,317 0.03% 0.01% 172 +62,688 114.14% Q4 2025 Jan 29, 2026
PARK AVENUE SECURITIES LLC History Added to 117,309 5,304 0.04% 0.03% 173 +14,434 14.03% Q4 2025 Jan 05, 2026
Cooke Wealth Management, LLC History New 111,143 5,241 4.57% — 174 +111,143 New Q4 2025 Jan 21, 2026
Total Clarity Wealth Management, Inc. History Added to 114,976 5,198 1.26% 1.17% 175 +12,082 11.74% Q4 2025 Feb 02, 2026
Occidental Asset Management, LLC History Added to 113,598 5,135 0.62% 0.6% 176 +1,495 1.33% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Added to 113,357 5,124 0.04% 0.03% 177 +23,958 26.8% Q4 2025 Feb 18, 2026
Stratos Wealth Partners, LTD. History Added to 111,502 5,041 0.06% 0.06% 178 +852 0.77% Q4 2025 Jan 20, 2026
Cerity Partners LLC History Added to 110,429 4,992 0.01% 0.01% 179 +421 0.38% Q4 2025 Feb 11, 2026
Wingate Wealth Advisors, Inc. History Added to 109,272 4,940 2.76% 3.09% 180 +5,587 5.39% Q4 2025 Jan 28, 2026
EP Wealth Advisors, LLC History New 107,413 4,856 0.03% — 181 +107,413 New Q4 2025 Feb 18, 2026
Timmons Wealth Management, LLC History New 107,380 4,854 4.78% — 182 +107,380 New Q4 2025 Feb 12, 2026
ACCESS FINANCIAL SERVICES, INC. History Added to 103,772 4,691 1.71% 1.6% 183 +1,055 1.03% Q4 2025 Jan 21, 2026
SAX WEALTH ADVISORS, LLC History New 102,718 4,643 0.22% — 184 +102,718 New Q4 2025 Jan 12, 2026
Merit Financial Group, LLC History Reduced 101,278 4,578 0.04% 0.08% 185 -95,434 -48.51% Q4 2025 Jan 26, 2026
Sovran Advisors, LLC History Added to 96,277 4,540 0.39% 0.04% 186 +86,246 859.79% Q4 2025 Jan 20, 2026
Waterfront Wealth Inc. History Added to 93,914 4,537 0.86% 0.8% 187 +3,990 4.44% Q4 2025 Jan 27, 2026
Birchwood Financial Partners, Inc. History New 99,889 4,515 4.48% — 188 +99,889 New Q4 2025 Feb 19, 2026
MidWestOne Financial Group, Inc. History No change 94,731 4,282 0.48% 0.49% 189 0 0.0% Q4 2025 Feb 12, 2026
WEALTHSPAN PARTNERS, LLC History Added to 92,560 4,184 1.52% 1.47% 190 +3,055 3.41% Q4 2025 Jan 27, 2026
Oath Planning, LLC History New 91,092 4,118 4.06% — 191 +91,092 New Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History Reduced 90,994 4,113 0.03% 0.02% 192 -1,520 -1.64% Q4 2025 Feb 17, 2026
Lunt Capital Management, Inc. History Reduced 90,837 4,106 1.54% 1.58% 193 -5,501 -5.71% Q4 2025 Jan 23, 2026
NorthCrest Asset Manangement, LLC History Added to 87,942 4,071 0.09% 0.08% 194 +11,617 15.22% Q4 2025 Jan 08, 2026
First Pacific Financial History Added to 83,645 3,781 0.49% 0.47% 195 +5,486 7.02% Q4 2025 Jan 16, 2026
True North Advisors, LLC History New 82,890 3,747 0.48% — 196 +82,890 New Q4 2025 Jan 22, 2026
Bleakley Financial Group, LLC History Reduced 81,969 3,705 0.06% 0.08% 197 -1,453 -1.74% Q4 2025 Feb 09, 2026
BFI Wealth Solutions, LLC History New 80,845 3,655 3.48% — 198 +80,845 New Q4 2025 Feb 19, 2026
Vivaldi Capital Management LP History Added to 80,045 3,618 0.49% 0.45% 199 +6,201 8.4% Q4 2025 Feb 13, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 79,112 3,576 1.18% 1.17% 200 -1,432 -1.78% Q4 2025 Jan 22, 2026
Brightwater Advisory LLC History Added to 78,974 3,570 2.41% 2.25% 201 +2,611 3.42% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 78,673 3,557 0.0% 0.0% 202 +53,673 214.69% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 78,550 3,551 0.03% 0.02% 203 +559 0.72% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 78,534 3,550 0.03% 0.02% 204 +10,806 15.95% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Reduced 76,766 3,470 0.08% 0.08% 205 -3,695 -4.59% Q4 2025 Feb 13, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 76,404 3,454 1.72% 1.68% 206 -2,007 -2.56% Q4 2025 Jan 30, 2026
JB Capital LLC History Added to 76,335 3,451 0.14% 0.11% 207 +18,000 30.86% Q4 2025 Jan 20, 2026
J.W. COLE ADVISORS, INC. History Added to 79,036 3,403 0.08% 0.06% 208 +5,760 7.86% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Added to 74,878 3,385 0.01% 0.01% 209 +8,039 12.03% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History No change 74,583 3,371 0.01% 0.01% 210 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 74,102 3,350 0.04% 0.01% 211 +60,630 450.04% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 71,831 3,247 0.02% — 212 +71,831 New Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Reduced 71,330 3,224 0.03% 0.03% 213 -733 -1.02% Q4 2025 Jan 13, 2026
Farther Finance Advisors, LLC History Added to 70,636 3,193 0.03% 0.01% 214 +56,772 409.49% Q4 2025 Jan 23, 2026
IFC & Insurance Marketing, Inc. History New 69,792 3,155 3.13% — 215 +69,792 New Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 66,050 2,986 0.08% 0.06% 216 +20,157 43.92% Q4 2025 Jan 30, 2026
HBK Sorce Advisory LLC History Reduced 59,479 2,970 0.07% 0.07% 217 -1,791 -2.92% Q4 2025 Feb 09, 2026
NOVEM GROUP History Reduced 64,441 2,913 0.33% 0.37% 218 -8,629 -11.81% Q4 2025 Jan 27, 2026
Kovitz Investment Group Partners, LLC History Reduced 63,117 2,853 0.06% 0.01% 219 -5,742 -8.34% Q4 2025 Feb 20, 2026
Princeton Global Asset Management LLC History Added to 62,800 2,839 0.46% 0.45% 220 +77 0.12% Q4 2025 Jan 20, 2026
Centurion Wealth Management LLC History Added to 61,105 2,762 0.6% 0.56% 221 +4,174 7.33% Q4 2025 Jan 14, 2026
Carrera Capital Advisors History Reduced 61,019 2,758 0.46% 0.48% 222 -758 -1.23% Q4 2025 Jan 30, 2026
Triad Wealth Partners, LLC History Added to 60,151 2,719 0.26% 0.28% 223 +9,685 19.19% Q4 2025 Jan 22, 2026
Whipplewood Advisors, LLC History Reduced 59,819 2,704 1.74% 1.78% 224 -3,280 -5.2% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 59,294 2,680 0.09% 0.05% 225 +31,594 114.06% Q4 2025 Jan 20, 2026
Kathmere Capital Management, LLC History Added to 58,490 2,644 0.18% 0.17% 226 +1,721 3.03% Q4 2025 Jan 13, 2026
AssuredPartners Investment Advisors, LLC History Added to 58,068 2,625 0.39% 0.09% 227 +48,681 518.6% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 56,172 2,539 0.03% 0.03% 228 +4,662 9.05% Q4 2025 Feb 02, 2026
Tempus Wealth Planning, LLC History Added to 54,910 2,482 0.57% 0.53% 229 +994 1.84% Q4 2025 Jan 16, 2026
Quadcap Wealth Management, LLC History Added to 54,552 2,466 0.28% 0.28% 230 +98 0.18% Q4 2025 Jan 29, 2026
Lakewood Asset Management LLC History Added to 53,561 2,421 1.42% 1.33% 231 +2,434 4.76% Q4 2025 Jan 26, 2026
Curtis Advisory Group, LLC History Added to 53,252 2,407 0.5% 0.45% 232 +7,056 15.27% Q4 2025 Jan 23, 2026
Hennion & Walsh Asset Management, Inc. History New 53,014 2,396 0.08% — 233 +53,014 New Q4 2025 Jan 14, 2026
Roehl & Yi Investment Advisors, LLC History New 57,751 2,389 0.95% — 234 +57,751 New Q4 2025 Feb 17, 2026
Haven Private, LLC History Reduced 52,295 2,364 1.03% 1.01% 235 -947 -1.78% Q4 2025 Feb 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 51,987 2,350 0.15% 0.14% 236 0 0.0% Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. History Added to 51,669 2,335 0.65% 0.51% 237 +11,574 28.87% Q4 2025 Jan 26, 2026
Quadrature Capital Ltd History New 51,477 2,327 0.02% — 238 +51,477 New Q4 2025 Feb 17, 2026
Aspiring Ventures, LLC History Added to 51,437 2,325 0.79% 0.74% 239 +1,190 2.37% Q4 2025 Jan 27, 2026
Perigon Wealth Management, LLC History Added to 51,391 2,323 0.04% 0.05% 240 +5 0.01% Q4 2025 Jan 16, 2026
Capital Square, LLC History Added to 49,391 2,232 1.14% 1.03% 241 +2,504 5.34% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 49,180 2,223 0.04% 0.04% 242 -9,298 -15.9% Q4 2025 Jan 22, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 49,049 2,217 0.01% 0.01% 243 +677 1.4% Q4 2025 Feb 12, 2026
Traub Capital Management LLC History Added to 48,302 2,183 2.1% 1.96% 244 +2,140 4.64% Q4 2025 Jan 29, 2026
L.K. Benson & Company, P.C. History Added to 48,127 2,175 1.09% 1.11% 245 +180 0.38% Q4 2025 Feb 06, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 47,642 2,153 0.22% 0.2% 246 +3,192 7.18% Q4 2025 Feb 12, 2026
Nicholas Hoffman & Company, LLC. History Added to 47,596 2,151 0.05% 0.04% 247 +9,651 25.43% Q4 2025 Feb 02, 2026
Financial Engines Advisors L.L.C. History Added to 47,333 2,139 0.0% 0.0% 248 +168 0.36% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 47,045 2,126 0.13% 0.1% 249 +5,279 12.64% Q4 2025 Jan 20, 2026
Composition Wealth, LLC History Reduced 46,307 2,093 0.03% 0.03% 250 -502 -1.07% Q4 2025 Feb 02, 2026
Nvest Wealth Strategies, Inc. History New 46,154 2,086 1.53% — 251 +46,154 New Q4 2025 Jan 28, 2026
Stratos Wealth Advisors, LLC History Reduced 45,800 2,070 0.1% 0.1% 252 -2,401 -4.98% Q4 2025 Jan 20, 2026
Clearview Wealth Advisors LLC History Reduced 45,634 2,063 1.31% 1.27% 253 -441 -0.96% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 45,521 2,058 0.1% 0.11% 254 +2,754 6.44% Q4 2025 Jan 28, 2026
Lido Advisors, LLC History Added to 47,354 2,043 0.01% 0.01% 255 +2,096 4.63% Q4 2025 Feb 10, 2026
Mason Investment Advisory Services, Inc. History Added to 44,934 2,031 0.1% 0.09% 256 +1,094 2.5% Q4 2025 Feb 12, 2026
Rollins Financial Advisors, LLC History Reduced 44,807 2,025 0.3% 0.31% 257 -2,992 -6.26% Q4 2025 Feb 04, 2026
Sowell Financial Services LLC History New 44,096 1,993 0.07% — 258 +44,096 New Q4 2025 Jan 21, 2026
RF&L WEALTH MANAGEMENT, LLC History Reduced 43,674 1,974 1.11% 1.19% 259 -3,325 -7.07% Q4 2025 Jan 09, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 43,661 1,973 0.97% 0.68% 260 +12,411 39.72% Q4 2025 Feb 17, 2026
McGrath & Associates, Inc. History Reduced 43,308 1,957 2.78% 2.87% 261 -1,677 -3.73% Q4 2025 Feb 10, 2026
Archford Capital Strategies, LLC History Reduced 43,106 1,948 0.23% 0.24% 262 -3,123 -6.76% Q4 2025 Jan 15, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 42,812 1,935 0.05% 0.06% 263 -2,300 -5.1% Q4 2025 Jan 12, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 42,537 1,923 1.33% 1.34% 264 +1,096 2.64% Q4 2025 Jan 23, 2026
Betterment LLC History Reduced 42,125 1,904 0.0% 0.0% 265 -2,171 -4.9% Q4 2025 Feb 12, 2026
Dupree Financial Group, LLC History Reduced 41,823 1,890 0.69% 0.7% 266 -1,025 -2.39% Q4 2025 Jan 29, 2026
Bristlecone Value Partners, LLC History New 41,002 1,853 2.14% — 267 +41,002 New Q4 2025 Feb 13, 2026
Magnolia Private Wealth, LLC History Reduced 40,843 1,846 1.29% 1.31% 268 -643 -1.55% Q4 2025 Feb 06, 2026
STAGE HARBOR FINANCIAL, LLC History No change 40,424 1,827 1.23% 1.27% 269 0 0.0% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 40,264 1,820 0.07% 0.05% 270 +8,473 26.65% Q4 2025 Jan 27, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 39,897 1,803 0.51% 0.55% 271 -1,569 -3.78% Q4 2025 Feb 11, 2026
Ethos Financial Group, LLC History Reduced 39,177 1,771 0.13% 0.14% 272 -2,636 -6.3% Q4 2025 Jan 20, 2026
Argos Wealth Advisors, LLC History New 39,165 1,770 0.48% — 273 +39,165 New Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Added to 38,993 1,762 0.0% 0.0% 274 +19,988 105.17% Q4 2025 Feb 12, 2026
Almanack Investment Partners, LLC. History Added to 38,712 1,750 0.3% 0.18% 275 +11,467 42.09% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Added to 38,712 1,750 0.04% 0.04% 276 +1,973 5.37% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 37,632 1,701 0.0% 0.0% 277 +5,718 17.92% Q4 2025 Jan 30, 2026
Westmount Partners, LLC History Added to 37,577 1,698 0.42% 0.42% 278 +111 0.3% Q4 2025 Jan 15, 2026
STIFEL FINANCIAL CORP History Added to 37,049 1,675 0.0% 0.0% 279 +2,303 6.63% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 36,451 1,657 0.11% 0.09% 280 +9,821 36.88% Q4 2025 Jan 15, 2026
GLENMEDE TRUST CO NA History New 36,562 1,652 0.01% — 281 +36,562 New Q4 2025 Feb 17, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 36,535 1,651 0.12% 0.09% 282 -1,365 -3.6% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History Added to 36,387 1,645 0.03% 0.03% 283 +2,792 8.31% Q4 2025 Feb 17, 2026
Directional Asset Management History New 35,313 1,596 1.4% — 284 +35,313 New Q4 2025 Jan 29, 2026
Stokes Family Office, LLC History Reduced 35,067 1,585 0.14% 0.63% 285 -118,722 -77.2% Q4 2025 Feb 18, 2026
Main Street Financial Solutions, LLC History Reduced 34,911 1,578 0.12% 0.1% 286 -93 -0.27% Q4 2025 Feb 17, 2026
Archvest Wealth Advisors, Inc. History Added to 33,848 1,530 0.98% 1.26% 287 +686 2.07% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History New 33,440 1,511 0.07% — 288 +33,440 New Q4 2025 Feb 02, 2026
Lutz Financial Services LLC History Reduced 33,329 1,506 0.1% 0.1% 289 -424 -1.26% Q4 2025 Feb 06, 2026
Creekside Partners History Added to 33,075 1,495 0.63% 0.62% 290 +81 0.25% Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 32,726 1,479 0.52% 0.53% 291 -1,530 -4.47% Q4 2025 Jan 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 32,559 1,472 0.23% 0.23% 292 +23 0.07% Q4 2025 Jan 14, 2026
JT Stratford LLC History Reduced 32,473 1,468 0.19% 0.19% 293 -1,393 -4.11% Q4 2025 Feb 12, 2026
17 CAPITAL PARTNERS, LLC History Reduced 32,283 1,459 0.75% 0.76% 294 -467 -1.43% Q4 2025 Feb 13, 2026
DDD Partners, LLC History Added to 32,175 1,454 0.09% 0.08% 295 +1,069 3.44% Q4 2025 Jan 22, 2026
WARNER FINANCIAL, INC History Added to 31,571 1,427 0.5% 0.42% 296 +5,259 19.99% Q4 2025 Jan 21, 2026
Brand Asset Management Group, Inc. History Reduced 30,383 1,373 0.38% 0.46% 297 -7,361 -19.5% Q4 2025 Feb 11, 2026
WealthShield Partners, LLC History Reduced 30,355 1,372 0.15% 0.19% 298 -7,878 -20.61% Q4 2025 Feb 03, 2026
Squarepoint Ops LLC History Added to 30,194 1,365 0.0% 0.0% 299 +21,213 236.2% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 30,000 1,356 0.0% — 300 +30,000 New Q4 2025 Feb 12, 2026
Marshall Financial Group, LLC History Reduced 29,705 1,342 0.26% 0.27% 301 -2,037 -6.42% Q4 2025 Jan 09, 2026
Solstein Capital, LLC History Added to 29,534 1,335 0.54% 0.0% 302 +29,436 30036.73% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 29,450 1,331 0.17% — 303 +29,450 New Q4 2025 Jan 27, 2026
Phil A. Younker & Associates, Ltd. History No change 29,230 1,321 0.92% 0.96% 304 0 0.0% Q4 2025 Jan 27, 2026
OMNI 360 Wealth, Inc. History Added to 27,866 1,314 0.67% 0.65% 305 +834 3.09% Q4 2025 Jan 29, 2026
Trivium Point Advisory, LLC History Reduced 29,058 1,313 0.13% 0.13% 306 -147 -0.5% Q4 2025 Jan 26, 2026
Allworth Financial LP History New 28,558 1,291 0.01% — 307 +28,558 New Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Added to 28,246 1,277 0.0% 0.0% 308 +2,924 11.55% Q4 2025 Feb 12, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 28,136 1,272 0.22% 0.21% 309 -538 -1.88% Q4 2025 Jan 26, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 28,054 1,268 0.31% 0.28% 310 +1,600 6.05% Q4 2025 Jan 20, 2026
Eagle Strategies LLC History Added to 27,747 1,254 0.16% 0.16% 311 +320 1.17% Q4 2025 Jan 23, 2026
Quadrant Private Wealth Management, LLC History Reduced 27,151 1,227 0.2% 0.22% 312 -411 -1.49% Q4 2025 Jan 26, 2026
Pacific Park Financial, Inc. History New 26,748 1,209 0.75% — 313 +26,748 New Q4 2025 Jan 30, 2026
KM Capital Management Ltd. History No change 26,690 1,206 0.62% 0.53% 314 0 0.0% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Reduced 26,523 1,199 0.02% 0.04% 315 -10,963 -29.25% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 26,508 1,198 0.01% 0.01% 316 +4,840 22.34% Q4 2025 Feb 11, 2026
Quantum Portfolio Management LLC History Reduced 26,284 1,188 0.52% 0.57% 317 -18,448 -41.24% Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 26,165 1,182 0.04% 0.04% 318 -522 -1.96% Q4 2025 Feb 02, 2026
Balentine LLC History Reduced 26,088 1,179 0.04% 0.04% 319 -365 -1.38% Q4 2025 Feb 02, 2026
Patten Group, Inc. History New 25,549 1,155 0.21% — 320 +25,549 New Q4 2025 Jan 23, 2026
DHJJ Financial Advisors, Ltd. History Reduced 25,070 1,133 0.38% 0.37% 321 -671 -2.61% Q4 2025 Jan 23, 2026
Wealth Advisory Team LLC History New 24,380 1,102 0.97% — 322 +24,380 New Q4 2025 Feb 05, 2026
First County Bank /CT/ History No change 24,277 1,097 0.57% 0.53% 323 0 0.0% Q4 2025 Jan 14, 2026
Invst, LLC History Added to 24,241 1,095 0.12% 0.1% 324 +3,347 16.02% Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History No change 24,230 1,095 0.3% 0.29% 325 0 0.0% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Added to 24,200 1,094 0.02% 0.01% 326 +2,693 12.52% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History Reduced 24,095 1,089 0.03% 0.09% 327 -8,058 -25.06% Q4 2025 Feb 10, 2026
MASECO LLP History New 24,076 1,088 0.05% — 328 +24,076 New Q4 2025 Jan 22, 2026
Swisher Financial Concepts, Inc. History Reduced 23,916 1,081 0.61% 0.63% 329 -730 -2.96% Q4 2025 Feb 10, 2026
CALTON & ASSOCIATES, INC. History Added to 23,795 1,075 0.16% 0.07% 330 +12,276 106.57% Q4 2025 Feb 10, 2026
N.E.W. Advisory Services LLC History Reduced 23,499 1,062 0.08% 0.11% 331 -5,297 -18.39% Q4 2025 Jan 28, 2026
Robertson Stephens Wealth Management, LLC History New 22,657 1,024 0.03% — 332 +22,657 New Q4 2025 Feb 02, 2026
LVW Advisors, LLC History Reduced 22,262 1,006 0.1% 0.1% 333 -436 -1.92% Q4 2025 Jan 14, 2026
CPC Advisors, LLC History Reduced 22,233 1,005 0.1% 0.1% 334 -309 -1.37% Q4 2025 Jan 28, 2026
Principia Wealth Advisory, LLC History Reduced 22,142 1,001 0.63% 0.85% 335 -6,521 -22.75% Q4 2025 Feb 10, 2026
Mayfair Advisory Group, LLC History Added to 21,459 984 0.38% 0.37% 336 +1,624 8.19% Q4 2025 Jan 21, 2026
NORTHERN TRUST CORP History Reduced 21,616 977 0.0% 0.0% 337 -180 -0.83% Q4 2025 Feb 17, 2026
Kaizen Financial Strategies History No change 21,443 969 0.43% 0.42% 338 0 0.0% Q4 2025 Jan 21, 2026
Asset Dedication, LLC History Added to 20,639 933 0.06% 0.06% 339 +7 0.03% Q4 2025 Jan 26, 2026
ALTFEST L J & CO INC History Added to 20,632 932 0.1% 0.1% 340 +257 1.26% Q4 2025 Jan 23, 2026
Integrated Advisors Network LLC History Reduced 20,613 931 0.04% 0.19% 342 -87,097 -80.86% Q4 2025 Feb 17, 2026
Asset Management Group, Inc. History Added to 20,594 931 0.15% 0.14% 341 +587 2.93% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 20,558 929 0.03% — 343 +20,558 New Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Added to 20,539 928 0.0% 0.0% 344 +1,503 7.9% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 20,391 921 0.27% 0.29% 345 0 0.0% Q4 2025 Feb 11, 2026
BETO FINANCIAL GROUP, LLC History New 18,681 910 0.61% — 346 +18,681 New Q4 2025 Feb 10, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 19,908 900 0.49% 0.48% 347 0 0.0% Q4 2025 Feb 02, 2026
Tumwater Wealth Management, LLC History No change 19,571 884 0.36% 0.37% 348 0 0.0% Q4 2025 Jan 29, 2026
Mosley Wealth Management History New 20,242 881 0.4% — 349 +20,242 New Q4 2025 Feb 12, 2026
Davidson Kahn Capital Management, LLC History Added to 19,437 878 0.46% 0.46% 350 +92 0.48% Q4 2025 Jan 28, 2026
COMERICA BANK History Reduced 19,401 877 0.0% 0.0% 351 -2,818 -12.68% Q4 2025 Jan 29, 2026
Bulwark Capital Corp History Added to 19,301 872 0.62% 0.4% 352 +7,258 60.27% Q4 2025 Jan 12, 2026
Larson Financial Group LLC History Reduced 19,152 865 0.03% 0.04% 353 -5,795 -23.23% Q4 2025 Feb 06, 2026
Everhart Financial Group, Inc. History Added to 19,109 863 0.08% 0.07% 354 +3,063 19.09% Q4 2025 Jan 07, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 19,033 860 0.2% 0.19% 355 +771 4.22% Q4 2025 Jan 23, 2026
NorthRock Partners, LLC History Added to 18,909 854 0.01% 0.01% 356 +2,398 14.52% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 18,797 849 0.0% 0.0% 357 +4,072 27.65% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 18,700 845 0.04% 0.04% 358 +1,033 5.85% Q4 2025 Jan 20, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 18,483 835 0.7% 0.64% 359 +302 1.66% Q4 2025 Jan 20, 2026
Diversified Portfolios, Inc. History No change 18,116 819 0.07% 0.07% 360 0 0.0% Q4 2025 Feb 09, 2026
Capital Investment Advisors, LLC History Added to 18,031 815 0.01% 0.01% 361 +4,133 29.74% Q4 2025 Jan 13, 2026
Modera Wealth Management, LLC History Added to 17,801 804 0.01% 0.01% 362 +4 0.02% Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Reduced 17,696 800 0.01% 0.01% 363 -9,024 -33.77% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 17,666 798 0.0% 0.0% 364 -1,036 -5.54% Q4 2025 Jan 30, 2026
TWO SIGMA SECURITIES, LLC History Added to 17,529 792 0.11% 0.07% 365 +6,041 52.59% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 17,509 791 0.01% 0.01% 366 +333 1.94% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Added to 17,388 786 0.02% 0.01% 367 +10,830 165.14% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 16,962 766 0.02% 0.02% 368 -3,646 -17.69% Q4 2025 Feb 05, 2026
PCA Investment Advisory Services Inc. History Reduced 16,886 763 0.27% 0.3% 370 -1,863 -9.94% Q4 2025 Feb 10, 2026
Stone Summit Wealth LLC History Reduced 16,882 763 0.21% 0.23% 369 -1,670 -9.0% Q4 2025 Jan 27, 2026
Triangle Securities Wealth Management History Added to 16,648 752 0.16% 0.15% 371 +1,305 8.51% Q4 2025 Jan 13, 2026
Francis Financial, Inc. History No change 16,654 752 0.15% 0.13% 372 0 0.0% Q4 2025 Feb 11, 2026
EQ WEALTH ADVISORS, LLC History Added to 16,627 751 0.44% 0.39% 373 +2,835 20.56% Q4 2025 Feb 02, 2026
Pathstone Holdings, LLC History New 16,316 737 0.0% — 375 +16,316 New Q4 2025 Feb 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 16,321 737 0.05% 0.04% 374 0 0.0% Q4 2025 Feb 12, 2026
Kelman-Lazarov, Inc. History Reduced 16,102 727 0.1% 0.1% 376 -28 -0.17% Q4 2025 Jan 26, 2026
Evanson Asset Management, LLC History Added to 16,052 725 0.04% 0.04% 377 +59 0.37% Q4 2025 Jan 12, 2026
Colonial Trust Co / SC History No change 16,029 724 0.1% 0.09% 378 0 0.0% Q4 2025 Feb 12, 2026
Walkner Condon Financial Advisors LLC History Added to 15,875 717 0.1% 0.11% 379 +253 1.62% Q4 2025 Jan 21, 2026
Wedmont Private Capital History Reduced 15,311 706 0.02% 0.03% 380 -882 -5.45% Q4 2025 Jan 08, 2026
KEYVANTAGE WEALTH, LLC History No change 15,589 704 0.3% 0.28% 381 0 0.0% Q4 2025 Feb 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 14,968 699 0.16% 0.17% 382 0 0.0% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 15,408 696 0.07% 0.08% 383 -411 -2.6% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 15,153 685 0.0% 0.0% 384 +660 4.55% Q4 2025 Feb 02, 2026
Clarity Capital Advisors, LLC History Added to 15,159 685 0.34% 0.34% 385 +442 3.0% Q4 2025 Feb 11, 2026
VANGUARD GROUP INC History Added to 15,051 680 0.0% 0.0% 386 +3,976 35.9% Q4 2025 Jan 29, 2026
Keystone Financial Group History Added to 15,041 680 0.05% 0.05% 387 +287 1.95% Q4 2025 Feb 06, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 15,033 679 0.16% 0.15% 388 +1,003 7.15% Q4 2025 Feb 17, 2026
APPLETON PARTNERS INC/MA History Reduced 14,656 663 0.04% 0.04% 389 -100 -0.68% Q4 2025 Jan 09, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 14,601 660 0.3% — 390 +14,601 New Q4 2025 Feb 17, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 14,580 659 0.16% 0.16% 391 0 0.0% Q4 2025 Jan 23, 2026
City Center Advisors, LLC History Added to 14,525 656 0.6% 0.58% 392 +723 5.24% Q4 2025 Jan 05, 2026
BOKF, NA History Reduced 14,471 654 0.01% 0.01% 393 -8,680 -37.49% Q4 2025 Feb 03, 2026
Synergy Investment Management, LLC History Added to 14,426 652 0.23% 0.15% 394 +5,177 55.97% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History Added to 14,364 649 0.04% 0.02% 395 +3,409 31.12% Q4 2025 Jan 30, 2026
Revolve Wealth Partners, LLC History No change 14,239 643 0.08% 0.07% 396 0 0.0% Q4 2025 Jan 20, 2026
Detalus Advisors, LLC History Added to 14,193 641 0.16% 0.15% 397 +945 7.13% Q4 2025 Feb 03, 2026
Index Technologies Group LLC History New 14,116 638 0.67% — 398 +14,116 New Q4 2025 Feb 12, 2026
PDS Planning, Inc History Added to 14,002 633 0.04% 0.04% 399 +59 0.42% Q4 2025 Jan 26, 2026
Independent Advisor Alliance History Added to 13,932 629 0.02% 0.01% 400 +8,029 136.02% Q4 2025 Feb 04, 2026
Downshift Financial, LLC History New 12,852 627 0.39% — 401 +12,852 New Q4 2025 Mar 11, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 13,841 625 0.14% 0.13% 402 0 0.0% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 13,732 620 0.03% 0.02% 403 +786 6.07% Q4 2025 Jan 21, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 13,541 612 0.07% 0.07% 404 -1,477 -9.83% Q4 2025 Jan 29, 2026
Red Mountain Financial, LLC History Reduced 13,118 593 0.58% 0.61% 405 -917 -6.53% Q4 2025 Jan 26, 2026
5T Wealth, LLC History No change 13,119 593 0.24% 0.25% 406 0 0.0% Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 12,963 586 0.04% 0.03% 407 +1,481 12.9% Q4 2025 Feb 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 12,913 583 0.01% 0.01% 408 -1,884 -12.73% Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 12,759 576 0.0% 0.0% 409 +7,777 156.1% Q4 2025 Jan 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 12,700 574 0.01% 0.01% 410 +1,484 13.23% Q4 2025 Feb 06, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 12,571 568 0.0% 0.0% 411 +1,525 13.81% Q4 2025 Feb 13, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 12,508 565 0.07% 0.07% 412 -58 -0.46% Q4 2025 Jan 15, 2026
Clearstead Advisors, LLC History Reduced 12,422 561 0.01% 0.01% 413 -1,063 -7.88% Q4 2025 Feb 09, 2026
J. Derek Lewis & Associates Inc. History New 12,257 554 0.13% — 414 +12,257 New Q4 2025 Mar 23, 2026
Values Added Financial LLC History No change 12,201 551 0.23% 0.23% 415 0 0.0% Q4 2025 Jan 16, 2026
Security Financial Services, INC. History Added to 12,186 550 0.09% 0.08% 416 +312 2.63% Q4 2025 Jan 27, 2026
Argent Trust Co History Reduced 11,970 541 0.02% 0.02% 417 -2,737 -18.61% Q4 2025 Feb 10, 2026
Cadence Bank History New 11,687 528 0.03% — 418 +11,687 New Q4 2025 Jan 30, 2026
Compound Planning, Inc. History Added to 11,621 525 0.02% 0.02% 419 +159 1.39% Q4 2025 Feb 19, 2026
Plante Moran Financial Advisors, LLC History Added to 11,548 522 0.03% 0.03% 420 +436 3.92% Q4 2025 Feb 05, 2026
Seed Wealth Management, Inc. History No change 11,549 522 0.36% 0.34% 421 0 0.0% Q4 2025 Jan 21, 2026
Concurrent Investment Advisors, LLC History Added to 11,502 520 0.01% 0.01% 422 +1,689 17.21% Q4 2025 Jan 29, 2026
Cambridge Financial Group, LLC History Added to 15,625 518 0.18% 0.21% 423 +450 2.97% Q4 2025 Jan 09, 2026
Csenge Advisory Group History Added to 11,355 513 0.02% 0.02% 425 +117 1.04% Q4 2025 Feb 06, 2026
Aviance Capital Partners, LLC History Added to 11,361 513 0.06% 0.06% 424 +45 0.4% Q4 2025 Feb 06, 2026
GeoWealth Management, LLC History Added to 11,206 506 0.02% 0.01% 426 +1,697 17.85% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 11,144 503 0.02% 0.02% 427 -1,484 -11.75% Q4 2025 Feb 11, 2026
Founders Financial Alliance, LLC History Reduced 11,086 501 0.09% 0.09% 428 -526 -4.53% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 11,025 498 0.01% 0.01% 430 -10,499 -48.78% Q4 2025 Feb 13, 2026
Accredited Investors Inc. History Reduced 11,017 498 0.03% 0.03% 429 -347 -3.05% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Added to 10,998 497 0.03% 0.01% 431 +5,431 97.56% Q4 2025 Feb 10, 2026
AE Wealth Management LLC History Added to 10,976 496 0.0% 0.0% 432 +1,641 17.58% Q4 2025 Jan 26, 2026
NBT BANK N A /NY History Reduced 10,970 495 0.03% 0.03% 433 -10 -0.09% Q4 2025 Jan 23, 2026
Private Wealth Management Group, LLC History No change 10,907 493 0.13% 0.13% 434 0 0.0% Q4 2025 Jan 23, 2026
HUB Investment Partners, LLC History Added to 10,866 491 0.01% 0.01% 435 +590 5.74% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 10,801 488 0.0% 0.0% 437 +10,654 7247.62% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 10,796 488 0.01% 0.01% 436 -1,854 -14.66% Q4 2025 Jan 22, 2026
D'Orazio & Associates, Inc. History No change 10,782 487 0.06% 0.06% 438 0 0.0% Q4 2025 Feb 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 10,751 486 0.01% 0.01% 439 0 0.0% Q4 2025 Jan 27, 2026
Glass Jacobson Investment Advisors llc History Reduced 10,732 485 0.17% 0.31% 440 -9,366 -46.6% Q4 2025 Jan 22, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 10,696 483 0.03% 0.03% 441 -32 -0.3% Q4 2025 Feb 10, 2026
LaSalle St. Investment Advisors, LLC History Added to 10,643 481 0.08% 0.08% 442 +15 0.14% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 10,619 480 0.02% 0.02% 443 -210 -1.94% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History Reduced 10,499 474 0.02% 0.02% 444 -2,958 -21.98% Q4 2025 Jan 13, 2026
SigFig Wealth Management, LLC History Added to 10,452 472 0.01% 0.01% 445 +384 3.81% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History New 10,404 470 0.01% — 446 +10,404 New Q4 2025 Feb 09, 2026
JMG Financial Group, Ltd. History Added to 10,313 466 0.01% 0.01% 447 +1,845 21.79% Q4 2025 Feb 10, 2026
Alpha Cubed Investments, LLC History Added to 10,206 461 0.02% 0.01% 448 +4,050 65.79% Q4 2025 Feb 03, 2026
EHRLICH FINANCIAL GROUP History Added to 10,120 457 0.26% 0.15% 449 +4,100 68.11% Q4 2025 Jan 06, 2026
Mutual Advisors, LLC History Added to 10,022 453 0.01% 0.01% 450 +1,015 11.27% Q4 2025 Feb 02, 2026
OneDigital Investment Advisors LLC History Reduced 10,009 452 0.0% 0.0% 451 -1,002 -9.1% Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History No change 9,979 451 0.07% 0.07% 452 0 0.0% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Added to 9,901 447 0.03% 0.03% 453 +332 3.47% Q4 2025 Feb 17, 2026
Monetary Solutions, Ltd History New 9,791 442 0.44% — 454 +9,791 New Q4 2025 Feb 23, 2026
Avantra Family Wealth, Inc. History Added to 9,764 441 0.32% 0.29% 456 +682 7.51% Q4 2025 Jan 21, 2026
Freestone Capital Holdings, LLC History Added to 9,761 441 0.01% 0.01% 455 +378 4.03% Q4 2025 Jan 23, 2026
Selective Wealth Management, Inc. History No change 9,088 428 0.13% 0.13% 457 0 0.0% Q4 2025 Jan 16, 2026
DIVERSIFIED MANAGEMENT INC History New 9,368 423 0.1% — 458 +9,368 New Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 9,257 418 0.03% 0.02% 459 +2,466 36.31% Q4 2025 Feb 03, 2026
SEI INVESTMENTS CO History New 9,234 417 0.0% — 460 +9,234 New Q4 2025 Feb 13, 2026
Frankly Finances, LLC History New 9,214 416 0.36% — 461 +9,214 New Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 9,192 415 0.01% 0.01% 462 +3,104 50.99% Q4 2025 Mar 12, 2026
Kingsview Wealth Management, LLC History Added to 9,162 414 0.01% 0.01% 463 +315 3.56% Q4 2025 Feb 09, 2026
Gambit Capital Management, LLC History New 9,148 413 0.3% — 465 +9,148 New Q4 2025 Feb 06, 2026
Werba Rubin Papier Wealth Management History No change 9,144 413 0.11% 0.06% 464 0 0.0% Q4 2025 Jan 27, 2026
Crusonia Wealth Advisors LLC History New 9,094 411 0.09% — 467 +9,094 New Q4 2025 Feb 18, 2026
Western Wealth Management, LLC History Reduced 9,099 411 0.02% 0.02% 466 -471 -4.92% Q4 2025 Feb 05, 2026
Addison Advisors LLC History No change 9,035 408 0.09% 0.09% 468 0 0.0% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 9,006 407 0.01% 0.01% 469 +1,042 13.08% Q4 2025 Feb 13, 2026
Canvas Wealth Advisors, LLC History No change 8,915 403 0.07% 0.07% 470 0 0.0% Q4 2025 Jan 12, 2026
WESPAC Advisors, LLC History Reduced 8,858 400 0.22% 0.48% 471 -10,282 -53.72% Q4 2025 Jan 14, 2026
Waverly Advisors, LLC History Reduced 8,848 400 0.0% 0.0% 472 -1,322 -13.0% Q4 2025 Feb 17, 2026
OBSIDIAN CIO, LLC History New 8,811 398 0.59% — 473 +8,811 New Q4 2025 Feb 18, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 8,764 396 0.01% 0.0% 474 +1,645 23.11% Q4 2025 Feb 10, 2026
Ellevest, Inc. History No change 8,673 392 0.05% 0.05% 475 0 0.0% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History No change 8,511 384 0.0% 0.01% 476 0 0.0% Q4 2025 Feb 03, 2026
Texas Yale Capital Corp. History No change 8,461 382 0.01% 0.01% 477 0 0.0% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Reduced 8,309 375 0.01% 0.01% 478 -2,555 -23.52% Q4 2025 Feb 11, 2026
Lauterbach Financial Advisors, LLC History Reduced 8,225 371 0.18% 0.18% 479 -108 -1.3% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 8,205 370 0.01% 0.06% 480 -14,423 -63.74% Q4 2025 Feb 04, 2026
Cassaday & Co Wealth Management LLC History Reduced 8,135 367 0.01% 0.01% 481 -225 -2.69% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Added to 8,107 366 0.03% 0.02% 482 +3,047 60.22% Q4 2025 Jan 29, 2026
CHOREO, LLC History Reduced 7,948 361 0.0% 0.01% 483 -1,986 -19.99% Q4 2025 Jan 23, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 7,954 359 0.05% 0.05% 484 +366 4.82% Q4 2025 Feb 05, 2026
HARBOUR INVESTMENTS, INC. History Reduced 7,922 358 0.01% 0.01% 485 -344 -4.16% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History No change 7,849 354 0.0% 0.0% 486 0 0.0% Q4 2025 Feb 09, 2026
William Howard & Co Financial Advisors Inc History Added to 7,822 353 0.3% 0.28% 487 +229 3.02% Q4 2025 Jan 21, 2026
MidAtlantic Capital Management, Inc. History Reduced 7,825 353 0.23% 0.23% 488 -108 -1.36% Q4 2025 Feb 10, 2026
Perissos Private Wealth Management, LLC History Added to 7,757 350 0.3% 0.19% 490 +1,676 27.56% Q4 2025 Feb 09, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Added to 7,762 350 0.37% 0.26% 491 +1,658 27.16% Q4 2025 Jan 20, 2026
CLUNE & ASSOCIATES, LTD. History Added to 7,747 350 0.08% 0.08% 492 +204 2.7% Q4 2025 Feb 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 7,754 350 0.04% 0.03% 489 +35 0.45% Q4 2025 Jan 27, 2026
KLCM Advisors, Inc. History New 7,736 349 0.03% — 493 +7,736 New Q4 2025 Feb 04, 2026
KCM INVESTMENT ADVISORS LLC History No change 7,715 348 0.01% 0.01% 494 0 0.0% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Added to 7,686 347 0.01% 0.01% 495 +245 3.29% Q4 2025 Feb 17, 2026
Brio Consultants, LLC History Added to 7,573 342 0.04% 0.03% 496 +2,580 51.67% Q4 2025 Feb 04, 2026
Berger Financial Group, Inc History Reduced 7,584 342 0.02% 0.02% 497 -124 -1.61% Q4 2025 Jan 27, 2026
FIRST HORIZON CORP History Reduced 7,558 341 0.02% 0.02% 498 -2,157 -22.2% Q4 2025 Jan 27, 2026
Auxano Advisors, LLC History Added to 7,528 340 0.07% 0.04% 500 +2,641 54.04% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 7,539 340 0.18% 0.14% 499 0 0.0% Q4 2025 Feb 12, 2026
Opus Financial Solutions LLC History New 7,499 339 0.32% — 501 +7,499 New Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 7,478 338 0.02% 0.03% 502 +27 0.36% Q4 2025 Jan 21, 2026
Facet Wealth, Inc. History Added to 6,912 336 0.01% 0.0% 504 +1,478 27.2% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Reduced 7,013 336 0.01% 0.01% 503 -1,312 -15.76% Q4 2025 Jan 28, 2026
Cresset Asset Management, LLC History Added to 7,445 336 0.0% 0.0% 505 +812 12.24% Q4 2025 Feb 17, 2026
Elgethun Capital Management History Added to 7,367 333 0.06% 0.06% 506 +78 1.07% Q4 2025 Feb 10, 2026
Apella Capital, LLC History New 7,298 329 0.01% — 507 +7,298 New Q4 2025 Jan 21, 2026
Caerus Investment Advisors, LLC History Added to 7,270 328 0.11% 0.13% 508 +40 0.55% Q4 2025 Feb 12, 2026
Vermillion Wealth Management, Inc. History New 7,240 327 0.13% — 509 +7,240 New Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History No change 7,227 326 0.0% 0.0% 510 0 0.0% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History No change 7,229 326 0.0% 0.0% 511 0 0.0% Q4 2025 Feb 12, 2026
Millstone Evans Group, LLC History New 7,190 325 0.19% — 512 +7,190 New Q4 2025 Feb 02, 2026
Curi Capital, LLC History New 7,175 324 0.01% — 514 +7,175 New Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Added to 7,183 324 0.01% 0.01% 513 +53 0.74% Q4 2025 Feb 04, 2026
Plan A Wealth LLC History Added to 7,100 320 0.16% 0.15% 515 +11 0.16% Q4 2025 Feb 06, 2026
Bell Bank History Reduced 6,994 316 0.01% 0.01% 516 -117 -1.65% Q4 2025 Jan 14, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 6,997 316 0.03% 0.02% 517 -16 -0.23% Q4 2025 Feb 06, 2026
Symphony Financial, Ltd. Co. History Added to 6,981 315 0.04% 0.03% 518 +2,167 45.01% Q4 2025 Feb 11, 2026
SEVEN MILE ADVISORY History Reduced 6,980 315 0.05% 0.06% 519 -1,020 -12.75% Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History Reduced 6,950 314 0.02% 0.03% 520 -5,000 -41.84% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History No change 6,944 313 0.03% 0.03% 521 0 0.0% Q4 2025 Jan 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 6,864 310 0.0% — 522 +6,864 New Q4 2025 Feb 17, 2026
PFG Advisors History Added to 6,858 310 0.02% 0.01% 523 +1,417 26.04% Q4 2025 Jan 27, 2026
OpenArc Corporate Advisory, LLC History New 6,773 306 0.01% — 524 +6,773 New Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Reduced 6,767 305 0.0% 0.0% 525 -4,622 -40.58% Q4 2025 Feb 12, 2026
Asio Capital, LLC History Added to 6,726 304 0.04% 0.03% 526 +1,407 26.45% Q4 2025 Jan 21, 2026
West Wealth Group, LLC History Reduced 6,676 301 0.06% 0.07% 527 -103 -1.52% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 6,645 300 0.02% 0.01% 528 +1,010 17.92% Q4 2025 Feb 17, 2026
ADE, LLC History No change 6,653 300 0.15% 0.14% 529 0 0.0% Q4 2025 Feb 10, 2026
Crescent Sterling, Ltd. History Added to 6,554 296 0.3% 0.29% 531 +230 3.64% Q4 2025 Jan 07, 2026
J. L. Bainbridge & Co., Inc. History Reduced 6,550 296 0.02% 0.02% 530 -128 -1.92% Q4 2025 Jan 14, 2026
Catalyst Investment Management LLC History New 6,526 295 0.28% — 533 +6,526 New Q4 2025 Feb 20, 2026
Smartleaf Asset Management LLC History Added to 6,504 295 0.01% 0.02% 532 +768 13.39% Q4 2025 Feb 13, 2026
WealthPLAN Partners, LLC History Reduced 6,503 294 0.04% 0.04% 534 -189 -2.82% Q4 2025 Feb 12, 2026
MCF Advisors LLC History Added to 6,485 293 0.02% 0.02% 536 +185 2.94% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 6,500 293 0.01% 0.01% 535 0 0.0% Q4 2025 Feb 03, 2026
Global Assets Advisory, LLC History Added to 6,480 292 0.08% 0.07% 537 +1,177 22.19% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Reduced 6,432 290 0.04% 0.07% 538 -6,029 -48.38% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History No change 6,386 288 0.0% 0.0% 539 0 0.0% Q4 2025 Jan 20, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 6,257 282 0.02% 0.02% 540 -97 -1.53% Q4 2025 Jan 28, 2026
Elite Financial, Inc. History Added to 6,199 280 0.13% 0.13% 543 +66 1.08% Q4 2025 Feb 12, 2026
Tortoise Investment Management, LLC History No change 6,196 280 0.02% 0.02% 541 0 0.0% Q4 2025 Feb 06, 2026
Manuka Financial, LLC History No change 6,214 280 0.17% 0.17% 542 0 0.0% Q4 2025 Jan 28, 2026
WHITTIER TRUST CO History No change 6,021 279 0.0% 0.0% 544 0 0.0% Q4 2025 Jan 26, 2026
Evercore Wealth Management, LLC History No change 6,186 279 0.0% 0.0% 545 0 0.0% Q4 2025 Feb 17, 2026
Gradient Investments LLC History No change 6,178 279 0.0% 0.0% 546 0 0.0% Q4 2025 Jan 08, 2026
Glenview Trust Co History No change 6,179 279 0.0% 0.0% 547 0 0.0% Q4 2025 Feb 09, 2026
WealthCollab, LLC History Added to 6,163 278 0.11% 0.01% 548 +5,401 708.79% Q4 2025 Jan 27, 2026
CFO4Life Group, LLC History Added to 6,084 275 0.04% 0.04% 550 +176 2.98% Q4 2025 Feb 06, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 6,088 275 0.1% 0.1% 549 -46 -0.75% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History Added to 5,961 269 0.02% 0.02% 551 +11 0.18% Q4 2025 Feb 03, 2026
Front Row Advisors LLC History Added to 5,924 267 0.09% 0.08% 552 +210 3.68% Q4 2025 Feb 12, 2026
Members Trust Co History No change 5,873 265 0.01% 0.01% 553 0 0.0% Q4 2025 Jan 15, 2026
LEUTHOLD GROUP, LLC History No change 5,781 261 0.03% 0.03% 554 0 0.0% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 5,749 260 0.01% 0.01% 555 -4,568 -44.28% Q4 2025 Feb 11, 2026
Soltis Investment Advisors LLC History New 5,731 259 0.02% — 556 +5,731 New Q4 2025 Apr 02, 2026
XTX Topco Ltd History New 5,721 258 0.01% — 557 +5,721 New Q4 2025 Feb 17, 2026
Wealth Forward, LLC History Added to 5,718 258 0.15% 0.13% 558 +488 9.33% Q4 2025 Jan 30, 2026
SFMG, LLC History New 5,676 256 0.02% — 559 +5,676 New Q4 2025 Feb 10, 2026
CHANNEL WEALTH LLC History Added to 5,666 256 0.06% 0.06% 560 +6 0.11% Q4 2025 Feb 03, 2026
New England Private Wealth Advisors LLC History No change 5,658 255 0.03% 0.03% 561 0 0.0% Q4 2025 Feb 13, 2026
Sonoma Private Wealth LLC History New 5,607 253 0.31% — 563 +5,607 New Q4 2025 Feb 17, 2026
MOTCO History No change 5,613 253 0.02% 0.02% 562 0 0.0% Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History Added to 5,580 252 0.0% 0.0% 564 +387 7.45% Q4 2025 Jan 28, 2026
McCartney Wealth Management LLC History New 5,570 251 0.22% — 566 +5,570 New Q4 2025 Feb 17, 2026
Coastwise Capital Group, LLC History Added to 5,560 251 0.13% 0.16% 565 +133 2.45% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Reduced 5,502 249 0.02% 0.06% 567 -16,288 -74.75% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 5,487 248 0.0% 0.0% 568 -8,500 -60.77% Q4 2025 Feb 09, 2026
SUMMITRY LLC History New 5,494 248 0.01% — 569 +5,494 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 5,477 247 0.0% 0.0% 571 +1,470 36.69% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Added to 5,473 247 0.01% 0.01% 570 +133 2.49% Q4 2025 Feb 04, 2026
Brookstone Capital Management History Reduced 5,430 245 0.0% 0.0% 572 -303 -5.29% Q4 2025 Jan 15, 2026
Milestone Investment Advisors LLC History Reduced 5,413 244 0.06% 0.06% 573 -257 -4.53% Q4 2025 Feb 11, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 5,353 242 0.03% 0.03% 574 -751 -12.3% Q4 2025 Feb 10, 2026
Caprock Group, LLC History Reduced 5,350 241 0.01% 0.01% 575 -9 -0.17% Q4 2025 Jan 28, 2026
PATTEN & PATTEN INC/TN History No change 5,208 235 0.01% 0.01% 576 0 0.0% Q4 2025 Feb 03, 2026
Carter Financial, LLC History New 5,183 234 0.21% — 577 +5,183 New Q4 2025 Mar 17, 2026
MBE Wealth Management, LLC History Reduced 5,071 229 0.1% 0.1% 579 -187 -3.56% Q4 2025 Jan 21, 2026
Lafayette Investments, Inc. History No change 5,076 229 0.04% 0.04% 578 0 0.0% Q4 2025 Feb 04, 2026
Tactive Advisors, LLC History New 5,063 228 0.07% — 581 +5,063 New Q4 2025 Jan 09, 2026
Empirical Asset Management, LLC History Added to 5,047 228 0.06% 0.06% 580 +140 2.85% Q4 2025 Feb 06, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 5,003 226 0.01% 0.01% 582 -171 -3.3% Q4 2025 Feb 13, 2026
Advisor OS, LLC History Reduced 4,998 225 0.02% 0.02% 585 -292 -5.52% Q4 2025 Feb 04, 2026
B. Riley Wealth Advisors, Inc. History Added to 4,992 225 0.01% 0.01% 583 +47 0.95% Q4 2025 Feb 17, 2026
Litman Gregory Wealth Management LLC History No change 4,982 225 0.02% 0.02% 584 0 0.0% Q4 2025 Feb 12, 2026
VestGen Advisors, LLC History New 4,968 224 0.01% — 586 +4,968 New Q4 2025 Feb 17, 2026
Wilkins Miller Wealth Management, LLC History Reduced 4,975 224 0.13% 0.14% 587 -488 -8.93% Q4 2025 Jan 21, 2026
High Falls Advisors, Inc History Reduced 4,900 221 0.04% 0.06% 588 -2,102 -30.02% Q4 2025 Feb 18, 2026
Embree Financial Group History New 4,864 219 0.03% — 590 +4,864 New Q4 2025 Jan 14, 2026
HOWE & RUSLING INC History Reduced 4,857 219 0.01% 0.01% 589 -139 -2.78% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,837 218 0.0% 0.0% 591 -492 -9.23% Q4 2025 Feb 06, 2026
Williams Jones Wealth Management, LLC. History New 4,812 217 0.0% — 592 +4,812 New Q4 2025 Feb 13, 2026
MJP ASSOCIATES INC /ADV History Reduced 4,778 216 0.03% 0.03% 593 -295 -5.82% Q4 2025 Feb 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 4,756 215 0.01% — 595 +4,756 New Q4 2025 Feb 10, 2026
Destination Wealth Management History Added to 4,765 215 0.01% 0.01% 594 +84 1.79% Q4 2025 Feb 13, 2026
Elevation Wealth Management LLC History New 4,743 214 0.21% — 598 +4,743 New Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 4,752 214 0.03% 0.03% 597 -428 -8.26% Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Added to 4,651 214 0.02% 0.02% 596 +19 0.41% Q4 2025 Jan 12, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 4,700 212 0.04% 0.03% 599 0 0.0% Q4 2025 Feb 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History New 4,678 211 0.05% — 600 +4,678 New Q4 2025 Jan 09, 2026
DiNuzzo Private Wealth, Inc. History No change 4,646 210 0.02% 0.02% 601 0 0.0% Q4 2025 Jan 16, 2026
Fortune Financial Group, Inc. History New 4,303 209 0.21% — 602 +4,303 New Q4 2025 Feb 11, 2026
Tenon Financial LLC History New 4,608 208 0.09% — 603 +4,608 New Q4 2025 Jan 16, 2026
Private Wealth Asset Management, LLC History New 4,569 206 0.02% — 604 +4,569 New Q4 2025 Feb 10, 2026
Chevy Chase Trust Holdings, LLC History New 4,510 203 0.0% — 605 +4,510 New Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Reduced 4,509 203 0.01% 0.01% 606 -544 -10.77% Q4 2025 Jan 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 4,489 202 0.0% — 608 +4,489 New Q4 2025 Feb 11, 2026
Crescent Grove Advisors, LLC History New 4,488 202 0.02% — 607 +4,488 New Q4 2025 Feb 11, 2026
Fortune Financial Advisors, LLC History New 4,455 201 0.14% — 609 +4,455 New Q4 2025 Jan 23, 2026
Oakworth Capital, Inc. History Reduced 4,222 190 0.01% 0.01% 610 -55 -1.29% Q4 2025 Jan 30, 2026
FRANKLIN RESOURCES INC History New 4,190 189 0.0% — 611 +4,190 New Q4 2025 Feb 11, 2026
Smithfield Trust Co History No change 4,040 183 0.01% 0.01% 612 0 0.0% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Added to 4,027 182 0.0% 0.0% 613 +2,252 126.87% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History Reduced 4,037 182 0.16% 0.15% 614 -9 -0.22% Q4 2025 Jan 26, 2026
Abound Wealth Management History Added to 3,792 171 0.04% 0.03% 615 +646 20.53% Q4 2025 Jan 12, 2026
Sound Income Strategies, LLC History Added to 3,617 170 0.01% 0.01% 616 +63 1.77% Q4 2025 Jan 21, 2026
CULLEN/FROST BANKERS, INC. History Reduced 3,621 163 0.0% 0.0% 617 -844 -18.9% Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 3,541 160 0.01% 0.01% 618 +1,761 98.93% Q4 2025 Feb 13, 2026
Integrity Financial Corp /WA History Reduced 3,553 160 0.08% 0.08% 619 -454 -11.33% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,361 151 0.0% — 620 +3,361 New Q4 2025 Feb 13, 2026
Breakwater Investment Management History No change 3,329 150 0.05% 0.05% 621 0 0.0% Q4 2025 Feb 02, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 3,299 149 0.05% 0.03% 622 +1,246 60.69% Q4 2025 Jan 21, 2026
McIlrath & Eck, LLC History Added to 3,271 147 0.01% 0.01% 623 +111 3.51% Q4 2025 Feb 03, 2026
Colonial Trust Advisors History New 3,231 146 0.01% — 624 +3,231 New Q4 2025 Feb 12, 2026
Archer Investment Corp History Reduced 2,971 134 0.03% 0.03% 625 -596 -16.71% Q4 2025 Jan 30, 2026
Planning Project LLC History New 2,900 131 0.03% — 626 +2,900 New Q4 2025 Feb 12, 2026
Woodside Wealth Management LLC History No change 2,800 126 0.09% 0.09% 627 0 0.0% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History New 2,745 124 0.0% — 628 +2,745 New Q4 2025 Feb 02, 2026
PROFFITT & GOODSON INC History No change 2,745 124 0.02% 0.02% 629 0 0.0% Q4 2025 Jan 27, 2026
Arlington Trust Co LLC History Added to 2,713 122 0.01% 0.01% 630 +927 51.9% Q4 2025 Jan 30, 2026
Pflug Koory, LLC History Added to 2,453 110 0.05% 0.05% 631 +31 1.28% Q4 2025 Jan 20, 2026
1 NORTH WEALTH SERVICES LLC History Added to 2,391 108 0.04% 0.04% 632 +184 8.34% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 2,331 105 0.0% 0.0% 633 +1,963 533.42% Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Added to 2,109 102 0.02% 0.01% 634 +893 73.44% Q4 2025 Feb 02, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,230 100 0.01% 0.01% 635 0 0.0% Q4 2025 Jan 23, 2026
Fairway Wealth LLC History Reduced 2,210 99 0.03% 0.03% 637 -231 -9.46% Q4 2025 Jan 28, 2026
PRIVATE TRUST CO NA History Added to 2,209 99 0.01% 0.01% 636 +213 10.67% Q4 2025 Jan 26, 2026
Activest Wealth Management History New 2,086 94 0.02% — 638 +2,086 New Q4 2025 Jan 30, 2026
Anchor Investment Management, LLC History Added to 1,960 88 0.01% 0.0% 640 +1,005 105.24% Q4 2025 Feb 26, 2026
Johnson Financial Group, Inc. History Reduced 1,963 88 0.0% 0.0% 639 -36 -1.8% Q4 2025 Feb 12, 2026
High Note Wealth, LLC History New 1,822 82 0.02% — 641 +1,822 New Q4 2025 Feb 05, 2026
Glassman Wealth Services History No change 1,796 81 0.01% 0.01% 642 0 0.0% Q4 2025 Jan 28, 2026
Financial Network Wealth Advisors LLC History No change 1,791 80 0.08% 0.08% 643 0 0.0% Q4 2025 Feb 13, 2026
Winch Advisory Services, LLC History No change 1,746 78 0.02% 0.02% 644 0 0.0% Q4 2025 Feb 03, 2026
BOK Financial Private Wealth, Inc. History No change 1,719 77 0.0% 0.0% 645 0 0.0% Q4 2025 Feb 06, 2026
Clean Yield Group History No change 1,693 76 0.02% 0.02% 646 0 0.0% Q4 2025 Jan 26, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,656 74 0.01% 0.01% 647 0 0.0% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History No change 1,621 73 0.02% 0.02% 648 0 0.0% Q4 2025 Jan 29, 2026
Daytona Street Capital LLC History New 1,590 71 0.06% — 650 +1,590 New Q4 2025 Jan 21, 2026
Weaver Capital Management LLC History No change 1,571 71 0.01% 0.01% 649 0 0.0% Q4 2025 Jan 22, 2026
GHP Investment Advisors, Inc. History Reduced 1,549 70 0.0% 0.0% 653 -36 -2.27% Q4 2025 Jan 27, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 1,544 70 0.01% 0.01% 651 0 0.0% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 1,548 70 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 05, 2026
Parvin Asset Management, LLC History No change 1,557 70 0.06% 0.06% 654 0 0.0% Q4 2025 Feb 17, 2026
Windsor Advisory Group, LLC History New 1,510 68 0.06% — 655 +1,510 New Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,500 67 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 17, 2026
Caitlin John, LLC History No change 1,493 67 0.04% 0.04% 657 0 0.0% Q4 2025 Feb 18, 2026
UMB Bank, n.a. History New 1,425 64 0.0% — 658 +1,425 New Q4 2025 Feb 13, 2026
Operose Advisors LLC History No change 1,339 60 0.01% 0.01% 659 0 0.0% Q4 2025 Feb 10, 2026
Wilkerson Advisory Group LLC History New 1,296 58 0.02% — 660 +1,296 New Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 1,262 57 0.03% 0.01% 662 +692 121.4% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 1,266 57 0.0% 0.0% 661 +235 22.79% Q4 2025 Jan 14, 2026
Triumph Capital Management History New 1,233 55 0.01% — 663 +1,233 New Q4 2025 Feb 12, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,200 54 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History No change 1,177 53 0.04% 0.03% 665 0 0.0% Q4 2025 Mar 12, 2026
HOEY INVESTMENTS, INC History No change 1,182 53 0.01% 0.01% 666 0 0.0% Q4 2025 Jan 28, 2026
Signature Resources Capital Management, LLC History No change 1,193 53 0.03% 0.03% 667 0 0.0% Q4 2025 Jan 21, 2026
Family Capital Trust Co History Reduced 1,149 51 0.02% 0.02% 668 -230 -16.68% Q4 2025 Jan 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,114 50 0.0% 0.0% 670 -138 -11.02% Q4 2025 Jan 22, 2026
Key FInancial Inc History No change 1,107 50 0.01% 0.01% 669 0 0.0% Q4 2025 Feb 09, 2026
Kohmann Bosshard Financial Services, LLC History New 1,091 49 0.0% — 671 +1,091 New Q4 2025 Jan 30, 2026
HighMark Wealth Management LLC History New 1,090 49 0.02% — 672 +1,090 New Q4 2025 Feb 05, 2026
Aspect Partners, LLC History No change 1,077 48 0.02% 0.02% 673 0 0.0% Q4 2025 Jan 23, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,046 47 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 20, 2026
Physician Wealth Advisors, Inc. History Reduced 1,017 45 0.01% 0.01% 675 -80 -7.29% Q4 2025 Jan 29, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 948 42 0.0% 0.0% 677 +652 220.27% Q4 2025 Jan 26, 2026
ADIRONDACK TRUST CO History Added to 951 42 0.01% 0.01% 676 +194 25.63% Q4 2025 Jan 08, 2026
Murphy & Mullick Capital Management Corp History No change 941 42 0.03% 0.03% 678 0 0.0% Q4 2025 Feb 10, 2026
Team Financial Group, LLC History Reduced 895 40 0.02% 0.02% 680 -226 -20.16% Q4 2025 Jan 13, 2026
North Star Investment Management Corp. History No change 905 40 0.0% 0.0% 679 0 0.0% Q4 2025 Jan 30, 2026
Quattro Advisors LLC History New 820 37 0.03% — 681 +820 New Q4 2025 Feb 13, 2026
PFS Partners, LLC History No change 800 36 0.02% 0.02% 682 0 0.0% Q4 2025 Jan 16, 2026
TD Capital Management LLC History New 788 35 0.0% — 683 +788 New Q4 2025 Feb 26, 2026
CDKV HOLDINGS LLC History New 736 33 0.03% — 684 +736 New Q4 2025 Feb 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 719 32 0.01% 0.01% 686 +20 2.86% Q4 2025 Jan 23, 2026
Hamilton Point Investment Advisors, LLC History No change 725 32 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 12, 2026
First Command Advisory Services, Inc. History Added to 688 31 0.0% 0.0% 687 +19 2.84% Q4 2025 Feb 11, 2026
Crewe Advisors LLC History No change 661 29 0.0% 0.0% 688 0 0.0% Q4 2025 Jan 16, 2026
Intelligent Financial Strategies History No change 646 29 0.01% 0.01% 689 0 0.0% Q4 2025 Jan 26, 2026
Rialto Wealth Management, LLC History Added to 628 28 0.01% 0.0% 691 +307 95.64% Q4 2025 Jan 12, 2026
TOMPKINS FINANCIAL CORP History No change 632 28 0.0% 0.0% 690 0 0.0% Q4 2025 Jan 08, 2026
Golden State Wealth Management, LLC History Added to 607 27 0.0% 0.0% 692 +263 76.45% Q4 2025 Feb 13, 2026
Navalign, LLC History New 568 25 0.01% — 693 +568 New Q4 2025 Feb 05, 2026
PINNEY & SCOFIELD, INC. History Added to 555 25 0.01% 0.01% 695 +14 2.59% Q4 2025 Feb 13, 2026
JDM Financial Group LLC History No change 560 25 0.01% 0.01% 694 0 0.0% Q4 2025 Feb 02, 2026
HM PAYSON & CO History No change 528 23 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History No change 543 23 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History Added to 503 22 0.0% 0.0% 698 +203 67.67% Q4 2025 Feb 20, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 494 22 0.0% 0.0% 699 0 0.0% Q4 2025 Jan 08, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 470 21 0.0% 0.0% 700 0 0.0% Q4 2025 Feb 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History Added to 452 20 0.0% 0.0% 701 +100 28.41% Q4 2025 Feb 09, 2026
Rossby Financial, LCC History Added to 444 20 0.01% 0.01% 702 +35 8.56% Q4 2025 Feb 12, 2026
MidFirst Bank History New 426 19 0.0% — 703 +426 New Q4 2025 Feb 25, 2026
Paladin Advisory Group, LLC History No change 401 18 0.01% 0.01% 704 0 0.0% Q4 2025 Jan 21, 2026
Barnes Dennig Private Wealth Management LLC History New 386 17 0.02% — 705 +386 New Q4 2025 Jan 14, 2026
GODSEY & GIBB, INC History Added to 363 16 0.0% 0.0% 707 +124 51.88% Q4 2025 Jan 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 371 16 0.0% 0.0% 706 0 0.0% Q4 2025 Feb 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 356 16 0.0% 0.0% 708 0 0.0% Q4 2025 Jan 27, 2026
CITIGROUP INC History Reduced 350 15 0.0% 0.0% 709 -929 -72.63% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 333 15 0.01% 0.01% 712 +10 3.1% Q4 2025 Feb 10, 2026
ORG Partners LLC History No change 337 15 0.0% 0.0% 710 0 0.0% Q4 2025 Jan 14, 2026
Noble Wealth Management PBC History No change 334 15 0.01% 0.01% 711 0 0.0% Q4 2025 Jan 05, 2026
Lodestone Wealth Management LLC History New 316 14 0.01% — 715 +316 New Q4 2025 Jan 15, 2026
SJS Investment Consulting Inc. History No change 323 14 0.0% 0.0% 713 0 0.0% Q4 2025 Jan 21, 2026
1620 INVESTMENT ADVISORS, INC. History No change 317 14 0.01% 0.01% 714 0 0.0% Q4 2025 Feb 05, 2026
WOLFF WIESE MAGANA LLC History No change 295 13 0.01% 0.01% 716 0 0.0% Q4 2025 Jan 14, 2026
Global Wealth Strategies & Associates History Reduced 276 12 0.0% 0.0% 718 -50 -15.34% Q4 2025 Jan 02, 2026
ASHTON THOMAS SECURITIES, LLC History No change 281 12 0.0% 0.0% 717 0 0.0% Q4 2025 Feb 02, 2026
Avion Wealth History Reduced 249 11 0.0% 0.0% 719 -105 -29.66% Q4 2025 Jan 23, 2026
Frazier Financial Advisors, LLC History Added to 245 11 0.01% 0.0% 720 +60 32.43% Q4 2025 Feb 09, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 213 9 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 195 8 0.0% — 724 +195 New Q4 2025 Jan 23, 2026
Cape Investment Advisory, Inc. History New 186 8 0.0% — 723 +186 New Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 185 8 0.0% 0.0% 722 0 0.0% Q4 2025 Feb 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 157 7 0.01% — 726 +157 New Q4 2025 Mar 05, 2026
MV CAPITAL MANAGEMENT, INC. History No change 168 7 0.0% 0.0% 725 0 0.0% Q4 2025 Feb 23, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 141 6 0.0% 0.0% 727 +69 95.83% Q4 2025 Feb 09, 2026
Wiser Advisor Group LLC History Added to 139 6 0.01% 0.01% 729 +4 2.96% Q4 2025 Feb 09, 2026
Bogart Wealth, LLC History No change 138 6 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 30, 2026
Greykasell Wealth Strategies, Inc. History No change 152 6 0.0% 0.0% 730 0 0.0% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History New 112 5 0.0% — 731 +112 New Q4 2025 Feb 17, 2026
Financial Gravity Asset Management, Inc. History No change 102 4 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 13, 2026
Aventus Investment Advisors, Inc. History No change 93 4 0.0% 0.0% 733 0 0.0% Q4 2025 Jan 14, 2026
Greenline Wealth Management LLC History New 79 3 0.0% — 738 +79 New Q4 2025 Feb 13, 2026
PROSPERITY BANCSHARES INC History New 78 3 0.0% — 734 +78 New Q4 2025 Feb 17, 2026
Quent Capital, LLC History New 70 3 0.0% — 737 +70 New Q4 2025 Jan 29, 2026
EASTERN BANK History No change 84 3 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 78 3 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 26, 2026
Godfrey Financial Associates, Inc. History New 66 2 0.0% — 746 +66 New Q4 2025 Feb 10, 2026
Key Capital Management, INC History New 52 2 0.0% — 747 +52 New Q4 2025 Jan 26, 2026
IAG Wealth Partners, LLC History New 51 2 0.0% — 742 +51 New Q4 2025 Feb 10, 2026
Wagner Wealth Management, LLC History Added to 53 2 0.0% 0.0% 741 +2 3.92% Q4 2025 Jan 30, 2026
Graney & King, LLC History Added to 49 2 0.0% 0.0% 745 +2 4.26% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History No change 53 2 0.0% 0.0% 739 0 0.0% Q4 2025 Jan 16, 2026
Financial Management Professionals, Inc. History No change 50 2 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 27, 2026
Central Pacific Bank - Trust Division History No change 58 2 0.0% 0.0% 743 0 0.0% Q4 2025 Jan 07, 2026
CURIO WEALTH, LLC History No change 64 2 0.0% 0.0% 744 0 0.0% Q4 2025 Feb 11, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History Reduced 34 1 0.0% 0.0% 748 -620 -94.8% Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 35 1 0.0% — 751 +35 New Q4 2025 Feb 19, 2026
Camelot Portfolios, LLC History New 27 1 0.0% — 749 +27 New Q4 2025 Jan 29, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 32 1 0.0% 0.0% 750 0 0.0% Q4 2025 Jan 20, 2026
Crossmark Global Holdings, Inc. History Closed out 0 0 — 0.09% — -143,497 -100.0% Q3 2025 Nov 12, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.06% — -74,973 -100.0% Q3 2025 Nov 14, 2025
Keystone Wealth Services, LLC History Closed out 0 0 — 0.64% — -68,427 -100.0% Q3 2025 Oct 22, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -35,641 -100.0% Q3 2025 Nov 13, 2025
WealthTrak Capital Management LLC History Closed out 0 0 — 1.09% — -30,825 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -13,307 -100.0% Q3 2025 Oct 14, 2025
Saxony Capital Management, LLC History Closed out 0 0 — 0.31% — -10,910 -100.0% Q3 2025 Oct 21, 2025
SteelPeak Wealth, LLC History Closed out 0 0 — 0.01% — -10,104 -100.0% Q3 2025 Oct 21, 2025
Financial Connections Group, Inc. History Closed out 0 0 — 0.14% — -8,610 -100.0% Q3 2025 Oct 10, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -6,445 -100.0% Q3 2025 Nov 14, 2025
NWF Advisory Services Inc. History Closed out 0 0 — 0.03% — -5,617 -100.0% Q3 2025 Oct 31, 2025
Northwest Capital Management Inc History Closed out 0 0 — 0.25% — -5,455 -100.0% Q3 2025 Oct 20, 2025
Fortis Advisors, LLC History Closed out 0 0 — 0.12% — -5,188 -100.0% Q3 2025 Nov 10, 2025
Wealthcare Advisory Partners LLC History Closed out 0 0 — 0.0% — -4,810 -100.0% Q3 2025 Nov 07, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.26% — -2,829 -100.0% Q3 2025 Nov 17, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.01% — -2,552 -100.0% Q3 2025 Nov 17, 2025
RMG Wealth Management LLC History Closed out 0 0 — 0.01% — -2,390 -100.0% Q3 2025 Oct 30, 2025
Blue Trust, Inc. History Reduced 13 0 — 0.0% — -1,936 -99.33% Q4 2025 Jan 16, 2026
TruNorth Capital Management, LLC History Closed out 0 0 — 0.01% — -1,185 -100.0% Q3 2025 Oct 21, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -613 -100.0% Q3 2025 Nov 14, 2025
Clearstead Trust, LLC History Closed out 0 0 — 0.0% — -421 -100.0% Q3 2025 Nov 10, 2025
BFSG, LLC History Closed out 0 0 — 0.0% — -246 -100.0% Q3 2025 Oct 29, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.0% — -156 -100.0% Q3 2025 Oct 27, 2025
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 — 0.0% — -103 -100.0% Q3 2025 Oct 14, 2025
New Republic Capital, LLC History Closed out 0 0 — 0.0% — -63 -100.0% Q3 2025 Oct 27, 2025
Nemes Rush Group LLC History New 21 0 — — — +21 New Q4 2025 Feb 11, 2026
CHAPMAN FINANCIAL GROUP, LLC History Closed out 0 0 — — — -21 -100.0% Q3 2025 Nov 12, 2025
Compass Financial Services Inc History Closed out 0 0 — — — -18 -100.0% Q3 2025 Nov 04, 2025
Crews Bank & Trust History Closed out 0 0 — — — -18 -100.0% Q3 2025 Oct 22, 2025
Creative Capital Management Investments LLC History New 8 0 — — — +8 New Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History No change 14 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
WFA of San Diego, LLC History No change 7 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
10Elms LLP History No change 2 0 — — — 0 0.0% Q4 2025 Feb 13, 2026