iSHARES TRUST - IWB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 352 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
JONES FINANCIAL COMPANIES LLLP History Added to 11,577,955 4,323,671 2.64% 2.79% 1 +321,453 2.86% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 9,844,192 3,676,215 0.19% 0.19% 2 -131,180 -1.32% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,914,890 1,835,416 0.13% 0.11% 3 +505,392 11.46% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,567,946 1,705,853 0.51% 0.44% 4 +384,293 9.19% Q4 2025 Feb 10, 2026
M&T BANK CORP History Reduced 2,831,032 1,057,220 3.39% 3.48% 5 -2,745 -0.1% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Reduced 2,691,766 1,005,213 0.13% 0.13% 6 -58,426 -2.12% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 2,451,013 915,306 0.25% 0.26% 7 +3,325 0.14% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,297,491 857,975 0.47% 0.52% 8 -61,013 -2.59% Q4 2025 Feb 06, 2026
BlackRock, Inc. History Added to 2,217,141 827,969 0.01% 0.01% 9 +490,969 28.44% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 2,089,875 780,444 0.05% 0.07% 10 -907,914 -30.29% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 1,955,205 730,138 0.83% 1.03% 11 +215,456 12.38% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 1,612,705 602,248 0.11% 0.11% 12 +14,206 0.89% Q4 2025 Feb 13, 2026
Millburn Ridgefield LLC /DE/ History Reduced 1,462,605 546,195 13.01% 12.79% 13 -3,108 -0.21% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 1,462,605 546,195 11.22% 10.8% 14 -3,108 -0.21% Q4 2025 Feb 10, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 1,403,281 524,041 4.28% 4.35% 15 -23,041 -1.62% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,384,623 517,073 0.06% 0.08% 16 -433,033 -23.82% Q4 2025 Mar 25, 2026
JPMORGAN CHASE & CO History Added to 1,342,895 501,491 0.03% 0.03% 17 +21,540 1.63% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,322,245 493,779 0.31% 0.33% 18 -15,305 -1.14% Q4 2025 Feb 10, 2026
BOKF, NA History Added to 1,297,149 484,407 7.41% 7.04% 19 +17,096 1.34% Q4 2025 Feb 03, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,164,954 435,040 0.83% 0.87% 20 -3,636 -0.31% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 1,109,517 414,216 1.6% — 21 +1,109,517 New Q4 2025 Feb 13, 2026
ALLSTATE CORP History Added to 1,078,170 402,631 5.5% 3.99% 22 +599,755 125.36% Q4 2025 Feb 09, 2026
UBS Group AG History Reduced 909,631 339,692 0.06% 0.05% 23 -35,580 -3.76% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 792,517 295,957 0.45% 0.48% 24 +2,941 0.37% Q4 2025 Feb 18, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 791,000 295,391 2.17% 2.19% 25 0 0.0% Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Added to 775,933 289,765 0.34% 0.33% 26 +24,711 3.29% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Reduced 745,035 278,225 0.41% 0.45% 27 -12,475 -1.65% Q4 2025 Feb 11, 2026
Legacy Wealth Management, Inc History Reduced 710,475 265,319 15.29% 15.55% 28 -12,117 -1.68% Q4 2025 Jan 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 684,338 256,244 0.61% 0.65% 29 -51,968 -7.06% Q4 2025 Feb 11, 2026
Creative Planning History Added to 657,338 245,476 0.18% 0.18% 30 +2,075 0.32% Q4 2025 Feb 17, 2026
Capstone Financial Advisors, Inc. History Reduced 649,033 242,374 12.9% 12.96% 31 -5,384 -0.82% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 631,389 235,785 0.07% 0.07% 32 +7,202 1.15% Q4 2025 Feb 18, 2026
Pinnacle Financial Partners, Inc. History New 592,936 221,426 1.67% — 33 +592,936 New Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 552,047 206,156 0.35% 0.23% 34 +187,983 51.63% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 546,824 204,206 0.24% 0.25% 35 +11,225 2.1% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 535,259 199,887 0.03% — 36 +535,259 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 535,026 199,800 0.8% 0.73% 37 +420 0.08% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 508,594 193,002 0.26% 0.29% 38 -15,782 -3.01% Q4 2025 Jan 08, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 499,000 186,346 0.31% 0.31% 39 +37,000 8.01% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 493,513 184,274 0.04% 0.04% 40 +12,779 2.66% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 487,726 182,136 0.55% 0.5% 41 +37,631 8.36% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 480,347 179,380 0.2% 0.2% 42 +2,975 0.62% Q4 2025 Feb 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 474,141 177,063 8.41% 8.4% 43 +424 0.09% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History New 455,129 169,963 0.07% — 44 +455,129 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 454,079 169,571 0.23% 0.21% 45 +36,492 8.74% Q4 2025 Feb 02, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Reduced 409,248 152,829 16.51% 17.87% 46 -7,945 -1.9% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 352,531 131,649 0.14% 0.14% 47 +27,601 8.49% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 345,935 129,185 0.41% 0.44% 48 -27,586 -7.39% Q4 2025 Feb 02, 2026
MPS Loria Financial Planners, LLC History Reduced 333,549 124,560 32.02% 32.46% 49 -702 -0.21% Q4 2025 Feb 03, 2026
BANK OF MONTREAL /CAN/ History Added to 329,319 122,980 0.04% 0.04% 50 +21,742 7.07% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 326,569 121,953 0.99% 1.2% 51 -1,504 -0.46% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 322,356 120,380 0.06% 0.06% 52 +7,814 2.48% Q4 2025 Mar 20, 2026
Empower Advisory Group, LLC History Reduced 307,337 114,771 0.31% 0.47% 53 -159,616 -34.18% Q4 2025 Feb 12, 2026
NorthRock Partners, LLC History Added to 298,766 111,571 1.88% 0.53% 54 +218,122 270.48% Q4 2025 Feb 17, 2026
Arbor Investment Advisors, LLC History Reduced 291,167 108,733 14.31% 14.0% 55 -10,462 -3.47% Q4 2025 Jan 23, 2026
Lido Advisors, LLC History Added to 281,876 105,053 0.31% 0.14% 56 +162,537 136.2% Q4 2025 Feb 10, 2026
Johns Hopkins University History No change 264,479 98,767 7.19% 5.39% 57 0 0.0% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 256,407 95,752 0.09% 0.07% 58 +58,029 29.25% Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 252,707 94,370 5.27% 5.8% 59 -49,836 -16.47% Q4 2025 Feb 06, 2026
Winthrop Advisory Group LLC History Reduced 247,833 92,550 7.84% 8.12% 60 -6,058 -2.39% Q4 2025 Jan 21, 2026
AMG National Trust Bank History Reduced 239,869 89,576 2.11% 2.19% 61 -7,055 -2.86% Q4 2025 Jan 30, 2026
Baird Financial Group, Inc. History Reduced 232,230 86,723 0.14% 0.14% 62 -2,202 -0.94% Q4 2025 Feb 13, 2026
Ballentine Partners, LLC History Reduced 209,813 78,352 1.1% 1.08% 63 -2,813 -1.32% Q4 2025 Feb 03, 2026
Envestnet Portfolio Solutions, Inc. History Added to 204,201 76,256 0.27% 0.21% 64 +46,829 29.76% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 202,434 75,596 4.26% 4.33% 65 -173 -0.09% Q4 2025 Jan 14, 2026
BROWN ADVISORY INC History Added to 201,874 75,388 0.11% 0.08% 66 +36,961 22.41% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 200,295 74,798 0.96% 1.01% 67 -5,847 -2.84% Q4 2025 Feb 09, 2026
BOK Financial Private Wealth, Inc. History Reduced 200,186 74,757 4.58% 4.66% 68 -2,244 -1.11% Q4 2025 Feb 06, 2026
ARGENT CAPITAL MANAGEMENT LLC History New 199,085 74,346 2.11% — 69 +199,085 New Q4 2025 Jan 05, 2026
COMMERCE BANK History Added to 197,238 73,656 0.41% 0.4% 70 +231 0.12% Q4 2025 Feb 13, 2026
WASHINGTON TRUST Co History Reduced 193,808 72,375 2.37% 2.34% 71 -1,064 -0.55% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 186,418 69,615 0.09% 0.1% 72 -17,290 -8.49% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Added to 185,221 69,204 0.1% 0.09% 73 +7,022 3.94% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 184,997 69,085 0.03% 0.04% 74 +1,324 0.72% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 179,752 67,126 1.04% 1.06% 75 +3,769 2.14% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 174,862 65,300 0.16% 0.16% 76 +8,035 4.82% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 171,615 64,088 0.17% 0.18% 77 -3,385 -1.93% Q4 2025 Feb 05, 2026
May Hill Capital, LLC History Added to 169,602 63,336 8.28% 9.2% 78 +83,737 97.52% Q4 2025 Feb 05, 2026
Bank of New York Mellon Corp History Reduced 167,532 62,562 0.01% 0.01% 79 -1,492 -0.88% Q4 2025 Feb 10, 2026
Mason & Associates Inc History New 166,627 62,225 11.71% — 80 +166,627 New Q4 2025 Feb 05, 2026
BRIGHTON JONES LLC History Reduced 166,068 62,016 2.29% 1.55% 81 -10,916 -6.17% Q4 2025 Jan 27, 2026
Enclave Advisors LLC History Reduced 162,230 60,583 8.58% 9.29% 82 -4,133 -2.48% Q4 2025 Jan 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 160,558 60,401 0.05% — 83 +160,558 New Q4 2025 Feb 13, 2026
Napier Financial, LLC History New 152,542 56,965 14.23% — 84 +152,542 New Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 152,126 56,810 0.1% 0.09% 85 +27,932 22.49% Q4 2025 Mar 16, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 150,834 56,327 0.03% 0.03% 86 +22,304 17.35% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 147,605 55,121 0.38% 0.39% 87 +1,624 1.11% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 143,474 53,974 0.69% 0.65% 88 +7,027 5.15% Q4 2025 Jan 23, 2026
Hippocratic Financial Advisors, LLC History Added to 140,497 52,467 24.19% 23.33% 89 +7,791 5.87% Q4 2025 Jan 20, 2026
JT Stratford LLC History Reduced 139,310 52,023 6.68% 7.01% 90 -3,931 -2.74% Q4 2025 Feb 12, 2026
Conservest Capital Advisors, Inc. History Reduced 134,715 50,308 4.54% 4.69% 91 -3,994 -2.88% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 134,455 50,210 0.09% 0.1% 92 -16,745 -11.07% Q4 2025 Feb 12, 2026
Jordan Park Group LLC History Reduced 128,433 47,962 2.78% 2.76% 93 -3,760 -2.84% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 125,692 46,938 0.17% 0.21% 94 +675 0.54% Q4 2025 Feb 18, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 124,298 46,417 0.72% 0.98% 95 -22,025 -15.05% Q4 2025 Feb 17, 2026
Keel Point, LLC History Reduced 123,791 46,228 2.79% 2.81% 96 -1,102 -0.88% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 197,945 45,685 0.06% 0.08% 97 +53,516 37.05% Q4 2025 Mar 09, 2026
Trust Co History Reduced 122,119 45,604 4.28% 4.61% 98 -1,186 -0.96% Q4 2025 Jan 15, 2026
DT Investment Partners, LLC History Reduced 119,231 44,525 3.69% 3.75% 99 -1,913 -1.58% Q4 2025 Feb 10, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 117,462 43,864 0.91% 0.75% 100 +105,509 882.7% Q4 2025 Feb 17, 2026
Brewster Financial Planning LLC History Reduced 117,456 43,862 26.95% 27.28% 101 -1,236 -1.04% Q4 2025 Jan 14, 2026
Financial Management Professionals, Inc. History Reduced 116,015 43,324 4.47% 4.61% 102 -5,175 -4.27% Q4 2025 Jan 27, 2026
Wealthfront Advisers LLC History Added to 115,305 43,059 0.1% 0.1% 103 +2,234 1.98% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History Added to 115,133 42,995 0.3% 0.32% 104 +10,849 10.4% Q4 2025 Feb 18, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 114,894 42,905 23.12% 23.39% 105 +3,241 2.9% Q4 2025 Jan 29, 2026
NIXON PEABODY TRUST CO History Reduced 114,885 42,902 3.25% 3.21% 106 -5,151 -4.29% Q4 2025 Feb 06, 2026
ASPIRIANT, LLC History Added to 114,328 42,695 1.23% 1.25% 107 +2,260 2.02% Q4 2025 Jan 20, 2026
American Financial Advisors, LLC History Reduced 110,979 41,443 5.35% 5.39% 108 -3,509 -3.06% Q4 2025 Feb 03, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 108,548 40,536 2.06% 2.08% 109 -1,129 -1.03% Q4 2025 Feb 03, 2026
MONTAG A & ASSOCIATES INC History Reduced 107,439 40,122 1.83% 1.81% 110 -406 -0.38% Q4 2025 Feb 02, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 105,492 40,028 0.83% 0.83% 111 0 0.0% Q4 2025 Jan 26, 2026
Busey Bank History Reduced 104,713 39,104 1.03% 1.07% 112 -475 -0.45% Q4 2025 Jan 27, 2026
Constellation Investments, Inc. History No change 101,441 37,882 1.17% 1.73% 113 0 0.0% Q4 2025 Jan 21, 2026
DAIDO LIFE INSURANCE CO History No change 97,981 36,590 5.15% 5.15% 114 0 0.0% Q4 2025 Feb 06, 2026
Franklin, Parlapiano, Turner & Welch, LLC History Reduced 94,964 36,033 8.95% 8.9% 115 -1,452 -1.51% Q4 2025 Jan 22, 2026
St. Louis Trust Co History Reduced 96,475 36,027 4.13% 4.41% 116 -382 -0.39% Q4 2025 Feb 09, 2026
RTD Financial Advisors, Inc. History Reduced 95,812 35,780 4.37% 4.35% 117 -3,111 -3.14% Q4 2025 Jan 27, 2026
Kestra Advisory Services, LLC History Added to 93,896 35,064 0.14% 0.15% 118 +6,315 7.21% Q4 2025 Feb 13, 2026
TFO Wealth Partners, LLC History Reduced 90,934 33,958 5.08% 5.42% 119 -93 -0.1% Q4 2025 Feb 05, 2026
SACHEM HILL LLC History Reduced 90,464 33,782 6.56% 6.62% 120 -140 -0.15% Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Reduced 90,318 33,728 0.27% 0.33% 121 -84,108 -48.22% Q4 2025 Feb 13, 2026
Legacy Advisors, LLC History Reduced 89,307 33,350 3.58% 4.04% 122 -271 -0.3% Q4 2025 Jan 27, 2026
Pitcairn Wealth Advisors LLC History New 88,267 32,962 2.97% — 123 +88,267 New Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 88,157 32,921 0.01% 0.01% 124 +25,038 39.67% Q4 2025 Feb 11, 2026
Wescott Financial Advisory Group, LLC History Reduced 87,394 32,636 2.85% 2.9% 125 -1,109 -1.25% Q4 2025 Feb 12, 2026
Parker Investment Management, LLC History Reduced 87,333 32,613 4.62% 3.82% 126 -200 -0.23% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Added to 85,261 32,352 0.35% 0.35% 127 +1,746 2.09% Q4 2025 Jan 26, 2026
Wilmington Savings Fund Society, FSB History Added to 85,671 31,992 0.75% 0.75% 128 +26 0.03% Q4 2025 Feb 12, 2026
Gray Private Wealth, LLC History Reduced 85,348 31,872 15.57% 16.29% 129 -3,035 -3.43% Q4 2025 Feb 04, 2026
STEPHENS INC /AR/ History Added to 85,216 31,823 0.4% 0.39% 130 +1,844 2.21% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Reduced 85,154 31,800 0.83% 0.94% 131 -330 -0.39% Q4 2025 Feb 02, 2026
Karpus Management, Inc. History Reduced 84,998 31,741 0.97% 0.99% 132 -779 -0.91% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 83,737 31,270 0.0% 0.01% 133 -43,189 -34.03% Q4 2025 Feb 17, 2026
XML Financial, LLC History Reduced 83,601 31,220 2.55% 2.51% 134 -912 -1.08% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 83,116 31,038 0.03% 0.03% 135 -20,285 -19.62% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 82,301 30,734 0.06% 0.07% 136 +8,004 10.77% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 81,968 30,610 0.02% 0.02% 137 +6,488 8.6% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 79,893 29,835 0.25% 0.19% 138 +14,188 21.59% Q4 2025 Jan 05, 2026
Sequoia Financial Advisors, LLC History Reduced 79,320 29,621 0.17% 0.18% 139 -743 -0.93% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Added to 78,942 29,480 0.37% 0.34% 140 +7,787 10.94% Q4 2025 Feb 09, 2026
Opus Capital Group, LLC History Reduced 78,674 29,380 3.18% 3.27% 141 -860 -1.08% Q4 2025 Jan 30, 2026
Allen Investment Management, LLC History Reduced 77,792 29,045 0.32% 0.34% 142 -5,662 -6.78% Q4 2025 Feb 10, 2026
MAI Capital Management History Reduced 77,471 28,930 0.17% 0.18% 143 -1,754 -2.21% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 77,364 28,890 0.22% 0.22% 144 +14 0.02% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 76,144 28,435 0.08% 0.07% 145 -469 -0.61% Q4 2025 Feb 17, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 76,072 28,408 9.29% 10.01% 146 -2,096 -2.68% Q4 2025 Jan 15, 2026
BTC Capital Management, Inc. History Added to 73,831 27,571 1.92% 1.85% 147 +526 0.72% Q4 2025 Jan 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 71,360 26,648 0.04% 0.14% 148 -186,440 -72.32% Q4 2025 Feb 17, 2026
EQUITY INVESTMENT CORP History New 71,179 26,581 0.54% — 149 +71,179 New Q4 2025 Feb 12, 2026
FineMark National Bank & Trust History Reduced 68,977 25,758 0.8% 0.85% 150 -2,079 -2.93% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 68,084 25,425 0.12% — 151 +68,084 New Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 67,985 25,388 0.29% 0.29% 152 -388 -0.57% Q4 2025 Jan 21, 2026
CITADEL ADVISORS LLC History Reduced 65,695 24,533 0.0% 0.0% 153 -3,058 -4.45% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 63,640 23,765 0.47% 0.47% 154 -1,407 -2.16% Q4 2025 Feb 05, 2026
Robinhood Asset Management, LLC History New 62,369 23,291 1.86% — 155 +62,369 New Q4 2025 Jan 21, 2026
Cornerstone Wealth Group, LLC History Reduced 61,980 23,145 1.58% 1.56% 156 -1,410 -2.22% Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Reduced 61,834 23,091 0.23% 0.23% 157 -606 -0.97% Q4 2025 Feb 13, 2026
DAVIS R M INC History Added to 60,692 22,664 0.39% 0.38% 158 +551 0.92% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 60,594 22,628 0.24% 0.06% 159 +50,596 506.06% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History Reduced 59,853 22,351 0.13% 0.14% 160 -2,040 -3.3% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Added to 59,072 22,059 0.67% 0.4% 161 +25,504 75.98% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 58,962 22,018 0.39% 0.43% 162 +1,751 3.06% Q4 2025 Jan 16, 2026
GM Advisory Group, LLC History Added to 57,879 21,614 0.85% 0.2% 163 +44,897 345.84% Q4 2025 Feb 13, 2026
Single Point Partners, LLC History Reduced 57,292 21,395 4.23% 4.31% 164 -773 -1.33% Q4 2025 Jan 26, 2026
Centerpoint Advisors, LLC History Reduced 56,894 21,246 6.54% 6.58% 165 -1,123 -1.94% Q4 2025 Feb 13, 2026
Trust Point Inc. History No change 56,664 21,160 1.67% 1.67% 166 0 0.0% Q4 2025 Jan 13, 2026
UMB Bank, n.a. History Added to 56,335 21,037 0.28% 0.3% 167 +489 0.88% Q4 2025 Feb 13, 2026
Paragon Capital Management LLC History Reduced 54,814 20,469 10.37% 10.3% 168 -3,571 -6.12% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 53,867 20,253 0.04% 0.04% 169 +226 0.42% Q4 2025 Feb 05, 2026
Johnson Financial Group, Inc. History Added to 53,794 20,088 0.75% 0.72% 170 +1,088 2.06% Q4 2025 Feb 12, 2026
Auxano Advisors, LLC History Reduced 52,161 19,478 3.85% 4.09% 171 -527 -1.0% Q4 2025 Feb 06, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Reduced 51,909 19,384 16.07% 16.95% 172 -1,473 -2.76% Q4 2025 Jan 08, 2026
Koss-Olinger Consulting, LLC History Reduced 51,682 19,300 1.5% 1.54% 173 -3,124 -5.7% Q4 2025 Feb 10, 2026
Austin Private Wealth, LLC History Reduced 51,368 19,183 1.43% 1.5% 174 -2,883 -5.31% Q4 2025 Jan 20, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 51,203 19,121 0.35% 0.4% 175 -318 -0.62% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 51,080 19,075 0.05% 0.03% 176 +22,635 79.57% Q4 2025 Jan 26, 2026
SCS Capital Management LLC History Reduced 49,136 18,349 0.19% 0.21% 177 -2,393 -4.64% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 49,029 18,309 0.01% 0.03% 178 -159,240 -76.46% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 48,430 18,082 0.0% 0.0% 179 +13,050 36.89% Q4 2025 Feb 09, 2026
&PARTNERS History Reduced 47,821 17,993 0.09% 0.19% 180 -31,586 -39.78% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 48,079 17,954 0.1% 0.13% 181 -12,045 -20.03% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Reduced 48,060 17,947 0.08% 0.08% 182 -841 -1.72% Q4 2025 Feb 17, 2026
Heritage Investment Group, Inc. History Reduced 47,976 17,916 2.73% 2.87% 183 -1,000 -2.04% Q4 2025 Jan 30, 2026
Tortoise Investment Management, LLC History Reduced 47,607 17,778 1.56% 1.58% 184 -816 -1.69% Q4 2025 Feb 06, 2026
Rice Partnership, LLC History Reduced 44,992 16,801 2.27% 2.39% 185 -1,018 -2.21% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Reduced 44,467 16,605 0.33% 0.34% 186 -575 -1.28% Q4 2025 Jan 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 43,459 16,225 0.04% 0.02% 187 +25,535 142.46% Q4 2025 Feb 13, 2026
Glassman Wealth Services History Reduced 43,255 16,152 2.18% 2.26% 188 -761 -1.73% Q4 2025 Jan 28, 2026
Integrated Wealth Concepts LLC History Reduced 43,064 16,081 0.19% 0.21% 189 -21,655 -33.46% Q4 2025 Feb 13, 2026
Latigo Investments, LLC History No change 42,556 15,892 7.82% 7.84% 190 0 0.0% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 42,295 15,794 0.18% 0.05% 191 +31,323 285.48% Q4 2025 Feb 02, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 42,267 15,784 0.91% 0.88% 192 +13,141 45.12% Q4 2025 Feb 09, 2026
New England Private Wealth Advisors LLC History Reduced 42,236 15,772 1.96% 2.05% 193 -302 -0.71% Q4 2025 Feb 13, 2026
YHB Investment Advisors, Inc. History Added to 42,179 15,751 1.09% 1.12% 194 +366 0.88% Q4 2025 Jan 16, 2026
BESSEMER GROUP INC History Reduced 42,063 15,709 0.02% 0.02% 195 -1,650 -3.77% Q4 2025 Feb 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 41,161 15,371 1.77% 1.9% 196 +289 0.71% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 41,092 15,345 0.1% 0.1% 197 -150 -0.36% Q4 2025 Jan 28, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 40,632 15,173 0.4% 0.41% 198 +888 2.23% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 40,168 15,000 0.88% 0.87% 199 +184 0.46% Q4 2025 Jan 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 40,104 14,976 0.32% 0.33% 200 -320 -0.79% Q4 2025 Feb 05, 2026
CHARTIST INC /CA/ History Reduced 39,795 14,860 10.07% 10.17% 201 -966 -2.37% Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 39,558 14,772 0.22% 0.21% 202 -4 -0.01% Q4 2025 Feb 12, 2026
Clarius Group, LLC History No change 39,400 14,713 0.84% 0.85% 203 0 0.0% Q4 2025 Jan 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 38,920 14,534 0.02% 0.01% 204 +22,220 133.05% Q4 2025 Feb 12, 2026
Glenview Trust Co History Reduced 38,775 14,480 0.22% 0.23% 205 -398 -1.02% Q4 2025 Feb 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 37,739 14,093 0.18% 0.18% 206 -100 -0.26% Q4 2025 Jan 22, 2026
JMG Financial Group, Ltd. History Reduced 36,970 13,806 0.39% 0.42% 207 -3,822 -9.37% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 36,615 13,673 0.18% 0.2% 208 -3,081 -7.76% Q4 2025 Jan 30, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 36,141 13,495 10.21% 10.35% 209 -707 -1.92% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 35,715 13,337 0.06% 0.06% 210 +1,633 4.79% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 35,589 13,291 0.03% 0.03% 211 +416 1.18% Q4 2025 Feb 11, 2026
ETF Portfolio Partners, Inc. History Added to 34,995 13,068 3.37% 3.35% 212 +501 1.45% Q4 2025 Jan 20, 2026
Curi Capital, LLC History Added to 34,926 13,043 0.23% 0.23% 213 +63 0.18% Q4 2025 Feb 17, 2026
Advance Capital Management, Inc. History Reduced 34,864 13,019 0.55% 0.56% 214 -243 -0.69% Q4 2025 Jan 06, 2026
M3 Wealth Management, LLC History New 33,698 12,584 10.0% — 216 +33,698 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Reduced 33,698 12,584 10.02% 11.63% 215 -683 -1.99% Q4 2025 Feb 09, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 33,477 12,501 0.66% 1.05% 217 +181 0.54% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History Reduced 32,858 12,270 0.14% 0.15% 218 -3,810 -10.39% Q4 2025 Feb 13, 2026
FIDUCIARY COUNSELLING INC History No change 32,448 12,117 32.16% 31.62% 219 0 0.0% Q4 2025 Feb 03, 2026
TUDOR INVESTMENT CORP ET AL History Added to 31,788 11,870 0.02% 29.45% 220 +14,432 83.15% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History No change 31,779 11,867 0.2% 0.2% 221 0 0.0% Q4 2025 Jan 28, 2026
Stratos Wealth Partners, LTD. History Reduced 31,256 11,672 0.13% 0.14% 222 -465 -1.47% Q4 2025 Jan 20, 2026
EP Wealth Advisors, LLC History New 31,217 11,657 0.06% — 223 +31,217 New Q4 2025 Feb 18, 2026
Fire Capital Management LLC History Added to 31,131 11,625 5.8% 6.36% 224 +841 2.78% Q4 2025 Feb 03, 2026
Centennial Bank/AR/ History Reduced 31,090 11,610 4.62% 5.92% 225 -10,134 -24.58% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 30,829 11,512 0.09% 0.09% 226 +4,100 15.34% Q4 2025 Jan 26, 2026
LONDON CO OF VIRGINIA History Added to 30,455 11,373 0.07% 0.0% 227 +29,315 2571.49% Q4 2025 Feb 17, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 30,424 11,361 0.73% 0.76% 228 -77 -0.25% Q4 2025 Jan 20, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 29,731 11,102 0.61% 0.62% 229 -78 -0.26% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 29,630 11,064 0.21% 0.2% 230 +136 0.46% Q4 2025 Feb 04, 2026
Ethos Financial Group, LLC History Reduced 29,239 10,919 0.81% 0.85% 231 -298 -1.01% Q4 2025 Jan 20, 2026
Firestone Capital Management History Reduced 29,168 10,892 2.31% 2.33% 232 -300 -1.02% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Reduced 29,100 10,867 0.0% 0.0% 233 -16,518 -36.21% Q4 2025 Feb 12, 2026
HBK Sorce Advisory LLC History Reduced 28,079 10,629 0.24% 0.26% 234 -420 -1.47% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 28,378 10,597 0.06% 0.04% 235 +7,596 36.55% Q4 2025 Jan 29, 2026
North Star Investment Management Corp. History No change 28,310 10,572 0.66% 0.66% 236 0 0.0% Q4 2025 Jan 30, 2026
Aptus Capital Advisors, LLC History Added to 28,073 10,483 0.08% 0.07% 237 +47 0.17% Q4 2025 Feb 13, 2026
Brown Financial Advisory History Reduced 28,058 10,477 5.3% 5.6% 238 -1,182 -4.04% Q4 2025 Jan 29, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 27,825 10,390 0.07% 0.07% 239 -50 -0.18% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 27,696 10,342 0.08% 0.15% 240 -24,320 -46.75% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Reduced 27,260 10,179 0.76% 0.77% 241 -173 -0.63% Q4 2025 Feb 13, 2026
Cannell & Spears LLC History No change 27,200 10,157 0.19% 0.19% 242 0 0.0% Q4 2025 Feb 17, 2026
Turtle Creek Wealth Advisors, LLC History No change 27,162 10,143 0.8% 0.89% 243 0 0.0% Q4 2025 Jan 28, 2026
Sepio Capital, LP History No change 27,155 10,140 0.55% 0.59% 244 0 0.0% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 27,118 10,126 0.0% 0.0% 245 +2,957 12.24% Q4 2025 Feb 17, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 26,287 9,816 0.93% 0.94% 246 +94 0.36% Q4 2025 Jan 20, 2026
GC Wealth Management RIA, LLC History No change 26,218 9,790 0.36% 0.32% 247 0 0.0% Q4 2025 Jan 30, 2026
CM WEALTH ADVISORS LLC History Added to 26,159 9,768 2.21% 2.49% 248 +268 1.04% Q4 2025 Jan 26, 2026
COREPATH WEALTH PARTNERS LLC History Added to 25,459 9,705 6.51% 5.89% 249 +3,437 15.61% Q4 2025 Jan 15, 2026
Indiana Trust & Investment Management Co History No change 25,598 9,559 2.82% 2.85% 250 0 0.0% Q4 2025 Jan 21, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 25,497 9,521 1.01% 1.04% 251 -195 -0.76% Q4 2025 Jan 09, 2026
FORMULATE FINANCIAL LLC History Added to 25,440 9,500 11.14% 11.25% 252 +613 2.47% Q4 2025 Feb 11, 2026
Summit Wealth Partners, LLC History Reduced 25,335 9,461 1.75% 1.7% 253 -413 -1.6% Q4 2025 Jan 27, 2026
Humankind Investments LLC History No change 25,070 9,362 4.2% 2.1% 254 0 0.0% Q4 2025 Feb 17, 2026
CHILTON INVESTMENT CO INC. History No change 24,550 9,167 0.19% 0.18% 255 0 0.0% Q4 2025 Feb 17, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 24,478 9,141 4.25% 4.39% 256 -224 -0.91% Q4 2025 Jan 15, 2026
Omega Financial Group, LLC History Reduced 24,393 9,109 3.0% 3.04% 257 -711 -2.83% Q4 2025 Jan 28, 2026
Fort Point Capital Partners LLC History Added to 23,903 9,075 1.02% 0.99% 258 +849 3.68% Q4 2025 Feb 13, 2026
Tudor Financial Inc. History Reduced 23,960 8,947 4.58% 4.7% 259 -223 -0.92% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 23,829 8,898 0.19% 0.04% 260 +18,416 340.22% Q4 2025 Feb 18, 2026
Caprock Group, LLC History Reduced 23,765 8,875 0.19% 0.22% 261 -1,918 -7.47% Q4 2025 Jan 28, 2026
Campion Asset Management History Reduced 23,757 8,871 6.16% 8.32% 262 -8,328 -25.96% Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 23,480 8,768 0.84% 0.83% 263 -315 -1.32% Q4 2025 Feb 23, 2026
FIRST TRUST ADVISORS LP History Added to 23,129 8,637 0.01% 0.0% 264 +21,212 1106.52% Q4 2025 Feb 13, 2026
Relyea Zuckerberg Hanson LLC History Added to 23,028 8,599 0.87% 0.88% 265 +5 0.02% Q4 2025 Jan 20, 2026
Pure Financial Advisors, LLC History Reduced 22,994 8,586 1.56% 0.14% 266 -554 -2.35% Q4 2025 Mar 04, 2026
AlTi Global, Inc. History Reduced 22,757 8,498 0.18% 0.2% 267 -109 -0.48% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Reduced 22,121 8,260 0.13% 0.21% 268 -7,766 -25.98% Q4 2025 Feb 13, 2026
NewSquare Capital LLC History Reduced 22,086 8,247 0.73% 0.78% 269 -9,276 -29.58% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 22,081 8,245 0.15% 0.08% 270 +9,895 81.2% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 21,976 8,206 0.05% 0.03% 271 +10,345 88.94% Q4 2025 Feb 17, 2026
Ackerman Asset Management, LLC History No change 21,958 8,199 5.45% 5.75% 272 0 0.0% Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History Reduced 21,804 8,142 0.39% 0.41% 273 -249 -1.13% Q4 2025 Jan 29, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 21,509 8,142 5.91% 5.89% 274 0 0.0% Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History Reduced 21,323 7,962 0.14% 0.18% 275 -447 -2.05% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 20,859 7,789 0.26% 0.26% 276 +54 0.26% Q4 2025 Jan 14, 2026
Stegner Investment Associates Inc. History Reduced 20,740 7,744 4.12% 4.72% 277 -2,808 -11.92% Q4 2025 Jan 30, 2026
Evanson Asset Management, LLC History Added to 20,528 7,665 0.41% 0.41% 278 +702 3.54% Q4 2025 Jan 12, 2026
Integrated Advisors Network LLC History Reduced 20,452 7,637 0.34% 0.33% 279 -858 -4.03% Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Reduced 19,995 7,466 0.93% 1.75% 280 -20,876 -51.08% Q4 2025 Feb 10, 2026
Monument Capital Management History Added to 19,829 7,405 1.84% 1.73% 281 +948 5.02% Q4 2025 Jan 26, 2026
Avestar Capital, LLC History No change 19,699 7,356 0.48% 0.47% 282 0 0.0% Q4 2025 Feb 10, 2026
MATHER GROUP, LLC. History Reduced 19,443 7,260 0.07% 0.07% 283 -371 -1.87% Q4 2025 Jan 13, 2026
Pacific Capital Wealth Advisors, Inc. History No change 19,234 7,182 1.23% 1.22% 284 0 0.0% Q4 2025 Jan 26, 2026
Advisory Services Network, LLC History Added to 19,028 7,105 0.1% 0.1% 285 +680 3.71% Q4 2025 Feb 17, 2026
Litman Gregory Wealth Management LLC History Reduced 18,802 7,021 0.51% 0.63% 286 -4,439 -19.1% Q4 2025 Feb 12, 2026
Breakwater Capital Group History Added to 18,677 6,974 0.97% 0.94% 287 +1,231 7.06% Q4 2025 Jan 09, 2026
Vise Technologies, Inc. History Added to 18,637 6,959 0.14% 0.17% 288 +6,396 52.25% Q4 2025 Feb 11, 2026
REGIONS FINANCIAL CORP History New 18,432 6,883 0.04% — 289 +18,432 New Q4 2025 Jan 27, 2026
NATIXIS ADVISORS, LLC History Reduced 18,373 6,861 0.01% 0.01% 290 -3,638 -16.53% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 18,339 6,848 0.02% 0.02% 291 +2,787 17.92% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Added to 18,277 6,825 0.1% 0.02% 292 +13,426 276.77% Q4 2025 Feb 02, 2026
Diversified Trust Co History Reduced 18,252 6,816 0.13% 0.18% 293 -7,068 -27.91% Q4 2025 Jan 09, 2026
Virtue Capital Management, LLC History New 26,923 6,697 1.03% — 294 +26,923 New Q4 2025 Feb 18, 2026
GQG Partners LLC History Added to 17,826 6,657 0.01% 0.0% 295 +13,947 359.55% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History Reduced 17,767 6,634 0.35% 0.37% 296 -40 -0.22% Q4 2025 Jan 23, 2026
FCA CORP /TX History Added to 17,733 6,622 1.87% 1.8% 297 +46 0.26% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 17,597 6,571 0.02% 0.01% 298 +3,681 26.45% Q4 2025 Feb 13, 2026
Hirtle Callaghan & Co LLC History Reduced 17,595 6,570 0.22% 0.24% 299 -1,154 -6.15% Q4 2025 Feb 04, 2026
WealthTrust Asset Management, LLC History Added to 17,543 6,551 4.58% 3.75% 300 +2,735 18.47% Q4 2025 Feb 04, 2026
Garde Capital, Inc. History Reduced 17,487 6,530 0.39% 0.31% 301 -55 -0.31% Q4 2025 Feb 10, 2026
Bensler, LLC History Reduced 17,322 6,468 0.65% 0.69% 302 -782 -4.32% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Reduced 17,307 6,463 0.29% 0.32% 303 -1,068 -5.81% Q4 2025 Feb 06, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 17,274 6,450 1.09% 1.21% 304 -2,024 -10.49% Q4 2025 Jan 27, 2026
B. Riley Wealth Advisors, Inc. History Added to 17,233 6,435 0.3% 0.27% 305 +1,146 7.12% Q4 2025 Feb 17, 2026
Roble, Belko & Company, Inc History No change 17,183 6,417 0.84% 0.85% 306 0 0.0% Q4 2025 Jan 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 16,922 6,319 0.31% 0.26% 307 +2,753 19.43% Q4 2025 Feb 02, 2026
Sachetta, LLC History Reduced 16,730 6,247 3.42% 10.4% 308 -59,724 -78.12% Q4 2025 Feb 02, 2026
Utah Retirement Systems History New 16,682 6,229 0.06% — 309 +16,682 New Q4 2025 Feb 17, 2026
SigFig Wealth Management, LLC History Reduced 16,245 6,139 0.18% 0.19% 310 -701 -4.14% Q4 2025 Jan 16, 2026
Destination Wealth Management History Reduced 16,382 6,117 0.16% 0.17% 311 -57 -0.35% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 16,330 6,098 0.15% 0.16% 312 -52 -0.32% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Added to 16,209 6,053 0.12% 0.1% 313 +3,255 25.13% Q4 2025 Jan 21, 2026
Maryland State Retirement & Pension System History Added to 16,182 6,043 0.12% 0.09% 314 +4,542 39.02% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 16,189 6,008 0.19% 0.2% 315 -634 -3.77% Q4 2025 Jan 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 16,001 5,975 0.11% 0.11% 316 +481 3.1% Q4 2025 Feb 12, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 15,837 5,914 0.91% 0.94% 317 -202 -1.26% Q4 2025 Jan 12, 2026
Allworth Financial LP History New 15,787 5,895 0.02% — 318 +15,787 New Q4 2025 Feb 05, 2026
Bayshore Capital Advisors, LLC History New 15,776 5,891 2.94% — 319 +15,776 New Q4 2025 Feb 05, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 15,478 5,780 0.12% 0.12% 320 -5 -0.03% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 15,270 5,773 0.14% 0.13% 321 +2,144 16.33% Q4 2025 Jan 28, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 15,440 5,765 2.47% 2.59% 322 -243 -1.55% Q4 2025 Jan 26, 2026
Topel & Distasi Wealth Management, LLC History Reduced 15,355 5,734 2.8% 2.81% 323 -223 -1.43% Q4 2025 Feb 09, 2026
Florida Trust Wealth Management Co History No change 15,250 5,694 0.16% 0.16% 324 0 0.0% Q4 2025 Jan 20, 2026
Financial Engines Advisors L.L.C. History Reduced 15,112 5,643 0.01% 0.01% 325 -686 -4.34% Q4 2025 Feb 12, 2026
Strategic Investment Advisors / MI History Reduced 14,979 5,593 0.48% 0.49% 326 -90,280 -85.77% Q4 2025 Feb 17, 2026
Aspen Capital Management, LLC History Reduced 14,975 5,592 1.38% 1.42% 327 -279 -1.83% Q4 2025 Jan 29, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 14,967 5,589 6.57% 6.53% 328 0 0.0% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Added to 14,944 5,580 0.29% 0.28% 329 +924 6.59% Q4 2025 Mar 04, 2026
LOWERY THOMAS, LLC History Added to 14,923 5,572 3.15% 3.14% 330 +41 0.28% Q4 2025 Jan 26, 2026
Sound View Wealth Advisors Group, LLC History Added to 14,901 5,564 0.37% 0.37% 331 +311 2.13% Q4 2025 Jan 08, 2026
EVOKE WEALTH, LLC History Added to 14,497 5,413 0.1% 0.11% 332 +8 0.06% Q4 2025 Feb 06, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 14,485 5,409 0.16% 0.16% 333 -1,024 -6.6% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 14,358 5,368 0.09% 0.09% 334 -87 -0.6% Q4 2025 Feb 09, 2026
Checchi Capital Advisers, LLC History Added to 14,342 5,356 0.27% 0.25% 335 +1,410 10.9% Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History Added to 14,298 5,339 0.06% 0.05% 336 +2,550 21.71% Q4 2025 Feb 12, 2026
CONSILIO WEALTH ADVISORS, LLC History New 14,277 5,331 1.56% — 337 +14,277 New Q4 2025 Mar 19, 2026
Sageworth Trust Co History No change 14,270 5,328 0.23% 0.24% 338 0 0.0% Q4 2025 Feb 03, 2026
Waldron Private Wealth LLC History Reduced 14,194 5,300 0.21% 0.24% 339 -1,943 -12.04% Q4 2025 Jan 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 14,159 5,287 0.03% 0.03% 340 +349 2.53% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 14,136 5,279 0.0% 0.0% 341 0 0.0% Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Reduced 14,110 5,269 0.08% 0.08% 342 -1,570 -10.01% Q4 2025 Feb 17, 2026
Seneca Financial Advisors LLC History Reduced 14,061 5,251 1.6% 1.75% 343 -618 -4.21% Q4 2025 Jan 26, 2026
XTX Topco Ltd History Added to 13,816 5,159 0.14% 0.25% 344 +762 5.84% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 13,810 5,157 0.02% 0.03% 345 -5,580 -28.78% Q4 2025 Feb 09, 2026
Baker Avenue Asset Management, LP History Reduced 13,782 5,146 0.12% 0.12% 346 -315 -2.23% Q4 2025 Feb 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 13,757 5,137 0.52% 0.53% 347 -65 -0.47% Q4 2025 Jan 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 13,623 5,087 0.0% 0.0% 348 +2,293 20.24% Q4 2025 Jan 23, 2026
Summit Trail Advisors, LLC History Reduced 13,601 5,079 0.09% 0.07% 349 -1,056 -7.2% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 13,459 5,026 0.33% 0.33% 350 +297 2.26% Q4 2025 Jan 23, 2026
St. Clair Advisors, LLC History Added to 13,278 4,958 1.28% 1.24% 351 +489 3.82% Q4 2025 Jan 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 13,141 4,907 0.37% 0.4% 352 -1 -0.01% Q4 2025 Jan 07, 2026
ICONIQ Capital, LLC History Added to 13,096 4,890 0.07% 0.06% 353 +24 0.18% Q4 2025 Feb 13, 2026
Portfolio Resources Advisor Group, Inc. History New 13,087 4,887 4.88% — 355 +13,087 New Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 13,088 4,887 0.55% 0.57% 354 -38 -0.29% Q4 2025 Jan 14, 2026
IFC Advisors LLC History No change 13,072 4,881 0.71% 0.88% 356 0 0.0% Q4 2025 Feb 12, 2026
Crestmont Private Wealth LLC History Added to 13,070 4,880 1.59% 0.55% 357 +8,548 189.03% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 12,995 4,852 0.14% 0.16% 358 -644 -4.72% Q4 2025 Feb 19, 2026
Strategic Blueprint, LLC History Reduced 12,921 4,825 0.28% 0.21% 359 -200 -1.52% Q4 2025 Jan 30, 2026
PEOPLES BANK /OH History No change 12,838 4,794 2.97% 2.88% 360 0 0.0% Q4 2025 Jan 29, 2026
Summit Financial Strategies, Inc. History Reduced 12,743 4,758 0.39% 0.4% 361 -42 -0.33% Q4 2025 Jan 27, 2026
Avidian Wealth Enterprises, LLC History Reduced 12,634 4,718 0.17% 0.18% 362 -328 -2.53% Q4 2025 Feb 02, 2026
Visionary Wealth Advisors History Reduced 12,618 4,712 0.21% 0.22% 363 -112 -0.88% Q4 2025 Feb 13, 2026
Sand Hill Global Advisors, LLC History Reduced 12,591 4,702 0.16% 0.17% 364 -314 -2.43% Q4 2025 Feb 12, 2026
Linscomb Wealth, Inc. History Reduced 12,487 4,663 0.2% 0.2% 365 -498 -3.84% Q4 2025 Feb 10, 2026
Valeo Financial Advisors, LLC History Reduced 12,465 4,654 0.1% 0.1% 366 -2 -0.02% Q4 2025 Feb 04, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 12,350 4,611 0.25% 0.24% 367 +677 5.8% Q4 2025 Jan 13, 2026
OBSIDIAN CIO, LLC History Reduced 12,335 4,606 6.82% 8.29% 368 -160,555 -92.87% Q4 2025 Feb 18, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 12,306 4,596 0.06% 0.06% 369 -680 -5.24% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 12,203 4,557 0.06% 0.05% 370 +915 8.11% Q4 2025 Feb 04, 2026
Elk River Wealth Management LLC History Reduced 12,189 4,551 0.73% 0.71% 371 -16 -0.13% Q4 2025 Feb 06, 2026
Intrua Financial, LLC History Reduced 12,138 4,532 0.48% 0.5% 372 -352 -2.82% Q4 2025 Feb 05, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 12,095 4,516 0.26% 0.25% 373 0 0.0% Q4 2025 Jan 23, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,960 4,466 0.07% 0.06% 374 0 0.0% Q4 2025 Feb 12, 2026
Next Capital Management LLC History Added to 11,948 4,461 1.43% 1.45% 376 +31 0.26% Q4 2025 Feb 11, 2026
PHILADELPHIA TRUST CO History No change 11,946 4,461 0.31% 0.31% 375 0 0.0% Q4 2025 Feb 12, 2026
HFG Advisors, Inc. History Added to 11,781 4,399 3.19% 3.05% 377 +482 4.27% Q4 2025 Feb 13, 2026
J.Safra Asset Management Corp History New 11,765 4,393 0.23% — 378 +11,765 New Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 11,694 4,366 0.08% 0.06% 379 +4,148 54.97% Q4 2025 Jan 16, 2026
Crestwood Advisors Group, LLC History Added to 11,475 4,285 0.07% 0.06% 381 +1,900 19.84% Q4 2025 Feb 03, 2026
D.A. DAVIDSON & CO. History Added to 11,476 4,285 0.03% 0.03% 380 +341 3.06% Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History No change 11,420 4,264 0.13% 0.13% 382 0 0.0% Q4 2025 Jan 23, 2026
Capital Group Private Client Services, Inc. History Reduced 11,408 4,260 0.07% 0.07% 383 -407 -3.44% Q4 2025 Feb 11, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Reduced 11,332 4,231 1.28% 1.36% 384 -547 -4.6% Q4 2025 Jan 13, 2026
Cambridge Financial Group, LLC History Added to 11,761 4,161 1.45% 1.38% 385 +44 0.38% Q4 2025 Jan 09, 2026
Dakota Wealth Management History Reduced 11,104 4,146 0.07% 0.08% 386 -277 -2.43% Q4 2025 Jan 13, 2026
Advisor Resource Council History Added to 10,933 4,128 1.47% 2.24% 387 +6,394 140.87% Q4 2025 Feb 10, 2026
Calamos Wealth Management LLC History Added to 10,936 4,084 0.14% 0.14% 388 +536 5.15% Q4 2025 Jan 29, 2026
Americana Partners, LLC History No change 10,930 4,081 0.11% 0.12% 389 0 0.0% Q4 2025 Feb 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 10,691 3,992 0.26% 0.26% 390 +12 0.11% Q4 2025 Jan 26, 2026
FSA WEALTH PARTNERS, INC. History Reduced 10,643 3,974 1.43% 1.51% 391 -66 -0.62% Q4 2025 Jan 30, 2026
VANGUARD GROUP INC History Reduced 10,592 3,955 0.0% 0.0% 392 -642 -5.71% Q4 2025 Jan 29, 2026
Accredited Investors Inc. History Reduced 10,511 3,925 0.21% 0.22% 393 -232 -2.16% Q4 2025 Feb 05, 2026
Harbour Capital Advisors, LLC History Reduced 10,480 3,922 0.8% 0.86% 394 -1,000 -8.71% Q4 2025 Jan 07, 2026
EverSource Wealth Advisors, LLC History Reduced 10,502 3,921 0.14% 0.23% 395 -5,646 -34.96% Q4 2025 Feb 06, 2026
ORG Partners LLC History Reduced 10,407 3,886 0.68% 0.7% 396 -68 -0.65% Q4 2025 Jan 14, 2026
Northern Lights Advisors, Inc. History New 10,400 3,883 2.66% — 397 +10,400 New Q4 2025 Apr 20, 2026
Snowden Capital Advisors LLC History Added to 10,389 3,879 0.1% 0.01% 398 +9,701 1410.03% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 10,374 3,874 0.02% 0.02% 399 -340 -3.17% Q4 2025 Feb 12, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 10,360 3,868 1.42% 0.97% 400 +3,026 41.26% Q4 2025 Jan 21, 2026
Belpointe Asset Management LLC History Reduced 10,345 3,863 0.14% 0.15% 401 -559 -5.13% Q4 2025 Jan 27, 2026
J.W. COLE ADVISORS, INC. History Reduced 12,838 3,858 0.09% 0.09% 402 -261 -1.99% Q4 2025 Feb 11, 2026
Horizon Investment Services, LLC History Added to 10,322 3,855 1.39% 1.42% 403 +7 0.07% Q4 2025 Feb 13, 2026
Lansing Street Advisors History Added to 10,286 3,841 0.98% 0.99% 404 +30 0.29% Q4 2025 Jan 26, 2026
Plancorp, LLC History Reduced 10,229 3,819 0.12% 0.13% 405 -1,091 -9.64% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Reduced 10,219 3,816 0.13% 0.13% 406 -197 -1.89% Q4 2025 Jan 20, 2026
One Wealth Map LLC History Added to 9,946 3,785 1.93% 1.92% 407 +269 2.78% Q4 2025 Feb 04, 2026
MKD WEALTH COACHES, LLC History Reduced 10,107 3,774 3.77% 3.68% 408 -4 -0.04% Q4 2025 Jan 12, 2026
Center for Wealth Management Advisory History New 10,096 3,770 2.78% — 409 +10,096 New Q4 2025 Apr 10, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 9,966 3,721 0.78% 0.91% 410 -1,369 -12.08% Q4 2025 Jan 07, 2026
Evensky & Katz LLC History Added to 9,923 3,705 0.21% 0.21% 411 +11 0.11% Q4 2025 Feb 05, 2026
Annex Advisory Services, LLC History Added to 9,821 3,667 0.07% 0.02% 412 +7,697 362.38% Q4 2025 Jan 26, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 9,804 3,661 0.23% 0.24% 413 -127 -1.28% Q4 2025 Feb 17, 2026
MITCHELL SINKLER & STARR/PA History Added to 9,700 3,622 1.64% 1.59% 414 +50 0.52% Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History Reduced 9,668 3,610 0.71% 0.73% 415 -218 -2.21% Q4 2025 Jan 28, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 9,661 3,607 0.07% 0.07% 416 -196 -1.99% Q4 2025 Feb 10, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Reduced 9,563 3,571 0.86% 0.88% 417 -15 -0.16% Q4 2025 Jan 23, 2026
Haverford Trust Co History No change 9,541 3,562 0.03% 0.03% 418 0 0.0% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 9,449 3,554 0.13% 0.11% 419 +4,398 87.07% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 9,399 3,509 0.0% 0.0% 420 +1,958 26.31% Q4 2025 Feb 13, 2026
Mill Creek Capital Advisors, LLC History Reduced 9,396 3,508 0.07% 0.08% 421 -1,261 -11.83% Q4 2025 Feb 13, 2026
First Western Trust Bank History No change 9,329 3,483 0.17% 0.16% 422 0 0.0% Q4 2025 Feb 12, 2026
LMCG INVESTMENTS, LLC History Added to 9,274 3,463 0.2% 0.2% 423 +89 0.97% Q4 2025 Feb 03, 2026
Kera Capital Partners, Inc. History Reduced 9,150 3,462 0.43% 0.5% 424 -2 -0.02% Q4 2025 Feb 23, 2026
Ashford Advisors, LLC History No change 9,105 3,400 0.74% 0.74% 425 0 0.0% Q4 2025 Jan 23, 2026
Ellis Investment Partners, LLC History Reduced 9,063 3,384 0.59% 0.61% 426 -237 -2.55% Q4 2025 Feb 02, 2026
WELCH & FORBES LLC History No change 9,045 3,377 0.04% 0.04% 427 0 0.0% Q4 2025 Feb 10, 2026
KM Capital Management Ltd. History Added to 9,033 3,373 1.72% 1.5% 428 +175 1.98% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 9,021 3,368 0.02% 0.02% 429 -387 -4.11% Q4 2025 Jan 13, 2026
Russell Investments Group, Ltd. History Added to 8,950 3,342 0.0% 0.0% 430 +7,322 449.75% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 8,873 3,313 0.01% 0.0% 431 +7 0.08% Q4 2025 Feb 17, 2026
Ullmann Wealth Partners Group, LLC History No change 8,846 3,305 0.34% 0.35% 432 0 0.0% Q4 2025 Feb 12, 2026
SVB WEALTH LLC History Added to 8,840 3,301 0.19% 0.16% 433 +496 5.94% Q4 2025 Feb 04, 2026
Chevy Chase Trust Holdings, LLC History Reduced 8,828 3,296 0.01% 0.01% 434 -284 -3.12% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Added to 8,800 3,286 0.19% 0.08% 435 +4,685 113.85% Q4 2025 Feb 17, 2026
Corundum Group, Inc. History Added to 8,798 3,285 1.1% 1.28% 436 +274 3.21% Q4 2025 Jan 12, 2026
GHP Investment Advisors, Inc. History Reduced 8,792 3,283 0.14% 0.14% 437 -24 -0.27% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 8,754 3,269 0.07% 0.07% 438 +253 2.98% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Added to 8,703 3,250 0.07% 0.08% 439 +188 2.21% Q4 2025 Feb 06, 2026
Capital International Investors History Added to 8,619 3,242 0.0% 0.0% 440 +4,182 94.25% Q4 2025 Feb 11, 2026
Security Financial Services, INC. History Reduced 8,678 3,240 0.51% 0.53% 441 -228 -2.56% Q4 2025 Jan 27, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 8,498 3,173 0.24% 0.34% 442 -876 -9.34% Q4 2025 Jan 27, 2026
Bear Mountain Capital, Inc. History No change 8,296 3,149 1.02% 1.02% 443 0 0.0% Q4 2025 Jan 22, 2026
SCHARF INVESTMENTS, LLC History New 8,313 3,104 0.08% — 444 +8,313 New Q4 2025 Jan 15, 2026
Cornerstone Advisory, LLC History Added to 8,291 3,096 0.3% 0.3% 445 +11 0.13% Q4 2025 Jan 28, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 8,280 3,092 3.04% — 446 +8,280 New Q4 2025 Jan 26, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,124 3,033 0.15% 0.15% 447 0 0.0% Q4 2025 Feb 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 8,115 3,030 0.43% 0.47% 448 0 0.0% Q4 2025 Jan 12, 2026
Atria Investments, Inc History Added to 8,003 2,988 0.03% 0.02% 449 +2,528 46.17% Q4 2025 Feb 05, 2026
CERTUITY, LLC History No change 7,957 2,971 0.19% 0.2% 450 0 0.0% Q4 2025 Jan 30, 2026
BEACON FINANCIAL GROUP History New 7,937 2,964 0.29% — 451 +7,937 New Q4 2025 Apr 01, 2026
SMITH, MOORE & CO. History Added to 7,924 2,958 0.22% 0.22% 452 +234 3.04% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 7,904 2,951 0.04% 0.02% 453 +4,106 108.11% Q4 2025 Jan 29, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Added to 7,847 2,930 0.68% 0.62% 454 +365 4.88% Q4 2025 Feb 13, 2026
Red Tortoise LLC History Reduced 7,830 2,923 1.24% 1.29% 455 -285 -3.51% Q4 2025 Jan 22, 2026
Gotham Asset Management, LLC History No change 7,815 2,918 0.01% 0.01% 456 0 0.0% Q4 2025 Feb 17, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 7,795 2,910 1.25% 1.3% 457 -100 -1.27% Q4 2025 Jan 12, 2026
Selby Wealth Management, LLC History New 7,785 2,907 1.17% — 459 +7,785 New Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Added to 7,785 2,907 0.44% 0.43% 458 +272 3.62% Q4 2025 Jan 08, 2026
Trustees of Columbia University in the City of New York History New 7,775 2,903 0.35% — 460 +7,775 New Q4 2025 Feb 13, 2026
TFC Financial Management, Inc. History No change 7,764 2,899 0.36% 0.36% 461 0 0.0% Q4 2025 Jan 23, 2026
Plum Street Advisors, LLC History Reduced 7,757 2,896 1.03% 1.25% 462 -1,084 -12.26% Q4 2025 Feb 13, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 7,641 2,853 0.61% 0.61% 463 +69 0.91% Q4 2025 Feb 10, 2026
Fragasso Financial Advisors Inc History Reduced 7,631 2,849 0.17% 0.18% 464 -300 -3.78% Q4 2025 Jan 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 7,593 2,835 0.05% 0.04% 465 +66 0.88% Q4 2025 Jan 13, 2026
Prime Capital Investment Advisors, LLC History Added to 7,572 2,827 0.03% 0.03% 466 +1,083 16.69% Q4 2025 Jan 21, 2026
Acropolis Investment Management, LLC History No change 7,558 2,822 0.13% 0.13% 467 0 0.0% Q4 2025 Jan 14, 2026
Capital Investment Management, Inc. History New 7,552 2,820 0.99% — 468 +7,552 New Q4 2025 Apr 10, 2026
Fiera Capital Corp History No change 7,542 2,816 0.01% 0.01% 469 0 0.0% Q4 2025 Feb 11, 2026
Johnson Financial Group, LLC History New 7,319 2,733 0.17% — 470 +7,319 New Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 7,307 2,729 0.13% 0.13% 471 -134 -1.8% Q4 2025 Jan 20, 2026
Lutz Financial Services LLC History New 7,304 2,727 0.19% — 472 +7,304 New Q4 2025 Feb 06, 2026
CFM WEALTH PARTNERS LLC History Added to 7,274 2,716 0.39% 0.38% 473 +52 0.72% Q4 2025 Jan 27, 2026
Dorsey & Whitney Trust CO LLC History Added to 7,271 2,715 0.14% 0.13% 474 +608 9.13% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Reduced 7,258 2,710 0.13% 0.26% 475 -229 -3.06% Q4 2025 Feb 17, 2026
Brand Asset Management Group, Inc. History Reduced 7,224 2,697 0.75% 0.75% 476 -67 -0.92% Q4 2025 Feb 11, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 7,222 2,696 0.89% 0.89% 477 -30 -0.41% Q4 2025 Jan 22, 2026
SAGE FINANCIAL GROUP INC History No change 7,176 2,679 0.18% 0.18% 478 0 0.0% Q4 2025 Jan 27, 2026
DWR WEALTH MANAGEMENT, LLC History New 7,117 2,677 2.48% — 479 +7,117 New Q4 2025 Mar 31, 2026
One Wealth Advisors, LLC History Added to 7,153 2,671 0.33% 0.31% 480 +498 7.48% Q4 2025 Feb 02, 2026
Mayflower Financial Advisors, LLC History Added to 7,107 2,654 0.32% 0.31% 481 +385 5.73% Q4 2025 Jan 13, 2026
Gemmer Asset Management LLC History No change 7,098 2,650 0.2% 0.21% 482 0 0.0% Q4 2025 Jan 23, 2026
HUB Investment Partners, LLC History Reduced 7,055 2,634 0.07% 0.09% 483 -291 -3.96% Q4 2025 Feb 17, 2026
Gryphon Financial Partners LLC History Reduced 6,983 2,607 0.28% 0.3% 485 -155 -2.17% Q4 2025 Jan 08, 2026
ZWJ INVESTMENT COUNSEL INC History No change 6,982 2,607 0.09% 0.09% 484 0 0.0% Q4 2025 Jan 23, 2026
Foundation Wealth Management, LLC\PA History No change 6,979 2,606 0.95% 0.99% 486 0 0.0% Q4 2025 Jan 15, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 6,880 2,569 0.28% 0.29% 487 -454 -6.19% Q4 2025 Jan 29, 2026
NorthCrest Asset Manangement, LLC History Added to 6,793 2,561 0.06% 0.06% 489 +51 0.76% Q4 2025 Jan 08, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 6,859 2,561 0.43% 0.43% 488 0 0.0% Q4 2025 Jan 15, 2026
MEMBERS WEALTH LLC History Added to 6,727 2,554 1.6% 1.42% 490 +625 10.24% Q4 2025 Jan 28, 2026
Joel Isaacson & Co., LLC History Reduced 6,826 2,549 0.08% 0.09% 491 -333 -4.65% Q4 2025 Jan 30, 2026
Nadler Financial Group, Inc. History Reduced 6,810 2,543 0.24% 0.26% 492 -525 -7.16% Q4 2025 Jan 28, 2026
Connecticut Wealth Management, LLC History Added to 6,803 2,540 0.11% 0.11% 493 +1 0.01% Q4 2025 Feb 12, 2026
McNamara Financial Services, Inc. History Reduced 6,793 2,536 0.48% 0.5% 494 -533 -7.28% Q4 2025 Jan 21, 2026
Forum Financial Management, LP History Added to 6,785 2,533 0.03% 0.03% 495 +66 0.98% Q4 2025 Jan 27, 2026
Genesee Capital Advisors, LLC History Reduced 6,781 2,532 1.02% 1.46% 496 -2,386 -26.03% Q4 2025 Jan 16, 2026
FULTON BANK, N.A. History Added to 6,766 2,526 0.09% 0.03% 497 +4,771 239.15% Q4 2025 Jan 08, 2026
WEBSTER BANK, N. A. History No change 6,697 2,500 0.23% 0.24% 498 0 0.0% Q4 2025 Jan 23, 2026
Sellwood Investment Partners LLC History No change 6,690 2,498 0.98% 0.97% 499 0 0.0% Q4 2025 Jan 26, 2026
Meramec Financial Planners, LLC History New 6,590 2,494 0.97% — 500 +6,590 New Q4 2025 Feb 10, 2026
CAHILL FINANCIAL ADVISORS INC History No change 6,644 2,481 0.27% 0.28% 501 0 0.0% Q4 2025 Feb 18, 2026
Wick Capital Partners, LLC History Added to 6,607 2,467 0.44% 0.57% 502 +58 0.89% Q4 2025 Mar 02, 2026
Global Retirement Partners, LLC History Added to 6,549 2,445 0.04% 0.03% 503 +2,296 53.99% Q4 2025 Feb 06, 2026
LANDAAS & CO /WI /ADV History No change 6,515 2,432 0.54% 0.54% 504 0 0.0% Q4 2025 Jan 21, 2026
Parallel Advisors, LLC History Reduced 6,497 2,426 0.04% 0.04% 505 -218 -3.25% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 6,489 2,423 0.01% 0.01% 506 -562 -7.97% Q4 2025 Feb 12, 2026
TSA Wealth Managment LLC History Reduced 6,486 2,422 0.8% 0.82% 507 -135 -2.04% Q4 2025 Jan 22, 2026
Eagle Bay Advisors LLC History Reduced 6,473 2,417 1.76% 1.94% 508 -300 -4.43% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 6,440 2,404 0.04% 0.02% 509 +3,940 157.6% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Added to 6,423 2,398 0.09% 0.09% 510 +89 1.41% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History Added to 6,414 2,395 0.0% 0.0% 511 +1,045 19.46% Q4 2025 Feb 09, 2026
River Wealth Advisors LLC History No change 6,398 2,389 0.27% 0.27% 512 0 0.0% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 6,348 2,388 0.0% 0.01% 513 -6,148 -49.2% Q4 2025 Feb 13, 2026
Sightline Wealth Advisors, LLC History Added to 6,395 2,388 1.02% 0.79% 515 +1,596 33.26% Q4 2025 Jan 26, 2026
GenWealth Group, Inc. History Reduced 6,294 2,388 0.41% 0.43% 514 -16 -0.25% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Added to 6,376 2,381 0.05% 0.05% 516 +778 13.9% Q4 2025 Feb 13, 2026
Allegheny Financial Group History Added to 6,356 2,373 0.35% 0.43% 517 +3 0.05% Q4 2025 Feb 02, 2026
ASSOCIATED BANC-CORP History Added to 6,354 2,372 0.06% 0.06% 518 +366 6.11% Q4 2025 Feb 06, 2026
Broadview Financial Management, LLC History Reduced 6,348 2,370 1.59% 1.58% 519 -47 -0.73% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 6,346 2,369 0.13% 0.14% 520 -49 -0.77% Q4 2025 Feb 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 6,335 2,365 0.03% 0.03% 521 -46 -0.72% Q4 2025 Feb 10, 2026
Cypress Wealth Services, LLC History Reduced 6,332 2,364 0.33% 0.38% 522 -1 -0.02% Q4 2025 Jan 14, 2026
Alpha Cubed Investments, LLC History Reduced 6,324 2,361 0.08% 0.08% 523 -212 -3.24% Q4 2025 Feb 03, 2026
AE Wealth Management LLC History Added to 6,177 2,306 0.01% 0.01% 524 +597 10.7% Q4 2025 Jan 26, 2026
Vision Capital Management, Inc. History Reduced 6,146 2,295 0.28% 0.28% 525 -13 -0.21% Q4 2025 Jan 27, 2026
Rossmore Private Capital History No change 6,095 2,276 0.2% 0.24% 526 0 0.0% Q4 2025 Feb 05, 2026
SB Capital Management Inc History New 6,027 2,250 0.82% — 527 +6,027 New Q4 2025 Feb 20, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 6,026 2,250 0.22% 0.09% 528 +3,606 149.01% Q4 2025 Feb 02, 2026
ASSETMARK, INC History Reduced 6,020 2,248 0.0% 0.0% 529 -126 -2.05% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History Added to 5,966 2,227 0.03% 0.03% 530 +544 10.03% Q4 2025 Feb 09, 2026
Bawa N Mallick Trust History No change 5,960 2,225 0.83% 0.82% 531 0 0.0% Q4 2025 Mar 12, 2026
Berman McAleer LLC History Added to 5,944 2,219 0.3% 0.3% 532 +18 0.3% Q4 2025 Feb 05, 2026
GenTrust, LLC History No change 5,942 2,218 0.1% 0.1% 533 0 0.0% Q4 2025 Feb 02, 2026
Horst & Graben Wealth Management LLC History Reduced 5,932 2,215 0.33% 0.33% 534 -7 -0.12% Q4 2025 Jan 27, 2026
Ardent Capital Management, Inc. History No change 5,902 2,204 0.87% 0.91% 535 0 0.0% Q4 2025 Feb 12, 2026
Truepoint, Inc. History No change 5,858 2,187 0.05% 0.05% 536 0 0.0% Q4 2025 Feb 11, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Added to 5,843 2,182 0.04% 0.01% 537 +4,031 222.46% Q4 2025 Feb 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 5,836 2,179 0.04% 0.04% 538 -493 -7.79% Q4 2025 Feb 05, 2026
Paul R. Ried Financial Group, LLC History No change 5,837 2,179 1.03% 1.08% 539 0 0.0% Q4 2025 Feb 06, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 5,732 2,175 0.32% 0.33% 540 +2,866 100.0% Q4 2025 Jan 07, 2026
FIRST HORIZON CORP History Reduced 5,793 2,163 0.1% 0.11% 541 -335 -5.47% Q4 2025 Jan 27, 2026
Manchester Capital Management LLC History Added to 5,774 2,156 0.29% 0.28% 542 +112 1.98% Q4 2025 Feb 11, 2026
Smithfield Trust Co History Reduced 5,771 2,155 0.1% 0.09% 543 -7 -0.12% Q4 2025 Feb 09, 2026
CAPITAL CITY TRUST CO/FL History No change 5,757 2,149 0.48% 0.51% 544 0 0.0% Q4 2025 Feb 03, 2026
Summit Financial, LLC History Added to 5,737 2,142 0.03% 0.03% 545 +155 2.78% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 5,700 2,128 0.03% 0.01% 546 +3,889 214.74% Q4 2025 Mar 12, 2026
XPONANCE LLC History Reduced 5,557 2,075 0.02% 0.03% 547 -4,824 -46.47% Q4 2025 Feb 12, 2026
Ausdal Financial Partners, Inc. History Added to 5,506 2,056 0.1% 0.08% 548 +874 18.87% Q4 2025 Feb 13, 2026
ADE, LLC History Added to 5,494 2,051 0.99% 1.01% 549 +4 0.07% Q4 2025 Feb 10, 2026
Nemes Rush Group LLC History Added to 5,478 2,045 0.19% 0.2% 550 +68 1.26% Q4 2025 Feb 11, 2026
TSFG, LLC History Reduced 5,460 2,039 0.3% 0.32% 551 -13 -0.24% Q4 2025 Feb 04, 2026
Auour Investments LLC History Reduced 5,453 2,036 0.65% 0.65% 552 -26 -0.47% Q4 2025 Jan 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 5,427 2,026 0.03% 0.03% 553 -34 -0.62% Q4 2025 Feb 10, 2026
Aspen Investment Management Inc History Added to 5,386 2,011 0.61% 0.49% 554 +1,944 56.48% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History Reduced 5,373 2,006 0.13% 0.14% 555 -143 -2.59% Q4 2025 Jan 26, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 5,364 2,003 0.71% 0.7% 556 -19 -0.35% Q4 2025 Jan 21, 2026
Hoxton Planning & Management, LLC History Reduced 5,334 1,991 0.6% 0.64% 557 -71 -1.31% Q4 2025 Feb 11, 2026
Westshore Wealth, LLC History No change 5,326 1,988 0.66% 0.66% 558 0 0.0% Q4 2025 Feb 25, 2026
SC&H Financial Advisors, Inc. History Added to 5,276 1,970 0.3% 0.31% 559 +3 0.06% Q4 2025 Jan 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 5,270 1,968 0.03% 0.03% 560 +43 0.82% Q4 2025 Feb 09, 2026
Cyndeo Wealth Partners, LLC History Added to 5,246 1,959 0.11% 0.02% 561 +4,308 459.28% Q4 2025 Jan 07, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 5,239 1,956 0.41% 0.42% 562 -42 -0.8% Q4 2025 Jan 21, 2026
Asempa Wealth Advisors History New 5,237 1,955 1.68% — 563 +5,237 New Q4 2025 Jan 08, 2026
Talisman Wealth Advisors LLC History No change 5,223 1,954 1.52% 1.58% 564 0 0.0% Q4 2025 Feb 20, 2026
AVISO WEALTH MANAGEMENT History New 5,200 1,941 0.82% — 565 +5,200 New Q4 2025 Feb 13, 2026
Lunt Capital Management, Inc. History No change 5,193 1,939 0.73% 0.73% 566 0 0.0% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History Added to 5,155 1,925 0.07% 0.06% 567 +452 9.61% Q4 2025 Jan 12, 2026
WEALTH ALLIANCE, LLC History Added to 5,147 1,922 0.19% 0.18% 569 +424 8.98% Q4 2025 Feb 13, 2026
Sharkey, Howes & Javer History Added to 5,149 1,922 0.24% 0.24% 568 +10 0.19% Q4 2025 Jan 13, 2026
Livet Wealth, LLC History New 5,144 1,921 1.18% — 570 +5,144 New Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 5,120 1,912 0.22% 0.22% 571 +72 1.43% Q4 2025 Feb 17, 2026
Detalus Advisors, LLC History Reduced 5,112 1,909 0.47% 0.49% 572 -67 -1.29% Q4 2025 Feb 03, 2026
Simmons Bank History No change 5,108 1,907 0.13% 0.12% 573 0 0.0% Q4 2025 Feb 05, 2026
Legacy Edge Advisors, LLC History New 5,092 1,901 0.21% — 574 +5,092 New Q4 2025 Feb 02, 2026
Carrera Capital Advisors History Added to 5,065 1,891 0.32% 0.33% 575 +15 0.3% Q4 2025 Jan 30, 2026
Capital Asset Advisory Services LLC History Added to 4,979 1,889 0.08% 0.07% 576 +325 6.98% Q4 2025 Jan 09, 2026
Jump Financial, LLC History Reduced 5,051 1,886 0.02% 0.05% 577 -7,376 -59.35% Q4 2025 Feb 17, 2026
Fiduciary Wealth Partners, LLC History No change 5,009 1,870 0.77% 0.77% 578 0 0.0% Q4 2025 Jan 28, 2026
Advisors Capital Management, LLC History Reduced 4,982 1,860 0.02% 0.02% 579 -345 -6.48% Q4 2025 Jan 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 4,979 1,859 0.03% 0.04% 580 +325 6.98% Q4 2025 Feb 19, 2026
Finley Financial, LLC History Reduced 4,965 1,854 0.85% 1.08% 581 -1,420 -22.24% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History Reduced 4,860 1,814 0.1% 0.1% 582 -93 -1.88% Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History Added to 4,853 1,812 0.09% 0.1% 584 +241 5.23% Q4 2025 Jan 07, 2026
WESBANCO BANK INC History Reduced 4,853 1,812 0.05% 0.05% 583 -160 -3.19% Q4 2025 Feb 03, 2026
Box Hill Private Wealth LLC History New 4,836 1,805 1.83% — 585 +4,836 New Q4 2025 Feb 09, 2026
Westmount Partners, LLC History No change 4,819 1,799 0.45% 0.46% 586 0 0.0% Q4 2025 Jan 15, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 4,810 1,796 0.7% 0.67% 587 0 0.0% Q4 2025 Feb 13, 2026
Greenspring Advisors, LLC History New 4,800 1,792 0.11% — 588 +4,800 New Q4 2025 Feb 10, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 4,782 1,788 1.51% — 589 +4,782 New Q4 2025 Jan 20, 2026
Argent Trust Co History No change 4,772 1,782 0.06% 0.06% 590 0 0.0% Q4 2025 Feb 10, 2026
VestGen Advisors, LLC History Reduced 4,761 1,777 0.08% 0.06% 591 -235 -4.7% Q4 2025 Feb 17, 2026
Morton Capital Management LLC/CA History No change 4,730 1,766 0.27% 0.28% 592 0 0.0% Q4 2025 Feb 03, 2026
Parisi Gray Wealth Management History Reduced 4,722 1,763 0.4% 0.45% 593 -2 -0.04% Q4 2025 Jan 07, 2026
EQ LLC History Added to 4,695 1,753 0.51% 0.55% 594 +239 5.36% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Added to 4,656 1,738 0.06% 0.06% 595 +63 1.37% Q4 2025 Feb 04, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 4,646 1,735 0.95% 0.92% 596 +10 0.22% Q4 2025 Jan 02, 2026
FIRST FINANCIAL CORP /IN/ History No change 4,597 1,716 0.65% 0.66% 597 0 0.0% Q4 2025 Jan 13, 2026
LEE DANNER & BASS INC History Reduced 4,595 1,715 0.12% 0.14% 598 -615 -11.8% Q4 2025 Jan 29, 2026
Roundview Capital LLC History No change 4,570 1,706 0.1% 0.11% 599 0 0.0% Q4 2025 Feb 09, 2026
Wedmont Private Capital History Reduced 4,480 1,694 0.06% 0.07% 600 -354 -7.32% Q4 2025 Jan 08, 2026
Frank, Rimerman Advisors LLC History No change 4,535 1,693 0.11% 0.11% 601 0 0.0% Q4 2025 Jan 15, 2026
Cadence Bank History No change 4,528 1,690 0.1% 0.1% 602 0 0.0% Q4 2025 Jan 30, 2026
GRANDFIELD & DODD, LLC History No change 4,523 1,689 0.1% 0.09% 603 0 0.0% Q4 2025 Feb 10, 2026
MidFirst Bank History New 4,504 1,681 0.13% — 604 +4,504 New Q4 2025 Feb 25, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 4,487 1,675 0.0% 0.01% 605 -5,813 -56.44% Q4 2025 Feb 10, 2026
CFS Investment Advisory Services, LLC History Reduced 4,482 1,673 0.12% 0.13% 606 -167 -3.59% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 4,475 1,671 0.05% 0.07% 607 +82 1.87% Q4 2025 Jan 20, 2026
MorganRosel Wealth Management, LLC History New 4,472 1,670 0.42% — 609 +4,472 New Q4 2025 Feb 13, 2026
Stordahl Capital Management, Inc. History No change 4,474 1,670 0.34% 0.34% 608 0 0.0% Q4 2025 Jan 27, 2026
Optivise Advisory Services LLC History Added to 4,432 1,655 0.95% 0.96% 610 +27 0.61% Q4 2025 Jan 12, 2026
CONNABLE OFFICE INC History Added to 4,398 1,642 0.15% 0.15% 611 +18 0.41% Q4 2025 Feb 03, 2026
Certified Advisory Corp History Reduced 4,387 1,638 0.15% 0.16% 612 -156 -3.43% Q4 2025 Jan 12, 2026
SouthState Bank Corp History Reduced 4,363 1,629 0.07% 0.07% 613 -15 -0.34% Q4 2025 Feb 11, 2026
NewEdge Wealth, LLC History Added to 4,346 1,623 0.02% 0.02% 614 +315 7.81% Q4 2025 Feb 03, 2026
17 CAPITAL PARTNERS, LLC History Reduced 4,335 1,618 0.83% 0.95% 615 -423 -8.89% Q4 2025 Feb 13, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 4,323 1,614 0.57% 0.58% 616 -76 -1.73% Q4 2025 Feb 09, 2026
Fifth Third Wealth Advisors LLC History No change 4,301 1,606 0.06% 0.06% 617 0 0.0% Q4 2025 Jan 15, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 4,244 1,584 0.15% 0.14% 618 0 0.0% Q4 2025 Feb 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 4,221 1,576 0.07% 0.07% 619 0 0.0% Q4 2025 Feb 09, 2026
SILVER OAK SECURITIES, INCORPORATED History New 4,148 1,560 0.11% — 620 +4,148 New Q4 2025 Jan 15, 2026
Focus Partners Advisor Solutions, LLC History Reduced 4,179 1,560 0.02% 0.02% 621 -765 -15.47% Q4 2025 Feb 11, 2026
Coastline Trust Co History Reduced 4,176 1,559 0.15% 0.23% 622 -1,581 -27.46% Q4 2025 Jan 05, 2026
Balance Wealth, LLC History Reduced 4,172 1,557 0.5% 0.39% 623 -106 -2.48% Q4 2025 Jan 21, 2026
Kendall Capital Management History Added to 4,168 1,556 0.33% 0.3% 624 +476 12.89% Q4 2025 Jan 16, 2026
Callan Family Office, LLC History No change 4,154 1,551 0.03% 0.05% 625 0 0.0% Q4 2025 Feb 12, 2026
James J. Burns & Company, LLC History Reduced 3,980 1,486 0.21% 0.23% 626 -258 -6.09% Q4 2025 Jan 23, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Reduced 3,969 1,482 0.88% 0.99% 627 -532 -11.82% Q4 2025 Jan 26, 2026
Betterment LLC History Added to 3,958 1,478 0.0% 0.0% 628 +1,418 55.83% Q4 2025 Feb 12, 2026
Eagle Strategies LLC History Added to 3,946 1,473 0.19% 0.19% 629 +142 3.73% Q4 2025 Jan 23, 2026
Neumann Capital Management, LLC History No change 3,938 1,470 0.42% 0.42% 630 0 0.0% Q4 2025 Jan 14, 2026
McCarthy Asset Management, Inc. History Reduced 3,930 1,467 0.77% 0.92% 631 -5 -0.13% Q4 2025 Feb 03, 2026
Pacific Park Financial, Inc. History New 3,897 1,455 0.91% — 632 +3,897 New Q4 2025 Jan 30, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,894 1,454 0.01% 0.02% 634 -885 -18.52% Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History Reduced 3,896 1,454 0.06% 0.07% 633 -421 -9.75% Q4 2025 Feb 02, 2026
Balentine LLC History No change 3,868 1,444 0.05% 0.05% 635 0 0.0% Q4 2025 Feb 02, 2026
Tanager Wealth Management LLP History Added to 3,850 1,437 0.14% 0.15% 636 +50 1.32% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Reduced 3,846 1,436 0.02% 0.02% 637 -190 -4.71% Q4 2025 Feb 02, 2026
Capital Investment Advisors, LLC History Added to 3,816 1,424 0.02% 0.02% 638 +707 22.74% Q4 2025 Jan 13, 2026
SOL Capital Management CO History No change 3,806 1,421 0.13% 0.12% 639 0 0.0% Q4 2025 Jan 30, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3,756 1,402 1.11% — 640 +3,756 New Q4 2025 Feb 11, 2026
Cypress Capital Group History Reduced 3,692 1,378 0.15% 0.16% 641 -45 -1.2% Q4 2025 Feb 11, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 3,684 1,375 0.11% 0.11% 642 0 0.0% Q4 2025 Jan 14, 2026
Key FInancial Inc History Reduced 3,670 1,370 0.25% 0.27% 643 -252 -6.43% Q4 2025 Feb 09, 2026
Valmark Advisers, Inc. History Added to 3,663 1,368 0.02% 0.02% 644 +42 1.16% Q4 2025 Jan 26, 2026
ASL Financial, LLC History New 3,650 1,363 1.07% — 645 +3,650 New Q4 2025 Jan 20, 2026
Acumen Wealth Advisors, LLC History New 3,640 1,359 0.39% — 646 +3,640 New Q4 2025 Feb 13, 2026
LCW Services, LLC History New 3,634 1,357 0.72% — 647 +3,634 New Q4 2025 Feb 11, 2026
Montecito Bank & Trust History Reduced 3,624 1,353 0.22% 0.21% 648 -75 -2.03% Q4 2025 Jan 09, 2026
Kovitz Investment Group Partners, LLC History Reduced 3,613 1,349 0.03% 0.25% 650 -174,422 -97.97% Q4 2025 Feb 20, 2026
Ellevest, Inc. History No change 3,613 1,349 0.19% 0.19% 649 0 0.0% Q4 2025 Feb 10, 2026
Legacy Wealth Asset Management, LLC History New 3,601 1,344 0.33% — 651 +3,601 New Q4 2025 Jan 12, 2026
TD Waterhouse Canada Inc. History New 3,600 1,343 0.01% — 652 +3,600 New Q4 2025 Jan 27, 2026
Hilltop National Bank History No change 3,568 1,332 0.32% 0.32% 653 0 0.0% Q4 2025 Jan 07, 2026
W.H. Cornerstone Investments Inc. History Added to 3,552 1,326 0.8% 0.79% 654 +10 0.28% Q4 2025 Feb 10, 2026
Heritage Wealth Advisors History No change 3,548 1,324 0.05% 0.06% 655 0 0.0% Q4 2025 Feb 13, 2026
Whitegate Investment Counselors, Inc. History No change 3,543 1,323 0.41% 0.43% 656 0 0.0% Q4 2025 Feb 10, 2026
Optimist Retirement Group LLC History No change 3,542 1,322 0.61% 0.58% 657 0 0.0% Q4 2025 Feb 09, 2026
Rockwood Wealth Management, LLC History Reduced 3,520 1,314 0.1% 0.11% 658 -233 -6.21% Q4 2025 Jan 29, 2026
Choate Investment Advisors History Reduced 3,512 1,311 0.03% 0.03% 659 -94 -2.61% Q4 2025 Feb 09, 2026
ROVIN CAPITAL /UT/ /ADV History Reduced 3,492 1,304 0.35% 0.33% 660 -16 -0.46% Q4 2025 Feb 09, 2026
Facet Wealth, Inc. History Added to 3,404 1,296 0.02% 0.02% 661 +649 23.56% Q4 2025 Jan 29, 2026
Pathway Financial Advisors LLC History No change 3,400 1,290 0.16% 0.17% 662 0 0.0% Q4 2025 Jan 14, 2026
OFC FINANCIAL PLANNING, LLC History No change 3,439 1,284 1.22% 1.24% 663 0 0.0% Q4 2025 Feb 04, 2026
Flaharty Asset Management, LLC History No change 3,425 1,279 0.16% 0.16% 664 0 0.0% Q4 2025 Feb 06, 2026
FSM Wealth Advisors, LLC History Reduced 3,420 1,277 0.17% 0.18% 665 -15 -0.44% Q4 2025 Jan 23, 2026
TI-TRUST, INC History No change 3,419 1,276 0.79% 0.79% 666 0 0.0% Q4 2025 Jan 23, 2026
Vawter Financial, Ltd. History Reduced 3,408 1,272 0.54% 0.57% 667 -35 -1.02% Q4 2025 Feb 02, 2026
Colonial Trust Advisors History No change 3,400 1,269 0.1% 0.1% 668 0 0.0% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 3,396 1,267 1.08% 1.11% 669 +11 0.32% Q4 2025 Jan 26, 2026
Brookstone Capital Management History Reduced 3,339 1,246 0.01% 0.02% 671 -157 -4.49% Q4 2025 Jan 15, 2026
Bollard Group LLC History Added to 3,336 1,246 0.03% 0.03% 670 +10 0.3% Q4 2025 Feb 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 3,331 1,243 0.34% 0.39% 672 0 0.0% Q4 2025 Feb 10, 2026
PATTEN & PATTEN INC/TN History No change 3,328 1,242 0.07% 0.07% 673 0 0.0% Q4 2025 Feb 03, 2026
Edgestream Partners, L.P. History Added to 3,324 1,241 0.03% 0.02% 674 +1,636 96.92% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Reduced 3,313 1,237 0.03% 0.04% 675 -15 -0.45% Q4 2025 Feb 05, 2026
ATLas Financial Planning LLC History New 3,292 1,229 1.21% — 676 +3,292 New Q4 2025 Feb 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 3,286 1,227 0.1% 0.11% 677 -87 -2.58% Q4 2025 Feb 03, 2026
Praetorian Wealth Management, Inc. History New 3,285 1,226 0.24% — 678 +3,285 New Q4 2025 Jan 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 3,265 1,219 0.06% 0.06% 679 0 0.0% Q4 2025 Feb 11, 2026
Legacy Private Trust Co. History No change 3,264 1,218 0.07% 0.07% 680 0 0.0% Q4 2025 Jan 08, 2026
REGIMEN WEALTH, LLC History No change 3,263 1,218 0.36% 0.35% 681 0 0.0% Q4 2025 Feb 09, 2026
INSTRUMENTAL WEALTH, LLC History Reduced 3,205 1,211 0.73% 0.86% 682 -96 -2.91% Q4 2025 Feb 27, 2026
Polaris Investment Advisors, LLC History New 3,230 1,206 0.87% — 683 +3,230 New Q4 2025 Jan 15, 2026
DHJJ Financial Advisors, Ltd. History No change 3,228 1,205 0.4% 0.4% 684 0 0.0% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Added to 3,217 1,201 0.03% 0.03% 685 +12 0.37% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Added to 3,200 1,195 0.05% 0.05% 686 +591 22.65% Q4 2025 Feb 17, 2026
Note Advisors, LLC History Reduced 3,168 1,191 0.61% 0.71% 687 -99 -3.03% Q4 2025 Feb 18, 2026
Meridian Wealth Advisors, LLC History No change 3,185 1,189 0.16% 0.17% 688 0 0.0% Q4 2025 Feb 17, 2026
Soundwatch Capital LLC History Reduced 3,183 1,188 0.18% 0.2% 689 -243 -7.09% Q4 2025 Feb 10, 2026
Wealthquest Corp History New 3,157 1,179 0.09% — 690 +3,157 New Q4 2025 Feb 09, 2026
WealthShield Partners, LLC History Added to 3,152 1,177 0.13% 0.02% 691 +2,640 515.63% Q4 2025 Feb 03, 2026
WATERS PARKERSON & CO., LLC History No change 3,150 1,176 0.06% 0.06% 692 0 0.0% Q4 2025 Feb 12, 2026
Waterfront Wealth Inc. History Added to 3,095 1,175 0.22% 0.23% 694 +29 0.95% Q4 2025 Jan 27, 2026
Retirement Planning Group, LLC History No change 3,147 1,175 0.04% 0.04% 693 0 0.0% Q4 2025 Feb 03, 2026
Wealth Architects, LLC History No change 3,121 1,165 0.1% 0.11% 695 0 0.0% Q4 2025 Feb 17, 2026
SNS Financial Group, LLC History Reduced 3,096 1,156 0.1% 0.1% 696 -47 -1.5% Q4 2025 Feb 02, 2026
SPINNAKER TRUST History Reduced 3,092 1,154 0.06% 0.06% 697 -73 -2.31% Q4 2025 Feb 10, 2026
Financially in Tune, LLC History New 3,090 1,153 1.08% — 698 +3,090 New Q4 2025 Feb 27, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 3,087 1,152 0.33% 0.36% 699 -217 -6.57% Q4 2025 Jan 27, 2026
McClarren Financial Advisors, Inc. History Added to 4,152 1,140 0.68% 0.71% 700 +2,537 157.09% Q4 2025 Jan 13, 2026
CORTLAND ASSOCIATES INC/MO History No change 3,038 1,135 0.14% 0.13% 701 0 0.0% Q4 2025 Jan 28, 2026
NICOLET BANKSHARES INC History Reduced 3,025 1,129 0.18% 0.18% 702 -32 -1.05% Q4 2025 Feb 09, 2026
COZAD ASSET MANAGEMENT INC History Reduced 3,023 1,128 0.09% 0.09% 703 -53 -1.72% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 3,000 1,120 0.09% 0.1% 705 -884 -22.76% Q4 2025 Jan 23, 2026
Chandler Asset Management, Inc. History No change 3,000 1,120 0.18% 0.18% 704 0 0.0% Q4 2025 Feb 13, 2026
Landmark Wealth Management, LLC History Reduced 2,998 1,119 0.43% 0.5% 706 -478 -13.75% Q4 2025 Feb 05, 2026
Legacy Trust History Added to 2,985 1,114 0.21% 0.19% 707 +320 12.01% Q4 2025 Jan 22, 2026
BLB&B Advisors, LLC History Added to 2,982 1,113 0.05% 0.04% 708 +758 34.08% Q4 2025 Jan 26, 2026
SEMITAM BONAM LLC History Reduced 2,982 1,113 0.93% 1.01% 709 -115 -3.71% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 2,971 1,109 0.05% 0.05% 710 -30 -1.0% Q4 2025 Jan 21, 2026
IFG Advisors, LLC History Reduced 2,964 1,106 0.18% 0.27% 711 -1,595 -34.99% Q4 2025 Jan 13, 2026
Oldfather Financial Services, LLC History Reduced 2,959 1,105 0.33% 0.35% 713 -83 -2.73% Q4 2025 Jan 16, 2026
Larson Financial Group LLC History Added to 2,959 1,105 0.04% 0.04% 712 +2 0.07% Q4 2025 Feb 06, 2026
Graver Capital Management, LLC History Reduced 2,957 1,104 0.87% 1.19% 714 -921 -23.75% Q4 2025 Feb 13, 2026
Patten Group, Inc. History Reduced 2,955 1,103 0.2% 0.22% 715 -149 -4.8% Q4 2025 Jan 23, 2026
Carnegie Investment Counsel History Added to 2,953 1,102 0.02% 0.02% 716 +1 0.03% Q4 2025 Jan 23, 2026
Venturi Wealth Management, LLC History No change 2,945 1,099 0.05% 0.05% 717 0 0.0% Q4 2025 Jan 22, 2026
Concurrent Investment Advisors, LLC History Added to 2,939 1,097 0.01% 0.01% 718 +2,012 217.04% Q4 2025 Jan 29, 2026
Ancora Advisors LLC History Reduced 2,930 1,094 0.02% 0.02% 720 -48 -1.61% Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Reduced 2,932 1,094 0.01% 0.01% 719 -35 -1.18% Q4 2025 Jan 21, 2026
Denver PWM, LLC History No change 3,222 1,094 0.37% 0.34% 721 0 0.0% Q4 2025 Feb 11, 2026
CJM Wealth Advisers, Ltd. History No change 2,926 1,092 0.33% 0.33% 722 0 0.0% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 2,909 1,090 0.03% 0.03% 723 +1,432 96.95% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 2,921 1,090 0.01% 0.02% 724 +508 21.05% Q4 2025 Feb 06, 2026
Heartwood Wealth Advisors LLC History No change 2,913 1,087 0.1% 0.1% 725 0 0.0% Q4 2025 Jan 12, 2026
Capital Advisors, Ltd. LLC History Added to 2,908 1,086 0.12% 0.12% 726 +2 0.07% Q4 2025 Jan 21, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 2,895 1,081 0.49% 0.49% 727 0 0.0% Q4 2025 Jan 23, 2026
True North Advisors, LLC History Reduced 2,879 1,075 0.14% 0.17% 728 -74 -2.51% Q4 2025 Jan 22, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 2,867 1,070 0.33% 0.35% 729 0 0.0% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 2,856 1,066 0.01% 0.01% 730 +32 1.13% Q4 2025 Jan 12, 2026
MGO ONE SEVEN LLC History Added to 2,849 1,064 0.02% 0.02% 731 +67 2.41% Q4 2025 Feb 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,841 1,061 0.02% 0.03% 732 -897 -24.0% Q4 2025 Jan 07, 2026
WEST PACES ADVISORS INC. History No change 2,840 1,060 0.21% 0.21% 733 0 0.0% Q4 2025 Jan 21, 2026
Capital Asset Managemnet, LLC History New 2,833 1,058 1.17% — 734 +2,833 New Q4 2025 Apr 07, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 2,824 1,054 0.07% 0.07% 735 0 0.0% Q4 2025 Jan 27, 2026
One Capital Management, LLC History Added to 2,820 1,053 0.03% 0.01% 736 +2,247 392.15% Q4 2025 Feb 10, 2026
Dynamic Advisor Solutions LLC History Reduced 2,816 1,051 0.03% 0.05% 737 -1,758 -38.43% Q4 2025 Jan 09, 2026
KICKSTAND VENTURES, LLC. History Reduced 2,815 1,051 0.22% 0.25% 738 -340 -10.78% Q4 2025 Jan 29, 2026
EAGLE WEALTH STRATEGIES LLC History New 2,805 1,047 0.49% — 739 +2,805 New Q4 2025 Jan 06, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 2,800 1,045 0.32% 0.33% 740 0 0.0% Q4 2025 Feb 12, 2026
Cornerstone Financial Management LLC History New 2,789 1,041 0.98% — 741 +2,789 New Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Added to 2,787 1,040 0.06% 0.06% 742 +329 13.38% Q4 2025 Feb 17, 2026
Segment Wealth Management, LLC History No change 2,751 1,027 0.06% 0.06% 743 0 0.0% Q4 2025 Jan 29, 2026
5T Wealth, LLC History Added to 2,746 1,025 0.41% 0.42% 744 +108 4.09% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History Added to 2,722 1,016 0.08% 0.04% 745 +1,388 104.05% Q4 2025 Feb 18, 2026
Boston Trust Walden Corp History No change 2,705 1,010 0.01% 0.01% 746 0 0.0% Q4 2025 Jan 28, 2026
FIRST NATIONAL TRUST CO History No change 2,700 1,008 0.03% 0.03% 747 0 0.0% Q4 2025 Feb 09, 2026
LGL PARTNERS, LLC History Added to 2,698 1,007 0.43% 0.42% 748 +8 0.3% Q4 2025 Feb 09, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 2,688 1,003 0.38% 0.39% 749 -33 -1.21% Q4 2025 Jan 08, 2026
FLAGSTAR ADVISORS INC History Added to 2,679 1,000 0.33% 0.25% 750 +415 18.33% Q4 2025 Jan 13, 2026
Northstar Group, Inc. History Added to 2,662 994 0.14% 0.13% 751 +133 5.26% Q4 2025 Feb 13, 2026
Warren Street Wealth Advisors, LLC History Reduced 2,642 986 0.28% 0.35% 752 -573 -17.82% Q4 2025 Jan 29, 2026
Shepherd Financial Partners LLC History No change 2,627 981 0.09% 0.09% 753 0 0.0% Q4 2025 Feb 10, 2026
Simplicity Wealth,LLC History Reduced 2,607 973 0.06% 0.06% 756 -378 -12.66% Q4 2025 Jan 30, 2026
RMR Wealth Builders History Added to 2,606 973 0.08% 0.08% 755 +58 2.28% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,606 973 0.03% 0.02% 754 -56 -2.1% Q4 2025 Jan 07, 2026
Hemenway Trust Co LLC History Reduced 2,590 967 0.07% 0.07% 757 -80 -3.0% Q4 2025 Feb 03, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 2,573 961 0.05% 0.05% 758 +3 0.12% Q4 2025 Jan 27, 2026
Qube Research & Technologies Ltd History Reduced 2,573 960 0.0% 0.0% 759 -4,250 -62.29% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Reduced 2,567 958 0.07% 0.07% 760 -40 -1.53% Q4 2025 Feb 11, 2026
LCNB CORP History No change 2,565 957 0.32% 0.33% 761 0 0.0% Q4 2025 Feb 10, 2026
ONE Advisory Partners, LLC History Reduced 2,535 946 0.29% 0.28% 762 -7 -0.28% Q4 2025 Jan 12, 2026
Syverson Strege & Co History Reduced 2,526 943 0.22% 0.3% 763 -956 -27.46% Q4 2025 Feb 09, 2026
Dynasty Wealth Management, LLC History Added to 2,527 943 0.01% 0.01% 764 +1 0.04% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Reduced 2,519 940 0.02% 0.03% 765 -227 -8.27% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 2,512 938 0.11% 0.05% 766 +1,701 209.74% Q4 2025 Feb 13, 2026
Palatine Hill Wealth Management, LLC History New 2,509 936 0.75% — 767 +2,509 New Q4 2025 Feb 10, 2026
Gladstone Institutional Advisory LLC History Reduced 2,501 934 0.04% 0.04% 768 -138 -5.23% Q4 2025 Feb 17, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 2,450 933 0.06% 0.04% 769 +1,168 91.11% Q4 2025 Feb 13, 2026
ENZI WEALTH History Reduced 2,457 930 0.33% 0.35% 770 -300 -10.88% Q4 2025 Jan 15, 2026
Composition Wealth, LLC History Added to 2,475 924 0.01% 0.01% 771 +237 10.59% Q4 2025 Feb 02, 2026
Roehl & Yi Investment Advisors, LLC History New 2,471 922 0.37% — 772 +2,471 New Q4 2025 Feb 17, 2026
Strategic Advisors LLC History Added to 2,467 921 0.14% 0.14% 773 +40 1.65% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Added to 2,462 919 0.06% 0.06% 774 +3 0.12% Q4 2025 Feb 20, 2026
Azimuth Capital Investment Management LLC History Reduced 2,439 910 0.03% 0.03% 776 -117 -4.58% Q4 2025 Feb 12, 2026
Falcon Wealth Planning History Reduced 2,439 910 0.08% 0.08% 775 -7 -0.29% Q4 2025 Feb 03, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 2,421 904 0.5% 1.09% 777 -1,622 -40.12% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Added to 2,421 904 0.1% 0.1% 778 +5 0.21% Q4 2025 Mar 03, 2026
ShoreHaven Wealth Partners, LLC History Reduced 2,417 902 0.32% 0.33% 779 -7 -0.29% Q4 2025 Feb 10, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 2,412 900 0.07% — 780 +2,412 New Q4 2025 Feb 09, 2026
Kelman-Lazarov, Inc. History No change 2,403 897 0.13% 0.13% 781 0 0.0% Q4 2025 Jan 26, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 2,389 892 0.28% 0.29% 782 0 0.0% Q4 2025 Feb 10, 2026
MONECO ADVISORS, LLC History Added to 2,388 891 0.07% 0.06% 783 +270 12.75% Q4 2025 Feb 04, 2026
Willis Johnson & Associates, Inc. History Added to 2,381 889 0.05% 0.05% 784 +14 0.59% Q4 2025 Jan 22, 2026
Westbourne Investment Advisors, Inc. History Reduced 2,380 888 0.25% 0.25% 785 -120 -4.8% Q4 2025 Jan 23, 2026
PENNEY FINANCIAL, LLC History No change 2,380 888 0.34% 0.39% 786 0 0.0% Q4 2025 Jan 21, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 2,377 887 0.18% 0.2% 787 +3 0.13% Q4 2025 Feb 10, 2026
Tranquility Partners, LLC History Added to 2,374 886 0.32% 0.29% 788 +16 0.68% Q4 2025 Feb 03, 2026
MAYPORT, LLC History New 2,352 878 0.18% — 789 +2,352 New Q4 2025 Jan 21, 2026
Gutierrez Wealth Advisory, LLC History Added to 2,343 875 0.55% 0.55% 790 +7 0.3% Q4 2025 Feb 06, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 2,335 872 0.14% 0.17% 791 -402 -14.69% Q4 2025 Feb 11, 2026
Topsail Wealth Management, LLC History No change 2,334 871 0.13% 0.14% 792 0 0.0% Q4 2025 Feb 04, 2026
Philip James Wealth Mangement, LLC History Reduced 2,331 870 0.1% 0.11% 793 -132 -5.36% Q4 2025 Jan 20, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,314 864 0.11% — 794 +2,314 New Q4 2025 Feb 04, 2026
Stronghold Wealth Management L.L.C. History New 2,311 863 1.28% — 795 +2,311 New Q4 2025 Feb 06, 2026
Planning Project LLC History New 2,303 859 0.22% — 796 +2,303 New Q4 2025 Feb 12, 2026
Vontobel Holding Ltd. History No change 2,300 858 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 13, 2026
LWM Advisory Services, LLC History Added to 2,294 856 0.5% 0.47% 799 +75 3.38% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Reduced 2,293 856 0.01% 0.01% 798 -10 -0.43% Q4 2025 Jan 20, 2026
Old North State Wealth Management, LLC History Added to 2,275 849 0.4% 0.39% 800 +6 0.26% Q4 2025 Jan 23, 2026
Verum Partners LLC History Reduced 2,273 848 0.17% 0.18% 802 -7 -0.31% Q4 2025 Jan 14, 2026
HM PAYSON & CO History No change 2,272 848 0.01% 0.01% 801 0 0.0% Q4 2025 Feb 12, 2026
Next Level Private LLC History Added to 2,261 844 0.22% 0.24% 803 +4 0.18% Q4 2025 Jan 07, 2026
FIRST AMERICAN TRUST, FSB History Added to 2,245 838 0.06% 0.06% 804 +44 2.0% Q4 2025 Feb 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,240 836 0.02% 0.02% 805 0 0.0% Q4 2025 Jan 12, 2026
UNIQUE WEALTH, LLC History Reduced 2,230 832 0.12% 0.13% 807 -105 -4.5% Q4 2025 Jan 06, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 2,231 832 0.34% 0.35% 806 -90 -3.88% Q4 2025 Feb 11, 2026
Harbor Group, Inc. History Reduced 2,218 828 0.12% 0.13% 808 -14 -0.63% Q4 2025 Jan 12, 2026
Apollon Wealth Management, LLC History Reduced 2,215 827 0.01% 0.02% 809 -308 -12.21% Q4 2025 Jan 22, 2026
CENTAURUS FINANCIAL, INC. History Added to 2,210 825 0.04% 0.04% 810 +30 1.38% Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,208 824 0.03% 0.03% 811 0 0.0% Q4 2025 Feb 12, 2026
NWAM LLC History Added to 2,196 823 0.05% 0.02% 813 +1,403 176.92% Q4 2025 Feb 04, 2026
Madison Asset Management, LLC History Added to 2,205 823 0.01% 0.01% 812 +504 29.63% Q4 2025 Feb 04, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,205 823 0.07% 0.08% 814 0 0.0% Q4 2025 Jan 30, 2026
Synergy Investment Management, LLC History No change 2,194 819 0.29% 0.31% 815 0 0.0% Q4 2025 Feb 06, 2026
Manhattan West Asset Management, LLC History Reduced 2,172 811 0.17% 0.18% 817 -121 -5.28% Q4 2025 Feb 02, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Reduced 2,173 811 0.44% 0.46% 816 -112 -4.9% Q4 2025 Jan 28, 2026
PLANWISER FINANCIAL, LLC History Added to 2,153 809 0.61% 0.63% 819 +16 0.75% Q4 2025 Feb 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 2,167 809 0.11% 0.11% 818 0 0.0% Q4 2025 Jan 20, 2026
StoneX Group Inc. History Added to 2,157 808 0.04% 0.03% 820 +4 0.19% Q4 2025 Feb 12, 2026
COURIER CAPITAL LLC History Reduced 2,153 804 0.05% 0.05% 821 -291 -11.91% Q4 2025 Jan 29, 2026
IFS Advisors, LLC History No change 2,141 799 0.42% 0.46% 822 0 0.0% Q4 2025 Jan 09, 2026
HEADINVEST, LLC History Reduced 2,130 795 0.16% 0.18% 823 -210 -8.97% Q4 2025 Feb 02, 2026
Portland Global Advisors LLC History No change 2,117 790 0.08% 0.09% 824 0 0.0% Q4 2025 Feb 10, 2026
SOA Wealth Advisors, LLC. History Reduced 2,112 788 0.13% 0.13% 825 -12 -0.56% Q4 2025 Jan 20, 2026
STALEY CAPITAL ADVISERS INC History No change 2,100 784 0.03% 0.03% 826 0 0.0% Q4 2025 Feb 05, 2026
Towneley Capital Management, Inc / DE History New 2,096 782 0.16% — 827 +2,096 New Q4 2025 Jan 30, 2026
WealthPlan Investment Management, LLC History Reduced 2,088 779 0.05% 0.05% 828 -37 -1.74% Q4 2025 Feb 05, 2026
Blankinship & Foster, LLC History Reduced 2,083 777 0.17% 0.17% 829 -27 -1.28% Q4 2025 Jan 23, 2026
Buttonwood Financial Advisors Inc. History Reduced 2,083 777 0.26% 0.26% 830 -20 -0.95% Q4 2025 Feb 04, 2026
Arax Advisory Partners History New 2,076 775 0.02% — 831 +2,076 New Q4 2025 Feb 13, 2026
Quantum Portfolio Management LLC History Reduced 2,068 772 0.34% 0.59% 833 -3,412 -62.26% Q4 2025 Feb 12, 2026
Northside Capital Management, LLC History Added to 2,068 772 0.07% 0.05% 832 +522 33.76% Q4 2025 Jan 07, 2026
BankPlus Trust Department History Added to 2,066 771 0.2% 0.04% 834 +1,606 349.13% Q4 2025 Jan 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 2,058 768 0.1% 0.1% 835 +78 3.94% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Reduced 2,041 762 0.0% 0.0% 836 -15 -0.73% Q4 2025 Feb 10, 2026
Acorn Wealth Advisors, LLC History No change 2,038 761 0.23% 0.23% 837 0 0.0% Q4 2025 Feb 10, 2026
Quadrant Private Wealth Management, LLC History Added to 2,036 760 0.12% 0.12% 838 +249 13.93% Q4 2025 Jan 26, 2026
Bogart Wealth, LLC History No change 2,019 753 0.03% 0.03% 839 0 0.0% Q4 2025 Jan 30, 2026
Hurlow Wealth Management Group, Inc. History No change 2,007 749 0.18% 0.19% 840 0 0.0% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Reduced 1,997 745 0.06% 0.06% 841 -39 -1.92% Q4 2025 Feb 17, 2026
Douglass Winthrop Advisors, LLC History Reduced 1,990 743 0.01% 0.01% 842 -50 -2.45% Q4 2025 Feb 12, 2026
Accelerate Investment Advisors LLC History Added to 1,991 743 0.5% 0.49% 843 +12 0.61% Q4 2025 Jan 12, 2026
PARTHENON LLC History No change 1,980 739 0.08% 0.08% 844 0 0.0% Q4 2025 Jan 23, 2026
RIVERBRIDGE PARTNERS LLC History No change 1,980 739 0.01% 0.01% 845 0 0.0% Q4 2025 Jan 13, 2026
Heritage Financial Services, LLC History Reduced 1,974 737 0.06% 0.07% 846 -172 -8.01% Q4 2025 Feb 02, 2026
NORDEN GROUP LLC History Added to 1,972 736 0.07% 0.07% 847 +1 0.05% Q4 2025 Jan 13, 2026
CENTRAL TRUST Co History Reduced 1,961 732 0.01% 0.02% 848 -495 -20.15% Q4 2025 Feb 02, 2026
Wealth Enhancement Trust Services, Inc. History New 1,953 729 0.09% — 849 +1,953 New Q4 2025 Jan 27, 2026
Smith Salley Wealth Management History No change 1,949 727 0.04% 0.04% 850 0 0.0% Q4 2025 Jan 27, 2026
EASTERN BANK History Reduced 1,927 719 0.01% 0.01% 851 -182 -8.63% Q4 2025 Jan 14, 2026
BIP Wealth, LLC History Added to 1,925 718 0.03% 0.03% 852 +157 8.88% Q4 2025 Jan 21, 2026
United Asset Strategies, Inc. History Reduced 1,919 716 0.06% 0.06% 853 -74 -3.71% Q4 2025 Jan 28, 2026
Clear Creek Financial Management, LLC History Added to 1,919 716 0.06% 0.06% 854 +65 3.51% Q4 2025 Jan 23, 2026
NTV ASSET MANAGEMENT LLC History Reduced 1,911 713 0.08% 0.08% 855 -19 -0.98% Q4 2025 Jan 20, 2026
Members Trust Co History Reduced 1,905 711 0.02% 0.02% 856 -25 -1.3% Q4 2025 Jan 15, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,903 710 0.02% 0.02% 857 +52 2.81% Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History No change 1,900 709 0.09% 0.1% 858 0 0.0% Q4 2025 Jan 14, 2026
Citizens National Bank Trust Department History No change 1,900 709 0.12% 0.12% 859 0 0.0% Q4 2025 Jan 30, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 1,892 706 0.11% 0.11% 860 0 0.0% Q4 2025 Feb 12, 2026
Plante Moran Financial Advisors, LLC History No change 1,875 700 0.04% 0.04% 861 0 0.0% Q4 2025 Feb 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 1,832 696 0.03% 0.01% 862 +1,217 197.89% Q4 2025 Feb 03, 2026
Nicholas Hoffman & Company, LLC. History No change 1,860 694 0.02% 0.02% 863 0 0.0% Q4 2025 Feb 02, 2026
Heck Capital Advisors, LLC History No change 1,860 694 0.05% 0.05% 864 0 0.0% Q4 2025 Jan 16, 2026
Global Wealth Management, LLC History Added to 1,857 693 0.37% 0.35% 865 +5 0.27% Q4 2025 Jan 26, 2026
FORTE ASSET MANAGEMENT LLC History No change 1,855 692 0.31% 0.33% 866 0 0.0% Q4 2025 Jan 16, 2026
Houlihan Financial Resource Group, Ltd. History New 1,850 690 0.26% — 868 +1,850 New Q4 2025 Feb 10, 2026
Omnia Family Wealth, LLC History New 1,848 690 0.2% — 867 +1,848 New Q4 2025 Jan 16, 2026
Cherry Creek Investment Advisors, Inc. History Added to 1,848 690 0.3% 0.29% 869 +4 0.22% Q4 2025 Jan 15, 2026
FORM Wealth Advisors, LLC History New 1,840 687 0.08% — 870 +1,840 New Q4 2025 Jan 28, 2026
Strategic Wealth Advisors LLC History New 1,835 685 0.59% — 873 +1,835 New Q4 2025 Feb 03, 2026
SAX WEALTH ADVISORS, LLC History Added to 1,836 685 0.03% 0.03% 872 +357 24.14% Q4 2025 Jan 12, 2026
Journey Advisory Group, LLC History Reduced 1,836 685 0.06% 0.05% 871 -20 -1.08% Q4 2025 Jan 27, 2026
Crewe Advisors LLC History No change 1,833 684 0.06% 0.06% 874 0 0.0% Q4 2025 Jan 16, 2026
JB Capital LLC History Added to 1,831 683 0.03% 0.03% 875 +214 13.23% Q4 2025 Jan 20, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 1,831 683 0.42% 0.42% 876 +4 0.22% Q4 2025 Jan 21, 2026
Delta Investment Management, LLC History No change 1,829 682 0.12% 0.12% 877 0 0.0% Q4 2025 Jan 30, 2026
Alta Wealth Advisors LLC History Added to 1,824 681 0.23% 0.24% 878 +4 0.22% Q4 2025 Feb 03, 2026
USA FINANCIAL FORMULAS History Reduced 1,821 680 0.12% 0.12% 879 -118 -6.09% Q4 2025 Jan 14, 2026
FAYEZ SAROFIM & CO History Added to 1,820 679 0.0% 0.0% 880 +1,252 220.42% Q4 2025 Feb 13, 2026
Alcosta Capital Management, Inc. History Reduced 1,808 675 0.42% 0.36% 881 -9 -0.5% Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History No change 1,801 672 0.06% 0.06% 882 0 0.0% Q4 2025 Feb 09, 2026
LPWM LLC History No change 1,798 671 0.17% 0.18% 883 0 0.0% Q4 2025 Jan 06, 2026
Park Place Capital Corp History New 1,773 662 0.14% — 885 +1,773 New Q4 2025 Jan 09, 2026
STOCK YARDS BANK & TRUST CO History No change 1,774 662 0.02% 0.02% 884 0 0.0% Q4 2025 Jan 21, 2026
PACK Private Wealth, LLC History No change 1,772 661 0.3% 0.3% 886 0 0.0% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 1,768 660 0.03% 0.03% 888 +37 2.14% Q4 2025 Jan 26, 2026
Cornerstone Planning Group LLC History Added to 1,734 660 0.1% 0.1% 887 +4 0.23% Q4 2025 Feb 02, 2026
Sprinkle Financial Consultants LLC History Added to 1,766 659 0.33% 0.36% 890 +4 0.23% Q4 2025 Jan 08, 2026
Aviance Capital Partners, LLC History No change 1,766 659 0.08% 0.08% 889 0 0.0% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 1,764 658 0.02% 0.01% 891 +460 35.28% Q4 2025 Feb 09, 2026
AMI ASSET MANAGEMENT CORP History New 1,760 657 0.04% — 892 +1,760 New Q4 2025 Jan 23, 2026
Soltis Investment Advisors LLC History Reduced 1,757 656 0.04% 0.05% 893 -46 -2.55% Q4 2025 Apr 02, 2026
Gilbert Capital Group, Inc. History Reduced 1,755 655 0.49% 0.55% 895 -182 -9.4% Q4 2025 Jan 23, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 1,754 655 0.03% 0.03% 894 0 0.0% Q4 2025 Jan 27, 2026
SOMERVILLE KURT F History No change 1,744 651 0.11% 0.11% 896 0 0.0% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 1,741 650 0.04% 0.04% 897 +1 0.06% Q4 2025 Jan 29, 2026
Almanack Investment Partners, LLC. History No change 1,732 646 0.11% 0.1% 898 0 0.0% Q4 2025 Jan 29, 2026
Western Wealth Management, LLC History Added to 1,727 644 0.03% 0.03% 899 +249 16.85% Q4 2025 Feb 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 1,721 642 0.04% 0.05% 900 -134 -7.22% Q4 2025 Jan 07, 2026
Fermata Advisors, LLC History Reduced 1,718 641 0.15% 0.16% 901 -2 -0.12% Q4 2025 Jan 08, 2026
Security National Bank History Reduced 1,716 640 0.09% 0.1% 903 -147 -7.89% Q4 2025 Feb 05, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 1,714 640 0.15% 0.15% 904 +15 0.88% Q4 2025 Jan 28, 2026
Obermeyer Wealth Partners History No change 1,715 640 0.03% 0.03% 902 0 0.0% Q4 2025 Jan 29, 2026
KilterHowling LLC History Added to 1,711 639 0.32% 0.35% 905 +5 0.29% Q4 2025 Feb 13, 2026
Avant Financial Advisors LLC History No change 1,713 639 0.46% 0.47% 906 0 0.0% Q4 2025 Jan 15, 2026
Palisade Asset Management, LLC History No change 1,711 638 0.06% 0.06% 907 0 0.0% Q4 2025 Feb 13, 2026
Moss Adams Wealth Advisors LLC History No change 1,711 638 0.05% 0.05% 908 0 0.0% Q4 2025 Jan 26, 2026
Tolleson Wealth Management, Inc. History No change 1,690 631 0.09% 0.1% 909 0 0.0% Q4 2025 Feb 17, 2026
Golden State Equity Partners History Added to 1,685 629 0.1% 0.1% 910 +4 0.24% Q4 2025 Jan 29, 2026
AAF Wealth Management, LLC History Reduced 1,684 628 0.26% 0.29% 911 -78 -4.43% Q4 2025 Feb 06, 2026
North Berkeley Wealth Management, LLC History Reduced 1,682 628 0.37% 0.5% 912 -37 -2.15% Q4 2025 Feb 10, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 1,670 623 0.04% 0.04% 913 +100 6.37% Q4 2025 Jan 21, 2026
Index Technologies Group LLC History New 1,668 622 0.65% — 914 +1,668 New Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 1,659 619 0.02% 0.02% 915 -90 -5.15% Q4 2025 Jan 23, 2026
TRUE Private Wealth Advisors History Reduced 1,656 618 0.06% 0.07% 916 -139 -7.74% Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 1,652 617 0.07% 0.09% 917 -226 -12.03% Q4 2025 Jan 26, 2026
Diversify Advisory Services, LLC History Added to 1,622 615 0.02% 0.02% 919 +1 0.06% Q4 2025 Jan 23, 2026
Stonebridge Financial Group, LLC History No change 1,647 615 0.05% 0.05% 918 0 0.0% Q4 2025 Jan 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,646 614 0.06% 0.07% 920 0 0.0% Q4 2025 Feb 13, 2026
Yanni & Associates Investment Advisors, LLC History New 1,643 613 0.61% — 921 +1,643 New Q4 2025 Feb 06, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 1,641 612 0.09% 0.09% 922 +5 0.31% Q4 2025 Jan 21, 2026
PURE PORTFOLIOS HOLDINGS LLC History Reduced 1,632 609 0.18% 0.19% 923 -15 -0.91% Q4 2025 Jan 30, 2026
VAN DEN BERG MANAGEMENT I, INC History New 1,622 605 0.14% — 924 +1,622 New Q4 2025 Feb 17, 2026
Heritage Family Offices, LLP History New 1,621 605 0.27% — 925 +1,621 New Q4 2025 Jan 12, 2026
Pine Haven Investment Counsel, Inc History Reduced 1,620 604 0.43% 0.43% 927 -10 -0.61% Q4 2025 Jan 08, 2026
Black Diamond Financial, LLC History No change 1,618 604 0.06% 0.07% 926 0 0.0% Q4 2025 Feb 03, 2026
TritonPoint Partners, LLC History New 1,609 601 0.32% — 928 +1,609 New Q4 2025 Feb 13, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,608 600 0.03% 0.03% 929 0 0.0% Q4 2025 Jan 26, 2026
Notis-McConarty Edward History Reduced 1,600 597 0.28% 0.28% 930 -50 -3.03% Q4 2025 Feb 17, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,599 597 0.14% 0.14% 931 0 0.0% Q4 2025 Feb 02, 2026
SYON CAPITAL LLC History No change 1,600 597 0.03% 0.03% 932 0 0.0% Q4 2025 Feb 11, 2026
Integrated Investment Consultants, LLC History Added to 1,598 596 0.12% 0.1% 933 +40 2.57% Q4 2025 Mar 03, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 1,598 596 0.39% 0.37% 934 0 0.0% Q4 2025 Jan 22, 2026
SMI Advisory Services, LLC History Reduced 1,559 594 0.1% 0.13% 935 -318 -16.94% Q4 2025 Jan 13, 2026
Carter Financial Group, INC. History Added to 1,583 591 0.35% 0.35% 936 +5 0.32% Q4 2025 Feb 13, 2026
Asset Advisory Group, Inc. History New 1,581 590 0.29% — 937 +1,581 New Q4 2025 Feb 12, 2026
Uniting Wealth Partners, LLC History Reduced 1,574 587 0.18% 0.3% 939 -1,949 -55.32% Q4 2025 Feb 13, 2026
Powerhouse Assets LLC History New 1,572 587 0.52% — 938 +1,572 New Q4 2025 Jan 15, 2026
GOLDEN ROAD ADVISORS LLC History Reduced 1,571 586 0.33% 0.4% 940 -310 -16.48% Q4 2025 Feb 02, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,566 584 0.01% 0.01% 941 +89 6.03% Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,556 581 0.01% 0.01% 943 +77 5.21% Q4 2025 Jan 23, 2026
Cornerstone Wealth Management, LLC History Added to 1,557 581 0.03% 0.03% 942 +49 3.25% Q4 2025 Feb 05, 2026
WealthPLAN Partners, LLC History No change 1,542 575 0.09% 0.08% 944 0 0.0% Q4 2025 Feb 12, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 1,535 573 0.08% 0.09% 945 0 0.0% Q4 2025 Feb 17, 2026
GREENWOOD GEARHART INC History Reduced 1,530 571 0.03% 0.04% 946 -143 -8.55% Q4 2025 Feb 04, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 1,525 569 0.05% 0.05% 947 -30 -1.93% Q4 2025 Jan 30, 2026
RFG Advisory, LLC History Added to 1,514 565 0.01% 0.01% 948 +223 17.27% Q4 2025 Feb 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 1,510 563 0.03% — 949 +1,510 New Q4 2025 Feb 10, 2026
McAdam, LLC History Added to 1,505 561 0.03% 0.02% 950 +563 59.77% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 1,493 557 0.01% 0.01% 951 -35 -2.29% Q4 2025 Jan 28, 2026
Proficio Capital Partners LLC History No change 1,490 556 0.04% 0.04% 952 0 0.0% Q4 2025 Feb 12, 2026
O'Brien Wealth Partners LLC History No change 1,488 555 0.07% 0.07% 953 0 0.0% Q4 2025 Jan 22, 2026
LAWOOD & CO History New 1,471 549 0.52% — 954 +1,471 New Q4 2025 Feb 05, 2026
Cogent Private Wealth, Inc. History New 1,458 544 0.41% — 955 +1,458 New Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,450 541 0.0% — 956 +1,450 New Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Added to 1,449 541 0.07% 0.07% 958 +103 7.65% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History Added to 1,450 541 0.05% 0.05% 957 +63 4.54% Q4 2025 Feb 11, 2026
Sentry LLC History Added to 1,450 541 0.15% 0.13% 960 +1 0.07% Q4 2025 Jan 16, 2026
Curated Wealth Partners LLC History No change 1,450 541 0.06% 0.06% 959 0 0.0% Q4 2025 Jan 12, 2026
SIMON QUICK ADVISORS, LLC History Reduced 1,445 539 0.02% 0.05% 961 -1,463 -50.31% Q4 2025 Jan 29, 2026
MA Private Wealth History Reduced 1,444 539 0.09% 0.17% 962 -1,334 -48.02% Q4 2025 Feb 03, 2026
K.J. Harrison & Partners Inc History No change 1,443 538 0.07% 0.08% 963 0 0.0% Q4 2025 Feb 03, 2026
SeaCrest Wealth Management, LLC History Added to 1,417 535 0.05% 0.06% 964 +3 0.21% Q4 2025 Jan 12, 2026
PINNACLE ASSOCIATES LTD History Reduced 1,432 534 0.01% 0.01% 965 -415 -22.47% Q4 2025 Feb 05, 2026
FAS Wealth Partners, Inc. History Added to 1,427 532 0.03% 0.04% 966 +8 0.56% Q4 2025 Feb 18, 2026
Prasad Wealth Partners, LLC History Reduced 1,424 531 0.14% 0.16% 968 -109 -7.11% Q4 2025 Jan 27, 2026
Summit Asset Management, LLC History No change 1,424 531 0.08% 0.08% 967 0 0.0% Q4 2025 Feb 09, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 1,418 529 0.14% 0.15% 969 0 0.0% Q4 2025 Jan 26, 2026
BSW Wealth Partners History No change 1,406 525 0.06% 0.06% 970 0 0.0% Q4 2025 Jan 23, 2026
Ruggaard & Associates LLC History No change 1,403 523 0.21% 0.19% 971 0 0.0% Q4 2025 Feb 20, 2026
Flagship Private Wealth, LLC History Added to 1,396 521 0.2% 0.2% 972 +29 2.12% Q4 2025 Feb 04, 2026
Farmers National Bank History New 1,392 519 0.12% — 974 +1,392 New Q4 2025 Mar 12, 2026
Adelphi Trust Co History New 1,392 519 0.42% — 975 +1,392 New Q4 2025 Jan 26, 2026
BECKER CAPITAL MANAGEMENT INC History No change 1,392 519 0.01% 0.01% 973 0 0.0% Q4 2025 Feb 13, 2026
TD Capital Management LLC History Reduced 1,369 511 0.05% 0.05% 976 -18 -1.3% Q4 2025 Feb 26, 2026
CHATHAM CAPITAL GROUP, INC. History No change 1,358 507 0.07% 0.07% 977 0 0.0% Q4 2025 Jan 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 1,352 504 0.53% 0.49% 978 0 0.0% Q4 2025 Jan 20, 2026
NESTEGG ADVISORS, INC. History No change 1,352 504 0.43% 0.44% 979 0 0.0% Q4 2025 Jan 21, 2026
PGIM Custom Harvest LLC History No change 1,346 502 0.01% 0.01% 980 0 0.0% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Added to 1,319 500 0.2% 0.2% 981 +12 0.92% Q4 2025 Feb 11, 2026
AssuredPartners Investment Advisors, LLC History Added to 1,340 500 0.07% 0.11% 982 +5 0.37% Q4 2025 Feb 03, 2026
M3 Advisory Group, LLC History Added to 1,338 499 0.3% 0.3% 983 +3 0.22% Q4 2025 Jan 16, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,334 498 0.02% 0.02% 984 0 0.0% Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Reduced 1,331 497 0.14% 0.13% 985 -138 -9.39% Q4 2025 Jan 29, 2026
Beaumont Financial Advisors, LLC History Reduced 1,332 497 0.03% 0.03% 986 -37 -2.7% Q4 2025 Jan 16, 2026
Pointe Capital Management LLC History Reduced 1,329 496 0.25% 0.25% 987 -46 -3.35% Q4 2025 Feb 17, 2026
Arbor Wealth Advisors LLC History Reduced 1,322 493 0.35% 0.39% 988 -97 -6.84% Q4 2025 Jan 12, 2026
CLUNE & ASSOCIATES, LTD. History Reduced 1,306 487 0.11% 0.13% 989 -117 -8.22% Q4 2025 Feb 09, 2026
Global Wealth Strategies & Associates History Reduced 1,300 485 0.12% 0.13% 990 -100 -7.14% Q4 2025 Jan 02, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 1,299 485 0.2% 0.2% 991 0 0.0% Q4 2025 Jan 22, 2026
Transamerica Financial Advisors, LLC History Added to 1,290 481 0.04% 0.03% 992 +447 53.02% Q4 2025 Feb 13, 2026
CPR Investments Inc. History Reduced 1,284 479 0.32% 0.36% 994 -141 -9.89% Q4 2025 Jan 14, 2026
Asset Management Group, Inc. History Added to 1,285 479 0.08% 0.08% 993 +4 0.31% Q4 2025 Feb 17, 2026
Abacus Wealth Partners, LLC History Added to 1,281 478 0.05% 0.07% 995 +35 2.81% Q4 2025 Feb 05, 2026
1ST SOURCE BANK History Reduced 1,274 475 0.02% 0.03% 996 -341 -21.11% Q4 2025 Feb 05, 2026
Abacus Planning Group, Inc. History Reduced 1,269 473 0.06% 0.07% 997 -133 -9.49% Q4 2025 Jan 16, 2026
Blue Trust, Inc. History Reduced 1,264 472 0.01% 0.01% 998 -56 -4.24% Q4 2025 Jan 16, 2026
UNION SAVINGS BANK History New 1,263 471 0.2% — 1000 +1,263 New Q4 2025 Mar 06, 2026
Maple Capital Management, Inc. History Reduced 1,262 471 0.03% 0.03% 999 -27 -2.09% Q4 2025 Feb 03, 2026
Prosperity Wealth Management, Inc. History New 1,252 467 0.16% — 1002 +1,252 New Q4 2025 Mar 27, 2026
Triad Wealth Partners, LLC History Added to 1,252 467 0.04% 0.03% 1003 +604 93.21% Q4 2025 Jan 22, 2026
Krilogy Financial LLC History No change 1,230 467 0.02% 0.02% 1001 0 0.0% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Reduced 1,249 466 0.0% 0.0% 1004 -155 -11.04% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 1,244 464 0.01% 0.01% 1005 +182 17.14% Q4 2025 Jan 30, 2026
STABLEFORD CAPITAL II LLC History New 1,239 462 0.17% — 1006 +1,239 New Q4 2025 Jan 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 1,234 460 0.15% 0.15% 1007 0 0.0% Q4 2025 Jan 27, 2026
WEDBUSH SECURITIES INC History Added to 1,217 454 0.01% 0.01% 1008 +130 11.96% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History Reduced 1,209 451 0.06% 1.01% 1009 -17,448 -93.52% Q4 2025 Feb 17, 2026
Capital Advisors Wealth Management, LLC History Added to 1,208 451 0.06% 0.06% 1010 +54 4.68% Q4 2025 Jan 21, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 1,207 450 0.05% 0.06% 1011 -100 -7.65% Q4 2025 Feb 03, 2026
Meeder Advisory Services, Inc. History Reduced 1,204 449 0.02% 0.02% 1012 -17 -1.39% Q4 2025 Feb 11, 2026
Atlas Brown,Inc. History Reduced 1,200 448 0.13% 0.13% 1013 -39 -3.15% Q4 2025 Jan 09, 2026
Creegan & Nassoura Financial Group, LLC History No change 1,200 448 0.29% 0.28% 1014 0 0.0% Q4 2025 Feb 17, 2026
V2 Financial group LLC History No change 1,200 448 0.22% 0.24% 1015 0 0.0% Q4 2025 Jan 21, 2026
London & Capital Asset Management Ltd History New 1,199 447 0.0% — 1016 +1,199 New Q4 2025 Feb 17, 2026
ROCKLAND TRUST CO History Added to 1,191 444 0.02% 0.01% 1017 +320 36.74% Q4 2025 Jan 15, 2026
Generation Capital Management LLC History No change 1,190 444 0.29% 0.31% 1018 0 0.0% Q4 2025 Feb 13, 2026
TMB Capital Partners, LLC History New 1,183 441 0.15% — 1020 +1,183 New Q4 2025 Feb 19, 2026
Embree Financial Group History Added to 1,181 441 0.05% 0.04% 1019 +286 31.96% Q4 2025 Jan 14, 2026
Rothschild Capital Partners, LLC History Added to 1,176 439 0.1% 0.1% 1021 +3 0.26% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Added to 1,173 438 0.07% 0.06% 1022 +317 37.03% Q4 2025 Feb 17, 2026
Imprint Wealth LLC History Reduced 1,172 437 2.04% 2.74% 1023 -1,172 -50.0% Q4 2025 Feb 17, 2026
JPL Wealth Management, LLC History Reduced 1,171 437 0.11% 0.18% 1025 -928 -44.21% Q4 2025 Feb 12, 2026
New Republic Capital, LLC History Added to 1,170 437 0.12% 0.11% 1024 +221 23.29% Q4 2025 Feb 10, 2026
WestEnd Advisors, LLC History Added to 1,168 436 0.01% 0.01% 1026 +271 30.21% Q4 2025 Jan 27, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 1,170 436 0.04% 0.04% 1027 0 0.0% Q4 2025 Feb 13, 2026
Ridgeline Wealth, LLC History Reduced 1,167 435 0.3% 0.41% 1029 -348 -22.97% Q4 2025 Jan 08, 2026
Interchange Capital Partners, LLC History No change 1,166 435 0.08% 0.08% 1028 0 0.0% Q4 2025 Jan 30, 2026
Wellspring Financial Advisors, LLC History Added to 1,162 433 0.03% 0.04% 1030 +3 0.26% Q4 2025 Feb 11, 2026
Guardian Asset Advisors, LLC History Added to 1,152 430 0.22% 0.23% 1031 +3 0.26% Q4 2025 Jan 29, 2026
Gilliland Jeter Wealth Management LLC History Reduced 1,149 429 0.13% 0.13% 1032 -16 -1.37% Q4 2025 Jan 23, 2026
Red Door Wealth Management, LLC History No change 1,147 428 0.04% 0.04% 1033 0 0.0% Q4 2025 Jan 20, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 1,136 424 0.12% 0.19% 1034 -1,271 -52.8% Q4 2025 Feb 12, 2026
LVW Advisors, LLC History No change 1,127 420 0.04% 0.04% 1035 0 0.0% Q4 2025 Jan 14, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 1,113 415 0.03% 0.07% 1036 -1,650 -59.72% Q4 2025 Jan 13, 2026
Meridian Wealth Partners, LLC History No change 1,111 414 0.06% 0.06% 1037 0 0.0% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Reduced 1,106 413 0.01% 0.01% 1038 -15 -1.34% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,107 413 0.23% 0.24% 1039 0 0.0% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History Added to 1,104 412 0.03% 0.03% 1040 +1 0.09% Q4 2025 Feb 26, 2026
Cherry Tree Wealth Management, LLC History No change 1,102 411 0.09% 0.09% 1041 0 0.0% Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 1,100 410 0.08% 0.08% 1043 -69 -5.9% Q4 2025 Feb 12, 2026
Baker Ellis Asset Management LLC History No change 1,100 410 0.05% 0.05% 1042 0 0.0% Q4 2025 Jan 21, 2026
SkyOak Wealth, LLC History Reduced 1,097 409 0.07% 0.08% 1044 -55 -4.77% Q4 2025 Feb 05, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 1,086 405 0.06% 0.04% 1045 +337 44.99% Q4 2025 Feb 03, 2026
WASHINGTON TRUST BANK History No change 1,082 404 0.03% 0.03% 1046 0 0.0% Q4 2025 Feb 04, 2026
Baring Financial LLC History No change 1,081 403 0.25% 0.27% 1047 0 0.0% Q4 2025 Jan 07, 2026
Aureus Asset Management, LLC History No change 1,078 402 0.03% 0.03% 1048 0 0.0% Q4 2025 Feb 17, 2026
Drake & Associates, LLC History No change 1,079 402 0.08% 0.08% 1049 0 0.0% Q4 2025 Feb 23, 2026
XY Planning Network, Inc. History Added to 1,073 400 0.07% 0.09% 1051 +331 44.61% Q4 2025 Jan 26, 2026
Arete Wealth Advisors, LLC History Added to 1,072 400 0.02% 0.02% 1050 +246 29.78% Q4 2025 Feb 13, 2026
Trek Financial, LLC History New 1,071 399 0.02% — 1054 +1,071 New Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,070 399 0.01% 0.0% 1052 +495 86.09% Q4 2025 Feb 09, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 1,070 399 0.29% 0.3% 1055 +6 0.56% Q4 2025 Jan 23, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 1,271 399 0.04% 0.04% 1053 0 0.0% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History Reduced 1,065 397 0.04% 0.05% 1056 -70 -6.17% Q4 2025 Jan 27, 2026
Wernau Asset Management Inc. History No change 1,060 395 0.21% 0.26% 1057 0 0.0% Q4 2025 Jan 21, 2026
Madison Wealth Partners, Inc History No change 1,057 394 0.07% 0.08% 1058 0 0.0% Q4 2025 Feb 10, 2026
Ignite Planners, LLC History New 1,036 392 0.06% — 1059 +1,036 New Q4 2025 Feb 06, 2026
Investmark Advisory Group LLC History Reduced 1,052 392 0.17% 0.17% 1060 -2 -0.19% Q4 2025 Jan 28, 2026
Rockport Wealth LLC History No change 1,048 391 0.08% 0.08% 1061 0 0.0% Q4 2025 Feb 06, 2026
Strategent Financial, LLC History No change 1,049 391 0.25% 0.27% 1062 0 0.0% Q4 2025 Jan 29, 2026
Astoria Strategic Wealth, Inc. History Reduced 1,046 390 0.1% 0.12% 1063 -218 -17.25% Q4 2025 Feb 05, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Reduced 1,045 390 0.13% 0.13% 1064 -15 -1.42% Q4 2025 Jan 22, 2026
FOSTER & MOTLEY INC History Added to 1,038 388 0.02% 0.02% 1065 +2 0.19% Q4 2025 Jan 15, 2026
Frederick Financial Consultants, LLC History No change 1,041 388 0.21% 0.21% 1066 0 0.0% Q4 2025 Feb 10, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 1,036 387 0.06% — 1067 +1,036 New Q4 2025 Feb 18, 2026
UPTICK PARTNERS, LLC History Reduced 1,037 387 0.08% 0.1% 1068 -42 -3.89% Q4 2025 Feb 02, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,033 386 0.0% 0.0% 1069 0 0.0% Q4 2025 Jan 28, 2026
Keystone Wealth Services, LLC History Reduced 1,033 385 0.08% 0.08% 1070 -17 -1.62% Q4 2025 Jan 26, 2026
Unified Investment Management History No change 1,033 385 0.39% 0.38% 1071 0 0.0% Q4 2025 Feb 09, 2026
Avantax Planning Partners, Inc. History No change 1,021 381 0.01% 0.01% 1072 0 0.0% Q4 2025 Feb 05, 2026
Bridgewater Advisors Inc. History No change 1,005 378 0.02% 0.03% 1073 0 0.0% Q4 2025 Jan 23, 2026
Foster Group, Inc. History New 1,012 377 0.01% — 1075 +1,012 New Q4 2025 Jan 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 1,012 377 0.01% 0.02% 1074 -453 -30.92% Q4 2025 Feb 13, 2026
Abundance Wealth Counselors History No change 1,007 376 0.06% 0.06% 1076 0 0.0% Q4 2025 Jan 26, 2026
Chesapeake Wealth Management History Reduced 1,000 373 0.11% 0.12% 1077 -101 -9.17% Q4 2025 Feb 03, 2026
ADVOCATE GROUP LLC History No change 1,000 373 0.06% 0.06% 1078 0 0.0% Q4 2025 Jan 20, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,000 373 0.05% 0.05% 1079 0 0.0% Q4 2025 Feb 10, 2026
Lee-Kelleher Wealth Management History Reduced 997 372 0.22% 0.23% 1081 -25 -2.45% Q4 2025 Jan 14, 2026
Columbia Bank History No change 997 372 0.1% 0.1% 1080 0 0.0% Q4 2025 Feb 13, 2026
Madden Advisory Services, Inc. History Reduced 996 371 0.15% 0.17% 1082 -234 -19.02% Q4 2025 Feb 11, 2026
Silver Oak Advisory Group, Inc. History Reduced 994 371 0.17% 0.18% 1083 -67 -6.31% Q4 2025 Feb 03, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 992 370 0.13% 0.69% 1085 -3,397 -77.4% Q4 2025 Feb 12, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 992 370 0.17% 0.17% 1086 +3 0.3% Q4 2025 Jan 28, 2026
ADELL HARRIMAN & CARPENTER INC History No change 993 370 0.02% 0.02% 1084 0 0.0% Q4 2025 Feb 06, 2026
E6 Portfolios, LLC History New 985 367 0.42% — 1088 +985 New Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History Added to 985 367 0.07% 0.07% 1087 +2 0.2% Q4 2025 Feb 09, 2026
Cardinal Point Capital Management ULC History Reduced 979 365 0.02% 0.02% 1090 -2 -0.2% Q4 2025 Feb 05, 2026
WBH ADVISORY INC History No change 979 365 0.03% 0.03% 1089 0 0.0% Q4 2025 Jan 26, 2026
Sowell Financial Services LLC History Reduced 975 364 0.01% 0.01% 1091 -40 -3.94% Q4 2025 Jan 21, 2026
S.A. Mason LLC History No change 975 364 0.14% 0.16% 1092 0 0.0% Q4 2025 Jan 29, 2026
Range Financial Group LLC History No change 974 363 0.13% 0.13% 1093 0 0.0% Q4 2025 Jan 15, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 969 362 0.16% 0.16% 1094 -9 -0.92% Q4 2025 Jan 29, 2026
Gibbs Wealth Management History No change 953 362 0.09% 0.08% 1095 0 0.0% Q4 2025 Jan 23, 2026
Joseph Group Capital Management History Reduced 967 361 0.09% 0.12% 1096 -232 -19.35% Q4 2025 Jan 30, 2026
Redwood Wealth Management Group, LLC History Reduced 966 360 0.15% 0.18% 1097 -197 -16.94% Q4 2025 Feb 03, 2026
Tenon Financial LLC History No change 966 360 0.15% 0.18% 1098 0 0.0% Q4 2025 Jan 16, 2026
Gibson Capital, LLC History No change 958 357 0.07% 0.06% 1099 0 0.0% Q4 2025 Feb 05, 2026
Fulcrum Capital LLC History No change 957 357 0.07% 0.07% 1100 0 0.0% Q4 2025 Jan 15, 2026
Symphony Financial, Ltd. Co. History Added to 953 355 0.05% 0.04% 1101 +110 13.05% Q4 2025 Feb 11, 2026
Glass Jacobson Investment Advisors llc History No change 952 355 0.13% 0.13% 1102 0 0.0% Q4 2025 Jan 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 944 352 0.02% 0.02% 1103 +55 6.19% Q4 2025 Jan 20, 2026
Etesian Wealth Advisors, Inc. History Reduced 940 351 0.11% 0.15% 1104 -301 -24.25% Q4 2025 Feb 11, 2026
NBT BANK N A /NY History No change 935 349 0.02% 0.02% 1105 0 0.0% Q4 2025 Jan 23, 2026
DEUTSCHE BANK AG\ History Added to 934 348 0.0% 0.0% 1106 +20 2.19% Q4 2025 Feb 11, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 934 348 0.15% 0.16% 1107 +3 0.32% Q4 2025 Feb 13, 2026
PERSONAL CFO SOLUTIONS, LLC History New 931 347 0.06% — 1108 +931 New Q4 2025 Jan 22, 2026
Orgel Wealth Management, LLC History Reduced 923 344 0.01% 0.02% 1110 -1,984 -68.25% Q4 2025 Jan 07, 2026
High Falls Advisors, Inc History Added to 923 344 0.07% 0.07% 1109 +30 3.36% Q4 2025 Feb 18, 2026
ROTHSCHILD INVESTMENT LLC History No change 921 343 0.02% 0.02% 1111 0 0.0% Q4 2025 Feb 10, 2026
TOWNSQUARE CAPITAL LLC History No change 919 343 0.08% 0.05% 1112 0 0.0% Q4 2025 Feb 11, 2026
Bedel Financial Consulting, Inc. History No change 917 342 0.04% 0.04% 1113 0 0.0% Q4 2025 Jan 28, 2026
Sherman Wealth Management LLC History New 915 341 0.3% — 1116 +915 New Q4 2025 Jan 15, 2026
WEALTHGARDEN F.S. LLC History Added to 898 341 0.22% 0.18% 1115 +215 31.48% Q4 2025 Feb 11, 2026
ODonnell Financial Services, LLC History No change 914 341 0.12% 0.12% 1114 0 0.0% Q4 2025 Jan 29, 2026
55 North Private Wealth, LLC History New 910 339 0.09% — 1117 +910 New Q4 2025 Jan 27, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 903 337 0.1% 0.1% 1118 0 0.0% Q4 2025 Feb 12, 2026
AMJ Financial Wealth Management History No change 903 337 0.08% 0.08% 1119 0 0.0% Q4 2025 Feb 05, 2026
Legacy Wealth Management, LLC / MS History New 900 336 0.09% — 1120 +900 New Q4 2025 Jan 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 899 335 0.02% 0.02% 1121 +55 6.52% Q4 2025 Jan 28, 2026
Thrive Wealth Management, LLC History Reduced 897 334 0.05% 0.07% 1122 -289 -24.37% Q4 2025 Jan 12, 2026
SAXON INTERESTS, INC. History Reduced 895 334 0.12% 0.14% 1123 -138 -13.36% Q4 2025 Feb 13, 2026
Parkwoods Wealth Partners, LLC History Added to 893 333 0.1% 0.11% 1124 +2 0.22% Q4 2025 Jan 15, 2026
CAPITAL ADVISORS INC/OK History Added to 889 331 0.01% 0.01% 1125 +1 0.11% Q4 2025 Jan 15, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 886 330 0.04% 0.04% 1126 -65 -6.83% Q4 2025 Feb 13, 2026
LongView Wealth Management History Reduced 864 329 0.08% 0.11% 1128 -239 -21.67% Q4 2025 Jan 13, 2026
Accretive Wealth Partners, LLC History No change 883 329 0.1% 0.1% 1127 0 0.0% Q4 2025 Jan 28, 2026
Kestra Investment Management, LLC History New 880 328 0.01% — 1130 +880 New Q4 2025 Feb 09, 2026
SmartHarvest Portfolios, LLC History New 879 328 0.11% — 1132 +879 New Q4 2025 Feb 12, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 881 328 0.04% 0.03% 1131 +268 43.72% Q4 2025 Jan 15, 2026
Reynders McVeigh Capital Management, LLC History Reduced 877 328 0.02% 0.02% 1129 -75 -7.88% Q4 2025 Feb 02, 2026
Arsenal Capital Advisors LLC History New 876 327 0.23% — 1133 +876 New Q4 2025 Feb 11, 2026
Centurion Wealth Management LLC History Reduced 872 325 0.07% 0.07% 1134 -26 -2.9% Q4 2025 Jan 14, 2026
MidAtlantic Capital Management, Inc. History No change 869 324 0.21% 0.22% 1135 0 0.0% Q4 2025 Feb 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 867 323 0.01% 0.01% 1136 0 0.0% Q4 2025 Jan 27, 2026
SAGE RHINO CAPITAL LLC History No change 866 323 0.06% 0.06% 1137 0 0.0% Q4 2025 Jan 30, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 863 322 0.02% 0.02% 1138 0 0.0% Q4 2025 Jan 28, 2026
Financial Alternatives, Inc History No change 851 317 0.18% 0.19% 1139 0 0.0% Q4 2025 Feb 04, 2026
Kelly Financial Services LLC History Added to 844 315 0.08% 0.08% 1141 +36 4.46% Q4 2025 Jan 13, 2026
Werba Rubin Papier Wealth Management History Added to 846 315 0.09% 0.05% 1140 +2 0.24% Q4 2025 Jan 27, 2026
Edge Financial Advisors LLC History No change 842 314 0.13% 0.14% 1142 0 0.0% Q4 2025 Jan 28, 2026
CALTON & ASSOCIATES, INC. History Reduced 838 313 0.05% 0.05% 1143 -38 -4.34% Q4 2025 Feb 10, 2026
Covenant Partners, LLC History No change 839 313 0.09% 0.09% 1144 0 0.0% Q4 2025 Jan 26, 2026
Principle Wealth Partners LLC History No change 837 312 0.02% 0.02% 1145 0 0.0% Q4 2025 Feb 06, 2026
RAM Investment Partners, LLC History No change 836 312 0.06% 0.06% 1146 0 0.0% Q4 2025 Feb 12, 2026
Allred Capital Management, LLC History No change 835 311 0.11% 0.11% 1147 0 0.0% Q4 2025 Feb 10, 2026
Wealth Advisors of Iowa, LLC History No change 832 310 0.1% 0.1% 1148 0 0.0% Q4 2025 Feb 05, 2026
Advisory Alpha, LLC History Reduced 829 309 0.01% 0.01% 1149 -66 -7.37% Q4 2025 Feb 06, 2026
Greenhouse Wealth Management, LLC History Added to 823 307 0.18% 0.18% 1150 +2 0.24% Q4 2025 Jan 21, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 822 306 0.02% 0.02% 1151 0 0.0% Q4 2025 Jan 22, 2026
Abound Wealth Management History Added to 818 305 0.07% 0.07% 1152 +1 0.12% Q4 2025 Jan 12, 2026
SHP Wealth Management History New 816 304 0.02% — 1153 +816 New Q4 2025 Mar 04, 2026
LEGACY FINANCIAL GROUP, INC. History New 813 303 0.08% — 1154 +813 New Q4 2025 Feb 06, 2026
BlueChip Wealth Advisors LLC History No change 812 303 0.13% 0.13% 1155 0 0.0% Q4 2025 Feb 05, 2026
Oak Wealth Advisors LLC History No change 814 303 0.17% 0.17% 1156 0 0.0% Q4 2025 Feb 11, 2026
Main Street Financial Solutions, LLC History Reduced 810 302 0.02% 0.04% 1157 -1,007 -55.42% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 810 302 0.01% 0.02% 1158 +128 18.77% Q4 2025 Feb 04, 2026
Kapstone Financial Advisors LLC History No change 810 302 0.15% 0.14% 1159 0 0.0% Q4 2025 Feb 05, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 807 301 0.07% 0.07% 1160 0 0.0% Q4 2025 Jan 23, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 806 300 0.05% 0.05% 1161 0 0.0% Q4 2025 Feb 09, 2026
Faithward Advisors, LLC History Added to 801 299 0.04% 0.04% 1163 +2 0.25% Q4 2025 Feb 17, 2026
ALESCO ADVISORS LLC History No change 801 299 0.01% 0.01% 1162 0 0.0% Q4 2025 Jan 28, 2026
Iowa State Bank History No change 800 298 0.06% 0.06% 1164 0 0.0% Q4 2025 Jan 06, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 800 298 0.17% 0.17% 1165 0 0.0% Q4 2025 Jan 16, 2026
Linden Thomas Advisory Services, LLC History New 796 297 0.03% — 1166 +796 New Q4 2025 Jan 16, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 793 296 0.06% 0.06% 1167 0 0.0% Q4 2025 Jan 28, 2026
ISTHMUS PARTNERS, LLC History No change 795 296 0.03% 0.06% 1168 0 0.0% Q4 2025 Feb 05, 2026
Stone Summit Wealth LLC History No change 788 294 0.08% 0.08% 1169 0 0.0% Q4 2025 Jan 27, 2026
MBL Wealth, LLC History No change 787 293 0.02% 0.03% 1170 0 0.0% Q4 2025 Jan 21, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 778 291 0.0% 0.0% 1171 +512 192.48% Q4 2025 Feb 09, 2026
IPG Investment Advisors LLC History Reduced 780 291 0.05% 0.05% 1172 -20 -2.5% Q4 2025 Feb 09, 2026
Family Office Research LLC History Added to 774 291 0.12% 0.12% 1173 +1 0.13% Q4 2025 Feb 09, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 764 290 0.08% 0.08% 1174 +111 17.0% Q4 2025 Feb 10, 2026
Millington Financial Advisors, LLC History No change 764 289 0.13% 0.13% 1175 0 0.0% Q4 2025 Feb 09, 2026
Coppell Advisory Solutions LLC History No change 764 287 0.03% 0.03% 1176 0 0.0% Q4 2025 Feb 17, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 768 286 0.07% 0.06% 1177 0 0.0% Q4 2025 Feb 11, 2026
Operose Advisors LLC History Reduced 764 285 0.07% 0.16% 1178 -960 -55.68% Q4 2025 Feb 10, 2026
Wealthcare Capital Partners, LLC History Reduced 764 285 0.13% 0.13% 1180 -2 -0.26% Q4 2025 Jan 14, 2026
Lewis Asset Management, LLC History Added to 764 285 0.12% 0.11% 1179 +1 0.13% Q4 2025 Jan 15, 2026
Sigma Planning Corp History Added to 763 284 0.01% 0.01% 1181 +14 1.87% Q4 2025 Jan 30, 2026
Holistic Financial Partners History No change 760 283 0.1% 0.11% 1182 0 0.0% Q4 2025 Jan 07, 2026
Highview Capital Management LLC/DE/ History No change 760 283 0.1% 0.1% 1183 0 0.0% Q4 2025 Jan 27, 2026
Pacific Asset Management, LLC History Reduced 754 281 0.17% 0.19% 1185 -1 -0.13% Q4 2025 Jan 28, 2026
KDK Private Wealth Management, LLC History No change 754 281 0.25% 0.28% 1184 0 0.0% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 751 280 0.01% 0.01% 1186 -497 -39.82% Q4 2025 Feb 03, 2026
Missouri Trust & Investment Co History No change 750 280 0.08% 0.08% 1187 0 0.0% Q4 2025 Feb 13, 2026
Goldstone Financial Group, LLC History No change 750 280 0.03% 0.03% 1188 0 0.0% Q4 2025 Feb 13, 2026
Hegarty Advisors, LLC History New 749 279 0.24% — 1189 +749 New Q4 2025 Jan 29, 2026
Balboa Wealth Partners History Added to 747 278 0.05% 0.05% 1190 +2 0.27% Q4 2025 Jan 16, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 739 275 0.02% 0.02% 1191 +150 25.47% Q4 2025 Feb 12, 2026
Purkiss Capital Advisors LLC History No change 733 273 0.13% 0.13% 1192 0 0.0% Q4 2025 Feb 04, 2026
WealthCollab, LLC History No change 730 272 0.11% 0.12% 1193 0 0.0% Q4 2025 Jan 27, 2026
BEARING POINT CAPITAL, LLC History No change 730 272 0.04% 0.05% 1194 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History Reduced 727 271 0.06% 0.07% 1198 -27 -3.58% Q4 2025 Jan 12, 2026
MTM Investment Management, LLC History Added to 726 271 0.09% 0.08% 1197 +2 0.28% Q4 2025 Feb 09, 2026
BOSTON FAMILY OFFICE LLC History No change 725 271 0.02% 0.02% 1195 0 0.0% Q4 2025 Feb 13, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 727 271 0.05% 0.05% 1196 0 0.0% Q4 2025 Jan 21, 2026
HRT FINANCIAL LP History Reduced 724 270 0.0% 0.02% 1199 -11,277 -93.97% Q4 2025 Feb 12, 2026
Redhawk Wealth Advisors, Inc. History Reduced 723 270 0.03% 0.03% 1200 -8 -1.09% Q4 2025 Jan 14, 2026
Wealth Dimensions Group, Ltd. History No change 724 270 0.05% 0.05% 1201 0 0.0% Q4 2025 Feb 13, 2026
GEM Asset Management, LLC History No change 716 270 0.12% 0.12% 1202 0 0.0% Q4 2025 Jan 09, 2026
TFR Capital, LLC. History No change 725 270 0.09% 0.09% 1203 0 0.0% Q4 2025 Jan 27, 2026
WEALTH EFFECTS LLC History No change 723 269 0.08% 0.08% 1204 0 0.0% Q4 2025 Jan 26, 2026
Rydar Equities, Inc. History Added to 719 268 0.21% 0.21% 1206 +2 0.28% Q4 2025 Jan 21, 2026
EPG Wealth Management LLC History No change 720 268 0.07% 0.07% 1205 0 0.0% Q4 2025 Jan 28, 2026
Carmel Capital Partners, LLC History No change 717 267 0.09% 0.11% 1207 0 0.0% Q4 2025 Jan 29, 2026
Marin Bay Wealth Advisors, LLC History New 713 266 0.15% — 1209 +713 New Q4 2025 Feb 17, 2026
Athena Investment Management History No change 712 266 0.14% 0.14% 1208 0 0.0% Q4 2025 Feb 12, 2026
Private Capital Management, LLC History No change 708 264 0.02% 0.02% 1210 0 0.0% Q4 2025 Feb 17, 2026
Aspect Partners, LLC History No change 702 262 0.11% 0.12% 1211 0 0.0% Q4 2025 Jan 23, 2026
STATE STREET CORP History No change 700 261 0.0% 0.0% 1212 0 0.0% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 698 260 0.0% — 1213 +698 New Q4 2025 Feb 13, 2026
MATRIX ASSET ADVISORS INC/NY History Reduced 697 260 0.02% 0.03% 1214 -54 -7.19% Q4 2025 Jan 16, 2026
Quadcap Wealth Management, LLC History No change 696 259 0.03% 0.03% 1215 0 0.0% Q4 2025 Jan 29, 2026
Headlands Technologies LLC History Reduced 692 258 0.02% 0.06% 1216 -1,397 -66.87% Q4 2025 Feb 13, 2026
626 Financial, LLC History No change 691 258 0.11% 0.11% 1217 0 0.0% Q4 2025 Feb 05, 2026
Fielder Capital Group LLC History No change 690 257 0.05% 0.06% 1218 0 0.0% Q4 2025 Feb 10, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 687 256 0.09% 0.12% 1223 -161 -18.99% Q4 2025 Jan 26, 2026
Moors & Cabot, Inc. History Added to 687 256 0.01% 0.01% 1222 +60 9.57% Q4 2025 Feb 10, 2026
King Wealth Management Group History Reduced 686 256 0.03% 0.03% 1221 -15 -2.14% Q4 2025 Feb 09, 2026
ST GERMAIN D J CO INC History No change 687 256 0.01% 0.01% 1219 0 0.0% Q4 2025 Jan 29, 2026
TRUST CO OF VERMONT History No change 687 256 0.01% 0.01% 1220 0 0.0% Q4 2025 Jan 16, 2026
Intellus Advisors LLC History No change 688 256 0.03% 0.03% 1224 0 0.0% Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History New 684 255 0.03% — 1226 +684 New Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Reduced 683 255 0.02% 0.02% 1225 -100 -12.77% Q4 2025 Jan 29, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Reduced 684 255 0.23% 0.24% 1227 -8 -1.16% Q4 2025 Feb 05, 2026
Timonier Family Office, LTD. History No change 685 255 0.08% 0.08% 1228 0 0.0% Q4 2025 Feb 04, 2026
Fortis Capital Management LLC History Added to 681 254 0.03% 0.03% 1230 +2 0.29% Q4 2025 Feb 13, 2026
Summit Place Financial Advisors, LLC History No change 682 254 0.12% 0.12% 1229 0 0.0% Q4 2025 Feb 02, 2026
New England Professional Planning Group Inc. History No change 678 253 0.11% 0.11% 1231 0 0.0% Q4 2025 Jan 14, 2026
Colter Lewis Investment Partners LLC History New 677 252 0.29% — 1233 +677 New Q4 2025 Feb 17, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 676 252 0.07% 0.07% 1232 +1 0.15% Q4 2025 Jan 23, 2026
JNBA Financial Advisors History Added to 673 251 0.02% 0.01% 1234 +418 163.92% Q4 2025 Jan 26, 2026
Magnus Financial Group LLC History New 671 250 0.02% — 1236 +671 New Q4 2025 Jan 07, 2026
Bigelow Investment Advisors, LLC History Reduced 670 250 0.1% 0.11% 1235 -50 -6.94% Q4 2025 Jan 28, 2026
Revolve Wealth Partners, LLC History Reduced 668 249 0.03% 0.04% 1238 -246 -26.91% Q4 2025 Jan 20, 2026
Silicon Valley Capital Partners History Added to 667 249 0.02% 0.02% 1237 +2 0.3% Q4 2025 Feb 13, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 665 248 0.04% 0.04% 1239 0 0.0% Q4 2025 Jan 15, 2026
Bond & Devick Financial Network, Inc. History No change 663 247 0.07% 0.07% 1240 0 0.0% Q4 2025 Jan 14, 2026
Kemnay Advisory Services Inc. History New 660 246 0.04% — 1241 +660 New Q4 2025 Feb 17, 2026
Tempo Wealth, LLC History New 658 245 0.04% — 1243 +658 New Q4 2025 Feb 25, 2026
Petix & Botte Co History No change 658 245 0.06% 0.06% 1242 0 0.0% Q4 2025 Feb 05, 2026
BAILARD, INC. History Added to 655 244 0.01% 0.0% 1244 +83 14.51% Q4 2025 Feb 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 654 244 0.01% 0.02% 1245 0 0.0% Q4 2025 Feb 12, 2026
Calamos Advisors LLC History Reduced 651 243 0.0% 0.0% 1246 -205 -23.95% Q4 2025 Jan 29, 2026
Howard Capital Management Inc. History Reduced 652 243 0.0% 0.0% 1247 -23 -3.41% Q4 2025 Jan 23, 2026
Pflug Koory, LLC History Reduced 652 243 0.11% 0.12% 1248 -22 -3.26% Q4 2025 Jan 20, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 652 243 0.06% 0.06% 1249 0 0.0% Q4 2025 Feb 06, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 650 242 0.07% 0.07% 1251 +21 3.34% Q4 2025 Feb 05, 2026
UNITED BANK History No change 650 242 0.03% 0.03% 1250 0 0.0% Q4 2025 Feb 13, 2026
Investors Research Corp History Reduced 647 241 0.04% 0.07% 1252 -366 -36.13% Q4 2025 Jan 06, 2026
Financial Gravity Asset Management, Inc. History No change 647 241 0.05% 0.05% 1253 0 0.0% Q4 2025 Feb 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 644 240 0.04% 0.04% 1254 0 0.0% Q4 2025 Feb 17, 2026
Disciplined Investments, LLC History No change 645 240 0.09% 0.09% 1255 0 0.0% Q4 2025 Feb 05, 2026
Seneschal Advisors, LLC History No change 643 240 0.18% 0.17% 1256 0 0.0% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 640 239 0.01% 0.01% 1257 +1 0.16% Q4 2025 Feb 10, 2026
NWK Group, Inc. History No change 640 239 0.08% 0.08% 1258 0 0.0% Q4 2025 Feb 09, 2026
XXI WEALTH, LLC History New 636 237 0.14% — 1261 +636 New Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History New 635 237 0.0% — 1259 +635 New Q4 2025 Feb 17, 2026
Olde Wealth Management, LLC History Reduced 637 237 0.07% 0.08% 1260 -20 -3.04% Q4 2025 Feb 12, 2026
SMART Wealth LLC History New 633 236 0.07% — 1263 +633 New Q4 2025 Jan 26, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 633 236 0.0% 0.0% 1262 +574 972.88% Q4 2025 Feb 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 632 235 0.02% 0.02% 1264 0 0.0% Q4 2025 Feb 05, 2026
Aspen Grove Capital, LLC History No change 631 235 0.04% 0.04% 1265 0 0.0% Q4 2025 Feb 17, 2026
Rathbones Group PLC History Reduced 627 234 0.0% 0.0% 1266 -26 -3.98% Q4 2025 Feb 06, 2026
Prestige Wealth Management Group LLC History No change 625 233 0.04% 0.04% 1267 0 0.0% Q4 2025 Feb 11, 2026
AGH Wealth Advisors, LLC History No change 625 233 0.18% 0.17% 1268 0 0.0% Q4 2025 Feb 04, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 620 231 0.07% 0.05% 1271 +1 0.16% Q4 2025 Feb 02, 2026
ROBERTS GLORE & CO INC /IL/ History No change 619 231 0.06% 0.06% 1269 0 0.0% Q4 2025 Feb 05, 2026
Freedom Day Solutions, LLC History No change 621 231 0.06% 0.06% 1270 0 0.0% Q4 2025 Feb 04, 2026
Windsor Capital Management, LLC History Reduced 612 228 0.06% 0.06% 1272 -26 -4.08% Q4 2025 Jan 15, 2026
Resurgent Financial Advisors LLC History No change 612 228 0.11% 0.11% 1273 0 0.0% Q4 2025 Feb 12, 2026
UNIVEST FINANCIAL Corp History New 608 227 0.01% — 1274 +608 New Q4 2025 Feb 04, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 609 227 0.01% 0.01% 1275 -14 -2.25% Q4 2025 Feb 13, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 609 227 0.09% 0.11% 1276 +1 0.16% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History No change 608 227 0.06% 0.06% 1277 0 0.0% Q4 2025 Jan 29, 2026
BINGHAM PRIVATE WEALTH, LLC History New 605 225 0.19% — 1280 +605 New Q4 2025 Jan 23, 2026
WIMMER ASSOCIATES 1, LLC History No change 604 225 0.1% 0.11% 1278 0 0.0% Q4 2025 Feb 13, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 605 225 0.05% 0.05% 1279 0 0.0% Q4 2025 Feb 05, 2026
Latitude Advisors, LLC History New 602 224 0.1% — 1283 +602 New Q4 2025 Jan 27, 2026
Berkeley Capital Partners, LLC History Reduced 600 224 0.05% 0.07% 1282 -200 -25.0% Q4 2025 Feb 05, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 600 224 0.02% 0.03% 1281 -182 -23.27% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 597 223 0.01% 0.01% 1284 +1 0.17% Q4 2025 Jan 26, 2026
InvesTrust History New 595 222 0.09% — 1285 +595 New Q4 2025 Jan 14, 2026
Galvin, Gaustad & Stein, LLC History Reduced 592 221 0.02% 0.02% 1286 -25 -4.05% Q4 2025 Jan 23, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 591 220 0.07% 0.07% 1287 +43 7.85% Q4 2025 Jan 26, 2026
Autumn Glory Partners, LLC History No change 591 220 0.08% 0.09% 1288 0 0.0% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 589 219 0.01% 0.01% 1291 -170 -22.4% Q4 2025 Feb 17, 2026
Sterling Financial Planning, Inc. History No change 589 219 0.07% 0.07% 1289 0 0.0% Q4 2025 Jan 27, 2026
VISTA FINANCE, LLC History No change 588 219 0.14% 0.14% 1290 0 0.0% Q4 2025 Jan 27, 2026
Fort Sheridan Advisors LLC History No change 585 218 0.03% 0.03% 1292 0 0.0% Q4 2025 Feb 10, 2026
Marks Group Wealth Management, Inc History Reduced 583 217 0.02% 0.06% 1293 -1,142 -66.2% Q4 2025 Feb 11, 2026
Everhart Financial Group, Inc. History New 582 217 0.02% — 1295 +582 New Q4 2025 Jan 07, 2026
Financial Connections Group, Inc. History Reduced 582 217 0.07% 0.1% 1296 -140 -19.39% Q4 2025 Jan 23, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 583 217 0.03% 0.03% 1294 0 0.0% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History New 579 216 0.01% — 1297 +579 New Q4 2025 Feb 09, 2026
Evolution Wealth Advisors, LLC History Reduced 579 216 0.02% 0.03% 1298 -125 -17.76% Q4 2025 Jan 12, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 581 216 0.16% 0.15% 1299 0 0.0% Q4 2025 Feb 05, 2026
Samalin Investment Counsel, LLC History Added to 576 215 0.08% 0.07% 1300 +1 0.17% Q4 2025 Jan 30, 2026
Shira Ridge Wealth Management History No change 576 215 0.09% 0.09% 1301 0 0.0% Q4 2025 Jan 12, 2026
Cassaday & Co Wealth Management LLC History No change 577 215 0.0% 0.0% 1302 0 0.0% Q4 2025 Feb 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 575 214 0.01% — 1304 +575 New Q4 2025 Feb 03, 2026
Dorato Capital Management History New 566 214 0.16% — 1305 +566 New Q4 2025 Jan 16, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 573 214 0.03% 0.03% 1303 0 0.0% Q4 2025 Jan 29, 2026
LS Investment Advisors, LLC History No change 572 213 0.03% 0.03% 1306 0 0.0% Q4 2025 Jan 26, 2026
Independence Bank of Kentucky History Added to 568 212 0.03% 0.02% 1307 +195 52.28% Q4 2025 Jan 20, 2026
Signature Wealth Management Partners, LLC History No change 570 212 0.1% 0.11% 1308 0 0.0% Q4 2025 Feb 02, 2026
Matisse Capital History Reduced 567 211 0.09% 0.09% 1309 -13 -2.24% Q4 2025 Jan 29, 2026
Northstar Advisory Group, LLC History Added to 564 210 0.07% 0.08% 1311 +1 0.18% Q4 2025 Jan 15, 2026
BBR PARTNERS, LLC History No change 564 210 0.01% 0.01% 1310 0 0.0% Q4 2025 Feb 11, 2026
OARSMAN CAPITAL, INC. History No change 562 209 0.03% 0.03% 1312 0 0.0% Q4 2025 Feb 13, 2026
BENNETT SELBY INVESTMENTS LP History No change 561 209 0.07% 0.07% 1313 0 0.0% Q4 2025 Jan 08, 2026
BridgePort Financial Solutions, LLC History No change 560 209 0.06% 0.05% 1314 0 0.0% Q4 2025 Jan 16, 2026
Strategic Financial Concepts, LLC History New 557 208 0.19% — 1315 +557 New Q4 2025 Feb 09, 2026
Root Financial Partners, LLC History Added to 557 208 0.01% 0.01% 1316 +24 4.5% Q4 2025 Feb 10, 2026
Axis Wealth Partners, LLC History Added to 557 207 0.11% 0.12% 1318 +10 1.83% Q4 2025 Jan 30, 2026
RVW Wealth, LLC History Added to 555 207 0.02% 0.02% 1317 +2 0.36% Q4 2025 Jan 12, 2026
TRITONPOINT WEALTH, LLC History Reduced 553 206 0.02% 0.1% 1319 -2,514 -81.97% Q4 2025 Jan 20, 2026
Colorado Capital Management, Inc. History Reduced 550 205 0.08% 0.08% 1322 -27 -4.68% Q4 2025 Jan 23, 2026
HFG Wealth Management, LLC History Added to 550 205 0.11% 0.11% 1324 +1 0.18% Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History No change 550 205 0.02% 0.02% 1320 0 0.0% Q4 2025 Jan 26, 2026
Blume Capital Management, Inc. History No change 550 205 0.04% 0.04% 1321 0 0.0% Q4 2025 Feb 05, 2026
CWS Financial Advisors, LLC History No change 550 205 0.06% 0.06% 1323 0 0.0% Q4 2025 Feb 06, 2026
WADDELL & ASSOCIATES, LLC History New 548 204 0.01% — 1326 +548 New Q4 2025 Feb 11, 2026
PKS Advisory Services, LLC History New 547 204 0.05% — 1325 +547 New Q4 2025 Feb 02, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 547 204 0.03% 0.04% 1327 0 0.0% Q4 2025 Feb 10, 2026
Mascagni Wealth Management, Inc. History New 546 203 0.15% — 1329 +546 New Q4 2025 Feb 11, 2026
SP Asset Management LLC History New 544 203 0.02% — 1328 +544 New Q4 2025 Jan 28, 2026
PFG Private Wealth Management, LLC History New 541 202 0.09% — 1331 +541 New Q4 2025 Jan 15, 2026
Trexquant Investment LP History Reduced 543 202 0.0% 0.0% 1330 -78 -12.56% Q4 2025 Feb 17, 2026
Hardy Reed LLC History New 540 201 0.01% — 1332 +540 New Q4 2025 Feb 06, 2026
Breachway Investments LLC History New 540 201 0.21% — 1333 +540 New Q4 2025 Jan 27, 2026
LIBRA WEALTH LLC History New 538 200 0.06% — 1335 +538 New Q4 2025 Jan 28, 2026
Argos Wealth Advisors, LLC History New 536 200 0.05% — 1334 +536 New Q4 2025 Feb 04, 2026
Federation des caisses Desjardins du Quebec History Added to 535 199 0.0% 0.0% 1336 +485 970.0% Q4 2025 Feb 12, 2026
City State Bank History No change 525 196 0.05% 0.06% 1337 0 0.0% Q4 2025 Jan 28, 2026
CoreCap Advisors, LLC History Added to 517 193 0.01% 0.01% 1338 +39 8.16% Q4 2025 Jan 13, 2026
First Pacific Financial History Added to 510 190 0.02% 0.03% 1339 +2 0.39% Q4 2025 Jan 16, 2026
Copia Wealth Management History No change 502 187 0.13% 0.14% 1340 0 0.0% Q4 2025 Feb 06, 2026
Trifecta Capital Advisors, LLC History No change 500 186 0.03% 0.03% 1341 0 0.0% Q4 2025 Jan 30, 2026
C M BIDWELL & ASSOCIATES LTD History No change 496 185 0.09% 0.09% 1342 0 0.0% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History No change 496 185 0.01% 0.01% 1343 0 0.0% Q4 2025 Feb 23, 2026
Creative Capital Management Investments LLC History No change 482 179 0.05% 0.06% 1344 0 0.0% Q4 2025 Jan 23, 2026
Millstone Evans Group, LLC History No change 478 178 0.1% 0.11% 1345 0 0.0% Q4 2025 Feb 02, 2026
Signature Equity Partners, LLC History New 467 174 0.1% — 1346 +467 New Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History Added to 453 171 0.06% 0.05% 1347 +103 29.43% Q4 2025 Feb 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 445 168 0.12% 0.12% 1348 0 0.0% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History No change 451 168 0.01% 0.01% 1349 0 0.0% Q4 2025 Jan 05, 2026
Eukles Asset Management History No change 447 166 0.06% 0.06% 1350 0 0.0% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History Reduced 434 162 0.01% 0.02% 1351 -179 -29.2% Q4 2025 Jan 28, 2026
First Command Advisory Services, Inc. History Added to 429 160 0.0% 0.0% 1353 +343 398.84% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 430 160 0.03% 0.03% 1352 0 0.0% Q4 2025 Jan 23, 2026
Fairway Wealth LLC History Reduced 423 157 0.04% 0.05% 1354 -79 -15.74% Q4 2025 Jan 28, 2026
Integrity Financial Corp /WA History No change 416 155 0.08% 0.07% 1355 0 0.0% Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History Added to 410 153 0.01% 0.02% 1356 +1 0.24% Q4 2025 Feb 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 406 151 0.01% 0.01% 1357 -52 -11.35% Q4 2025 Feb 06, 2026
Family Manage LLC History No change 405 151 0.02% 0.02% 1358 0 0.0% Q4 2025 Feb 17, 2026
Founders Capital Management History No change 395 147 0.08% 0.08% 1359 0 0.0% Q4 2025 Jan 15, 2026
HOWE & RUSLING INC History No change 390 145 0.01% 0.01% 1360 0 0.0% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 379 141 0.04% 0.01% 1361 +288 316.48% Q4 2025 Feb 09, 2026
Pandora Wealth, Inc. History No change 371 138 0.08% 0.08% 1362 0 0.0% Q4 2025 Feb 04, 2026
SJS Investment Consulting Inc. History Added to 367 137 0.02% 0.01% 1364 +100 37.45% Q4 2025 Jan 21, 2026
Cedar Mountain Advisors, LLC History No change 368 137 0.03% 0.03% 1363 0 0.0% Q4 2025 Feb 11, 2026
PINNEY & SCOFIELD, INC. History No change 360 134 0.08% 0.08% 1365 0 0.0% Q4 2025 Feb 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 350 130 0.01% 0.03% 1367 -600 -63.16% Q4 2025 Feb 09, 2026
CULLEN/FROST BANKERS, INC. History Added to 351 130 0.0% 0.0% 1366 +149 73.76% Q4 2025 Feb 06, 2026
Quent Capital, LLC History Reduced 343 128 0.01% 0.02% 1368 -413 -54.63% Q4 2025 Jan 29, 2026
Roxbury Financial LLC History No change 341 127 0.11% 0.11% 1369 0 0.0% Q4 2025 Jan 05, 2026
Winthrop Capital Management, LLC History No change 330 123 0.03% 0.03% 1370 0 0.0% Q4 2025 Feb 10, 2026
Hughes Financial Services, LLC History No change 327 122 0.02% 0.02% 1371 0 0.0% Q4 2025 Feb 11, 2026
CX Institutional History Added to 324 121 0.0% 0.0% 1372 +70 27.56% Q4 2025 Feb 02, 2026
MARQUETTE ASSOCIATES, INC. History Reduced 321 119 0.15% 0.35% 1373 -471 -59.47% Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 308 115 0.02% — 1375 +308 New Q4 2025 Feb 09, 2026
Paladin Advisory Group, LLC History No change 308 115 0.08% 0.09% 1374 0 0.0% Q4 2025 Jan 21, 2026
Private Wealth Asset Management, LLC History Reduced 307 114 0.01% 0.01% 1376 -34 -9.97% Q4 2025 Feb 10, 2026
Milestone Investment Advisors LLC History No change 300 112 0.03% 0.03% 1377 0 0.0% Q4 2025 Feb 11, 2026
Frazier Financial Advisors, LLC History No change 300 112 0.07% 0.07% 1378 0 0.0% Q4 2025 Feb 09, 2026
Salomon & Ludwin, LLC History No change 290 109 0.01% 0.01% 1379 0 0.0% Q4 2025 Jan 28, 2026
TOMPKINS FINANCIAL CORP History No change 291 108 0.01% 0.01% 1380 0 0.0% Q4 2025 Jan 08, 2026
Kozak & Associates, Inc. History No change 285 108 0.02% 0.02% 1381 0 0.0% Q4 2025 Jan 12, 2026
Avalon Trust Co History No change 285 106 0.01% 0.01% 1382 0 0.0% Q4 2025 Feb 09, 2026
Pacific Center for Financial Services History No change 286 104 0.03% 0.03% 1383 0 0.0% Q4 2025 Feb 17, 2026
Grove Bank & Trust History Reduced 269 100 0.01% 0.02% 1384 -222 -45.21% Q4 2025 Jan 08, 2026
Colonial Trust Co / SC History Added to 269 100 0.01% 0.01% 1385 +13 5.08% Q4 2025 Feb 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 261 97 0.03% 0.03% 1386 0 0.0% Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History No change 258 96 0.01% 0.01% 1387 0 0.0% Q4 2025 Jan 22, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 252 94 0.02% 0.02% 1388 0 0.0% Q4 2025 Jan 23, 2026
TANAKA CAPITAL MANAGEMENT INC History No change 235 88 0.16% 0.15% 1389 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History No change 232 86 0.04% 0.04% 1390 0 0.0% Q4 2025 Feb 03, 2026
Bay Harbor Wealth Management, LLC History Reduced 228 85 0.02% 0.03% 1391 -50 -17.99% Q4 2025 Feb 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 215 80 0.01% 0.01% 1392 0 0.0% Q4 2025 Jan 20, 2026
Providence Capital Advisors, LLC History No change 209 77 0.01% 0.01% 1393 0 0.0% Q4 2025 Feb 12, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 205 76 0.02% 0.02% 1394 +27 15.17% Q4 2025 Feb 02, 2026
Washington Trust Advisors, Inc. History No change 200 74 0.01% 0.01% 1395 0 0.0% Q4 2025 Feb 03, 2026
Capital Investment Advisory Services, LLC History Added to 195 72 0.01% 0.01% 1396 +15 8.33% Q4 2025 Jan 21, 2026
Activest Wealth Management History No change 195 72 0.01% 0.01% 1397 0 0.0% Q4 2025 Jan 30, 2026
Windsor Advisory Group, LLC History New 187 69 0.06% — 1399 +187 New Q4 2025 Feb 17, 2026
Steigerwald, Gordon & Koch Inc. History No change 186 69 0.01% 0.01% 1398 0 0.0% Q4 2025 Jan 23, 2026
SYM FINANCIAL Corp History No change 178 66 0.01% 0.01% 1400 0 0.0% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 170 63 0.01% 0.01% 1401 0 0.0% Q4 2025 Jan 23, 2026
Horizons Wealth Management History No change 170 63 0.04% 0.04% 1402 0 0.0% Q4 2025 Jan 05, 2026
Caldwell Trust Co History No change 168 62 0.01% 0.01% 1403 0 0.0% Q4 2025 Jan 30, 2026
Cresta Advisors, Ltd. History New 166 61 0.03% — 1404 +166 New Q4 2025 Feb 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 157 58 0.02% 0.11% 1405 0 0.0% Q4 2025 Jan 20, 2026
North Ridge Wealth Advisors, Inc. History No change 150 56 0.03% 0.03% 1406 0 0.0% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 145 54 0.0% 0.0% 1407 0 0.0% Q4 2025 Feb 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 145 54 0.02% 0.01% 1408 0 0.0% Q4 2025 Feb 02, 2026
Aventura Private Wealth, LLC History No change 146 54 0.02% 0.02% 1409 0 0.0% Q4 2025 Jan 07, 2026
Avion Wealth History No change 130 48 0.01% 0.01% 1410 0 0.0% Q4 2025 Jan 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 131 48 0.0% 0.0% 1411 0 0.0% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History New 126 47 0.0% — 1412 +126 New Q4 2025 Feb 02, 2026
Estate Planners Group, LLC History New 123 45 0.02% — 1413 +123 New Q4 2025 Apr 07, 2026
IFC & Insurance Marketing, Inc. History New 117 44 0.04% — 1415 +117 New Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History No change 120 44 0.0% 0.0% 1414 0 0.0% Q4 2025 Feb 13, 2026
Timmons Wealth Management, LLC History New 118 43 0.04% — 1420 +118 New Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History Added to 116 43 0.0% 0.0% 1418 +51 78.46% Q4 2025 Jan 15, 2026
GW&K Investment Management, LLC History No change 114 43 0.0% 0.0% 1416 0 0.0% Q4 2025 Feb 11, 2026
Newbridge Financial Services Group, Inc. History No change 117 43 0.01% 0.01% 1417 0 0.0% Q4 2025 Jan 21, 2026
Crews Bank & Trust History No change 116 43 0.01% 0.01% 1419 0 0.0% Q4 2025 Jan 21, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 114 42 0.02% 0.02% 1421 0 0.0% Q4 2025 Jan 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 109 40 0.0% 0.0% 1422 0 0.0% Q4 2025 Jan 08, 2026
RED REEF ADVISORS LLC History New 106 39 0.04% — 1425 +106 New Q4 2025 Apr 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 106 39 0.0% 0.0% 1423 0 0.0% Q4 2025 Feb 03, 2026
Peachtree Investment Partners, LLC History No change 105 39 0.01% 0.01% 1424 0 0.0% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History Added to 102 37 0.01% 0.01% 1426 +15 17.24% Q4 2025 Feb 04, 2026
Woodside Wealth Management LLC History No change 99 36 0.03% 0.03% 1427 0 0.0% Q4 2025 Jan 30, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 94 35 0.0% 0.0% 1428 0 0.0% Q4 2025 Feb 17, 2026
LRI Investments, LLC History No change 96 35 0.0% 0.0% 1429 0 0.0% Q4 2025 Feb 04, 2026
Barnes Dennig Private Wealth Management LLC History No change 90 33 0.03% 0.03% 1430 0 0.0% Q4 2025 Jan 14, 2026
True Wealth Design, LLC History New 86 32 0.01% — 1431 +86 New Q4 2025 Jan 08, 2026
Breakwater Investment Management History No change 86 32 0.01% 0.01% 1432 0 0.0% Q4 2025 Feb 02, 2026
OPTIMA CAPITAL LLC History New 85 31 0.01% — 1434 +85 New Q4 2025 Jan 23, 2026
Redwood Park Advisors LLC History Added to 85 31 0.02% 0.02% 1433 +1 1.19% Q4 2025 Feb 17, 2026
Advocate Investing Services LLC History New 83 30 0.03% — 1437 +83 New Q4 2025 Feb 12, 2026
Orion Capital Management LLC History Added to 81 30 0.01% 0.01% 1435 +16 24.62% Q4 2025 Feb 03, 2026
Rossby Financial, LCC History No change 82 30 0.01% 0.01% 1436 0 0.0% Q4 2025 Feb 12, 2026
1 NORTH WEALTH SERVICES LLC History No change 75 28 0.01% 0.01% 1438 0 0.0% Q4 2025 Feb 13, 2026
Quest 10 Wealth Builders, Inc. History No change 75 28 0.03% 0.02% 1439 0 0.0% Q4 2025 Jan 29, 2026
REAP Financial Group, LLC History New 74 27 0.01% — 1440 +74 New Q4 2025 Feb 10, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 70 26 0.0% 0.0% 1441 0 0.0% Q4 2025 Feb 10, 2026
Pacifica Partners Inc. History No change 65 24 0.01% 0.01% 1442 0 0.0% Q4 2025 Jan 09, 2026
Atlantic Edge Private Wealth Management, LLC History No change 65 24 0.01% 0.01% 1443 0 0.0% Q4 2025 Jan 27, 2026
Caitlin John, LLC History No change 61 22 0.01% 0.02% 1444 0 0.0% Q4 2025 Feb 18, 2026
Glen Eagle Advisors, LLC History No change 59 22 0.0% 0.0% 1445 0 0.0% Q4 2025 Feb 13, 2026
GODSEY & GIBB, INC History New 49 18 0.0% — 1446 +49 New Q4 2025 Jan 27, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 50 18 0.04% 0.04% 1447 0 0.0% Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 47 17 0.01% 0.01% 1448 -3 -6.0% Q4 2025 Jan 09, 2026
Vermillion & White Wealth Management Group, LLC History No change 45 16 0.01% 0.01% 1449 0 0.0% Q4 2025 Feb 18, 2026
Ankerstar Wealth, LLC History New 42 15 0.01% — 1450 +42 New Q4 2025 Feb 12, 2026
ARK Investment Management LLC History New 38 14 0.0% — 1452 +38 New Q4 2025 Feb 11, 2026
Tradewinds Capital Management, LLC History No change 40 14 0.0% 0.0% 1451 0 0.0% Q4 2025 Jan 14, 2026
HOEY INVESTMENTS, INC History No change 39 14 0.0% 0.0% 1453 0 0.0% Q4 2025 Jan 28, 2026
IAG Wealth Partners, LLC History No change 37 13 0.0% 0.0% 1454 0 0.0% Q4 2025 Feb 10, 2026
STEPH & CO History No change 30 11 0.0% 0.0% 1455 0 0.0% Q4 2025 Jan 23, 2026
Smallwood Wealth Investment Management, LLC History No change 30 11 0.01% 0.01% 1456 0 0.0% Q4 2025 Jan 23, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 28 10 0.0% 0.02% 1457 -81 -74.31% Q4 2025 Jan 30, 2026
MCF Advisors LLC History No change 29 10 0.0% 0.0% 1458 0 0.0% Q4 2025 Feb 11, 2026
Piscataqua Savings Bank History No change 25 9 0.01% 0.01% 1459 0 0.0% Q4 2025 Jan 16, 2026
Strategic Investment Solutions, Inc. /IL History No change 25 9 0.0% 0.0% 1460 0 0.0% Q4 2025 Feb 27, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 24 8 0.01% — 1462 +24 New Q4 2025 Mar 05, 2026
Palouse Capital Management, Inc. History No change 22 8 0.01% 0.01% 1461 0 0.0% Q4 2025 Jan 23, 2026
Davis Capital Management History No change 21 7 0.0% 0.0% 1463 0 0.0% Q4 2025 Jan 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 17 6 0.0% 0.0% 1465 -28 -62.22% Q4 2025 Jan 14, 2026
BARRETT & COMPANY, INC. History No change 17 6 0.0% 0.0% 1464 0 0.0% Q4 2025 Jan 28, 2026
Wilkerson Advisory Group LLC History New 16 5 0.0% — 1468 +16 New Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15 5 0.0% 0.0% 1466 0 0.0% Q4 2025 Feb 17, 2026
Kentucky Trust Co History No change 15 5 0.0% 0.0% 1467 0 0.0% Q4 2025 Jan 21, 2026
Tower Research Capital LLC (TRC) History Reduced 12 4 0.0% 0.74% 1470 -73,661 -99.98% Q4 2025 Feb 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History New 12 4 0.0% — 1469 +12 New Q4 2025 Jan 22, 2026
Winch Advisory Services, LLC History No change 12 4 0.0% 0.0% 1471 0 0.0% Q4 2025 Feb 03, 2026
Rosenberg Matthew Hamilton History No change 12 4 0.0% 0.0% 1472 0 0.0% Q4 2025 Jan 05, 2026
Arlington Trust Co LLC History No change 11 4 0.0% 0.0% 1473 0 0.0% Q4 2025 Jan 30, 2026
BFSG, LLC History No change 10 3 0.0% 0.0% 1474 0 0.0% Q4 2025 Jan 22, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 4 1 0.0% — 1475 +4 New Q4 2025 Feb 10, 2026
Noble Wealth Management PBC History No change 5 1 0.0% 0.0% 1476 0 0.0% Q4 2025 Jan 05, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.72% — -48,667 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.58% — -41,284 -100.0% Q3 2025 Nov 14, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.1% — -13,700 -100.0% Q3 2025 Nov 14, 2025
KMG FIDUCIARY PARTNERS, LLC History Closed out 0 0 — 0.17% — -7,051 -100.0% Q3 2025 Oct 10, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.99% — -6,979 -100.0% Q3 2025 Oct 21, 2025
Rede Wealth, LLC History Closed out 0 0 — 1.94% — -6,773 -100.0% Q3 2025 Oct 29, 2025
Vertex Planning Partners, LLC History Closed out 0 0 — 0.44% — -6,325 -100.0% Q3 2025 Nov 18, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 0.87% — -5,412 -100.0% Q3 2025 Nov 14, 2025
Ground Swell Capital, LLC History Closed out 0 0 — 3.87% — -4,840 -100.0% Q3 2025 Nov 06, 2025
Legacy Capital Wealth Partners, LLC History Closed out 0 0 — 0.28% — -3,543 -100.0% Q3 2025 Nov 13, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.12% — -3,186 -100.0% Q3 2025 Nov 03, 2025
Mittelman Wealth Management History Closed out 0 0 — 0.71% — -2,952 -100.0% Q3 2025 Nov 17, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.1% — -2,230 -100.0% Q3 2025 Nov 12, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.02% — -2,205 -100.0% Q3 2025 Nov 12, 2025
Murphy, Middleton, Hinkle & Parker, Inc. History Closed out 0 0 — 0.29% — -1,635 -100.0% Q3 2025 Nov 04, 2025
Farmers & Merchants Trust Co of Long Beach History Closed out 0 0 — 0.12% — -1,603 -100.0% Q3 2025 Oct 27, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 1.11% — -1,410 -100.0% Q3 2025 Nov 17, 2025
Brooklyn Investment Group History Closed out 0 0 — 0.06% — -1,386 -100.0% Q3 2025 Nov 14, 2025
Everest Management Corp. History Closed out 0 0 — 0.29% — -1,259 -100.0% Q3 2025 Nov 06, 2025
Octavia Wealth Advisors, LLC History Closed out 0 0 — 0.04% — -1,164 -100.0% Q3 2025 Oct 28, 2025
NovaPoint Capital, LLC History Closed out 0 0 — 0.09% — -967 -100.0% Q3 2025 Oct 17, 2025
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -955 -100.0% Q3 2025 Nov 14, 2025
KEB ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.07% — -888 -100.0% Q3 2025 Oct 06, 2025
One Charles Private Wealth Services, LLC History Closed out 0 0 — 0.08% — -783 -100.0% Q3 2025 Nov 12, 2025
TBH Global Asset Management, LLC History Closed out 0 0 — 0.05% — -708 -100.0% Q3 2025 Oct 20, 2025
True Link Financial Advisors, LLC History Closed out 0 0 — 0.02% — -700 -100.0% Q3 2025 Nov 06, 2025
HORAN Wealth, LLC History Closed out 0 0 — 0.04% — -697 -100.0% Q3 2025 Nov 05, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -681 -100.0% Q3 2025 Nov 12, 2025
RMR Capital Management, LLC History Closed out 0 0 — 0.17% — -654 -100.0% Q3 2025 Nov 03, 2025
Pallas Capital Advisors LLC History Closed out 0 0 — 0.01% — -637 -100.0% Q3 2025 Nov 07, 2025
Snider Financial Group History Closed out 0 0 — 0.06% — -584 -100.0% Q3 2025 Nov 07, 2025
Mandatum Life Insurance Co Ltd History Closed out 0 0 — 0.05% — -581 -100.0% Q3 2025 Nov 06, 2025
Life Planning Partners, Inc History Closed out 0 0 — 0.15% — -574 -100.0% Q3 2025 Oct 24, 2025
360 Financial, Inc. History Closed out 0 0 — 0.07% — -564 -100.0% Q3 2025 Nov 12, 2025
Northwest Capital Management Inc History Closed out 0 0 — 0.21% — -553 -100.0% Q3 2025 Oct 20, 2025
Financial Life Planners History Closed out 0 0 — 0.09% — -383 -100.0% Q3 2025 Nov 13, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.01% — -353 -100.0% Q3 2025 Nov 13, 2025
Corundum Trust Company, INC History Closed out 0 0 — 0.2% — -258 -100.0% Q3 2025 Oct 24, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.03% — -177 -100.0% Q3 2025 Nov 05, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.03% — -156 -100.0% Q3 2025 Oct 27, 2025
Luminist Capital LLC History Closed out 0 0 — 0.04% — -138 -100.0% Q3 2025 Nov 14, 2025
RMG Wealth Management LLC History Closed out 0 0 — 0.01% — -129 -100.0% Q3 2025 Oct 30, 2025
ABSHER WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -90 -100.0% Q3 2025 Oct 22, 2025
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 — 0.01% — -83 -100.0% Q3 2025 Oct 14, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -71 -100.0% Q3 2025 Nov 14, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.01% — -58 -100.0% Q3 2025 Jan 12, 2026
Bangor Savings Bank History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2025 Oct 27, 2025
Angeles Investment Advisors, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2025 Nov 06, 2025
Morling Financial Advisors, LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Nov 04, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Nov 10, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -13 -100.0% Q3 2025 Oct 22, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2025 Mar 31, 2026
HighMark Wealth Management LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q3 2025 Oct 20, 2025
SBI Securities Co., Ltd. History New 2 0 — — — +2 New Q4 2025 Feb 03, 2026
Weaver Capital Management LLC History Closed out 0 0 — — — -2 -100.0% Q3 2025 Oct 20, 2025
Ares Financial Consulting, LLC History New 1 0 — — — +1 New Q4 2025 Jan 30, 2026