ISHARES GOLD TRUST - IAU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 419 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 30,270,516 2,457,057 0.18% 0.15% 1 -528,988 -1.72% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 24,895,743 2,020,787 0.12% 0.11% 2 +59,272 0.24% Q4 2025 Feb 13, 2026
FMR LLC History Added to 22,414,658 1,819,397 0.09% 0.08% 3 +424,770 1.93% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 19,303,975 1,566,903 0.46% 0.43% 4 -1,216,730 -5.93% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 13,742,286 1,115,461 0.3% 0.29% 5 +203,528 1.5% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 13,136,955 1,066,326 0.19% 0.18% 6 +260,541 2.02% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 11,889,631 965,081 0.06% 0.06% 7 -1,275,600 -9.69% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 8,957,847 727,108 0.12% 0.1% 8 -190,208 -2.08% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 7,267,819 590,234 0.13% 0.11% 9 +660,463 10.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 7,201,313 584,530 0.26% 0.17% 10 +1,893,594 35.68% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 7,189,794 583,595 0.01% 0.01% 11 +1,496,131 26.28% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 6,608,915 536,445 0.32% 0.38% 12 -2,395,679 -26.61% Q4 2025 Jan 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 6,595,990 535,396 0.34% 0.27% 13 +1,019,135 18.27% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 6,351,725 515,569 0.16% 0.16% 14 -463,616 -6.8% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 5,904,081 479,234 0.64% 0.57% 15 +89,891 1.55% Q4 2025 Feb 02, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,649,490 458,554 0.14% 0.13% 16 +210 0.0% Q4 2025 Feb 18, 2026
Empower Advisory Group, LLC History Reduced 5,520,278 448,080 1.21% 1.18% 17 -350,792 -5.97% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 4,539,672 368,485 0.05% 0.04% 18 +228,193 5.29% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 4,389,507 356,296 0.05% 0.03% 19 +2,089,218 90.82% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 3,900,561 316,608 0.05% — 20 +3,900,561 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,708,150 300,990 1.08% 0.94% 21 +47,951 1.31% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 3,538,226 287,197 0.38% 0.33% 22 +21,175 0.6% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 3,390,805 275,231 0.3% 0.29% 23 -118,974 -3.39% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 3,282,216 266,429 0.39% 0.37% 24 +153,179 4.9% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,214,500 260,920 0.03% 0.01% 25 +1,481,500 85.49% Q4 2025 Feb 17, 2026
HRTG GPE, LLC History No change 3,163,660 256,794 32.71% 24.54% 26 0 0.0% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 2,735,976 222,079 0.38% 0.33% 27 +84,544 3.19% Q4 2025 Feb 12, 2026
Twin Tree Management, LP History Reduced 2,685,500 217,982 1.9% 2.74% 28 -6,373,900 -70.36% Q4 2025 Feb 11, 2026
Erste Asset Management GmbH History Added to 2,585,650 209,877 1.76% 1.33% 29 +680,000 35.68% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 2,534,729 205,743 2.34% 0.66% 30 +2,008,288 381.48% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 2,432,288 197,428 0.18% 0.16% 31 +19,538 0.81% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,410,855 195,689 0.37% 0.36% 32 +11,014 0.46% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,319,669 188,279 0.21% 0.19% 33 +57,491 2.54% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 2,204,361 178,928 0.03% 0.03% 34 +245,598 12.54% Q4 2025 Feb 10, 2026
Proficio Capital Partners LLC History Reduced 2,127,021 172,650 12.12% 11.33% 35 -139,617 -6.16% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 2,106,672 170,998 0.42% 0.39% 36 +98,324 4.9% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 2,082,256 169,013 0.25% 0.19% 37 +40,422 1.98% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 1,999,238 162,278 0.29% 0.24% 38 +320,712 19.11% Q4 2025 Mar 16, 2026
CWM, LLC History Added to 1,954,113 158,615 0.43% 0.42% 39 +57,372 3.02% Q4 2025 Jan 26, 2026
Silver Point Capital L.P. History Added to 1,945,000 157,875 7.11% 5.04% 40 +610,000 45.69% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,843,148 149,608 0.02% 0.01% 41 +249,517 15.66% Q4 2025 Mar 25, 2026
Packer & Co Ltd History Reduced 1,830,100 148,549 39.55% 43.24% 42 -320,000 -14.88% Q4 2025 Jan 20, 2026
Arnhold LLC History No change 1,757,254 142,636 10.82% 10.7% 43 0 0.0% Q4 2025 Feb 09, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 1,754,253 142,392 2.08% 1.92% 44 -63,839 -3.51% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History Reduced 1,751,253 142,149 6.35% 6.29% 45 -128,046 -6.81% Q4 2025 Feb 02, 2026
Cresset Asset Management, LLC History Added to 1,725,125 140,028 0.59% 0.54% 46 +32,137 1.9% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,721,476 139,732 0.49% 0.46% 47 +14,324 0.84% Q4 2025 Feb 06, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,611,822 130,831 0.35% 0.34% 48 -78,767 -4.66% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Added to 1,588,244 128,917 2.76% 2.6% 49 +63,182 4.14% Q4 2025 Feb 13, 2026
MOON CAPITAL MANAGEMENT LP History No change 1,559,604 126,593 78.76% 83.5% 50 0 0.0% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,552,909 126,050 1.07% 0.9% 51 -38,073 -2.39% Q4 2025 Jan 05, 2026
GM Advisory Group, LLC History Reduced 1,527,276 123,968 4.86% 4.81% 52 -27,595 -1.77% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,469,348 119,266 0.02% 0.02% 53 -93,088 -5.96% Q4 2025 Feb 13, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 1,453,465 117,977 9.04% 5.48% 54 +701,697 93.34% Q4 2025 Jan 27, 2026
Mariner, LLC History Added to 1,449,635 117,666 0.14% 0.13% 55 +20,540 1.44% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 1,375,256 111,629 0.17% 0.16% 56 -13,120 -0.94% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 1,368,398 111,073 0.25% 0.24% 57 -2,405 -0.18% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 1,358,533 110,272 1.08% 1.02% 58 -3,885 -0.29% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 1,291,900 104,863 0.18% 0.14% 59 +191,097 17.36% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Added to 1,288,300 104,571 0.06% 0.04% 60 +192,300 17.55% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,261,497 102,395 0.06% 0.05% 61 +48,826 4.03% Q4 2025 Feb 06, 2026
ALLIANZ SE History Added to 1,233,566 100,128 1.29% 1.83% 62 +46,934 3.96% Q4 2025 Feb 13, 2026
Dynasty Wealth Management, LLC History Reduced 1,187,564 96,394 0.95% 1.17% 63 -14,885 -1.24% Q4 2025 Feb 10, 2026
EMORY UNIVERSITY History Added to 1,184,469 96,143 61.22% 50.09% 64 +103,520 9.58% Q4 2025 Feb 11, 2026
FORBES J M & CO LLP History Added to 1,183,161 96,037 7.78% 7.12% 65 +5,743 0.49% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 1,177,701 95,593 0.35% 0.39% 66 +8,162 0.7% Q4 2025 Feb 18, 2026
FRANKLIN RESOURCES INC History Reduced 1,174,520 95,335 0.02% 0.02% 67 -61,503 -4.98% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 1,162,978 94,398 0.07% 0.06% 68 -42,700 -3.54% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 1,161,727 94,297 0.01% 0.01% 69 +699,644 151.41% Q4 2025 Feb 12, 2026
Permanens Capital L.P. History Added to 1,122,462 91,110 11.88% 9.66% 70 +232,207 26.08% Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 1,106,435 89,809 10.35% 9.69% 71 +58,122 5.54% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Reduced 1,100,749 89,347 0.62% 0.63% 72 -87,439 -7.36% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,083,477 87,925 0.1% 0.06% 73 +588,133 118.73% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,044,313 84,766 0.17% 0.11% 74 +319,159 44.01% Q4 2025 Jan 23, 2026
Tanglewood Wealth Management, Inc. History Reduced 1,042,001 84,579 7.75% 7.81% 75 -112,958 -9.78% Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Added to 1,041,430 84,532 0.03% 0.02% 76 +34,693 3.45% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Reduced 1,017,210 82,566 1.62% 1.64% 77 -61,475 -5.7% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,013,242 82,245 0.22% 0.2% 78 +12,463 1.25% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 949,929 77,105 0.42% 0.28% 79 +135,804 16.68% Q4 2025 Jan 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 926,451 75,200 3.07% 2.83% 80 +3,003 0.33% Q4 2025 Jan 16, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 834,406 67,728 20.0% 14.15% 81 +196,475 30.8% Q4 2025 Feb 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 829,366 67,319 0.19% 0.17% 82 +97,852 13.38% Q4 2025 Jan 26, 2026
Circle Wealth Management, LLC History No change 819,093 66,485 1.02% 1.16% 83 0 0.0% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 818,322 66,423 0.87% 0.86% 84 +2,536 0.31% Q4 2025 Feb 10, 2026
ANDERSON HOAGLAND & CO History Added to 817,382 66,346 5.71% 5.3% 85 +5,783 0.71% Q4 2025 Jan 05, 2026
IEQ CAPITAL, LLC History Added to 812,610 65,959 0.2% 0.15% 86 +122,227 17.7% Q4 2025 Feb 13, 2026
Oxbow Advisors, LLC History Reduced 802,424 65,132 5.73% 6.17% 87 -109,755 -12.03% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History Added to 796,388 64,642 0.24% 0.09% 88 +515,975 184.01% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 790,808 64,189 0.05% 0.04% 89 -150 -0.02% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 754,767 63,868 2.57% 2.62% 90 -77,489 -9.31% Q4 2025 Jan 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 779,157 63,277 0.1% 0.09% 91 +60,788 8.46% Q4 2025 Feb 18, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 776,549 63,032 1.09% 1.31% 92 -74,332 -8.74% Q4 2025 Feb 19, 2026
VCU Investment Management Co History New 761,798 61,835 72.64% — 93 +761,798 New Q4 2025 Feb 19, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 750,805 60,942 0.94% 1.16% 94 -122,435 -14.02% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 747,707 60,691 0.35% 0.27% 95 +160,282 27.29% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 738,586 59,951 0.41% 0.37% 96 +48,753 7.07% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 732,603 59,465 0.33% 0.29% 97 +26,429 3.74% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 723,987 58,766 2.16% 2.1% 98 -5,343 -0.73% Q4 2025 Feb 06, 2026
CRCM LP History Added to 719,722 58,419 19.74% 8.27% 99 +327,042 83.28% Q4 2025 Feb 13, 2026
GenWealth Group, Inc. History Reduced 688,253 58,239 9.93% 9.76% 100 -32,442 -4.5% Q4 2025 Jan 12, 2026
IMC-Chicago, LLC History Added to 708,500 57,508 0.02% 0.01% 101 +283,900 66.86% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 707,627 57,438 0.14% 0.12% 102 +40,071 6.0% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 679,234 55,134 0.07% 0.08% 103 -32,803 -4.61% Q4 2025 Mar 09, 2026
Narwhal Capital Management History Added to 672,623 54,596 3.97% 3.62% 104 +582 0.09% Q4 2025 Jan 30, 2026
Biltmore Family Office, LLC History Reduced 663,221 53,833 7.43% 7.39% 105 -50,358 -7.06% Q4 2025 Feb 04, 2026
LM Advisors LLC History Reduced 4,339 53,452 0.96% 0.57% 106 -50,113 -92.03% Q4 2025 Feb 13, 2026
Parker Investment Management, LLC History Reduced 651,350 52,870 7.49% 6.06% 107 -46,037 -6.6% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 649,154 52,691 0.42% 0.39% 108 +70,793 12.24% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Added to 646,402 52,467 0.03% 0.02% 109 +218,339 51.01% Q4 2025 Mar 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 636,116 51,620 0.05% 0.05% 110 +5,477 0.87% Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Added to 633,852 51,449 0.58% 0.5% 111 +29,147 4.82% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Added to 625,719 50,789 0.74% 0.66% 112 +6,224 1.0% Q4 2025 Feb 17, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 601,235 48,802 6.68% 6.07% 113 +14,156 2.41% Q4 2025 Jan 23, 2026
Intellus Advisors LLC History Reduced 586,596 47,613 6.32% 6.7% 114 -86,368 -12.83% Q4 2025 Feb 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 579,405 47,030 0.85% 0.88% 115 -35,960 -5.84% Q4 2025 Jan 07, 2026
IFP Advisors, Inc History Added to 572,339 46,456 1.04% 1.07% 116 +5,393 0.95% Q4 2025 Feb 06, 2026
Meridian Wealth Advisors, LLC History Reduced 570,745 46,327 6.41% 6.0% 117 -10,126 -1.74% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 562,014 45,618 0.19% 0.18% 118 +30,585 5.76% Q4 2025 Feb 13, 2026
CARL STUART INVESTMENT ADVISOR, INC History Reduced 560,670 45,509 41.07% 39.92% 119 -23,219 -3.98% Q4 2025 Feb 13, 2026
Strategic Point Investment Advisors, LLC History Added to 533,218 43,281 5.98% 5.51% 120 +5,819 1.1% Q4 2025 Jan 15, 2026
CADINHA & CO LLC History Reduced 526,701 42,752 6.6% 5.23% 121 -2,005 -0.38% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Reduced 521,089 42,296 0.48% 0.43% 122 -231 -0.04% Q4 2025 Jan 16, 2026
COMERICA BANK History Added to 518,042 42,049 0.17% 0.09% 123 +187,176 56.57% Q4 2025 Jan 29, 2026
Cercano Management LLC History Added to 497,522 40,383 1.53% 0.17% 124 +437,653 731.02% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 493,217 40,034 0.01% — 125 +493,217 New Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 486,700 39,505 0.12% 0.11% 126 0 0.0% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 459,391 39,114 0.05% 0.05% 127 +10,659 2.38% Q4 2025 Jan 08, 2026
MACKAY SHIELDS LLC History Reduced 475,000 38,555 1.35% 1.3% 128 -50,000 -9.52% Q4 2025 Jan 29, 2026
Zhang Financial LLC History Reduced 473,420 38,427 1.43% 1.41% 129 -2,175 -0.46% Q4 2025 Feb 10, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 469,414 38,102 5.62% 5.03% 130 +18,971 4.21% Q4 2025 Feb 03, 2026
Pictet Asset Management Holding SA History No change 461,220 37,640 0.04% 0.03% 131 0 0.0% Q4 2025 Jan 29, 2026
SkyView Investment Advisors, LLC History Reduced 461,453 37,428 4.72% 4.42% 132 -19,659 -4.09% Q4 2025 Feb 18, 2026
Kingsview Wealth Management, LLC History Reduced 447,028 36,285 0.52% 0.54% 133 -42,627 -8.71% Q4 2025 Feb 09, 2026
WESCAP Management Group, Inc. History Reduced 445,220 36,138 7.32% 6.88% 134 -4,639 -1.03% Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Added to 439,095 35,632 0.22% 0.19% 135 +34,618 8.56% Q4 2025 Jan 27, 2026
VCI Wealth Management LLC History Reduced 434,609 35,277 9.81% 9.81% 136 -9,742 -2.19% Q4 2025 Jan 27, 2026
Argos Wealth Advisors, LLC History New 432,418 35,099 9.43% — 137 +432,418 New Q4 2025 Feb 04, 2026
Kaydan Wealth Management, Inc. History Reduced 431,597 35,032 10.14% 9.27% 138 -14,466 -3.24% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 428,477 34,965 0.06% 0.05% 139 +85,977 25.1% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 428,007 34,741 0.21% 0.23% 140 -8,669 -1.99% Q4 2025 Feb 17, 2026
West Family Investments, Inc. History Reduced 422,171 34,436 8.08% 1128.2% 141 -33,615 -7.38% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 423,089 34,342 0.04% 0.04% 142 -6,333 -1.47% Q4 2025 Jan 30, 2026
Capital Group Private Client Services, Inc. History Added to 417,576 33,894 0.54% 0.48% 143 +21,336 5.38% Q4 2025 Feb 11, 2026
SPINNAKER TRUST History Reduced 416,028 33,768 1.81% 1.81% 144 -32,490 -7.24% Q4 2025 Feb 10, 2026
Quent Capital, LLC History Reduced 415,374 33,715 2.43% 2.64% 145 -17,151 -3.97% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 410,368 33,309 0.02% 0.01% 146 +101,779 32.98% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 410,366 33,309 0.6% 0.57% 147 +26,302 6.85% Q4 2025 Jan 16, 2026
BLAIR WILLIAM & CO/IL History Added to 407,453 33,072 0.09% 0.07% 148 +42,102 11.52% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 400,129 32,478 0.01% 0.03% 149 -665,519 -62.45% Q4 2025 Feb 12, 2026
Sowa Financial Group, Inc. History Reduced 396,517 32,185 16.76% 16.6% 150 -10,093 -2.48% Q4 2025 Feb 03, 2026
VPR Management LLC History Reduced 395,430 32,097 14.3% 13.98% 151 -27,500 -6.5% Q4 2025 Feb 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 393,766 31,961 0.09% 0.04% 152 +207,420 111.31% Q4 2025 Feb 05, 2026
JB Capital LLC History Reduced 392,517 31,860 1.3% 1.32% 153 -27,664 -6.58% Q4 2025 Jan 20, 2026
Independent Family Office, LLC History Reduced 386,883 31,403 13.11% 12.07% 154 -5,231 -1.33% Q4 2025 Feb 13, 2026
BFSG, LLC History Added to 383,785 31,151 3.02% 2.68% 155 +2,769 0.73% Q4 2025 Jan 22, 2026
Vision Capital Management, Inc. History Reduced 382,198 31,023 3.74% 3.44% 156 -1,213 -0.32% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 381,987 31,005 0.35% 0.34% 157 -17,954 -4.49% Q4 2025 Jan 20, 2026
AllGen Financial Advisors, Inc. History Added to 378,708 30,739 7.29% 6.54% 158 +12,624 3.45% Q4 2025 Jan 22, 2026
Advocacy Wealth Management, LLC History Reduced 378,538 30,725 1.29% 1.21% 159 -5,598 -1.46% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 376,393 30,551 1.14% 1.01% 160 +26,460 7.56% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 363,510 29,506 0.22% 0.14% 161 +107,790 42.15% Q4 2025 Feb 12, 2026
Mader & Shannon Wealth Management, Inc. History No change 405,365 29,498 14.46% 14.46% 162 0 0.0% Q4 2025 Jan 29, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 361,750 29,363 4.18% 3.83% 163 -3,815 -1.04% Q4 2025 Jan 14, 2026
Checchi Capital Advisers, LLC History Reduced 358,431 29,093 1.49% 1.57% 164 -56,339 -13.58% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Added to 354,523 28,776 0.34% 0.22% 165 +19,754 5.9% Q4 2025 Feb 13, 2026
Chemistry Wealth Management LLC History Added to 349,239 28,347 5.3% 4.88% 166 +1,726 0.5% Q4 2025 Jan 06, 2026
MGO ONE SEVEN LLC History Added to 347,935 28,241 0.58% 0.48% 167 +61,597 21.51% Q4 2025 Feb 03, 2026
Dakota Wealth Management History Reduced 342,522 27,802 0.49% 0.5% 168 -610 -0.18% Q4 2025 Jan 13, 2026
FIRST FOUNDATION ADVISORS History Added to 341,898 27,751 1.05% 0.89% 169 +10,503 3.17% Q4 2025 Feb 04, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 339,346 27,544 3.01% 2.7% 170 -275 -0.08% Q4 2025 Jan 29, 2026
FIRST AMERICAN TRUST, FSB History Added to 338,339 27,462 1.89% 1.78% 171 +891 0.26% Q4 2025 Feb 11, 2026
Parcion Private Wealth LLC History Reduced 334,201 27,127 1.65% 1.53% 172 -2,640 -0.78% Q4 2025 Jan 26, 2026
Yeomans Consulting Group, Inc. History Reduced 331,438 26,902 7.88% 9.16% 173 -32,724 -8.99% Q4 2025 Jan 07, 2026
Ascent Group, LLC History Reduced 324,901 26,372 0.9% 0.87% 174 -14,017 -4.14% Q4 2025 Jan 20, 2026
M&T BANK CORP History Added to 320,976 26,052 0.08% 0.08% 175 +8,879 2.84% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 320,709 26,031 0.84% 0.65% 176 +125,132 63.98% Q4 2025 Jan 20, 2026
Arkos Global Advisors History Added to 315,204 25,585 3.27% 2.92% 177 +493 0.16% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 312,009 25,325 0.31% 0.28% 178 +2,798 0.9% Q4 2025 Jan 21, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 309,046 25,085 1.64% 1.54% 179 -1,599 -0.51% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Added to 307,724 24,977 0.18% 0.18% 180 +14,030 4.78% Q4 2025 Feb 18, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 305,124 24,766 1.03% 0.88% 181 +17,953 6.25% Q4 2025 Feb 09, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 303,847 24,663 0.3% 0.25% 182 -14,326 -4.5% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Reduced 303,238 24,613 0.6% 0.58% 183 -25,321 -7.71% Q4 2025 Feb 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 301,370 24,462 2.27% 2.07% 184 +5,890 1.99% Q4 2025 Jan 12, 2026
SAGE RHINO CAPITAL LLC History Reduced 300,690 24,407 4.61% 4.56% 185 -24,027 -7.4% Q4 2025 Jan 30, 2026
Cardinal Point Capital Management ULC History Reduced 298,440 24,224 1.58% 1.63% 186 -1,616 -0.54% Q4 2025 Feb 05, 2026
BCWM, LLC History Reduced 298,176 24,202 7.25% 6.52% 187 -1,231 -0.41% Q4 2025 Feb 11, 2026
SYON CAPITAL LLC History Reduced 297,585 24,154 1.2% 1.17% 188 -2,038 -0.68% Q4 2025 Feb 11, 2026
Modus Advisors, LLC History Reduced 297,162 24,120 6.36% 6.0% 189 -5,990 -1.98% Q4 2025 Feb 11, 2026
AMG National Trust Bank History Reduced 296,752 24,087 0.57% 0.55% 190 -14,822 -4.76% Q4 2025 Jan 30, 2026
Ashton Thomas Private Wealth, LLC History Added to 296,283 24,049 0.59% 0.54% 191 +9,807 3.42% Q4 2025 Jan 29, 2026
CIBC WORLD MARKET INC. History Reduced 295,565 23,991 0.04% 0.04% 192 -2,958 -0.99% Q4 2025 Feb 10, 2026
BOKF, NA History Reduced 295,211 23,962 0.37% 0.34% 193 -17,445 -5.58% Q4 2025 Feb 03, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 293,802 23,847 1.52% 1.4% 194 -1,399 -0.47% Q4 2025 Jan 07, 2026
Modern Wealth Management, LLC History Added to 290,563 23,584 0.43% 0.31% 195 +76,260 35.59% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 289,772 23,520 0.27% 0.26% 196 -10,341 -3.45% Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History Reduced 288,631 23,428 0.41% 0.39% 197 -96,684 -25.09% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 286,578 23,261 0.29% 0.28% 198 -17,513 -5.76% Q4 2025 Feb 05, 2026
Wallington Asset Management, LLC History Reduced 284,283 23,075 2.93% 2.69% 199 -831 -0.29% Q4 2025 Jan 14, 2026
NKCFO LLC History No change 279,400 22,679 6.56% 6.12% 200 0 0.0% Q4 2025 Feb 02, 2026
Coastal Bridge Advisors, LLC History Reduced 278,128 22,575 1.68% 1.54% 201 -1,487 -0.53% Q4 2025 Feb 18, 2026
SOFI WEALTH, LLC History Added to 277,571 22,530 1.12% 1.04% 202 +12,465 4.7% Q4 2025 Jan 30, 2026
Cypress Capital Group History Added to 274,500 22,281 2.5% 2.35% 203 +3,994 1.48% Q4 2025 Feb 11, 2026
Hamilton Wealth, LLC History Added to 274,064 22,245 4.23% 4.11% 204 +3,359 1.24% Q4 2025 Feb 19, 2026
NorthCrest Asset Manangement, LLC History Reduced 264,264 22,121 0.49% 0.52% 205 -27,385 -9.39% Q4 2025 Jan 08, 2026
Verger Capital Management LLC History Added to 270,798 21,980 6.51% 6.09% 206 +13,105 5.09% Q4 2025 Feb 02, 2026
Summit Financial, LLC History Reduced 270,136 21,926 0.32% 0.31% 207 -4,771 -1.74% Q4 2025 Feb 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 268,182 21,768 2.35% 2.43% 208 -50,440 -15.83% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 266,327 21,617 0.17% 0.08% 209 +123,491 86.46% Q4 2025 Feb 11, 2026
Cyndeo Wealth Partners, LLC History Reduced 265,655 21,563 1.16% 1.09% 210 -3,414 -1.27% Q4 2025 Jan 07, 2026
Sunbelt Securities, Inc. History Reduced 262,168 21,280 1.42% 2.12% 211 -159,877 -37.88% Q4 2025 Feb 20, 2026
EVOLVE PRIVATE WEALTH, LLC History New 260,335 21,131 1.25% — 212 +260,335 New Q4 2025 Feb 17, 2026
Sterling Financial Planning, Inc. History Reduced 257,929 20,936 6.31% 6.27% 213 -15,430 -5.64% Q4 2025 Jan 27, 2026
Private Advisor Group, LLC History Reduced 258,274 20,852 0.1% 0.11% 214 -54,340 -17.38% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 255,500 20,738 0.08% — 215 +255,500 New Q4 2025 Feb 05, 2026
Resonant Capital Advisors, LLC History Reduced 252,938 20,530 1.13% 1.07% 216 -269 -0.11% Q4 2025 Jan 29, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 252,905 20,528 0.04% 91.37% 217 -17,549 -6.49% Q4 2025 Feb 17, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 252,408 20,487 3.7% 3.47% 218 -862 -0.34% Q4 2025 Jan 14, 2026
CPA Asset Management Group, LLC History Added to 249,090 20,218 7.09% 6.89% 219 +3,555 1.45% Q4 2025 Jan 13, 2026
Faithward Advisors, LLC History Reduced 248,386 20,161 2.96% 2.84% 220 -14,502 -5.52% Q4 2025 Feb 17, 2026
Pictet North America Advisors SA History Reduced 248,159 20,143 1.91% 1.88% 221 -27,341 -9.92% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Reduced 247,652 20,101 0.27% 0.28% 222 -9,764 -3.79% Q4 2025 Feb 13, 2026
Employees Retirement System of Texas History New 244,500 19,846 0.16% — 223 +244,500 New Q4 2025 Feb 09, 2026
Fielder Capital Group LLC History Reduced 238,258 19,339 4.12% 4.0% 224 -3,118 -1.29% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 237,730 19,296 0.27% 0.22% 225 +30,492 14.71% Q4 2025 Feb 17, 2026
TruWealth Advisors, LLC History Added to 236,415 19,189 0.94% 0.5% 226 +99,606 72.81% Q4 2025 Jan 07, 2026
JSF Financial, LLC History Reduced 229,901 18,661 3.87% 3.82% 227 -6,945 -2.93% Q4 2025 Feb 04, 2026
Atria Investments, Inc History Added to 228,581 18,553 0.21% 0.19% 228 +3,685 1.64% Q4 2025 Feb 05, 2026
Lifeworks Advisors, LLC History Added to 228,306 18,531 2.4% 2.14% 229 +7,665 3.47% Q4 2025 Feb 13, 2026
Timber Creek Capital Management LLC History Reduced 227,077 18,431 4.28% 4.13% 230 -8,071 -3.43% Q4 2025 Jan 23, 2026
Sigma Planning Corp History Added to 221,105 17,947 0.5% 0.45% 231 +5,212 2.41% Q4 2025 Jan 30, 2026
Bulltick Wealth Management, LLC History Added to 220,691 17,913 3.81% 3.19% 232 +34,832 18.74% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Reduced 214,783 17,433 1.18% 1.1% 233 -4,004 -1.83% Q4 2025 Feb 10, 2026
ROGCO, LP History Added to 212,044 17,211 5.7% 5.29% 234 +4,921 2.38% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 209,594 17,012 0.21% 0.2% 235 -868 -0.41% Q4 2025 Jan 29, 2026
Forza Wealth Management, LLC History Reduced 208,763 16,945 6.13% 6.33% 236 -18,198 -8.02% Q4 2025 Feb 02, 2026
Fore Capital, LLC History No change 208,000 16,883 5.52% 4.34% 237 0 0.0% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Reduced 206,836 16,788 0.11% 0.1% 238 -548 -0.26% Q4 2025 Jan 28, 2026
EVOKE WEALTH, LLC History No change 206,701 16,777 0.31% 0.3% 239 0 0.0% Q4 2025 Feb 06, 2026
White Lighthouse Investment Management Inc. History Reduced 206,671 16,775 2.34% 2.39% 240 -8,975 -4.16% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 206,480 16,746 0.09% 0.09% 241 +16,429 8.64% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Reduced 204,583 16,605 0.61% 0.58% 242 -2,445 -1.18% Q4 2025 Jan 21, 2026
Hamilton Point Investment Advisors, LLC History Added to 203,598 16,526 2.51% 2.27% 243 +3,588 1.79% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Reduced 203,392 16,509 0.1% 0.09% 244 -9,922 -4.65% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History No change 203,287 16,500 0.34% 0.3% 245 0 0.0% Q4 2025 Feb 13, 2026
DT Investment Partners, LLC History Reduced 202,811 16,462 1.36% 1.26% 246 -1,859 -0.91% Q4 2025 Feb 10, 2026
Van Hulzen Asset Management, LLC History Reduced 202,434 16,431 1.21% 1.11% 247 -2,312 -1.13% Q4 2025 Feb 06, 2026
Wealth Quarterback LLC History Added to 201,247 16,335 5.88% 5.65% 248 +555 0.28% Q4 2025 Jan 15, 2026
BROWN ADVISORY INC History Added to 200,903 16,307 0.02% 0.02% 249 +1,394 0.7% Q4 2025 Feb 13, 2026
Wealth Management Partners, LLC History Reduced 199,719 16,211 4.63% 4.71% 250 -3,944 -1.94% Q4 2025 Jan 12, 2026
Three Bridge Wealth Advisors, LLC History Reduced 197,895 16,063 4.24% 3.73% 251 -779 -0.39% Q4 2025 Feb 10, 2026
Arlington Capital Management, Inc. History Added to 197,853 16,059 9.87% 9.18% 252 +393 0.2% Q4 2025 Jan 06, 2026
CSS LLC/IL History Added to 197,260 16,011 0.71% 0.6% 253 +12,020 6.49% Q4 2025 Feb 17, 2026
Legend Financial Advisors, Inc. History Reduced 194,556 15,792 9.56% 9.73% 254 -23,486 -10.77% Q4 2025 Jan 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 188,643 15,312 0.92% 0.65% 255 +33,790 21.82% Q4 2025 Jan 20, 2026
GAMCO INVESTORS, INC. ET AL History Added to 187,171 15,192 0.15% 0.12% 256 +14,505 8.4% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 186,755 15,158 0.25% 0.21% 257 +47,534 34.14% Q4 2025 Mar 12, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 186,460 15,134 2.89% 2.64% 258 -542 -0.29% Q4 2025 Feb 13, 2026
Shepherd Financial Partners LLC History Reduced 186,414 15,131 1.4% 1.32% 259 -4,412 -2.31% Q4 2025 Feb 10, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Added to 186,346 15,125 8.13% 7.38% 260 +4,062 2.23% Q4 2025 Jan 28, 2026
Upper Left Wealth Management, LLC History Reduced 185,956 15,094 9.2% 9.26% 261 -16,712 -8.25% Q4 2025 Jan 22, 2026
Private Harbour Investment Management & Counsel, LLC History Reduced 185,699 15,073 15.76% 14.07% 262 -1,037 -0.56% Q4 2025 Feb 17, 2026
NTV ASSET MANAGEMENT LLC History Reduced 182,026 14,775 1.56% 1.51% 263 -8,834 -4.63% Q4 2025 Jan 20, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 181,106 14,700 3.46% 3.28% 264 -4,999 -2.69% Q4 2025 Jan 08, 2026
OpenArc Corporate Advisory, LLC History New 180,124 14,620 0.24% — 265 +180,124 New Q4 2025 Feb 13, 2026
Purkiss Capital Advisors LLC History Added to 177,693 14,423 6.76% 5.77% 266 +12,085 7.3% Q4 2025 Feb 04, 2026
Apollon Wealth Management, LLC History Added to 177,144 14,378 0.25% 0.22% 267 +6,011 3.51% Q4 2025 Jan 22, 2026
Sharkey, Howes & Javer History Reduced 177,045 14,370 1.83% 1.66% 268 -490 -0.28% Q4 2025 Jan 13, 2026
Icon Wealth Advisors, LLC History Reduced 176,175 14,300 0.95% 0.91% 269 -8,063 -4.38% Q4 2025 Feb 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 176,107 14,294 0.74% 0.67% 270 -6,234 -3.42% Q4 2025 Jan 27, 2026
Regency Capital Management Inc.\DE History Added to 175,642 14,256 5.93% 5.98% 271 +2,838 1.64% Q4 2025 Feb 11, 2026
EFG International AG History New 175,207 14,221 0.28% — 272 +175,207 New Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Reduced 161,898 14,038 1.25% 1.23% 273 -795 -0.49% Q4 2025 Jan 26, 2026
COHEN & STEERS, INC. History Reduced 172,493 14,001 0.03% 0.04% 274 -164,810 -48.86% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Reduced 171,929 13,956 0.42% 0.37% 275 -1,462 -0.84% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 171,575 13,926 0.15% 0.14% 276 +44,942 35.49% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 171,173 13,895 0.4% 0.45% 277 -262,353 -60.52% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 170,899 13,871 0.08% 0.07% 278 -1,151 -0.67% Q4 2025 Feb 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 170,835 13,866 0.11% 0.25% 279 -251,989 -59.6% Q4 2025 Feb 03, 2026
Trek Financial, LLC History Reduced 170,628 13,849 0.8% 0.74% 280 -818 -0.48% Q4 2025 Feb 04, 2026
Beacon Harbor Wealth Advisors, Inc. History Reduced 169,274 13,739 3.05% 3.02% 281 -8,334 -4.69% Q4 2025 Jan 23, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 168,524 13,679 4.56% 4.1% 282 +8,209 5.12% Q4 2025 Jan 26, 2026
Stonebridge Financial Group, LLC History Reduced 168,360 13,665 1.17% 1.09% 283 -1,376 -0.81% Q4 2025 Jan 21, 2026
Braeburn Wealth Management LLC History New 167,762 13,617 6.95% — 284 +167,762 New Q4 2025 Feb 18, 2026
Broussard Financial Group LLC History New 167,467 13,593 11.02% — 285 +167,467 New Q4 2025 Feb 02, 2026
TSFG, LLC History Added to 166,259 13,495 2.02% 1.73% 286 +16,453 10.98% Q4 2025 Feb 04, 2026
KM Capital Management Ltd. History Added to 70,432 13,482 6.89% 2.05% 287 +9,507 15.6% Q4 2025 Feb 17, 2026
Well Done, LLC History Added to 165,718 13,451 2.01% 1.96% 288 +7,727 4.89% Q4 2025 Jan 13, 2026
Morton Capital Management LLC/CA History Reduced 162,297 13,173 2.02% 2.01% 289 -6,069 -3.6% Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Added to 162,082 13,156 0.28% 0.24% 290 +22,038 15.74% Q4 2025 Feb 02, 2026
Harbour Wealth Management Group, Inc. History New 161,869 13,138 10.27% — 291 +161,869 New Q4 2025 Feb 19, 2026
Prospera Financial Services Inc History Reduced 161,536 13,111 0.22% 0.25% 292 -38,921 -19.42% Q4 2025 Feb 09, 2026
SAPIENT CAPITAL LLC History Added to 159,686 13,047 0.18% 0.18% 293 +69 0.04% Q4 2025 Feb 05, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 159,116 12,915 10.24% 9.3% 294 -955 -0.6% Q4 2025 Jan 16, 2026
MA Private Wealth History Reduced 156,752 12,723 2.12% 1.93% 295 -1,006 -0.64% Q4 2025 Feb 03, 2026
NewEdge Wealth, LLC History Added to 226,498 12,602 0.14% 0.17% 296 +2,561 1.14% Q4 2025 Feb 03, 2026
Signet Investment Advisory Group, Inc. History Reduced 154,869 12,570 5.84% 6.25% 297 -23,865 -13.35% Q4 2025 Feb 12, 2026
BSW Wealth Partners History Reduced 154,247 12,520 1.5% 1.4% 298 -85 -0.06% Q4 2025 Jan 23, 2026
Triad Wealth Partners, LLC History Added to 152,180 12,352 1.17% 1.23% 299 +21,350 16.32% Q4 2025 Jan 22, 2026
DSG Capital Advisors, LLC History Reduced 141,357 12,257 1.87% 1.7% 300 -5,076 -3.47% Q4 2025 Jan 27, 2026
Marino Management, LLC History New 149,479 12,213 2.43% — 301 +149,479 New Q4 2025 Feb 13, 2026
MinichMacGregor Wealth Management, LLC History Reduced 148,873 12,084 2.19% 2.16% 302 -2,997 -1.97% Q4 2025 Feb 17, 2026
WEALTH ALLIANCE, LLC History Reduced 147,484 11,971 1.17% 1.13% 303 -3,191 -2.12% Q4 2025 Feb 13, 2026
Wills Financial Group LLC History Added to 147,134 11,942 4.56% 4.0% 304 +13,093 9.77% Q4 2025 Feb 11, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 146,836 11,918 0.61% 0.57% 305 -6,248 -4.08% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 146,475 11,889 0.15% 0.14% 306 +237 0.16% Q4 2025 Feb 04, 2026
Spire Wealth Management History Added to 146,095 11,858 0.4% 0.28% 307 +35,028 31.54% Q4 2025 Jan 14, 2026
Security Financial Services, INC. History Reduced 146,000 11,850 1.86% 1.84% 308 -10,798 -6.89% Q4 2025 Jan 27, 2026
Grove Bank & Trust History Added to 145,203 11,786 1.33% 1.21% 309 +3,135 2.21% Q4 2025 Jan 08, 2026
Tennessee Valley Asset Management Partners History Added to 145,028 11,771 1.53% 1.42% 310 +1,477 1.03% Q4 2025 Feb 05, 2026
Old Port Advisors History Reduced 144,907 11,762 2.89% 2.82% 311 -9,530 -6.17% Q4 2025 Jan 08, 2026
CAPE ANN SAVINGS BANK History Reduced 143,416 11,641 5.97% 5.76% 312 -4,832 -3.26% Q4 2025 Jan 28, 2026
Bigelow Investment Advisors, LLC History Added to 143,370 11,637 4.55% 4.18% 313 +896 0.63% Q4 2025 Jan 28, 2026
Stablepoint Partners, LLC History Reduced 143,183 11,622 1.81% 1.71% 314 -4,703 -3.18% Q4 2025 Jan 13, 2026
Ballentine Partners, LLC History Reduced 142,884 11,597 0.16% 0.16% 315 -15,658 -9.88% Q4 2025 Feb 03, 2026
JNBA Financial Advisors History Reduced 142,714 11,584 1.01% 0.97% 316 -4,067 -2.77% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 141,905 11,518 0.04% — 317 +141,905 New Q4 2025 Feb 13, 2026
LifePlan Financial, LLC History Reduced 141,610 11,494 8.81% 8.79% 318 -10,919 -7.16% Q4 2025 Jan 20, 2026
Impact Investors, Inc History Reduced 139,968 11,361 7.88% 7.19% 319 -10,022 -6.68% Q4 2025 Jan 21, 2026
MFA WEALTH ADVISORS, LLC History Added to 139,884 11,354 2.4% 2.17% 320 +3,350 2.45% Q4 2025 Jan 14, 2026
Global Retirement Partners, LLC History Added to 137,928 11,195 0.2% 0.15% 321 +48,797 54.75% Q4 2025 Feb 06, 2026
Mesirow Financial Investment Management, Inc. History Reduced 137,269 11,142 0.23% 0.24% 322 -49,470 -26.49% Q4 2025 Feb 05, 2026
Parkside Investments, LLC History Added to 136,998 11,120 1.4% 1.03% 323 +23,921 21.15% Q4 2025 Feb 09, 2026
Resona Asset Management Co.,Ltd. History No change 135,608 11,007 0.05% 0.05% 324 0 0.0% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History Reduced 134,802 10,941 0.64% 0.43% 325 -2,129 -1.55% Q4 2025 Jan 30, 2026
Kelly Financial Services LLC History Reduced 132,637 10,766 2.7% 2.56% 326 -3,048 -2.25% Q4 2025 Jan 13, 2026
SteelPeak Wealth, LLC History Added to 131,656 10,686 0.35% 0.3% 327 +7,499 6.04% Q4 2025 Jan 20, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 130,858 10,621 0.15% 0.12% 328 +19,777 17.8% Q4 2025 Feb 09, 2026
Roehl & Yi Investment Advisors, LLC History New 133,450 10,511 4.17% — 329 +133,450 New Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 128,357 10,418 0.31% 0.3% 330 +2,948 2.35% Q4 2025 Feb 19, 2026
Stone House Investment Management, LLC History Reduced 128,126 10,399 1.61% 1.62% 331 -3,761 -2.85% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 122,605 10,374 0.22% 0.16% 332 +19,140 18.5% Q4 2025 Jan 26, 2026
SEEDS INVESTOR LLC History Added to 127,484 10,347 1.98% 1.84% 333 +7,517 6.27% Q4 2025 Jan 27, 2026
Ariston Services Group History Reduced 126,940 10,303 6.04% 5.59% 334 -517 -0.41% Q4 2025 Jan 23, 2026
Omnia Family Wealth, LLC History Reduced 126,824 10,294 3.04% 3.03% 335 -1,272 -0.99% Q4 2025 Jan 16, 2026
Walleye Trading LLC History Added to 126,354 10,256 0.01% 0.01% 336 +25,054 24.73% Q4 2025 Feb 13, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 125,967 10,224 3.71% 3.76% 337 -10,027 -7.37% Q4 2025 Jan 13, 2026
NorthRock Partners, LLC History Added to 124,996 10,146 0.17% 0.13% 338 +29,001 30.21% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Reduced 124,778 10,128 1.92% 1.85% 339 -5,717 -4.38% Q4 2025 Feb 12, 2026
Silverleafe Capital Partners, LLC History Added to 123,971 10,062 2.98% 2.65% 340 +4,722 3.96% Q4 2025 Jan 12, 2026
Highland Financial Advisors, LLC History Reduced 123,785 10,047 2.79% 2.59% 341 -215 -0.17% Q4 2025 Jan 23, 2026
Harvest Fund Management Co., Ltd History Added to 123,632 10,033 0.38% 0.37% 342 +3,335 2.77% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 123,571 10,030 0.31% 0.3% 343 -4,264 -3.34% Q4 2025 Feb 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 123,047 9,987 2.41% 2.25% 344 -1,936 -1.55% Q4 2025 Jan 20, 2026
MBA Advisors LLC History Added to 122,956 9,980 4.02% 3.74% 345 +2,578 2.14% Q4 2025 Jan 21, 2026
High Falls Advisors, Inc History Reduced 122,904 9,976 2.02% 1.87% 346 -2,073 -1.66% Q4 2025 Feb 18, 2026
AssuredPartners Investment Advisors, LLC History Added to 122,621 9,953 1.48% 1.97% 347 +1,012 0.83% Q4 2025 Feb 03, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 121,576 9,868 0.5% 0.46% 348 -704 -0.58% Q4 2025 Feb 03, 2026
Baker Avenue Asset Management, LP History Reduced 121,555 9,866 0.23% 0.21% 349 -101 -0.08% Q4 2025 Feb 10, 2026
Vivaldi Capital Management LP History Reduced 120,212 9,757 1.33% 1.25% 350 -1,027 -0.85% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History Reduced 118,971 9,656 1.96% 1.88% 351 -217 -0.18% Q4 2025 Jan 23, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 118,348 9,606 3.49% 3.32% 352 -1,189 -0.99% Q4 2025 Jan 27, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 9,546 4.05% 3.65% 353 -122,322 -100.0% Q3 2025 Nov 14, 2025
Avestar Capital, LLC History Added to 117,352 9,525 0.62% 0.5% 354 +13,072 12.54% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Reduced 117,141 9,508 0.24% 0.24% 355 -9,039 -7.16% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Reduced 116,582 9,461 0.49% 0.5% 356 -8,780 -7.0% Q4 2025 Mar 04, 2026
Clear Creek Financial Management, LLC History Added to 116,192 9,431 0.77% 0.71% 357 +3,924 3.5% Q4 2025 Jan 23, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 115,915 9,408 0.02% 0.02% 358 -8,495 -6.83% Q4 2025 Feb 10, 2026
Southeast Asset Advisors, LLC History Added to 115,620 9,384 0.89% 0.92% 359 +30 0.03% Q4 2025 Feb 13, 2026
Global Wealth Strategies & Associates History Reduced 115,444 9,370 2.34% 2.17% 360 -569 -0.49% Q4 2025 Jan 02, 2026
Exit Wealth Advisors, LLC. History Added to 114,750 9,314 5.51% 5.26% 361 +6,408 5.91% Q4 2025 Feb 10, 2026
Cauble & Harre Wealth Management, Inc. History New 114,137 9,264 7.77% — 362 +114,137 New Q4 2025 Feb 05, 2026
Plum Street Advisors, LLC History Reduced 113,927 9,247 3.29% 3.35% 363 -5,366 -4.5% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 112,747 9,151 0.1% 0.1% 364 -3,487 -3.0% Q4 2025 Feb 12, 2026
Diversify Advisory Services, LLC History Reduced 105,966 9,141 0.29% 0.28% 365 -3,921 -3.57% Q4 2025 Jan 23, 2026
LifeWealth Investments, LLC History Reduced 112,495 9,131 2.89% 2.82% 366 -5,140 -4.37% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 112,053 9,095 0.0% 0.0% 367 +13,538 13.74% Q4 2025 Feb 17, 2026
WealthCare Investment Partners, LLC History Reduced 111,247 9,073 2.64% 2.72% 368 -3,845 -3.34% Q4 2025 Jan 06, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 111,189 9,025 1.21% 1.55% 369 -7,139 -6.03% Q4 2025 Jan 23, 2026
Midwest Capital Advisors, LLC History Added to 110,805 8,994 4.31% 3.65% 370 +6,874 6.61% Q4 2025 Jan 29, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 110,059 8,933 2.37% 2.43% 371 -2,407 -2.14% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Added to 109,604 8,896 0.17% 0.16% 372 +17,518 19.02% Q4 2025 Feb 13, 2026
Buttonwood Financial Group, LLC History Reduced 104,759 8,893 4.73% 4.52% 373 -34,798 -24.93% Q4 2025 Jan 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 107,106 8,693 0.13% 0.1% 374 +24,340 29.41% Q4 2025 Feb 12, 2026
Towneley Capital Management, Inc / DE History Reduced 106,657 8,657 1.83% 1.72% 375 -2,331 -2.14% Q4 2025 Jan 30, 2026
Pekin Hardy Strauss, Inc. History Added to 106,566 8,649 0.8% 0.7% 376 +10,810 11.29% Q4 2025 Jan 30, 2026
Callan Family Office, LLC History Reduced 106,384 8,635 0.19% 0.28% 377 -14,215 -11.79% Q4 2025 Feb 12, 2026
LaSalle St. Investment Advisors, LLC History Added to 105,966 8,601 1.39% 0.79% 378 +45,095 74.08% Q4 2025 Feb 17, 2026
Ackerman Capital Advisors, LLC History Added to 105,787 8,586 1.72% 1.57% 379 +2,653 2.57% Q4 2025 Feb 11, 2026
Maltin Wealth Management, Inc. History Reduced 105,560 8,568 3.41% 3.93% 380 -24,499 -18.84% Q4 2025 Jan 15, 2026
Accretive Wealth Partners, LLC History Reduced 105,038 8,525 2.53% 2.35% 381 -667 -0.63% Q4 2025 Jan 28, 2026
GFS Advisors, LLC History Reduced 104,642 8,493 1.01% 1.2% 382 -24,917 -19.23% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 98,209 8,482 1.72% 1.35% 383 +20,722 26.74% Q4 2025 Feb 03, 2026
Summit Place Financial Advisors, LLC History Reduced 104,003 8,441 4.09% 3.75% 384 -5,262 -4.82% Q4 2025 Feb 02, 2026
Cranbrook Wealth Management, LLC History Reduced 103,421 8,394 1.65% 1.67% 385 -10,844 -9.49% Q4 2025 Jan 28, 2026
Topor & Co. Korea History New 102,875 8,350 6.29% — 386 +102,875 New Q4 2025 Apr 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 102,796 8,343 0.22% 0.2% 387 -1,299 -1.25% Q4 2025 Jan 23, 2026
American Investment Services, Inc. History Reduced 102,250 8,299 1.93% 2.24% 388 -25,959 -20.25% Q4 2025 Feb 13, 2026
ONE Advisory Partners, LLC History Reduced 102,160 8,292 2.5% 2.52% 389 -4,062 -3.82% Q4 2025 Jan 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 101,887 8,270 1.17% 1.16% 390 +1,376 1.37% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 101,855 8,267 0.2% 0.15% 391 +25,147 32.78% Q4 2025 Feb 04, 2026
True North Advisors, LLC History Reduced 101,817 8,264 1.07% 1.2% 392 -2,059 -1.98% Q4 2025 Jan 22, 2026
Keystone Financial Group History Added to 101,644 8,250 0.61% 0.47% 393 +16,472 19.34% Q4 2025 Feb 06, 2026
Rochester Wealth Strategies, LLC History Reduced 101,536 8,241 5.17% 5.27% 394 -9,127 -8.25% Q4 2025 Jan 15, 2026
BEACON FINANCIAL GROUP History New 101,297 8,222 0.82% — 395 +101,297 New Q4 2025 Apr 01, 2026
Wellspring Financial Advisors, LLC History Reduced 101,062 8,203 0.65% 0.69% 396 -1,672 -1.63% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 100,778 8,179 0.16% 0.13% 397 +11,978 13.49% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 100,187 8,132 0.43% 0.41% 398 +642 0.64% Q4 2025 Jan 20, 2026
DCF Advisers, LLC History No change 100,000 8,117 2.18% 2.34% 399 0 0.0% Q4 2025 Feb 11, 2026
Greenline Partners, LLC History Reduced 99,834 8,103 0.93% 1.14% 400 -29,311 -22.7% Q4 2025 Feb 17, 2026
Palisades Hudson Asset Management, L.P. History Reduced 99,138 8,047 3.12% 2.93% 401 -11,975 -10.78% Q4 2025 Jan 30, 2026
KITCHING PARTNERS, LLC History Reduced 98,923 8,029 7.33% 7.33% 402 -7,775 -7.29% Q4 2025 Feb 18, 2026
CAPITAL ADVISORS INC/OK History Added to 98,613 8,004 0.13% 0.11% 403 +8,417 9.33% Q4 2025 Jan 15, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 96,888 7,864 1.33% 1.18% 404 +103 0.11% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 95,138 7,773 0.1% 0.1% 405 -7,513 -7.32% Q4 2025 Jan 23, 2026
Crescent Grove Advisors, LLC History Added to 95,433 7,746 0.72% 0.65% 406 +993 1.05% Q4 2025 Feb 11, 2026
Lineweaver Wealth Advisors, LLC History Reduced 94,939 7,706 1.04% 1.01% 407 -195 -0.2% Q4 2025 Jan 14, 2026
Bull Oak Capital, LLC History Reduced 94,637 7,681 3.14% 2.96% 408 -1,252 -1.31% Q4 2025 Feb 02, 2026
STABLEFORD CAPITAL II LLC History Reduced 94,317 7,655 2.77% 2.56% 409 -3,059 -3.14% Q4 2025 Jan 13, 2026
Blueprint Investment Partners LLC History Added to 93,745 7,609 0.81% 0.94% 410 +1,773 1.93% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 93,303 7,573 0.35% 0.31% 411 +410 0.44% Q4 2025 Feb 17, 2026
Kure Advisory, LLC History Added to 93,253 7,569 4.23% 4.15% 412 +826 0.89% Q4 2025 Jan 08, 2026
Leslie Global Wealth, LLC History Reduced 92,904 7,541 3.39% 3.26% 413 -2,530 -2.65% Q4 2025 Feb 02, 2026
Lido Advisors, LLC History Added to 102,884 7,532 0.02% 0.02% 414 +634 0.62% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 92,695 7,524 0.06% 0.01% 415 +77,356 504.31% Q4 2025 Feb 17, 2026
Systelligence, LLC History Added to 92,387 7,499 1.43% 0.89% 416 +28,019 43.53% Q4 2025 Jan 22, 2026
BESSEMER GROUP INC History Reduced 92,131 7,479 0.01% 0.01% 417 -321 -0.35% Q4 2025 Feb 05, 2026
Insight Wealth Partners, LLC History Added to 91,789 7,450 1.02% 1.98% 418 +2,546 2.85% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 90,678 7,360 0.76% 0.7% 419 +1,090 1.22% Q4 2025 Jan 29, 2026
CAMDEN NATIONAL BANK History Reduced 90,276 7,327 1.01% 0.94% 420 -2,495 -2.69% Q4 2025 Feb 10, 2026
JMAC ENTERPRISES LLC History Added to 90,196 7,321 1.4% 1.25% 421 +3,477 4.01% Q4 2025 Jan 21, 2026
FLOW TRADERS U.S. LLC History New 90,129 7,316 0.24% — 422 +90,129 New Q4 2025 Feb 13, 2026
Madden Advisory Services, Inc. History Reduced 89,771 7,286 2.93% 2.65% 423 -4,397 -4.67% Q4 2025 Feb 11, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 89,715 7,282 1.01% 1.19% 424 -27,716 -23.6% Q4 2025 Jan 26, 2026
TriaGen Wealth Management LLC History Added to 88,982 7,222 1.87% 1.67% 425 +803 0.91% Q4 2025 Jan 27, 2026
IHT Wealth Management, LLC History Added to 88,916 7,217 0.18% 0.15% 426 +4,915 5.85% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 88,490 7,182 0.1% 0.09% 427 +570 0.65% Q4 2025 Jan 30, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 88,044 7,146 1.7% 1.43% 428 +2,716 3.18% Q4 2025 Feb 13, 2026
Blueprint Financial Advisors LLC History Reduced 88,036 7,145 1.09% 1.39% 429 -252 -0.29% Q4 2025 Feb 13, 2026
TBH Global Asset Management, LLC History Added to 87,178 7,076 1.18% 0.43% 430 +56,659 185.65% Q4 2025 Jan 29, 2026
WELCH & FORBES LLC History No change 86,883 7,052 0.09% 0.08% 431 0 0.0% Q4 2025 Feb 10, 2026
Independent Solutions Wealth Management, LLC History Added to 86,383 7,011 1.29% 1.06% 432 +4,379 5.34% Q4 2025 Feb 05, 2026
Waterloo Capital, L.P. History Reduced 86,156 6,993 0.5% 0.47% 433 -1,252 -1.43% Q4 2025 Feb 10, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 85,672 6,953 1.19% 1.2% 434 -9,339 -9.83% Q4 2025 Jan 26, 2026
Vernal Point Advisors, LLC History No change 84,629 6,869 2.83% 2.66% 435 0 0.0% Q4 2025 Feb 13, 2026
Argent Trust Co History Added to 84,467 6,856 0.24% 0.21% 436 +2,596 3.17% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History New 82,920 6,730 0.0% — 437 +82,920 New Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 82,620 6,706 0.31% 0.05% 438 +75,270 1024.08% Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Reduced 82,363 6,685 1.6% 1.58% 439 -3,187 -3.73% Q4 2025 Jan 08, 2026
Tikvah Management LLC History No change 82,230 6,674 1.78% 1.77% 440 0 0.0% Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History Added to 81,392 6,606 1.55% 1.32% 441 +895 1.11% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 81,290 6,598 0.04% 0.03% 442 +4,409 5.73% Q4 2025 Feb 03, 2026
Briaud Financial Planning, Inc History Reduced 81,225 6,593 1.62% 2.07% 443 -5,813 -6.68% Q4 2025 Jan 28, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 81,124 6,584 1.71% 1.65% 444 +802 1.0% Q4 2025 Feb 06, 2026
Excelsior Advisor Network LLC History New 80,846 6,562 3.19% — 445 +80,846 New Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 80,433 6,528 0.78% 0.78% 446 -2,779 -3.34% Q4 2025 Jan 26, 2026
waypoint wealth counsel History Reduced 80,321 6,519 2.39% 2.32% 447 -563 -0.7% Q4 2025 Jan 28, 2026
Fearless Solutions, LLC dba Best Invest History Added to 80,152 6,505 3.94% 3.26% 448 +10,246 14.66% Q4 2025 Jan 20, 2026
SENTINEL TRUST CO LBA History Reduced 79,875 6,483 0.64% 0.9% 449 -41,612 -34.25% Q4 2025 Jan 29, 2026
Vontobel Holding Ltd. History Added to 79,694 6,468 0.02% 0.02% 450 +9 0.01% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Added to 79,586 6,459 0.03% 0.02% 451 +4,429 5.89% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 79,144 6,424 0.05% — 452 +79,144 New Q4 2025 Feb 18, 2026
Deane Retirement Strategies, Inc. History Added to 78,897 6,404 2.65% 2.4% 453 +2,150 2.8% Q4 2025 Jan 28, 2026
MOTCO History Added to 78,774 6,394 0.58% 0.52% 454 +103 0.13% Q4 2025 Feb 06, 2026
FIDUCIARY TRUST CO History Reduced 78,710 6,388 0.07% 0.07% 455 -4,795 -5.74% Q4 2025 Feb 13, 2026
Sage Investment Advisers LLC History New 77,830 6,317 4.74% — 456 +77,830 New Q4 2025 Feb 10, 2026
Guardian Wealth Management, LLC History New 77,690 6,306 2.0% — 457 +77,690 New Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Added to 77,191 6,265 0.04% 0.03% 458 +4,414 6.07% Q4 2025 Jan 26, 2026
China Universal Asset Management Co., Ltd. History Added to 77,000 6,250 0.48% 0.28% 459 +31,000 67.39% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Added to 71,641 6,211 0.53% 0.48% 460 +334 0.47% Q4 2025 Jan 20, 2026
NavPoint Financial, Inc. History Added to 76,175 6,183 2.64% 2.65% 461 +6,750 9.72% Q4 2025 Jan 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 75,967 6,166 0.03% 0.03% 462 -580 -0.76% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Reduced 75,945 6,164 0.72% 1.08% 463 -10,871 -12.52% Q4 2025 Feb 13, 2026
Bensler, LLC History Added to 75,726 6,146 0.62% 0.55% 464 +3,091 4.26% Q4 2025 Feb 04, 2026
TSA Wealth Managment LLC History Reduced 75,630 6,138 2.03% 1.93% 465 -2,309 -2.96% Q4 2025 Jan 22, 2026
West Wealth Group, LLC History Added to 75,614 6,137 1.27% 1.24% 466 +6,045 8.69% Q4 2025 Jan 26, 2026
Pacific Park Financial, Inc. History New 75,408 6,120 3.82% — 467 +75,408 New Q4 2025 Jan 30, 2026
Apollon Financial, LLC History Reduced 75,372 6,117 0.89% 0.94% 468 -2,597 -3.33% Q4 2025 Jan 22, 2026
Chicago Partners Investment Group LLC History Reduced 65,076 6,103 0.15% 0.13% 469 -700 -1.06% Q4 2025 Jan 28, 2026
Knollwood Investment Advisory, LLC History Added to 75,139 6,099 0.57% 0.44% 470 +8,112 12.1% Q4 2025 Feb 13, 2026
Sepio Capital, LP History No change 74,908 6,080 0.33% 0.32% 471 0 0.0% Q4 2025 Feb 12, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 74,648 6,059 2.34% 2.14% 472 0 0.0% Q4 2025 Feb 13, 2026
Hilltop National Bank History Added to 74,440 6,042 1.46% 1.32% 473 +750 1.02% Q4 2025 Jan 07, 2026
Fifth Third Wealth Advisors LLC History Reduced 73,936 6,001 0.21% 0.2% 474 -1,167 -1.55% Q4 2025 Jan 15, 2026
Gradient Investments LLC History Added to 73,744 5,985 0.1% 0.09% 475 +213 0.29% Q4 2025 Jan 08, 2026
Discipline Wealth Solutions, LLC History Reduced 73,580 5,972 1.11% 1.41% 476 -53 -0.07% Q4 2025 Jan 26, 2026
EQ LLC History Added to 73,212 5,942 1.71% 1.75% 477 +2,544 3.6% Q4 2025 Feb 10, 2026
Marex Group plc History Reduced 73,194 5,941 0.04% 0.04% 478 -3,150 -4.13% Q4 2025 Feb 12, 2026
Argentarii, LLC History New 71,525 5,805 1.89% — 479 +71,525 New Q4 2025 Jan 13, 2026
Fortis Group Advisors, LLC History Added to 63,626 5,802 0.97% 0.74% 480 +6,694 11.76% Q4 2025 Feb 06, 2026
Aspect Partners, LLC History Added to 70,569 5,728 2.51% 2.31% 481 +738 1.06% Q4 2025 Jan 23, 2026
Howard Capital Management Inc. History Added to 70,361 5,711 0.07% 0.06% 482 +6,305 9.84% Q4 2025 Jan 23, 2026
BCGM Wealth Management, LLC History Reduced 70,338 5,709 1.46% 1.36% 483 -1,313 -1.83% Q4 2025 Jan 07, 2026
Gibson Capital, LLC History Reduced 70,271 5,703 1.05% 1.0% 484 -4,269 -5.73% Q4 2025 Feb 05, 2026
CPR Investments Inc. History Added to 69,963 5,678 3.81% 3.4% 485 +2,117 3.12% Q4 2025 Jan 14, 2026
Versant Capital Management, Inc History Reduced 69,735 5,660 0.71% 0.78% 486 -9,211 -11.67% Q4 2025 Jan 08, 2026
WCG Wealth Advisors LLC History Added to 69,375 5,631 0.16% 0.29% 487 +5,462 8.55% Q4 2025 Feb 10, 2026
LifePlan Investment Advisors, Inc. History Reduced 69,286 5,623 2.29% 2.15% 488 -1,170 -1.66% Q4 2025 Feb 09, 2026
Pacific Point Advisors, LLC History No change 68,862 5,589 2.99% 2.92% 489 0 0.0% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History Added to 68,719 5,577 0.04% 0.03% 490 +688 1.01% Q4 2025 Jan 27, 2026
Mengis Capital Management, Inc. History Reduced 68,270 5,541 0.98% 0.98% 491 -414 -0.6% Q4 2025 Mar 05, 2026
Financial Alternatives, Inc History Added to 67,929 5,513 3.2% 2.96% 492 +821 1.22% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History Reduced 67,884 5,510 0.23% 0.23% 493 -26,536 -28.1% Q4 2025 Feb 17, 2026
Nadler Financial Group, Inc. History Added to 67,589 5,486 0.51% 0.42% 494 +6,793 11.17% Q4 2025 Jan 28, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 67,431 5,473 0.08% 0.07% 495 +576 0.86% Q4 2025 Feb 12, 2026
Park Edge Advisors, LLC History Reduced 67,339 5,465 1.24% 1.39% 496 -15,394 -18.61% Q4 2025 Jan 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 66,989 5,463 0.86% 0.86% 497 -2,786 -3.99% Q4 2025 Jan 08, 2026
WHITTIER TRUST CO History Added to 64,554 5,462 0.06% 0.05% 498 +268 0.42% Q4 2025 Jan 26, 2026
Beacon Bridge Wealth Partners, LLC History Added to 66,804 5,422 1.8% 1.13% 499 +22,967 52.39% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Added to 66,628 5,408 0.32% 0.27% 500 +9,542 16.72% Q4 2025 Feb 17, 2026
Altman Advisors, Inc. History Reduced 80,627 5,405 2.04% 2.06% 502 -5,856 -6.77% Q4 2025 Feb 04, 2026
Per Stirling Capital Management, LLC. History Reduced 66,600 5,405 0.61% 0.58% 501 -243 -0.36% Q4 2025 Feb 17, 2026
ShoreHaven Wealth Partners, LLC History Reduced 66,488 5,396 1.94% 1.81% 503 -924 -1.37% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Added to 66,443 5,393 0.14% 0.12% 504 +4,135 6.64% Q4 2025 Feb 17, 2026
Financial Sense Advisors, Inc. History Reduced 66,128 5,367 0.98% 0.88% 505 -4,845 -6.83% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History Added to 65,857 5,345 0.92% 0.72% 506 +11,244 20.59% Q4 2025 Feb 05, 2026
FDx Advisors, Inc. History Reduced 65,832 5,344 2.73% 1.63% 507 -6,280 -8.71% Q4 2025 Feb 10, 2026
SGL Investment Advisors, Inc. History Added to 59,032 5,344 2.14% 1.67% 508 +5,834 10.97% Q4 2025 Feb 06, 2026
Family Manage LLC History Added to 65,329 5,302 0.67% 0.58% 509 +7,509 12.99% Q4 2025 Feb 17, 2026
Keystone Financial Services History Added to 65,207 5,292 1.6% 1.02% 510 +20,023 44.31% Q4 2025 Feb 12, 2026
J2 Capital Management Inc History Reduced 64,807 5,260 3.84% 3.58% 511 -619 -0.95% Q4 2025 Jan 20, 2026
Amplius Wealth Advisors, LLC History Reduced 64,690 5,250 0.44% 0.43% 512 -3,541 -5.19% Q4 2025 Jan 12, 2026
CI INVESTMENTS INC. History Added to 64,617 5,244 0.02% 0.02% 513 +7,000 12.15% Q4 2025 Feb 12, 2026
Rakuten Investment Management, Inc. History No change 72,574 5,236 0.02% 0.02% 514 0 0.0% Q4 2025 Feb 17, 2026
Altiora Financial Group, LLC History Reduced 64,394 5,226 0.9% 1.0% 515 -10,632 -14.17% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Reduced 64,324 5,221 0.16% 0.16% 516 -2,798 -4.17% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Reduced 64,140 5,206 0.41% 0.4% 517 -2,797 -4.18% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 64,039 5,198 0.03% 0.03% 518 +5,119 8.69% Q4 2025 Jan 29, 2026
Modera Wealth Management, LLC History Added to 64,032 5,197 0.06% 0.05% 519 +1,941 3.13% Q4 2025 Jan 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 63,509 5,155 4.01% — 520 +63,509 New Q4 2025 Mar 05, 2026
Westover Capital Advisors, LLC History Added to 63,124 5,123 0.93% 0.84% 521 +901 1.45% Q4 2025 Feb 09, 2026
Synergy Investment Management, LLC History Added to 62,675 5,087 1.8% 1.67% 522 +2,744 4.58% Q4 2025 Feb 06, 2026
Interchange Capital Partners, LLC History Reduced 62,670 5,086 0.94% 0.92% 523 -1,479 -2.31% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Added to 62,651 5,085 0.07% 0.03% 524 +39,964 176.15% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Added to 62,573 5,079 0.38% 0.25% 525 +17,686 39.4% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Added to 62,043 5,036 0.12% 0.11% 526 +2,158 3.6% Q4 2025 Jan 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 62,038 5,035 0.16% 0.1% 527 +21,868 54.44% Q4 2025 Feb 13, 2026
Connective Portfolio Management, LLC History No change 62,029 5,034 9.07% 7.95% 528 0 0.0% Q4 2025 Jan 12, 2026
Firestone Capital Management History Added to 61,962 5,029 1.07% 0.94% 529 +2,139 3.58% Q4 2025 Feb 09, 2026
May Hill Capital, LLC History Added to 61,912 5,025 0.66% 0.57% 532 +35,104 130.95% Q4 2025 Feb 05, 2026
Cypress Wealth Services, LLC History Added to 61,913 5,025 0.7% 0.67% 531 +5,731 10.2% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 61,908 5,025 0.09% 0.08% 530 +5,482 9.72% Q4 2025 Feb 11, 2026
Allie Family Office LLC History Reduced 61,861 5,020 2.34% 2.26% 533 -3,626 -5.54% Q4 2025 Feb 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 61,500 4,991 0.64% 0.65% 534 -1,458 -2.32% Q4 2025 Feb 04, 2026
Centerline Wealth Advisors, LLC History Added to 61,032 4,953 1.79% 1.19% 535 +23,358 62.0% Q4 2025 Jan 08, 2026
BOK Financial Private Wealth, Inc. History No change 60,999 4,951 0.3% 0.28% 536 0 0.0% Q4 2025 Feb 06, 2026
Smith Thornton Advisors LLC History Added to 60,714 4,928 2.51% 2.29% 537 +614 1.02% Q4 2025 Jan 14, 2026
EQ WEALTH ADVISORS, LLC History Reduced 60,516 4,912 2.9% 2.92% 538 -641 -1.05% Q4 2025 Feb 02, 2026
Ridge Creek Global, Inc History New 60,206 4,886 4.1% — 539 +60,206 New Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 60,006 4,870 0.1% 0.1% 540 +1,715 2.94% Q4 2025 Feb 09, 2026
Robinson Value Management, Ltd. History Reduced 59,842 4,857 2.63% 2.56% 541 -786 -1.3% Q4 2025 Jan 12, 2026
Gunderson Capital Management Inc. History Reduced 59,824 4,855 2.19% 1.63% 542 -995 -1.64% Q4 2025 Jan 15, 2026
Legacy Financial Group LLC History Reduced 52,214 4,851 0.6% 0.53% 543 -3,575 -6.41% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 59,698 4,845 0.01% 0.01% 544 +5,741 10.64% Q4 2025 Feb 17, 2026
F/m Investments LLC History Reduced 59,536 4,832 0.18% 0.17% 545 -96 -0.16% Q4 2025 Feb 03, 2026
Garde Capital, Inc. History Added to 58,935 4,783 0.28% 0.19% 546 +5,851 11.02% Q4 2025 Feb 10, 2026
BridgePort Financial Solutions, LLC History Reduced 58,830 4,775 1.28% 1.16% 547 -324 -0.55% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History Reduced 58,347 4,738 0.22% 0.21% 548 -53 -0.09% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 58,216 4,725 0.05% 0.03% 549 +23,577 68.06% Q4 2025 Jan 13, 2026
Strathmore Capital Advisors, Inc. History Reduced 58,039 4,711 1.54% 1.75% 550 -607 -1.04% Q4 2025 Feb 13, 2026
Procyon Advisors, LLC History Added to 57,998 4,707 0.23% 0.24% 551 +1,315 2.32% Q4 2025 Jan 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 54,001 4,663 0.22% 0.01% 552 +51,324 1917.22% Q4 2025 Feb 03, 2026
Invst, LLC History Reduced 57,436 4,662 0.51% 0.54% 553 -8,053 -12.3% Q4 2025 Feb 11, 2026
Plan Group Financial, LLC History Reduced 57,028 4,628 1.2% 1.16% 554 -2,185 -3.69% Q4 2025 Feb 03, 2026
Red Door Wealth Management, LLC History Added to 55,981 4,543 0.47% 0.41% 555 +3,442 6.55% Q4 2025 Jan 20, 2026
Ameritas Advisory Services, LLC History Reduced 55,665 4,518 0.17% 0.37% 556 -21,769 -28.11% Q4 2025 Feb 04, 2026
Horst & Graben Wealth Management LLC History Reduced 55,489 4,505 0.68% 0.63% 557 -1,292 -2.28% Q4 2025 Jan 27, 2026
Trademark Financial Management, LLC History Added to 55,490 4,504 2.48% 2.33% 558 +525 0.96% Q4 2025 Jan 28, 2026
EHRLICH FINANCIAL GROUP History Added to 55,460 4,501 2.56% 1.94% 559 +10,576 23.56% Q4 2025 Jan 06, 2026
Advisory Alpha, LLC History Reduced 55,181 4,479 0.12% 0.11% 560 -461 -0.83% Q4 2025 Feb 06, 2026
Bay Harbor Wealth Management, LLC History Reduced 55,088 4,471 1.17% 1.09% 561 -442 -0.8% Q4 2025 Feb 02, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 55,025 4,466 1.76% — 563 +55,025 New Q4 2025 Jan 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 55,025 4,466 0.32% 0.3% 562 +2,209 4.18% Q4 2025 Feb 09, 2026
VUB Generali dochodkova spravcovska spolocnost, a.s. History New 55,000 4,464 3.42% — 564 +55,000 New Q4 2025 Feb 12, 2026
Banque Cantonale Vaudoise History Added to 54,969 4,463 0.16% 0.07% 565 +28,000 103.82% Q4 2025 Feb 06, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 54,981 4,462 2.06% — 566 +54,981 New Q4 2025 Feb 17, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 54,824 4,450 1.31% 0.77% 567 +20,987 62.02% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 56,499 4,447 0.11% 0.08% 568 +1,672 3.05% Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Added to 54,670 4,437 2.78% 2.42% 569 +6,532 13.57% Q4 2025 Feb 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 54,482 4,422 0.07% 0.06% 570 0 0.0% Q4 2025 Feb 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 54,421 4,417 0.21% 0.1% 572 +35,311 184.78% Q4 2025 Feb 12, 2026
Rathbones Group PLC History Reduced 54,428 4,417 0.02% 0.02% 571 -4,842 -8.17% Q4 2025 Feb 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 54,206 4,399 0.23% 0.16% 573 +19,985 58.4% Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Reduced 53,960 4,380 0.13% 0.14% 574 -4,796 -8.16% Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Reduced 53,905 4,375 0.61% 0.62% 575 -4,273 -7.34% Q4 2025 Jan 06, 2026
AVALON CAPITAL MANAGEMENT History Added to 52,769 4,283 1.02% 0.88% 576 +3,433 6.96% Q4 2025 Feb 11, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 52,721 4,282 3.61% — 577 +52,721 New Q4 2025 Jan 20, 2026
M Holdings Securities, Inc. History Added to 52,439 4,256 0.3% 0.37% 578 +28,087 115.34% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 52,162 4,233 0.3% 0.25% 579 +3,332 6.82% Q4 2025 Feb 12, 2026
Cushing Capital Partners, LLC History Reduced 51,804 4,204 3.11% 3.14% 580 -3,228 -5.87% Q4 2025 Jan 14, 2026
Lynx Investment Advisory History Added to 51,617 4,189 2.29% 2.23% 581 +350 0.68% Q4 2025 Feb 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 51,548 4,184 0.5% 0.48% 582 -3,749 -6.78% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Added to 51,552 4,184 0.53% 0.49% 583 +1,684 3.38% Q4 2025 Jan 23, 2026
Bank of Jackson Hole Trust History Reduced 51,474 4,178 1.98% 1.91% 584 -839 -1.6% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 51,440 4,175 0.05% 0.1% 585 -64,174 -55.51% Q4 2025 Feb 11, 2026
Heck Capital Advisors, LLC History Reduced 51,313 4,165 0.31% 0.62% 586 -58,025 -53.07% Q4 2025 Jan 16, 2026
Towerpoint Wealth, LLC History Reduced 51,087 4,146 1.64% 1.57% 587 -1,772 -3.35% Q4 2025 Jan 15, 2026
Belvedere Trading LLC History Added to 50,896 4,131 0.0% 0.0% 588 +5,940 13.21% Q4 2025 Feb 10, 2026
United Community Bank History Added to 50,686 4,114 1.56% 1.1% 589 +1,874 3.84% Q4 2025 Jan 30, 2026
EWA, LLC History Reduced 50,606 4,107 1.0% 1.04% 590 -1,086 -2.1% Q4 2025 Feb 03, 2026
Farrell Financial LLC History Added to 50,311 4,083 2.41% 2.26% 591 +858 1.73% Q4 2025 Jan 12, 2026
Global Wealth Management, LLC History Added to 50,083 4,065 2.19% 0.71% 592 +31,595 170.89% Q4 2025 Jan 26, 2026
Financial & Tax Architects, LLC History Reduced 49,993 4,057 0.91% 0.82% 593 -926 -1.82% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Reduced 49,828 4,044 0.18% 0.17% 594 -4,973 -9.07% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 49,747 4,037 0.19% 0.19% 595 -2,356 -4.52% Q4 2025 Feb 04, 2026
DAHRING {-} CUSMANO LLC History Reduced 49,638 4,029 2.8% 2.94% 596 -6,337 -11.32% Q4 2025 Feb 05, 2026
Cadent Capital Advisors, LLC History Reduced 49,049 3,981 1.02% 0.99% 597 -2,575 -4.99% Q4 2025 Jan 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 48,397 3,928 0.08% — 598 +48,397 New Q4 2025 Feb 17, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 48,218 3,913 0.15% 0.11% 599 +8,028 19.98% Q4 2025 Feb 13, 2026
Northside Capital Management, LLC History No change 48,047 3,899 0.34% 0.32% 600 0 0.0% Q4 2025 Jan 07, 2026
TME FINANCIAL, INC. History Reduced 47,990 3,895 2.74% 2.87% 602 -4,731 -8.97% Q4 2025 Jan 27, 2026
Bellecapital International Ltd. History Reduced 47,997 3,895 0.69% 0.57% 601 -433 -0.89% Q4 2025 Feb 02, 2026
Vise Technologies, Inc. History Added to 47,674 3,869 0.08% 0.1% 603 +10,495 28.23% Q4 2025 Feb 11, 2026
COURIER CAPITAL LLC History Reduced 47,643 3,867 0.22% 0.22% 604 -4,627 -8.85% Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History Reduced 47,469 3,853 0.11% 0.11% 605 -498 -1.04% Q4 2025 Jan 23, 2026
Cobblestone Asset Management LLC History Reduced 47,356 3,843 1.73% 1.7% 606 -3,682 -7.21% Q4 2025 Jan 15, 2026
Forthright Family Wealth Advisory LLC History Added to 47,007 3,815 2.4% 2.03% 607 +1,691 3.73% Q4 2025 Feb 23, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 46,954 3,811 0.88% 0.8% 608 -2,940 -5.89% Q4 2025 Feb 11, 2026
SageGuard Financial Group, LLC History New 46,782 3,797 0.6% — 609 +46,782 New Q4 2025 Jan 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 46,769 3,796 0.24% 0.25% 610 -5,070 -9.78% Q4 2025 Jan 23, 2026
Bedminster, LLC History New 46,759 3,795 3.49% — 611 +46,759 New Q4 2025 Feb 05, 2026
BAILARD, INC. History Added to 46,724 3,792 0.08% 0.07% 612 +502 1.09% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History Reduced 46,675 3,788 0.12% 0.11% 613 -2,075 -4.26% Q4 2025 Jan 06, 2026
One Wealth Advisors, LLC History Added to 46,284 3,756 0.46% 0.41% 614 +1,920 4.33% Q4 2025 Feb 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 46,026 3,735 0.3% 0.09% 615 +31,179 210.0% Q4 2025 Feb 12, 2026
Generation Capital Management LLC History Added to 45,860 3,722 2.41% 2.25% 616 +3,160 7.4% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 45,639 3,704 0.01% 0.01% 617 +8,133 21.68% Q4 2025 Jan 30, 2026
Elevated Financial Group LLC History New 45,539 3,696 1.28% — 618 +45,539 New Q4 2025 Jan 29, 2026
GUIDANCE CAPITAL, INC History Reduced 39,670 3,671 0.9% 1.08% 619 -14,076 -26.19% Q4 2025 Jan 23, 2026
NVWM, LLC History Added to 45,183 3,667 0.8% 0.73% 620 +291 0.65% Q4 2025 Jan 20, 2026
Western Wealth Management, LLC History Added to 44,956 3,649 0.17% 0.15% 621 +5,686 14.48% Q4 2025 Feb 05, 2026
Confluence Wealth Services, Inc. History Added to 44,936 3,647 0.15% 0.16% 622 +1,239 2.84% Q4 2025 Jan 28, 2026
Hilltop Holdings Inc. History Added to 44,863 3,641 0.22% 0.16% 623 +3,842 9.37% Q4 2025 Feb 17, 2026
Elyxium Wealth, LLC History Reduced 44,826 3,638 1.01% 1.18% 624 -1,634 -3.52% Q4 2025 Feb 05, 2026
Red Mountain Financial, LLC History Reduced 44,377 3,602 3.54% 3.31% 625 -511 -1.14% Q4 2025 Jan 26, 2026
Nearwater Capital Markets, Ltd History New 44,100 3,579 0.06% — 626 +44,100 New Q4 2025 Feb 17, 2026
SigFig Wealth Management, LLC History Reduced 43,938 3,566 0.11% 0.1% 627 -1,862 -4.07% Q4 2025 Jan 16, 2026
RFG Advisory, LLC History Reduced 43,559 3,535 0.07% 0.07% 628 -25 -0.06% Q4 2025 Feb 03, 2026
Keebeck Wealth Management History Added to 43,540 3,534 0.41% 0.35% 629 +2,659 6.5% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Reduced 37,119 3,532 1.43% 1.22% 630 -156 -0.42% Q4 2025 Feb 11, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 43,288 3,513 0.62% 0.62% 631 -2,302 -5.05% Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Added to 43,168 3,503 0.48% 0.42% 632 +3,994 10.2% Q4 2025 Feb 17, 2026
Compass Financial Group, Inc. History Reduced 42,972 3,488 1.54% 1.45% 633 -1,485 -3.34% Q4 2025 Feb 05, 2026
MMBG INVESTMENT ADVISORS CO. History No change 42,900 3,482 0.29% 0.28% 634 0 0.0% Q4 2025 Feb 09, 2026
Compagnie Lombard Odier SCmA History Reduced 42,789 3,473 0.04% 0.04% 635 -3,232 -7.02% Q4 2025 Jan 16, 2026
WealthShield Partners, LLC History Added to 42,705 3,466 0.38% 0.34% 636 +1,512 3.67% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 42,634 3,460 0.02% — 637 +42,634 New Q4 2025 Feb 18, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 42,508 3,450 0.97% 0.82% 638 +749 1.79% Q4 2025 Jan 15, 2026
Verity Asset Management, Inc. History Reduced 42,340 3,436 1.48% 2.52% 639 -63,930 -60.16% Q4 2025 Jan 30, 2026
5T Wealth, LLC History Added to 42,097 3,424 1.37% 1.23% 640 +3,367 8.69% Q4 2025 Jan 27, 2026
Uniting Wealth Partners, LLC History Added to 42,134 3,420 1.05% 0.72% 641 +231 0.55% Q4 2025 Feb 13, 2026
COWA, LLC History Reduced 42,007 3,409 1.04% 1.18% 642 -6,862 -14.04% Q4 2025 Feb 12, 2026
Alhambra Investment Management LLC History Reduced 41,943 3,404 1.58% 1.64% 643 -5,408 -11.42% Q4 2025 Jan 15, 2026
Wealth Watch Advisors, INC History Added to 41,685 3,383 1.25% 0.71% 644 +18,045 76.33% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 41,298 3,352 0.02% 0.02% 645 +4,523 12.3% Q4 2025 Feb 10, 2026
Roundview Capital LLC History Added to 40,893 3,319 0.2% 0.17% 646 +3,366 8.97% Q4 2025 Feb 09, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 40,828 3,314 0.48% 0.36% 647 +7,669 23.13% Q4 2025 Jan 28, 2026
BURNS J W & CO INC/NY History Added to 40,775 3,309 0.37% 0.3% 648 +4,332 11.89% Q4 2025 Jan 12, 2026
Veridan Wealth LLC History Reduced 40,661 3,300 1.11% 1.04% 649 -991 -2.38% Q4 2025 Feb 13, 2026
AAFMAA Wealth Management & Trust LLC History New 40,613 3,296 1.29% — 650 +40,613 New Q4 2025 Jan 07, 2026
NORTH DALLAS BANK & TRUST CO History New 40,305 3,271 2.13% — 651 +40,305 New Q4 2025 Feb 11, 2026
Csenge Advisory Group History Added to 40,250 3,267 0.15% 0.13% 652 +3,310 8.96% Q4 2025 Feb 06, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 39,861 3,235 0.78% 0.93% 653 -8,665 -17.86% Q4 2025 Feb 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 39,839 3,233 0.93% 0.67% 654 +10,194 34.39% Q4 2025 Feb 11, 2026
Ipsen Advisor Group LLC History Reduced 39,784 3,229 2.29% 2.19% 655 -2,441 -5.78% Q4 2025 Feb 11, 2026
Alaethes Wealth, LLC History Added to 39,586 3,213 0.9% 0.8% 656 +676 1.74% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 39,501 3,206 0.0% 0.0% 657 +58 0.15% Q4 2025 Feb 13, 2026
Twelve Points Wealth Management LLC History Added to 37,703 3,200 0.72% 0.65% 658 +1,617 4.48% Q4 2025 Jan 23, 2026
Choate Investment Advisors History No change 39,324 3,191 0.06% 0.06% 659 0 0.0% Q4 2025 Feb 09, 2026
NewSquare Capital LLC History Reduced 38,928 3,159 0.28% 0.23% 661 -6,813 -14.89% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 38,921 3,159 0.07% 0.06% 660 +1,651 4.43% Q4 2025 Jan 27, 2026
Inlet Private Wealth, LLC History Reduced 38,929 3,159 0.73% 0.64% 662 -100 -0.26% Q4 2025 Jan 21, 2026
Valeo Financial Advisors, LLC History Added to 38,912 3,158 0.07% 0.03% 663 +19,245 97.85% Q4 2025 Feb 04, 2026
American Trust History Reduced 38,446 3,120 0.26% 0.39% 664 -25,406 -39.79% Q4 2025 Feb 17, 2026
Trust Point Inc. History Reduced 38,429 3,119 0.25% 0.23% 665 -380 -0.98% Q4 2025 Jan 13, 2026
Catalyst Investment Management LLC History New 38,242 3,104 2.94% — 666 +38,242 New Q4 2025 Feb 20, 2026
Walkner Condon Financial Advisors LLC History Reduced 38,213 3,101 0.43% 0.45% 667 -572 -1.47% Q4 2025 Jan 21, 2026
Novak & Powell Financial Services, Inc. History Reduced 38,024 3,086 1.61% 1.47% 668 -366 -0.95% Q4 2025 Feb 10, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 37,633 3,054 0.69% 0.65% 669 +72 0.19% Q4 2025 Jan 23, 2026
Almanack Investment Partners, LLC. History Reduced 37,004 3,003 0.51% 0.51% 670 -7,896 -17.59% Q4 2025 Jan 29, 2026
Guardian Capital, LLC History New 36,901 2,995 2.68% — 672 +36,901 New Q4 2025 Feb 05, 2026
TRUE Private Wealth Advisors History Added to 36,905 2,995 0.3% 0.27% 671 +10 0.03% Q4 2025 Feb 13, 2026
True Vision MN LLC History Reduced 36,847 2,990 1.52% 1.5% 673 -2,632 -6.67% Q4 2025 Jan 14, 2026
Weil Company, Inc. History Reduced 36,756 2,983 0.69% 0.66% 674 -915 -2.43% Q4 2025 Jan 14, 2026
Arlington Trust Co LLC History Added to 36,756 2,983 0.3% 0.48% 675 +229 0.63% Q4 2025 Jan 30, 2026
Centurion Wealth Management LLC History Added to 36,679 2,977 0.65% 0.61% 676 +110 0.3% Q4 2025 Jan 14, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 36,595 2,970 0.09% 0.12% 677 -22,662 -38.24% Q4 2025 Jan 13, 2026
Tyche Wealth Partners LLC History Added to 36,385 2,953 0.47% 0.41% 678 +4,641 14.62% Q4 2025 Jan 23, 2026
Roger Wittlin Investment Advisory, LLC History Added to 36,220 2,939 2.06% 1.39% 679 +1,886 5.49% Q4 2025 Jan 20, 2026
Sterling Capital Management LLC History Reduced 36,196 2,938 0.05% 0.04% 680 -297 -0.81% Q4 2025 Feb 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 30,709 2,936 0.86% 0.69% 681 +3,078 11.14% Q4 2025 Feb 10, 2026
Simplicity Wealth,LLC History Reduced 36,011 2,923 0.17% 0.29% 682 -32,922 -47.76% Q4 2025 Jan 30, 2026
EASTERN BANK History Added to 35,752 2,901 0.05% 0.04% 683 +2,787 8.45% Q4 2025 Jan 14, 2026
MONECO ADVISORS, LLC History Reduced 35,712 2,898 0.23% 0.22% 684 -940 -2.56% Q4 2025 Feb 04, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 35,472 2,879 0.02% 0.01% 685 +8,707 32.53% Q4 2025 Feb 12, 2026
Davis Wealth Advisors, LLC History New 35,372 2,871 2.39% — 687 +35,372 New Q4 2025 Feb 17, 2026
Sagace Wealth Management LLC History Reduced 35,373 2,871 1.95% 1.83% 686 -1,540 -4.17% Q4 2025 Feb 02, 2026
Verus Financial Partners, Inc. History Reduced 30,161 2,870 0.26% 0.21% 688 -111 -0.37% Q4 2025 Feb 02, 2026
Bridgewealth Advisory Group, LLC History Added to 35,297 2,865 0.63% 0.53% 689 +4,021 12.86% Q4 2025 Feb 04, 2026
Valued Retirements, Inc. History Reduced 35,201 2,857 2.79% 2.52% 690 -600 -1.68% Q4 2025 Feb 09, 2026
Perkins Coie Trust Co History No change 35,110 2,849 0.53% 0.48% 691 0 0.0% Q4 2025 Jan 12, 2026
Waldron Private Wealth LLC History Added to 35,091 2,848 0.11% 0.1% 692 +960 2.81% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Added to 34,833 2,827 0.1% 0.08% 693 +3,716 11.94% Q4 2025 Jan 12, 2026
Stratos Wealth Advisors, LLC History Reduced 34,810 2,825 0.14% 0.17% 694 -13,746 -28.31% Q4 2025 Jan 20, 2026
Mosley Wealth Management History New 37,026 2,822 1.29% — 695 +37,026 New Q4 2025 Feb 12, 2026
Sharp Wealth Advisory, LLC History Added to 34,750 2,820 1.42% 1.32% 696 +1,473 4.43% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Added to 34,693 2,816 0.04% 0.03% 697 +1,932 5.9% Q4 2025 Feb 09, 2026
Five Pine Wealth Management History Reduced 34,460 2,797 1.79% 1.71% 698 -311 -0.89% Q4 2025 Jan 21, 2026
Guardian Partners Inc. History New 30,000 2,787 0.22% — 699 +30,000 New Q4 2025 Feb 17, 2026
PFG Advisors History Added to 34,206 2,776 0.13% 0.1% 700 +1,528 4.68% Q4 2025 Jan 27, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 34,132 2,770 2.63% 2.48% 701 -315 -0.91% Q4 2025 Feb 04, 2026
FIRST TRUST ADVISORS LP History Added to 34,048 2,763 0.0% 0.0% 702 +4,388 14.79% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 33,929 2,754 0.02% 0.02% 703 +5,295 18.49% Q4 2025 Feb 12, 2026
VICUS CAPITAL History Reduced 33,890 2,750 0.21% 0.2% 704 -1,702 -4.78% Q4 2025 Jan 22, 2026
Citizens National Bank Trust Department History Added to 33,675 2,733 0.47% 0.39% 706 +3,748 12.52% Q4 2025 Jan 30, 2026
New England Private Wealth Advisors LLC History No change 33,681 2,733 0.34% 0.32% 705 0 0.0% Q4 2025 Feb 13, 2026
WESPAC Advisors, LLC History Added to 33,656 2,731 1.48% 1.14% 707 +6,782 25.24% Q4 2025 Jan 14, 2026
ATX Financial Planning, LLC History New 33,598 2,727 2.1% — 709 +33,598 New Q4 2025 Feb 19, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 33,668 2,727 0.52% 0.35% 708 -569 -1.66% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 33,443 2,714 0.01% — 710 +33,443 New Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 33,263 2,699 0.04% 0.03% 711 +1,437 4.52% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Reduced 33,167 2,692 0.02% 0.03% 712 -36,249 -52.22% Q4 2025 Feb 13, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 33,154 2,691 0.32% — 713 +33,154 New Q4 2025 Feb 03, 2026
ASL Financial, LLC History New 31,141 2,689 2.11% — 714 +31,141 New Q4 2025 Jan 20, 2026
Bank OZK History Reduced 33,091 2,685 0.95% 0.86% 715 -505 -1.5% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 32,997 2,678 0.05% 0.05% 716 +5,250 18.92% Q4 2025 Jan 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 32,814 2,663 0.05% 0.04% 717 +2,235 7.31% Q4 2025 Jan 16, 2026
Sage Mountain Advisors LLC History Reduced 32,753 2,658 0.14% 0.14% 718 -264 -0.8% Q4 2025 Jan 23, 2026
PFG Investments, LLC History Added to 32,685 2,653 0.12% 0.1% 719 +6,292 23.84% Q4 2025 Jan 26, 2026
OAK FAMILY ADVISORS, LLC History Reduced 32,624 2,648 0.73% 0.67% 720 -3,942 -10.78% Q4 2025 Feb 03, 2026
4J Wealth Management LLC History Added to 32,291 2,621 1.5% 1.38% 721 +93 0.29% Q4 2025 Jan 15, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 32,269 2,619 1.64% 1.84% 722 -68 -0.21% Q4 2025 Jan 14, 2026
Main Street Financial Solutions, LLC History Reduced 32,020 2,599 0.19% 0.17% 723 -4,292 -11.82% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 31,918 2,590 0.05% 0.05% 724 +1,293 4.22% Q4 2025 Jan 14, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 31,774 2,579 0.72% 0.7% 725 -1,643 -4.92% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History Reduced 31,739 2,576 0.19% 0.23% 726 -10,000 -23.96% Q4 2025 Feb 13, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 31,717 2,574 1.79% 1.66% 727 +1,490 4.93% Q4 2025 Jan 23, 2026
Northstar Financial Companies, Inc. History Added to 31,693 2,572 2.05% 1.27% 728 +12,865 68.33% Q4 2025 Feb 09, 2026
Clear Retirement Advice LLC History New 28,347 2,566 2.0% — 729 +28,347 New Q4 2025 Feb 24, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 31,554 2,561 1.09% 1.07% 730 -1,109 -3.4% Q4 2025 Feb 18, 2026
Relyea Zuckerberg Hanson LLC History No change 31,505 2,557 0.26% 0.24% 731 0 0.0% Q4 2025 Jan 20, 2026
LOM Asset Management Ltd History No change 31,500 2,556 0.74% 0.7% 732 0 0.0% Q4 2025 Jan 23, 2026
Moors & Cabot, Inc. History Added to 31,432 2,551 0.11% 0.09% 733 +2,931 10.28% Q4 2025 Feb 10, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 31,439 2,551 1.31% 1.39% 734 -2,346 -6.94% Q4 2025 Feb 10, 2026
WORMSER FRERES GESTION History Reduced 30,784 2,548 1.45% 1.39% 735 -3,744 -10.84% Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Added to 31,370 2,546 0.21% 0.17% 736 +1,452 4.85% Q4 2025 Feb 17, 2026
M3 Wealth Management, LLC History New 31,310 2,541 2.02% — 737 +31,310 New Q4 2025 Feb 09, 2026
Crown Wealth Group, LLC History New 31,181 2,530 0.71% — 738 +31,181 New Q4 2025 Jan 28, 2026
WEALTHGARDEN F.S. LLC History Added to 26,523 2,524 1.66% 1.42% 739 +2,366 9.79% Q4 2025 Feb 11, 2026
ACCREDITED INVESTOR SERVICES, LLC History No change 30,695 2,491 1.65% 1.53% 740 0 0.0% Q4 2025 Feb 09, 2026
SATOVSKY ASSET MANAGEMENT LLC History Reduced 30,648 2,487 0.48% 0.45% 741 -605 -1.94% Q4 2025 Feb 13, 2026
TPG Advisors LLC History Added to 30,474 2,473 1.54% 1.45% 742 +102 0.34% Q4 2025 Jan 21, 2026
Holistic Financial Partners History Reduced 30,322 2,461 0.89% 0.98% 743 -2,665 -8.08% Q4 2025 Jan 07, 2026
Cornerstone Planning Group LLC History Added to 24,187 2,448 0.38% 0.28% 744 +1,323 5.79% Q4 2025 Feb 02, 2026
Asset Management One Co., Ltd. History Reduced 30,050 2,444 0.01% 0.01% 745 -5,000 -14.27% Q4 2025 Jan 27, 2026
Virtus Family Office LLC History Added to 30,065 2,440 2.1% 1.99% 746 +844 2.89% Q4 2025 Feb 03, 2026
Polaris Investment Advisors, LLC History New 30,014 2,436 1.76% — 747 +30,014 New Q4 2025 Jan 15, 2026
Headlands Technologies LLC History Added to 29,725 2,412 0.2% 0.14% 748 +6,079 25.71% Q4 2025 Feb 13, 2026
Braun-Bostich & Associates Inc. History Reduced 29,706 2,411 1.49% 1.48% 749 -2,491 -7.74% Q4 2025 Jan 14, 2026
Strategic Financial Concepts, LLC History New 29,563 2,399 2.19% — 750 +29,563 New Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 29,512 2,395 0.03% 0.03% 751 +4,036 15.84% Q4 2025 Feb 02, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 29,461 2,391 0.53% 0.51% 752 +800 2.79% Q4 2025 Jan 09, 2026
New Republic Capital, LLC History Added to 29,420 2,388 0.64% 0.51% 753 +6,505 28.39% Q4 2025 Feb 10, 2026
Kilter Group LLC History Reduced 29,341 2,381 1.05% 1.03% 754 -799 -2.65% Q4 2025 Feb 13, 2026
Grand Central Investment Group History New 29,201 2,370 1.72% — 755 +29,201 New Q4 2025 Feb 18, 2026
Riggs Asset Managment Co. Inc. History Added to 28,981 2,352 0.47% 0.45% 756 +415 1.45% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 28,730 2,332 0.06% 0.05% 757 -152 -0.53% Q4 2025 Jan 07, 2026
Capital Advisors Wealth Management, LLC History Added to 28,652 2,325 0.32% 0.27% 758 +2,608 10.01% Q4 2025 Jan 21, 2026
Ancora Advisors LLC History Added to 28,549 2,317 0.05% 0.03% 759 +5,364 23.14% Q4 2025 Feb 17, 2026
Clearstead Trust, LLC History Reduced 28,459 2,310 0.36% 0.37% 760 -1,435 -4.8% Q4 2025 Feb 09, 2026
Naviter Wealth, LLC History Reduced 28,394 2,304 0.3% 0.26% 761 -2,816 -9.02% Q4 2025 Jan 21, 2026
Sachetta, LLC History Reduced 28,368 2,302 1.26% 1.17% 762 -15,011 -34.6% Q4 2025 Feb 02, 2026
Sound View Wealth Advisors Group, LLC History No change 28,358 2,301 0.15% 0.14% 763 0 0.0% Q4 2025 Jan 08, 2026
Sunesis Advisors, LLC History No change 28,203 2,289 1.04% 0.96% 764 0 0.0% Q4 2025 Feb 02, 2026
SWP FINANCIAL LLC History Reduced 28,181 2,287 1.15% 1.17% 765 -3,463 -10.94% Q4 2025 Jan 16, 2026
Marble Wealth, LLC History New 28,172 2,286 0.32% — 766 +28,172 New Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Reduced 28,050 2,276 0.01% 0.01% 767 -534 -1.87% Q4 2025 Jan 12, 2026
COURAGE CAPITAL MANAGEMENT LLC History No change 28,000 2,273 3.14% 2.69% 768 0 0.0% Q4 2025 Feb 17, 2026
Y.D. More Investments Ltd History No change 28,000 2,272 0.11% 0.11% 769 0 0.0% Q4 2025 Jan 21, 2026
Americana Partners, LLC History Added to 27,609 2,241 0.06% 0.06% 770 +390 1.43% Q4 2025 Feb 06, 2026
Azimuth Capital Investment Management LLC History Added to 27,524 2,234 0.08% 0.07% 771 +500 1.85% Q4 2025 Feb 12, 2026
Boyce & Associates Wealth Consulting, Inc. History Reduced 27,407 2,224 1.86% 1.65% 772 -249 -0.9% Q4 2025 Jan 20, 2026
NATIXIS ADVISORS, LLC History Added to 27,221 2,210 0.0% 0.0% 773 +6,414 30.83% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History Added to 27,159 2,204 0.02% 0.01% 774 +18,601 217.35% Q4 2025 Feb 10, 2026
Marks Group Wealth Management, Inc History No change 27,096 2,199 0.21% 0.18% 775 0 0.0% Q4 2025 Feb 11, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 27,044 2,195 0.33% 0.31% 776 -117 -0.43% Q4 2025 Jan 13, 2026
ALESCO ADVISORS LLC History Reduced 26,931 2,185 0.06% 0.05% 777 -106 -0.39% Q4 2025 Jan 28, 2026
STOCK YARDS BANK & TRUST CO History Added to 26,908 2,184 0.07% 0.06% 778 +1,103 4.27% Q4 2025 Jan 21, 2026
Pilgrim Partners Asia Pte Ltd History Added to 26,890 2,182 1.04% 0.64% 779 +7,060 35.6% Q4 2025 Feb 03, 2026
SWMG, LLC History Reduced 23,301 2,172 0.6% 0.6% 780 -2,124 -8.35% Q4 2025 Feb 10, 2026
Columbus Macro, LLC History Reduced 26,662 2,164 0.24% 0.23% 781 -1,686 -5.95% Q4 2025 Jan 15, 2026
Bleakley Financial Group, LLC History Added to 26,577 2,157 0.04% 0.04% 782 +398 1.52% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History Added to 26,430 2,145 0.14% 0.02% 783 +22,283 537.33% Q4 2025 Feb 05, 2026
Venturi Wealth Management, LLC History Reduced 26,193 2,126 0.09% 0.09% 784 -60 -0.23% Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 26,059 2,115 0.05% 0.05% 785 -3,195 -10.92% Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Added to 25,976 2,108 0.05% 0.03% 786 +12,750 96.4% Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History Added to 25,840 2,097 0.09% 0.09% 787 +235 0.92% Q4 2025 Jan 27, 2026
Davies Financial Advisors, Inc. History Reduced 25,719 2,087 3.86% 4.37% 788 -48,312 -65.26% Q4 2025 Jan 27, 2026
Archford Capital Strategies, LLC History Added to 25,606 2,078 0.24% 0.22% 789 +440 1.75% Q4 2025 Jan 15, 2026
Greenhouse Wealth Management, LLC History No change 25,196 2,045 1.21% 1.1% 790 0 0.0% Q4 2025 Jan 21, 2026
WealthBridge Capital Management, LLC History Added to 25,113 2,038 0.46% 0.42% 791 +230 0.92% Q4 2025 Jan 21, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 24,966 2,026 0.49% 0.48% 792 -250 -0.99% Q4 2025 Feb 17, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 24,849 2,016 1.18% 1.07% 793 -389 -1.54% Q4 2025 Jan 21, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 24,732 2,007 0.14% 0.1% 794 +4,445 21.91% Q4 2025 Jan 28, 2026
Tudor Financial Inc. History Added to 24,471 1,986 1.02% 0.91% 795 +1,054 4.5% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History Reduced 24,408 1,981 0.21% 0.2% 796 -379 -1.53% Q4 2025 Feb 05, 2026
Montis Financial, LLC History No change 24,378 1,978 0.39% 0.41% 797 0 0.0% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 24,202 1,977 0.13% 0.15% 798 -3,593 -12.93% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Added to 24,094 1,955 0.03% 0.02% 799 +6,826 39.53% Q4 2025 Jan 20, 2026
Outlook Wealth Advisors, LLC History Added to 24,046 1,951 0.44% 0.29% 800 +7,876 48.71% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 24,028 1,950 0.09% 0.11% 801 -303 -1.25% Q4 2025 Jan 28, 2026
Bradley & Co. Private Wealth Management, LLC History Reduced 24,021 1,949 1.03% 1.0% 802 -850 -3.42% Q4 2025 Feb 11, 2026
Gateway Wealth Partners, LLC History Added to 23,493 1,906 0.21% 0.21% 803 +1,658 7.59% Q4 2025 Feb 11, 2026
First PREMIER Bank History No change 23,414 1,901 0.44% 0.39% 804 0 0.0% Q4 2025 Jan 23, 2026
Aureum Wealth Management, LLC History New 23,274 1,889 1.75% — 805 +23,274 New Q4 2025 Jan 28, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 23,047 1,877 0.07% 0.33% 808 -108,874 -82.53% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History New 22,983 1,877 0.06% — 806 +22,983 New Q4 2025 Feb 13, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 23,132 1,877 0.32% 0.29% 807 0 0.0% Q4 2025 Feb 09, 2026
Vident Advisory, LLC History Reduced 23,114 1,876 0.02% 0.02% 809 -1,540 -6.25% Q4 2025 Feb 18, 2026
Mayflower Financial Advisors, LLC History Added to 23,099 1,874 0.23% 0.2% 810 +742 3.32% Q4 2025 Jan 13, 2026
Golden State Equity Partners History Reduced 22,946 1,862 0.3% 0.29% 811 -1,087 -4.52% Q4 2025 Jan 29, 2026
Ifrah Financial Services, Inc. History Reduced 22,909 1,859 0.48% 0.46% 812 -1,316 -5.43% Q4 2025 Jan 22, 2026
OLD NATIONAL BANCORP /IN/ History Added to 22,870 1,856 0.03% 0.02% 813 +3,044 15.35% Q4 2025 Jan 28, 2026
IFG Advisory, LLC History Reduced 22,783 1,849 0.08% 0.08% 814 -404 -1.74% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 22,733 1,845 0.2% 0.18% 815 +1,544 7.29% Q4 2025 Feb 13, 2026
Ridgeline Wealth Planning, LLC History New 22,671 1,840 1.31% — 816 +22,671 New Q4 2025 Feb 03, 2026
Sheridan Capital Management, LLC History Reduced 22,633 1,837 0.93% 0.87% 817 -118 -0.52% Q4 2025 Jan 23, 2026
J.Safra Asset Management Corp History Added to 22,571 1,832 0.1% 0.0% 818 +21,699 2488.42% Q4 2025 Feb 11, 2026
SlateStone Wealth, LLC History Reduced 22,511 1,827 0.15% 0.16% 819 -2,800 -11.06% Q4 2025 Feb 11, 2026
Sageworth Trust Co History No change 22,496 1,826 0.08% 0.08% 820 0 0.0% Q4 2025 Feb 03, 2026
SAX WEALTH ADVISORS, LLC History Added to 22,488 1,825 0.09% 0.08% 821 +1,027 4.79% Q4 2025 Jan 12, 2026
Betterment LLC History Added to 22,380 1,817 0.0% 0.0% 822 +4,051 22.1% Q4 2025 Feb 12, 2026
Latitude Advisors, LLC History Reduced 22,388 1,817 0.8% 0.78% 823 -1,004 -4.29% Q4 2025 Jan 27, 2026
Keystone Wealth Services, LLC History Added to 22,368 1,815 0.38% 0.33% 824 +1,593 7.67% Q4 2025 Jan 26, 2026
Noble Wealth Management PBC History Reduced 22,188 1,801 0.9% 1.09% 825 -5,917 -21.05% Q4 2025 Jan 05, 2026
Hoxton Planning & Management, LLC History Reduced 22,054 1,790 0.54% 0.55% 826 -1,368 -5.84% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 21,900 1,777 0.0% 0.01% 827 -89,500 -80.34% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 21,879 1,775 0.01% 0.0% 828 +12,222 126.56% Q4 2025 Feb 02, 2026
Forum Financial Management, LP History Reduced 21,763 1,766 0.02% 0.02% 830 -134 -0.61% Q4 2025 Jan 27, 2026
Terra Nova Asset Management LLC History No change 21,766 1,766 1.16% 1.0% 829 0 0.0% Q4 2025 Jan 14, 2026
Values First Advisors, Inc. History New 21,675 1,759 0.91% — 831 +21,675 New Q4 2025 Jan 30, 2026
BANK OF NOVA SCOTIA History Added to 21,481 1,743 0.0% 0.0% 832 +11,280 110.58% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History Added to 21,404 1,737 0.19% 0.15% 833 +4,125 23.87% Q4 2025 Feb 10, 2026
Hudson Oak Wealth Advisory LLC History New 21,253 1,725 1.52% — 834 +21,253 New Q4 2025 Jan 23, 2026
Comprehensive Money Management Services LLC History Reduced 21,192 1,720 1.19% 1.22% 835 -2,581 -10.86% Q4 2025 Jan 22, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 21,126 1,714 0.29% — 836 +21,126 New Q4 2025 Feb 12, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 21,097 1,712 1.17% 1.45% 837 -5,737 -21.38% Q4 2025 Feb 05, 2026
CM WEALTH ADVISORS LLC History No change 21,033 1,707 0.39% 0.4% 838 0 0.0% Q4 2025 Jan 26, 2026
FIRST MANHATTAN CO. LLC. History Added to 20,966 1,701 0.0% 0.0% 839 +6,866 48.7% Q4 2025 Feb 17, 2026
CERTUITY, LLC History Added to 20,894 1,696 0.11% 0.1% 840 +1,349 6.9% Q4 2025 Jan 30, 2026
PRIVATE TRUST CO NA History Reduced 20,893 1,695 0.15% 0.16% 841 -3,807 -15.41% Q4 2025 Jan 26, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 20,840 1,691 1.41% 1.42% 842 -2,872 -12.11% Q4 2025 Jan 23, 2026
Bison Wealth, LLC History New 19,914 1,686 0.19% — 843 +19,914 New Q4 2025 Mar 24, 2026
Embree Financial Group History Added to 20,692 1,679 0.21% 0.14% 844 +6,748 48.39% Q4 2025 Jan 14, 2026
Simmons Bank History Reduced 20,676 1,678 0.11% 0.1% 845 -28 -0.14% Q4 2025 Feb 05, 2026
Maia Wealth LLC History Added to 18,081 1,672 0.29% 0.22% 846 +1,056 6.2% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 20,557 1,668 0.02% 0.02% 847 -2,341 -10.22% Q4 2025 Feb 09, 2026
Wealthspire Retirement, LLC History Added to 20,453 1,660 0.1% 0.04% 849 +12,602 160.51% Q4 2025 Feb 18, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Reduced 20,458 1,660 0.16% 0.15% 848 -169 -0.82% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 20,438 1,658 0.04% 0.04% 850 +1,110 5.74% Q4 2025 Feb 02, 2026
A4 Wealth Advisors LLC History Added to 20,353 1,652 1.43% 0.84% 851 +6,589 47.87% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 20,347 1,651 0.09% 0.02% 852 +15,508 320.48% Q4 2025 Feb 04, 2026
Narus Financial Partners, LLC History Added to 20,135 1,634 0.45% 0.4% 853 +168 0.84% Q4 2025 Feb 09, 2026
Barnes Wealth Management Group, Inc History Reduced 20,086 1,630 0.87% 0.84% 854 -788 -3.78% Q4 2025 Feb 24, 2026
MCF Advisors LLC History Added to 20,045 1,627 0.09% 0.0% 855 +19,174 2201.38% Q4 2025 Feb 11, 2026
Avory & Company, LLC History No change 20,000 1,623 1.04% 0.88% 856 0 0.0% Q4 2025 Feb 24, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 19,765 1,604 0.1% 0.1% 857 +1,445 7.89% Q4 2025 Feb 11, 2026
Alaska Wealth Advisors, LLC History Added to 19,753 1,603 0.2% 0.19% 858 +115 0.59% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Added to 19,711 1,599 0.06% 0.04% 859 +4,644 30.82% Q4 2025 Feb 17, 2026
Worth Financial Advisory Group, LLC History New 19,567 1,588 0.77% — 861 +19,567 New Q4 2025 Jan 16, 2026
Larson Financial Group LLC History Added to 19,567 1,588 0.05% 0.03% 860 +9,727 98.85% Q4 2025 Feb 06, 2026
Florida Trust Wealth Management Co History Reduced 19,508 1,583 0.04% 0.04% 862 -211 -1.07% Q4 2025 Jan 20, 2026
Edge Financial Advisors LLC History Reduced 19,505 1,583 0.67% 0.64% 863 -98 -0.5% Q4 2025 Jan 28, 2026
Portfolio Resources Advisor Group, Inc. History New 19,412 1,575 1.57% — 864 +19,412 New Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Reduced 19,331 1,569 0.09% 0.1% 865 -2,272 -10.52% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 19,338 1,569 0.05% 0.05% 866 +1,705 9.67% Q4 2025 Jan 13, 2026
ALLSTATE CORP History Reduced 19,280 1,564 0.02% 0.05% 867 -12,625 -39.57% Q4 2025 Feb 09, 2026
MYECFO, LLC History Reduced 19,265 1,563 0.66% 0.81% 868 -5,257 -21.44% Q4 2025 Jan 12, 2026
Port Capital LLC History Reduced 19,250 1,562 0.07% 0.06% 869 -500 -2.53% Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History Reduced 19,068 1,558 0.15% 0.16% 870 -2,002 -9.5% Q4 2025 Feb 17, 2026
Ballew Advisors, Inc History Added to 18,035 1,557 0.88% 0.76% 871 +575 3.29% Q4 2025 Jan 14, 2026
DMC Group, LLC History Added to 19,131 1,552 1.04% 0.83% 872 +2,549 15.37% Q4 2025 Jan 21, 2026
ETF Store, Inc. History Reduced 19,125 1,552 1.58% 1.52% 873 -530 -2.7% Q4 2025 Jan 22, 2026
Redhawk Wealth Advisors, Inc. History Added to 18,795 1,525 0.17% 0.15% 874 +569 3.12% Q4 2025 Jan 14, 2026
TWO SIGMA SECURITIES, LLC History Added to 18,692 1,517 0.21% 0.18% 875 +2,194 13.3% Q4 2025 Feb 17, 2026
Douglass Winthrop Advisors, LLC History No change 18,680 1,516 0.03% 0.02% 876 0 0.0% Q4 2025 Feb 12, 2026
AA Financial Advisors, LLC History Added to 18,651 1,513 0.28% 0.2% 877 +4,765 34.32% Q4 2025 Jan 14, 2026
Jordan Park Trust Co LLC History No change 18,651 1,513 1.04% 1.32% 878 0 0.0% Q4 2025 Feb 03, 2026
Principle Wealth Partners LLC History Reduced 18,567 1,507 0.08% 0.09% 879 -2,202 -10.6% Q4 2025 Feb 06, 2026
NWAM LLC History Reduced 16,123 1,502 0.08% 0.08% 880 -2,549 -13.65% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 18,443 1,497 0.04% 0.04% 881 -289 -1.54% Q4 2025 Feb 09, 2026
PINEBRIDGE INVESTMENTS LLC History New 18,390 1,492 0.01% — 882 +18,390 New Q4 2025 Feb 12, 2026
Sovereign Financial Group, Inc. History Added to 18,370 1,491 0.26% 0.21% 883 +2,705 17.27% Q4 2025 Jan 07, 2026
IBEX WEALTH ADVISORS History Added to 18,359 1,490 0.15% 0.12% 884 +656 3.71% Q4 2025 Feb 17, 2026
CURTIS WEALTH MANAGEMENT LLC History New 15,602 1,484 1.29% — 885 +15,602 New Q4 2025 Feb 11, 2026
UPTICK PARTNERS, LLC History New 18,231 1,479 0.32% — 886 +18,231 New Q4 2025 Feb 02, 2026
Brookwood Investment Group LLC History Added to 47,527 1,475 0.18% 0.14% 887 +32,464 215.52% Q4 2025 Jan 22, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 17,954 1,457 0.11% 0.1% 888 -2,080 -10.38% Q4 2025 Jan 23, 2026
Green Ridge Wealth Planning LLC History New 17,931 1,455 0.74% — 889 +17,931 New Q4 2025 Mar 11, 2026
Financial Engines Advisors L.L.C. History Added to 17,780 1,443 0.0% 0.0% 890 +1,569 9.68% Q4 2025 Feb 12, 2026
Wealth Management Associates, Inc. History Reduced 17,768 1,442 0.5% 0.46% 891 -100 -0.56% Q4 2025 Jan 20, 2026
Mraz, Amerine & Associates, Inc. History Reduced 17,744 1,440 0.21% 0.21% 892 -665 -3.61% Q4 2025 Feb 06, 2026
Blossom Wealth Management History Reduced 17,715 1,437 2.37% 2.62% 893 -4,552 -20.44% Q4 2025 Jan 16, 2026
ERn Financial, LLC History Added to 17,673 1,434 0.27% 0.25% 894 +571 3.34% Q4 2025 Jan 15, 2026
Clarion Wealth Managment Partners, LLC History Reduced 17,678 1,434 1.33% 1.3% 895 -465 -2.56% Q4 2025 Feb 05, 2026
First Heartland Consultants, Inc. History Reduced 17,554 1,424 0.11% 0.11% 896 -903 -4.89% Q4 2025 Jan 09, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Reduced 17,539 1,423 0.67% 0.64% 897 -358 -2.0% Q4 2025 Jan 23, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 17,531 1,422 0.39% 0.35% 898 -268 -1.51% Q4 2025 Feb 04, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 17,514 1,421 0.16% 0.15% 899 -730 -4.0% Q4 2025 Jan 20, 2026
Rothschild Wealth LLC History Added to 17,495 1,420 0.14% 0.21% 900 +4,045 30.07% Q4 2025 Feb 17, 2026
S.A. Mason LLC History No change 17,412 1,413 0.56% 0.56% 901 0 0.0% Q4 2025 Jan 29, 2026
Cooke Wealth Management, LLC History New 16,176 1,411 1.23% — 902 +16,176 New Q4 2025 Jan 21, 2026
Asempa Wealth Advisors History New 17,372 1,410 1.21% — 903 +17,372 New Q4 2025 Jan 08, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 17,369 1,409 0.0% 0.0% 904 -1,068 -5.79% Q4 2025 Feb 13, 2026
Center For Asset Management LLC History Added to 17,345 1,407 0.74% 0.18% 905 +12,729 275.76% Q4 2025 Jan 21, 2026
FFG Partners, LLC History Added to 17,309 1,404 0.41% 0.34% 906 +70 0.41% Q4 2025 Jan 23, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History New 17,264 1,401 0.91% — 907 +17,264 New Q4 2025 Feb 09, 2026
Diversified Trust Co History Added to 17,261 1,401 0.03% 0.02% 908 +705 4.26% Q4 2025 Jan 09, 2026
Dynamic Advisor Solutions LLC History Added to 17,264 1,401 0.04% 0.04% 909 +296 1.74% Q4 2025 Jan 09, 2026
Capital Investment Advisors, LLC History Reduced 17,214 1,397 0.02% 0.02% 910 -9 -0.05% Q4 2025 Jan 13, 2026
Independent Wealth Network Inc. History Reduced 17,207 1,396 0.43% 0.43% 911 -1,041 -5.7% Q4 2025 Jan 26, 2026
NOVEM GROUP History Reduced 17,210 1,396 0.16% 0.15% 912 -884 -4.89% Q4 2025 Jan 27, 2026
Arta Finance Wealth Management LLC History New 17,194 1,395 0.71% — 913 +17,194 New Q4 2025 Jan 20, 2026
S&CO INC History No change 17,174 1,394 0.09% 0.08% 914 0 0.0% Q4 2025 Feb 05, 2026
Avidian Wealth Enterprises, LLC History Added to 17,158 1,392 0.05% 0.05% 915 +578 3.49% Q4 2025 Feb 02, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 17,056 1,384 0.92% 0.84% 916 +14 0.08% Q4 2025 Jan 09, 2026
Berger Financial Group, Inc History Added to 17,039 1,383 0.08% 0.06% 917 +3,710 27.83% Q4 2025 Jan 27, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 16,947 1,375 0.09% 0.08% 918 -315 -1.82% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Reduced 16,891 1,370 0.02% 0.02% 919 -7,743 -31.43% Q4 2025 Feb 02, 2026
RHL GROUP, LLC History New 16,817 1,365 1.1% — 920 +16,817 New Q4 2025 Feb 09, 2026
RCS Financial Planning, LLC History Added to 16,797 1,363 0.59% 0.53% 921 +396 2.41% Q4 2025 Jan 15, 2026
CROSSPOINT FINANCIAL, LLC History Added to 16,721 1,357 3.19% 2.89% 922 +541 3.34% Q4 2025 Feb 05, 2026
Andrews Advisory Associates, LLC History New 16,688 1,354 0.72% — 923 +16,688 New Q4 2025 Feb 18, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 16,675 1,353 0.15% 0.14% 924 -335 -1.97% Q4 2025 Jan 22, 2026
Auxano Advisors, LLC History Reduced 16,660 1,352 0.27% 0.26% 925 -205 -1.22% Q4 2025 Feb 06, 2026
Jump Financial, LLC History New 16,531 1,341 0.02% — 928 +16,531 New Q4 2025 Feb 17, 2026
Lantz Financial LLC History Reduced 16,526 1,341 0.28% 0.28% 926 -796 -4.6% Q4 2025 Jan 14, 2026
Curated Wealth Partners LLC History Added to 16,522 1,341 0.14% 0.14% 927 +164 1.0% Q4 2025 Jan 12, 2026
IPG Investment Advisors LLC History Added to 16,422 1,332 0.23% 0.09% 929 +9,415 134.37% Q4 2025 Feb 09, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 16,377 1,329 0.06% — 931 +16,377 New Q4 2025 Feb 13, 2026
NWF Advisory Services Inc. History Added to 16,374 1,329 0.15% 0.1% 930 +3,629 28.47% Q4 2025 Mar 03, 2026
Ellis Investment Partners, LLC History Reduced 16,352 1,327 0.23% 0.22% 932 -313 -1.88% Q4 2025 Feb 02, 2026
Atala Financial Inc History Added to 16,262 1,319 0.84% 0.47% 933 +6,037 59.04% Q4 2025 Jan 23, 2026
CCG WEALTH MANAGEMENT, LLC History Added to 16,239 1,318 0.56% 0.14% 934 +12,169 298.99% Q4 2025 Jan 21, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 16,204 1,315 0.03% 0.02% 935 +573 3.67% Q4 2025 Feb 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 16,122 1,314 0.0% 0.0% 936 -3,402 -17.42% Q4 2025 Feb 03, 2026
Atlatl Advisers LLC History Added to 16,053 1,303 0.5% 0.43% 937 +1,330 9.03% Q4 2025 Feb 09, 2026
5th Street Advisors, LLC History Reduced 16,039 1,301 0.61% 0.63% 938 -1,583 -8.98% Q4 2025 Jan 30, 2026
Frankly Finances, LLC History New 15,868 1,288 1.12% — 939 +15,868 New Q4 2025 Jan 26, 2026
Mirador Capital Partners LP History Added to 15,790 1,281 0.18% 0.16% 940 +727 4.83% Q4 2025 Jan 14, 2026
Fort Point Capital Partners LLC History Reduced 14,714 1,275 0.14% 0.16% 941 -4,212 -22.26% Q4 2025 Feb 13, 2026
HORAN Wealth, LLC History No change 15,685 1,273 0.2% 0.18% 942 0 0.0% Q4 2025 Feb 04, 2026
CENTRAL BANK & TRUST CO History Added to 15,661 1,271 0.2% 0.17% 943 +817 5.5% Q4 2025 Jan 09, 2026
LiftPoint Family Wealth Advisors LLC History New 15,639 1,269 1.08% — 944 +15,639 New Q4 2025 Feb 13, 2026
FOCUSED ALPHA, LLC History New 15,552 1,262 0.37% — 945 +15,552 New Q4 2025 Feb 13, 2026
Total Clarity Wealth Management, Inc. History Added to 15,540 1,261 0.3% 0.29% 946 +639 4.29% Q4 2025 Feb 02, 2026
Cascade Financial Partners, LLC History Reduced 15,492 1,257 0.13% 0.13% 947 -500 -3.13% Q4 2025 Feb 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 15,449 1,253 0.02% 0.02% 948 +93 0.61% Q4 2025 Jan 22, 2026
Blue Fin Capital, Inc. History No change 15,396 1,249 0.19% 0.18% 949 0 0.0% Q4 2025 Jan 23, 2026
Foguth Wealth Management, LLC. History New 15,291 1,247 0.19% — 950 +15,291 New Q4 2025 Jan 05, 2026
Banco Santander, S.A. History New 15,300 1,241 0.01% — 951 +15,300 New Q4 2025 Feb 13, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 15,246 1,237 0.35% 0.32% 952 0 0.0% Q4 2025 Jan 22, 2026
JT Stratford LLC History Reduced 15,202 1,233 0.16% 0.15% 953 -182 -1.18% Q4 2025 Feb 12, 2026
Essex Financial Services, Inc. History Reduced 15,171 1,231 0.07% 0.07% 954 -1,249 -7.61% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 15,076 1,223 0.02% 0.02% 955 +991 7.04% Q4 2025 Feb 06, 2026
Tarbox Family Office, Inc. History No change 15,077 1,223 0.2% 0.16% 956 0 0.0% Q4 2025 Jan 21, 2026
Provenance Wealth Advisors, LLC History Reduced 15,064 1,222 0.14% 0.14% 957 -41 -0.27% Q4 2025 Jan 26, 2026
Nova Wealth Management, Inc. History Added to 15,028 1,219 0.84% 0.67% 959 +1,955 14.95% Q4 2025 Jan 14, 2026
Community Bank, N.A. History Added to 15,027 1,219 0.14% 0.12% 958 +1,709 12.83% Q4 2025 Feb 04, 2026
Glenview Trust Co History No change 14,913 1,210 0.02% 0.02% 960 0 0.0% Q4 2025 Feb 09, 2026
Greenspring Advisors, LLC History New 14,884 1,208 0.07% — 961 +14,884 New Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History Reduced 14,787 1,200 0.04% 0.04% 962 -754 -4.85% Q4 2025 Feb 09, 2026
Compass Wealth Management, LLC/GA History No change 14,738 1,196 0.49% 0.47% 963 0 0.0% Q4 2025 Feb 17, 2026
Aberdeen Wealth Management LLC History Reduced 14,712 1,194 0.55% 0.68% 964 -200 -1.34% Q4 2025 Feb 12, 2026
REBALANCE, LLC History Added to 14,709 1,193 0.07% 0.05% 965 +3,155 27.31% Q4 2025 Jan 15, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 14,707 1,193 0.45% 0.37% 966 +1,779 13.76% Q4 2025 Jan 08, 2026
Wedmont Private Capital History Added to 14,213 1,191 0.04% 0.03% 967 +2,192 18.23% Q4 2025 Jan 08, 2026
Sharper & Granite LLC History Reduced 14,650 1,189 0.42% 0.41% 969 -990 -6.33% Q4 2025 Jan 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 14,651 1,189 0.08% 0.07% 968 +200 1.38% Q4 2025 Feb 17, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 14,628 1,187 0.04% 0.04% 970 -2,737 -15.76% Q4 2025 Feb 13, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Reduced 14,614 1,186 0.99% 0.94% 971 -371 -2.48% Q4 2025 Jan 29, 2026
Brooklyn Investment Group History Added to 14,474 1,181 0.05% 0.06% 973 +7,248 100.3% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Reduced 14,547 1,181 0.07% 0.08% 972 -2,029 -12.24% Q4 2025 Feb 13, 2026
J.M. Arbour, LLC History New 14,474 1,174 1.17% — 974 +14,474 New Q4 2025 Jan 26, 2026
Wealthstar Advisors, LLC History Reduced 14,435 1,171 0.52% 0.64% 975 -7,782 -35.03% Q4 2025 Jan 30, 2026
MainStreet Investment Advisors LLC History Reduced 14,421 1,170 0.17% 0.28% 976 -14,685 -50.45% Q4 2025 Feb 10, 2026
Marmo Financial Group, LLC History No change 14,344 1,164 0.55% 0.51% 977 0 0.0% Q4 2025 Feb 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 14,336 1,163 0.03% 0.03% 978 -216 -1.48% Q4 2025 Feb 03, 2026
BCU Wealth Advisors, LLC History Added to 14,210 1,153 0.44% 0.41% 979 +288 2.07% Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Reduced 14,124 1,146 0.06% 0.06% 980 -314 -2.17% Q4 2025 Jan 14, 2026
Swisher Financial Concepts, Inc. History Added to 14,068 1,141 0.65% 0.57% 981 +1,009 7.73% Q4 2025 Feb 10, 2026
Hobbs Group Advisors, LLC History Reduced 14,061 1,141 0.34% 0.32% 982 -117 -0.83% Q4 2025 Jan 28, 2026
Wescott Financial Advisory Group, LLC History No change 14,006 1,136 0.1% 0.09% 983 0 0.0% Q4 2025 Feb 12, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History New 13,940 1,131 0.31% — 984 +13,940 New Q4 2025 Jan 13, 2026
Landing Point Financial Group, LLC History Added to 13,909 1,129 0.56% 0.49% 985 +1,050 8.17% Q4 2025 Feb 11, 2026
Continuum Advisory, LLC History Added to 13,906 1,128 0.11% 0.04% 986 +8,969 181.67% Q4 2025 Feb 11, 2026
First Bank & Trust History Added to 13,557 1,100 0.18% 0.16% 987 +506 3.88% Q4 2025 Jan 12, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 13,521 1,097 0.04% 0.1% 988 -15,035 -52.65% Q4 2025 Feb 09, 2026
AMERICAN NATIONAL BANK & TRUST History No change 13,451 1,091 0.1% 0.1% 989 0 0.0% Q4 2025 Jan 20, 2026
DAVIS R M INC History Added to 13,383 1,086 0.02% 0.01% 990 +8,688 185.05% Q4 2025 Feb 12, 2026
Cedar Wealth Management, LLC History No change 13,365 1,084 0.32% 0.3% 991 0 0.0% Q4 2025 Feb 06, 2026
PDS Planning, Inc History Added to 13,276 1,077 0.07% 0.06% 992 +729 5.81% Q4 2025 Jan 26, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 13,256 1,075 0.21% 0.16% 993 +2,824 27.07% Q4 2025 Feb 04, 2026
First Growth Capital LLC History New 11,101 1,063 0.94% — 994 +11,101 New Q4 2025 Feb 19, 2026
Obermeyer Wealth Partners History Reduced 13,045 1,058 0.05% 0.05% 995 -1,933 -12.91% Q4 2025 Jan 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 13,000 1,055 0.06% 0.06% 996 0 0.0% Q4 2025 Feb 17, 2026
TopTier Wealth Management, LLC History New 12,988 1,054 0.72% — 998 +12,988 New Q4 2025 Feb 12, 2026
Mill Capital Management, LLC History Reduced 12,994 1,054 0.08% 0.09% 997 -3,256 -20.04% Q4 2025 Feb 11, 2026
Alpha Financial Partners, LLC History Added to 12,960 1,051 0.64% 0.61% 999 +14 0.11% Q4 2025 Feb 10, 2026
Farringdon Capital, Ltd. History New 12,920 1,048 0.26% — 1000 +12,920 New Q4 2025 Feb 17, 2026
Beacon Financial Advisory LLC History Added to 12,908 1,047 0.24% 0.19% 1001 +1,421 12.37% Q4 2025 Feb 17, 2026
Riverpoint Wealth Management Holdings, LLC History No change 12,873 1,044 0.22% 0.21% 1002 0 0.0% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History Reduced 12,833 1,042 0.13% 0.12% 1003 -618 -4.59% Q4 2025 Jan 20, 2026
ICONIQ Capital, LLC History Reduced 12,819 1,040 0.02% 0.02% 1004 -5,960 -31.74% Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Added to 12,816 1,040 0.24% 0.21% 1005 +2 0.02% Q4 2025 Feb 05, 2026
Mission Creek Capital Partners, Inc. History No change 12,757 1,035 0.21% 0.18% 1006 0 0.0% Q4 2025 Feb 12, 2026
Retirement Wealth Solutions LLC History Reduced 12,745 1,034 0.65% 0.66% 1007 -1,049 -7.6% Q4 2025 Jan 07, 2026
Legacy Wealth Partners, LLC History New 12,667 1,028 0.27% — 1008 +12,667 New Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 12,662 1,027 0.02% 0.02% 1009 -401 -3.07% Q4 2025 Feb 10, 2026
Archer Investment Management, LLC History New 12,645 1,026 0.55% — 1011 +12,645 New Q4 2025 Jan 12, 2026
JTC Employer Solutions Trustee Ltd History No change 12,632 1,026 0.07% 0.08% 1010 0 0.0% Q4 2025 Feb 10, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 12,621 1,024 0.25% 0.23% 1012 -172 -1.34% Q4 2025 Feb 02, 2026
Maridea Wealth Management LLC History Reduced 12,566 1,019 0.15% 0.16% 1013 -5 -0.04% Q4 2025 Jan 08, 2026
PINNACLE ASSOCIATES LTD History Added to 12,539 1,017 0.01% 0.01% 1014 +91 0.73% Q4 2025 Feb 05, 2026
Ameliora Wealth Management Ltd. History No change 12,500 1,014 0.31% 0.3% 1015 0 0.0% Q4 2025 Jan 21, 2026
SIMON QUICK ADVISORS, LLC History Added to 12,472 1,012 0.04% 0.02% 1016 +4,972 66.29% Q4 2025 Jan 29, 2026
Axecap Investments, LLC History Reduced 12,468 1,012 0.62% 0.64% 1017 -1,848 -12.91% Q4 2025 Jan 29, 2026
Belpointe Asset Management LLC History Added to 12,318 999 0.04% 0.02% 1018 +3,619 41.6% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Added to 12,151 986 0.02% 0.01% 1019 +2,911 31.5% Q4 2025 Feb 17, 2026
Riverbend Wealth Management, LLC History Added to 12,066 979 0.61% 0.37% 1020 +4,678 63.32% Q4 2025 Jan 29, 2026
Diesslin Group, Inc. History New 12,050 978 0.39% — 1021 +12,050 New Q4 2025 Feb 25, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 12,045 977 0.72% 0.51% 1022 +2,528 26.56% Q4 2025 Feb 06, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Reduced 12,032 976 0.9% 0.91% 1023 -320 -2.59% Q4 2025 Jan 21, 2026
Wagner Wealth Management, Corp History New 11,878 964 0.95% — 1025 +11,878 New Q4 2025 Feb 12, 2026
Global Financial Private Client, LLC History Added to 11,882 964 0.34% 0.31% 1024 +55 0.47% Q4 2025 Jan 27, 2026
RCW Management, LLC History New 11,836 960 0.97% — 1027 +11,836 New Q4 2025 Jan 30, 2026
Advisor Resource Council History New 10,976 960 0.34% — 1026 +10,976 New Q4 2025 Feb 10, 2026
Colony Family Offices, LLC History No change 11,820 959 0.24% 0.22% 1028 0 0.0% Q4 2025 Jan 22, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 11,795 957 0.2% 0.06% 1029 +8,624 271.96% Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History No change 11,787 956 0.02% 0.02% 1030 0 0.0% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 11,708 950 0.02% 0.02% 1031 -1,350 -10.34% Q4 2025 Feb 02, 2026
Stokes Family Office, LLC History Added to 11,615 942 0.09% 0.08% 1032 +630 5.74% Q4 2025 Feb 18, 2026
Trivium Point Advisory, LLC History Added to 11,562 938 0.09% 0.08% 1033 +712 6.56% Q4 2025 Jan 26, 2026
Fairvoy Private Wealth, LLC History Reduced 11,500 933 0.21% 0.19% 1034 -213 -1.82% Q4 2025 Jan 14, 2026
Meridian Wealth Management, LLC History Added to 11,484 932 0.03% 0.03% 1035 +2,027 21.43% Q4 2025 Feb 04, 2026
Hirtle Callaghan & Co LLC History Reduced 11,452 929 0.03% 0.03% 1036 -950 -7.66% Q4 2025 Feb 04, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Reduced 11,449 929 0.07% 0.08% 1037 -295 -2.51% Q4 2025 Jan 30, 2026
Werba Rubin Papier Wealth Management History No change 11,443 928 0.25% 0.13% 1038 0 0.0% Q4 2025 Jan 27, 2026
Optivise Advisory Services LLC History Added to 11,357 921 0.53% 0.34% 1039 +3,594 46.3% Q4 2025 Jan 12, 2026
MBL Wealth, LLC History Reduced 11,300 917 0.07% 0.07% 1040 -21 -0.19% Q4 2025 Jan 21, 2026
W ADVISORS, LLC History Added to 11,131 903 0.45% 0.38% 1041 +1,187 11.94% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 11,083 899 0.04% 0.03% 1042 +50 0.45% Q4 2025 Jan 30, 2026
North Forty Two & Co. History Added to 11,004 893 0.84% 0.76% 1043 +275 2.56% Q4 2025 Feb 09, 2026
McAdam, LLC History Added to 10,988 891 0.04% 0.03% 1044 +3,428 45.34% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Reduced 10,972 890 0.12% 0.11% 1045 -295 -2.62% Q4 2025 Feb 12, 2026
Arrowroot Family Office, LLC History Added to 10,954 889 0.32% 0.31% 1047 +439 4.17% Q4 2025 Feb 11, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 10,954 889 0.11% 0.1% 1046 +67 0.62% Q4 2025 Jan 15, 2026
Keel Point, LLC History Added to 10,941 888 0.05% 0.05% 1048 +656 6.38% Q4 2025 Feb 12, 2026
CWA Asset Management Group, LLC History Added to 10,890 883 0.03% 0.02% 1049 +2,784 34.34% Q4 2025 Jan 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 10,832 879 0.0% 0.0% 1050 +2,102 24.08% Q4 2025 Feb 09, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History Added to 10,840 879 0.44% 0.37% 1051 +800 7.97% Q4 2025 Feb 06, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 10,790 875 0.26% 0.23% 1052 +719 7.14% Q4 2025 Jan 30, 2026
Euro Pacific Asset Management, LLC History Added to 10,761 873 0.1% 0.08% 1053 +1,700 18.76% Q4 2025 Jan 21, 2026
Essex Bank History Added to 10,699 868 0.19% 0.16% 1054 +1,022 10.56% Q4 2025 Feb 02, 2026
Phoenix Wealth Advisors History Reduced 10,680 866 0.33% 0.3% 1055 -112 -1.04% Q4 2025 Jan 22, 2026
Texas Yale Capital Corp. History No change 10,600 860 0.03% 0.02% 1056 0 0.0% Q4 2025 Feb 10, 2026
South Shore Capital Advisors History New 10,566 857 0.63% — 1057 +10,566 New Q4 2025 Jan 21, 2026
Urban Wealth Management, LLC History New 10,557 856 0.8% — 1058 +10,557 New Q4 2025 Jan 30, 2026
APPLETON PARTNERS INC/MA History Reduced 10,517 854 0.06% 0.05% 1059 -25 -0.24% Q4 2025 Jan 09, 2026
New Millennium Group LLC History Added to 10,502 852 0.37% 0.33% 1060 +642 6.51% Q4 2025 Feb 06, 2026
Astoria Portfolio Advisors LLC. History Reduced 8,638 851 0.19% 0.19% 1061 -790 -8.38% Q4 2025 Feb 24, 2026
Tradition Wealth Management, LLC History Reduced 10,484 850 0.06% 0.06% 1062 -1,558 -12.94% Q4 2025 Feb 11, 2026
GWN SECURITIES INC. History Added to 10,370 841 0.17% 0.14% 1063 +2,357 29.41% Q4 2025 Feb 11, 2026
Blue Chip Partners, LLC History Reduced 10,370 841 0.06% 0.06% 1064 -113 -1.08% Q4 2025 Feb 18, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 10,359 840 0.26% 0.25% 1065 +280 2.78% Q4 2025 Jan 07, 2026
Vantage Point Financial LLC History Added to 10,333 838 0.3% 0.25% 1066 +1,545 17.58% Q4 2025 Feb 02, 2026
OneAscent Financial Services LLC History New 10,311 836 0.08% — 1067 +10,311 New Q4 2025 Feb 11, 2026
BXM Wealth LLC History Added to 10,300 836 0.64% 0.62% 1068 +1,300 14.44% Q4 2025 Jan 20, 2026
Pinnacle Bancorp, Inc. History Added to 10,294 835 0.24% 0.2% 1069 +973 10.44% Q4 2025 Jan 22, 2026
Fisher Asset Management, LLC History Added to 10,274 833 0.0% 0.0% 1070 +6,717 188.84% Q4 2025 Feb 09, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 10,259 832 0.13% 0.12% 1071 -40 -0.39% Q4 2025 Jan 12, 2026
Greykasell Wealth Strategies, Inc. History Added to 10,240 831 0.33% 0.03% 1073 +9,392 1107.55% Q4 2025 Feb 11, 2026
KKM Financial LLC History Added to 10,243 831 0.15% 0.2% 1072 +1,560 17.97% Q4 2025 Feb 18, 2026
WORLD EQUITY GROUP, INC. History Added to 10,218 829 0.23% 0.11% 1074 +3,687 56.45% Q4 2025 Jan 12, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 10,191 827 0.22% 0.16% 1075 +3,012 41.96% Q4 2025 Feb 10, 2026
GC Wealth Management RIA, LLC History Reduced 10,176 825 0.03% 0.03% 1076 -550 -5.13% Q4 2025 Jan 30, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 10,153 824 0.1% 0.07% 1077 0 0.0% Q4 2025 Jan 09, 2026
Capital Investment Management, Inc. History New 10,134 822 0.29% — 1079 +10,134 New Q4 2025 Apr 10, 2026
Badgley Phelps Wealth Managers, LLC History Added to 10,136 822 0.02% 0.01% 1078 +624 6.56% Q4 2025 Jan 28, 2026
Quantum Portfolio Management LLC History Reduced 10,111 820 0.36% 0.42% 1080 -9,443 -48.29% Q4 2025 Feb 12, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 10,062 816 0.33% 0.13% 1081 +6,292 166.9% Q4 2025 Feb 17, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 10,000 811 0.07% 0.06% 1082 0 0.0% Q4 2025 Jan 15, 2026
Exchange Bank History Added to 9,989 810 0.56% 0.47% 1083 +720 7.77% Q4 2025 Jan 13, 2026
DOLIVER ADVISORS, LP History Reduced 9,925 805 0.2% 0.24% 1084 -2,725 -21.54% Q4 2025 Jan 06, 2026
CJM Wealth Advisers, Ltd. History Added to 9,911 804 0.24% 0.07% 1085 +6,788 217.36% Q4 2025 Jan 23, 2026
Valmark Advisers, Inc. History Reduced 9,853 799 0.01% 0.01% 1086 -642 -6.12% Q4 2025 Jan 26, 2026
Frank, Rimerman Advisors LLC History No change 9,729 789 0.05% 0.05% 1087 0 0.0% Q4 2025 Jan 15, 2026
Towne Trust Company, N.A History No change 9,700 787 0.25% 0.23% 1088 0 0.0% Q4 2025 Jan 26, 2026
EPG Wealth Management LLC History No change 9,670 784 0.21% 0.19% 1089 0 0.0% Q4 2025 Jan 28, 2026
Birch Hill Investment Advisors LLC History No change 9,652 783 0.03% 0.03% 1090 0 0.0% Q4 2025 Jan 27, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 9,591 778 0.08% 0.07% 1091 +40 0.42% Q4 2025 Feb 06, 2026
SFE Investment Counsel History Reduced 9,532 773 0.12% 0.11% 1092 -185 -1.9% Q4 2025 Feb 05, 2026
Black Diamond Financial, LLC History Reduced 9,502 771 0.08% 0.08% 1093 -142 -1.47% Q4 2025 Feb 03, 2026
Net Worth Advisory Group History Added to 9,497 770 0.16% 0.06% 1095 +6,679 237.01% Q4 2025 Jan 14, 2026
COZAD ASSET MANAGEMENT INC History Added to 9,489 770 0.06% 0.05% 1094 +300 3.26% Q4 2025 Feb 13, 2026
STALEY CAPITAL ADVISERS INC History Reduced 9,476 769 0.03% 0.03% 1096 -2 -0.02% Q4 2025 Feb 05, 2026
Clarity Financial LLC History Reduced 9,428 765 0.07% 0.07% 1097 -591 -5.9% Q4 2025 Jan 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 9,377 761 0.05% 0.04% 1098 +1,954 26.32% Q4 2025 Feb 03, 2026
May Barnhard Investments LLC History No change 9,372 760 0.36% 0.32% 1099 0 0.0% Q4 2025 Jan 28, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 9,362 759 0.12% 0.11% 1100 +106 1.15% Q4 2025 Jan 28, 2026
BKM Wealth Management, LLC History Added to 9,307 755 0.28% 0.23% 1101 +837 9.88% Q4 2025 Jan 29, 2026
Armbruster Capital Management, Inc. History Reduced 9,250 750 0.13% 0.15% 1102 -2,750 -22.92% Q4 2025 Jan 23, 2026
ASPIRIANT, LLC History Added to 9,239 749 0.02% 0.02% 1103 +1,385 17.63% Q4 2025 Jan 20, 2026
SouthState Bank Corp History Added to 9,216 748 0.03% 0.02% 1104 +3,549 62.63% Q4 2025 Feb 11, 2026
PATTEN & PATTEN INC/TN History Reduced 9,225 748 0.04% 0.04% 1105 -500 -5.14% Q4 2025 Feb 03, 2026
CHILTON INVESTMENT CO INC. History Added to 9,187 745 0.02% 0.01% 1106 +3,157 52.35% Q4 2025 Feb 17, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 9,101 738 0.29% 0.29% 1107 -1,007 -9.96% Q4 2025 Feb 13, 2026
Advance Capital Management, Inc. History Reduced 9,090 737 0.03% 0.03% 1108 -1,326 -12.73% Q4 2025 Jan 06, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 9,078 736 0.06% 0.06% 1109 +78 0.87% Q4 2025 Feb 03, 2026
ORG Partners LLC History Added to 9,006 730 0.13% 0.12% 1110 +243 2.77% Q4 2025 Jan 14, 2026
Nilsine Partners, LLC History Added to 8,973 728 0.06% 0.04% 1112 +2,891 47.53% Q4 2025 Jan 15, 2026
Beckerman Institutional, LLC History Reduced 8,969 728 0.41% 0.42% 1113 -867 -8.81% Q4 2025 Feb 10, 2026
Crestwood Advisors Group, LLC History Added to 8,979 728 0.01% 0.01% 1111 +250 2.86% Q4 2025 Feb 03, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 8,966 727 0.14% 0.11% 1115 +669 8.06% Q4 2025 Jan 28, 2026
REGIMEN WEALTH, LLC History Reduced 8,958 727 0.21% 0.2% 1114 -87 -0.96% Q4 2025 Feb 09, 2026
XML Financial, LLC History Added to 8,947 726 0.06% 0.04% 1116 +1,465 19.58% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Added to 8,652 725 0.07% 0.07% 1117 +388 4.7% Q4 2025 Jan 12, 2026
Vanguard Capital Wealth Advisors History Reduced 8,918 723 0.58% 1.5% 1118 -16,784 -65.3% Q4 2025 Jan 16, 2026
Evolution Wealth Advisors, LLC History Added to 8,877 720 0.07% 0.09% 1119 +2 0.02% Q4 2025 Jan 12, 2026
HBK Sorce Advisory LLC History Added to 7,714 719 0.02% 0.01% 1120 +454 6.25% Q4 2025 Feb 09, 2026
PUREfi Wealth, LLC History Added to 8,861 719 0.55% 0.49% 1121 +141 1.62% Q4 2025 Jan 12, 2026
GeoWealth Management, LLC History Reduced 8,854 718 0.03% 0.06% 1122 -15,090 -63.02% Q4 2025 Feb 17, 2026
Three Cord True Wealth Management, LLC History No change 8,843 717 0.42% 0.44% 1123 0 0.0% Q4 2025 Feb 05, 2026
StoneX Group Inc. History Added to 8,733 715 0.03% 0.02% 1124 +1,679 23.8% Q4 2025 Feb 12, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 8,772 712 0.05% 0.05% 1125 -441 -4.79% Q4 2025 Feb 05, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 8,769 711 0.52% 0.35% 1126 +2,730 45.21% Q4 2025 Feb 20, 2026
Catawba River Capital History Reduced 8,748 710 0.32% 0.3% 1127 -415 -4.53% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Added to 8,669 703 0.01% 0.01% 1128 +921 11.89% Q4 2025 Feb 04, 2026
GREENLEAF TRUST History Reduced 8,636 700 0.01% 0.01% 1129 -270 -3.03% Q4 2025 Jan 21, 2026
Disciplined Investors, L.L.C. History Added to 8,600 698 0.46% 0.42% 1130 +420 5.13% Q4 2025 Feb 10, 2026
FLAGSTAR ADVISORS INC History Reduced 8,563 695 0.23% 0.34% 1132 -6,697 -43.89% Q4 2025 Jan 13, 2026
Sound Income Strategies, LLC History Added to 8,066 695 0.03% 0.03% 1133 +1,843 29.62% Q4 2025 Jan 21, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 8,566 695 0.01% 0.01% 1131 -124 -1.43% Q4 2025 Feb 11, 2026
Integrated Investment Consultants, LLC History Reduced 8,522 691 0.14% 0.14% 1134 -7,327 -46.23% Q4 2025 Mar 03, 2026
United Asset Strategies, Inc. History Reduced 8,497 689 0.05% 0.08% 1135 -5,693 -40.12% Q4 2025 Jan 28, 2026
Berkeley Capital Partners, LLC History Reduced 8,475 687 0.16% 0.15% 1137 -408 -4.59% Q4 2025 Feb 05, 2026
Capital Planning Advisors, LLC History No change 8,464 687 0.09% 0.08% 1136 0 0.0% Q4 2025 Feb 17, 2026
BOSTON FAMILY OFFICE LLC History Reduced 8,421 684 0.04% 0.06% 1138 -4,000 -32.2% Q4 2025 Feb 13, 2026
Winch Advisory Services, LLC History Reduced 8,375 679 0.15% 0.15% 1139 -820 -8.92% Q4 2025 Feb 03, 2026
Petersen Hastings Wealth Advisors Inc. History New 8,364 678 0.07% — 1140 +8,364 New Q4 2025 Feb 11, 2026
Endowment Wealth Management, Inc. History Reduced 8,344 677 0.31% 0.29% 1141 -550 -6.18% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History Added to 8,294 673 0.06% 0.06% 1142 +18 0.22% Q4 2025 Jan 29, 2026
FARMERS TRUST CO History Reduced 8,278 671 0.11% 0.1% 1143 -38 -0.46% Q4 2025 Jan 06, 2026
FSM Wealth Advisors, LLC History Added to 8,256 670 0.09% 0.08% 1144 +67 0.82% Q4 2025 Jan 23, 2026
Viewpoint Capital Management LLC History Added to 8,244 669 0.29% 0.26% 1145 +150 1.85% Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Added to 8,214 666 0.02% 0.01% 1146 +3,363 69.33% Q4 2025 Jan 14, 2026
Aspire Private Capital, LLC History Added to 8,189 664 0.15% 0.08% 1147 +2,189 36.48% Q4 2025 Jan 16, 2026
Capital Squared Financial LLC History Reduced 8,181 664 0.52% 0.55% 1148 -507 -5.84% Q4 2025 Apr 17, 2026
COFG Advisors, LLC History New 8,149 661 0.16% — 1150 +8,149 New Q4 2025 Feb 10, 2026
SVB WEALTH LLC History Added to 8,152 661 0.04% 0.03% 1149 +250 3.16% Q4 2025 Feb 04, 2026
McAlvany Wealth Management LLC History New 8,092 656 0.5% — 1151 +8,092 New Q4 2025 Mar 25, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Reduced 8,071 655 0.32% 0.36% 1152 -1,918 -19.2% Q4 2025 Jan 14, 2026
Smartleaf Asset Management LLC History Added to 8,005 654 0.02% 0.02% 1154 +4,239 112.56% Q4 2025 Feb 13, 2026
Austin Private Wealth, LLC History Reduced 8,065 654 0.05% 0.05% 1153 -696 -7.94% Q4 2025 Jan 20, 2026
Atlas Wealth Partners, LLC History Added to 8,045 653 0.72% 0.48% 1155 +1,603 24.88% Q4 2025 Jan 26, 2026
Amundi History New 8,000 649 0.0% — 1156 +8,000 New Q4 2025 Feb 17, 2026
Lakeridge Wealth Management LLC History Added to 7,994 648 0.29% 0.26% 1157 +22 0.28% Q4 2025 Jan 07, 2026
Birchwood Financial Partners, Inc. History New 7,982 647 0.64% — 1160 +7,982 New Q4 2025 Feb 19, 2026
Strategic Wealth Advisors LLC History New 7,978 647 0.55% — 1159 +7,978 New Q4 2025 Feb 03, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 7,976 647 1.96% — 1158 +7,976 New Q4 2025 Feb 06, 2026
17 CAPITAL PARTNERS, LLC History New 7,954 645 0.33% — 1161 +7,954 New Q4 2025 Feb 13, 2026
Entelevest, LLC History New 7,907 641 0.64% — 1162 +7,907 New Q4 2025 Feb 11, 2026
Index Technologies Group LLC History New 7,845 636 0.66% — 1163 +7,845 New Q4 2025 Feb 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 7,829 635 0.23% 0.22% 1164 +698 9.79% Q4 2025 Feb 12, 2026
Stegent Equity Advisors, Inc. History No change 7,832 635 0.49% 0.46% 1165 0 0.0% Q4 2025 Jan 14, 2026
Cynosure Group, LLC History Reduced 7,814 634 0.06% 0.06% 1167 -58 -0.74% Q4 2025 Feb 17, 2026
WHALEROCK POINT PARTNERS, LLC History No change 7,811 634 0.12% 0.12% 1166 0 0.0% Q4 2025 Feb 13, 2026
INGALLS & SNYDER LLC History Reduced 7,793 633 0.02% 0.02% 1168 -500 -6.03% Q4 2025 Feb 13, 2026
Tacita Capital Inc History No change 7,777 631 0.37% 0.34% 1169 0 0.0% Q4 2025 Feb 11, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 7,760 629 0.04% 0.04% 1170 0 0.0% Q4 2025 Jan 27, 2026
Galvin, Gaustad & Stein, LLC History Added to 7,735 627 0.05% 0.05% 1171 +80 1.05% Q4 2025 Jan 23, 2026
Clearbridge Investments, LLC History No change 7,701 625 0.0% 0.0% 1172 0 0.0% Q4 2025 Feb 11, 2026
Visionary Wealth Advisors History Reduced 7,662 621 0.03% 0.03% 1173 -252 -3.18% Q4 2025 Feb 13, 2026
Capital Asset Managemnet, LLC History New 7,402 619 0.69% — 1174 +7,402 New Q4 2025 Apr 07, 2026
Fortune Financial Group, Inc. History New 7,393 618 0.61% — 1175 +7,393 New Q4 2025 Feb 11, 2026
Compass Financial Group, Inc. (Ohio) History New 7,610 617 0.45% — 1177 +7,610 New Q4 2025 Mar 04, 2026
Dynamic Financial Group History Reduced 7,602 617 0.53% 0.5% 1176 -265 -3.37% Q4 2025 Jan 26, 2026
TCW GROUP INC History New 7,595 616 0.0% — 1178 +7,595 New Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Added to 6,713 612 0.07% 0.03% 1180 +3,003 80.94% Q4 2025 Feb 03, 2026
WBH ADVISORY INC History Reduced 7,546 612 0.05% 0.04% 1179 -378 -4.77% Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History Added to 7,531 611 0.2% 0.13% 1181 +2,151 39.98% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History Reduced 7,515 609 0.02% 0.02% 1183 -155 -2.02% Q4 2025 Feb 17, 2026
WASHINGTON TRUST Co History No change 7,510 609 0.02% 0.02% 1182 0 0.0% Q4 2025 Feb 10, 2026
ARRIEN INVESTMENTS, INC. History No change 7,500 608 0.34% 0.32% 1184 0 0.0% Q4 2025 Jan 30, 2026
HUB Investment Partners, LLC History Reduced 7,455 605 0.02% 0.03% 1186 -3,016 -28.8% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 7,455 605 0.06% 0.06% 1185 +14 0.19% Q4 2025 Feb 13, 2026
Schrum Private Wealth Management LLC History Added to 7,450 604 0.45% 0.38% 1187 +233 3.23% Q4 2025 Feb 17, 2026
DURANTE & WATERS, LLC History Added to 7,380 599 0.42% 0.38% 1188 +180 2.5% Q4 2025 Jan 30, 2026
Koa Wealth Management, LLC History Added to 7,330 594 0.41% 0.38% 1189 +265 3.75% Q4 2025 Jan 29, 2026
GARRISON POINT ADVISORS, LLC History Added to 7,305 592 0.26% 0.09% 1190 +4,295 142.69% Q4 2025 Feb 13, 2026
WealthCollab, LLC History Added to 7,282 591 0.24% 0.23% 1191 +368 5.32% Q4 2025 Jan 27, 2026
Journey Advisory Group, LLC History Reduced 7,276 590 0.05% 0.04% 1192 -200 -2.68% Q4 2025 Jan 27, 2026
DGS Capital Management, LLC History Reduced 7,251 588 0.1% 0.1% 1193 -23 -0.32% Q4 2025 Feb 24, 2026
TRUST CO OF VERMONT History Added to 7,243 587 0.02% 0.01% 1194 +3,148 76.87% Q4 2025 Jan 16, 2026
Soltis Investment Advisors LLC History Reduced 7,231 586 0.04% 0.04% 1195 -222 -2.98% Q4 2025 Apr 02, 2026
Signal Advisors Wealth, LLC History Reduced 7,202 584 0.05% 0.06% 1196 -1,437 -16.63% Q4 2025 Jan 13, 2026
IFC & Insurance Marketing, Inc. History New 7,178 583 0.58% — 1200 +7,178 New Q4 2025 Feb 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 7,184 583 0.32% 0.29% 1199 +154 2.19% Q4 2025 Feb 05, 2026
First City Capital Management, Inc. History Reduced 7,193 583 0.31% 0.28% 1197 -50 -0.69% Q4 2025 Jan 14, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 7,192 583 0.14% 0.14% 1198 0 0.0% Q4 2025 Feb 06, 2026
Busey Bank History Added to 7,176 582 0.02% 0.01% 1202 +3,976 124.25% Q4 2025 Jan 27, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 7,173 582 0.08% 0.07% 1201 -335 -4.46% Q4 2025 Jan 12, 2026
Legacy Edge Advisors, LLC History New 7,169 581 0.06% — 1203 +7,169 New Q4 2025 Feb 02, 2026
WealthNavi Inc. History Reduced 7,089,248 575 5.08% 4.8% 1204 -41,295 -0.58% Q4 2025 Jan 15, 2026
Solidarity Wealth, LLC History No change 7,087 575 0.12% 0.11% 1205 0 0.0% Q4 2025 Jan 29, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 7,067 573 0.07% 0.07% 1206 -375 -5.04% Q4 2025 Jan 07, 2026
Great Diamond Partners, LLC History Reduced 7,047 572 0.11% 0.11% 1207 -920 -11.55% Q4 2025 Feb 06, 2026
CGN Advisors LLC History Added to 7,037 571 0.05% 0.04% 1208 +476 7.25% Q4 2025 Jan 05, 2026
Lantern Wealth Advisors, LLC History Reduced 7,046 571 0.3% 0.28% 1209 -213 -2.93% Q4 2025 Feb 17, 2026
Two West Capital Advisors LLC History Added to 7,035 571 0.33% 0.32% 1210 +132 1.91% Q4 2025 Jan 13, 2026
Pullen Investment Management, LLC History Added to 6,992 567 0.3% 0.25% 1211 +611 9.58% Q4 2025 Jan 20, 2026
Nemes Rush Group LLC History Added to 6,982 566 0.05% 0.05% 1213 +130 1.9% Q4 2025 Feb 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 6,983 566 0.04% 0.04% 1212 +50 0.72% Q4 2025 Feb 02, 2026
Spinnaker Investment Group, LLC History Added to 6,941 563 0.1% 0.09% 1214 +229 3.41% Q4 2025 Jan 12, 2026
SB Capital Management Inc History New 6,920 561 0.21% — 1215 +6,920 New Q4 2025 Feb 20, 2026
MRP Capital Investments, LLC History Added to 6,875 558 0.47% 0.29% 1218 +1,375 25.0% Q4 2025 Feb 09, 2026
Cambridge Advisors Inc. History Reduced 6,883 558 0.11% 0.1% 1217 -10 -0.15% Q4 2025 Jan 21, 2026
Indiana Trust & Investment Management Co History No change 6,885 558 0.16% 0.15% 1216 0 0.0% Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History Reduced 6,828 554 0.06% 0.06% 1220 -587 -7.92% Q4 2025 Feb 13, 2026
Summit Global Investments History Added to 6,829 554 0.03% 0.03% 1219 +19 0.28% Q4 2025 Feb 18, 2026
Armstrong, Fleming & Moore, Inc History Added to 6,830 554 0.26% 0.24% 1221 +10 0.15% Q4 2025 Jan 16, 2026
CRA Financial Services, LLC History Added to 6,794 551 0.07% 0.06% 1222 +460 7.26% Q4 2025 Jan 16, 2026
Sandy Cove Advisors, LLC History No change 6,757 548 0.16% 0.16% 1223 0 0.0% Q4 2025 Feb 09, 2026
Signature Wealth Management Group History No change 6,743 547 0.22% 0.19% 1224 0 0.0% Q4 2025 Jan 15, 2026
Facet Wealth, Inc. History Added to 5,385 545 0.01% 0.0% 1225 +2,208 69.5% Q4 2025 Jan 29, 2026
CALTON & ASSOCIATES, INC. History Added to 6,706 544 0.08% 0.07% 1226 +741 12.42% Q4 2025 Feb 10, 2026
STRATEGY ASSET MANAGERS LLC History Added to 6,686 542 0.09% 0.05% 1227 +2,852 74.39% Q4 2025 Feb 11, 2026
Sand Hill Global Advisors, LLC History No change 6,669 541 0.02% 0.02% 1228 0 0.0% Q4 2025 Feb 12, 2026
Wynn Capital, LLC History No change 6,646 539 0.26% 0.23% 1229 0 0.0% Q4 2025 Jan 13, 2026
Aries Wealth Management History Reduced 6,635 538 0.12% 0.13% 1230 -832 -11.14% Q4 2025 Jan 30, 2026
West Branch Capital LLC History No change 6,630 538 0.14% 0.13% 1231 0 0.0% Q4 2025 Jan 16, 2026
LEIGH BALDWIN & CO., LLC History New 6,605 536 0.35% — 1232 +6,605 New Q4 2025 Feb 12, 2026
KW WEALTH MANAGEMENT LLC History Added to 6,614 536 0.81% 0.78% 1233 +338 5.39% Q4 2025 Feb 25, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 6,599 535 0.28% — 1234 +6,599 New Q4 2025 Feb 23, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 6,572 533 0.88% 0.58% 1235 +657 11.11% Q4 2025 Feb 09, 2026
COOPER/HAIMS ADVISORS, LLC History No change 6,548 531 0.24% 0.22% 1236 0 0.0% Q4 2025 Feb 11, 2026
Baker Ellis Asset Management LLC History No change 6,500 527 0.06% 0.06% 1237 0 0.0% Q4 2025 Jan 21, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History New 6,492 526 0.08% — 1239 +6,492 New Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Added to 6,485 526 0.04% 0.04% 1238 +30 0.46% Q4 2025 Jan 07, 2026
BostonPremier Wealth LLC History Added to 6,470 525 0.27% 0.15% 1241 +2,421 59.79% Q4 2025 Jan 13, 2026
BLB&B Advisors, LLC History Added to 6,479 525 0.02% 0.02% 1240 +606 10.32% Q4 2025 Jan 26, 2026
Pitcairn Wealth Advisors LLC History New 6,465 524 0.05% — 1243 +6,465 New Q4 2025 Feb 13, 2026
REAP Financial Group, LLC History Added to 6,461 524 0.11% 0.0% 1242 +6,407 11864.81% Q4 2025 Feb 10, 2026
Copia Wealth Management History Added to 6,450 523 0.37% 0.34% 1244 +84 1.32% Q4 2025 Feb 06, 2026
Orcam Financial Group History Reduced 6,437 522 0.39% 0.43% 1245 -827 -11.38% Q4 2025 Feb 06, 2026
Summit Wealth Partners, LLC History Added to 6,415 520 0.1% 0.07% 1246 +1,086 20.38% Q4 2025 Jan 27, 2026
Chesley Taft & Associates LLC History New 6,406 519 0.02% — 1247 +6,406 New Q4 2025 Jan 14, 2026
SmartHarvest Portfolios, LLC History New 6,356 515 0.18% — 1250 +6,356 New Q4 2025 Feb 12, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 6,352 515 0.06% 0.06% 1249 -6 -0.09% Q4 2025 Jan 12, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 6,346 515 0.08% 0.08% 1248 0 0.0% Q4 2025 Jan 15, 2026
Accredited Investors Inc. History Added to 6,334 514 0.03% 0.02% 1251 +753 13.49% Q4 2025 Feb 05, 2026
Richmond Investment Services, LLC History Added to 6,329 513 0.09% 0.08% 1254 +622 10.9% Q4 2025 Feb 12, 2026
CX Institutional History Reduced 6,323 513 0.02% 0.01% 1253 -450 -6.64% Q4 2025 Feb 02, 2026
Genesis Wealth Advisors, LLC History No change 6,326 513 0.35% 0.32% 1252 0 0.0% Q4 2025 Feb 13, 2026
Retirement Management Systems Inc. History New 6,312 512 0.13% — 1256 +6,312 New Q4 2025 Feb 12, 2026
Klingman & Associates, LLC History Reduced 6,313 512 0.02% 0.02% 1255 -190 -2.92% Q4 2025 Jan 29, 2026
Avantra Family Wealth, Inc. History Reduced 6,301 511 0.37% 0.34% 1257 -18 -0.28% Q4 2025 Jan 21, 2026
Twin Lakes Capital Management, LLC History Reduced 6,289 510 0.23% 0.23% 1259 -540 -7.91% Q4 2025 Feb 04, 2026
BAKER BOYER NATIONAL BANK History Added to 6,293 510 0.15% 0.14% 1258 +398 6.75% Q4 2025 Feb 03, 2026
LRI Investments, LLC History Reduced 6,290 510 0.04% 0.04% 1260 -258 -3.94% Q4 2025 Feb 04, 2026
Sankala Group LLC History New 5,123 507 0.41% — 1262 +5,123 New Q4 2025 Mar 02, 2026
Quadrant Private Wealth Management, LLC History Reduced 6,253 507 0.08% 0.09% 1261 -659 -9.53% Q4 2025 Jan 26, 2026
TCP Asset Management, LLC History Added to 6,232 505 0.09% 0.08% 1263 +1 0.02% Q4 2025 Jan 07, 2026
Pacific Excel Wealth Advisors, Inc. History New 6,113 503 0.95% — 1267 +6,113 New Q4 2025 Feb 18, 2026
City Center Advisors, LLC History Added to 6,208 503 0.46% 0.38% 1266 +864 16.17% Q4 2025 Jan 05, 2026
VAN ECK ASSOCIATES CORP History No change 6,194 503 0.0% 0.0% 1264 0 0.0% Q4 2025 Feb 13, 2026
Reliant Wealth Planning History No change 6,198 503 0.16% 0.15% 1265 0 0.0% Q4 2025 Feb 12, 2026
Broadway Wealth Solutions, Inc. History Reduced 6,186 502 0.27% 0.27% 1269 -426 -6.44% Q4 2025 Jan 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 6,191 502 0.04% 0.04% 1268 +8 0.13% Q4 2025 Jan 07, 2026
Federation des caisses Desjardins du Quebec History Added to 6,165 500 0.0% 0.0% 1270 +2,612 73.52% Q4 2025 Feb 12, 2026
Sound Stewardship, LLC History No change 6,150 499 0.24% 0.21% 1271 0 0.0% Q4 2025 Jan 30, 2026
Heritage Financial Services, LLC History Reduced 6,146 498 0.04% 0.07% 1272 -4,919 -44.46% Q4 2025 Feb 02, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 6,076 493 0.24% 0.22% 1273 +125 2.1% Q4 2025 Feb 17, 2026
Integrity Investment Advisors, LLC History New 6,068 492 0.27% — 1277 +6,068 New Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 6,071 492 0.02% 0.01% 1276 +783 14.81% Q4 2025 Jan 12, 2026
Clay Northam Wealth Management, LLC History Reduced 6,063 492 0.27% 0.25% 1275 -2 -0.03% Q4 2025 Feb 17, 2026
Future Financial Wealth Managment LLC History No change 5,500 492 0.33% 0.25% 1274 0 0.0% Q4 2025 Jan 21, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 6,048 490 0.11% 0.09% 1278 +73 1.22% Q4 2025 Jan 29, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 6,026 489 0.22% 0.27% 1280 -2,044 -25.33% Q4 2025 Jan 14, 2026
AMERICAN ASSET MANAGEMENT INC. History Added to 6,035 489 0.41% 0.29% 1279 +1,562 34.92% Q4 2025 Jan 07, 2026
Investment Advisory Group, LLC History Added to 6,011 487 0.13% 0.1% 1281 +818 15.75% Q4 2025 Jan 23, 2026
Jaffetilchin Investment Partners, LLC History Added to 5,998 486 0.03% 0.02% 1282 +1,717 40.11% Q4 2025 Jan 15, 2026
WESPAC Advisors SoCal, LLC History Reduced 5,997 486 0.1% 0.09% 1283 -186 -3.01% Q4 2025 Jan 07, 2026
Kovitz Investment Group Partners, LLC History Reduced 5,943 482 0.01% 0.18% 1284 -622,328 -99.05% Q4 2025 Feb 20, 2026
4WEALTH ADVISORS, INC. History Reduced 5,943 482 0.41% 0.57% 1285 -2,842 -32.35% Q4 2025 Jan 21, 2026
Cassaday & Co Wealth Management LLC History Added to 5,930 481 0.01% 0.01% 1287 +752 14.52% Q4 2025 Feb 03, 2026
Certified Advisory Corp History No change 5,927 481 0.04% 0.04% 1286 0 0.0% Q4 2025 Jan 12, 2026
Elm Partners Management LLC History Added to 5,914 480 0.02% 0.02% 1288 +1,600 37.09% Q4 2025 Feb 10, 2026
Williams & Novak, LLC History Reduced 5,924 480 0.36% 0.4% 1289 -1,260 -17.54% Q4 2025 Feb 05, 2026
BTG Pactual Asset Management US LLC History New 7,670 478 0.05% — 1290 +7,670 New Q4 2025 Feb 17, 2026
Private Advisory Group LLC History Added to 5,900 478 0.04% 0.03% 1291 +233 4.11% Q4 2025 Jan 15, 2026
Foundation Wealth Management, LLC History Reduced 5,876 477 0.31% 0.27% 1292 -1 -0.02% Q4 2025 Jan 27, 2026
Quintet Private Bank (Europe) S.A. History No change 5,885 477 0.03% 0.02% 1293 0 0.0% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 5,858 475 0.01% 0.01% 1294 -4,781 -44.94% Q4 2025 Feb 10, 2026
Pachira Investments Inc. History New 5,838 473 0.23% — 1295 +5,838 New Q4 2025 Feb 02, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 5,801 470 0.18% 0.18% 1296 -17 -0.29% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Added to 5,785 469 0.0% 0.0% 1298 +585 11.25% Q4 2025 Feb 13, 2026
SANDERS MORRIS HARRIS LLC History No change 5,498 469 0.72% 0.05% 1297 0 0.0% Q4 2025 Jan 08, 2026
EARNED WEALTH ADVISORS, LLC History Added to 5,766 468 0.15% 0.05% 1299 +1,653 40.19% Q4 2025 Jan 27, 2026
Tactive Advisors, LLC History Reduced 5,767 468 0.14% 0.12% 1300 -187 -3.14% Q4 2025 Jan 09, 2026
DDD Partners, LLC History No change 5,765 467 0.03% 0.03% 1301 0 0.0% Q4 2025 Jan 22, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 5,707 463 0.14% 0.13% 1302 0 0.0% Q4 2025 Jan 26, 2026
LAZARD ASSET MANAGEMENT LLC History New 5,702 462 0.0% — 1303 +5,702 New Q4 2025 Feb 17, 2026
Mach-1 Financial Group, LLC History New 5,681 461 0.09% — 1304 +5,681 New Q4 2025 Feb 06, 2026
Midwest Financial Group LLC History Reduced 5,689 461 0.2% 0.2% 1305 -152 -2.6% Q4 2025 Jan 20, 2026
Pillar Financial Advisors, LLC History No change 5,670 460 0.28% 0.26% 1306 0 0.0% Q4 2025 Feb 02, 2026
Presidio Capital Management, LLC History Added to 5,651 458 0.14% 0.09% 1307 +2,170 62.34% Q4 2025 Jan 15, 2026
Crumly & Associates Inc. History No change 5,640 457 0.1% 0.09% 1308 0 0.0% Q4 2025 Jan 14, 2026
FULTON BANK, N.A. History No change 5,595 454 0.02% 0.01% 1309 0 0.0% Q4 2025 Jan 08, 2026
Advisors Capital Management, LLC History New 5,592 453 0.01% — 1310 +5,592 New Q4 2025 Jan 29, 2026
Tortoise Investment Management, LLC History Added to 5,593 453 0.04% 0.04% 1311 +101 1.84% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 5,572 452 0.12% 0.11% 1312 +1,878 50.84% Q4 2025 Feb 09, 2026
Empirical Asset Management, LLC History Reduced 5,577 452 0.13% 0.12% 1313 -291 -4.96% Q4 2025 Feb 06, 2026
Teamwork Financial Advisors, LLC History Added to 5,567 451 0.05% 0.04% 1314 +114 2.09% Q4 2025 Jan 09, 2026
Rossmore Private Capital History New 5,540 449 0.04% — 1315 +5,540 New Q4 2025 Feb 05, 2026
DBK Financial Counsel, LLC History Reduced 5,517 447 0.34% 0.37% 1316 -569 -9.35% Q4 2025 Jan 26, 2026
Quotient Wealth Partners, LLC History Added to 5,517 447 0.01% 0.01% 1317 +310 5.95% Q4 2025 Jan 22, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 5,463 443 0.03% 0.02% 1319 +1,314 31.67% Q4 2025 Feb 04, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 5,461 443 0.06% 0.06% 1318 +5 0.09% Q4 2025 Feb 09, 2026
Semus Wealth Partners LLC History Reduced 5,456 442 0.24% 0.23% 1320 -104 -1.87% Q4 2025 Jan 27, 2026
Aspen Investment Management Inc History New 5,408 439 0.13% — 1321 +5,408 New Q4 2025 Feb 06, 2026
Barnes Dennig Private Wealth Management LLC History Added to 5,411 439 0.44% 0.34% 1322 +1,084 25.05% Q4 2025 Jan 14, 2026
Alliance Private Wealth, LLC History New 4,708 437 0.15% — 1324 +4,708 New Q4 2025 Feb 13, 2026
PRENTISS SMITH & CO INC History No change 5,391 437 0.26% 0.22% 1323 0 0.0% Q4 2025 Jan 29, 2026
BLALOCK WILLIAMS, LLC History Added to 5,380 436 0.35% 0.29% 1326 +793 17.29% Q4 2025 Feb 02, 2026
Advisor OS, LLC History Reduced 5,381 436 0.04% 0.04% 1325 -263 -4.66% Q4 2025 Feb 04, 2026
Asset Dedication, LLC History No change 5,363 435 0.03% 0.03% 1327 0 0.0% Q4 2025 Jan 26, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 5,352 434 0.02% 0.02% 1328 -1,224 -18.61% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History No change 5,350 434 0.0% 0.0% 1329 0 0.0% Q4 2025 Feb 17, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 5,337 433 0.18% 0.17% 1330 -160 -2.91% Q4 2025 Jan 22, 2026
Manchester Capital Management LLC History Reduced 5,325 432 0.06% 0.07% 1331 -1,850 -25.78% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History Reduced 5,303 430 0.1% 0.12% 1333 -964 -15.38% Q4 2025 Jan 15, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 5,309 430 0.03% 0.03% 1332 -68 -1.26% Q4 2025 Jan 14, 2026
One Charles Private Wealth Services, LLC History No change 5,269 427 0.11% 0.1% 1334 0 0.0% Q4 2025 Feb 06, 2026
Rare Wolf Capital LLC History New 5,260 426 0.27% — 1338 +5,260 New Q4 2025 Feb 19, 2026
CFS Investment Advisory Services, LLC History Added to 5,260 426 0.03% 0.03% 1336 +324 6.56% Q4 2025 Feb 10, 2026
Rosenberg Matthew Hamilton History No change 5,250 426 0.09% 0.08% 1335 0 0.0% Q4 2025 Jan 05, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 5,249 426 0.12% 0.11% 1337 0 0.0% Q4 2025 Feb 10, 2026
Atwater Malick LLC History Added to 5,232 424 0.12% 0.09% 1339 +925 21.48% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 5,221 423 0.02% 0.03% 1340 -311 -5.62% Q4 2025 Feb 10, 2026
Mechanics Financial Corp History Added to 5,204 422 0.16% 0.14% 1341 +268 5.43% Q4 2025 Jan 22, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 5,187 421 0.03% 0.03% 1342 -1,250 -19.42% Q4 2025 Jan 21, 2026
HHM Wealth Advisors, LLC History Added to 5,195 421 0.05% 0.04% 1343 +31 0.6% Q4 2025 Jan 22, 2026
Patten Group, Inc. History Reduced 5,175 420 0.08% 0.11% 1344 -2,540 -32.92% Q4 2025 Jan 23, 2026
Sincerus Advisory, LLC History No change 5,184 420 0.34% 0.32% 1345 0 0.0% Q4 2025 Jan 08, 2026
Envision Financial Planning, LLC History Added to 5,161 418 0.16% 0.14% 1346 +529 11.42% Q4 2025 Feb 17, 2026
Lesa Sroufe & Co History No change 5,142 417 0.31% 0.3% 1347 0 0.0% Q4 2025 Jan 22, 2026
Foster Group, Inc. History Added to 5,126 416 0.01% 0.01% 1349 +120 2.4% Q4 2025 Jan 12, 2026
Avantax Planning Partners, Inc. History No change 5,131 416 0.01% 0.01% 1348 0 0.0% Q4 2025 Feb 05, 2026
Nolet Wealth Management, LLC History New 5,117 415 0.23% — 1350 +5,117 New Q4 2025 Feb 27, 2026
Compton Wealth Advisory Group, LLC History Added to 5,102 414 0.09% 0.08% 1351 +288 5.98% Q4 2025 Jan 13, 2026
Kestra Investment Management, LLC History Added to 5,097 413 0.01% 0.01% 1352 +100 2.0% Q4 2025 Feb 09, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 8,275 411 0.04% 0.04% 1353 0 0.0% Q4 2025 Feb 13, 2026
Alken Asset Management Ltd History No change 7,400 410 0.67% 0.67% 1354 0 0.0% Q4 2025 Jan 20, 2026
Helium Advisors LLC History Reduced 5,045 409 0.41% 0.6% 1355 -4,895 -49.25% Q4 2025 Feb 12, 2026
Alpha Cubed Investments, LLC History No change 5,035 408 0.01% 0.01% 1356 0 0.0% Q4 2025 Feb 03, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 4,996 405 0.19% 0.2% 1357 -456 -8.36% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History New 6,675 404 0.0% — 1358 +6,675 New Q4 2025 Jan 05, 2026
Stone Summit Wealth LLC History Reduced 4,981 404 0.11% 0.11% 1359 -242 -4.63% Q4 2025 Jan 27, 2026
NORDEN GROUP LLC History Reduced 4,975 403 0.04% 0.04% 1362 -291 -5.53% Q4 2025 Jan 13, 2026
Andina Capital Management, LLC History Reduced 4,972 403 0.24% 0.21% 1361 -47 -0.94% Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History Reduced 4,435 403 0.03% 0.02% 1360 -38 -0.85% Q4 2025 Jan 23, 2026
THEORY FINANCIAL LLC History Added to 4,234 402 0.14% 0.12% 1363 +57 1.36% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Added to 4,931 400 0.03% 0.01% 1364 +2,491 102.09% Q4 2025 Feb 13, 2026
BlueChip Wealth Advisors LLC History Reduced 4,925 399 0.17% 0.16% 1366 -352 -6.67% Q4 2025 Feb 05, 2026
DAGCO, INC. History No change 4,925 399 0.09% 0.09% 1365 0 0.0% Q4 2025 Jan 08, 2026
Indivisible Partners History New 4,915 398 0.04% — 1367 +4,915 New Q4 2025 Feb 03, 2026
Tempo Wealth, LLC History New 4,908 398 0.07% — 1368 +4,908 New Q4 2025 Feb 25, 2026
SSA SWISS ADVISORS AG History Reduced 4,889 396 0.18% 0.18% 1369 -476 -8.87% Q4 2025 Feb 26, 2026
Gen-Wealth Partners Inc History Added to 4,844 393 0.13% 0.1% 1371 +832 20.74% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 4,852 393 0.12% 0.15% 1370 -86 -1.74% Q4 2025 Jan 08, 2026
Rinkey Investments History Reduced 4,835 392 0.1% 0.11% 1372 -1,040 -17.7% Q4 2025 Feb 04, 2026
Fortis Capital Management LLC History Reduced 4,828 391 0.05% 0.05% 1373 -187 -3.73% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History No change 4,819 391 0.03% 0.03% 1374 0 0.0% Q4 2025 Jan 20, 2026
Winthrop Advisory Group LLC History New 4,817 390 0.03% — 1375 +4,817 New Q4 2025 Jan 21, 2026
Vantus Wealth LLC History New 4,813 390 0.29% — 1377 +4,813 New Q4 2025 Feb 10, 2026
WEST PACES ADVISORS INC. History No change 4,815 390 0.08% 0.07% 1376 0 0.0% Q4 2025 Jan 21, 2026
PINKERTON WEALTH, LLC History Reduced 4,801 389 0.04% 0.04% 1378 -151 -3.05% Q4 2025 Feb 06, 2026
Concorde Asset Management, LLC History Added to 4,771 387 0.15% 0.12% 1379 +867 22.21% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 4,742 384 0.07% 0.0% 1380 +991 26.42% Q4 2025 Mar 04, 2026
Secure Asset Management, LLC History Added to 4,722 383 0.06% 0.06% 1382 +49 1.05% Q4 2025 Jan 20, 2026
Warren Street Wealth Advisors, LLC History No change 4,727 383 0.11% 0.1% 1381 0 0.0% Q4 2025 Jan 29, 2026
WealthPlan Investment Management, LLC History Reduced 4,650 377 0.02% 0.02% 1385 -285 -5.78% Q4 2025 Feb 05, 2026
MKD WEALTH COACHES, LLC History Added to 4,654 377 0.38% 0.33% 1383 +59 1.28% Q4 2025 Jan 12, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 4,650 377 0.16% 0.15% 1384 0 0.0% Q4 2025 Jan 12, 2026
PLANNING ALTERNATIVES LTD /ADV History New 4,639 376 0.05% — 1386 +4,639 New Q4 2025 Feb 06, 2026
BCS Private Wealth Management, Inc. History New 4,636 376 0.13% — 1387 +4,636 New Q4 2025 Jan 26, 2026
Fiduciary Alliance LLC History Reduced 4,574 371 0.02% 0.02% 1388 -75 -1.61% Q4 2025 Jan 22, 2026
Gould Capital, LLC History No change 4,569 370 0.23% 0.21% 1389 0 0.0% Q4 2025 Feb 13, 2026
Meridian Wealth Partners, LLC History Added to 4,554 369 0.05% 0.05% 1390 +40 0.89% Q4 2025 Feb 13, 2026
3EDGE Asset Management, LP History Reduced 4,542 368 0.02% 0.02% 1391 -38 -0.83% Q4 2025 Feb 06, 2026
CHAPIN DAVIS, INC. History No change 4,525 367 0.09% 0.08% 1392 0 0.0% Q4 2025 Jan 30, 2026
Joel Isaacson & Co., LLC History Reduced 4,515 366 0.01% 0.01% 1394 -9 -0.2% Q4 2025 Jan 30, 2026
VALICENTI ADVISORY SERVICES INC History No change 4,505 366 0.08% 0.07% 1393 0 0.0% Q4 2025 Jan 16, 2026
Westview Management dba Westview Investment Advisors History New 4,500 365 0.17% — 1395 +4,500 New Q4 2025 Jan 09, 2026
Calamos Wealth Management LLC History Added to 4,486 364 0.01% 0.01% 1396 +1,372 44.06% Q4 2025 Jan 29, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 4,494 364 0.13% 0.14% 1397 -434 -8.81% Q4 2025 Jan 08, 2026
Fulcrum Equity Management History New 4,466 362 0.35% — 1400 +4,466 New Q4 2025 Jan 06, 2026
Atlas Brown,Inc. History New 4,462 362 0.11% — 1399 +4,462 New Q4 2025 Jan 09, 2026
Itau Unibanco Holding S.A. History Reduced 4,464 362 0.01% 0.02% 1398 -1,915 -30.02% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 4,441 360 0.11% 0.19% 1401 +1,775 66.58% Q4 2025 Feb 17, 2026
Battery Global Advisors, LLC History Reduced 524 358 0.17% 3.81% 1403 -110,792 -99.53% Q4 2025 Feb 13, 2026
Financial Futures Ltd Liability Co. History New 4,416 358 0.17% — 1405 +4,416 New Q4 2025 Jan 23, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 4,420 358 0.02% 0.01% 1402 +1,500 51.37% Q4 2025 Jan 21, 2026
Acorn Wealth Advisors, LLC History Reduced 4,422 358 0.11% 0.11% 1404 -524 -10.59% Q4 2025 Feb 10, 2026
Bragg Financial Advisors, Inc History Added to 4,402 357 0.01% 0.01% 1406 +341 8.4% Q4 2025 Feb 13, 2026
NDVR, Inc. History No change 4,408 357 0.3% 0.27% 1407 0 0.0% Q4 2025 Feb 12, 2026
Alteri Wealth LLC History No change 4,375 355 0.12% 0.11% 1408 0 0.0% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History Reduced 2,791 354 0.02% 0.02% 1409 -233 -7.71% Q4 2025 Jan 29, 2026
Sterling Investment Advisors, Ltd. History New 4,352 353 0.07% — 1410 +4,352 New Q4 2025 Feb 09, 2026
Joseph P. Lucia & Associates, LLC History Added to 4,359 353 0.13% 0.09% 1411 +928 27.05% Q4 2025 Jan 28, 2026
High Point Wealth Management, LLC History New 4,345 352 0.33% — 1415 +4,345 New Q4 2025 Jan 29, 2026
Tempus Wealth Planning, LLC History Reduced 4,347 352 0.08% 0.1% 1413 -1,560 -26.41% Q4 2025 Jan 16, 2026
Smith & Howard Wealth Management, LLC History Reduced 4,342 352 0.08% 0.08% 1412 -406 -8.55% Q4 2025 Feb 03, 2026
Code Waechter LLC History Reduced 4,339 352 0.23% 0.23% 1414 -85 -1.92% Q4 2025 Jan 26, 2026
ATLAS CAPITAL ADVISORS INC. History New 4,330 351 0.04% — 1416 +4,330 New Q4 2025 Feb 13, 2026
Financial Security Advisor, Inc. History New 4,300 349 0.07% — 1418 +4,300 New Q4 2025 Feb 05, 2026
SFM, LLC History Reduced 4,309 349 0.2% 0.19% 1419 -110 -2.49% Q4 2025 Jan 23, 2026
Krilogy Financial LLC History Reduced 3,675 349 0.01% 0.01% 1417 -66 -1.76% Q4 2025 Jan 27, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 4,290 348 0.1% 0.1% 1420 -146 -3.29% Q4 2025 Feb 11, 2026
SHERMAN PORFOLIOS, LLC History New 4,279 347 0.02% — 1421 +4,279 New Q4 2025 Feb 17, 2026
Golden Reserve Retirement LLC History New 4,274 346 0.06% — 1422 +4,274 New Q4 2025 Jan 29, 2026
Briggs Wealth Management, Inc History New 4,244 344 0.37% — 1424 +4,244 New Q4 2025 Feb 19, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 4,240 344 0.11% 0.11% 1423 -60 -1.4% Q4 2025 Jan 27, 2026
Geneva Partners, LLC History New 4,237 343 0.12% — 1426 +4,237 New Q4 2025 Feb 03, 2026
Hurlow Wealth Management Group, Inc. History New 4,237 343 0.08% — 1427 +4,237 New Q4 2025 Feb 17, 2026
International Private Wealth Advisors LLC History Added to 4,236 343 0.22% 0.17% 1428 +591 16.21% Q4 2025 Jan 14, 2026
BCM ADVISORS, LLC History No change 3,660 343 0.07% 0.05% 1425 0 0.0% Q4 2025 Jan 26, 2026
Prosperity Consulting Group, LLC History Added to 4,224 342 0.02% 0.01% 1429 +641 17.89% Q4 2025 Feb 17, 2026
Mid-American Wealth Advisory Group, Inc. History Reduced 4,215 342 0.14% 0.14% 1430 -83 -1.93% Q4 2025 Jan 23, 2026
BAM Wealth Management, LLC History Reduced 4,209 341 0.25% 0.25% 1431 -316 -6.98% Q4 2025 Jan 20, 2026
Regent Peak Wealth Advisors LLC History New 4,199 340 0.07% — 1432 +4,199 New Q4 2025 Jan 08, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 3,636 339 0.24% 0.24% 1433 -1,000 -21.57% Q4 2025 Feb 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 4,186 339 0.14% 0.14% 1434 -300 -6.69% Q4 2025 Jan 09, 2026
Wealth Dimensions Group, Ltd. History Added to 4,150 336 0.07% 0.06% 1435 +235 6.0% Q4 2025 Feb 13, 2026
TrustBank History New 4,133 335 0.14% — 1436 +4,133 New Q4 2025 Feb 09, 2026
VestGen Investment Management History Reduced 4,124 334 0.19% 0.2% 1437 -389 -8.62% Q4 2025 Feb 18, 2026
New Hampshire Trust History No change 4,115 334 0.06% 0.06% 1438 0 0.0% Q4 2025 Jan 29, 2026
UNIVEST FINANCIAL Corp History Added to 4,099 332 0.02% 0.01% 1439 +496 13.77% Q4 2025 Feb 04, 2026
Hyposwiss Advisors SA History New 4,090 331 0.32% — 1440 +4,090 New Q4 2025 Feb 17, 2026
Focused Wealth Management, Inc History Added to 4,063 329 0.03% 0.03% 1442 +132 3.36% Q4 2025 Jan 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 4,065 329 0.02% 0.02% 1441 -39 -0.95% Q4 2025 Jan 13, 2026
SAXON INTERESTS, INC. History No change 4,056 329 0.12% 0.1% 1443 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Reduced 4,053 328 0.02% 0.02% 1444 -89 -2.15% Q4 2025 Feb 05, 2026
Octavia Wealth Advisors, LLC History Reduced 4,026 326 0.03% 0.03% 1445 -270 -6.28% Q4 2025 Jan 23, 2026
EXCALIBUR MANAGEMENT CORP History New 4,000 324 0.12% — 1446 +4,000 New Q4 2025 Feb 10, 2026
ROCKLAND TRUST CO History Added to 3,974 322 0.01% 0.01% 1447 +800 25.2% Q4 2025 Jan 15, 2026
KG&L Capital Management,LLC History No change 3,972 322 0.08% 0.08% 1448 0 0.0% Q4 2025 Jan 23, 2026
Wealth Architects, LLC History New 3,963 321 0.03% — 1451 +3,963 New Q4 2025 Feb 17, 2026
E&G Advisors, LP History Reduced 3,955 321 0.07% 0.09% 1450 -1,500 -27.5% Q4 2025 Jan 23, 2026
WEST BANCORPORATION INC History No change 3,961 321 0.17% 0.16% 1449 0 0.0% Q4 2025 Jan 29, 2026
Stirlingshire Investments, Inc. History New 3,942 319 0.28% — 1453 +3,942 New Q4 2025 Feb 11, 2026
Fiduciary Group, LLC History No change 3,935 319 0.03% 0.03% 1452 0 0.0% Q4 2025 Feb 12, 2026
One Day In July LLC History Added to 3,913 317 0.03% 0.02% 1454 +150 3.99% Q4 2025 Feb 04, 2026
FOSTER & MOTLEY INC History Added to 3,887 316 0.02% 0.01% 1455 +322 9.03% Q4 2025 Jan 15, 2026
TFB Advisors LLC History Reduced 3,900 316 0.09% 0.09% 1457 -256 -6.16% Q4 2025 Feb 13, 2026
BTC Capital Management, Inc. History No change 3,900 316 0.02% 0.02% 1456 0 0.0% Q4 2025 Jan 15, 2026
LFA - Lugano Financial Advisors SA History Added to 3,893 315 0.16% 0.14% 1458 +209 5.67% Q4 2025 Jan 29, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 3,878 314 0.02% 0.02% 1459 0 0.0% Q4 2025 Feb 12, 2026
Centric Wealth Management History No change 3,577 313 0.07% 0.06% 1460 0 0.0% Q4 2025 Feb 04, 2026
SEI INVESTMENTS CO History New 3,852 312 0.0% — 1461 +3,852 New Q4 2025 Feb 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 3,851 312 0.03% 0.02% 1462 +1,030 36.51% Q4 2025 Jan 28, 2026
ZACKS INVESTMENT MANAGEMENT History New 3,833 311 0.0% — 1463 +3,833 New Q4 2025 Feb 17, 2026
Gilliland Jeter Wealth Management LLC History Added to 3,839 311 0.09% 0.07% 1467 +832 27.67% Q4 2025 Jan 23, 2026
BURKE & HERBERT BANK & TRUST CO History No change 3,834 311 0.09% 0.06% 1464 0 0.0% Q4 2025 Feb 12, 2026
Harrington Investments, INC History No change 3,843 311 0.16% 0.14% 1465 0 0.0% Q4 2025 Jan 13, 2026
M. Kulyk & Associates, LLC History No change 3,836 311 0.06% 0.06% 1466 0 0.0% Q4 2025 Jan 08, 2026
Allen Capital Group, LLC History Reduced 3,829 310 0.03% 0.03% 1468 -22 -0.57% Q4 2025 Feb 09, 2026
Main Street Group, LTD History No change 3,824 310 0.11% 0.08% 1469 0 0.0% Q4 2025 Jan 26, 2026
COMMONS CAPITAL, LLC History New 3,807 309 0.21% — 1471 +3,807 New Q4 2025 Jan 05, 2026
Revolve Wealth Partners, LLC History No change 3,810 309 0.04% 0.03% 1470 0 0.0% Q4 2025 Jan 20, 2026
WealthPLAN Partners, LLC History Added to 3,796 308 0.05% 0.04% 1472 +326 9.39% Q4 2025 Feb 12, 2026
Madison Wealth Partners, Inc History Reduced 3,795 308 0.06% 0.06% 1473 -116 -2.97% Q4 2025 Feb 10, 2026
Bedel Financial Consulting, Inc. History Added to 3,789 307 0.03% 0.04% 1474 +3 0.08% Q4 2025 Jan 28, 2026
Graney & King, LLC History No change 3,783 307 0.18% 0.19% 1475 0 0.0% Q4 2025 Feb 13, 2026
Genus Capital Management Inc. History No change 3,780 306 0.04% 0.03% 1476 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Planning, LLC History New 3,748 304 0.07% — 1479 +3,748 New Q4 2025 Mar 17, 2026
INSIGHT 2811, INC. History Reduced 3,755 304 0.13% 0.12% 1477 -90 -2.34% Q4 2025 Feb 03, 2026
Avalon Trust Co History No change 3,750 304 0.02% 0.02% 1478 0 0.0% Q4 2025 Feb 09, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 3,722 302 0.09% 0.15% 1480 -3,336 -47.27% Q4 2025 Feb 12, 2026
Diversified Enterprises, LLC History No change 3,709 301 0.02% 0.02% 1481 0 0.0% Q4 2025 Jan 28, 2026
Coastwise Capital Group, LLC History New 3,700 300 0.15% — 1484 +3,700 New Q4 2025 Feb 12, 2026
Telos Capital Management, Inc. History Reduced 3,700 300 0.03% 0.03% 1482 -22 -0.59% Q4 2025 Jan 22, 2026
D.B. Root & Company, LLC History No change 3,707 300 0.07% 0.07% 1483 0 0.0% Q4 2025 Feb 03, 2026
Impact Capital Partners LLC History New 3,687 299 0.09% — 1485 +3,687 New Q4 2025 Jan 07, 2026
Blue Capital, Inc. History New 3,678 298 0.21% — 1486 +3,678 New Q4 2025 Feb 23, 2026
Unify Financial Advisors History New 3,664 297 0.31% — 1489 +3,664 New Q4 2025 Apr 08, 2026
Welch Group, LLC History New 3,661 297 0.01% — 1487 +3,661 New Q4 2025 Jan 26, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 3,668 297 0.09% 0.08% 1488 +212 6.13% Q4 2025 Feb 11, 2026
Colter Lewis Investment Partners LLC History New 3,645 295 0.34% — 1491 +3,645 New Q4 2025 Feb 17, 2026
Mystic Asset Management, Inc. History Added to 3,646 295 0.07% 0.06% 1490 +15 0.41% Q4 2025 Jan 28, 2026
Balboa Wealth Partners History New 3,633 294 0.05% — 1493 +3,633 New Q4 2025 Jan 16, 2026
Montecito Bank & Trust History Reduced 3,630 294 0.05% 0.04% 1492 -190 -4.97% Q4 2025 Jan 09, 2026
Argyle Capital Partners, LLC History No change 3,627 294 0.21% 0.19% 1494 0 0.0% Q4 2025 Feb 17, 2026
Graetz Wealth LLC History New 3,621 293 0.27% — 1497 +3,621 New Q4 2025 Feb 12, 2026
Live Oak Private Wealth LLC History Reduced 3,616 293 0.04% 0.04% 1496 -157 -4.16% Q4 2025 Jan 23, 2026
Haverford Trust Co History Added to 3,617 293 0.0% 0.0% 1495 +120 3.43% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History New 3,603 292 0.05% — 1500 +3,603 New Q4 2025 Jan 26, 2026
Hardman Johnston Global Advisors LLC History No change 3,600 292 0.01% 0.01% 1498 0 0.0% Q4 2025 Jan 23, 2026
A. D. Beadell Investment Counsel, Inc. History No change 3,600 292 0.19% 0.18% 1499 0 0.0% Q4 2025 Jan 14, 2026
SFMG, LLC History New 3,586 291 0.02% — 1501 +3,586 New Q4 2025 Feb 10, 2026
HCR Wealth Advisors History No change 3,594 291 0.03% 0.03% 1502 0 0.0% Q4 2025 Jan 27, 2026
J. L. Bainbridge & Co., Inc. History Added to 3,576 290 0.02% 0.02% 1503 +200 5.92% Q4 2025 Jan 14, 2026
WFA of San Diego, LLC History Added to 3,581 290 0.21% 0.17% 1504 +197 5.82% Q4 2025 Feb 17, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 3,579 290 0.18% 0.17% 1505 0 0.0% Q4 2025 Feb 24, 2026
BOS Asset Management, LLC History Reduced 3,562 289 0.08% 0.08% 1507 -183 -4.89% Q4 2025 Jan 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 3,565 289 0.12% 0.11% 1506 0 0.0% Q4 2025 Jan 30, 2026
MAIRS & POWER INC History No change 3,525 286 0.0% 0.0% 1508 0 0.0% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 3,522 285 0.01% 0.01% 1510 -382 -9.78% Q4 2025 Jan 23, 2026
LYELL WEALTH MANAGEMENT, LP History No change 3,517 285 0.02% 0.02% 1509 0 0.0% Q4 2025 Feb 12, 2026
Dentgroup LLC History Reduced 3,509 284 0.2% 0.18% 1511 -396 -10.14% Q4 2025 Jan 28, 2026
Integrity Wealth Solutions LLC History No change 3,506 284 0.11% 0.11% 1512 0 0.0% Q4 2025 Feb 02, 2026
Heritage Wealth Advisors History New 3,485 282 0.01% — 1514 +3,485 New Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Added to 3,481 282 0.02% 0.01% 1513 +800 29.84% Q4 2025 Jan 30, 2026
Whelan Financial History Reduced 3,479 282 0.09% 0.08% 1515 -39 -1.11% Q4 2025 Feb 02, 2026
Strategies Wealth Advisors, LLC History No change 3,486 282 0.03% 0.03% 1516 0 0.0% Q4 2025 Feb 13, 2026
Atlanta Consulting Group Advisors, LLC History No change 3,484 282 0.06% 0.06% 1517 0 0.0% Q4 2025 Feb 11, 2026
LongView Wealth Management History New 3,239 280 0.07% — 1521 +3,239 New Q4 2025 Jan 13, 2026
Smithfield Trust Co History Added to 3,443 280 0.01% 0.01% 1518 +167 5.1% Q4 2025 Feb 09, 2026
Zuckerman Investment Group, LLC History No change 3,457 280 0.02% 0.02% 1519 0 0.0% Q4 2025 Feb 13, 2026
Alpine Bank Wealth Management History No change 3,461 280 0.04% 0.04% 1520 0 0.0% Q4 2025 Jan 15, 2026
Reyes Financial Architecture, Inc. History No change 3,448 279 0.17% 0.17% 1522 0 0.0% Q4 2025 Jan 26, 2026
Advantage Trust Co History Reduced 3,427 278 0.13% 0.12% 1524 -125 -3.52% Q4 2025 Jan 29, 2026
James J. Burns & Company, LLC History Added to 3,435 278 0.04% 0.04% 1523 +4 0.12% Q4 2025 Jan 23, 2026
Winthrop Capital Management, LLC History No change 3,422 278 0.06% 0.06% 1525 0 0.0% Q4 2025 Feb 10, 2026
Grant Street Asset Management, Inc. History Reduced 3,421 277 0.06% 0.53% 1526 -30,825 -90.01% Q4 2025 Jan 28, 2026
Allegheny Financial Group History Reduced 3,420 277 0.04% 0.05% 1527 -407 -10.63% Q4 2025 Feb 02, 2026
Alchemi Wealth, LLC History New 3,405 276 0.15% — 1528 +3,405 New Q4 2025 Feb 13, 2026
BDFS Capital LLC History New 3,380 274 0.14% — 1529 +3,380 New Q4 2025 Feb 26, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 3,367 273 0.04% 0.04% 1532 -30 -0.88% Q4 2025 Jan 21, 2026
Dorsey & Whitney Trust CO LLC History No change 3,370 273 0.01% 0.01% 1530 0 0.0% Q4 2025 Feb 11, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 3,370 273 0.09% 0.08% 1531 0 0.0% Q4 2025 Jan 27, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 3,351 272 0.1% — 1533 +3,351 New Q4 2025 Mar 26, 2026
High Net Worth Advisory Group LLC History No change 3,329 270 0.06% 0.06% 1534 0 0.0% Q4 2025 Jan 23, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History No change 3,334 270 0.15% 0.14% 1535 0 0.0% Q4 2025 Jan 08, 2026
North Capital, Inc. History Added to 3,324 269 0.23% 0.12% 1536 +1,261 61.12% Q4 2025 Feb 18, 2026
MJP ASSOCIATES INC /ADV History No change 3,307 268 0.03% 0.03% 1537 0 0.0% Q4 2025 Feb 06, 2026
Beaird Harris Wealth Management, LLC History No change 3,264 264 0.02% 0.02% 1538 0 0.0% Q4 2025 Feb 23, 2026
Compass Financial Group, INC/SD History Added to 3,252 263 0.04% 0.04% 1540 +46 1.43% Q4 2025 Jan 27, 2026
New Capital Management LP History No change 3,250 263 0.07% 0.06% 1539 0 0.0% Q4 2025 Jan 20, 2026
Colonial Trust Advisors History Added to 3,229 262 0.02% 0.02% 1541 +395 13.94% Q4 2025 Feb 12, 2026
Hilltop Partners LLC History Reduced 3,237 262 0.07% 0.07% 1543 -9 -0.28% Q4 2025 Feb 10, 2026
Peak Financial Management, Inc. History No change 3,236 262 0.07% 0.06% 1542 0 0.0% Q4 2025 Jan 23, 2026
Asset Management Group, Inc. History No change 3,225 261 0.04% 0.04% 1544 0 0.0% Q4 2025 Feb 17, 2026
Ergawealth Advisors, Inc. History No change 3,212 260 0.12% 0.11% 1545 0 0.0% Q4 2025 Jan 21, 2026
VANCE WEALTH, LLC History Reduced 3,191 258 0.08% 0.1% 1546 -1,309 -29.09% Q4 2025 Feb 17, 2026
SMART Wealth LLC History New 3,172 257 0.08% — 1550 +3,172 New Q4 2025 Jan 26, 2026
Ledyard National Bank History Reduced 3,171 257 0.02% 0.02% 1547 -61 -1.89% Q4 2025 Jan 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 3,172 257 0.04% 0.04% 1548 0 0.0% Q4 2025 Jan 27, 2026
Carrera Capital Advisors History No change 3,174 257 0.04% 0.04% 1549 0 0.0% Q4 2025 Jan 30, 2026
LS Investment Advisors, LLC History New 3,155 256 0.04% — 1551 +3,155 New Q4 2025 Jan 26, 2026
Traynor Capital Management, Inc. History New 3,149 255 0.01% — 1553 +3,149 New Q4 2025 Jan 12, 2026
Arbor Investment Advisors, LLC History Reduced 3,152 255 0.03% 0.03% 1552 -359 -10.23% Q4 2025 Jan 23, 2026
Oak Harvest Investment Services History New 3,134 254 0.03% — 1554 +3,134 New Q4 2025 Jan 27, 2026
Willis Johnson & Associates, Inc. History Added to 3,140 254 0.02% 0.01% 1555 +65 2.11% Q4 2025 Jan 22, 2026
Aegis Wealth Management, Inc. History New 3,123 253 0.2% — 1558 +3,123 New Q4 2025 Feb 05, 2026
Accelerate Investment Advisors LLC History Added to 3,129 253 0.17% 0.15% 1557 +45 1.46% Q4 2025 Jan 12, 2026
First Eagle Investment Management, LLC History No change 3,121 253 0.0% 0.0% 1556 0 0.0% Q4 2025 Feb 04, 2026
Evernest Financial Advisors, LLC History Reduced 2,639 252 0.05% 0.06% 1559 -464 -14.95% Q4 2025 Feb 13, 2026
Magnolia Private Wealth, LLC History New 3,095 251 0.18% — 1560 +3,095 New Q4 2025 Feb 06, 2026
PATRON PARTNERS, LLC History No change 3,084 250 0.11% 0.1% 1561 0 0.0% Q4 2025 Feb 11, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 3,074 249 0.08% 0.08% 1562 -1,628 -34.62% Q4 2025 Feb 02, 2026
KWMG, LLC History Added to 3,064 248 0.02% 0.02% 1563 +49 1.63% Q4 2025 Jan 16, 2026
Acropolis Investment Management, LLC History New 3,045 247 0.01% — 1564 +3,045 New Q4 2025 Jan 14, 2026
WestHill Financial Advisors, Inc. History New 3,044 247 0.05% — 1565 +3,044 New Q4 2025 Jan 21, 2026
Weaver Consulting Group History Added to 3,043 247 0.06% 0.05% 1566 +88 2.98% Q4 2025 Feb 10, 2026
Sulzberger Capital Advisors, Inc. History New 3,031 246 0.25% — 1568 +3,031 New Q4 2025 Jan 07, 2026
Cottage Street Advisors LLC History Reduced 3,031 246 0.1% 0.11% 1567 -515 -14.52% Q4 2025 Jan 26, 2026
New England Professional Planning Group Inc. History New 3,025 245 0.1% — 1569 +3,025 New Q4 2025 Jan 14, 2026
Pinnacle Family Advisors, LLC History No change 3,026 245 0.11% 0.1% 1570 0 0.0% Q4 2025 Feb 17, 2026
Cannell & Spears LLC History New 3,010 244 0.0% — 1572 +3,010 New Q4 2025 Feb 17, 2026
Yukon Wealth Management, Inc. History New 2,626 244 0.14% — 1575 +2,626 New Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 3,012 244 0.01% 0.01% 1574 +926 44.39% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 3,008 244 0.01% 0.01% 1571 +100 3.44% Q4 2025 Feb 10, 2026
Ellevest, Inc. History No change 3,018 244 0.03% 0.03% 1573 0 0.0% Q4 2025 Feb 10, 2026
Asset Advisory Group, Inc. History New 3,000 243 0.12% — 1577 +3,000 New Q4 2025 Feb 12, 2026
BURLING WEALTH PARTNERS, LLC History No change 3,006 243 0.04% 0.04% 1576 0 0.0% Q4 2025 Feb 06, 2026
Capital Advantage, Inc. History New 2,993 242 0.03% — 1578 +2,993 New Q4 2025 Jan 07, 2026
Financial Perspectives, Inc History Added to 2,991 242 0.07% 0.06% 1579 +238 8.65% Q4 2025 Jan 28, 2026
Alta Wealth Advisors LLC History New 2,975 241 0.08% — 1581 +2,975 New Q4 2025 Feb 03, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 2,973 241 0.01% — 1580 +2,973 New Q4 2025 Feb 13, 2026
Prospera Capital Management, LLC History No change 2,981 241 0.12% 0.1% 1582 0 0.0% Q4 2025 Jan 20, 2026
LGT Financial Advisors LLC History Added to 2,965 240 1.47% 0.41% 1584 +317 11.97% Q4 2025 Feb 13, 2026
ASSOCIATED BANC-CORP History Added to 2,964 240 0.01% 0.01% 1583 +213 7.74% Q4 2025 Feb 06, 2026
Trilogy Capital Inc. History Reduced 2,952 239 0.01% 0.01% 1586 -167 -5.35% Q4 2025 Jan 22, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,951 239 0.04% 0.03% 1585 0 0.0% Q4 2025 Feb 12, 2026
Destiny Wealth Partners, LLC History New 2,511 238 0.03% — 1587 +2,511 New Q4 2025 Feb 03, 2026
Northwest Capital Management Inc History Reduced 2,924 237 1.03% 0.7% 1590 -6,229 -68.05% Q4 2025 Jan 26, 2026
Ruggiero Investments, Inc. History New 2,928 237 0.21% — 1591 +2,928 New Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History New 2,925 237 0.0% — 1588 +2,925 New Q4 2025 Feb 17, 2026
Clarkston Capital Partners, LLC History No change 2,925 237 0.01% 0.0% 1589 0 0.0% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 2,915 236 0.0% 0.0% 1592 -4,648 -61.46% Q4 2025 Feb 17, 2026
Fiscal Wisdom Wealth Management, LLC History New 2,918 236 0.22% — 1594 +2,918 New Q4 2025 Jan 27, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 2,915 236 0.08% 0.07% 1593 0 0.0% Q4 2025 Jan 22, 2026
Attessa Capital LLC History Reduced 2,905 235 0.13% 0.13% 1597 -125 -4.13% Q4 2025 Jan 06, 2026
Integrity Financial Corp /WA History Added to 2,904 235 0.12% 0.1% 1596 +105 3.75% Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 2,900 235 0.01% 0.01% 1595 +65 2.29% Q4 2025 Feb 12, 2026
Integrity Advisory Solutions, LLC History New 2,881 233 0.03% — 1601 +2,881 New Q4 2025 Feb 09, 2026
Sargent Investment Group, LLC History New 2,874 233 0.03% — 1598 +2,874 New Q4 2025 Feb 13, 2026
Vickerman Investment Advisors, Inc. History New 2,873 233 0.05% — 1600 +2,873 New Q4 2025 Feb 12, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 2,872 233 0.1% 0.09% 1599 +60 2.13% Q4 2025 Jan 29, 2026
LifeGoal Investments, LLC History New 2,862 232 0.15% — 1604 +2,862 New Q4 2025 Jan 15, 2026
FIRST INTERSTATE BANK History Reduced 2,865 232 0.01% 0.01% 1602 -162 -5.35% Q4 2025 Jan 29, 2026
AWM CAPITAL, LLC History No change 2,868 232 0.02% 0.02% 1603 0 0.0% Q4 2025 Feb 17, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 2,850 231 0.03% 0.02% 1605 0 0.0% Q4 2025 Feb 17, 2026
Legacy Capital Wealth Partners, LLC History Reduced 2,837 230 0.05% 0.05% 1607 -332 -10.48% Q4 2025 Jan 16, 2026
Element Wealth, LLC History Reduced 2,838 230 0.09% 0.09% 1608 -11 -0.39% Q4 2025 Feb 13, 2026
Commonwealth Financial Services, LLC History No change 2,834 230 0.04% 0.04% 1606 0 0.0% Q4 2025 Feb 06, 2026
Virtue Capital Management, LLC History New 2,812 229 0.04% — 1609 +2,812 New Q4 2025 Feb 18, 2026
G&S Capital LLC History No change 2,830 229 0.08% 0.08% 1610 0 0.0% Q4 2025 Jan 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History New 2,818 228 0.02% — 1612 +2,818 New Q4 2025 Jan 27, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 2,821 228 0.01% 0.01% 1611 -164 -5.49% Q4 2025 Feb 13, 2026
Foundation Wealth Management, LLC\PA History No change 2,812 228 0.08% 0.08% 1613 0 0.0% Q4 2025 Jan 15, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 2,803 227 0.01% 0.02% 1616 -302 -9.73% Q4 2025 Jan 20, 2026
CAPITAL CITY TRUST CO/FL History No change 2,806 227 0.05% 0.05% 1614 0 0.0% Q4 2025 Feb 03, 2026
Chicago Capital, LLC History No change 2,806 227 0.01% 0.01% 1615 0 0.0% Q4 2025 Jan 26, 2026
Sylvest Advisors, LLC History No change 2,800 227 0.12% 0.11% 1617 0 0.0% Q4 2025 Jan 20, 2026
Shepherd Street Advisors LLC History New 2,792 226 0.22% — 1618 +2,792 New Q4 2025 Feb 10, 2026
Wealth Analytics Partners, LLC History New 2,783 225 0.09% — 1622 +2,783 New Q4 2025 Feb 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 2,773 225 0.06% 0.05% 1620 +556 25.08% Q4 2025 Jan 28, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 2,772 225 0.15% 0.13% 1621 -1 -0.04% Q4 2025 Feb 04, 2026
Fragasso Financial Advisors Inc History No change 2,780 225 0.01% 0.01% 1619 0 0.0% Q4 2025 Jan 07, 2026
Gallagher Fiduciary Advisors, LLC History New 2,772 224 0.01% — 1623 +2,772 New Q4 2025 Feb 17, 2026
Elevation Wealth Management LLC History New 2,765 224 0.21% — 1626 +2,765 New Q4 2025 Feb 12, 2026
NICOLET ADVISORY SERVICES, LLC History New 2,596 224 0.02% — 1625 +2,596 New Q4 2025 Feb 13, 2026
Members Trust Co History Reduced 2,762 224 0.01% 0.01% 1624 -20 -0.72% Q4 2025 Jan 15, 2026
Global Trust Asset Management, LLC History Reduced 2,750 223 0.09% 0.13% 1629 -1,077 -28.14% Q4 2025 Jan 20, 2026
Venture Visionary Partners LLC History Reduced 2,756 223 0.01% 0.01% 1631 -94 -3.3% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 2,750 223 0.0% 0.0% 1627 0 0.0% Q4 2025 Jan 13, 2026
Willis Investment Counsel History No change 2,750 223 0.01% 0.01% 1628 0 0.0% Q4 2025 Jan 22, 2026
Charles Schwab Trust Co History No change 2,754 223 0.01% 0.01% 1630 0 0.0% Q4 2025 Jan 09, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 2,743 222 0.03% 0.04% 1632 -422 -13.33% Q4 2025 Jan 23, 2026
Aureus Asset Management, LLC History New 2,725 221 0.01% — 1633 +2,725 New Q4 2025 Feb 17, 2026
Jackson Wealth Management, LLC History Reduced 2,723 221 0.02% 0.02% 1634 -468 -14.67% Q4 2025 Jan 20, 2026
Miller Financial Services LLC History Reduced 2,727 221 0.26% 0.23% 1635 -40 -1.45% Q4 2025 Feb 12, 2026
Freedom Investment Management, Inc. History Reduced 2,719 220 0.06% 0.06% 1636 -315 -10.38% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History New 2,709 219 0.02% — 1637 +2,709 New Q4 2025 Jan 23, 2026
Raleigh Capital Management Inc. History Added to 2,700 219 0.08% 0.07% 1638 +189 7.53% Q4 2025 Jan 21, 2026
Sensible Money, LLC History New 2,667 216 0.07% — 1641 +2,667 New Q4 2025 Feb 09, 2026
FCA CORP /TX History New 2,666 216 0.06% — 1639 +2,666 New Q4 2025 Feb 11, 2026
Acumen Wealth Advisors, LLC History New 2,666 216 0.06% — 1640 +2,666 New Q4 2025 Feb 13, 2026
Oregon Pacific Wealth Management, LLC History New 2,645 214 0.22% — 1642 +2,645 New Q4 2025 Jan 16, 2026
MorganRosel Wealth Management, LLC History New 2,635 213 0.05% — 1643 +2,635 New Q4 2025 Feb 13, 2026
Everstar Asset Management, LLC History New 2,604 211 0.11% — 1645 +2,604 New Q4 2025 Feb 05, 2026
Laraway Financial Advisors Inc History New 2,600 211 0.14% — 1644 +2,600 New Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 2,598 210 0.0% 0.0% 1646 -19,120 -88.04% Q4 2025 Feb 13, 2026
PENINSULA ASSET MANAGEMENT INC History New 2,595 210 0.11% — 1647 +2,595 New Q4 2025 Feb 12, 2026
WJ Wealth Management, LLC History New 2,590 210 0.09% — 1648 +2,590 New Q4 2025 Feb 05, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History New 2,589 210 0.08% — 1650 +2,589 New Q4 2025 Feb 06, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 2,594 210 0.03% 0.05% 1649 -1,930 -42.66% Q4 2025 Feb 06, 2026
Charter Oak Capital Management, LLC History New 2,583 209 0.02% — 1651 +2,583 New Q4 2025 Jan 23, 2026
Lee-Kelleher Wealth Management History New 2,571 208 0.12% — 1653 +2,571 New Q4 2025 Jan 14, 2026
Granite FO LLC History No change 2,565 208 0.11% 0.1% 1652 0 0.0% Q4 2025 Feb 06, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History New 2,552 207 0.06% — 1654 +2,552 New Q4 2025 Feb 11, 2026
Kooman & Associates History New 2,551 207 0.06% — 1655 +2,551 New Q4 2025 Jan 23, 2026
OMNI 360 Wealth, Inc. History New 2,384 207 0.11% — 1656 +2,384 New Q4 2025 Jan 29, 2026
GILL CAPITAL PARTNERS, LLC History New 2,549 206 0.06% — 1657 +2,549 New Q4 2025 Feb 10, 2026
Richard Young Associates, Ltd. History New 2,538 206 0.16% — 1658 +2,538 New Q4 2025 Feb 05, 2026
FIRST CITIZENS BANK & TRUST CO History New 2,528 205 0.0% — 1659 +2,528 New Q4 2025 Feb 18, 2026
First Pacific Financial History No change 2,531 205 0.03% 0.03% 1660 0 0.0% Q4 2025 Jan 16, 2026
SFI Advisors, LLC History Reduced 2,518 204 0.13% 0.35% 1662 -5,011 -66.56% Q4 2025 Feb 11, 2026
Journey Beyond Wealth, LLC History New 2,525 204 0.16% — 1665 +2,525 New Q4 2025 Jan 23, 2026
Beacon Capital Management, LLC History New 2,519 204 0.03% — 1663 +2,519 New Q4 2025 Feb 13, 2026
Traveka Wealth, LLC History New 2,518 204 0.08% — 1664 +2,518 New Q4 2025 Jan 08, 2026
Destination Wealth Management History New 2,517 204 0.01% — 1661 +2,517 New Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History New 2,502 203 0.03% — 1667 +2,502 New Q4 2025 Jan 27, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History New 2,500 203 0.01% — 1666 +2,500 New Q4 2025 Jan 27, 2026
Kelsey Financial, LLC History New 2,500 202 0.17% — 1671 +2,500 New Q4 2025 Jan 23, 2026
KINTRA WEALTH, LLC History New 2,499 202 0.03% — 1668 +2,499 New Q4 2025 Feb 18, 2026
Turtle Creek Wealth Advisors, LLC History New 2,493 202 0.02% — 1670 +2,493 New Q4 2025 Jan 28, 2026
Centennial Bank/AR/ History No change 2,500 202 0.08% 0.07% 1669 0 0.0% Q4 2025 Feb 17, 2026
ARS Wealth Advisors Group, LLC History New 2,482 201 0.02% — 1672 +2,482 New Q4 2025 Jan 12, 2026
SPIREPOINT PRIVATE CLIENT, LLC History New 2,464 200 0.02% — 1674 +2,464 New Q4 2025 Jan 22, 2026
FIRST NATIONAL BANK SIOUX FALLS History Reduced 2,474 200 0.06% 0.1% 1673 -1,926 -43.77% Q4 2025 Jan 30, 2026
Advocate Investing Services LLC History New 2,400 194 0.17% — 1675 +2,400 New Q4 2025 Feb 12, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 2,328 188 0.03% 0.03% 1676 +45 1.97% Q4 2025 Feb 10, 2026
Glass Jacobson Investment Advisors llc History Reduced 2,304 187 0.07% 0.06% 1677 -98 -4.08% Q4 2025 Jan 22, 2026
Boreal Capital Management LLC History Reduced 2,199 178 0.13% 0.18% 1679 -906 -29.18% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,197 178 0.0% 0.0% 1678 +725 49.25% Q4 2025 Feb 06, 2026
Caldwell Trust Co History Reduced 2,179 176 0.02% 0.02% 1680 -350 -13.84% Q4 2025 Jan 30, 2026
Greenline Wealth Management LLC History New 2,162 175 0.18% — 1681 +2,162 New Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 2,145 174 0.02% — 1682 +2,145 New Q4 2025 Feb 09, 2026
CENTAURUS FINANCIAL, INC. History Added to 2,131 173 0.01% 0.01% 1683 +139 6.98% Q4 2025 Feb 13, 2026
UNION SAVINGS BANK History New 2,106 170 0.07% — 1684 +2,106 New Q4 2025 Mar 06, 2026
Wealth Enhancement Trust Services, Inc. History New 2,096 170 0.02% — 1685 +2,096 New Q4 2025 Jan 27, 2026
SJS Investment Consulting Inc. History Added to 2,077 168 0.02% 0.01% 1687 +1,365 191.71% Q4 2025 Jan 21, 2026
Legacy Bridge, LLC History No change 2,079 168 0.07% 0.06% 1686 0 0.0% Q4 2025 Jan 23, 2026
GAMMA Investing LLC History Added to 2,021 164 0.01% 0.01% 1688 +316 18.53% Q4 2025 Jan 05, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,000 162 0.04% 0.04% 1689 0 0.0% Q4 2025 Jan 27, 2026
Bruce G. Allen Investments, LLC History Reduced 1,930 156 0.11% 0.11% 1690 -146 -7.03% Q4 2025 Feb 10, 2026
Horizons Wealth Management History Reduced 1,919 155 0.1% 0.1% 1692 -160 -7.7% Q4 2025 Jan 05, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 1,920 155 0.05% 0.05% 1691 0 0.0% Q4 2025 Jan 05, 2026
FIRST UNITED BANK & TRUST History Reduced 1,902 154 0.05% 0.05% 1693 -240 -11.2% Q4 2025 Jan 21, 2026
Decker Retirement Planning Inc. History Added to 1,907 154 0.08% 0.07% 1694 +84 4.61% Q4 2025 Jan 26, 2026
Physician Wealth Advisors, Inc. History Added to 1,863 151 0.02% 0.01% 1695 +420 29.11% Q4 2025 Jan 29, 2026
SHP Wealth Management History New 1,820 147 0.01% — 1697 +1,820 New Q4 2025 Mar 04, 2026
Capital Advisors, Ltd. LLC History No change 1,812 147 0.02% 0.01% 1696 0 0.0% Q4 2025 Jan 21, 2026
Oakworth Capital, Inc. History No change 1,782 144 0.01% 0.01% 1698 0 0.0% Q4 2025 Jan 30, 2026
Nalls Sherbakoff Group, LLC History No change 1,703 138 0.1% 0.08% 1699 0 0.0% Q4 2025 Mar 12, 2026
Inlight Wealth Management, LLC History No change 1,606 130 0.05% 0.05% 1700 0 0.0% Q4 2025 Jan 23, 2026
CVA Family Office, LLC History No change 1,565 127 0.01% 0.01% 1701 0 0.0% Q4 2025 Jan 12, 2026
Quest 10 Wealth Builders, Inc. History No change 1,569 127 0.11% 0.11% 1702 0 0.0% Q4 2025 Jan 29, 2026
KERR FINANCIAL PLANNING Corp History No change 1,403 127 0.17% 0.15% 1703 0 0.0% Q4 2025 Feb 10, 2026
N.E.W. Advisory Services LLC History Added to 1,519 123 0.01% 0.01% 1705 +187 14.04% Q4 2025 Jan 28, 2026
CNB Bank History No change 1,525 123 0.05% 0.05% 1704 0 0.0% Q4 2025 Feb 11, 2026
Rakuten Securities, Inc. History Added to 1,497 121 0.04% 0.03% 1707 +478 46.91% Q4 2025 Jan 29, 2026
Roble, Belko & Company, Inc History No change 1,493 121 0.02% 0.01% 1706 0 0.0% Q4 2025 Jan 12, 2026
Breakwater Investment Management History No change 1,480 120 0.04% 0.04% 1708 0 0.0% Q4 2025 Feb 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1,466 118 0.0% 0.0% 1709 -16 -1.08% Q4 2025 Jan 22, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 1,373 111 0.07% 0.07% 1710 -262 -16.02% Q4 2025 Feb 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,362 110 0.01% 0.01% 1711 0 0.0% Q4 2025 Jan 14, 2026
Matrix Trust Co History Reduced 1,338 109 0.02% 0.08% 1712 -5,624 -80.78% Q4 2025 Jan 13, 2026
Crews Bank & Trust History Reduced 1,350 109 0.02% 0.01% 1713 -3 -0.22% Q4 2025 Jan 21, 2026
IAG Wealth Partners, LLC History Reduced 1,330 107 0.01% 0.02% 1715 -450 -25.28% Q4 2025 Feb 10, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 1,319 107 0.01% 0.01% 1714 0 0.0% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History No change 1,318 106 0.01% 0.01% 1716 0 0.0% Q4 2025 Jan 23, 2026
Planning Project LLC History New 1,282 104 0.03% — 1717 +1,282 New Q4 2025 Feb 12, 2026
Steigerwald, Gordon & Koch Inc. History Added to 1,267 102 0.01% 0.01% 1718 +200 18.74% Q4 2025 Jan 23, 2026
CBIZ Investment Advisory Services, LLC History New 1,250 101 0.0% — 1720 +1,250 New Q4 2025 Feb 09, 2026
Mascoma Wealth Management LLC History No change 1,250 101 0.02% 0.02% 1719 0 0.0% Q4 2025 Feb 04, 2026
Coston, McIsaac & Partners History Reduced 1,221 99 0.02% 0.04% 1721 -1,300 -51.57% Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History New 1,200 97 0.03% — 1722 +1,200 New Q4 2025 Feb 06, 2026
Operose Advisors LLC History Added to 1,156 93 0.02% 0.02% 1724 +317 37.78% Q4 2025 Feb 10, 2026
McIlrath & Eck, LLC History No change 1,150 93 0.01% 0.01% 1723 0 0.0% Q4 2025 Feb 03, 2026
Alexis Investment Partners, LLC History No change 1,150 93 0.03% 0.01% 1725 0 0.0% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,127 91 0.01% 0.01% 1726 -69 -5.77% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 1,098 89 0.04% — 1730 +1,098 New Q4 2025 Jan 23, 2026
Independence Bank of Kentucky History Reduced 1,104 89 0.01% 0.01% 1727 -262 -19.18% Q4 2025 Jan 20, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,105 89 0.01% 0.01% 1728 0 0.0% Q4 2025 Jan 08, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,099 89 0.01% 0.01% 1729 0 0.0% Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History Added to 1,095 88 0.01% 0.01% 1731 +47 4.48% Q4 2025 Jan 08, 2026
Signature Resources Capital Management, LLC History Added to 1,061 86 0.04% 0.04% 1732 +33 3.21% Q4 2025 Jan 21, 2026
Orion Capital Management LLC History Reduced 1,051 85 0.03% 0.03% 1733 -150 -12.49% Q4 2025 Feb 03, 2026
FIRST COMMUNITY TRUST NA History No change 1,030 83 0.06% 0.06% 1734 0 0.0% Q4 2025 Jan 16, 2026
Crewe Advisors LLC History Added to 1,015 82 0.01% 0.01% 1735 +258 34.08% Q4 2025 Jan 16, 2026
Centerpoint Advisors, LLC History No change 1,014 82 0.03% 0.02% 1736 0 0.0% Q4 2025 Feb 13, 2026
Caitlin John, LLC History Reduced 1,009 81 0.05% 0.06% 1740 -136 -11.88% Q4 2025 Feb 18, 2026
BARRETT & COMPANY, INC. History Added to 1,008 81 0.03% 0.02% 1738 +8 0.8% Q4 2025 Jan 28, 2026
MONTAG A & ASSOCIATES INC History No change 1,000 81 0.0% 0.0% 1737 0 0.0% Q4 2025 Feb 02, 2026
Financial Management Professionals, Inc. History No change 1,000 81 0.01% 0.01% 1739 0 0.0% Q4 2025 Jan 27, 2026
Estate Planners Group, LLC History New 989 80 0.03% — 1741 +989 New Q4 2025 Apr 07, 2026
Basepoint Wealth LLC History New 980 79 0.05% — 1742 +980 New Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History Reduced 966 78 0.02% 0.02% 1744 -35 -3.5% Q4 2025 Jan 12, 2026
Washington Trust Advisors, Inc. History No change 961 78 0.01% 0.01% 1743 0 0.0% Q4 2025 Feb 03, 2026
SITTNER & NELSON, LLC History New 816 76 0.03% — 1745 +816 New Q4 2025 Feb 11, 2026
Newbridge Financial Services Group, Inc. History No change 940 76 0.01% 0.01% 1746 0 0.0% Q4 2025 Jan 21, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 931 75 0.02% 0.03% 1747 0 0.0% Q4 2025 Jan 23, 2026
Blume Capital Management, Inc. History Reduced 920 74 0.01% 0.01% 1748 -100 -9.8% Q4 2025 Feb 05, 2026
Quattro Advisors LLC History New 906 73 0.06% — 1750 +906 New Q4 2025 Feb 13, 2026
Missouri Trust & Investment Co History Reduced 900 73 0.02% 0.02% 1749 -100 -10.0% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History Added to 878 71 0.01% 0.01% 1751 +28 3.29% Q4 2025 Feb 05, 2026
Financial Freedom, LLC History No change 875 71 0.04% 0.03% 1752 0 0.0% Q4 2025 Feb 17, 2026
Avion Wealth History No change 871 70 0.01% 0.01% 1753 0 0.0% Q4 2025 Jan 23, 2026
PROSPERITY BANCSHARES INC History New 858 69 0.06% — 1754 +858 New Q4 2025 Feb 17, 2026
Valued Wealth Advisors LLC History Reduced 835 67 0.03% 0.03% 1757 -5 -0.6% Q4 2025 Jan 30, 2026
Your Advocates Ltd., LLP History No change 830 67 0.02% 0.02% 1755 0 0.0% Q4 2025 Feb 02, 2026
Wealth Preservation Advisors, LLC History No change 828 67 0.03% 0.03% 1756 0 0.0% Q4 2025 Feb 23, 2026
Private Wealth Management Group, LLC History No change 825 66 0.02% 0.02% 1758 0 0.0% Q4 2025 Jan 23, 2026
eCIO, Inc. History New 801 65 0.03% — 1759 +801 New Q4 2025 Jan 20, 2026
MANNING & NAPIER ADVISORS LLC History New 791 64 0.0% — 1760 +791 New Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History Added to 795 64 0.01% 0.01% 1761 +29 3.79% Q4 2025 Feb 13, 2026
Pingora Partners LLC History No change 784 63 0.04% 0.04% 1762 0 0.0% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History No change 766 62 0.01% 0.01% 1763 0 0.0% Q4 2025 Jan 20, 2026
DecisionPoint Financial, LLC History New 753 61 0.01% — 1766 +753 New Q4 2025 Jan 29, 2026
Truvestments Capital LLC History Added to 759 61 0.01% 0.01% 1765 +23 3.13% Q4 2025 Feb 13, 2026
HM PAYSON & CO History No change 761 61 0.0% 0.0% 1764 0 0.0% Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History No change 760 61 0.02% 0.02% 1767 0 0.0% Q4 2025 Jan 13, 2026
Addison Advisors LLC History New 737 59 0.01% — 1769 +737 New Q4 2025 Feb 06, 2026
Pacifica Partners Inc. History No change 729 59 0.03% 0.02% 1768 0 0.0% Q4 2025 Jan 09, 2026
Wilkerson Advisory Group LLC History New 725 58 0.02% — 1772 +725 New Q4 2025 Feb 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 715 58 0.02% 0.02% 1770 0 0.0% Q4 2025 Jan 13, 2026
DUNCKER STREETT & CO INC History No change 725 58 0.01% 0.01% 1771 0 0.0% Q4 2025 Jan 27, 2026
Ritter Daniher Financial Advisory LLC / DE History New 707 57 0.01% — 1775 +707 New Q4 2025 Feb 10, 2026
Founders Capital Management History No change 710 57 0.03% 0.03% 1773 0 0.0% Q4 2025 Jan 15, 2026
1620 INVESTMENT ADVISORS, INC. History No change 708 57 0.04% 0.03% 1774 0 0.0% Q4 2025 Feb 05, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 700 56 0.0% 0.01% 1778 -10,735 -93.88% Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 695 56 0.0% 0.0% 1776 0 0.0% Q4 2025 Feb 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 701 56 0.05% 0.05% 1777 0 0.0% Q4 2025 Jan 08, 2026
Archer Investment Corp History Reduced 673 54 0.01% 0.09% 1779 -4,683 -87.43% Q4 2025 Jan 30, 2026
Costello Asset Management, INC History Added to 646 52 0.02% 0.0% 1780 +446 223.0% Q4 2025 Feb 03, 2026
AMERIFLEX GROUP, INC. History Added to 624 50 0.03% 0.01% 1781 +322 106.62% Q4 2025 Feb 18, 2026
SOA Wealth Advisors, LLC. History Added to 6,496 49 0.01% 0.01% 1782 +6,034 1306.06% Q4 2025 Jan 20, 2026
Dogwood Wealth Management LLC History No change 599 48 0.02% 0.02% 1783 0 0.0% Q4 2025 Feb 04, 2026
Cresta Advisors, Ltd. History New 564 45 0.02% — 1784 +564 New Q4 2025 Feb 03, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 560 45 0.03% 0.03% 1785 0 0.0% Q4 2025 Feb 10, 2026
VESTOR CAPITAL, LLC History Added to 5,624 44 0.0% 0.0% 1786 +5,000 801.28% Q4 2025 Feb 11, 2026
GODSEY & GIBB, INC History No change 530 43 0.0% 0.0% 1787 0 0.0% Q4 2025 Jan 27, 2026
Kohmann Bosshard Financial Services, LLC History New 523 42 0.0% — 1788 +523 New Q4 2025 Jan 30, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 515 41 0.03% — 1789 +515 New Q4 2025 Jan 22, 2026
MidFirst Bank History New 515 41 0.0% — 1790 +515 New Q4 2025 Feb 25, 2026
Accordant Advisory Group Inc History Reduced 500 40 0.03% 0.05% 1792 -500 -50.0% Q4 2025 Jan 22, 2026
Wilmington Savings Fund Society, FSB History No change 500 40 0.0% 0.0% 1791 0 0.0% Q4 2025 Feb 12, 2026
Triumph Capital Management History New 480 38 0.01% — 1793 +480 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History Reduced 467 37 0.01% 0.01% 1794 -5 -1.06% Q4 2025 Jan 29, 2026
BankPlus Trust Department History No change 456 37 0.01% 0.01% 1795 0 0.0% Q4 2025 Jan 27, 2026
Hamrick Investment Counsel, llc History New 450 36 0.03% — 1801 +450 New Q4 2025 Mar 31, 2026
Key FInancial Inc History Reduced 451 36 0.01% 0.01% 1797 -243 -35.01% Q4 2025 Feb 09, 2026
Fourth Dimension Wealth, LLC History Added to 449 36 0.01% 0.01% 1800 +20 4.66% Q4 2025 Feb 04, 2026
Salomon & Ludwin, LLC History No change 438 36 0.0% 0.0% 1796 0 0.0% Q4 2025 Jan 28, 2026
Dynamic Wealth Strategies, LLC History No change 446 36 0.02% 0.02% 1798 0 0.0% Q4 2025 Feb 04, 2026
Smallwood Wealth Investment Management, LLC History No change 454 36 0.02% 0.02% 1799 0 0.0% Q4 2025 Jan 23, 2026
SRH ADVISORS, LLC History No change 400 32 0.01% 0.01% 1802 0 0.0% Q4 2025 Jan 21, 2026
MTM Investment Management, LLC History No change 400 32 0.01% 0.01% 1803 0 0.0% Q4 2025 Feb 09, 2026
Mountain Hill Investment Partners Corp. History No change 400 32 0.02% 0.03% 1804 0 0.0% Q4 2025 Jan 26, 2026
Key Capital Management, INC History New 393 31 0.03% — 1806 +393 New Q4 2025 Jan 26, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 384 31 0.0% 0.0% 1805 0 0.0% Q4 2025 Jan 20, 2026
Dakota Community Bank & Trust NA History New 375 30 0.1% — 1808 +375 New Q4 2025 Jan 26, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 375 30 0.01% 0.01% 1807 0 0.0% Q4 2025 Jan 27, 2026
Motiv8 Investments LLC History New 362 29 0.02% — 1809 +362 New Q4 2025 Feb 13, 2026
Compass Financial Services Inc History No change 359 29 0.01% 0.01% 1810 0 0.0% Q4 2025 Feb 27, 2026
Murphy & Mullick Capital Management Corp History No change 368 29 0.02% 0.02% 1811 0 0.0% Q4 2025 Feb 10, 2026
GABLES CAPITAL MANAGEMENT INC. History Added to 355 28 0.01% 0.0% 1813 +225 173.08% Q4 2025 Feb 06, 2026
Front Row Advisors LLC History No change 350 28 0.01% 0.01% 1812 0 0.0% Q4 2025 Feb 12, 2026
Signature Equity Partners, LLC History New 335 27 0.01% — 1815 +335 New Q4 2025 Feb 17, 2026
Team Financial Group, LLC History Reduced 343 27 0.01% 0.02% 1814 -152 -30.71% Q4 2025 Jan 13, 2026
Monetary Solutions, Ltd History New 326 26 0.03% — 1818 +326 New Q4 2025 Feb 23, 2026
Rossby Financial, LCC History Added to 325 26 0.01% 0.0% 1817 +140 75.68% Q4 2025 Feb 12, 2026
Trust Co History No change 326 26 0.0% 0.0% 1816 0 0.0% Q4 2025 Jan 15, 2026
Godfrey Financial Associates, Inc. History New 312 25 0.02% — 1822 +312 New Q4 2025 Feb 10, 2026
Tradewinds Capital Management, LLC History Added to 313 25 0.01% 0.0% 1820 +9 2.96% Q4 2025 Jan 14, 2026
CHELSEA COUNSEL CO History No change 309 25 0.01% 0.01% 1819 0 0.0% Q4 2025 Feb 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 308 25 0.02% 0.02% 1821 0 0.0% Q4 2025 Feb 10, 2026
Intesa Sanpaolo Wealth Management History New 300 24 0.0% — 1823 +300 New Q4 2025 Feb 12, 2026
Sunrise Financial Services, LLC History New 291 23 0.02% — 1828 +291 New Q4 2025 Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 290 23 0.01% — 1824 +290 New Q4 2025 Jan 20, 2026
Litman Gregory Wealth Management LLC History New 287 23 0.0% — 1825 +287 New Q4 2025 Feb 12, 2026
Ankerstar Wealth, LLC History New 284 23 0.02% — 1826 +284 New Q4 2025 Feb 12, 2026
Meramec Financial Planners, LLC History New 256 23 0.01% — 1827 +256 New Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 282 22 0.01% 0.01% 1830 -139 -33.02% Q4 2025 Feb 10, 2026
KELLEHER FINANCIAL ADVISORS History No change 275 22 0.01% 0.0% 1829 0 0.0% Q4 2025 Jan 20, 2026
Woodside Wealth Management LLC History No change 276 22 0.02% 0.02% 1831 0 0.0% Q4 2025 Jan 30, 2026
FIDUCIARY ADVISORS, INC. History New 256 20 0.02% — 1836 +256 New Q4 2025 Jan 27, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 256 20 0.0% 0.0% 1832 -22 -7.91% Q4 2025 Jan 23, 2026
Bangor Savings Bank History No change 247 20 0.0% 0.0% 1833 0 0.0% Q4 2025 Jan 16, 2026
Main Management LLC History No change 250 20 0.0% 0.0% 1834 0 0.0% Q4 2025 Feb 10, 2026
GoalVest Advisory LLC History No change 250 20 0.0% 0.0% 1835 0 0.0% Q4 2025 Jan 05, 2026
Millstone Evans Group, LLC History No change 243 19 0.01% 0.01% 1837 0 0.0% Q4 2025 Feb 02, 2026
Moisand Fitzgerald Tamayo, LLC History New 219 17 0.0% — 1838 +219 New Q4 2025 Jan 14, 2026
POM Investment Strategies, LLC History New 213 17 0.01% — 1839 +213 New Q4 2025 Feb 17, 2026
Aventura Private Wealth, LLC History No change 219 17 0.01% 0.01% 1840 0 0.0% Q4 2025 Jan 07, 2026
Westside Investment Management, Inc. History Reduced 200 16 0.0% 0.24% 1842 -20,368 -99.03% Q4 2025 Jan 23, 2026
ATWOOD & PALMER INC History No change 200 16 0.0% 0.0% 1841 0 0.0% Q4 2025 Jan 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 190 15 0.0% 0.0% 1843 -5 -2.56% Q4 2025 Feb 09, 2026
Concord Wealth Partners History No change 186 15 0.0% 0.0% 1844 0 0.0% Q4 2025 Jan 29, 2026
HOEY INVESTMENTS, INC History No change 175 14 0.0% 0.0% 1845 0 0.0% Q4 2025 Jan 28, 2026
VSM Wealth Advisory, LLC History No change 178 14 0.0% 0.0% 1846 0 0.0% Q4 2025 Feb 06, 2026
Hurley Capital, LLC History New 169 13 0.01% — 1847 +169 New Q4 2025 Feb 17, 2026
Osbon Capital Management LLC History New 157 12 0.01% — 1848 +157 New Q4 2025 Mar 16, 2026
TUCKER ASSET MANAGEMENT LLC History New 155 12 0.0% — 1849 +155 New Q4 2025 Feb 05, 2026
Garton & Associates Financial Advisors LLC History New 150 12 0.01% — 1851 +150 New Q4 2025 Feb 18, 2026
United Financial Planning Group LLC History Reduced 152 12 0.01% 0.01% 1850 -64 -29.63% Q4 2025 Feb 11, 2026
Security National Bank History New 136 11 0.0% — 1852 +136 New Q4 2025 Feb 05, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 140 11 0.0% 0.0% 1853 -10 -6.67% Q4 2025 Jan 16, 2026
Sawyer & Company, Inc History New 135 10 0.0% — 1855 +135 New Q4 2025 Feb 02, 2026
Laurel Wealth Advisors LLC History New 125 10 0.0% — 1856 +125 New Q4 2025 Jan 30, 2026
Miller Capital Partners, Inc. History New 125 10 0.01% — 1858 +125 New Q4 2025 Feb 17, 2026
TD Capital Management LLC History No change 130 10 0.0% 0.0% 1854 0 0.0% Q4 2025 Feb 26, 2026
Bare Financial Services, Inc History No change 124 10 0.0% 0.0% 1857 0 0.0% Q4 2025 Feb 06, 2026
Inspire Investing, LLC History New 121 9 0.0% — 1859 +121 New Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History New 108 8 0.0% — 1860 +108 New Q4 2025 Jan 20, 2026
Lloyd Advisory Services, LLC. History New 108 8 0.0% — 1861 +108 New Q4 2025 Feb 06, 2026
Ransom Advisory, Ltd History New 99 8 0.0% — 1862 +99 New Q4 2025 Jan 06, 2026
Fairman Group, LLC History New 94 7 0.01% — 1864 +94 New Q4 2025 Feb 13, 2026
Kozak & Associates, Inc. History New 91 7 0.0% — 1863 +91 New Q4 2025 Jan 12, 2026
YANKCOM Partnership History New 84 6 0.0% — 1867 +84 New Q4 2025 Jan 20, 2026
VALLEY WEALTH MANAGERS, INC. History New 82 6 0.0% — 1865 +82 New Q4 2025 Feb 04, 2026
WOLFF WIESE MAGANA LLC History No change 75 6 0.0% 0.0% 1866 0 0.0% Q4 2025 Jan 14, 2026
Park Place Capital Corp History Reduced 63 5 0.0% 0.01% 1869 -565 -89.97% Q4 2025 Jan 09, 2026
Ares Financial Consulting, LLC History New 71 5 0.0% — 1872 +71 New Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 66 5 0.0% — 1873 +66 New Q4 2025 Feb 19, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 67 5 0.0% 0.0% 1868 0 0.0% Q4 2025 Feb 12, 2026
Frazier Financial Advisors, LLC History No change 70 5 0.0% 0.0% 1870 0 0.0% Q4 2025 Feb 09, 2026
Bear Mountain Capital, Inc. History No change 63 5 0.0% 0.0% 1871 0 0.0% Q4 2025 Jan 22, 2026
Olistico Wealth, LLC History New 57 4 0.0% — 1876 +57 New Q4 2025 Jan 13, 2026
Strive Financial Group ,LLC History New 57 4 0.0% — 1878 +57 New Q4 2025 Feb 18, 2026
Networth Advisors, LLC History New 51 4 0.0% — 1879 +51 New Q4 2025 Jan 22, 2026
Abound Wealth Management History Added to 57 4 0.0% — 1874 +44 338.46% Q4 2025 Jan 12, 2026
JDM Financial Group LLC History No change 55 4 0.0% 0.0% 1875 0 0.0% Q4 2025 Feb 02, 2026
ORG Wealth Partners, LLC History No change 53 4 0.0% 0.0% 1877 0 0.0% Q4 2025 Jan 14, 2026
Fairway Wealth LLC History New 48 3 0.0% — 1882 +48 New Q4 2025 Jan 28, 2026
Hilton Head Capital Partners, LLC History New 43 3 0.0% — 1884 +43 New Q4 2025 Feb 11, 2026
ESL Trust Services, LLC History New 41 3 0.0% — 1880 +41 New Q4 2025 Feb 10, 2026
Creative Capital Management Investments LLC History No change 40 3 0.0% 0.0% 1881 0 0.0% Q4 2025 Jan 23, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 38 3 0.0% 0.0% 1883 0 0.0% Q4 2025 Jan 22, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 27 2 0.0% 0.0% 1885 -36 -57.14% Q4 2025 Jan 14, 2026
Wiser Advisor Group LLC History No change 27 2 0.0% 0.0% 1886 0 0.0% Q4 2025 Feb 09, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 34 2 0.0% 0.0% 1887 0 0.0% Q4 2025 Feb 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 22 1 0.0% — 1892 +22 New Q4 2025 Feb 11, 2026
Merrithew & Thorsten Inc History New 20 1 0.0% — 1893 +20 New Q4 2025 Feb 03, 2026
ALERUS FINANCIAL NA History Added to 13 1 0.0% — 1888 +1 8.33% Q4 2025 Feb 13, 2026
CKW FINANCIAL GROUP History No change 9 1 0.0% 0.0% 1889 0 0.0% Q4 2025 Jan 26, 2026
Solstein Capital, LLC History No change 13 1 0.0% — 1890 0 0.0% Q4 2025 Feb 13, 2026
Legacy Wealth Managment, LLC/ID History No change 20 1 0.0% 0.0% 1891 0 0.0% Q4 2025 Feb 03, 2026
Clark Wealth Partners History No change 23 1 0.0% 0.0% 1894 0 0.0% Q4 2025 Feb 04, 2026
PRUDENTIAL FINANCIAL INC History Closed out 0 0 — 0.3% — -3,451,986 -100.0% Q3 2025 Nov 13, 2025
Mizuho Bank, Ltd. History Closed out 0 0 — 13.41% — -1,660,000 -100.0% Q3 2025 Nov 13, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.05% — -1,308,896 -100.0% Q3 2025 Nov 14, 2025
1832 Asset Management L.P. History Closed out 0 0 — 0.06% — -1,043,630 -100.0% Q3 2025 Nov 14, 2025
Pureheart Capital Pte Ltd. History Closed out 0 0 — 6.87% — -840,000 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 — 0.16% — -188,104 -100.0% Q3 2025 Nov 13, 2025
AVIVA PLC History Closed out 0 0 — 0.01% — -86,800 -100.0% Q3 2025 Nov 13, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 — 0.17% — -54,758 -100.0% Q3 2025 Nov 07, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.54% — -43,516 -100.0% Q3 2025 Nov 04, 2025
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 — 0.99% — -18,759 -100.0% Q3 2025 Oct 08, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 0.3% — -16,201 -100.0% Q3 2025 Oct 20, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -15,646 -100.0% Q3 2025 Oct 14, 2025
CAPITAL & PLANNING, LLC History Closed out 0 0 — 0.63% — -13,988 -100.0% Q3 2025 Nov 04, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.15% — -13,461 -100.0% Q3 2025 Nov 03, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.01% — -12,360 -100.0% Q3 2025 Nov 13, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -10,045 -100.0% Q3 2025 Nov 10, 2025
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Closed out 0 0 — 0.02% — -9,773 -100.0% Q3 2025 Nov 12, 2025
Northstar Advisory Group, LLC History Closed out 0 0 — 0.25% — -8,304 -100.0% Q3 2025 Nov 03, 2025
LOWE BROCKENBROUGH & CO INC History Closed out 0 0 — 0.03% — -8,188 -100.0% Q3 2025 Nov 05, 2025
Moment Partners, LLC History Closed out 0 0 — 0.1% — -7,705 -100.0% Q3 2025 Nov 06, 2025
ISTHMUS PARTNERS, LLC History Closed out 0 0 — 0.1% — -6,400 -100.0% Q3 2025 Nov 10, 2025
GOLDEN ROAD ADVISORS LLC History Closed out 0 0 — 0.21% — -5,000 -100.0% Q3 2025 Nov 07, 2025
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.02% — -4,842 -100.0% Q3 2025 Nov 05, 2025
Guidance Point Advisors, LLC History Closed out 0 0 — 0.08% — -4,622 -100.0% Q3 2025 Oct 23, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.17% — -4,477 -100.0% Q3 2025 Oct 23, 2025
FIRST FINANCIAL BANKSHARES INC History Closed out 0 0 — 0.01% — -4,348 -100.0% Q3 2025 Nov 10, 2025
Harbour Capital Advisors, LLC History Closed out 0 0 — 0.06% — -4,184 -100.0% Q3 2025 Oct 09, 2025
VAUGHAN DAVID INVESTMENTS LLC/IL History Closed out 0 0 — 0.01% — -4,100 -100.0% Q3 2025 Oct 29, 2025
VISTA CAPITAL PARTNERS, INC. History Closed out 0 0 — 0.03% — -3,983 -100.0% Q3 2025 Nov 07, 2025
Balance Wealth, LLC History Closed out 0 0 — 0.06% — -3,610 -100.0% Q3 2025 Oct 20, 2025
Elevated Capital Advisors, LLC History Closed out 0 0 — 0.06% — -3,537 -100.0% Q3 2025 Nov 13, 2025
Radnor Capital Management, LLC History Closed out 0 0 — 0.04% — -3,520 -100.0% Q3 2025 Oct 21, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 0.11% — -3,506 -100.0% Q3 2025 Nov 06, 2025
Significant Wealth Partners LLC History Closed out 0 0 — 0.12% — -3,427 -100.0% Q3 2025 Nov 04, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 — 0.02% — -3,375 -100.0% Q3 2025 Oct 23, 2025
25 LLC History Closed out 0 0 — 0.08% — -3,362 -100.0% Q3 2025 Oct 16, 2025
Worth Asset Management, LLC History Closed out 0 0 — 0.11% — -3,351 -100.0% Q3 2025 Oct 17, 2025
Safeguard Investment Advisory Group, LLC History Closed out 0 0 — 0.06% — -3,140 -100.0% Q3 2025 Nov 13, 2025
Private Wealth Partners, LLC History Closed out 0 0 — 0.02% — -3,015 -100.0% Q3 2025 Nov 04, 2025
COLTON GROOME FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.07% — -2,988 -100.0% Q3 2025 Oct 30, 2025
Fund Evaluation Group, LLC History Closed out 0 0 — 0.01% — -2,968 -100.0% Q3 2025 Nov 12, 2025
Demars Financial Group, LLC History Closed out 0 0 — 0.07% — -2,927 -100.0% Q3 2025 Oct 30, 2025
Lifestyle Asset Management, Inc. History Closed out 0 0 — 0.07% — -2,879 -100.0% Q3 2025 Oct 09, 2025
Hendershot Investments Inc. History Closed out 0 0 — 0.03% — -2,850 -100.0% Q3 2025 Nov 12, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.08% — -2,812 -100.0% Q3 2025 Oct 21, 2025
Summit Financial Wealth Advisors, LLC History Closed out 0 0 — 0.03% — -2,797 -100.0% Q3 2025 Oct 03, 2025
Holos Integrated Wealth LLC History Closed out 0 0 — 0.12% — -2,723 -100.0% Q3 2025 Jan 05, 2026
Tidemark, LLC History Closed out 0 0 — 0.06% — -2,669 -100.0% Q3 2025 Nov 03, 2025
Wells Financial Advisors INC History Closed out 0 0 — 0.23% — -2,400 -100.0% Q3 2025 Oct 20, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -2,371 -100.0% Q3 2025 Oct 07, 2025
GPS Wealth Strategies Group, LLC History Reduced 6 0 — 0.01% — -1,600 -99.63% Q4 2025 Feb 06, 2026
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -1,500 -100.0% Q3 2025 Oct 29, 2025
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.01% — -1,387 -100.0% Q3 2025 Nov 13, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.05% — -1,370 -100.0% Q3 2025 Nov 05, 2025
Cromwell Holdings LLC History Closed out 0 0 — 0.03% — -875 -100.0% Q3 2025 Oct 24, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.03% — -676 -100.0% Q3 2025 Nov 03, 2025
Financial Life Planners History Closed out 0 0 — 0.03% — -675 -100.0% Q3 2025 Nov 13, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.01% — -365 -100.0% Q3 2025 Nov 07, 2025
Friedenthal Financial History Closed out 0 0 — 0.01% — -360 -100.0% Q3 2025 Oct 15, 2025
Clarity Asset Management, Inc. History Closed out 0 0 — 0.01% — -320 -100.0% Q3 2025 Oct 27, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 — 0.01% — -238 -100.0% Q3 2025 Nov 05, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -235 -100.0% Q3 2025 Nov 03, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.02% — -178 -100.0% Q3 2025 Oct 20, 2025
Westfuller Advisors, LLC History Closed out 0 0 — 0.0% — -88 -100.0% Q3 2025 Oct 30, 2025
Investors Research Corp History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Oct 02, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.0% — -57 -100.0% Q3 2025 Nov 06, 2025
Ameritas Investment Partners, Inc. History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2025 Nov 10, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Nov 17, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2025 Nov 14, 2025
Cedar Mountain Advisors, LLC History Closed out 0 0 — — — -12 -100.0% Q3 2025 Oct 24, 2025
Quaker Wealth Management, LLC History New 5 0 — — — +5 New Q4 2025 Jan 28, 2026
Imprint Wealth LLC History Reduced 3 0 — — — -3 -50.0% Q4 2025 Feb 17, 2026
ST GERMAIN D J CO INC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Anchor Investment Management, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 26, 2026
Roxbury Financial LLC History No change 10 0 — — — 0 0.0% Q4 2025 Jan 05, 2026