iSHARES TRUST - IWD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 275 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 52,256,616 10,991,656 0.8% 0.68% 1 +2,686,078 5.42% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 39,663,587 8,342,839 0.5% 0.45% 2 +3,280,476 9.02% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 11,560,204 2,431,573 0.3% 0.28% 3 +231,377 2.04% Q4 2025 Mar 25, 2026
JPMORGAN CHASE & CO History Added to 9,251,710 1,946,004 0.12% 0.11% 4 +338,948 3.8% Q4 2025 Feb 11, 2026
FMR LLC History Reduced 8,612,243 1,811,499 0.09% 0.1% 5 -1,247,885 -12.66% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 8,417,954 1,770,632 3.35% 3.33% 6 -160,333 -1.87% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 7,746,341 1,629,365 0.48% 0.39% 7 +1,053,096 15.73% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 7,211,520 1,516,871 0.25% 0.26% 8 -867,150 -10.73% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 5,895,769 1,240,115 0.23% 0.19% 9 +995,230 20.31% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 5,848,639 1,230,202 1.92% 1.84% 10 +229,854 4.09% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,379,206 1,131,462 0.35% 0.34% 11 +224,280 4.35% Q4 2025 Feb 18, 2026
NORTHERN TRUST CORP History Added to 4,928,650 1,036,692 0.13% 0.13% 12 +42,360 0.87% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 4,290,502 902,464 0.25% 0.25% 13 +88,708 2.11% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 3,785,045 796,146 2.56% 2.57% 14 +32,694 0.87% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,557,589 748,303 0.41% 0.42% 15 +165,919 4.89% Q4 2025 Feb 06, 2026
PRUDENTIAL FINANCIAL INC History Reduced 3,422,500 725,364 0.88% 0.92% 16 -388,142 -10.19% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 3,263,800 686,519 5.19% — 17 +3,263,800 New Q4 2025 Feb 18, 2026
Elliott Investment Management L.P. History Reduced 2,800,000 588,952 2.61% 4.48% 18 -2,200,000 -44.0% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 2,540,656 534,401 0.09% — 19 +2,540,656 New Q4 2025 Feb 17, 2026
Jasper Ridge Partners, L.P. History No change 2,524,684 531,042 11.77% 11.57% 20 0 0.0% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 2,344,574 493,157 0.66% 0.62% 21 +105,648 4.72% Q4 2025 Feb 02, 2026
STIFEL FINANCIAL CORP History Added to 1,916,312 403,077 0.36% 0.28% 22 +400,051 26.38% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,726,024 363,051 0.48% 0.49% 23 -135,296 -7.27% Q4 2025 Feb 12, 2026
GLOBALT Investments LLC / GA History Reduced 1,686,679 354,776 12.95% 12.66% 24 -16,615 -0.98% Q4 2025 Feb 06, 2026
Align Financial, LLC History New 342,013 342,013 0.2% — 25 +342,013 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,507,315 317,048 0.19% 0.21% 26 +19,033 1.28% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 1,440,501 302,995 0.55% 0.45% 27 +319,319 28.48% Q4 2025 Mar 16, 2026
Focus Partners Wealth History Added to 1,412,808 297,152 0.34% 0.18% 28 +851,770 151.82% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 1,397,904 294,078 0.07% 0.06% 29 +212,781 17.95% Q4 2025 Feb 17, 2026
Stairway Partners, LLC History Added to 1,323,057 278,291 14.41% 14.19% 30 +10,922 0.83% Q4 2025 Jan 05, 2026
Cetera Investment Advisers History Reduced 1,295,575 272,510 0.3% 0.31% 31 -16,345 -1.25% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 1,250,236 262,974 0.12% 0.12% 32 -46,309 -3.57% Q4 2025 Feb 13, 2026
71 West Capital Partners History New 1,141,321 240,065 11.04% — 33 +1,141,321 New Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,135,610 239,915 0.58% 0.57% 34 -14,916 -1.3% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Added to 1,099,616 231,293 0.25% 0.24% 35 +41,117 3.88% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,053,204 221,530 0.1% 0.06% 36 +502,015 91.08% Q4 2025 Feb 10, 2026
Pacific Life Fund Advisors LLC History Reduced 1,043,643 219,519 22.61% 22.54% 37 -35,370 -3.28% Q4 2025 Jan 26, 2026
COMERICA BANK History Added to 974,143 204,901 0.82% 0.74% 38 +13,612 1.42% Q4 2025 Jan 29, 2026
Waldron Private Wealth LLC History Reduced 880,945 185,297 7.32% 7.35% 39 -10,120 -1.14% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Added to 858,292 180,533 0.03% 0.03% 40 +145,804 20.46% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History Added to 835,036 175,641 9.59% 9.52% 41 +25,803 3.19% Q4 2025 Jan 30, 2026
US BANCORP \DE\ History Added to 824,090 173,339 0.2% 0.19% 42 +55,496 7.22% Q4 2025 Jan 30, 2026
Corient Private Wealth LLC History Added to 823,564 170,416 0.23% 0.26% 43 +863 0.1% Q4 2025 Mar 09, 2026
COMMERCE BANK History Added to 725,356 152,571 0.84% 0.81% 44 +8,230 1.15% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 673,355 141,633 2.34% — 45 +673,355 New Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 672,633 141,481 2.18% 2.41% 46 +65,000 10.7% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 652,027 141,209 0.19% 0.2% 47 +1,906 0.29% Q4 2025 Jan 08, 2026
STEPHENS INC /AR/ History Reduced 621,161 130,674 1.63% 1.63% 48 -7,609 -1.21% Q4 2025 Feb 05, 2026
BROWN ADVISORY INC History Added to 619,817 130,372 0.18% 0.11% 49 +213,880 52.69% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 611,239 128,532 0.19% 0.17% 50 -915 -0.15% Q4 2025 Feb 17, 2026
1ST SOURCE BANK History Reduced 610,192 128,347 6.73% 7.36% 51 -75,922 -11.07% Q4 2025 Feb 05, 2026
NATIXIS ADVISORS, LLC History Added to 608,771 128,049 0.18% 0.16% 52 +61,380 11.21% Q4 2025 Feb 10, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 568,609 119,601 1.79% 0.05% 53 +549,686 2904.86% Q4 2025 Jan 05, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 556,903 117,138 0.6% 0.0% 54 +554,669 24828.51% Q4 2025 Feb 06, 2026
Creative Planning History Added to 539,464 113,470 0.08% 0.08% 55 +15,111 2.88% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 531,496 111,794 0.13% 0.13% 56 +31,418 6.28% Q4 2025 Feb 13, 2026
EQUITY INVESTMENT CORP History Added to 512,134 107,722 2.17% 0.87% 57 +308,268 151.21% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 488,638 102,779 0.4% — 58 +488,638 New Q4 2025 Feb 13, 2026
Mizuho Bank, Ltd. History New 480,000 100,963 12.02% — 59 +480,000 New Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 455,284 95,764 0.23% 0.22% 60 +47,001 11.51% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 452,281 95,133 0.14% 0.07% 61 +237,526 110.6% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 449,483 94,544 0.06% 0.06% 62 -6,648 -1.46% Q4 2025 Feb 10, 2026
BANK OF NOVA SCOTIA History Reduced 433,880 91,262 0.14% 0.19% 63 -107,090 -19.8% Q4 2025 Feb 13, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 430,753 90,604 6.05% 5.93% 64 -1,041 -0.24% Q4 2025 Jan 08, 2026
Cassaday & Co Wealth Management LLC History Reduced 422,578 88,885 1.87% 2.01% 65 -5,828 -1.36% Q4 2025 Feb 03, 2026
EAGLE CAPITAL MANAGEMENT LLC History Added to 419,660 88,271 0.27% 0.03% 66 +379,823 953.44% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 415,954 87,491 0.03% 0.02% 67 +28,160 7.26% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 414,312 87,146 0.17% 0.17% 68 -6,226 -1.48% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 413,095 86,890 0.61% 0.4% 69 +181,472 78.35% Q4 2025 Feb 18, 2026
FRANKLIN RESOURCES INC History Reduced 410,411 86,325 0.02% 0.03% 70 -156,476 -27.6% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 403,058 84,779 0.93% 0.9% 71 +23,217 6.11% Q4 2025 Feb 06, 2026
Cedar Mountain Advisors, LLC History Added to 402,552 84,672 16.33% 15.89% 72 +1,586 0.4% Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 398,421 84,441 1.08% 1.03% 73 +8,528 2.19% Q4 2025 Jan 23, 2026
Dynasty Wealth Management, LLC History New 395,837 83,260 0.82% — 74 +395,837 New Q4 2025 Feb 10, 2026
Marquette Asset Management, LLC History Added to 383,771 80,722 11.92% 11.88% 75 +2,364 0.62% Q4 2025 Jan 16, 2026
BlackRock, Inc. History Reduced 369,437 77,707 0.0% 0.0% 76 -103,993 -21.97% Q4 2025 Feb 12, 2026
LANDAAS & CO /WI /ADV History Added to 365,197 76,816 16.9% 16.71% 77 +4,073 1.13% Q4 2025 Jan 21, 2026
Modera Wealth Management, LLC History Reduced 364,779 76,727 0.89% 1.05% 78 -79,167 -17.83% Q4 2025 Jan 21, 2026
Equitable Holdings, Inc. History Added to 362,438 76,235 0.52% 0.53% 79 +10,357 2.94% Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 362,323 76,211 7.32% 7.13% 80 -2,716 -0.74% Q4 2025 Feb 23, 2026
MAI Capital Management History Added to 362,100 76,164 0.44% 0.45% 81 +5,702 1.6% Q4 2025 Feb 13, 2026
StoneX Group Inc. History Added to 357,505 75,199 3.26% 3.12% 82 +5,808 1.65% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 350,736 73,773 0.01% 0.0% 83 +341,236 3591.96% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 338,643 71,699 0.13% 0.12% 84 +47,470 16.3% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 336,342 70,746 0.33% 0.33% 85 +2,474 0.74% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 329,410 69,288 0.52% 0.53% 86 -831 -0.25% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 326,035 68,578 0.16% 0.13% 87 +62,665 23.79% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 320,484 67,410 0.28% — 88 +320,484 New Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 309,939 65,192 0.36% 0.36% 89 +2,706 0.88% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 308,352 64,858 0.34% — 90 +308,352 New Q4 2025 Feb 18, 2026
Covenant Partners, LLC History Added to 307,868 64,757 18.93% 16.65% 91 +19,323 6.7% Q4 2025 Jan 26, 2026
ZACKS INVESTMENT MANAGEMENT History New 304,086 63,961 0.5% — 92 +304,086 New Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 297,973 62,675 0.26% 0.26% 93 +8,008 2.76% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History Added to 284,280 59,795 1.1% 1.04% 94 +40,691 16.7% Q4 2025 Jan 28, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 282,349 59,389 0.03% 0.06% 95 -307,354 -52.12% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 280,879 59,080 0.19% 0.19% 96 -10,336 -3.55% Q4 2025 Feb 02, 2026
Waverly Advisors, LLC History Added to 280,747 59,052 0.48% 0.4% 97 +82,819 41.84% Q4 2025 Feb 17, 2026
Boston Partners History Added to 273,930 58,426 0.06% 0.01% 98 +210,590 332.48% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 275,191 57,883 0.32% 0.07% 99 +219,845 397.22% Q4 2025 Feb 11, 2026
Paulson Wealth Management Inc. History Reduced 270,484 56,893 13.14% 13.54% 100 -10,845 -3.85% Q4 2025 Feb 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 267,626 56,292 0.71% 0.71% 101 -5,450 -2.0% Q4 2025 Feb 10, 2026
SMI Advisory Services, LLC History New 254,744 55,462 9.56% — 102 +254,744 New Q4 2025 Jan 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 262,423 55,198 5.07% 4.96% 103 -3,006 -1.13% Q4 2025 Feb 06, 2026
BANK OF MONTREAL /CAN/ History Added to 252,535 53,118 0.02% 0.01% 104 +80,486 46.78% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 248,735 52,318 0.14% 0.13% 105 +11,020 4.64% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 242,573 51,022 0.34% — 106 +242,573 New Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 239,700 50,418 0.01% 0.02% 107 -62,575 -20.7% Q4 2025 Feb 12, 2026
CX Institutional History Reduced 236,247 49,692 1.48% 1.49% 108 -5,300 -2.19% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Added to 234,716 49,370 0.32% 0.28% 109 +28,062 13.58% Q4 2025 Jan 28, 2026
Wind River Trust Co History No change 233,705 49,157 18.36% 17.59% 110 0 0.0% Q4 2025 Feb 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 227,918 47,940 0.59% 0.2% 111 +139,356 157.35% Q4 2025 Feb 02, 2026
Legacy Edge Advisors, LLC History New 227,640 47,881 5.24% — 112 +227,640 New Q4 2025 Feb 02, 2026
Callan Family Office, LLC History Added to 227,323 47,815 1.03% 0.49% 113 +152,464 203.67% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 221,880 46,670 0.93% 0.92% 114 -6,538 -2.86% Q4 2025 Feb 05, 2026
Comprehensive Financial Management LLC History No change 210,233 44,220 1.33% 1.18% 115 0 0.0% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 208,607 43,878 0.07% 0.07% 116 +10,571 5.34% Q4 2025 Feb 18, 2026
Gainplan LLC History New 208,239 43,800 16.41% — 117 +208,239 New Q4 2025 Jan 23, 2026
Relyea Zuckerberg Hanson LLC History Reduced 207,859 43,721 4.42% 4.45% 118 -77 -0.04% Q4 2025 Jan 20, 2026
Americana Partners, LLC History Added to 207,378 43,619 1.2% 1.04% 119 +36,779 21.56% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Added to 195,334 41,086 0.07% 0.06% 120 +10,411 5.63% Q4 2025 Feb 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 190,793 40,131 0.01% 0.01% 121 +104,778 121.81% Q4 2025 Jan 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 189,623 39,885 0.49% 0.44% 122 +23,064 13.85% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 186,328 39,192 0.0% 0.0% 123 +21,890 13.31% Q4 2025 Feb 17, 2026
CFS Investment Advisory Services, LLC History Added to 185,358 38,988 2.85% 2.43% 124 +26,727 16.85% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 184,865 38,888 0.64% 0.11% 125 +154,423 507.27% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Added to 180,546 37,976 0.16% 0.14% 126 +29,471 19.51% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 182,339 37,837 0.11% 0.12% 127 -2,739 -1.48% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 179,058 37,663 0.43% 0.09% 128 +153,572 602.57% Q4 2025 Jan 29, 2026
REGIONS FINANCIAL CORP History New 178,771 37,602 0.24% — 129 +178,771 New Q4 2025 Jan 27, 2026
Saudi Central Bank History No change 178,016 37,443 1.4% 1.38% 130 0 0.0% Q4 2025 Feb 12, 2026
CAMBIAR INVESTORS LLC History Added to 177,191 37,270 1.67% 1.29% 131 +37,606 26.94% Q4 2025 Jan 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 168,002 35,337 0.24% 0.11% 132 +83,379 98.53% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 167,710 35,274 0.72% 0.76% 133 -41,644 -19.89% Q4 2025 Feb 05, 2026
Corundum Group, Inc. History Added to 163,052 34,296 11.51% 10.27% 134 +40,326 32.86% Q4 2025 Jan 12, 2026
Cordatus Wealth Management LLC History New 162,675 34,217 7.91% — 135 +162,675 New Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Added to 160,667 33,794 0.1% 0.09% 136 +20,521 14.64% Q4 2025 Feb 13, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 160,552 33,771 18.57% 18.23% 137 -3,698 -2.25% Q4 2025 Jan 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 155,876 32,786 0.7% 0.49% 138 +49,274 46.22% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 154,838 32,568 0.02% 0.02% 139 +13,085 9.23% Q4 2025 Feb 17, 2026
Pacific Sage Partners, LLC History Added to 151,978 31,967 5.07% 4.99% 140 +5,453 3.72% Q4 2025 Jan 16, 2026
Waterloo Capital, L.P. History Added to 151,923 31,955 2.3% 2.3% 141 +73 0.05% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Added to 150,800 31,719 0.0% 0.0% 142 +97,512 182.99% Q4 2025 Feb 17, 2026
Objectivity Squared, LLC History Added to 149,193 31,381 17.55% 17.8% 143 +2,674 1.83% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Added to 148,630 31,262 0.39% 0.39% 144 +3,048 2.09% Q4 2025 Feb 09, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 147,901 31,214 8.51% 8.22% 145 +7,683 5.48% Q4 2025 Jan 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 148,113 31,146 0.08% 0.01% 146 +120,552 437.4% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 147,301 30,983 0.11% 0.09% 147 +27,002 22.45% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 147,287 30,980 0.11% 0.1% 148 +4,533 3.18% Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 147,031 30,926 0.08% 0.08% 149 +2,756 1.91% Q4 2025 Feb 05, 2026
Midwest Trust Co History Added to 146,816 30,881 0.39% 0.36% 150 +11,063 8.15% Q4 2025 Feb 04, 2026
Aristotle Capital Management, LLC History Added to 145,910 30,691 0.06% 0.01% 151 +111,750 327.14% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 144,642 30,690 0.16% 0.11% 152 +62,740 76.6% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 143,158 30,111 0.16% 0.12% 153 +31,660 28.4% Q4 2025 Jan 29, 2026
JMAC ENTERPRISES LLC History Reduced 141,924 29,852 5.71% 5.81% 154 -2,258 -1.57% Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History Added to 141,873 29,841 0.02% 0.02% 155 +6,534 4.83% Q4 2025 Mar 20, 2026
LONDON CO OF VIRGINIA History Added to 140,864 29,629 0.17% 0.0% 156 +136,764 3335.71% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 138,862 29,208 0.24% 0.15% 157 +32,683 30.78% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 138,634 29,160 0.17% 0.17% 158 +3,506 2.59% Q4 2025 Feb 10, 2026
SIMON QUICK ADVISORS, LLC History Reduced 138,576 29,147 1.27% 1.76% 159 -52,235 -27.38% Q4 2025 Jan 29, 2026
RMR Wealth Builders History Reduced 138,448 29,121 2.33% 2.37% 160 -900 -0.65% Q4 2025 Jan 29, 2026
Nadler Financial Group, Inc. History Reduced 138,327 29,095 2.71% 2.78% 161 -4,896 -3.42% Q4 2025 Jan 28, 2026
Ellenbecker Investment Group History Added to 134,362 28,261 3.95% 3.82% 162 +7,119 5.59% Q4 2025 Jan 30, 2026
Claro Advisors Inc. History Added to 130,002 27,344 3.72% 3.02% 163 +28,293 27.82% Q4 2025 Feb 17, 2026
Flaharty Asset Management, LLC History Reduced 128,182 26,961 3.37% 5.74% 164 -93,718 -42.23% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 126,357 26,578 0.1% 0.1% 165 +14,900 13.37% Q4 2025 Feb 18, 2026
AMG National Trust Bank History Reduced 126,261 26,557 0.62% 0.63% 166 -843 -0.66% Q4 2025 Jan 30, 2026
Capital Advisors, Ltd. LLC History Reduced 126,242 26,554 2.99% 2.95% 167 -2,003 -1.56% Q4 2025 Jan 21, 2026
RWA WEALTH PARTNERS, LLC History Added to 125,639 26,426 0.29% 0.04% 168 +108,756 644.17% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History Reduced 124,145 26,112 1.17% 1.2% 169 -968 -0.77% Q4 2025 Jan 27, 2026
TruWealth Advisors, LLC History Reduced 120,916 25,433 1.24% 1.25% 170 -232 -0.19% Q4 2025 Jan 07, 2026
LWM ADVISORS INC History Added to 117,480 24,710 21.73% 21.21% 171 +1,505 1.3% Q4 2025 Jan 09, 2026
Sylvest Advisors, LLC History Added to 117,450 24,704 13.18% 11.26% 172 +14,464 14.04% Q4 2025 Jan 20, 2026
Wilmington Savings Fund Society, FSB History Added to 115,640 24,323 0.57% 0.26% 173 +62,254 116.61% Q4 2025 Feb 12, 2026
Stratos Investment Management, LLC History Reduced 115,570 24,309 0.97% 0.98% 174 -723 -0.62% Q4 2025 Jan 20, 2026
BTC Capital Management, Inc. History Added to 113,949 23,968 1.67% 1.34% 175 +18,769 19.72% Q4 2025 Jan 15, 2026
PFW Advisors LLC History Added to 113,949 23,968 7.24% 6.85% 176 +113 0.1% Q4 2025 Jan 12, 2026
Neuberger Berman Group LLC History Added to 113,879 23,953 0.02% 0.01% 177 +64,083 128.69% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 113,083 23,786 0.06% 0.04% 178 +44,527 64.95% Q4 2025 Jan 26, 2026
Ryan Investment Management, Inc. History Reduced 110,008 23,139 12.81% 16.52% 179 -35,965 -24.64% Q4 2025 Jan 12, 2026
Venture Visionary Partners LLC History Added to 109,139 22,956 0.75% 0.76% 180 +614 0.57% Q4 2025 Feb 13, 2026
FULTON BANK, N.A. History Added to 106,535 22,408 0.77% 0.75% 181 +1,256 1.19% Q4 2025 Jan 08, 2026
AWM CAPITAL, LLC History Added to 104,889 22,062 2.0% 1.94% 182 +256 0.24% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 104,517 21,984 0.43% 0.36% 183 +31,256 42.66% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 103,825 21,838 1.63% 1.65% 184 -891 -0.85% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 103,478 21,765 0.63% — 185 +103,478 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 99,197 20,865 0.13% 0.14% 186 +6,466 6.97% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 97,303 20,466 0.15% 0.11% 187 +24,654 33.94% Q4 2025 Feb 12, 2026
Applied Finance Capital Management, LLC History Added to 97,035 20,410 1.46% 0.09% 188 +90,704 1432.7% Q4 2025 Feb 05, 2026
Westshore Wealth, LLC History Reduced 96,811 20,363 6.74% 6.78% 189 -665 -0.68% Q4 2025 Feb 25, 2026
TCW GROUP INC History Added to 96,333 20,262 0.15% 0.06% 190 +62,272 182.82% Q4 2025 Feb 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 96,135 20,220 3.2% 3.28% 191 -3,099 -3.12% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Added to 95,748 20,140 0.17% 0.15% 192 +901 0.95% Q4 2025 Jan 05, 2026
Quantinno Capital Management LP History Added to 95,585 20,105 0.04% 0.04% 193 +18,409 23.85% Q4 2025 Feb 17, 2026
BOKF, NA History Added to 92,521 19,460 0.3% 0.17% 194 +36,318 64.62% Q4 2025 Feb 03, 2026
Ashton Thomas Private Wealth, LLC History Added to 91,678 19,283 0.47% 0.47% 195 +3,262 3.69% Q4 2025 Jan 29, 2026
CM WEALTH ADVISORS LLC History Reduced 91,621 19,271 4.35% 4.92% 196 -75 -0.08% Q4 2025 Jan 26, 2026
Integrated Investment Consultants, LLC History Reduced 91,112 19,164 3.76% 3.17% 197 -5,807 -5.99% Q4 2025 Mar 03, 2026
Keel Point, LLC History Added to 90,660 19,069 1.15% 1.04% 198 +7,309 8.77% Q4 2025 Feb 12, 2026
SlateStone Wealth, LLC History Added to 89,893 18,908 1.58% 1.49% 199 +5,174 6.11% Q4 2025 Feb 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 88,901 18,700 0.61% 0.08% 200 +77,146 656.28% Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Reduced 88,681 18,653 0.77% 0.76% 201 -393 -0.44% Q4 2025 Jan 27, 2026
NewEdge Wealth, LLC History Added to 88,296 18,572 0.21% 0.14% 202 +40,062 83.06% Q4 2025 Feb 03, 2026
Beirne Wealth Consulting Services, LLC History Reduced 87,471 18,403 5.33% 5.01% 203 -15,116 -14.73% Q4 2025 Jan 29, 2026
Fund Evaluation Group, LLC History Added to 87,356 18,374 0.61% 0.58% 204 +8,352 10.57% Q4 2025 Feb 11, 2026
Independent Family Office, LLC History No change 86,911 18,280 7.63% 7.49% 205 0 0.0% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Added to 86,627 18,221 0.15% 0.03% 206 +69,728 412.62% Q4 2025 Feb 12, 2026
Noble Family Wealth, LLC History Reduced 84,323 17,736 3.74% 3.81% 207 -569 -0.67% Q4 2025 Jan 07, 2026
Bleakley Financial Group, LLC History Added to 82,572 17,368 0.3% 0.37% 208 +3,742 4.75% Q4 2025 Feb 09, 2026
RTD Financial Advisors, Inc. History Reduced 81,938 17,234 2.1% 2.04% 209 -1,639 -1.96% Q4 2025 Jan 27, 2026
Wealthspire Advisors, LLC History Reduced 80,943 17,025 0.14% 0.17% 210 -79,991 -49.7% Q4 2025 Feb 13, 2026
Hirtle Callaghan & Co LLC History Reduced 80,817 16,999 0.58% 0.59% 211 -1,535 -1.86% Q4 2025 Feb 04, 2026
Gotham Asset Management, LLC History Added to 80,801 16,995 0.06% 0.06% 212 +18,184 29.04% Q4 2025 Feb 17, 2026
Advisors Preferred, LLC History New 80,083 16,993 2.77% — 213 +80,083 New Q4 2025 Feb 02, 2026
VestGen Advisors, LLC History Reduced 78,019 16,410 0.7% 0.62% 214 -13,286 -14.55% Q4 2025 Feb 17, 2026
Napier Financial, LLC History New 77,792 16,362 4.09% — 215 +77,792 New Q4 2025 Feb 11, 2026
LYRICAL ASSET MANAGEMENT LP History Added to 77,777 16,359 0.21% 0.0% 216 +76,519 6082.59% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History Reduced 76,844 16,163 0.74% 0.75% 217 -2,958 -3.71% Q4 2025 Feb 02, 2026
NESTEGG ADVISORS, INC. History Reduced 76,544 16,100 13.75% 13.85% 218 -83 -0.11% Q4 2025 Jan 21, 2026
Ascent Group, LLC History Reduced 75,553 15,891 0.54% 0.58% 219 -4,827 -6.01% Q4 2025 Jan 20, 2026
Willis Johnson & Associates, Inc. History Reduced 74,969 15,769 0.97% 0.95% 220 -857 -1.13% Q4 2025 Jan 22, 2026
PW Nova Financial Services LLC History New 72,784 15,445 5.85% — 221 +72,784 New Q4 2025 Apr 09, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 72,311 15,209 10.42% — 222 +72,311 New Q4 2025 Feb 17, 2026
Apella Capital, LLC History Reduced 71,858 15,114 0.3% 0.33% 223 -1,414 -1.93% Q4 2025 Jan 21, 2026
Newport Capital Group, LLC History Added to 71,196 14,974 9.15% 9.05% 224 +477 0.67% Q4 2025 Feb 13, 2026
Ballast, Inc. History Added to 70,978 14,929 3.49% 1.93% 225 +31,803 81.18% Q4 2025 Feb 03, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 70,588 14,847 0.31% 0.31% 226 +559 0.8% Q4 2025 Feb 18, 2026
Berman McAleer LLC History Reduced 69,831 14,688 2.01% 1.99% 227 -204 -0.29% Q4 2025 Feb 05, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 67,881 14,278 0.41% 0.08% 228 +53,525 372.84% Q4 2025 Feb 10, 2026
WEST BANCORPORATION INC History Added to 66,857 14,062 7.37% 7.1% 229 +4,173 6.66% Q4 2025 Jan 29, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 66,786 14,047 4.36% 5.24% 230 +5,526 9.02% Q4 2025 Jan 08, 2026
XML Financial, LLC History Added to 66,398 13,966 1.14% 1.09% 231 +501 0.76% Q4 2025 Feb 11, 2026
SONATA CAPITAL GROUP INC History Reduced 66,314 13,948 5.04% 5.03% 232 -641 -0.96% Q4 2025 Jan 26, 2026
CERTUITY, LLC History Reduced 66,075 13,898 0.87% 1.02% 233 -6,813 -9.35% Q4 2025 Jan 30, 2026
Johnson Financial Group, Inc. History Reduced 64,295 13,523 0.51% 0.49% 234 -445 -0.69% Q4 2025 Feb 12, 2026
FDx Advisors, Inc. History Reduced 63,828 13,426 6.85% 4.01% 235 -1,583 -2.42% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Added to 63,208 13,295 0.2% 0.19% 236 +1,377 2.23% Q4 2025 Feb 13, 2026
Breakwater Capital Group History Reduced 62,239 13,091 1.83% 2.0% 237 -4,450 -6.67% Q4 2025 Jan 09, 2026
Kelsey Financial, LLC History New 61,396 12,914 11.09% — 238 +61,396 New Q4 2025 Jan 23, 2026
GLENMEDE TRUST CO NA History New 61,091 12,849 0.06% — 239 +61,091 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 60,979 12,826 0.21% 0.01% 240 +58,849 2762.86% Q4 2025 Feb 13, 2026
Meramec Financial Planners, LLC History New 56,885 12,774 4.98% — 241 +56,885 New Q4 2025 Feb 10, 2026
FIRST NATIONAL BANK OF OMAHA History New 60,014 12,719 0.38% — 242 +60,014 New Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 60,000 12,620 0.02% 0.02% 243 0 0.0% Q4 2025 Feb 13, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 59,508 12,516 2.95% 3.05% 244 -1,533 -2.51% Q4 2025 Feb 02, 2026
Haverford Trust Co History Reduced 59,152 12,441 0.11% 0.11% 245 -3,304 -5.29% Q4 2025 Feb 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 59,068 12,424 0.19% 0.18% 246 +4,062 7.38% Q4 2025 Jan 22, 2026
INSIGHT 2811, INC. History Reduced 58,485 12,301 5.43% 5.54% 247 -2,518 -4.13% Q4 2025 Feb 03, 2026
Aptus Capital Advisors, LLC History Reduced 58,462 12,296 0.09% 0.09% 248 -1,002 -1.69% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Reduced 58,280 12,258 0.17% 0.14% 249 -32 -0.05% Q4 2025 Feb 02, 2026
INVESTMENT PARTNERS, LTD. History Reduced 56,816 11,950 4.18% 4.14% 250 -898 -1.56% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 56,653 11,916 0.13% 0.11% 251 +7,349 14.91% Q4 2025 Jan 16, 2026
Prism Advisors, Inc. History Reduced 56,328 11,848 3.16% 4.01% 252 -16,503 -22.66% Q4 2025 Jan 23, 2026
Avidian Wealth Enterprises, LLC History Reduced 56,097 11,799 0.43% 0.43% 253 -162 -0.29% Q4 2025 Feb 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 56,051 11,789 0.21% 0.23% 254 -1,243 -2.17% Q4 2025 Jan 07, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 55,896 11,757 0.88% 0.85% 255 +2,440 4.56% Q4 2025 Feb 04, 2026
Chicago Partners Investment Group LLC History Reduced 53,689 11,729 0.29% 0.29% 256 -3 -0.01% Q4 2025 Jan 28, 2026
Arcadia Wealth Management, LLC History Added to 55,449 11,663 4.34% 4.35% 257 +1,624 3.02% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Added to 54,245 11,409 0.64% 0.64% 258 +827 1.55% Q4 2025 Jan 14, 2026
Jefferies Financial Group Inc. History Added to 54,137 11,387 0.06% 0.05% 259 +1,825 3.49% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Added to 53,907 11,338 0.16% 0.11% 260 +17,244 47.03% Q4 2025 Feb 17, 2026
FMA Wealth Management, LLC History Reduced 53,861 11,329 7.34% 7.74% 261 -1,557 -2.81% Q4 2025 Jan 13, 2026
Newton One Investments LLC History Reduced 51,527 10,838 3.2% 3.11% 262 -137 -0.27% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Added to 51,119 10,753 0.02% 0.02% 263 +21 0.04% Q4 2025 Feb 05, 2026
Goelzer Investment Management, Inc. History Reduced 50,291 10,578 0.49% 0.58% 264 -3,093 -5.79% Q4 2025 Jan 14, 2026
Morton Capital Management LLC/CA History Reduced 49,434 10,398 1.6% 1.74% 265 -2,727 -5.23% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 48,839 10,272 1.64% 1.55% 266 -318 -0.65% Q4 2025 Jan 09, 2026
NWAM LLC History Added to 48,117 10,188 0.57% 0.52% 267 +825 1.74% Q4 2025 Feb 04, 2026
Diversified Trust Co History Added to 48,360 10,172 0.19% 0.2% 268 +394 0.82% Q4 2025 Jan 09, 2026
HANCOCK WHITNEY CORP History Added to 48,289 10,157 0.18% 0.17% 269 +3,316 7.37% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Added to 47,793 10,052 0.72% 0.71% 270 +649 1.38% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 47,625 10,017 0.1% 0.11% 271 -3,812 -7.41% Q4 2025 Jan 13, 2026
Wealthcare Advisory Partners LLC History Reduced 46,955 9,876 0.19% 0.21% 272 -3,062 -6.12% Q4 2025 Jan 14, 2026
Valeo Financial Advisors, LLC History Added to 46,445 9,769 0.22% 0.21% 273 +1,089 2.4% Q4 2025 Feb 04, 2026
Visionary Wealth Advisors History Reduced 46,281 9,734 0.44% 0.46% 274 -1,843 -3.83% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Added to 45,956 9,666 0.11% 0.09% 275 +8,295 22.03% Q4 2025 Feb 05, 2026
NorthRock Partners, LLC History Added to 45,783 9,630 0.16% 0.14% 276 +8,528 22.89% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 45,222 9,512 0.11% 0.11% 277 -17,194 -27.55% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 44,941 9,452 0.1% 0.13% 278 -12,417 -21.65% Q4 2025 Feb 10, 2026
FOSTER & MOTLEY INC History Added to 44,676 9,397 0.5% 0.45% 279 +4,074 10.03% Q4 2025 Jan 15, 2026
Oldfather Financial Services, LLC History Reduced 43,987 9,252 2.75% 2.81% 280 -262 -0.59% Q4 2025 Jan 16, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 43,949 9,244 0.08% 0.08% 281 -647 -1.45% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 43,827 9,218 0.17% 0.18% 282 -871 -1.95% Q4 2025 Jan 23, 2026
Smith & Howard Wealth Management, LLC History Added to 43,599 9,167 2.06% 2.04% 283 +59 0.14% Q4 2025 Feb 03, 2026
MetLife Investment Management, LLC History Added to 43,300 9,107 0.04% 0.03% 284 +8,000 22.66% Q4 2025 Feb 12, 2026
Stratos Wealth Advisors, LLC History Reduced 43,261 9,099 0.44% 0.86% 285 -44,694 -50.81% Q4 2025 Jan 20, 2026
Arete Wealth Advisors, LLC History Added to 42,623 8,965 0.55% 0.51% 286 +2,427 6.04% Q4 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 42,167 8,869 0.49% 0.5% 287 -1,289 -2.97% Q4 2025 Feb 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 41,694 8,769 0.64% 0.72% 288 -3,613 -7.97% Q4 2025 Feb 09, 2026
Wellspring Financial Advisors, LLC History Reduced 41,676 8,767 0.69% 0.79% 289 -516 -1.22% Q4 2025 Feb 11, 2026
WEBSTER BANK, N. A. History Added to 41,665 8,763 0.82% 0.81% 290 +415 1.01% Q4 2025 Jan 23, 2026
Allspring Global Investments Holdings, LLC History Reduced 41,178 8,737 0.01% 0.01% 291 -392 -0.94% Q4 2025 Jan 15, 2026
Kovitz Investment Group Partners, LLC History Reduced 41,442 8,717 0.19% 0.73% 292 -875,513 -95.48% Q4 2025 Feb 20, 2026
NFJ INVESTMENT GROUP, LLC History Added to 41,105 8,646 0.31% 0.02% 293 +38,828 1705.23% Q4 2025 Feb 13, 2026
HBK Sorce Advisory LLC History Reduced 38,411 8,625 0.2% 0.2% 294 -457 -1.18% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 40,866 8,595 0.22% 0.18% 295 +9,163 28.9% Q4 2025 Feb 17, 2026
Quent Capital, LLC History Reduced 40,804 8,582 0.62% 0.72% 296 -1,196 -2.85% Q4 2025 Jan 29, 2026
Stratos Wealth Partners, LTD. History Added to 40,577 8,535 0.1% 0.08% 297 +7,396 22.29% Q4 2025 Jan 20, 2026
Ausdal Financial Partners, Inc. History Reduced 39,918 8,396 0.39% 0.4% 298 -786 -1.93% Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History Added to 39,631 8,336 0.4% 0.24% 299 +15,967 67.47% Q4 2025 Feb 04, 2026
Veratis Advisors, Inc. History New 36,978 8,251 6.53% — 300 +36,978 New Q4 2025 Feb 18, 2026
Rehmann Capital Advisory Group History Added to 39,225 8,250 0.43% 0.29% 301 +13,056 49.89% Q4 2025 Mar 04, 2026
Segment Wealth Management, LLC History Reduced 38,744 8,149 0.47% 0.48% 302 -480 -1.22% Q4 2025 Jan 29, 2026
Sepio Capital, LP History Added to 38,615 8,122 0.44% 0.1% 303 +30,598 381.66% Q4 2025 Feb 12, 2026
Sunburst Financial Group, LLC History No change 38,451 8,087 1.64% 1.65% 304 0 0.0% Q4 2025 Jan 21, 2026
Stegner Investment Associates Inc. History Added to 38,389 8,074 4.29% 2.97% 305 +11,816 44.47% Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Reduced 38,330 8,062 0.15% 0.14% 306 -124 -0.32% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Added to 38,223 8,039 0.08% 0.07% 307 +3,310 9.48% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Added to 37,492 7,886 0.83% 0.84% 308 +17 0.05% Q4 2025 Feb 18, 2026
Independence Asset Advisors, LLC History Reduced 37,250 7,835 4.32% 29.68% 309 -306,319 -89.16% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 37,146 7,813 0.05% 0.05% 310 -3,881 -9.46% Q4 2025 Feb 09, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 37,114 7,806 1.09% 1.08% 311 +91 0.25% Q4 2025 Feb 17, 2026
Arbor Investment Advisors, LLC History Added to 37,041 7,791 1.03% 0.96% 312 +62 0.17% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Added to 37,307 7,743 0.19% 0.14% 313 +383 1.04% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Added to 36,660 7,711 0.46% 0.05% 314 +32,055 696.09% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Reduced 36,641 7,707 0.22% 0.23% 315 -268 -0.73% Q4 2025 Jan 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 36,567 7,691 0.01% 0.01% 316 -30,955 -45.84% Q4 2025 Feb 12, 2026
CFM WEALTH PARTNERS LLC History Reduced 36,495 7,676 1.11% 1.09% 317 -421 -1.14% Q4 2025 Jan 27, 2026
Astoria Strategic Wealth, Inc. History Reduced 36,425 7,661 1.93% 1.95% 318 -1,480 -3.9% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Reduced 36,301 7,635 0.2% 0.2% 319 -600 -1.63% Q4 2025 Feb 06, 2026
Savvy Advisors, Inc. History Added to 36,248 7,624 0.25% 0.01% 320 +34,890 2569.22% Q4 2025 Jan 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 36,128 7,599 0.1% 0.1% 321 -917 -2.48% Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Added to 36,056 7,584 0.11% 0.06% 322 +17,559 94.93% Q4 2025 Feb 09, 2026
Finley Financial, LLC History Reduced 35,881 7,547 3.46% 3.39% 323 -100 -0.28% Q4 2025 Jan 21, 2026
Ironwood Investment Counsel, LLC History Added to 35,660 7,500 1.05% 0.55% 324 +17,118 92.32% Q4 2025 Feb 06, 2026
Sowell Financial Services LLC History Added to 35,582 7,484 0.27% 0.26% 325 +2,212 6.63% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 35,547 7,477 0.08% 0.06% 326 +16,339 85.06% Q4 2025 Jan 23, 2026
Fifth Third Wealth Advisors LLC History Added to 35,327 7,430 0.26% 0.26% 327 +236 0.67% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Reduced 35,289 7,422 0.11% 0.12% 328 -2,351 -6.25% Q4 2025 Jan 20, 2026
AlTi Global, Inc. History Reduced 35,222 7,408 0.16% 0.18% 329 -1,935 -5.21% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 35,047 7,371 0.77% 0.69% 330 +6,004 20.67% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 35,034 7,369 0.01% 0.01% 331 +681 1.98% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 34,901 7,341 0.3% 0.3% 332 +5,192 17.48% Q4 2025 Jan 28, 2026
Raub Brock Capital Management LP History Added to 34,724 7,303 1.63% 1.52% 333 +114 0.33% Q4 2025 Jan 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 34,549 7,267 0.1% 0.08% 334 +15,078 77.44% Q4 2025 Feb 06, 2026
REBALANCE, LLC History Reduced 34,508 7,258 0.42% 0.53% 335 -8,416 -19.61% Q4 2025 Jan 15, 2026
Widmann Financial Services, Inc. History Added to 34,284 7,211 4.41% 4.29% 336 +797 2.38% Q4 2025 Feb 18, 2026
EASTERN BANK History Added to 33,512 7,048 0.12% 0.12% 337 +360 1.09% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO History Added to 31,763 6,878 0.07% 0.07% 338 +770 2.48% Q4 2025 Jan 26, 2026
Tandem Financial, LLC History Added to 36,825 6,817 8.17% 1.52% 339 +16,766 83.58% Q4 2025 Feb 10, 2026
MidFirst Bank History New 32,324 6,799 0.54% — 340 +32,324 New Q4 2025 Feb 25, 2026
Baker Avenue Asset Management, LP History Added to 32,176 6,767 0.16% 0.15% 341 +753 2.4% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 32,114 6,754 0.0% 0.0% 342 +2,767 9.43% Q4 2025 Feb 02, 2026
ASSETMARK, INC History Added to 32,037 6,738 0.01% 0.01% 343 +10,002 45.39% Q4 2025 Jan 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 31,963 6,723 1.14% 1.17% 344 -1,613 -4.8% Q4 2025 Jan 27, 2026
VANGUARD GROUP INC History Added to 31,708 6,669 0.0% 0.0% 345 +156 0.49% Q4 2025 Jan 29, 2026
American Institute for Advanced Investment Management, LLP History Reduced 31,530 6,632 4.26% 4.28% 346 -539 -1.68% Q4 2025 Feb 04, 2026
LOOMIS SAYLES & CO L P History No change 31,469 6,619 0.01% 0.01% 347 0 0.0% Q4 2025 Feb 12, 2026
Auour Investments LLC History Reduced 31,340 6,591 2.1% 2.15% 348 -1,062 -3.28% Q4 2025 Jan 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 31,293 6,582 0.2% 0.21% 349 0 0.0% Q4 2025 Feb 13, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 31,155 6,553 0.91% 1.19% 350 -10,830 -25.79% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History Added to 30,524 6,469 0.25% 0.24% 351 +11,188 57.86% Q4 2025 Feb 13, 2026
Cullen Capital Management, LLC History Added to 30,562 6,428 0.07% 0.0% 352 +28,946 1791.21% Q4 2025 Feb 13, 2026
Linscomb Wealth, Inc. History Reduced 30,378 6,389 0.27% 0.27% 353 -675 -2.17% Q4 2025 Feb 10, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 30,371 6,388 0.42% 0.68% 354 -19,782 -39.44% Q4 2025 Jan 27, 2026
American State Bank (Iowa) History Added to 30,197 6,351 3.05% 2.92% 355 +2,039 7.24% Q4 2025 Apr 14, 2026
Pointe Capital Management LLC History Added to 30,093 6,329 3.14% 2.8% 356 +1,940 6.89% Q4 2025 Feb 17, 2026
Red Tortoise LLC History Added to 30,036 6,317 2.68% 2.64% 357 +125 0.42% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 29,976 6,305 0.11% 0.11% 358 +5,216 21.07% Q4 2025 Feb 06, 2026
Gladstone Institutional Advisory LLC History Reduced 29,724 6,252 0.24% 0.24% 359 -368 -1.22% Q4 2025 Feb 17, 2026
Hardy Reed LLC History No change 29,678 6,242 0.45% 0.44% 360 0 0.0% Q4 2025 Feb 06, 2026
Disciplined Investments, LLC History Added to 29,628 6,231 2.4% 2.39% 361 +85 0.29% Q4 2025 Feb 05, 2026
Harbour Capital Advisors, LLC History Reduced 29,362 6,230 1.27% 1.23% 362 -50 -0.17% Q4 2025 Jan 07, 2026
Crescent Grove Advisors, LLC History Reduced 29,577 6,221 0.58% 0.58% 363 -467 -1.55% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 29,526 6,210 0.0% — 364 +29,526 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History New 29,401 6,184 0.01% — 365 +29,401 New Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Added to 29,157 6,132 0.09% 0.09% 366 +111 0.38% Q4 2025 Feb 02, 2026
Towerpoint Wealth, LLC History Added to 29,020 6,103 2.42% 2.39% 367 +381 1.33% Q4 2025 Jan 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 28,953 6,089 0.03% 0.03% 368 +788 2.8% Q4 2025 Feb 12, 2026
Ballentine Partners, LLC History Reduced 28,746 6,046 0.08% 0.08% 369 -392 -1.35% Q4 2025 Feb 03, 2026
ARK & TLK INVESTMENTS, LLC History No change 28,681 6,032 1.66% 1.85% 370 0 0.0% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 28,647 6,025 0.33% 0.32% 371 +946 3.42% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 27,823 6,025 0.13% 0.12% 372 -320 -1.14% Q4 2025 Jan 26, 2026
Brand Asset Management Group, Inc. History Reduced 28,583 6,012 1.68% 1.64% 373 -125 -0.44% Q4 2025 Feb 11, 2026
Brightwater Advisory LLC History No change 28,246 5,941 4.01% 3.95% 374 0 0.0% Q4 2025 Feb 12, 2026
FORTE ASSET MANAGEMENT LLC History Added to 27,855 5,859 2.66% 2.62% 375 +1,063 3.97% Q4 2025 Jan 16, 2026
Ullmann Wealth Partners Group, LLC History Reduced 28,573 5,845 0.61% 0.64% 376 -62 -0.22% Q4 2025 Feb 12, 2026
Piedmont Capital Management, LLC/NC History New 27,500 5,784 3.8% — 377 +27,500 New Q4 2025 Feb 13, 2026
SOL Capital Management CO History Added to 27,399 5,763 0.52% 0.48% 378 +1,005 3.81% Q4 2025 Jan 30, 2026
D.A. DAVIDSON & CO. History Added to 27,314 5,745 0.04% 0.03% 379 +7,767 39.73% Q4 2025 Jan 29, 2026
Aureus Asset Management, LLC History No change 27,245 5,730 0.37% 0.36% 380 0 0.0% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 26,694 5,614 0.07% 0.07% 381 +261 0.99% Q4 2025 Jan 21, 2026
HBK INVESTMENTS L P History New 26,600 5,595 0.04% — 382 +26,600 New Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 26,447 5,562 0.24% 0.14% 383 +9,778 58.66% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 26,396 5,553 0.13% 0.14% 384 -201 -0.76% Q4 2025 Feb 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 26,389 5,550 0.09% 0.07% 385 +4,513 20.63% Q4 2025 Jan 13, 2026
POTENTIA WEALTH History Reduced 26,364 5,545 2.03% 2.1% 386 -645 -2.39% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 26,099 5,489 0.07% 0.07% 387 +781 3.08% Q4 2025 Jan 26, 2026
Aprio Wealth Management, LLC History Added to 26,016 5,477 0.31% 0.34% 388 +9,084 53.65% Q4 2025 Jan 29, 2026
Community Bank, N.A. History Reduced 25,869 5,441 0.64% 0.67% 389 -1,205 -4.45% Q4 2025 Feb 04, 2026
Next Capital Management LLC History Added to 25,679 5,401 1.73% 1.62% 390 +1,785 7.47% Q4 2025 Feb 11, 2026
Hanson & Doremus Investment Management History Added to 25,673 5,400 0.65% 0.66% 391 +31 0.12% Q4 2025 Jan 20, 2026
KLCM Advisors, Inc. History New 25,436 5,350 0.46% — 392 +25,436 New Q4 2025 Feb 04, 2026
SG Americas Securities, LLC History Added to 25,370 5,336 0.01% 0.0% 393 +18,939 294.5% Q4 2025 Jan 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 25,202 5,301 0.1% 0.1% 394 +65 0.26% Q4 2025 Feb 12, 2026
Paladin Advisory Group, LLC History Reduced 24,995 5,257 3.84% 3.98% 395 -63 -0.25% Q4 2025 Jan 21, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 24,953 5,248 0.75% — 396 +24,953 New Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Reduced 24,883 5,233 0.03% 0.03% 397 -416 -1.64% Q4 2025 Feb 03, 2026
JMG Financial Group, Ltd. History Reduced 24,833 5,223 0.15% 0.15% 398 -529 -2.09% Q4 2025 Feb 10, 2026
Alta Wealth Advisors LLC History Reduced 24,664 5,187 1.73% 1.84% 399 -599 -2.37% Q4 2025 Feb 03, 2026
Diversified Portfolios, Inc. History Reduced 24,583 5,170 0.43% 0.44% 400 -123 -0.5% Q4 2025 Feb 09, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 24,540 5,161 0.58% 0.61% 401 -1,188 -4.62% Q4 2025 Jan 08, 2026
New England Private Wealth Advisors LLC History Added to 24,451 5,142 0.64% 0.65% 402 +100 0.41% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 24,394 5,131 0.09% 0.09% 403 -1,999 -7.57% Q4 2025 Jan 28, 2026
Clarius Group, LLC History Added to 24,276 5,106 0.29% 0.27% 404 +1,500 6.59% Q4 2025 Jan 14, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 24,238 5,098 2.19% 2.32% 405 -1,080 -4.27% Q4 2025 Jan 12, 2026
Caprock Group, LLC History Added to 24,190 5,088 0.11% 0.09% 406 +5,328 28.25% Q4 2025 Jan 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 24,181 5,086 0.21% 0.02% 407 +22,053 1036.33% Q4 2025 Jan 16, 2026
Dorsey & Whitney Trust CO LLC History Added to 24,165 5,082 0.27% 0.26% 408 +238 0.99% Q4 2025 Feb 11, 2026
SEVEN MILE ADVISORY History Reduced 24,056 5,059 0.87% 0.99% 409 -6,162 -20.39% Q4 2025 Feb 13, 2026
CASTLEARK MANAGEMENT LLC History New 24,040 5,056 0.15% — 410 +24,040 New Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 23,820 5,010 0.0% 0.0% 411 -4,995 -17.33% Q4 2025 Feb 13, 2026
Broadview Financial Management, LLC History Reduced 23,500 4,943 3.31% 3.24% 412 -103 -0.44% Q4 2025 Feb 13, 2026
Cornerstone Advisory, LLC History Added to 23,496 4,942 0.47% 0.47% 413 +65 0.28% Q4 2025 Jan 28, 2026
Mill Creek Capital Advisors, LLC History Reduced 23,465 4,935 0.1% 0.12% 414 -4,568 -16.3% Q4 2025 Feb 13, 2026
TPG Financial Advisors, LLC History Added to 23,333 4,907 1.64% 1.74% 415 +440 1.92% Q4 2025 Feb 06, 2026
Tanglewood Legacy Advisors, LLC History Reduced 23,320 4,905 1.84% 1.9% 416 -863 -3.57% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Added to 23,186 4,876 0.06% 0.07% 417 +426 1.87% Q4 2025 Feb 13, 2026
Provenance Wealth Advisors, LLC History Reduced 23,077 4,854 0.54% 0.63% 418 -1,031 -4.28% Q4 2025 Jan 26, 2026
Clearbridge Investments, LLC History Added to 23,060 4,850 0.0% 0.0% 419 +21,788 1712.89% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Added to 22,910 4,818 0.15% 0.15% 420 +67 0.29% Q4 2025 Jan 21, 2026
Tolleson Wealth Management, Inc. History Reduced 22,851 4,806 0.69% 0.73% 421 -416 -1.79% Q4 2025 Feb 17, 2026
Winthrop Advisory Group LLC History Added to 22,775 4,790 0.41% 0.38% 422 +1,211 5.62% Q4 2025 Jan 21, 2026
M.D. Sass, LLC History New 22,751 4,785 0.38% — 423 +22,751 New Q4 2025 Feb 10, 2026
Atlantic Union Bankshares Corp History Reduced 22,743 4,783 0.09% 0.1% 424 -2,309 -9.22% Q4 2025 Feb 04, 2026
MILLENNIUM MANAGEMENT LLC History Added to 22,704 4,775 0.0% 0.0% 425 +20,348 863.67% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 22,677 4,769 0.16% 0.15% 426 +1,140 5.29% Q4 2025 Jan 14, 2026
Capital World Investors History Added to 22,320 4,730 0.0% 0.0% 427 +15,262 216.24% Q4 2025 Feb 11, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 22,482 4,728 1.09% 1.11% 428 -1,217 -5.14% Q4 2025 Feb 11, 2026
Asset Management Group, Inc. History Added to 22,452 4,722 0.76% 0.74% 429 +103 0.46% Q4 2025 Feb 17, 2026
Riverview Capital Advisers, LLC History Reduced 22,327 4,696 1.42% 1.37% 430 -939 -4.04% Q4 2025 Feb 17, 2026
W ADVISORS, LLC History Added to 22,199 4,669 2.35% 2.14% 431 +2,254 11.3% Q4 2025 Feb 13, 2026
Heck Capital Advisors, LLC History Added to 22,199 4,669 0.35% 0.32% 432 +1,563 7.57% Q4 2025 Jan 16, 2026
Mutual Advisors, LLC History Added to 22,125 4,653 0.1% 0.1% 433 +22 0.1% Q4 2025 Feb 02, 2026
Vise Technologies, Inc. History Added to 21,947 4,616 0.09% 0.05% 434 +14,978 214.92% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Reduced 21,881 4,602 0.5% 0.54% 435 -1,324 -5.71% Q4 2025 Jan 15, 2026
Qube Research & Technologies Ltd History Added to 21,616 4,546 0.0% 0.0% 436 +19,657 1003.42% Q4 2025 Feb 17, 2026
SMITH, MOORE & CO. History Added to 21,500 4,522 0.34% 0.33% 437 +249 1.17% Q4 2025 Jan 23, 2026
DT Investment Partners, LLC History No change 21,180 4,455 0.37% 0.36% 438 0 0.0% Q4 2025 Feb 10, 2026
FC Advisory LLC History Reduced 21,120 4,442 1.28% 1.31% 439 -802 -3.66% Q4 2025 Jan 13, 2026
TOWNSQUARE CAPITAL LLC History Added to 21,059 4,429 0.99% 0.29% 440 +11,601 122.66% Q4 2025 Feb 11, 2026
Centennial Bank/AR/ History Reduced 21,043 4,426 1.76% 2.05% 441 -4,619 -18.0% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 20,859 4,420 0.0% 0.0% 442 +14,720 239.78% Q4 2025 Feb 11, 2026
Glenview Trust Co History Added to 20,967 4,410 0.07% 0.07% 443 +614 3.02% Q4 2025 Feb 09, 2026
EQUITABLE TRUST CO History No change 20,933 4,403 0.2% 0.2% 444 0 0.0% Q4 2025 Feb 02, 2026
Fiduciary Wealth Partners, LLC History No change 20,822 4,379 1.8% 1.78% 445 0 0.0% Q4 2025 Jan 28, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 20,795 4,374 0.45% — 446 +20,795 New Q4 2025 Feb 09, 2026
Premier Path Wealth Partners, LLC History Added to 20,682 4,350 0.56% 0.43% 447 +4,234 25.74% Q4 2025 Jan 22, 2026
Merit Financial Group, LLC History Added to 20,382 4,287 0.03% 0.03% 448 +3,434 20.26% Q4 2025 Jan 26, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 20,249 4,259 2.87% 2.99% 449 +184 0.92% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 20,121 4,254 0.0% 0.0% 450 -5,695 -22.06% Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Reduced 20,195 4,247 0.08% 0.09% 451 -1,818 -8.26% Q4 2025 Jan 16, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 19,923 4,190 0.21% 0.21% 452 -1,261 -5.95% Q4 2025 Feb 02, 2026
Holistic Financial Partners History Reduced 19,922 4,190 1.52% 1.68% 453 -182 -0.91% Q4 2025 Jan 07, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 19,730 4,150 0.27% 0.27% 454 -23 -0.12% Q4 2025 Jan 20, 2026
Acropolis Investment Management, LLC History No change 19,692 4,142 0.19% 0.19% 455 0 0.0% Q4 2025 Jan 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 19,654 4,134 0.31% 0.33% 456 +130 0.67% Q4 2025 Jan 07, 2026
Serenus Wealth Advisors, LLC History No change 19,537 4,109 0.8% 0.68% 457 0 0.0% Q4 2025 Jan 28, 2026
SUMMIT WEALTH GROUP LLC / CO History New 19,534 4,108 0.54% — 458 +19,534 New Q4 2025 Feb 04, 2026
NBC SECURITIES, INC. History Added to 19,516 4,105 0.31% 0.29% 459 +1,254 6.87% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Reduced 19,470 4,095 0.05% 0.06% 460 -6,453 -24.89% Q4 2025 Feb 11, 2026
Stillwater Capital Advisors, LLC History Reduced 19,373 4,074 0.44% 0.46% 461 -583 -2.92% Q4 2025 Jan 14, 2026
Bank of Jackson Hole Trust History Reduced 19,350 4,070 1.93% 1.98% 462 -118 -0.61% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 19,282 4,055 0.07% 0.04% 463 +9,969 107.04% Q4 2025 Mar 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 19,268 4,052 0.0% — 464 +19,268 New Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 19,112 4,020 0.2% 0.19% 465 +3,400 21.64% Q4 2025 Jan 07, 2026
McKinley Carter Wealth Services, Inc. History Reduced 18,980 3,992 0.22% 0.21% 466 -725 -3.68% Q4 2025 Feb 06, 2026
Icon Wealth Advisors, LLC History Added to 18,952 3,986 0.27% 0.24% 467 +1,521 8.73% Q4 2025 Feb 13, 2026
DIXON FNANCIAL SERVICES, INC. History No change 18,930 3,981 1.76% 1.75% 468 0 0.0% Q4 2025 Jan 15, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 18,917 3,979 0.56% 0.62% 469 -235 -1.23% Q4 2025 Jan 12, 2026
Prosperity Consulting Group, LLC History Added to 18,836 3,961 0.18% 0.1% 470 +8,622 84.41% Q4 2025 Feb 17, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 18,775 3,949 1.43% 1.51% 472 -607 -3.13% Q4 2025 Jan 27, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 18,779 3,949 0.37% 0.37% 471 -46 -0.24% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 18,701 3,933 0.06% 0.01% 473 +14,866 387.64% Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History Reduced 18,688 3,930 0.42% 0.48% 474 -2,805 -13.05% Q4 2025 Feb 13, 2026
Foundation Wealth Management, LLC\PA History Reduced 18,685 3,930 1.43% 1.48% 475 -126 -0.67% Q4 2025 Jan 15, 2026
Argyle Capital Partners, LLC History Reduced 18,555 3,902 2.85% 2.82% 476 -755 -3.91% Q4 2025 Feb 17, 2026
SAGE FINANCIAL GROUP INC History Reduced 18,534 3,898 0.26% 0.26% 477 -129 -0.69% Q4 2025 Jan 27, 2026
St. Louis Trust Co History No change 18,368 3,863 0.44% 0.47% 478 0 0.0% Q4 2025 Feb 09, 2026
BEAM WEALTH ADVISORS, INC. History Added to 18,258 3,840 1.05% 0.99% 479 +406 2.27% Q4 2025 Feb 04, 2026
Busey Bank History Reduced 18,213 3,830 0.1% 0.1% 480 -92 -0.5% Q4 2025 Jan 27, 2026
One Capital Management, LLC History Added to 17,981 3,782 0.11% 0.11% 481 +1,070 6.33% Q4 2025 Feb 10, 2026
Aaron Wealth Advisors LLC History No change 17,929 3,771 0.21% 0.22% 482 0 0.0% Q4 2025 Jan 21, 2026
TRUE Private Wealth Advisors History Reduced 17,921 3,769 0.38% 0.38% 483 -315 -1.73% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 17,809 3,745 0.21% 0.22% 484 -36 -0.2% Q4 2025 Feb 10, 2026
Goodman Financial Corp History No change 17,805 3,745 0.71% 0.71% 485 0 0.0% Q4 2025 Jan 08, 2026
PINEBRIDGE INVESTMENTS LLC History New 17,794 3,742 0.03% — 486 +17,794 New Q4 2025 Feb 12, 2026
SEIZERT CAPITAL PARTNERS, LLC History New 17,577 3,697 0.16% — 487 +17,577 New Q4 2025 Feb 02, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 17,147 3,606 0.51% 0.54% 488 -241 -1.39% Q4 2025 Feb 13, 2026
Resurgent Financial Advisors LLC History Reduced 17,112 3,599 1.8% 1.82% 489 -1,092 -6.0% Q4 2025 Feb 12, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 16,986 3,572 0.38% 0.37% 490 +652 3.99% Q4 2025 Jan 28, 2026
FLAGSTAR ADVISORS INC History Reduced 16,887 3,552 1.19% 1.32% 491 -4,256 -20.13% Q4 2025 Jan 13, 2026
Apollon Wealth Management, LLC History Added to 16,645 3,501 0.06% 0.05% 492 +2,905 21.14% Q4 2025 Jan 22, 2026
GAMMA Investing LLC History Added to 16,553 3,481 0.17% 0.17% 493 +992 6.37% Q4 2025 Jan 05, 2026
Cambria Investment Management, L.P. History New 16,536 3,478 0.2% — 494 +16,536 New Q4 2025 Feb 17, 2026
Grove Bank & Trust History Added to 16,421 3,453 0.39% 0.39% 495 +225 1.39% Q4 2025 Jan 08, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 16,382 3,446 0.06% 0.05% 496 0 0.0% Q4 2025 Feb 10, 2026
Affinity Capital Advisors, LLC History Reduced 16,376 3,444 0.48% 0.52% 497 -198 -1.19% Q4 2025 Jan 09, 2026
Avior Wealth Management, LLC History Reduced 16,325 3,433 0.11% 0.11% 498 -155 -0.94% Q4 2025 Jan 06, 2026
Opes Wealth Management LLC History Added to 16,324 3,433 0.56% 0.57% 499 +10 0.06% Q4 2025 Feb 02, 2026
INTEGRITY ALLIANCE, LLC. History Added to 16,292 3,426 0.12% 0.01% 500 +15,285 1517.87% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 16,271 3,422 0.08% 0.08% 501 +326 2.04% Q4 2025 Feb 09, 2026
Simplicity Wealth,LLC History Reduced 15,990 3,363 0.2% 0.22% 502 -2,734 -14.6% Q4 2025 Jan 30, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 15,943 3,353 0.39% 0.41% 503 0 0.0% Q4 2025 Feb 17, 2026
Azimuth Capital Investment Management LLC History Reduced 15,913 3,347 0.12% 0.12% 504 -500 -3.05% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 15,872 3,338 0.07% 0.06% 505 +192 1.22% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 15,856 3,335 0.2% 0.17% 506 +1,683 11.87% Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Reduced 15,801 3,323 0.25% 0.28% 507 -1,537 -8.86% Q4 2025 Jan 07, 2026
Game Plan Financial Advisors, LLC History Added to 15,780 3,319 1.33% 1.32% 508 +150 0.96% Q4 2025 Jan 14, 2026
Western Wealth Management, LLC History Added to 15,769 3,316 0.15% 0.17% 509 +160 1.03% Q4 2025 Feb 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 15,651 3,292 0.06% 0.06% 510 +2,462 18.67% Q4 2025 Feb 19, 2026
Topel & Distasi Wealth Management, LLC History Added to 15,609 3,283 1.6% 1.56% 511 +95 0.61% Q4 2025 Feb 09, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 15,418 3,243 0.14% 0.03% 512 +11,418 285.45% Q4 2025 Feb 12, 2026
Colorado Capital Management, Inc. History Reduced 15,355 3,230 1.21% 1.21% 513 -49 -0.32% Q4 2025 Jan 23, 2026
Allen Investment Management, LLC History No change 15,188 3,194 0.04% 0.03% 514 0 0.0% Q4 2025 Feb 10, 2026
New Age Alpha Advisors, LLC History Added to 15,178 3,192 0.14% 0.09% 515 +5,084 50.37% Q4 2025 Feb 09, 2026
Quadcap Wealth Management, LLC History Reduced 15,178 3,192 0.37% 0.37% 516 -428 -2.74% Q4 2025 Jan 29, 2026
Pathway Financial Advisors LLC History No change 14,660 3,174 0.4% 0.4% 517 0 0.0% Q4 2025 Jan 14, 2026
Mainstream Capital Management LLC History Reduced 15,000 3,155 2.07% 2.25% 518 -1,594 -9.61% Q4 2025 Jan 21, 2026
BG Investment Services, LLC History Reduced 14,952 3,145 2.8% 3.08% 519 -370 -2.41% Q4 2025 Feb 05, 2026
INVESTED ADVISORS History Added to 14,934 3,141 3.25% 2.69% 520 +5,015 50.56% Q4 2025 Jan 26, 2026
NTV ASSET MANAGEMENT LLC History Reduced 14,911 3,136 0.33% 0.34% 521 -579 -3.74% Q4 2025 Jan 20, 2026
WCG Wealth Advisors LLC History Added to 14,894 3,132 0.09% 0.16% 522 +2,372 18.94% Q4 2025 Feb 10, 2026
Destiny Wealth Partners, LLC History No change 14,293 3,131 0.36% 0.36% 523 0 0.0% Q4 2025 Feb 03, 2026
AE Wealth Management LLC History Added to 14,837 3,120 0.02% 0.01% 524 +3,509 30.98% Q4 2025 Jan 26, 2026
Fisher Asset Management, LLC History Added to 14,717 3,095 0.0% 0.0% 525 +2,137 16.99% Q4 2025 Feb 09, 2026
Dana Investment Advisors, Inc. History Reduced 14,640 3,079 0.09% 0.1% 526 -1,773 -10.8% Q4 2025 Feb 05, 2026
Boston Trust Walden Corp History No change 14,638 3,078 0.02% 0.02% 527 0 0.0% Q4 2025 Jan 28, 2026
Accredited Investors Inc. History Added to 14,490 3,047 0.16% 0.16% 528 +4 0.03% Q4 2025 Feb 05, 2026
Clientfirst Wealth Management, LLC History No change 14,479 3,045 2.44% 2.36% 529 0 0.0% Q4 2025 Feb 06, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 14,414 3,031 1.0% 1.0% 531 -143 -0.98% Q4 2025 Jan 22, 2026
EPG Wealth Management LLC History Added to 14,412 3,031 0.82% 0.81% 530 +19 0.13% Q4 2025 Jan 28, 2026
Joel Isaacson & Co., LLC History Added to 14,402 3,029 0.1% 0.1% 532 +292 2.07% Q4 2025 Jan 30, 2026
Ironsides Asset Advisors, LLC History Reduced 14,365 3,021 0.77% 0.76% 533 -69 -0.48% Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Reduced 14,324 3,012 0.06% 0.1% 534 -8,840 -38.16% Q4 2025 Feb 03, 2026
SAXON INTERESTS, INC. History Added to 14,308 3,009 1.05% 0.91% 536 +2,779 24.1% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Reduced 14,306 3,009 0.51% 0.52% 535 -554 -3.73% Q4 2025 Jan 20, 2026
Autumn Glory Partners, LLC History No change 14,259 2,999 1.05% 1.19% 537 0 0.0% Q4 2025 Jan 27, 2026
Evanson Asset Management, LLC History Reduced 14,233 2,993 0.16% 0.16% 538 -96 -0.67% Q4 2025 Jan 12, 2026
Pullen Investment Management, LLC History New 14,161 2,978 1.57% — 539 +14,161 New Q4 2025 Jan 20, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 14,113 2,968 0.33% 0.33% 540 -98 -0.69% Q4 2025 Jan 22, 2026
ARVEST INVESTMENTS, INC. History Added to 14,104 2,966 0.42% 0.38% 541 +1,172 9.06% Q4 2025 Jan 20, 2026
Q3 Asset Management History Added to 14,071 2,959 0.68% 0.77% 542 +2,995 27.04% Q4 2025 Jan 27, 2026
Summit Trail Advisors, LLC History Reduced 14,034 2,951 0.05% 0.04% 543 -767 -5.18% Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 13,988 2,942 0.04% 0.04% 544 -281 -1.97% Q4 2025 Feb 09, 2026
LM Advisors LLC History Reduced 619 2,941 0.05% 0.09% 546 -2,322 -78.95% Q4 2025 Feb 13, 2026
Gilliland Jeter Wealth Management LLC History Added to 13,982 2,941 0.89% 0.87% 545 +136 0.98% Q4 2025 Jan 23, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 13,954 2,935 0.08% 0.09% 547 -1,108 -7.36% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 13,946 2,933 0.05% 0.03% 548 +7,211 107.07% Q4 2025 Jan 16, 2026
SIG BROKERAGE, LP History No change 13,889 2,921 0.09% 0.08% 549 0 0.0% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History Added to 13,708 2,905 0.04% 0.03% 550 +3,774 37.99% Q4 2025 Feb 05, 2026
COURIER CAPITAL LLC History Reduced 13,749 2,891 0.16% 0.16% 551 -75 -0.54% Q4 2025 Jan 29, 2026
Ascent Wealth Partners, LLC History Reduced 13,733 2,888 0.33% 0.33% 552 -434 -3.06% Q4 2025 Feb 02, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 13,705 2,882 0.21% 0.21% 553 -271 -1.94% Q4 2025 Jan 12, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 13,669 2,875 0.67% 0.69% 554 -354 -2.52% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Added to 13,651 2,871 0.1% 0.09% 555 +769 5.97% Q4 2025 Jan 12, 2026
Janney Capital Management LLC History Added to 13,609 2,863 0.18% 0.07% 556 +8,409 161.71% Q4 2025 Feb 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 13,579 2,856 0.31% 0.32% 557 +5 0.04% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 13,553 2,850 0.0% 0.0% 558 +2,846 26.58% Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History New 13,471 2,833 0.09% — 559 +13,471 New Q4 2025 Feb 13, 2026
STAR Financial Bank History Reduced 13,465 2,832 1.45% 1.64% 560 -189 -1.38% Q4 2025 Feb 13, 2026
Rinkey Investments History Reduced 13,422 2,823 0.72% 0.79% 561 -1,227 -8.38% Q4 2025 Feb 04, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 13,407 2,819 0.2% 0.2% 562 -189 -1.39% Q4 2025 Jan 07, 2026
Summa Corp. History No change 13,379 2,814 1.21% 1.2% 563 0 0.0% Q4 2025 Jan 21, 2026
FLYWHEEL PRIVATE WEALTH LLC History Reduced 13,375 2,813 1.76% 2.26% 564 -813 -5.73% Q4 2025 Jan 14, 2026
Pure Financial Advisors, LLC History Reduced 13,368 2,811 0.51% 0.05% 565 -532 -3.83% Q4 2025 Mar 04, 2026
Dentgroup LLC History Added to 13,321 2,801 1.92% 1.67% 566 +628 4.95% Q4 2025 Jan 28, 2026
Argent Trust Co History Reduced 13,228 2,782 0.1% 0.1% 567 -25 -0.19% Q4 2025 Feb 10, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 13,149 2,765 0.58% 0.59% 568 +13 0.1% Q4 2025 Jan 07, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 13,098 2,755 0.0% 0.0% 569 -1,716 -11.58% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Reduced 13,083 2,751 0.09% 0.18% 570 -9,718 -42.62% Q4 2025 Feb 13, 2026
Strategic Wealth Advisors LLC History New 13,076 2,750 2.35% — 571 +13,076 New Q4 2025 Feb 03, 2026
DONALD SMITH & CO., INC. History Reduced 13,000 2,734 0.05% 0.07% 572 -3,300 -20.25% Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 12,985 2,731 0.03% 0.03% 573 +933 7.74% Q4 2025 Feb 10, 2026
CHEMUNG CANAL TRUST CO History Added to 12,867 2,706 0.54% 0.36% 574 +4,108 46.9% Q4 2025 Jan 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 12,814 2,695 0.19% 0.19% 575 -334 -2.54% Q4 2025 Jan 28, 2026
CENTRAL VALLEY ADVISORS, LLC History Reduced 12,811 2,694 0.8% 0.81% 576 -104 -0.81% Q4 2025 Jan 12, 2026
GFS Advisors, LLC History No change 12,792 2,690 0.32% 0.33% 577 0 0.0% Q4 2025 Feb 11, 2026
SB Capital Management Inc History New 12,764 2,684 0.98% — 578 +12,764 New Q4 2025 Feb 20, 2026
Quantum Portfolio Management LLC History Reduced 12,742 2,680 1.18% 2.03% 579 -20,813 -62.03% Q4 2025 Feb 12, 2026
Argos Wealth Advisors, LLC History New 12,711 2,673 0.72% — 581 +12,711 New Q4 2025 Feb 04, 2026
Grant Street Asset Management, Inc. History Reduced 12,711 2,673 0.54% 0.55% 580 -40 -0.31% Q4 2025 Jan 28, 2026
Eagle Strategies LLC History Added to 12,616 2,653 0.34% 0.31% 582 +1,320 11.69% Q4 2025 Jan 23, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 12,608 2,651 0.14% 0.12% 583 +708 5.95% Q4 2025 Jan 27, 2026
Secure Asset Management, LLC History Added to 12,525 2,634 0.41% 0.4% 584 +760 6.46% Q4 2025 Jan 20, 2026
Montis Financial, LLC History Reduced 12,515 2,632 0.52% 0.64% 585 -1,061 -7.82% Q4 2025 Feb 11, 2026
Allegheny Financial Group History Added to 12,462 2,621 0.39% 0.46% 586 +252 2.06% Q4 2025 Feb 02, 2026
Granite Harbor Advisors, Inc. History Added to 12,407 2,609 1.1% 1.05% 587 +136 1.11% Q4 2025 Jan 22, 2026
BigSur Wealth Management LLC History No change 12,395 2,607 0.63% 0.62% 588 0 0.0% Q4 2025 Jan 27, 2026
Cyndeo Wealth Partners, LLC History Added to 12,375 2,602 0.14% 0.11% 589 +2,604 26.65% Q4 2025 Jan 07, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 12,310 2,589 1.91% 1.91% 590 +43 0.35% Q4 2025 Jan 23, 2026
Johnson Financial Group, LLC History New 12,276 2,582 0.16% — 591 +12,276 New Q4 2025 Feb 10, 2026
Atlas Brown,Inc. History Added to 12,135 2,552 0.76% 0.73% 592 +14 0.12% Q4 2025 Jan 09, 2026
NICOLET BANKSHARES INC History Reduced 12,122 2,549 0.41% 0.4% 593 -93 -0.76% Q4 2025 Feb 09, 2026
Dynamic Financial Group History Reduced 11,960 2,515 2.15% 2.21% 594 -564 -4.5% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Reduced 11,802 2,482 0.08% 0.08% 596 -1,737 -12.83% Q4 2025 Jan 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 11,804 2,482 0.06% 0.06% 595 +15 0.13% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Reduced 11,735 2,468 0.22% 0.21% 597 -127 -1.07% Q4 2025 Jan 26, 2026
Nolet Wealth Management, LLC History New 11,725 2,466 1.37% — 598 +11,725 New Q4 2025 Feb 27, 2026
MGO ONE SEVEN LLC History Reduced 11,713 2,463 0.05% 0.06% 599 -1,820 -13.45% Q4 2025 Feb 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 11,701 2,461 0.11% 0.12% 600 -61 -0.52% Q4 2025 Feb 11, 2026
IFC Advisors LLC History Added to 11,581 2,435 0.36% 0.34% 601 +2,576 28.61% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 11,558 2,431 0.05% 0.06% 602 +223 1.97% Q4 2025 Feb 06, 2026
Baron Financial Group, LLC History Reduced 11,456 2,409 1.29% 1.29% 603 -155 -1.33% Q4 2025 Jan 09, 2026
OARSMAN CAPITAL, INC. History Reduced 11,333 2,383 0.31% 0.33% 604 -392 -3.34% Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Reduced 11,299 2,376 0.03% 0.03% 605 -105 -0.92% Q4 2025 Jan 27, 2026
SilverOak Wealth Management LLC History Added to 11,295 2,375 0.37% 0.39% 606 +61 0.54% Q4 2025 Jan 28, 2026
Advocacy Wealth Management, LLC History No change 11,180 2,351 0.1% 0.1% 607 0 0.0% Q4 2025 Feb 11, 2026
FIDUCIARY FAMILY OFFICE, LLC History Reduced 11,137 2,342 0.67% 0.83% 608 -3,174 -22.18% Q4 2025 Feb 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 11,129 2,340 0.17% 0.13% 609 +1,743 18.57% Q4 2025 Feb 12, 2026
Intrepid Financial Planning Group LLC History Reduced 11,043 2,322 0.88% 0.87% 610 -157 -1.4% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 11,032 2,320 0.07% 0.07% 611 +295 2.75% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 11,000 2,313 0.02% 0.02% 612 0 0.0% Q4 2025 Feb 05, 2026
Founders Financial Alliance, LLC History Reduced 10,994 2,312 0.44% 0.45% 614 -762 -6.48% Q4 2025 Feb 12, 2026
HMS Capital Management, LLC History Added to 10,992 2,312 0.96% 0.92% 613 +220 2.04% Q4 2025 Jan 16, 2026
CGN Advisors LLC History Reduced 10,936 2,300 0.18% 0.18% 615 -89 -0.81% Q4 2025 Jan 05, 2026
Wealth Dimensions Group, Ltd. History Reduced 10,883 2,289 0.45% 0.46% 616 -72 -0.66% Q4 2025 Feb 13, 2026
Asempa Wealth Advisors History New 10,881 2,288 1.97% — 617 +10,881 New Q4 2025 Jan 08, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 10,822 2,276 0.2% 0.2% 618 -293 -2.64% Q4 2025 Jan 30, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 10,618 2,233 0.22% 0.22% 619 0 0.0% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Reduced 10,616 2,232 0.03% 0.03% 620 -898 -7.8% Q4 2025 Feb 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 10,595 2,228 0.21% 0.03% 621 +9,034 578.73% Q4 2025 Jan 22, 2026
EVOKE WEALTH, LLC History Added to 10,567 2,222 0.04% 0.04% 622 +1,823 20.85% Q4 2025 Feb 06, 2026
CJM Wealth Advisers, Ltd. History Reduced 10,548 2,218 0.66% 0.66% 623 -49 -0.46% Q4 2025 Jan 23, 2026
FAS Wealth Partners, Inc. History Added to 10,503 2,209 0.14% 0.14% 624 +9 0.09% Q4 2025 Feb 18, 2026
Clarion Wealth Managment Partners, LLC History Reduced 10,496 2,207 2.04% 2.29% 625 -917 -8.03% Q4 2025 Feb 05, 2026
ICONIQ Capital, LLC History No change 10,489 2,206 0.03% 0.03% 626 0 0.0% Q4 2025 Feb 13, 2026
Index Technologies Group LLC History New 10,477 2,203 2.3% — 627 +10,477 New Q4 2025 Feb 12, 2026
One Wealth Advisors, LLC History Added to 10,467 2,201 0.27% 0.16% 628 +4,193 66.83% Q4 2025 Feb 02, 2026
Manchester Capital Management LLC History Reduced 10,455 2,199 0.3% 0.3% 629 -430 -3.95% Q4 2025 Feb 11, 2026
Epoch Investment Partners, Inc. History New 10,432 2,194 0.01% — 630 +10,432 New Q4 2025 Feb 13, 2026
BEACON ADVISORS HOLDINGS, LLC History New 10,399 2,187 1.15% — 631 +10,399 New Q4 2025 Feb 27, 2026
NovaPoint Capital, LLC History Added to 10,393 2,186 0.56% 0.1% 632 +8,465 439.06% Q4 2025 Jan 21, 2026
WestHill Financial Advisors, Inc. History Reduced 10,256 2,157 0.41% 0.41% 633 -6 -0.06% Q4 2025 Jan 21, 2026
Affiance Financial, LLC History No change 10,247 2,155 0.35% 0.38% 634 0 0.0% Q4 2025 Jan 21, 2026
Florida Trust Wealth Management Co History No change 10,222 2,150 0.06% 0.06% 635 0 0.0% Q4 2025 Jan 20, 2026
jvl associates llc History No change 10,211 2,147 0.7% 0.69% 636 0 0.0% Q4 2025 Jan 09, 2026
Brookstone Capital Management History Reduced 10,165 2,138 0.02% 0.03% 637 -359 -3.41% Q4 2025 Jan 15, 2026
Regal Investment Advisors LLC History Added to 10,162 2,137 0.13% 0.09% 638 +3,275 47.55% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History No change 10,159 2,136 0.11% 0.12% 639 0 0.0% Q4 2025 Feb 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 10,120 2,128 0.02% 0.01% 640 +6,324 166.6% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Added to 10,097 2,123 0.08% 0.05% 641 +3,513 53.36% Q4 2025 Feb 06, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 10,013 2,106 0.25% 0.24% 642 0 0.0% Q4 2025 Jan 29, 2026
TWO SIGMA INVESTMENTS, LP History New 10,005 2,104 0.0% — 643 +10,005 New Q4 2025 Feb 17, 2026
Summit Financial Strategies, Inc. History Added to 9,975 2,098 0.17% 0.17% 644 +268 2.76% Q4 2025 Jan 27, 2026
ELEMENT POINTE ADVISORS, LLC History Reduced 9,970 2,097 0.41% 0.44% 645 -99 -0.98% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Added to 9,965 2,096 0.14% 0.12% 646 +1,422 16.65% Q4 2025 Jan 23, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Reduced 9,929 2,088 0.66% 0.67% 647 -86 -0.86% Q4 2025 Feb 12, 2026
Avantax Planning Partners, Inc. History Reduced 9,925 2,087 0.06% 0.06% 648 -16 -0.16% Q4 2025 Feb 05, 2026
Bond & Devick Financial Network, Inc. History Reduced 9,910 2,084 0.59% 0.63% 649 -365 -3.55% Q4 2025 Jan 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 9,850 2,071 0.08% 0.07% 650 +1,000 11.3% Q4 2025 Feb 04, 2026
Park Place Capital Corp History Added to 9,836 2,068 0.43% 0.3% 651 +2,813 40.05% Q4 2025 Jan 09, 2026
InvesTrust History Added to 9,821 2,065 0.8% 0.72% 652 +120 1.24% Q4 2025 Jan 14, 2026
Tactive Advisors, LLC History Reduced 9,799 2,061 0.6% 0.66% 654 -1,636 -14.31% Q4 2025 Jan 09, 2026
LEE DANNER & BASS INC History Reduced 9,799 2,061 0.15% 0.15% 653 -200 -2.0% Q4 2025 Jan 29, 2026
J2 Capital Management Inc History Reduced 9,776 2,056 1.5% 2.08% 655 -3,810 -28.04% Q4 2025 Jan 20, 2026
Insight Inv LLC History Reduced 9,767 2,054 1.15% 1.17% 656 -4 -0.04% Q4 2025 Feb 06, 2026
Glass Jacobson Investment Advisors llc History Added to 9,764 2,053 0.74% 0.72% 657 +2 0.02% Q4 2025 Jan 22, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 9,753 2,051 0.13% 0.16% 658 -2,122 -17.87% Q4 2025 Feb 12, 2026
Advisory Resource Group History Reduced 9,744 2,049 0.36% 0.37% 659 -449 -4.4% Q4 2025 Feb 12, 2026
McGlone Suttner Wealth Management, Inc. History New 9,740 2,048 0.28% — 660 +9,740 New Q4 2025 Jan 15, 2026
Indivisible Partners History New 9,711 2,041 0.22% — 661 +9,711 New Q4 2025 Feb 03, 2026
STEPH & CO History Added to 9,623 2,024 0.58% 0.59% 662 +149 1.57% Q4 2025 Jan 23, 2026
Verus Financial Partners, Inc. History Reduced 9,201 2,015 0.19% 0.21% 663 -1,534 -14.29% Q4 2025 Feb 02, 2026
SAX WEALTH ADVISORS, LLC History Added to 9,571 2,013 0.09% 0.1% 664 +49 0.51% Q4 2025 Jan 12, 2026
Quotient Wealth Partners, LLC History Reduced 9,558 2,010 0.05% 0.05% 665 -23 -0.24% Q4 2025 Jan 22, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 9,479 1,993 0.2% 0.16% 666 +1,632 20.8% Q4 2025 Feb 02, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 9,409 1,979 1.11% 1.1% 667 +232 2.53% Q4 2025 Jan 09, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 9,335 1,963 0.13% 0.13% 668 -72 -0.77% Q4 2025 Jan 26, 2026
Clearwave Capital, LLC History New 9,282 1,952 1.44% — 669 +9,282 New Q4 2025 Mar 02, 2026
Geneos Wealth Management Inc. History Added to 9,264 1,948 0.05% 0.05% 670 +26 0.28% Q4 2025 Jan 28, 2026
True North Advisors, LLC History Added to 9,192 1,933 0.25% 0.29% 671 +313 3.53% Q4 2025 Jan 22, 2026
STABLEFORD CAPITAL II LLC History Added to 9,186 1,932 0.7% 0.44% 672 +3,138 51.88% Q4 2025 Jan 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 9,131 1,920 0.15% 0.08% 673 +4,481 96.37% Q4 2025 Feb 12, 2026
ANCHYRA PARTNERS LLC History New 9,086 1,911 0.59% — 674 +9,086 New Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,063 1,906 0.09% 0.04% 676 +5,909 187.35% Q4 2025 Jan 28, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 9,064 1,906 0.4% 0.4% 675 +38 0.42% Q4 2025 Jan 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 8,964 1,885 0.64% 0.65% 677 0 0.0% Q4 2025 Jan 20, 2026
Next Level Private LLC History Added to 8,960 1,884 0.49% 0.53% 678 +13 0.15% Q4 2025 Jan 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 8,833 1,857 0.29% 0.3% 679 0 0.0% Q4 2025 Feb 06, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Reduced 8,825 1,856 0.04% 0.04% 680 -196 -2.17% Q4 2025 Feb 13, 2026
Centerpoint Advisory Group History Reduced 8,778 1,846 1.42% 1.4% 681 -65 -0.74% Q4 2025 Feb 03, 2026
Vigil Wealth Management, LLC History New 8,752 1,840 1.53% — 682 +8,752 New Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 8,739 1,838 0.05% 0.05% 683 -68 -0.77% Q4 2025 Jan 23, 2026
MYCIO WEALTH PARTNERS, LLC History No change 8,715 1,833 0.38% 0.41% 684 0 0.0% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 8,631 1,815 0.02% 0.02% 685 -319 -3.56% Q4 2025 Jan 22, 2026
EARNED WEALTH ADVISORS, LLC History Added to 8,624 1,813 0.58% 0.24% 686 +1,577 22.38% Q4 2025 Jan 27, 2026
American Trust History Reduced 8,619 1,812 0.15% 0.17% 687 -1,425 -14.19% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Reduced 8,597 1,808 0.47% 0.49% 688 -317 -3.56% Q4 2025 Jan 14, 2026
Keystone Wealth Services, LLC History Added to 8,573 1,803 0.38% 0.37% 689 +309 3.74% Q4 2025 Jan 26, 2026
Indiana Trust & Investment Management Co History Reduced 8,559 1,800 0.53% 0.53% 690 -14 -0.16% Q4 2025 Jan 21, 2026
Ameritas Advisory Services, LLC History Reduced 8,543 1,796 0.07% 0.45% 691 -25,229 -74.7% Q4 2025 Feb 04, 2026
ARGENT CAPITAL MANAGEMENT LLC History New 8,485 1,784 0.05% — 692 +8,485 New Q4 2025 Jan 05, 2026
Breachway Investments LLC History New 8,474 1,782 1.88% — 694 +8,474 New Q4 2025 Jan 27, 2026
Calamos Wealth Management LLC History Added to 8,476 1,782 0.06% 0.06% 693 +134 1.61% Q4 2025 Jan 29, 2026
Gryphon Financial Partners LLC History Added to 8,466 1,780 0.19% 0.19% 695 +83 0.99% Q4 2025 Jan 08, 2026
McAdam, LLC History Added to 8,421 1,771 0.08% 0.08% 696 +220 2.68% Q4 2025 Feb 13, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 8,422 1,771 1.5% 1.53% 697 +32 0.38% Q4 2025 Jan 26, 2026
Mount Lucas Management LP History New 8,407 1,768 0.71% — 698 +8,407 New Q4 2025 Feb 05, 2026
AlphaCentric Advisors LLC History New 8,407 1,768 1.76% — 700 +8,407 New Q4 2025 Feb 12, 2026
GenWealth Group, Inc. History Reduced 8,168 1,768 0.3% 0.32% 699 -229 -2.73% Q4 2025 Jan 12, 2026
INTRUST BANK NA History No change 8,399 1,766 0.15% 0.14% 701 0 0.0% Q4 2025 Feb 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 8,381 1,762 0.09% 0.1% 702 +117 1.42% Q4 2025 Jan 26, 2026
MYECFO, LLC History Reduced 8,315 1,748 0.74% 0.78% 703 -160 -1.89% Q4 2025 Jan 12, 2026
RKL Wealth Management LLC History No change 8,270 1,739 0.14% 0.14% 704 0 0.0% Q4 2025 Feb 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 7,920 1,735 0.02% 0.01% 705 0 0.0% Q4 2025 Jan 28, 2026
Hansen & Associates Financial Group, Inc. History Reduced 7,718 1,731 0.95% 0.68% 706 -166 -2.11% Q4 2025 Feb 17, 2026
Turtle Creek Wealth Advisors, LLC History Added to 8,195 1,723 0.14% 0.11% 707 +2,110 34.68% Q4 2025 Jan 28, 2026
Eldridge Investment Advisors, Inc. History No change 8,179 1,720 0.38% 0.38% 708 0 0.0% Q4 2025 Feb 11, 2026
Moran Wealth Management, LLC History Reduced 8,163 1,717 0.05% 0.4% 709 -56,957 -87.46% Q4 2025 Jan 26, 2026
BARRETT & COMPANY, INC. History Reduced 8,065 1,696 0.57% 0.57% 710 -37 -0.46% Q4 2025 Jan 28, 2026
FIDUCIARY TRUST CO History Reduced 8,052 1,693 0.02% 0.02% 711 -144 -1.76% Q4 2025 Feb 13, 2026
Clifford Group, LLC History Reduced 8,011 1,685 1.3% 1.27% 712 -23 -0.29% Q4 2025 Feb 13, 2026
Sound View Wealth Advisors Group, LLC History Reduced 7,993 1,681 0.11% 0.11% 713 -70 -0.87% Q4 2025 Jan 08, 2026
David Kennon Inc History Added to 7,984 1,679 0.6% 0.56% 714 +334 4.37% Q4 2025 Jan 26, 2026
Hamlin Capital Management, LLC History New 7,975 1,677 0.04% — 715 +7,975 New Q4 2025 Jan 07, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 7,972 1,676 1.19% 1.2% 716 -23 -0.29% Q4 2025 Jan 07, 2026
Lantz Financial LLC History New 7,959 1,674 0.35% — 717 +7,959 New Q4 2025 Jan 14, 2026
FIRST MANHATTAN CO. LLC. History Added to 7,954 1,673 0.0% 0.0% 718 +72 0.91% Q4 2025 Feb 17, 2026
LORD, ABBETT & CO. LLC History New 7,919 1,666 0.01% — 719 +7,919 New Q4 2025 Feb 13, 2026
Anchor Investment Management, LLC History Added to 7,901 1,661 0.13% 0.13% 720 +153 1.97% Q4 2025 Feb 26, 2026
Cooke Wealth Management, LLC History New 7,569 1,652 1.44% — 721 +7,569 New Q4 2025 Jan 21, 2026
Litman Gregory Wealth Management LLC History Added to 7,853 1,651 0.12% 0.11% 722 +586 8.06% Q4 2025 Feb 12, 2026
Great Waters Wealth Management History Reduced 7,850 1,651 0.18% 0.19% 723 -88 -1.11% Q4 2025 Jan 15, 2026
ORG Partners LLC History Added to 7,835 1,648 0.29% 0.2% 724 +2,447 45.42% Q4 2025 Jan 14, 2026
Nabity-Jensen Investment Management Inc History No change 7,818 1,644 1.11% 1.1% 725 0 0.0% Q4 2025 Jan 26, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 7,810 1,642 0.24% 0.23% 726 0 0.0% Q4 2025 Feb 06, 2026
BEACON FINANCIAL GROUP History New 7,798 1,640 0.16% — 727 +7,798 New Q4 2025 Apr 01, 2026
Jordan Park Group LLC History No change 7,799 1,640 0.1% 0.09% 728 0 0.0% Q4 2025 Feb 10, 2026
Bensler, LLC History Added to 7,779 1,636 0.16% 0.16% 729 +2 0.03% Q4 2025 Feb 04, 2026
Strategic Blueprint, LLC History Reduced 7,719 1,623 0.1% 0.08% 730 -832 -9.73% Q4 2025 Jan 30, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 7,455 1,621 0.08% 0.08% 731 +784 11.75% Q4 2025 Feb 03, 2026
Cooper Financial Group History Reduced 7,702 1,620 0.17% 0.17% 732 -68 -0.88% Q4 2025 Jan 08, 2026
MMA ASSET MANAGEMENT LLC History No change 7,665 1,612 0.57% 0.52% 733 0 0.0% Q4 2025 Feb 03, 2026
Key FInancial Inc History Reduced 7,662 1,611 0.29% 0.29% 734 -52 -0.67% Q4 2025 Feb 09, 2026
Laird Norton Wetherby Trust Company, LLC History New 7,613 1,601 0.03% — 735 +7,613 New Q4 2025 Feb 17, 2026
Asset Dedication, LLC History Added to 7,612 1,601 0.11% 0.1% 736 +4 0.05% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Reduced 7,611 1,600 0.07% 0.07% 737 -486 -6.0% Q4 2025 Feb 10, 2026
PARAGON FINANCIAL PARTNERS, INC. History Reduced 7,609 1,600 0.98% 0.99% 738 -123 -1.59% Q4 2025 Jan 21, 2026
First Western Trust Bank History Reduced 7,596 1,597 0.08% 0.07% 739 -1 -0.01% Q4 2025 Feb 12, 2026
Providence First Trust Co History Added to 7,575 1,593 0.55% 0.09% 740 +6,268 479.57% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Added to 7,562 1,590 0.17% 0.13% 741 +1,533 25.43% Q4 2025 Feb 05, 2026
Cambridge Financial Group, LLC History Reduced 8,168 1,588 0.55% 0.56% 742 -408 -4.76% Q4 2025 Jan 09, 2026
TWO SIGMA SECURITIES, LLC History Reduced 7,528 1,583 0.22% 0.25% 743 -782 -9.41% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History New 7,498 1,577 0.04% — 744 +7,498 New Q4 2025 Feb 13, 2026
MAYPORT, LLC History No change 7,500 1,577 0.32% 0.33% 745 0 0.0% Q4 2025 Jan 21, 2026
Capital Asset Advisory Services LLC History Added to 7,238 1,567 0.06% 0.06% 746 +128 1.8% Q4 2025 Jan 09, 2026
CARDIFF PARK ADVISORS, LLC History Added to 7,433 1,563 0.13% 0.12% 747 +46 0.62% Q4 2025 Feb 17, 2026
Enclave Advisors LLC History Reduced 7,427 1,562 0.22% 0.24% 748 -197 -2.58% Q4 2025 Jan 14, 2026
Maxele Advisors, LLC History Reduced 7,429 1,562 1.27% 1.31% 749 -50 -0.67% Q4 2025 Feb 05, 2026
Bruce G. Allen Investments, LLC History Added to 7,371 1,550 1.05% 1.06% 750 +92 1.26% Q4 2025 Feb 10, 2026
PERSONAL CFO SOLUTIONS, LLC History New 7,317 1,539 0.24% — 751 +7,317 New Q4 2025 Jan 22, 2026
Perennial Investment Advisors, LLC History Added to 7,316 1,538 0.12% 0.11% 753 +692 10.45% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Reduced 7,315 1,538 0.02% 0.02% 752 -34 -0.46% Q4 2025 Feb 05, 2026
Sage Mountain Advisors LLC History No change 7,295 1,534 0.08% 0.09% 754 0 0.0% Q4 2025 Jan 23, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 7,293 1,533 0.69% 0.71% 755 +4 0.05% Q4 2025 Jan 28, 2026
Freestone Capital Holdings, LLC History Reduced 7,270 1,529 0.05% 0.05% 756 -851 -10.48% Q4 2025 Jan 23, 2026
Legacy Advisors, LLC History Reduced 7,257 1,526 0.16% 0.2% 757 -707 -8.88% Q4 2025 Jan 27, 2026
SouthState Bank Corp History Reduced 7,211 1,516 0.07% 0.1% 758 -3,132 -30.28% Q4 2025 Feb 11, 2026
Tannin Capital LLC History New 7,198 1,514 1.35% — 759 +7,198 New Q4 2025 Feb 17, 2026
WELCH & FORBES LLC History No change 7,145 1,502 0.02% 0.02% 760 0 0.0% Q4 2025 Feb 10, 2026
GREENLEAF TRUST History No change 7,113 1,496 0.01% 0.01% 761 0 0.0% Q4 2025 Jan 21, 2026
Opus Capital Group, LLC History Reduced 7,092 1,492 0.16% 0.16% 762 -12 -0.17% Q4 2025 Jan 30, 2026
DAVENPORT & Co LLC History Added to 7,076 1,488 0.01% 0.01% 763 +1,931 37.53% Q4 2025 Jan 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Reduced 6,592 1,480 0.43% 0.61% 764 -2,125 -24.38% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 6,984 1,468 0.07% 0.07% 765 +21 0.3% Q4 2025 Feb 17, 2026
NATIXIS History Added to 6,973 1,466 0.01% 0.01% 766 +675 10.72% Q4 2025 Feb 13, 2026
Global Wealth Management, LLC History No change 6,964 1,464 0.79% 0.74% 767 0 0.0% Q4 2025 Jan 26, 2026
Greenspring Advisors, LLC History Added to 6,942 1,460 0.09% 0.07% 768 +4,902 240.29% Q4 2025 Feb 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 6,932 1,458 0.08% 0.08% 769 +368 5.61% Q4 2025 Feb 17, 2026
Almanack Investment Partners, LLC. History No change 6,918 1,455 0.25% 0.22% 770 0 0.0% Q4 2025 Jan 29, 2026
Wick Capital Partners, LLC History Reduced 6,906 1,452 0.26% 0.36% 771 -450 -6.12% Q4 2025 Mar 02, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 6,906 1,452 0.33% 0.34% 772 +2 0.03% Q4 2025 Jan 28, 2026
Colonial Trust Co / SC History Reduced 6,895 1,450 0.19% 0.19% 773 -48 -0.69% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Reduced 6,866 1,444 0.05% 0.05% 774 -138 -1.97% Q4 2025 Feb 06, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 6,830 1,436 0.08% 0.04% 775 +4,409 182.11% Q4 2025 Feb 09, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 6,824 1,435 0.22% 0.23% 776 -166 -2.37% Q4 2025 Jan 23, 2026
Aureum Wealth Management, LLC History New 6,817 1,433 1.33% — 777 +6,817 New Q4 2025 Jan 28, 2026
BHK Investment Advisors, LLC History Added to 6,803 1,430 0.47% 0.48% 778 +452 7.12% Q4 2025 Feb 03, 2026
Global Strategic Investment Solutions, LLC History Added to 6,795 1,429 0.14% 0.14% 779 +6 0.09% Q4 2025 Jan 29, 2026
FIRST NATIONAL TRUST CO History Added to 6,778 1,425 0.05% 0.04% 780 +1,351 24.89% Q4 2025 Feb 09, 2026
American Financial Advisors, LLC History Reduced 6,776 1,425 0.18% 0.18% 781 -216 -3.09% Q4 2025 Feb 03, 2026
FIRST HAWAIIAN BANK History No change 6,771 1,424 0.19% 0.18% 782 0 0.0% Q4 2025 Jan 05, 2026
Garde Capital, Inc. History No change 6,771 1,424 0.08% 0.07% 783 0 0.0% Q4 2025 Feb 10, 2026
Ethos Financial Group, LLC History Reduced 6,736 1,416 0.1% 0.11% 784 -419 -5.86% Q4 2025 Jan 20, 2026
LWM Advisory Services, LLC History Added to 6,717 1,412 0.83% 0.69% 785 +874 14.96% Q4 2025 Feb 12, 2026
Frederick Financial Consultants, LLC History Added to 6,716 1,412 0.77% 0.77% 786 +1 0.01% Q4 2025 Feb 10, 2026
Horizon Wealth Management, LLC History Reduced 6,671 1,403 0.22% 0.22% 787 -785 -10.53% Q4 2025 Feb 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 6,666 1,402 0.09% 0.1% 788 -620 -8.51% Q4 2025 Feb 17, 2026
Northstar Group, Inc. History Added to 6,629 1,394 0.19% 0.19% 789 +240 3.76% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 6,627 1,393 0.02% 0.02% 790 -540 -7.53% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Reduced 6,347 1,390 0.05% 0.05% 791 -81 -1.26% Q4 2025 Jan 27, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 6,603 1,388 0.03% 0.03% 792 +368 5.9% Q4 2025 Feb 10, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 6,579 1,383 0.04% 0.04% 793 +312 4.98% Q4 2025 Jan 30, 2026
High Probability Advisors, LLC History No change 6,564 1,380 0.18% 0.18% 794 0 0.0% Q4 2025 Jan 29, 2026
WEALTH ALLIANCE, LLC History Reduced 6,542 1,376 0.13% 0.15% 795 -728 -10.01% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 6,511 1,369 0.02% 0.02% 796 +1,704 35.45% Q4 2025 Jan 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 6,501 1,367 0.09% 0.1% 797 -96 -1.46% Q4 2025 Feb 03, 2026
VeraBank, N.A. History No change 6,485 1,364 0.25% 0.25% 798 0 0.0% Q4 2025 Feb 11, 2026
Canvas Wealth Advisors, LLC History Added to 6,480 1,363 0.23% 0.21% 799 +775 13.58% Q4 2025 Jan 12, 2026
Advisors Capital Management, LLC History Added to 6,474 1,361 0.02% 0.01% 800 +879 15.71% Q4 2025 Jan 29, 2026
Verum Partners LLC History Reduced 6,469 1,360 0.27% 0.29% 802 -246 -3.66% Q4 2025 Jan 14, 2026
BAILARD, INC. History No change 6,468 1,360 0.03% 0.03% 801 0 0.0% Q4 2025 Feb 04, 2026
Whitegate Investment Counselors, Inc. History Reduced 6,380 1,341 0.42% 0.43% 803 -99 -1.53% Q4 2025 Feb 10, 2026
Cascade Wealth Advisors, Inc History No change 6,117 1,341 0.62% 0.62% 804 0 0.0% Q4 2025 Feb 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 6,365 1,338 0.06% 0.12% 805 -1,915 -23.13% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Added to 6,355 1,336 0.02% 0.02% 806 +286 4.71% Q4 2025 Jan 13, 2026
HOURGLASS CAPITAL, LLC History Added to 6,339 1,333 0.29% 0.05% 807 +5,270 492.98% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Added to 6,324 1,330 0.03% 0.04% 808 +38 0.6% Q4 2025 Feb 05, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 6,322 1,329 0.54% 0.55% 809 -51 -0.8% Q4 2025 Jan 22, 2026
United Advisor Group, LLC History New 6,307 1,326 0.17% — 811 +6,307 New Q4 2025 Jan 26, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 6,305 1,326 0.12% 0.12% 810 +33 0.53% Q4 2025 Jan 16, 2026
Main Street Financial Solutions, LLC History Reduced 6,265 1,317 0.1% 0.08% 812 -14 -0.22% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 6,252 1,315 0.03% 0.03% 813 +490 8.5% Q4 2025 Feb 09, 2026
Amplius Wealth Advisors, LLC History Added to 6,250 1,314 0.11% 0.11% 814 +263 4.39% Q4 2025 Jan 12, 2026
CreativeOne Wealth, LLC History Added to 6,208 1,305 0.03% 0.03% 816 +1,075 20.94% Q4 2025 Feb 13, 2026
Certified Advisory Corp History Reduced 6,207 1,305 0.12% 0.12% 815 -101 -1.6% Q4 2025 Jan 12, 2026
Elequin Capital, LP History Added to 6,204 1,304 0.1% 0.04% 817 +2,399 63.05% Q4 2025 Feb 17, 2026
LRI Investments, LLC History Added to 6,167 1,297 0.1% 0.06% 820 +2,741 80.01% Q4 2025 Feb 04, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 5,961 1,297 0.09% 0.11% 818 -1,216 -16.94% Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Added to 6,170 1,297 0.19% 0.2% 819 +225 3.78% Q4 2025 Jan 22, 2026
Texas Bank & Trust Co History No change 6,168 1,297 0.47% 0.47% 821 0 0.0% Q4 2025 Feb 06, 2026
Crusonia Wealth Advisors LLC History New 6,162 1,296 0.28% — 822 +6,162 New Q4 2025 Feb 18, 2026
Belpointe Asset Management LLC History Added to 6,145 1,292 0.05% 0.04% 823 +940 18.06% Q4 2025 Jan 27, 2026
Connecticut Wealth Management, LLC History Added to 6,121 1,287 0.06% 0.06% 824 +7 0.11% Q4 2025 Feb 12, 2026
MILLER HOWARD INVESTMENTS INC /NY History New 6,101 1,283 0.04% — 825 +6,101 New Q4 2025 Jan 27, 2026
Curi Capital, LLC History Added to 6,095 1,282 0.02% 0.02% 826 +2,032 50.01% Q4 2025 Feb 17, 2026
Seneca Financial Advisors LLC History Reduced 6,057 1,273 0.39% 0.44% 827 -582 -8.77% Q4 2025 Jan 26, 2026
Investment Advisory Group, LLC History Added to 6,049 1,272 0.33% 0.31% 828 +530 9.6% Q4 2025 Jan 23, 2026
Coastline Trust Co History Reduced 6,039 1,270 0.12% 0.14% 829 -399 -6.2% Q4 2025 Jan 05, 2026
Warwick Investment Management, Inc. History Reduced 6,036 1,269 0.2% 0.23% 830 -438 -6.77% Q4 2025 Jan 15, 2026
TFO Wealth Partners, LLC History Added to 6,028 1,267 0.19% 0.2% 831 +30 0.5% Q4 2025 Feb 05, 2026
Tranquility Partners, LLC History Reduced 6,014 1,265 0.46% 0.42% 832 -84 -1.38% Q4 2025 Feb 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 6,005 1,263 0.03% 0.02% 833 +920 18.09% Q4 2025 Jan 27, 2026
Trust Co of the South History No change 6,000 1,262 0.2% 0.2% 834 0 0.0% Q4 2025 Jan 05, 2026
SkyView Investment Advisors, LLC History No change 5,975 1,257 0.16% 0.15% 835 0 0.0% Q4 2025 Feb 18, 2026
Columbia Bank History Added to 5,954 1,252 0.35% 0.27% 837 +1,160 24.2% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 5,957 1,252 0.06% 0.06% 836 +22 0.37% Q4 2025 Feb 03, 2026
Thrive Wealth Management, LLC History Reduced 5,951 1,251 0.18% 0.18% 838 -8 -0.13% Q4 2025 Jan 12, 2026
Meridian Wealth Management, LLC History Added to 5,940 1,249 0.04% 0.04% 839 +742 14.27% Q4 2025 Feb 04, 2026
Russell Investments Group, Ltd. History Added to 5,885 1,237 0.0% 0.0% 840 +3,820 184.99% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Added to 5,878 1,236 0.14% 0.11% 842 +1,140 24.06% Q4 2025 Feb 03, 2026
Mascoma Wealth Management LLC History No change 5,880 1,236 0.27% 0.26% 841 0 0.0% Q4 2025 Feb 04, 2026
Capital Advantage, Inc. History Added to 5,850 1,230 0.17% 0.18% 843 +51 0.88% Q4 2025 Jan 07, 2026
Fairvoy Private Wealth, LLC History No change 5,844 1,229 0.28% 0.27% 844 0 0.0% Q4 2025 Jan 14, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 5,821 1,224 0.42% 0.4% 845 +1 0.02% Q4 2025 Jan 22, 2026
Choate Investment Advisors History Reduced 5,786 1,217 0.02% 0.02% 846 -140 -2.36% Q4 2025 Feb 09, 2026
Fort Point Capital Partners LLC History Reduced 5,547 1,216 0.14% 0.14% 847 -306 -5.23% Q4 2025 Feb 13, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 5,779 1,215 0.09% 0.08% 848 -369 -6.0% Q4 2025 Jan 14, 2026
Brown Miller Wealth Management, LLC History New 5,769 1,213 0.34% — 849 +5,769 New Q4 2025 Jan 23, 2026
Proficio Capital Partners LLC History New 5,761 1,211 0.09% — 851 +5,761 New Q4 2025 Feb 12, 2026
Thomasville National Bank History Reduced 5,761 1,211 0.08% 0.08% 850 -336 -5.51% Q4 2025 Jan 26, 2026
Jacobi Capital Management LLC History Added to 5,723 1,203 0.07% 0.07% 852 +1 0.02% Q4 2025 Feb 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 5,699 1,198 0.14% 0.15% 854 -529 -8.49% Q4 2025 Feb 13, 2026
MIDDLETON & CO INC/MA History No change 5,696 1,198 0.13% 0.13% 853 0 0.0% Q4 2025 Jan 29, 2026
Sendero Wealth Management, LLC History No change 5,693 1,197 0.13% 0.14% 855 0 0.0% Q4 2025 Jan 13, 2026
Stonebridge Financial Group, LLC / MO History New 5,678 1,194 1.03% — 856 +5,678 New Q4 2025 Feb 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 5,674 1,193 0.02% 0.02% 857 +115 2.07% Q4 2025 Feb 10, 2026
Fragasso Financial Advisors Inc History No change 5,645 1,187 0.07% 0.07% 858 0 0.0% Q4 2025 Jan 07, 2026
Live Oak Private Wealth LLC History Reduced 5,631 1,184 0.16% 0.16% 859 -31 -0.55% Q4 2025 Jan 23, 2026
MONECO ADVISORS, LLC History Added to 5,544 1,166 0.09% 0.09% 860 +140 2.59% Q4 2025 Feb 04, 2026
Alteri Wealth LLC History Added to 5,539 1,165 0.38% 0.38% 861 +116 2.14% Q4 2025 Feb 11, 2026
WESBANCO BANK INC History Reduced 5,538 1,164 0.03% 0.03% 862 -541 -8.9% Q4 2025 Feb 03, 2026
PFG Investments, LLC History Reduced 5,538 1,164 0.05% 0.06% 863 -6 -0.11% Q4 2025 Jan 26, 2026
Parisi Gray Wealth Management History Reduced 5,506 1,158 0.26% 0.29% 864 -26 -0.47% Q4 2025 Jan 07, 2026
Invesco Ltd. History New 5,505 1,157 0.0% — 865 +5,505 New Q4 2025 Feb 19, 2026
TCI Wealth Advisors, Inc. History Reduced 5,498 1,156 0.06% 0.09% 866 -1,781 -24.47% Q4 2025 Feb 02, 2026
Cornerstone Wealth Management, LLC History Added to 5,486 1,153 0.06% 0.06% 867 +2 0.04% Q4 2025 Feb 05, 2026
BCI SECURITIES, INC. History New 5,471 1,150 9.93% — 868 +5,471 New Q4 2025 Feb 17, 2026
F/m Investments LLC History Added to 5,459 1,148 0.04% 0.04% 869 +116 2.17% Q4 2025 Feb 03, 2026
Roehl & Yi Investment Advisors, LLC History New 5,457 1,147 0.46% — 870 +5,457 New Q4 2025 Feb 17, 2026
ADIRONDACK TRUST CO History Added to 5,437 1,143 0.38% 0.33% 871 +550 11.25% Q4 2025 Jan 08, 2026
BLUELINE ADVISORS LLC History New 5,402 1,136 0.93% — 872 +5,402 New Q4 2025 Feb 10, 2026
Vawter Financial, Ltd. History Added to 5,399 1,135 0.48% 0.5% 873 +1 0.02% Q4 2025 Feb 02, 2026
STALEY CAPITAL ADVISERS INC History No change 5,358 1,126 0.05% 0.04% 874 0 0.0% Q4 2025 Feb 05, 2026
Core Wealth Advisors, Inc. History Reduced 5,339 1,122 0.29% 0.29% 875 -44 -0.82% Q4 2025 Feb 17, 2026
Stonebridge Financial Planning Group, LLC History Added to 5,321 1,119 0.4% 0.41% 876 +4 0.08% Q4 2025 Feb 05, 2026
VANCE WEALTH, LLC History Reduced 5,317 1,118 0.33% 0.35% 878 -280 -5.0% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Reduced 5,316 1,118 0.04% 0.05% 877 -116 -2.14% Q4 2025 Jan 14, 2026
CRA Financial Services, LLC History Added to 5,300 1,114 0.15% 0.14% 879 +138 2.67% Q4 2025 Jan 16, 2026
Fortitude Family Office, LLC History No change 5,300 1,114 0.26% 0.29% 880 0 0.0% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 5,293 1,113 0.03% 0.03% 881 -250 -4.51% Q4 2025 Feb 03, 2026
Clark Capital Management Group, Inc. History Reduced 5,288 1,112 0.01% 0.01% 882 -168 -3.08% Q4 2025 Feb 17, 2026
YANKCOM Partnership History Added to 5,258 1,106 0.47% 0.48% 883 +9 0.17% Q4 2025 Jan 20, 2026
CENTRAL TRUST Co History Added to 5,247 1,103 0.02% 0.02% 884 +28 0.54% Q4 2025 Feb 02, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 5,229 1,099 0.07% 0.07% 885 0 0.0% Q4 2025 Jan 23, 2026
Investmark Advisory Group LLC History Added to 5,219 1,097 0.47% 0.46% 886 +61 1.18% Q4 2025 Jan 28, 2026
JP Wealth Management, Inc. History No change 5,216 1,097 0.78% 0.71% 887 0 0.0% Q4 2025 Jan 15, 2026
Bedel Financial Consulting, Inc. History Added to 5,196 1,092 0.12% 0.12% 889 +447 9.41% Q4 2025 Jan 28, 2026
CITY HOLDING CO History Reduced 5,195 1,092 0.13% 0.14% 888 -329 -5.96% Q4 2025 Jan 22, 2026
HUB Investment Partners, LLC History Added to 5,189 1,091 0.03% 0.04% 890 +10 0.19% Q4 2025 Feb 17, 2026
Sharkey, Howes & Javer History Added to 5,183 1,090 0.14% 0.14% 892 +9 0.17% Q4 2025 Jan 13, 2026
ANDERSON HOAGLAND & CO History No change 5,183 1,090 0.09% 0.09% 891 0 0.0% Q4 2025 Jan 05, 2026
Legacy Trust History Added to 5,173 1,088 0.2% 0.19% 895 +478 10.18% Q4 2025 Jan 22, 2026
FIRST FOUNDATION ADVISORS History Reduced 5,177 1,088 0.04% 0.04% 894 -300 -5.48% Q4 2025 Feb 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 5,177 1,088 0.01% 0.01% 893 +183 3.66% Q4 2025 Feb 09, 2026
Ellevest, Inc. History No change 5,169 1,087 0.15% 0.15% 896 0 0.0% Q4 2025 Feb 10, 2026
BlueChip Wealth Advisors LLC History Reduced 5,148 1,082 0.45% 0.45% 898 -57 -1.1% Q4 2025 Feb 05, 2026
BSW Wealth Partners History No change 5,148 1,082 0.13% 0.13% 897 0 0.0% Q4 2025 Jan 23, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 5,140 1,081 0.02% 0.03% 899 -1,940 -27.4% Q4 2025 Feb 02, 2026
Bonfire Financial History Added to 5,136 1,080 0.81% 0.8% 900 +25 0.49% Q4 2025 Jan 27, 2026
Rodgers & Associates, LTD History Added to 5,064 1,065 0.11% 0.08% 901 +1,016 25.1% Q4 2025 Jan 22, 2026
S&CO INC History No change 5,050 1,062 0.07% 0.06% 902 0 0.0% Q4 2025 Feb 05, 2026
FIDUCIENT ADVISORS LLC History Reduced 5,043 1,060 0.13% 0.17% 903 -2,086 -29.26% Q4 2025 Feb 10, 2026
UPTICK PARTNERS, LLC History Reduced 5,042 1,060 0.23% 0.27% 904 -58 -1.14% Q4 2025 Feb 02, 2026
Tassel Capital Management, Inc. History Added to 5,036 1,059 0.64% 0.65% 905 +24 0.48% Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Added to 4,832 1,058 0.07% 0.07% 906 +152 3.25% Q4 2025 Jan 23, 2026
Beaumont Financial Advisors, LLC History Added to 4,971 1,045 0.07% 0.07% 907 +7 0.14% Q4 2025 Jan 16, 2026
Hoese & Co LLP History No change 4,963 1,043 0.74% 0.77% 908 0 0.0% Q4 2025 Jan 14, 2026
Sigma Planning Corp History Added to 4,903 1,031 0.03% 0.02% 909 +891 22.21% Q4 2025 Jan 30, 2026
Symmetry Partners, LLC History Reduced 4,903 1,031 0.06% 0.11% 910 -51 -1.03% Q4 2025 Jan 27, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 4,866 1,023 0.7% 0.72% 911 +4 0.08% Q4 2025 Jan 27, 2026
New Republic Capital, LLC History Added to 4,861 1,022 0.27% 0.14% 912 +2,572 112.36% Q4 2025 Feb 10, 2026
Nvest Financial, LLC History Added to 4,840 1,018 0.42% 0.19% 913 +3,258 205.94% Q4 2025 Feb 10, 2026
Wise Wealth Partners History Added to 4,819 1,013 1.45% 1.43% 914 +210 4.56% Q4 2025 Jan 29, 2026
TSFG, LLC History Reduced 4,799 1,009 0.15% 0.17% 915 -610 -11.28% Q4 2025 Feb 04, 2026
J. Safra Sarasin Holding AG History No change 4,764 1,009 0.02% 0.02% 916 0 0.0% Q4 2025 Jan 15, 2026
Plante Moran Financial Advisors, LLC History Added to 4,796 1,008 0.06% 0.06% 917 +128 2.74% Q4 2025 Feb 05, 2026
Walkner Condon Financial Advisors LLC History Added to 4,769 1,003 0.14% 0.15% 918 +215 4.72% Q4 2025 Jan 21, 2026
Annex Advisory Services, LLC History Added to 4,760 1,001 0.02% 0.02% 919 +162 3.52% Q4 2025 Jan 26, 2026
Patten Group, Inc. History Reduced 4,754 999 0.18% 0.19% 920 -106 -2.18% Q4 2025 Jan 23, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 4,727 994 0.27% 0.46% 921 -5,740 -54.84% Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History Added to 4,724 993 0.04% 0.04% 922 +25 0.53% Q4 2025 Jan 30, 2026
Aegis Wealth Management LLC History Reduced 4,699 988 0.56% 0.81% 923 -2,772 -37.1% Q4 2025 Jan 14, 2026
HAZLETT, BURT & WATSON, INC. History Added to 4,684 985 0.31% 0.18% 924 +2,235 91.26% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 4,675 983 0.05% 0.05% 925 +1,000 27.21% Q4 2025 Feb 10, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 4,666 981 0.46% 0.48% 926 -20 -0.43% Q4 2025 Jan 29, 2026
Woodside Wealth Management LLC History No change 4,665 981 0.73% 0.75% 927 0 0.0% Q4 2025 Jan 30, 2026
Robertson Stephens Wealth Management, LLC History Added to 4,636 975 0.03% 0.02% 928 +627 15.64% Q4 2025 Feb 02, 2026
MBL Wealth, LLC History Added to 4,634 974 0.08% 0.03% 929 +2,800 152.67% Q4 2025 Jan 21, 2026
ES4, LLC History New 4,622 972 0.67% — 930 +4,622 New Q4 2025 Feb 13, 2026
First Bank & Trust History Added to 4,609 969 0.16% 0.16% 931 +25 0.55% Q4 2025 Jan 12, 2026
Daybright Advisory Services, Inc. History New 4,604 968 0.26% — 932 +4,604 New Q4 2025 Feb 12, 2026
Robinson Value Management, Ltd. History Added to 4,587 964 0.52% 0.49% 933 +394 9.4% Q4 2025 Jan 12, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 4,556 958 0.08% 0.1% 934 -1,207 -20.94% Q4 2025 Feb 17, 2026
MOR Wealth Management, LLC History New 4,550 957 0.44% — 935 +4,550 New Q4 2025 Jan 15, 2026
Accurate Wealth Management, LLC History No change 4,387 954 0.12% 0.12% 936 0 0.0% Q4 2025 Jan 14, 2026
Guidance Point Advisors, LLC History Reduced 4,527 953 0.22% 0.22% 937 -2 -0.04% Q4 2025 Feb 11, 2026
Aspen Grove Capital, LLC History Added to 4,516 949 0.16% 0.14% 938 +458 11.29% Q4 2025 Feb 17, 2026
Elmwood Wealth Management, Inc. History New 4,507 948 0.3% — 939 +4,507 New Q4 2025 Jan 08, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,508 948 0.02% 0.03% 940 -1,145 -20.25% Q4 2025 Feb 13, 2026
Occidental Asset Management, LLC History Added to 4,504 947 0.11% 0.1% 941 +465 11.51% Q4 2025 Jan 08, 2026
BlueCrest Capital Management Ltd History New 4,500 946 0.03% — 942 +4,500 New Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 4,462 938 0.0% 0.02% 943 -23,648 -84.13% Q4 2025 Feb 12, 2026
Opal Wealth Advisors, LLC History New 4,417 929 0.24% — 945 +4,417 New Q4 2025 Jan 26, 2026
Regent Peak Wealth Advisors LLC History No change 4,421 929 0.18% 0.18% 944 0 0.0% Q4 2025 Jan 08, 2026
Lakewood Asset Management LLC History Reduced 4,408 927 0.54% 0.58% 946 -280 -5.97% Q4 2025 Jan 26, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 4,403 926 0.09% 0.09% 947 -40 -0.9% Q4 2025 Jan 20, 2026
GOLDEN ROAD ADVISORS LLC History Added to 4,397 924 0.53% 0.49% 949 +229 5.49% Q4 2025 Feb 02, 2026
REGIMEN WEALTH, LLC History No change 4,393 924 0.27% 0.27% 948 0 0.0% Q4 2025 Feb 09, 2026
WASHINGTON TRUST BANK History Added to 4,392 923 0.06% 0.03% 950 +2,188 99.27% Q4 2025 Feb 04, 2026
Smead Capital Management, Inc. History Reduced 4,392 923 0.02% 0.02% 951 -1,114 -20.23% Q4 2025 Feb 09, 2026
PKS Advisory Services, LLC History Reduced 4,388 922 0.21% 0.19% 952 -61 -1.37% Q4 2025 Feb 02, 2026
Mezzasalma Advisors, LLC History No change 4,333 919 0.22% 0.23% 953 0 0.0% Q4 2025 Jan 21, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 4,351 915 0.49% 0.51% 954 +21 0.48% Q4 2025 Jan 29, 2026
Matthew Goff Investment Advisor, LLC History Reduced 4,336 912 0.16% 0.15% 955 -51 -1.16% Q4 2025 Jan 14, 2026
Veracity Capital LLC History Added to 4,339 912 0.27% 0.28% 956 +4 0.09% Q4 2025 Jan 29, 2026
Embree Financial Group History Reduced 4,331 910 0.11% 0.13% 957 -517 -10.66% Q4 2025 Jan 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 4,319 908 0.02% 0.02% 958 0 0.0% Q4 2025 Jan 07, 2026
RiverFront Investment Group, LLC History Reduced 4,315 907 0.01% 0.02% 959 -30 -0.69% Q4 2025 Feb 05, 2026
Magnolia Private Wealth, LLC History No change 4,302 904 0.63% 0.64% 960 0 0.0% Q4 2025 Feb 06, 2026
Legacy Capital Wealth Partners, LLC History Reduced 4,288 901 0.19% 0.24% 961 -1,244 -22.49% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 4,269 898 0.04% 0.04% 962 -99 -2.27% Q4 2025 Jan 21, 2026
Zhang Financial LLC History Added to 4,243 892 0.03% 0.03% 963 +164 4.02% Q4 2025 Feb 10, 2026
1834 INVESTMENT ADVISORS CO History Reduced 4,240 891 0.11% 0.11% 964 -307 -6.75% Q4 2025 Jan 29, 2026
Barnett & Company, Inc. History Reduced 4,236 891 0.72% 0.67% 965 -5 -0.12% Q4 2025 Feb 12, 2026
INVENIO WEALTH PARTNERS LLC History No change 4,240 891 0.33% 0.31% 966 0 0.0% Q4 2025 Feb 13, 2026
LongView Wealth Management History Added to 4,085 889 0.21% 0.23% 967 +1 0.02% Q4 2025 Jan 13, 2026
Paragon Capital Management Ltd History Added to 4,204 884 0.18% 0.16% 968 +6 0.14% Q4 2025 Jan 22, 2026
Wedmont Private Capital History Added to 4,124 884 0.03% 0.03% 969 +2 0.05% Q4 2025 Jan 08, 2026
Sovran Advisors, LLC History No change 4,033 884 0.08% 0.07% 970 0 0.0% Q4 2025 Jan 20, 2026
Snider Financial Group History Reduced 4,171 877 0.23% 0.31% 972 -1,390 -25.0% Q4 2025 Jan 21, 2026
Lutz Financial Services LLC History Reduced 4,171 877 0.06% 0.06% 971 -29 -0.69% Q4 2025 Feb 06, 2026
Partners in Financial Planning History Added to 4,160 874 0.15% 0.15% 973 +7 0.17% Q4 2025 Feb 02, 2026
Renasant Bank History Reduced 4,145 871 0.59% 0.59% 974 -444 -9.68% Q4 2025 Jan 30, 2026
Evergreen Advisors, LLC History New 4,128 868 0.21% — 975 +4,128 New Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Reduced 4,108 864 0.05% 0.05% 976 -125 -2.95% Q4 2025 Jan 20, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 4,087 859 0.05% 0.06% 977 0 0.0% Q4 2025 Jan 21, 2026
EIGHT 31 FINANCIAL, LLC History Added to 4,077 857 0.47% 0.47% 979 +13 0.32% Q4 2025 Feb 12, 2026
American Investment Services, Inc. History No change 4,076 857 0.2% 0.2% 978 0 0.0% Q4 2025 Feb 13, 2026
Resonant Capital Advisors, LLC History Reduced 4,064 854 0.05% 0.05% 980 -499 -10.94% Q4 2025 Jan 29, 2026
Crestwood Advisors Group, LLC History No change 4,052 852 0.01% 0.01% 981 0 0.0% Q4 2025 Feb 03, 2026
Kelman-Lazarov, Inc. History Added to 4,050 851 0.12% 0.12% 982 +1 0.02% Q4 2025 Jan 26, 2026
GC Wealth Management RIA, LLC History Reduced 4,036 848 0.03% 0.03% 983 -100 -2.42% Q4 2025 Jan 30, 2026
Rice Partnership, LLC History Added to 4,028 847 0.11% 0.1% 984 +698 20.96% Q4 2025 Feb 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 4,017 844 0.18% 0.2% 985 +315 8.51% Q4 2025 Feb 13, 2026
Balboa Wealth Partners History Reduced 4,013 844 0.14% 0.14% 986 -22 -0.55% Q4 2025 Jan 16, 2026
Alpha Financial Advisors, LLC History No change 4,003 842 0.26% 0.29% 987 0 0.0% Q4 2025 Jan 20, 2026
BANTAMAC CAPITAL, LLC History No change 4,000 841 0.41% 0.42% 988 0 0.0% Q4 2025 Feb 10, 2026
MRWM Advisors, LLC History No change 3,979 836 0.45% 0.46% 989 0 0.0% Q4 2025 Jan 26, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 3,967 834 0.44% — 991 +3,967 New Q4 2025 Feb 12, 2026
Brown Financial Advisory History Reduced 3,970 834 0.42% 0.54% 990 -1,112 -21.88% Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History No change 3,958 832 0.09% 0.09% 992 0 0.0% Q4 2025 Jan 16, 2026
CVA Family Office, LLC History No change 3,948 830 0.1% 0.1% 993 0 0.0% Q4 2025 Jan 12, 2026
ABLE Financial Group, LLC History Reduced 3,944 829 0.17% 0.18% 994 -122 -3.0% Q4 2025 Jan 23, 2026
Curran Financial Partners, LLC History Added to 3,928 826 0.16% 0.16% 995 +28 0.72% Q4 2025 Jan 22, 2026
Excelsior Advisor Network LLC History New 3,906 821 0.4% — 996 +3,906 New Q4 2025 Feb 13, 2026
TMB Capital Partners, LLC History New 3,895 819 0.28% — 997 +3,895 New Q4 2025 Feb 19, 2026
FIRST UNITED BANK & TRUST History No change 3,867 813 0.26% 0.26% 998 0 0.0% Q4 2025 Jan 21, 2026
Continuum Advisory, LLC History Reduced 3,857 811 0.08% 0.09% 999 -101 -2.55% Q4 2025 Feb 11, 2026
Bison Wealth, LLC History New 3,830 809 0.09% — 1001 +3,830 New Q4 2025 Mar 24, 2026
Cadence Bank History Reduced 3,848 809 0.05% 0.05% 1000 -523 -11.97% Q4 2025 Jan 30, 2026
William Howard & Co Financial Advisors Inc History Added to 3,851 809 0.68% 0.66% 1002 +19 0.5% Q4 2025 Jan 21, 2026
SeaCrest Wealth Management, LLC History Added to 3,771 808 0.08% 0.08% 1003 +3 0.08% Q4 2025 Jan 12, 2026
Odyssey Capital Advisors, Inc. History New 3,839 807 0.72% — 1004 +3,839 New Q4 2025 Feb 05, 2026
Trust Point Inc. History No change 3,835 806 0.06% 0.06% 1005 0 0.0% Q4 2025 Jan 13, 2026
LOWERY THOMAS, LLC History Added to 3,824 804 0.45% 0.45% 1006 +18 0.47% Q4 2025 Jan 26, 2026
Capital Group Private Client Services, Inc. History Reduced 3,814 802 0.01% 0.02% 1007 -966 -20.21% Q4 2025 Feb 11, 2026
Michels Family Financial, LLC History Added to 3,815 802 0.59% 0.6% 1008 +2 0.05% Q4 2025 Feb 19, 2026
MARS JEWETT FINANCIAL GROUP, INC. History New 3,565 801 0.24% — 1009 +3,565 New Q4 2025 Feb 17, 2026
Roxbury Financial LLC History Reduced 3,804 800 0.72% 0.72% 1011 -42 -1.09% Q4 2025 Jan 05, 2026
Charter Oak Capital Management, LLC History No change 3,808 800 0.06% 0.06% 1010 0 0.0% Q4 2025 Jan 23, 2026
Advisor OS, LLC History Reduced 3,802 799 0.06% 3.17% 1012 -176,696 -97.89% Q4 2025 Feb 04, 2026
Sunpointe, LLC History No change 3,802 799 0.26% 0.28% 1013 0 0.0% Q4 2025 Jan 23, 2026
Emprise Bank History No change 3,801 799 0.33% 0.33% 1014 0 0.0% Q4 2025 Jan 28, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 3,790 797 0.18% 0.28% 1015 -2,007 -34.62% Q4 2025 Jan 06, 2026
First County Bank /CT/ History No change 3,777 794 0.42% 0.39% 1016 0 0.0% Q4 2025 Jan 14, 2026
Johnson Bixby & Associates, LLC History Reduced 3,771 793 0.1% 0.1% 1017 -110 -2.83% Q4 2025 Jan 14, 2026
Harbor Asset Planning, Inc. History Added to 3,769 792 0.68% 0.68% 1018 +15 0.4% Q4 2025 Jan 26, 2026
Mayflower Financial Advisors, LLC History Reduced 3,760 790 0.1% 0.1% 1019 -23 -0.61% Q4 2025 Jan 13, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 3,744 787 0.09% 0.09% 1020 -254 -6.35% Q4 2025 Jan 29, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 3,745 787 0.23% 0.23% 1021 -86 -2.24% Q4 2025 Jan 27, 2026
BKM Wealth Management, LLC History Added to 3,726 783 0.29% 0.27% 1022 +82 2.25% Q4 2025 Jan 29, 2026
MWA Asset Management History Reduced 3,722 782 0.44% 0.43% 1023 -128 -3.32% Q4 2025 Jan 29, 2026
Archford Capital Strategies, LLC History No change 3,665 770 0.09% 0.09% 1024 0 0.0% Q4 2025 Jan 15, 2026
Waterfront Wealth Inc. History Reduced 3,510 769 0.15% 0.15% 1025 -15 -0.43% Q4 2025 Jan 27, 2026
Rockbridge Investment Management, LCC History Added to 3,657 769 0.07% 0.07% 1026 +1 0.03% Q4 2025 Feb 04, 2026
CWA Asset Management Group, LLC History No change 3,655 768 0.03% 0.03% 1027 0 0.0% Q4 2025 Jan 07, 2026
Activest Wealth Management History Added to 3,642 766 0.14% 0.11% 1028 +966 36.1% Q4 2025 Jan 30, 2026
GM Advisory Group, LLC History Added to 3,611 759 0.03% 0.02% 1029 +1,510 71.87% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Added to 3,606 758 0.06% 0.04% 1031 +827 29.76% Q4 2025 Feb 18, 2026
WARNER FINANCIAL, INC History Added to 3,606 758 0.26% 0.27% 1032 +15 0.42% Q4 2025 Jan 21, 2026
HANOVER ADVISORS INC History No change 3,604 758 0.29% 0.28% 1030 0 0.0% Q4 2025 Feb 17, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 3,603 757 0.29% 0.41% 1033 -1,546 -30.03% Q4 2025 Jan 13, 2026
Elevation Wealth Management LLC History New 3,582 753 0.72% — 1034 +3,582 New Q4 2025 Feb 12, 2026
Moss Adams Wealth Advisors LLC History No change 3,567 750 0.05% 0.06% 1035 0 0.0% Q4 2025 Jan 26, 2026
Roble, Belko & Company, Inc History Reduced 3,559 749 0.1% 0.1% 1037 -146 -3.94% Q4 2025 Jan 12, 2026
Empire Financial Management Company, LLC History Reduced 3,562 749 0.16% 0.17% 1038 -40 -1.11% Q4 2025 Feb 12, 2026
CAPITAL CITY TRUST CO/FL History No change 3,563 749 0.17% 0.18% 1036 0 0.0% Q4 2025 Feb 03, 2026
Carnegie Investment Counsel History Added to 3,559 748 0.01% 0.01% 1039 +1,343 60.6% Q4 2025 Jan 23, 2026
Kesler, Norman & Wride, LLC History New 3,550 746 0.13% — 1040 +3,550 New Q4 2025 Feb 10, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 3,544 745 0.41% 0.75% 1041 -1,437 -28.85% Q4 2025 Feb 17, 2026
Financial Guidance Group, Inc. History No change 3,542 745 0.3% 0.32% 1042 0 0.0% Q4 2025 Jan 26, 2026
Pitcairn Wealth Advisors LLC History New 3,539 744 0.07% — 1046 +3,539 New Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History Added to 3,540 744 0.02% 0.02% 1043 +80 2.31% Q4 2025 Feb 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 3,540 744 0.26% 0.26% 1044 -27 -0.76% Q4 2025 Feb 09, 2026
Stanich Group LLC History Added to 3,542 744 0.56% 0.44% 1045 +1 0.03% Q4 2025 Jan 23, 2026
Independence Bank of Kentucky History Reduced 3,535 743 0.09% 0.09% 1047 -15 -0.42% Q4 2025 Jan 20, 2026
Mason Investment Advisory Services, Inc. History Added to 3,528 742 0.04% 0.04% 1049 +16 0.46% Q4 2025 Feb 12, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 3,528 742 0.12% 0.13% 1048 0 0.0% Q4 2025 Jan 15, 2026
NATURAL INVESTMENTS, LLC History New 3,507 737 0.18% — 1050 +3,507 New Q4 2025 Jan 23, 2026
Leo Wealth, LLC History Added to 3,474 730 0.05% 0.07% 1051 +706 25.51% Q4 2025 Jan 21, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 3,457 727 0.31% 0.36% 1052 -194 -5.31% Q4 2025 Feb 13, 2026
Manhattan West Asset Management, LLC History No change 3,455 726 0.15% 0.15% 1053 0 0.0% Q4 2025 Feb 02, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 3,445 724 0.04% 0.14% 1054 -7,784 -69.32% Q4 2025 Feb 04, 2026
Virtue Capital Management, LLC History Added to 3,414 724 0.11% 0.08% 1055 +836 32.43% Q4 2025 Feb 18, 2026
Auxano Advisors, LLC History No change 3,442 723 0.14% 0.15% 1056 0 0.0% Q4 2025 Feb 06, 2026
Stonebrook Private Inc. History No change 3,436 722 0.15% 0.15% 1057 0 0.0% Q4 2025 Feb 11, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Added to 3,413 717 0.08% 0.03% 1058 +2,143 168.74% Q4 2025 Jan 27, 2026
Jaffetilchin Investment Partners, LLC History Reduced 3,409 716 0.04% 0.04% 1059 -29 -0.84% Q4 2025 Jan 15, 2026
Cascade Financial Partners, LLC History No change 3,397 714 0.07% 0.08% 1060 0 0.0% Q4 2025 Feb 06, 2026
Westmount Partners, LLC History No change 3,388 712 0.18% 0.18% 1061 0 0.0% Q4 2025 Jan 15, 2026
Independent Advisor Alliance History No change 3,381 711 0.02% 0.02% 1062 0 0.0% Q4 2025 Feb 04, 2026
Miller Investment Management, LP History No change 3,368 708 0.07% 0.07% 1063 0 0.0% Q4 2025 Feb 11, 2026
BankPlus Trust Department History Reduced 3,363 707 0.18% 0.19% 1064 -114 -3.28% Q4 2025 Jan 27, 2026
Harvest Investment Services, LLC History No change 3,335 701 0.13% 0.14% 1065 0 0.0% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Added to 3,328 699 0.1% 0.1% 1067 +8 0.24% Q4 2025 Feb 13, 2026
Bell Bank History No change 3,324 699 0.03% 0.03% 1066 0 0.0% Q4 2025 Jan 14, 2026
AAF Wealth Management, LLC History Reduced 3,311 696 0.29% 0.31% 1068 -37 -1.11% Q4 2025 Feb 06, 2026
HORAN Wealth, LLC History Reduced 3,303 694 0.11% 0.11% 1069 -25 -0.75% Q4 2025 Feb 04, 2026
Financial Insights, Inc. History No change 3,291 692 0.23% 0.22% 1070 0 0.0% Q4 2025 Mar 31, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 3,286 691 0.03% 0.03% 1071 +14 0.43% Q4 2025 Feb 13, 2026
Joel Adams & Associates, Inc. History Added to 3,280 689 0.52% 0.5% 1072 +263 8.72% Q4 2025 Jan 27, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 3,275 688 0.4% 0.39% 1073 0 0.0% Q4 2025 Jan 16, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 3,266 687 0.0% 0.0% 1074 -2,858 -46.67% Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History Added to 3,257 685 0.0% 0.0% 1076 +621 23.56% Q4 2025 Feb 12, 2026
Fort Sheridan Advisors LLC History Added to 3,258 685 0.09% 0.09% 1075 +31 0.96% Q4 2025 Feb 10, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 3,256 684 0.1% 0.1% 1077 -8 -0.25% Q4 2025 Jan 23, 2026
WBH ADVISORY INC History No change 3,234 680 0.05% 0.05% 1078 0 0.0% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History Added to 3,230 679 0.05% 0.05% 1079 +110 3.53% Q4 2025 Jan 21, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,217 676 0.03% 0.03% 1080 0 0.0% Q4 2025 Feb 09, 2026
BIP Wealth, LLC History Added to 3,213 675 0.02% 0.03% 1081 +518 19.22% Q4 2025 Jan 21, 2026
TrueWealth Advisors, LLC History Added to 3,210 675 0.17% 0.18% 1082 +2 0.06% Q4 2025 Jan 07, 2026
Darwin Wealth Management, LLC History Added to 3,202 673 0.21% 0.19% 1083 +209 6.98% Q4 2025 Jan 22, 2026
Wealth Science Advisors LLC History New 3,197 672 0.39% — 1088 +3,197 New Q4 2025 Jan 28, 2026
Fortis Capital Advisors, LLC History Added to 3,198 672 0.1% 0.07% 1086 +999 45.43% Q4 2025 Jan 27, 2026
Integrated Advisors Network LLC History Added to 3,197 672 0.03% 0.02% 1085 +958 42.79% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 3,197 672 0.01% 0.01% 1084 -45 -1.39% Q4 2025 Feb 06, 2026
Tudor Financial Inc. History No change 3,199 672 0.34% 0.35% 1087 0 0.0% Q4 2025 Feb 13, 2026
Glassman Wealth Services History No change 3,157 664 0.09% 0.09% 1089 0 0.0% Q4 2025 Jan 28, 2026
Jacksonville Wealth Management, LLC History New 3,142 660 0.47% — 1091 +3,142 New Q4 2025 Feb 04, 2026
Perfromance Wealth Partners, LLC History No change 3,141 660 0.02% 0.02% 1090 0 0.0% Q4 2025 Jan 21, 2026
CHAPIN DAVIS, INC. History Added to 3,136 659 0.15% 0.16% 1092 +10 0.32% Q4 2025 Jan 30, 2026
Rialto Wealth Management, LLC History No change 3,136 659 0.16% 0.16% 1093 0 0.0% Q4 2025 Jan 12, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 3,116 655 0.11% — 1094 +3,116 New Q4 2025 Feb 18, 2026
DAVIS R M INC History Added to 3,111 654 0.01% 0.01% 1095 +358 13.0% Q4 2025 Feb 12, 2026
FIDELITY D & D BANCORP INC History No change 3,113 654 0.28% 0.35% 1096 0 0.0% Q4 2025 Feb 09, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 3,105 653 0.45% 0.45% 1097 0 0.0% Q4 2025 Feb 09, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 3,100 652 0.0% 0.0% 1099 -800 -20.51% Q4 2025 Feb 12, 2026
ROCKLAND TRUST CO History No change 3,104 652 0.03% 0.03% 1098 0 0.0% Q4 2025 Jan 15, 2026
Skyline Advisors, Inc. History Added to 3,094 650 0.22% 0.22% 1100 +14 0.45% Q4 2025 Jan 12, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 3,047 640 0.03% 0.01% 1101 +2,006 192.7% Q4 2025 Feb 13, 2026
Betterment LLC History Reduced 3,044 640 0.0% 0.0% 1102 -1,552 -33.77% Q4 2025 Feb 12, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 3,043 640 0.22% 0.24% 1103 0 0.0% Q4 2025 Feb 13, 2026
CITIZENS & NORTHERN CORP History Added to 3,029 637 0.16% 0.14% 1104 +210 7.45% Q4 2025 Jan 28, 2026
Vulcan Value Partners, LLC History New 2,748 636 0.65% — 1105 +2,748 New Q4 2025 Mar 17, 2026
TFB Advisors LLC History Added to 3,026 636 0.18% 0.18% 1106 +1 0.03% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Reduced 2,984 632 0.06% 0.07% 1107 -55 -1.81% Q4 2025 Feb 17, 2026
Warner Group LLC History New 3,004 631 0.39% — 1109 +3,004 New Q4 2025 Feb 06, 2026
Baron Wealth Management LLC History New 3,001 631 0.19% — 1108 +3,001 New Q4 2025 Jan 14, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 2,992 629 0.04% 0.01% 1110 +1,927 180.94% Q4 2025 Jan 21, 2026
Lunt Capital Management, Inc. History No change 2,994 629 0.24% 0.23% 1111 0 0.0% Q4 2025 Jan 23, 2026
DSG Capital Advisors, LLC History Reduced 2,854 625 0.1% 0.13% 1112 -1,052 -26.93% Q4 2025 Jan 27, 2026
FARMERS TRUST CO History No change 2,970 624 0.1% 0.1% 1113 0 0.0% Q4 2025 Jan 06, 2026
GGM Financials LLC History Added to 2,966 623 0.3% 0.3% 1116 +21 0.71% Q4 2025 Feb 04, 2026
Orgel Wealth Management, LLC History Reduced 2,964 623 0.01% 0.01% 1115 -10 -0.34% Q4 2025 Jan 07, 2026
Obermeyer Wealth Partners History No change 2,966 623 0.03% 0.03% 1114 0 0.0% Q4 2025 Jan 29, 2026
Ignite Planners, LLC History New 2,830 622 0.1% — 1117 +2,830 New Q4 2025 Feb 06, 2026
Signal Advisors Wealth, LLC History Added to 2,959 622 0.05% 0.05% 1118 +310 11.7% Q4 2025 Jan 13, 2026
Wescott Financial Advisory Group, LLC History Reduced 2,953 621 0.05% 0.06% 1119 -110 -3.59% Q4 2025 Feb 12, 2026
Essex Bank History Added to 2,950 620 0.13% 0.12% 1120 +324 12.34% Q4 2025 Feb 02, 2026
Axis Wealth Partners, LLC History Added to 2,949 620 0.34% 0.35% 1121 +11 0.37% Q4 2025 Jan 30, 2026
JSF Financial, LLC History Reduced 2,944 619 0.13% 0.14% 1122 -140 -4.54% Q4 2025 Feb 04, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,935 617 0.15% 0.15% 1123 0 0.0% Q4 2025 Jan 23, 2026
KINTRA WEALTH, LLC History New 2,913 612 0.09% — 1124 +2,913 New Q4 2025 Feb 18, 2026
Berkeley Capital Partners, LLC History Added to 2,906 611 0.14% 0.14% 1125 +4 0.14% Q4 2025 Feb 05, 2026
Oxler Private Wealth LLC History Added to 2,899 609 0.18% 0.17% 1126 +11 0.38% Q4 2025 Jan 23, 2026
MSH Capital Advisors LLC History Added to 2,886 607 0.13% 0.11% 1127 +932 47.7% Q4 2025 Feb 09, 2026
SPINNAKER TRUST History No change 2,879 605 0.03% 0.03% 1128 0 0.0% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History Reduced 2,876 604 0.03% 0.03% 1129 -94 -3.16% Q4 2025 Jan 16, 2026
Meridian Wealth Advisors, LLC History Reduced 2,858 601 0.08% 0.08% 1130 -20 -0.69% Q4 2025 Feb 17, 2026
NCM Capital Management, LLC History Reduced 2,848 599 0.22% 0.23% 1131 -17 -0.59% Q4 2025 Mar 02, 2026
Peak Wealth Management LLC History New 2,839 597 0.5% — 1134 +2,839 New Q4 2025 Feb 04, 2026
PFG Advisors History Reduced 2,840 597 0.03% 0.03% 1133 -470 -14.2% Q4 2025 Jan 27, 2026
WealthPLAN Partners, LLC History No change 2,842 597 0.09% 0.09% 1132 0 0.0% Q4 2025 Feb 12, 2026
Pandora Wealth, Inc. History No change 2,831 595 0.36% 0.35% 1135 0 0.0% Q4 2025 Feb 04, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 2,743 592 0.13% 0.13% 1136 +193 7.57% Q4 2025 Feb 04, 2026
Mirador Capital Partners LP History Added to 2,810 590 0.08% 0.08% 1137 +14 0.5% Q4 2025 Jan 14, 2026
Soltis Investment Advisors LLC History Added to 2,805 589 0.04% 0.03% 1138 +789 39.14% Q4 2025 Apr 02, 2026
Burton Enright Welch History No change 2,801 589 0.08% 0.09% 1139 0 0.0% Q4 2025 Feb 13, 2026
Stronghold Wealth Management L.L.C. History New 2,787 586 0.87% — 1140 +2,787 New Q4 2025 Feb 06, 2026
Parkshore Wealth Management, Inc. History Added to 2,782 585 0.22% 0.23% 1141 +13 0.47% Q4 2025 Feb 09, 2026
Retirement Planning Group, LLC History Added to 2,779 584 0.02% 0.02% 1142 +156 5.95% Q4 2025 Feb 03, 2026
PRINCIPAL SECURITIES, INC. History Reduced 2,770 582 0.01% 0.01% 1143 -468 -14.45% Q4 2025 Feb 12, 2026
PACES FERRY WEALTH ADVISORS, LLC History New 2,759 580 0.24% — 1144 +2,759 New Q4 2025 Feb 11, 2026
Wealthspire Retirement, LLC History Added to 2,749 578 0.04% 0.03% 1146 +63 2.35% Q4 2025 Feb 18, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 2,750 578 0.21% 0.2% 1145 0 0.0% Q4 2025 Feb 09, 2026
Alpine Bank Wealth Management History Reduced 2,745 577 0.08% 0.08% 1147 -78 -2.76% Q4 2025 Jan 15, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 2,742 576 0.06% 0.06% 1148 +1 0.04% Q4 2025 Feb 18, 2026
ST GERMAIN D J CO INC History Reduced 2,732 574 0.02% 0.02% 1149 -119 -4.17% Q4 2025 Jan 29, 2026
AIRE ADVISORS, LLC History Added to 2,727 573 0.1% 0.1% 1151 +1 0.04% Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History No change 2,727 573 0.04% 0.03% 1150 0 0.0% Q4 2025 Feb 06, 2026
Biltmore Family Office, LLC History Added to 2,711 570 0.08% 0.07% 1153 +138 5.36% Q4 2025 Feb 04, 2026
Genesis Wealth Advisors, LLC History No change 2,713 570 0.39% 0.39% 1152 0 0.0% Q4 2025 Feb 13, 2026
SmartHarvest Portfolios, LLC History New 2,708 569 0.2% — 1154 +2,708 New Q4 2025 Feb 12, 2026
BARCLAYS PLC History New 2,700 567 0.0% — 1155 +2,700 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 2,700 567 0.02% 0.02% 1156 +254 10.38% Q4 2025 Jan 13, 2026
Front Row Advisors LLC History No change 2,695 566 0.19% 0.18% 1157 0 0.0% Q4 2025 Feb 12, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,689 565 0.09% 0.1% 1158 0 0.0% Q4 2025 Jan 29, 2026
APS Management Group, Inc. History No change 2,677 563 0.48% 0.48% 1159 0 0.0% Q4 2025 Jan 28, 2026
Elyxium Wealth, LLC History No change 2,665 560 0.16% 0.19% 1160 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Wealth Group, LLC History Added to 2,661 559 0.04% 0.03% 1162 +356 15.44% Q4 2025 Jan 26, 2026
MOTCO History Reduced 2,662 559 0.05% 0.05% 1161 -12 -0.45% Q4 2025 Feb 06, 2026
BROGAN FINANCIAL, INC. History Added to 2,649 557 0.24% 0.23% 1163 +13 0.49% Q4 2025 Feb 12, 2026
Cedarwood Wealth LLC History New 2,531 554 0.62% — 1164 +2,531 New Q4 2025 Mar 05, 2026
Klingman & Associates, LLC History No change 2,633 553 0.03% 0.03% 1165 0 0.0% Q4 2025 Jan 29, 2026
Quadrant Private Wealth Management, LLC History Reduced 2,629 552 0.09% 0.11% 1166 -270 -9.31% Q4 2025 Jan 26, 2026
Chicago Wealth Management, Inc. History No change 2,621 551 0.22% 0.23% 1167 0 0.0% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History No change 2,621 551 0.09% 0.1% 1168 0 0.0% Q4 2025 Jan 07, 2026
TigerOak Management, L.L.C. History No change 2,617 550 0.17% 0.17% 1169 0 0.0% Q4 2025 Jan 21, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 2,612 549 0.19% 0.19% 1170 -48 -1.8% Q4 2025 Jan 21, 2026
Portland Global Advisors LLC History Added to 2,601 547 0.06% 0.04% 1171 +790 43.62% Q4 2025 Feb 10, 2026
YHB Investment Advisors, Inc. History Reduced 2,595 545 0.04% 0.04% 1172 -25 -0.95% Q4 2025 Jan 16, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 2,563 539 0.35% 0.43% 1173 -650 -20.23% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 2,560 538 0.02% 0.02% 1174 -76 -2.88% Q4 2025 Feb 13, 2026
Operose Advisors LLC History No change 2,562 538 0.13% 0.13% 1175 0 0.0% Q4 2025 Feb 10, 2026
DECISION INVESTMENTS, INC History New 2,556 537 0.59% — 1176 +2,556 New Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 2,539 534 0.01% 0.01% 1177 +1,461 135.53% Q4 2025 Feb 09, 2026
Members Trust Co History Added to 2,534 533 0.02% 0.02% 1178 +110 4.54% Q4 2025 Jan 15, 2026
Hamilton Point Investment Advisors, LLC History Reduced 2,527 531 0.08% 0.08% 1179 -60 -2.32% Q4 2025 Feb 12, 2026
Archer Investment Corp History No change 2,526 531 0.12% 0.12% 1180 0 0.0% Q4 2025 Jan 30, 2026
Sand Hill Global Advisors, LLC History No change 2,522 530 0.02% 0.02% 1181 0 0.0% Q4 2025 Feb 12, 2026
Cypress Capital, LLC History No change 2,520 530 0.15% 0.15% 1182 0 0.0% Q4 2025 Feb 06, 2026
Farmers & Merchants Trust Co of Long Beach History No change 2,517 529 0.12% 0.11% 1183 0 0.0% Q4 2025 Jan 29, 2026
Edgemoor Investment Advisors, Inc. History Reduced 2,506 527 0.04% 0.06% 1184 -1,445 -36.57% Q4 2025 Feb 10, 2026
Wealthcare Capital Partners, LLC History Added to 2,505 526 0.25% 0.23% 1185 +1 0.04% Q4 2025 Jan 14, 2026
Insight Advisors, LLC/ PA History Added to 2,499 525 0.08% 0.08% 1186 +9 0.36% Q4 2025 Feb 11, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 2,481 521 0.08% 0.05% 1187 +753 43.58% Q4 2025 Feb 09, 2026
WealthBridge Capital Management, LLC History Reduced 2,479 521 0.12% 0.12% 1188 -133 -5.09% Q4 2025 Jan 21, 2026
Stablepoint Partners, LLC History Added to 2,473 520 0.08% 0.07% 1189 +299 13.75% Q4 2025 Jan 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 2,470 519 0.05% 0.05% 1190 -42 -1.67% Q4 2025 Jan 27, 2026
Central Pacific Bank - Trust Division History No change 2,468 519 0.06% 0.06% 1191 0 0.0% Q4 2025 Jan 07, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 2,408 518 0.2% 0.21% 1192 -267 -9.98% Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History Added to 2,463 518 0.05% 0.04% 1193 +210 9.32% Q4 2025 Jan 12, 2026
Beacon Financial Strategies CORP History Added to 2,456 516 0.29% 0.29% 1194 +2 0.08% Q4 2025 Jan 12, 2026
Arlington Trust Co LLC History Reduced 2,450 515 0.05% 0.1% 1195 -240 -8.92% Q4 2025 Jan 30, 2026
Brooklyn Investment Group History New 2,418 512 0.02% — 1196 +2,418 New Q4 2025 Feb 12, 2026
Gallacher Capital Management LLC History No change 2,427 510 0.2% 0.2% 1197 0 0.0% Q4 2025 Feb 03, 2026
Atala Financial Inc History Added to 2,424 509 0.32% 0.3% 1198 +100 4.3% Q4 2025 Jan 23, 2026
Austin Asset Management Co Inc History No change 2,401 505 0.08% 0.09% 1199 0 0.0% Q4 2025 Feb 04, 2026
Moors & Cabot, Inc. History Added to 2,377 499 0.02% 0.02% 1200 +24 1.02% Q4 2025 Feb 10, 2026
One Day In July LLC History Added to 2,359 496 0.04% 0.04% 1203 +100 4.43% Q4 2025 Feb 04, 2026
McNamara Financial Services, Inc. History Added to 2,361 496 0.09% 0.09% 1202 +61 2.65% Q4 2025 Jan 21, 2026
Navigation Wealth Management, Inc. History Added to 2,359 496 0.74% 0.7% 1204 +14 0.6% Q4 2025 Jan 29, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,360 496 0.08% 0.08% 1201 0 0.0% Q4 2025 Feb 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 2,357 495 0.08% 0.08% 1205 +13 0.55% Q4 2025 Feb 11, 2026
Oder Investment Management, LLC History Added to 2,352 494 0.36% 0.32% 1206 +169 7.74% Q4 2025 Feb 12, 2026
First Citizens Asset Management, Inc. History Reduced 2,353 494 0.17% 0.17% 1207 -4 -0.17% Q4 2025 Feb 05, 2026
Palisade Asset Management, LLC History No change 2,336 491 0.05% 0.04% 1208 0 0.0% Q4 2025 Feb 13, 2026
Golden State Equity Partners History New 2,333 490 0.08% — 1209 +2,333 New Q4 2025 Jan 29, 2026
BCS Private Wealth Management, Inc. History Reduced 2,332 490 0.17% 0.17% 1210 -15 -0.64% Q4 2025 Jan 26, 2026
Ellis Investment Partners, LLC History Reduced 2,326 489 0.09% 0.09% 1211 -58 -2.43% Q4 2025 Feb 02, 2026
High Falls Advisors, Inc History Added to 2,321 488 0.1% 0.09% 1213 +95 4.27% Q4 2025 Feb 18, 2026
Compound Planning, Inc. History Reduced 2,323 488 0.01% 0.02% 1214 -49 -2.07% Q4 2025 Feb 19, 2026
HT Partners LLC History No change 2,322 488 0.15% 0.14% 1212 0 0.0% Q4 2025 Jan 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 2,318 487 0.03% 0.03% 1215 -10 -0.43% Q4 2025 Jan 13, 2026
Kovack Advisors, Inc. History New 2,309 485 0.02% — 1216 +2,309 New Q4 2025 Feb 17, 2026
Heritage Financial Services, LLC History No change 2,306 485 0.04% 0.04% 1217 0 0.0% Q4 2025 Feb 02, 2026
Aufman Associates Inc History No change 2,310 485 0.25% 0.26% 1218 0 0.0% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History No change 2,304 484 0.03% 0.03% 1219 0 0.0% Q4 2025 Feb 04, 2026
Alexis Investment Partners, LLC History Reduced 2,283 480 0.18% 0.04% 1220 -81 -3.43% Q4 2025 Jan 29, 2026
London & Capital Asset Management Ltd History New 2,279 479 0.0% — 1221 +2,279 New Q4 2025 Feb 17, 2026
Fusion Capital, LLC History Added to 2,280 479 0.13% 0.14% 1222 +6 0.26% Q4 2025 Feb 04, 2026
Clayton Financial Group LLC History Added to 2,271 477 0.24% 0.02% 1224 +2,138 1607.52% Q4 2025 Jan 21, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 2,268 477 0.04% 0.04% 1223 0 0.0% Q4 2025 Jan 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 2,262 475 0.06% 0.06% 1225 -16 -0.7% Q4 2025 Jan 07, 2026
Tortoise Investment Management, LLC History No change 2,251 473 0.04% 0.04% 1226 0 0.0% Q4 2025 Feb 06, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 2,238 470 0.08% 0.12% 1227 -993 -30.73% Q4 2025 Jan 16, 2026
PUREfi Wealth, LLC History Reduced 2,237 470 0.36% 0.4% 1229 -345 -13.36% Q4 2025 Jan 12, 2026
Towercrest Capital Management History No change 2,235 470 0.07% 0.07% 1228 0 0.0% Q4 2025 Jan 21, 2026
Platform Technology Partners History Added to 2,234 469 0.1% 0.11% 1230 +1 0.04% Q4 2025 Feb 13, 2026
Stanley-Laman Group, Ltd. History Reduced 2,223 467 0.06% 0.08% 1232 -373 -14.37% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,221 467 0.02% 0.02% 1231 0 0.0% Q4 2025 Feb 12, 2026
WRAPMANAGER INC History No change 2,218 466 0.16% 0.14% 1233 0 0.0% Q4 2025 Feb 06, 2026
Truepoint, Inc. History No change 2,215 466 0.01% 0.01% 1234 0 0.0% Q4 2025 Feb 11, 2026
Clear Creek Financial Management, LLC History Reduced 2,214 465 0.04% 0.04% 1235 -3 -0.14% Q4 2025 Jan 23, 2026
Clarity Financial LLC History No change 2,209 464 0.04% 0.04% 1236 0 0.0% Q4 2025 Jan 28, 2026
HEARTLAND ADVISORS INC History New 2,192 461 0.02% — 1237 +2,192 New Q4 2025 Feb 11, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 2,195 461 0.08% 0.08% 1238 +78 3.68% Q4 2025 Feb 10, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 2,188 460 0.01% 0.01% 1239 -11 -0.5% Q4 2025 Jan 12, 2026
Rockwood Wealth Management, LLC History Reduced 2,181 458 0.03% 0.04% 1240 -210 -8.78% Q4 2025 Jan 29, 2026
Impact Capital Partners LLC History Reduced 2,180 458 0.14% 0.13% 1241 -18 -0.82% Q4 2025 Jan 07, 2026
Warren Street Wealth Advisors, LLC History No change 2,174 457 0.13% 0.13% 1242 0 0.0% Q4 2025 Jan 29, 2026
Pasadena Private Wealth, LLC History No change 2,177 457 0.06% 0.06% 1243 0 0.0% Q4 2025 Feb 10, 2026
Hollow Brook Wealth Management LLC History No change 2,170 456 0.12% 0.1% 1244 0 0.0% Q4 2025 Feb 17, 2026
Centerpoint Advisors, LLC History No change 2,170 456 0.14% 0.14% 1245 0 0.0% Q4 2025 Feb 13, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 2,168 455 0.15% 0.11% 1246 +515 31.16% Q4 2025 Jan 27, 2026
Perkins Coie Trust Co History No change 2,162 454 0.08% 0.08% 1247 0 0.0% Q4 2025 Jan 12, 2026
Accretive Wealth Partners, LLC History No change 2,161 454 0.13% 0.13% 1248 0 0.0% Q4 2025 Jan 28, 2026
Meeder Advisory Services, Inc. History Added to 2,157 453 0.02% 0.02% 1250 +355 19.7% Q4 2025 Feb 11, 2026
WORLD EQUITY GROUP, INC. History Reduced 2,155 453 0.13% 0.1% 1249 -74 -3.32% Q4 2025 Jan 12, 2026
Triad Wealth Partners, LLC History Added to 2,149 452 0.04% 0.04% 1252 +504 30.64% Q4 2025 Jan 22, 2026
Galvin, Gaustad & Stein, LLC History Reduced 2,151 452 0.04% 0.04% 1251 -358 -14.27% Q4 2025 Jan 23, 2026
SC&H Financial Advisors, Inc. History Reduced 2,148 451 0.07% 0.09% 1254 -493 -18.67% Q4 2025 Jan 21, 2026
Gibson Capital, LLC History No change 2,146 451 0.08% 0.08% 1253 0 0.0% Q4 2025 Feb 05, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 2,009 449 0.44% — 1256 +2,009 New Q4 2025 Feb 17, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 2,137 449 0.37% 0.38% 1255 0 0.0% Q4 2025 Jan 08, 2026
POWER WEALTH MANAGEMENT LLC History No change 2,131 448 0.16% 0.16% 1257 0 0.0% Q4 2025 Feb 17, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 2,128 447 0.03% 0.04% 1258 0 0.0% Q4 2025 Jan 16, 2026
Planning Project LLC History New 2,125 446 0.11% — 1259 +2,125 New Q4 2025 Feb 12, 2026
Bravias Capital Group, LLC History Reduced 2,119 445 0.27% 0.3% 1260 -72 -3.29% Q4 2025 Jan 29, 2026
Harbor Group, Inc. History Added to 2,114 444 0.07% 0.04% 1261 +993 88.58% Q4 2025 Jan 12, 2026
WILLNER & HELLER, LLC History Added to 2,112 444 0.32% 0.33% 1262 +10 0.48% Q4 2025 Jan 12, 2026
NWF Advisory Services Inc. History Reduced 2,109 443 0.05% 0.05% 1265 -48 -2.23% Q4 2025 Mar 03, 2026
Advisory Alpha, LLC History Added to 2,107 443 0.01% 0.01% 1263 +3 0.14% Q4 2025 Feb 06, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 2,109 443 0.03% 0.03% 1264 +1 0.05% Q4 2025 Jan 08, 2026
Evolution Wealth Advisors, LLC History No change 2,098 441 0.04% 0.06% 1266 0 0.0% Q4 2025 Jan 12, 2026
Cypress Wealth Services, LLC History Added to 2,096 440 0.06% 0.05% 1267 +470 28.91% Q4 2025 Jan 14, 2026
Ballew Advisors, Inc History Reduced 2,019 439 0.25% 0.37% 1268 -1,287 -38.93% Q4 2025 Jan 14, 2026
Fiduciary Alliance LLC History Added to 2,091 439 0.03% 0.02% 1269 +291 16.17% Q4 2025 Jan 22, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 2,079 437 0.11% 0.12% 1270 -221 -9.61% Q4 2025 Feb 09, 2026
Lee-Kelleher Wealth Management History No change 2,081 437 0.26% 0.26% 1271 0 0.0% Q4 2025 Jan 14, 2026
Beacon Capital Management, LLC History Added to 2,061 433 0.07% 0.06% 1273 +144 7.51% Q4 2025 Feb 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 2,060 433 0.02% 0.02% 1272 0 0.0% Q4 2025 Jan 27, 2026
COFG Advisors, LLC History New 2,055 432 0.11% — 1276 +2,055 New Q4 2025 Feb 10, 2026
Canal Capital Management, LLC History Added to 2,059 432 0.06% 0.06% 1274 +9 0.44% Q4 2025 Jan 06, 2026
Red Door Wealth Management, LLC History No change 2,056 432 0.04% 0.04% 1275 0 0.0% Q4 2025 Jan 20, 2026
LVW Advisors, LLC History Added to 2,045 430 0.04% 0.03% 1277 +445 27.81% Q4 2025 Jan 14, 2026
Triangle Securities Wealth Management History Reduced 2,041 429 0.09% 0.09% 1278 -8 -0.39% Q4 2025 Jan 13, 2026
Charles Schwab Trust Co History Added to 2,036 428 0.03% 0.02% 1279 +597 41.49% Q4 2025 Jan 09, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 2,033 427 0.07% 0.07% 1280 -108 -5.04% Q4 2025 Jan 15, 2026
GREENWOOD GEARHART INC History Reduced 2,029 426 0.02% 0.04% 1281 -1,186 -36.89% Q4 2025 Feb 04, 2026
Providence Capital Advisors, LLC History Reduced 2,029 426 0.07% 0.09% 1282 -540 -21.02% Q4 2025 Feb 12, 2026
AssuredPartners Investment Advisors, LLC History Added to 2,028 426 0.06% 0.08% 1283 +170 9.15% Q4 2025 Feb 03, 2026
ASL Financial, LLC History New 2,021 425 0.33% — 1284 +2,021 New Q4 2025 Jan 20, 2026
FineMark National Bank & Trust History Added to 2,016 424 0.01% 0.01% 1285 +102 5.33% Q4 2025 Feb 12, 2026
CURTIS WEALTH MANAGEMENT LLC History New 1,926 422 0.37% — 1286 +1,926 New Q4 2025 Feb 11, 2026
Talisman Wealth Advisors LLC History Reduced 1,999 420 0.33% 0.42% 1287 -500 -20.01% Q4 2025 Feb 20, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 1,993 419 0.03% 0.03% 1288 +2 0.1% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History New 1,968 417 0.03% — 1289 +1,968 New Q4 2025 Jan 15, 2026
Legacy Wealth Management, Inc History Added to 1,984 417 0.02% 0.02% 1290 +480 31.91% Q4 2025 Jan 21, 2026
McIlrath & Eck, LLC History Added to 1,987 417 0.04% 0.04% 1291 +190 10.57% Q4 2025 Feb 03, 2026
Gray Private Wealth, LLC History No change 1,970 414 0.2% 0.2% 1292 0 0.0% Q4 2025 Feb 04, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 1,967 413 0.08% — 1293 +1,967 New Q4 2025 Feb 13, 2026
MAIRS & POWER INC History Reduced 1,962 412 0.0% 0.01% 1294 -11,924 -85.87% Q4 2025 Feb 17, 2026
LJI Wealth Management, LLC History New 1,962 412 0.06% — 1295 +1,962 New Q4 2025 Feb 03, 2026
Rothschild Wealth LLC History Added to 1,937 407 0.04% 0.08% 1296 +23 1.2% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History Added to 1,854 406 0.01% 0.01% 1297 +444 31.49% Q4 2025 Jan 29, 2026
Coordinated Financial Services, Inc. History Added to 1,933 406 0.23% 0.21% 1298 +347 21.88% Q4 2025 Feb 09, 2026
NORTH DALLAS BANK & TRUST CO History New 1,927 405 0.26% — 1301 +1,927 New Q4 2025 Feb 11, 2026
Institute for Wealth Management, LLC. History Reduced 1,930 405 0.04% 0.07% 1299 -1,167 -37.68% Q4 2025 Jan 27, 2026
MCF Advisors LLC History Added to 1,926 405 0.02% 0.02% 1300 +190 10.94% Q4 2025 Feb 11, 2026
Mascagni Wealth Management, Inc. History Reduced 1,930 405 0.3% 0.31% 1302 -25 -1.28% Q4 2025 Feb 11, 2026
Koshinski Asset Management, Inc. History Added to 1,925 404 0.03% 0.02% 1303 +673 53.75% Q4 2025 Feb 03, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 1,918 403 0.02% 0.01% 1304 +794 70.64% Q4 2025 Jan 20, 2026
Arbor Wealth Advisors LLC History No change 1,910 401 0.29% 0.29% 1305 0 0.0% Q4 2025 Jan 12, 2026
Horizon Investment Services, LLC History No change 1,902 400 0.14% 0.15% 1306 0 0.0% Q4 2025 Feb 13, 2026
Plum Street Advisors, LLC History New 1,899 399 0.14% — 1309 +1,899 New Q4 2025 Feb 13, 2026
ALLSTATE CORP History No change 1,900 399 0.01% 0.01% 1307 0 0.0% Q4 2025 Feb 09, 2026
Integris Wealth Management, LLC History No change 1,900 399 0.09% 0.09% 1308 0 0.0% Q4 2025 Jan 21, 2026
PITTENGER & ANDERSON INC History No change 1,895 398 0.02% 0.01% 1310 0 0.0% Q4 2025 Feb 02, 2026
Poehling Capital Management, INC. History No change 1,889 397 0.08% 0.08% 1311 0 0.0% Q4 2025 Feb 06, 2026
PGIM Custom Harvest LLC History Added to 1,880 395 0.01% 0.01% 1313 +132 7.55% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History No change 1,879 395 0.03% 0.04% 1312 0 0.0% Q4 2025 Jan 16, 2026
Glen Eagle Advisors, LLC History No change 1,879 395 0.05% 0.05% 1314 0 0.0% Q4 2025 Feb 13, 2026
Bay Capital Advisors, LLC History No change 1,874 394 0.24% 0.25% 1315 0 0.0% Q4 2025 Jan 16, 2026
Madison Wealth Partners, Inc History Added to 1,872 393 0.07% 0.07% 1316 +43 2.35% Q4 2025 Feb 10, 2026
Plus Group Wealth Advisors LLC History New 1,866 392 0.43% — 1318 +1,866 New Q4 2025 Feb 05, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 1,867 392 0.16% 0.17% 1317 0 0.0% Q4 2025 Feb 12, 2026
Abacus Wealth Partners, LLC History Added to 1,857 390 0.04% 0.04% 1319 +578 45.19% Q4 2025 Feb 05, 2026
MJP ASSOCIATES INC /ADV History Reduced 1,854 389 0.05% 4.72% 1320 -174,307 -98.95% Q4 2025 Feb 06, 2026
WASHINGTON TRUST Co History No change 1,852 389 0.01% 0.01% 1321 0 0.0% Q4 2025 Feb 10, 2026
MCDONALD PARTNERS LLC History No change 1,850 389 0.12% 0.11% 1322 0 0.0% Q4 2025 Feb 02, 2026
BENJAMIN EDWARDS INC History Reduced 1,840 387 0.0% 0.01% 1323 -2,410 -56.71% Q4 2025 Feb 02, 2026
Strategic Financial Partners, Ltd. History Reduced 1,843 387 0.17% 0.2% 1325 -300 -14.0% Q4 2025 Feb 11, 2026
PACK Private Wealth, LLC History No change 1,842 387 0.18% 0.18% 1324 0 0.0% Q4 2025 Feb 17, 2026
ShoreHaven Wealth Partners, LLC History No change 1,836 386 0.14% 0.14% 1326 0 0.0% Q4 2025 Feb 10, 2026
Riverpoint Wealth Management Holdings, LLC History No change 1,833 385 0.08% 0.08% 1327 0 0.0% Q4 2025 Feb 10, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 1,828 384 0.05% 0.05% 1328 +4 0.22% Q4 2025 Jan 15, 2026
Citizens Business Bank History New 1,825 383 0.06% — 1329 +1,825 New Q4 2025 Feb 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 1,821 383 0.07% 0.05% 1330 +515 39.43% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Added to 1,819 382 0.02% 0.01% 1331 +632 53.24% Q4 2025 Feb 04, 2026
Cassia Capital Partners, LLC History Reduced 1,814 381 0.21% 0.22% 1332 -122 -6.3% Q4 2025 Jan 16, 2026
GW&K Investment Management, LLC History No change 1,804 379 0.0% 0.0% 1333 0 0.0% Q4 2025 Feb 11, 2026
Cypress Capital Group History No change 1,805 379 0.04% 0.04% 1334 0 0.0% Q4 2025 Feb 11, 2026
BAYBAN History New 1,784 375 0.33% — 1336 +1,784 New Q4 2025 Mar 05, 2026
Elm Partners Management LLC History Added to 1,782 375 0.02% 0.02% 1335 +3 0.17% Q4 2025 Feb 10, 2026
Clear Trail Advisors, LLC History New 1,780 374 0.09% — 1339 +1,780 New Q4 2025 Jan 09, 2026
Arista Wealth Management, LLC History Added to 1,780 374 0.05% 0.03% 1338 +730 69.52% Q4 2025 Feb 09, 2026
DGS Capital Management, LLC History Reduced 1,780 374 0.06% 0.07% 1337 -36 -1.98% Q4 2025 Feb 24, 2026
Wilian Securities, LLC History New 1,776 373 0.4% — 1340 +1,776 New Q4 2025 Feb 06, 2026
JT Stratford LLC History Added to 1,771 372 0.05% 0.03% 1341 +596 50.72% Q4 2025 Feb 12, 2026
Matisse Capital History Added to 1,763 370 0.16% 0.16% 1342 +1 0.06% Q4 2025 Jan 29, 2026
Altus Wealth Management, LLC History No change 1,761 370 0.16% 0.16% 1343 0 0.0% Q4 2025 Jan 22, 2026
United Financial Planning Group LLC History New 1,757 369 0.22% — 1345 +1,757 New Q4 2025 Feb 11, 2026
Farmers National Bank History New 1,755 369 0.08% — 1344 +1,755 New Q4 2025 Mar 12, 2026
Fairway Wealth LLC History Reduced 1,745 367 0.1% 0.1% 1348 -32 -1.8% Q4 2025 Jan 28, 2026
Park Edge Advisors, LLC History No change 1,748 367 0.08% 0.08% 1346 0 0.0% Q4 2025 Jan 16, 2026
SACHEM HILL LLC History No change 1,745 367 0.07% 0.07% 1347 0 0.0% Q4 2025 Feb 12, 2026
Vantage Point Financial LLC History Reduced 1,743 366 0.13% 0.14% 1350 -22 -1.25% Q4 2025 Feb 02, 2026
Pinnacle Bancorp, Inc. History Reduced 1,743 366 0.11% 0.11% 1349 -21 -1.19% Q4 2025 Jan 22, 2026
CWS Financial Advisors, LLC History Reduced 1,735 365 0.1% 0.1% 1351 -62 -3.45% Q4 2025 Feb 06, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Reduced 1,722 362 0.06% 0.06% 1353 -17 -0.98% Q4 2025 Jan 27, 2026
Inscription Capital, LLC History Added to 1,724 362 0.04% 0.04% 1354 +4 0.23% Q4 2025 Jan 29, 2026
Riverbend Wealth Management, LLC History Added to 1,723 362 0.22% 0.24% 1355 +1 0.06% Q4 2025 Jan 29, 2026
Alliance Wealth Management Group History No change 1,725 362 0.08% 0.08% 1352 0 0.0% Q4 2025 Jan 21, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 1,718 361 0.1% 0.09% 1356 +6 0.35% Q4 2025 Jan 15, 2026
Financial Life Planners History Reduced 1,713 360 0.26% 0.24% 1357 -62 -3.49% Q4 2025 Jan 29, 2026
COMPASS CAPITAL MANAGEMENT, INC History New 1,711 359 0.02% — 1358 +1,711 New Q4 2025 Feb 12, 2026
Forum Private Client Group LLC History Reduced 1,707 359 0.12% 0.12% 1359 -12 -0.7% Q4 2025 Feb 06, 2026
Emergent Wealth Advisors, LLC History Added to 1,705 358 0.2% 0.2% 1360 +8 0.47% Q4 2025 Jan 14, 2026
Oliver Luxxe Assets LLC History Reduced 1,685 354 0.05% 0.06% 1361 -258 -13.28% Q4 2025 Jan 08, 2026
Gateway Wealth Partners, LLC History New 1,682 353 0.04% — 1362 +1,682 New Q4 2025 Feb 11, 2026
Team Hewins, LLC History No change 1,678 352 0.11% 0.12% 1363 0 0.0% Q4 2025 Jan 28, 2026
OBSIDIAN CIO, LLC History Reduced 1,666 350 0.52% 0.05% 1365 -268 -13.86% Q4 2025 Feb 18, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 1,664 350 0.24% 0.25% 1366 +8 0.48% Q4 2025 Jan 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 1,664 350 0.1% 0.1% 1364 0 0.0% Q4 2025 Feb 02, 2026
Portfolio Resources Advisor Group, Inc. History New 1,661 349 0.35% — 1370 +1,661 New Q4 2025 Feb 13, 2026
EFG International AG History New 1,661 349 0.01% — 1371 +1,661 New Q4 2025 Feb 17, 2026
Rathbones Group PLC History Reduced 1,662 349 0.0% 0.0% 1367 -137 -7.62% Q4 2025 Feb 06, 2026
Elk River Wealth Management LLC History Reduced 1,662 349 0.06% 0.05% 1369 -18 -1.07% Q4 2025 Feb 06, 2026
Aspire Private Capital, LLC History No change 1,660 349 0.08% 0.07% 1368 0 0.0% Q4 2025 Jan 16, 2026
Sharp Wealth Advisory, LLC History No change 1,658 348 0.18% 0.18% 1372 0 0.0% Q4 2025 Jan 16, 2026
Keudell/Morrison Wealth Management History New 1,654 347 0.07% — 1375 +1,654 New Q4 2025 Feb 06, 2026
Belvedere Trading LLC History New 1,652 347 0.0% — 1373 +1,652 New Q4 2025 Feb 10, 2026
First Command Advisory Services, Inc. History Added to 1,651 347 0.0% 0.0% 1374 +315 23.58% Q4 2025 Feb 11, 2026
Wealth Management Partners, LLC History Reduced 1,653 347 0.1% 0.11% 1376 -98 -5.6% Q4 2025 Jan 12, 2026
JNBA Financial Advisors History Added to 1,649 346 0.03% 0.03% 1378 +101 6.52% Q4 2025 Jan 26, 2026
CIBC WORLD MARKET INC. History Added to 1,646 346 0.0% 0.0% 1377 +49 3.07% Q4 2025 Feb 10, 2026
First PREMIER Bank History No change 1,644 346 0.08% 0.08% 1379 0 0.0% Q4 2025 Jan 23, 2026
S.E.E.D. Planning Group LLC History No change 1,649 346 0.1% 0.1% 1380 0 0.0% Q4 2025 Jan 09, 2026
APPLETON PARTNERS INC/MA History No change 1,639 345 0.02% 0.02% 1381 0 0.0% Q4 2025 Jan 09, 2026
Berkeley, Inc History No change 1,636 344 0.11% 0.11% 1382 0 0.0% Q4 2025 Jan 26, 2026
Plancorp, LLC History No change 1,632 343 0.01% 0.01% 1383 0 0.0% Q4 2025 Feb 05, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History New 1,630 342 0.05% — 1384 +1,630 New Q4 2025 Jan 21, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 1,628 342 0.05% 0.04% 1387 +388 31.29% Q4 2025 Jan 14, 2026
LaFleur & Godfrey LLC History Reduced 1,626 342 0.04% 0.04% 1385 -64 -3.79% Q4 2025 Feb 03, 2026
Aerodigm Wealth, LLC History Reduced 1,629 342 0.12% 0.14% 1388 -22 -1.33% Q4 2025 Feb 06, 2026
BCGM Wealth Management, LLC History Added to 1,629 342 0.09% 0.09% 1386 +1 0.06% Q4 2025 Jan 07, 2026
DIVERSIFIED MANAGEMENT INC History New 1,615 339 0.08% — 1389 +1,615 New Q4 2025 Jan 26, 2026
Powerhouse Assets LLC History New 1,615 339 0.3% — 1390 +1,615 New Q4 2025 Jan 15, 2026
Kondo Wealth Advisors, Inc. History Added to 1,613 339 0.13% 0.13% 1391 +4 0.25% Q4 2025 Jan 30, 2026
Stephenson & Company, Inc. History Reduced 1,597 336 0.18% 0.19% 1392 -10 -0.62% Q4 2025 Jan 27, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 1,588 334 0.17% 0.17% 1394 +3 0.19% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 1,589 334 0.0% 0.0% 1393 +1 0.06% Q4 2025 Feb 13, 2026
Evernest Financial Advisors, LLC History New 1,480 332 0.07% — 1396 +1,480 New Q4 2025 Feb 13, 2026
Ledyard National Bank History Reduced 1,582 332 0.03% 0.03% 1395 -20 -1.25% Q4 2025 Jan 21, 2026
Nicholas Hoffman & Company, LLC. History Reduced 1,574 331 0.01% 0.01% 1397 -26 -1.63% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History Reduced 1,576 331 0.01% 0.01% 1398 -1 -0.06% Q4 2025 Feb 17, 2026
ACIMA PRIVATE WEALTH, LLC History Reduced 1,570 330 0.1% 0.11% 1399 -173 -9.93% Q4 2025 Jan 15, 2026
James J. Burns & Company, LLC History Reduced 1,570 330 0.05% 0.05% 1401 -86 -5.19% Q4 2025 Jan 23, 2026
Pinnacle Wealth Management Group, Inc. History No change 1,570 330 0.16% 0.16% 1400 0 0.0% Q4 2025 Jan 23, 2026
Baring Financial LLC History Reduced 1,556 327 0.2% 0.54% 1406 -2,317 -59.82% Q4 2025 Jan 07, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 1,555 327 0.0% 0.0% 1404 -272 -14.89% Q4 2025 Feb 13, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 1,559 327 0.08% 0.09% 1405 -156 -9.1% Q4 2025 Feb 02, 2026
Trust Co History Added to 1,557 327 0.03% 0.03% 1402 +26 1.7% Q4 2025 Jan 15, 2026
Watchman Group, Inc. History No change 1,558 327 0.08% 0.08% 1403 0 0.0% Q4 2025 Feb 06, 2026
Journey Advisory Group, LLC History Reduced 1,550 326 0.03% 0.03% 1410 -464 -23.04% Q4 2025 Jan 27, 2026
King Wealth Management Group History Reduced 1,548 326 0.04% 0.04% 1409 -61 -3.79% Q4 2025 Feb 09, 2026
DOLIVER ADVISORS, LP History No change 1,550 326 0.08% 0.08% 1407 0 0.0% Q4 2025 Jan 06, 2026
Stonehearth Capital Management, LLC History No change 1,553 326 0.12% 0.12% 1408 0 0.0% Q4 2025 Jan 13, 2026
JB Capital LLC History Added to 1,549 325 0.01% 0.01% 1415 +434 38.92% Q4 2025 Jan 20, 2026
McClarren Financial Advisors, Inc. History Reduced 1,478 325 0.19% 0.25% 1414 -285 -16.17% Q4 2025 Jan 13, 2026
Balentine LLC History Added to 1,546 325 0.01% 0.01% 1412 +43 2.86% Q4 2025 Feb 02, 2026
Beech Hill Advisors, Inc. History No change 1,549 325 0.16% 0.15% 1411 0 0.0% Q4 2025 Jan 14, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 1,485 325 0.08% 0.08% 1413 0 0.0% Q4 2025 Jan 22, 2026
Alley Investment Management Company, LLC History New 1,545 324 0.04% — 1417 +1,545 New Q4 2025 Jan 27, 2026
EWA, LLC History Added to 1,542 324 0.08% 0.09% 1416 +7 0.46% Q4 2025 Feb 03, 2026
Single Point Partners, LLC History Reduced 1,530 321 0.06% 0.08% 1419 -290 -15.93% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 1,528 321 0.01% 0.01% 1418 +135 9.69% Q4 2025 Feb 06, 2026
Smith Salley Wealth Management History Added to 1,525 320 0.02% 0.02% 1421 +8 0.53% Q4 2025 Jan 27, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,522 320 0.03% 0.03% 1420 0 0.0% Q4 2025 Jan 20, 2026
VALLEY WEALTH MANAGERS, INC. History New 1,511 317 0.02% — 1422 +1,511 New Q4 2025 Feb 04, 2026
EdgeRock Capital LLC History Reduced 1,509 317 0.08% 0.09% 1424 -19 -1.24% Q4 2025 Jan 14, 2026
Private Wealth Partners, LLC History No change 1,509 317 0.02% 0.02% 1423 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 1,506 316 0.02% 0.02% 1426 +1 0.07% Q4 2025 Feb 02, 2026
ABNER HERRMAN & BROCK LLC History No change 1,500 316 0.03% 0.03% 1425 0 0.0% Q4 2025 Jan 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,500 315 0.04% 0.04% 1427 0 0.0% Q4 2025 Jan 14, 2026
Boreal Capital Management LLC History No change 1,500 315 0.24% 0.25% 1428 0 0.0% Q4 2025 Feb 17, 2026
Wharton Business Group, LLC History No change 1,496 314 0.01% 0.01% 1429 0 0.0% Q4 2025 Feb 11, 2026
Wealth Architects, LLC History No change 1,497 314 0.03% 0.03% 1430 0 0.0% Q4 2025 Feb 17, 2026
Baker Ellis Asset Management LLC History Reduced 1,486 312 0.04% 0.04% 1431 -101 -6.36% Q4 2025 Jan 21, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 1,484 312 0.02% 0.02% 1432 0 0.0% Q4 2025 Feb 10, 2026
MASECO LLP History New 1,474 310 0.01% — 1434 +1,474 New Q4 2025 Jan 22, 2026
Stockman Wealth Management, Inc. History No change 1,475 310 0.04% 0.04% 1433 0 0.0% Q4 2025 Jan 29, 2026
SNS Financial Group, LLC History Added to 1,456 306 0.03% 0.02% 1435 +340 30.47% Q4 2025 Feb 02, 2026
Cardinal Point Capital Management ULC History Reduced 1,458 306 0.02% 0.02% 1437 -26 -1.75% Q4 2025 Feb 05, 2026
Permanens Capital L.P. History Added to 1,456 306 0.04% 0.04% 1436 +7 0.48% Q4 2025 Feb 17, 2026
Principle Wealth Partners LLC History Reduced 1,453 305 0.02% 0.02% 1438 -167 -10.31% Q4 2025 Feb 06, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 1,449 304 0.04% 0.04% 1440 -103 -6.64% Q4 2025 Feb 04, 2026
MOODY LYNN & LIEBERSON, LLC History No change 1,449 304 0.02% 0.02% 1439 0 0.0% Q4 2025 Jan 15, 2026
Financial Alternatives, Inc History New 1,436 302 0.18% — 1441 +1,436 New Q4 2025 Feb 04, 2026
KEB ASSET MANAGEMENT, LLC History Reduced 1,432 301 0.06% 0.07% 1443 -202 -12.36% Q4 2025 Jan 09, 2026
Arlington Financial Advisors, LLC History No change 1,434 301 0.04% 0.04% 1442 0 0.0% Q4 2025 Jan 12, 2026
Campion Asset Management History Reduced 1,427 300 0.21% 0.26% 1444 -391 -21.51% Q4 2025 Feb 17, 2026
Praetorian Wealth Management, Inc. History New 1,425 299 0.06% — 1446 +1,425 New Q4 2025 Jan 14, 2026
Foundry Financial Group, Inc. History New 1,422 299 0.15% — 1448 +1,422 New Q4 2025 Feb 04, 2026
IFG Advisors, LLC History Reduced 1,424 299 0.05% 0.06% 1445 -252 -15.04% Q4 2025 Jan 13, 2026
WATERSHED PRIVATE WEALTH LLC History No change 1,422 299 0.09% 0.09% 1447 0 0.0% Q4 2025 Jan 23, 2026
Sollinda Capital Management LLC History No change 1,423 299 0.08% 0.08% 1449 0 0.0% Q4 2025 Jan 15, 2026
VERUS WEALTH MANAGEMENT, LLC History No change 1,424 299 0.28% 0.27% 1450 0 0.0% Q4 2025 Jan 16, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,417 298 0.08% 0.08% 1451 0 0.0% Q4 2025 Feb 05, 2026
Bright Futures Wealth Management, LLC. History No change 1,419 298 0.22% 0.23% 1452 0 0.0% Q4 2025 Feb 05, 2026
CHILTON INVESTMENT CO INC. History New 1,413 297 0.01% — 1453 +1,413 New Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History Added to 1,416 297 0.02% 0.02% 1455 +81 6.07% Q4 2025 Jan 12, 2026
WealthTrust Axiom LLC History No change 1,414 297 0.08% 0.08% 1454 0 0.0% Q4 2025 Feb 13, 2026
Wilkins Miller Wealth Management, LLC History No change 1,412 297 0.18% 0.18% 1456 0 0.0% Q4 2025 Jan 21, 2026
Ground Swell Capital, LLC History Reduced 1,411 296 0.61% 1.3% 1457 -1,514 -51.76% Q4 2025 Feb 04, 2026
Net Worth Advisory Group History New 1,402 294 0.06% — 1460 +1,402 New Q4 2025 Jan 14, 2026
ORBA Wealth Advisors, L.L.C. History New 1,399 294 0.26% — 1462 +1,399 New Q4 2025 Feb 05, 2026
Wealthfront Advisers LLC History Reduced 1,401 294 0.0% 0.0% 1459 -408 -22.55% Q4 2025 Jan 30, 2026
Mechanics Bank Trust Department History No change 1,400 294 0.04% 0.04% 1458 0 0.0% Q4 2025 Jan 14, 2026
Summit Investment Advisory Services, LLC History No change 1,399 294 0.11% 0.11% 1461 0 0.0% Q4 2025 Feb 04, 2026
Northwest Quadrant Wealth Management, LLC History Added to 1,396 293 0.06% 0.06% 1463 +7 0.5% Q4 2025 Jan 23, 2026
Gemmer Asset Management LLC History Reduced 1,387 291 0.02% 0.02% 1464 -11 -0.79% Q4 2025 Jan 23, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 1,381 290 0.03% 0.03% 1469 -6 -0.43% Q4 2025 Feb 04, 2026
Crumly & Associates Inc. History Reduced 1,383 290 0.06% 0.06% 1468 -3 -0.22% Q4 2025 Jan 14, 2026
GreatBanc Trust CO History No change 1,379 290 0.2% 0.19% 1465 0 0.0% Q4 2025 Feb 12, 2026
Formidable Asset Management, LLC History No change 1,425 290 0.04% 0.04% 1466 0 0.0% Q4 2025 Jan 16, 2026
Selective Wealth Management, Inc. History No change 1,324 290 0.09% 0.09% 1467 0 0.0% Q4 2025 Jan 16, 2026
3Chopt Investment Partners, LLC History Added to 1,378 289 0.06% 0.04% 1471 +585 73.77% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History No change 1,375 289 0.02% 0.02% 1470 0 0.0% Q4 2025 Jan 23, 2026
LifeWealth Investments, LLC History Added to 1,366 287 0.09% 0.07% 1473 +295 27.54% Q4 2025 Jan 26, 2026
HM PAYSON & CO History Added to 1,366 287 0.0% 0.0% 1472 +37 2.78% Q4 2025 Feb 12, 2026
Horst & Graben Wealth Management LLC History Reduced 1,362 286 0.04% 0.04% 1474 -17 -1.23% Q4 2025 Jan 27, 2026
Granite Bay Wealth Management, LLC History Reduced 1,364 286 0.07% 0.07% 1475 -5 -0.37% Q4 2025 Feb 05, 2026
BCS Wealth Management History New 1,358 285 0.03% — 1477 +1,358 New Q4 2025 Jan 26, 2026
Cornerstone Management, Inc. History No change 1,358 285 0.05% 0.05% 1476 0 0.0% Q4 2025 Feb 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,353 284 0.01% 0.01% 1478 0 0.0% Q4 2025 Jan 14, 2026
Proactive Wealth Strategies LLC History Added to 1,347 283 0.11% 0.12% 1481 +2 0.15% Q4 2025 Feb 05, 2026
Fermata Advisors, LLC History Added to 1,346 283 0.07% 0.07% 1479 +1 0.07% Q4 2025 Jan 08, 2026
Sterling Investment Counsel, LLC History No change 1,348 283 0.08% 0.09% 1480 0 0.0% Q4 2025 Jan 27, 2026
Van Diest Capital, LLC History New 1,338 281 0.42% — 1487 +1,338 New Q4 2025 Feb 19, 2026
TRITONPOINT WEALTH, LLC History Reduced 1,340 281 0.03% 0.03% 1484 -436 -24.55% Q4 2025 Jan 20, 2026
EnRich Financial Partners LLC History Reduced 1,339 281 0.08% 0.08% 1483 -69 -4.9% Q4 2025 Jan 28, 2026
Keebeck Wealth Management History No change 1,340 281 0.03% 0.03% 1482 0 0.0% Q4 2025 Feb 17, 2026
Pillar Financial Advisors, LLC History No change 1,337 281 0.17% 0.17% 1485 0 0.0% Q4 2025 Feb 02, 2026
MEMBERS WEALTH LLC History No change 1,284 281 0.18% 0.17% 1486 0 0.0% Q4 2025 Jan 28, 2026
Equita Financial Network, Inc. History No change 1,334 280 0.08% 0.09% 1488 0 0.0% Q4 2025 Jan 29, 2026
Signature Wealth Management Partners, LLC History Added to 1,325 278 0.14% 0.14% 1489 +6 0.45% Q4 2025 Feb 02, 2026
Sicart Associates LLC History No change 1,317 277 0.07% 0.07% 1490 0 0.0% Q4 2025 Jan 14, 2026
Clear Harbor Asset Management, LLC History New 1,316 276 0.02% — 1493 +1,316 New Q4 2025 Feb 10, 2026
HOWE & RUSLING INC History Added to 1,313 276 0.02% 0.0% 1491 +956 267.79% Q4 2025 Feb 17, 2026
Tanglewood Wealth Management, Inc. History Added to 1,313 276 0.03% 0.02% 1492 +256 24.22% Q4 2025 Jan 29, 2026
Lansing Street Advisors History Added to 1,316 276 0.07% 0.07% 1494 +5 0.38% Q4 2025 Jan 26, 2026
Legacy Financial Advisors, Inc. History New 1,308 275 0.04% — 1495 +1,308 New Q4 2025 Feb 04, 2026
Symphony Financial, Ltd. Co. History New 1,298 275 0.04% — 1496 +1,298 New Q4 2025 Feb 11, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 1,308 275 0.1% 0.09% 1497 0 0.0% Q4 2025 Jan 16, 2026
Kastel Capital Advisors, LLC History New 1,303 274 0.17% — 1499 +1,303 New Q4 2025 Feb 18, 2026
MorganRosel Wealth Management, LLC History No change 1,307 274 0.07% 0.07% 1498 0 0.0% Q4 2025 Feb 13, 2026
Lakeridge Wealth Management LLC History Reduced 1,299 273 0.12% 0.13% 1500 -130 -9.1% Q4 2025 Jan 07, 2026
Capital Analysts, LLC History Reduced 1,288 271 0.01% 0.02% 1502 -1,893 -59.51% Q4 2025 Feb 11, 2026
Gallagher Fiduciary Advisors, LLC History New 1,291 271 0.01% — 1501 +1,291 New Q4 2025 Feb 17, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 1,291 271 0.21% 0.22% 1503 0 0.0% Q4 2025 Feb 09, 2026
NerdWallet Wealth Partners, LLC History No change 1,293 271 0.12% 0.13% 1504 0 0.0% Q4 2025 Jan 13, 2026
Sunbelt Securities, Inc. History Reduced 1,279 269 0.02% 0.02% 1506 -470 -26.87% Q4 2025 Feb 20, 2026
MTM Investment Management, LLC History Added to 1,281 269 0.09% 0.08% 1507 +1 0.08% Q4 2025 Feb 09, 2026
Raab & Moskowitz Asset Management LLC History No change 1,279 269 0.06% 0.06% 1505 0 0.0% Q4 2025 Jan 20, 2026
S.A. Mason LLC History No change 1,277 268 0.11% 0.11% 1508 0 0.0% Q4 2025 Jan 29, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 1,270 267 0.11% 0.12% 1510 -60 -4.51% Q4 2025 Jan 22, 2026
Orion Capital Management LLC History No change 1,274 267 0.09% 0.09% 1509 0 0.0% Q4 2025 Feb 03, 2026
RMR Capital Management, LLC History No change 1,273 267 0.19% 0.18% 1511 0 0.0% Q4 2025 Feb 12, 2026
Old North State Trust, LLC History New 1,266 266 0.16% — 1513 +1,266 New Q4 2025 Mar 24, 2026
PLANWISER FINANCIAL, LLC History Reduced 1,217 266 0.2% 0.24% 1515 -254 -17.27% Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 1,268 266 0.02% 0.02% 1512 +3 0.24% Q4 2025 Jan 26, 2026
Persium Advisors, LLC History No change 1,269 266 0.19% 0.19% 1514 0 0.0% Q4 2025 Jan 21, 2026
Crews Bank & Trust History No change 1,269 266 0.04% 0.04% 1516 0 0.0% Q4 2025 Jan 21, 2026
OAK FAMILY ADVISORS, LLC History Reduced 1,263 265 0.07% 0.07% 1517 -16 -1.25% Q4 2025 Feb 03, 2026
VAN DEN BERG MANAGEMENT I, INC History New 1,256 264 0.06% — 1518 +1,256 New Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,251 263 0.0% 0.0% 1519 +976 354.91% Q4 2025 Feb 09, 2026
Alpha Cubed Investments, LLC History Reduced 1,241 261 0.01% 0.01% 1521 -6 -0.48% Q4 2025 Feb 03, 2026
Penobscot Investment Management Company, Inc. History No change 1,245 261 0.02% 0.02% 1520 0 0.0% Q4 2025 Jan 27, 2026
Retirement Solution LLC History Added to 1,237 260 0.06% 0.06% 1522 +80 6.91% Q4 2025 Jan 29, 2026
FourThought Financial Partners, LLC History Reduced 1,238 260 0.02% 0.02% 1523 -3 -0.24% Q4 2025 Feb 06, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,239 260 0.03% 0.03% 1524 0 0.0% Q4 2025 Feb 10, 2026
Lebenthal Global Advisors, LLC History Added to 1,236 259 0.04% 0.04% 1526 +75 6.46% Q4 2025 Jan 28, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 1,234 259 0.01% 0.01% 1527 +27 2.24% Q4 2025 Jan 12, 2026
QTR Family Wealth, LLC History Reduced 1,158 259 0.11% 0.11% 1528 -5 -0.43% Q4 2025 Feb 13, 2026
ATWOOD & PALMER INC History No change 1,234 259 0.01% 0.01% 1525 0 0.0% Q4 2025 Jan 28, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 1,230 258 0.0% 0.0% 1529 -30 -2.38% Q4 2025 Jan 13, 2026
PECAUT & CO. History Reduced 1,228 258 0.08% 0.08% 1530 -3 -0.24% Q4 2025 Feb 10, 2026
Washington Trust Advisors, Inc. History Reduced 1,226 257 0.02% 0.05% 1534 -1,995 -61.94% Q4 2025 Feb 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 1,226 257 0.02% — 1531 +1,226 New Q4 2025 Feb 10, 2026
Kohmann Bosshard Financial Services, LLC History New 1,226 257 0.02% — 1532 +1,226 New Q4 2025 Jan 30, 2026
USAdvisors Wealth Management, LLC History Added to 1,225 257 0.08% 0.08% 1533 +26 2.17% Q4 2025 Feb 05, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 1,223 257 0.13% 0.14% 1535 0 0.0% Q4 2025 Jan 30, 2026
Greenhouse Wealth Management, LLC History Added to 1,221 256 0.15% 0.15% 1536 +5 0.41% Q4 2025 Jan 21, 2026
Alliance Wealth Advisors, LLC History No change 1,218 256 0.11% 0.11% 1537 0 0.0% Q4 2025 Jan 14, 2026
SECURITY NATIONAL BANK OF SO DAK History New 1,214 255 0.13% — 1538 +1,214 New Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,215 255 0.09% 0.02% 1539 +934 332.38% Q4 2025 Jan 09, 2026
COMMONS CAPITAL, LLC History Added to 1,212 254 0.17% 0.16% 1540 +2 0.17% Q4 2025 Jan 05, 2026
Frank, Rimerman Advisors LLC History No change 1,208 254 0.02% 0.02% 1541 0 0.0% Q4 2025 Jan 15, 2026
Heritage Wealth Management, Inc. /CA/ History Reduced 1,207 253 0.16% 0.16% 1542 -2 -0.17% Q4 2025 Feb 04, 2026
Pines Wealth Management, LLC History No change 1,205 253 0.08% 0.08% 1543 0 0.0% Q4 2025 Feb 02, 2026
Trilogy Capital Inc. History No change 1,201 252 0.01% 0.01% 1544 0 0.0% Q4 2025 Jan 22, 2026
Missouri Trust & Investment Co History No change 1,200 252 0.07% 0.07% 1545 0 0.0% Q4 2025 Feb 13, 2026
True Link Financial Advisors, LLC History Added to 1,195 251 0.02% 0.01% 1546 +85 7.66% Q4 2025 Jan 29, 2026
NORTHSTAR ASSET MANAGEMENT INC History Added to 1,190 250 0.06% 0.06% 1547 +6 0.51% Q4 2025 Feb 12, 2026
Timonier Family Office, LTD. History No change 1,189 250 0.08% 0.08% 1548 0 0.0% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Reduced 1,187 249 0.02% 0.02% 1549 -97 -7.55% Q4 2025 Feb 13, 2026
Alpha Financial Partners, LLC History Added to 1,181 248 0.15% 0.16% 1550 +6 0.51% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History New 1,179 247 0.05% — 1552 +1,179 New Q4 2025 Feb 12, 2026
Monument Group Wealth Advisors, LLC History No change 1,175 247 0.13% 0.14% 1551 0 0.0% Q4 2025 Jan 15, 2026
180 WEALTH ADVISORS, LLC History Reduced 1,172 246 0.03% 0.03% 1553 -3 -0.26% Q4 2025 Jan 09, 2026
Financial Advisory Corp History No change 1,165 245 0.04% 0.03% 1554 0 0.0% Q4 2025 Jan 27, 2026
Commonwealth Retirement Investments LLC History No change 1,166 245 0.08% 0.08% 1555 0 0.0% Q4 2025 Feb 11, 2026
NOVEM GROUP History Added to 1,156 243 0.03% 0.03% 1557 +6 0.52% Q4 2025 Jan 27, 2026
Falcon Wealth Planning History Added to 1,159 243 0.02% 0.02% 1556 +1 0.09% Q4 2025 Feb 03, 2026
Sharper & Granite LLC History No change 1,159 243 0.09% 0.08% 1558 0 0.0% Q4 2025 Jan 27, 2026
Legacy Capital Group California, Inc. History New 1,151 242 0.06% — 1560 +1,151 New Q4 2025 Jan 28, 2026
SP Asset Management LLC History Added to 1,151 242 0.02% 0.02% 1559 +6 0.52% Q4 2025 Jan 28, 2026
Legacy Wealth Asset Management, LLC History New 1,148 241 0.06% — 1563 +1,148 New Q4 2025 Jan 12, 2026
PATTEN & PATTEN INC/TN History Added to 1,149 241 0.01% 0.01% 1561 +1 0.09% Q4 2025 Feb 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,146 241 0.02% 0.02% 1562 0 0.0% Q4 2025 Jan 23, 2026
Beaird Harris Wealth Management, LLC History Reduced 1,143 240 0.02% 0.02% 1564 -230 -16.75% Q4 2025 Feb 23, 2026
SK Wealth Management, LLC History Reduced 1,087 239 0.07% 0.1% 1565 -178 -14.07% Q4 2025 Jan 30, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,106 239 0.02% 0.02% 1566 0 0.0% Q4 2025 Jan 22, 2026
Addison Advisors LLC History Reduced 1,132 238 0.05% 0.06% 1567 -195 -14.69% Q4 2025 Feb 06, 2026
FSM Wealth Advisors, LLC History No change 1,135 238 0.03% 0.03% 1568 0 0.0% Q4 2025 Jan 23, 2026
Northern Financial Advisors Inc History No change 1,134 238 0.27% 0.12% 1569 0 0.0% Q4 2025 Jan 27, 2026
HARMONY ASSET MANAGEMENT LLC History No change 1,132 238 0.08% 0.08% 1570 0 0.0% Q4 2025 Feb 06, 2026
Millennium Capital Advisors, LLC History No change 1,134 238 0.14% 0.14% 1571 0 0.0% Q4 2025 Feb 05, 2026
Englebert Financial Advisers, LLC History New 1,131 237 0.27% — 1572 +1,131 New Q4 2025 Feb 04, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History New 1,123 236 0.21% — 1576 +1,123 New Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Added to 1,117 236 0.0% 0.0% 1573 +612 121.19% Q4 2025 Feb 03, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 1,124 236 0.04% 0.05% 1574 -59 -4.99% Q4 2025 Jan 21, 2026
Collaborative Wealth Managment Inc. History Reduced 1,126 236 0.08% 0.09% 1575 -5 -0.44% Q4 2025 Feb 09, 2026
Investment Research Partners LLC History Reduced 1,114 234 0.1% 0.1% 1577 -3 -0.27% Q4 2025 Feb 12, 2026
CDKV HOLDINGS LLC History New 1,111 233 0.19% — 1578 +1,111 New Q4 2025 Feb 17, 2026
Tempo Wealth, LLC History New 1,110 233 0.04% — 1579 +1,110 New Q4 2025 Feb 25, 2026
Insight Wealth Strategies, LLC History Added to 1,105 232 0.03% 0.03% 1580 +1 0.09% Q4 2025 Jan 02, 2026
Kathmere Capital Management, LLC History No change 1,103 232 0.02% 0.02% 1581 0 0.0% Q4 2025 Jan 13, 2026
Barnes Wealth Management Group, Inc History Added to 1,100 231 0.12% 0.12% 1584 +2 0.18% Q4 2025 Feb 24, 2026
NVWM, LLC History No change 1,100 231 0.05% 0.05% 1582 0 0.0% Q4 2025 Jan 20, 2026
V2 Financial group LLC History No change 1,100 231 0.11% 0.12% 1583 0 0.0% Q4 2025 Jan 21, 2026
Old Port Advisors History New 1,098 230 0.06% — 1586 +1,098 New Q4 2025 Jan 08, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 1,098 230 0.01% 0.01% 1585 -36 -3.17% Q4 2025 Jan 20, 2026
KilterHowling LLC History Added to 1,090 229 0.12% 0.12% 1587 +5 0.46% Q4 2025 Feb 13, 2026
Inspire Advisors, LLC History Reduced 1,085 228 0.02% 0.02% 1588 -24 -2.16% Q4 2025 Feb 13, 2026
Stone Summit Wealth LLC History No change 1,086 228 0.06% 0.06% 1589 0 0.0% Q4 2025 Jan 27, 2026
Roundview Capital LLC History No change 1,082 227 0.01% 0.01% 1590 0 0.0% Q4 2025 Feb 09, 2026
Values Added Financial LLC History No change 1,083 227 0.1% 0.1% 1591 0 0.0% Q4 2025 Jan 16, 2026
Garden State Investment Advisory Services LLC History New 1,079 226 0.05% — 1593 +1,079 New Q4 2025 Feb 17, 2026
First Bancorp, Inc /ME/ History New 1,077 226 0.12% — 1592 +1,077 New Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History No change 1,078 226 0.03% 0.04% 1594 0 0.0% Q4 2025 Feb 13, 2026
Laurel Wealth Advisors LLC History New 1,070 225 0.03% — 1595 +1,070 New Q4 2025 Jan 30, 2026
Headland Capital, LLC History Reduced 1,070 225 0.06% 0.06% 1598 -48 -4.29% Q4 2025 Jan 28, 2026
West Financial Advisors, LLC History No change 1,070 225 0.04% 0.04% 1596 0 0.0% Q4 2025 Jan 13, 2026
High Net Worth Advisory Group LLC History No change 1,070 225 0.05% 0.05% 1597 0 0.0% Q4 2025 Jan 23, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 1,063 224 0.0% 0.0% 1599 0 0.0% Q4 2025 Feb 12, 2026
Chicago Capital, LLC History No change 1,068 224 0.01% 0.01% 1600 0 0.0% Q4 2025 Jan 26, 2026
Manuka Financial, LLC History No change 1,068 224 0.14% 0.13% 1601 0 0.0% Q4 2025 Jan 28, 2026
SteelPeak Wealth, LLC History Reduced 1,063 223 0.01% 0.01% 1602 -468 -30.57% Q4 2025 Jan 20, 2026
Armstrong, Fleming & Moore, Inc History Added to 1,061 223 0.1% 0.1% 1603 +4 0.38% Q4 2025 Jan 16, 2026
Convergence Financial, LLC History No change 1,062 223 0.03% 0.03% 1604 0 0.0% Q4 2025 Feb 11, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 1,055 221 0.05% 0.05% 1605 0 0.0% Q4 2025 Jan 28, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History No change 1,055 221 0.1% 0.1% 1606 0 0.0% Q4 2025 Jan 23, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 1,050 220 0.04% 0.03% 1607 0 0.0% Q4 2025 Jan 29, 2026
Luken Investment Analytics, LLC History No change 1,047 220 0.09% 0.08% 1608 0 0.0% Q4 2025 Feb 03, 2026
Meridian Financial Partners LLC History No change 1,002 219 0.09% 0.09% 1609 0 0.0% Q4 2025 Feb 05, 2026
Richard P Slaughter Associates Inc History No change 1,042 219 0.05% 0.05% 1610 0 0.0% Q4 2025 Jan 12, 2026
Millstone Evans Group, LLC History Added to 1,039 218 0.13% 0.11% 1611 +179 20.81% Q4 2025 Feb 02, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 1,032 217 0.02% 0.03% 1613 -22 -2.09% Q4 2025 Feb 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,033 217 0.01% 0.01% 1612 0 0.0% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History Added to 1,028 216 0.06% 0.01% 1616 +788 328.33% Q4 2025 Jan 23, 2026
Lakeshore Financial Planning, Inc. History Added to 1,029 216 0.08% 0.08% 1615 +2 0.19% Q4 2025 Feb 17, 2026
Clarity Wealth Advisors, LLC History No change 1,028 216 0.04% 0.05% 1614 0 0.0% Q4 2025 Jan 23, 2026
WEST PACES ADVISORS INC. History Added to 1,024 215 0.04% 0.02% 1617 +493 92.84% Q4 2025 Jan 21, 2026
Heritage Family Offices, LLP History No change 1,025 215 0.1% 0.1% 1618 0 0.0% Q4 2025 Jan 12, 2026
Maple Capital Management, Inc. History New 1,018 214 0.01% — 1620 +1,018 New Q4 2025 Feb 03, 2026
Beacon Bank & Trust History Reduced 1,022 214 0.04% 0.05% 1623 -121 -10.59% Q4 2025 Feb 17, 2026
Hurley Capital, LLC History Added to 1,022 214 0.12% 0.12% 1621 +5 0.49% Q4 2025 Feb 17, 2026
CAPITAL ADVISORS INC/OK History No change 1,022 214 0.0% 0.0% 1619 0 0.0% Q4 2025 Jan 15, 2026
TFC Financial Management, Inc. History No change 1,021 214 0.03% 0.03% 1622 0 0.0% Q4 2025 Jan 23, 2026
Tilson Financial Group, Inc. History Added to 1,017 213 0.07% 0.07% 1625 +1 0.1% Q4 2025 Feb 05, 2026
Fiera Capital Corp History No change 1,016 213 0.0% 0.0% 1624 0 0.0% Q4 2025 Feb 11, 2026
Cannon Financial Strategists, Inc. History No change 1,015 213 0.03% 0.03% 1626 0 0.0% Q4 2025 Feb 04, 2026
INSPIRION WEALTH ADVISORS, LLC History New 1,004 211 0.03% — 1629 +1,004 New Q4 2025 Jan 09, 2026
Valpey Financial Services, LLC History Added to 1,007 211 0.13% 0.13% 1632 +1 0.1% Q4 2025 Mar 04, 2026
CSS LLC/IL History No change 1,007 211 0.01% 0.01% 1627 0 0.0% Q4 2025 Feb 17, 2026
Neumann Capital Management, LLC History No change 1,006 211 0.06% 0.06% 1628 0 0.0% Q4 2025 Jan 14, 2026
Founders Capital Management History No change 1,007 211 0.11% 0.11% 1630 0 0.0% Q4 2025 Jan 15, 2026
Lighthouse Financial LLC History No change 1,004 211 0.14% 0.13% 1631 0 0.0% Q4 2025 Feb 17, 2026
MLP3, LLC History New 1,002 210 0.23% — 1638 +1,002 New Q4 2025 Feb 13, 2026
Ballast Rock Private Wealth LLC History New 1,000 210 0.13% — 1637 +1,000 New Q4 2025 Feb 04, 2026
Gordian Advisors LLC History Reduced 1,001 210 0.14% 0.18% 1636 -292 -22.58% Q4 2025 Feb 09, 2026
BURNS J W & CO INC/NY History No change 1,000 210 0.02% 0.02% 1633 0 0.0% Q4 2025 Jan 12, 2026
COUNTRY TRUST BANK History No change 1,003 210 0.0% 0.0% 1634 0 0.0% Q4 2025 Jan 21, 2026
First City Capital Management, Inc. History No change 1,000 210 0.11% 0.11% 1635 0 0.0% Q4 2025 Jan 14, 2026
Tull Financial Group, Inc. History No change 996 209 0.09% 0.09% 1639 0 0.0% Q4 2025 Feb 12, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 998 209 0.05% 0.05% 1640 0 0.0% Q4 2025 Jan 20, 2026
Bluesphere Advisors LLC History Added to 990 208 0.09% 0.09% 1641 +4 0.41% Q4 2025 Jan 21, 2026
Wilson & Boucher Capital Management, LLC History No change 985 207 0.14% 0.13% 1642 0 0.0% Q4 2025 Feb 05, 2026
Monument Capital Management History New 981 206 0.05% — 1644 +981 New Q4 2025 Jan 26, 2026
Columbia Asset Management History New 980 206 0.04% — 1643 +980 New Q4 2025 Jan 28, 2026
HOWLAND CAPITAL MANAGEMENT LLC History New 979 205 0.01% — 1646 +979 New Q4 2025 Feb 13, 2026
LAFFER TENGLER INVESTMENTS, INC. History New 979 205 0.03% — 1647 +979 New Q4 2025 Feb 12, 2026
CONNABLE OFFICE INC History New 975 205 0.02% — 1645 +975 New Q4 2025 Feb 03, 2026
GUERRA PAN ADVISORS, LLC History Reduced 978 205 0.12% 0.13% 1648 -49 -4.77% Q4 2025 Jan 13, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 971 204 0.03% — 1649 +971 New Q4 2025 Jan 21, 2026
Valtrion Capital Management, LLC History New 969 203 0.2% — 1650 +969 New Q4 2025 Feb 11, 2026
Drake & Associates, LLC History New 965 202 0.04% — 1652 +965 New Q4 2025 Feb 23, 2026
City State Bank History Added to 962 202 0.06% 0.05% 1651 +130 15.63% Q4 2025 Jan 28, 2026
HOWARD WEALTH MANAGEMENT, LLC History New 960 201 0.09% — 1655 +960 New Q4 2025 Jan 29, 2026
Vision Capital Management, Inc. History New 958 201 0.02% — 1654 +958 New Q4 2025 Jan 27, 2026
MANCHESTER FINANCIAL INC History New 957 201 0.04% — 1653 +957 New Q4 2025 Feb 12, 2026
Princeton Global Asset Management LLC History New 955 200 0.03% — 1657 +955 New Q4 2025 Jan 20, 2026
GRANDFIELD & DODD, LLC History Reduced 955 200 0.01% 0.01% 1656 -300 -23.9% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Added to 955 200 0.0% 0.0% 1658 +265 38.41% Q4 2025 Jan 27, 2026
Seneschal Advisors, LLC History No change 953 200 0.15% 0.14% 1659 0 0.0% Q4 2025 Feb 13, 2026
Granite FO LLC History Added to 913 192 0.1% 0.1% 1660 +2 0.22% Q4 2025 Feb 06, 2026
Copia Wealth Management History No change 909 191 0.14% 0.14% 1661 0 0.0% Q4 2025 Feb 06, 2026
West Branch Capital LLC History No change 900 189 0.05% 0.05% 1662 0 0.0% Q4 2025 Jan 16, 2026
Birchwood Financial Partners, Inc. History New 882 185 0.18% — 1664 +882 New Q4 2025 Feb 19, 2026
IAG Wealth Partners, LLC History Added to 884 185 0.02% 0.02% 1663 +5 0.57% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Added to 838 183 0.01% 0.01% 1665 +7 0.84% Q4 2025 Jan 21, 2026
Newbridge Financial Services Group, Inc. History Added to 869 182 0.03% 0.03% 1666 +3 0.35% Q4 2025 Jan 21, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 864 181 0.01% 0.04% 1667 -2,880 -76.92% Q4 2025 Feb 11, 2026
WealthCollab, LLC History No change 863 181 0.07% 0.08% 1668 0 0.0% Q4 2025 Jan 27, 2026
CoreFirst Bank & Trust History Added to 854 179 0.1% 0.09% 1669 +42 5.17% Q4 2025 Feb 11, 2026
KERR FINANCIAL PLANNING Corp History Added to 785 173 0.23% 0.23% 1670 +1 0.13% Q4 2025 Feb 10, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 753 169 0.12% 0.15% 1671 -250 -24.93% Q4 2025 Feb 13, 2026
TrustBank History New 800 168 0.07% — 1672 +800 New Q4 2025 Feb 09, 2026
Advocate Investing Services LLC History New 800 168 0.15% — 1673 +800 New Q4 2025 Feb 12, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 779 163 0.11% 0.14% 1674 -305 -28.14% Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Reduced 730 160 0.02% 0.03% 1676 -324 -30.74% Q4 2025 Feb 02, 2026
Moisand Fitzgerald Tamayo, LLC History No change 763 160 0.02% 0.02% 1675 0 0.0% Q4 2025 Jan 14, 2026
DB Fitzpatrick & Co, Inc History No change 765 160 0.14% 0.14% 1677 0 0.0% Q4 2025 Jan 15, 2026
Greykasell Wealth Strategies, Inc. History Added to 757 159 0.06% 0.06% 1678 +4 0.53% Q4 2025 Feb 11, 2026
CENTAURUS FINANCIAL, INC. History Reduced 751 158 0.01% 0.01% 1679 -62 -7.63% Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History No change 747 157 0.04% 0.03% 1680 0 0.0% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 740 155 0.02% — 1682 +740 New Q4 2025 Feb 09, 2026
First Pacific Financial History Added to 741 155 0.02% 0.02% 1681 +1 0.14% Q4 2025 Jan 16, 2026
Wealth Watch Advisors, INC History Added to 731 153 0.06% 0.05% 1683 +172 30.77% Q4 2025 Feb 17, 2026
Hills Bank & Trust Co History No change 725 152 0.01% 0.01% 1684 0 0.0% Q4 2025 Feb 05, 2026
UNION SAVINGS BANK History New 708 148 0.06% — 1685 +708 New Q4 2025 Mar 06, 2026
SYM FINANCIAL Corp History Added to 695 146 0.01% 0.01% 1686 +168 31.88% Q4 2025 Feb 13, 2026
Ares Financial Consulting, LLC History New 679 142 0.14% — 1687 +679 New Q4 2025 Jan 30, 2026
ARIEL INVESTMENTS, LLC History New 668 140 0.0% — 1688 +668 New Q4 2025 Feb 13, 2026
VESTOR CAPITAL, LLC History Added to 1,630 139 0.01% 0.01% 1689 +971 147.34% Q4 2025 Feb 11, 2026
High Point Wealth Management, LLC History New 659 138 0.13% — 1692 +659 New Q4 2025 Jan 29, 2026
Sellwood Investment Partners LLC History No change 660 138 0.05% 0.05% 1690 0 0.0% Q4 2025 Jan 26, 2026
Pacifica Partners Inc. History No change 655 138 0.06% 0.05% 1691 0 0.0% Q4 2025 Jan 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 649 136 0.06% 0.06% 1693 0 0.0% Q4 2025 Jan 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 629 132 0.01% 0.01% 1694 0 0.0% Q4 2025 Feb 06, 2026
MilWealth Group LLC History No change 618 130 0.03% 0.03% 1695 0 0.0% Q4 2025 Feb 02, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 600 126 0.0% — 1696 +600 New Q4 2025 Feb 13, 2026
Catherine Avery Investment Management LLC History No change 592 124 0.07% 0.08% 1697 0 0.0% Q4 2025 Jan 05, 2026
Windsor Advisory Group, LLC History Reduced 586 123 0.11% 0.22% 1699 -652 -52.67% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 587 123 0.01% — 1700 +587 New Q4 2025 Mar 04, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Added to 588 123 0.06% 0.05% 1698 +30 5.38% Q4 2025 Feb 13, 2026
WOLFF WIESE MAGANA LLC History No change 583 122 0.07% 0.07% 1701 0 0.0% Q4 2025 Jan 14, 2026
Palouse Capital Management, Inc. History No change 577 121 0.08% 0.07% 1702 0 0.0% Q4 2025 Jan 23, 2026
United Community Bank History Added to 575 120 0.05% 0.03% 1703 +83 16.87% Q4 2025 Jan 30, 2026
Avalon Trust Co History No change 558 117 0.01% 0.01% 1704 0 0.0% Q4 2025 Feb 09, 2026
S&T BANK/PA History No change 550 115 0.04% 0.03% 1705 0 0.0% Q4 2025 Feb 13, 2026
ESL Trust Services, LLC History No change 536 112 0.02% 0.02% 1706 0 0.0% Q4 2025 Feb 10, 2026
Provident Wealth Management, LLC History No change 516 108 0.03% 0.03% 1707 0 0.0% Q4 2025 Jan 28, 2026
Jackson Hole Capital Partners, LLC History No change 497 104 0.02% 0.02% 1708 0 0.0% Q4 2025 Jan 30, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 483 101 0.05% 0.05% 1709 0 0.0% Q4 2025 Jan 15, 2026
Wealth Enhancement Trust Services, Inc. History New 480 100 0.01% — 1710 +480 New Q4 2025 Jan 27, 2026
Capital Investment Counsel, Inc History New 475 99 0.01% — 1711 +475 New Q4 2025 Jan 23, 2026
Collier Financial History Reduced 474 99 0.07% 0.08% 1712 -45 -8.67% Q4 2025 Feb 12, 2026
Cherry Tree Wealth Management, LLC History No change 472 99 0.02% 0.02% 1713 0 0.0% Q4 2025 Feb 10, 2026
Coston, McIsaac & Partners History New 470 98 0.02% — 1714 +470 New Q4 2025 Feb 03, 2026
Bernard Wealth Management Corp. History No change 467 98 0.04% 0.04% 1715 0 0.0% Q4 2025 Jan 15, 2026
TOMPKINS FINANCIAL CORP History No change 462 97 0.01% 0.01% 1716 0 0.0% Q4 2025 Jan 08, 2026
Cape Investment Advisory, Inc. History Added to 456 95 0.03% 0.0% 1718 +451 9020.0% Q4 2025 Feb 17, 2026
TD Capital Management LLC History No change 454 95 0.01% 0.01% 1717 0 0.0% Q4 2025 Feb 26, 2026
Cornerstone Financial Management LLC History New 445 93 0.09% — 1719 +445 New Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 439 92 0.05% — 1721 +439 New Q4 2025 Feb 17, 2026
Concord Wealth Partners History Added to 439 92 0.01% 0.01% 1720 +3 0.69% Q4 2025 Jan 29, 2026
Abound Wealth Management History Added to 432 90 0.02% 0.01% 1722 +185 74.9% Q4 2025 Jan 12, 2026
Field & Main Bank History No change 400 84 0.02% 0.02% 1723 0 0.0% Q4 2025 Jan 28, 2026
Noble Wealth Management PBC History No change 400 84 0.04% 0.04% 1724 0 0.0% Q4 2025 Jan 05, 2026
Glassy Mountain Advisors, Inc. History No change 396 83 0.03% 0.02% 1725 0 0.0% Q4 2025 Feb 10, 2026
Smithfield Trust Co History No change 390 82 0.0% 0.0% 1726 0 0.0% Q4 2025 Feb 09, 2026
Signature Resources Capital Management, LLC History New 382 80 0.04% — 1728 +382 New Q4 2025 Jan 21, 2026
IFS Advisors, LLC History No change 383 80 0.04% 0.05% 1727 0 0.0% Q4 2025 Jan 09, 2026
Investors Research Corp History No change 378 79 0.01% 0.01% 1729 0 0.0% Q4 2025 Jan 06, 2026
Register Financial Advisors LLC History Reduced 367 77 0.03% 0.07% 1731 -465 -55.89% Q4 2025 Jan 21, 2026
SRH ADVISORS, LLC History No change 370 77 0.02% 0.02% 1730 0 0.0% Q4 2025 Jan 21, 2026
Atlantic Private Wealth, LLC History No change 364 76 0.05% 0.05% 1732 0 0.0% Q4 2025 Feb 11, 2026
Caldwell Trust Co History No change 358 75 0.01% 0.01% 1733 0 0.0% Q4 2025 Jan 30, 2026
Topsail Wealth Management, LLC History No change 349 73 0.01% 0.01% 1734 0 0.0% Q4 2025 Feb 04, 2026
New Millennium Group LLC History Reduced 344 72 0.03% 0.04% 1736 -56 -14.0% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History No change 344 72 0.01% 0.01% 1735 0 0.0% Q4 2025 Jan 23, 2026
Raleigh Capital Management Inc. History New 339 71 0.03% — 1737 +339 New Q4 2025 Jan 21, 2026
FEDERATED HERMES, INC. History Added to 332 69 0.0% 0.0% 1738 +132 66.0% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History Added to 329 69 0.01% 0.01% 1739 +39 13.45% Q4 2025 Jan 22, 2026
MCGUIRE CAPITAL ADVISORS INC History New 318 66 0.04% — 1742 +318 New Q4 2025 Feb 19, 2026
Towne Trust Company, N.A History New 317 66 0.02% — 1740 +317 New Q4 2025 Jan 26, 2026
Hilton Head Capital Partners, LLC History New 315 66 0.04% — 1741 +315 New Q4 2025 Feb 11, 2026
CNB Bank History No change 305 64 0.03% 0.03% 1743 0 0.0% Q4 2025 Feb 11, 2026
Merrithew & Thorsten Inc History New 304 63 0.07% — 1748 +304 New Q4 2025 Feb 03, 2026
Rossmore Private Capital History No change 302 63 0.01% 0.01% 1744 0 0.0% Q4 2025 Feb 05, 2026
Rosenberg Matthew Hamilton History No change 304 63 0.01% 0.01% 1745 0 0.0% Q4 2025 Jan 05, 2026
Wealth Preservation Advisors, LLC History No change 304 63 0.03% 0.04% 1746 0 0.0% Q4 2025 Feb 23, 2026
LOM Asset Management Ltd History No change 300 63 0.02% 0.02% 1747 0 0.0% Q4 2025 Jan 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 296 62 0.0% 0.06% 1749 -6,112 -95.38% Q4 2025 Jan 23, 2026
EQ WEALTH ADVISORS, LLC History New 293 61 0.04% — 1750 +293 New Q4 2025 Feb 02, 2026
Piscataqua Savings Bank History No change 290 60 0.04% 0.05% 1751 0 0.0% Q4 2025 Jan 16, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 285 60 0.02% 0.04% 1752 0 0.0% Q4 2025 Jan 22, 2026
Longview Financial Advisors LLC History No change 286 60 0.03% 0.03% 1753 0 0.0% Q4 2025 Jan 14, 2026
SITTNER & NELSON, LLC History No change 266 59 0.02% 0.02% 1754 0 0.0% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Reduced 269 57 0.01% 0.01% 1755 -14 -4.95% Q4 2025 Jan 28, 2026
Atlantic Edge Private Wealth Management, LLC History No change 271 57 0.01% 0.01% 1756 0 0.0% Q4 2025 Jan 27, 2026
Bear Mountain Capital, Inc. History Reduced 256 56 0.02% 0.02% 1758 -1 -0.39% Q4 2025 Jan 22, 2026
North Star Investment Management Corp. History No change 269 56 0.0% 0.0% 1757 0 0.0% Q4 2025 Jan 30, 2026
Caitlin John, LLC History No change 260 54 0.04% 0.04% 1759 0 0.0% Q4 2025 Feb 18, 2026
MGB Wealth Management, LLC History Added to 255 53 0.02% 0.01% 1761 +2 0.79% Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History No change 254 53 0.01% 0.01% 1760 0 0.0% Q4 2025 Jan 22, 2026
Triumph Capital Management History New 243 51 0.01% — 1762 +243 New Q4 2025 Feb 12, 2026
Tidemark, LLC History No change 244 51 0.01% 0.01% 1763 0 0.0% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History No change 242 50 0.01% 0.01% 1764 0 0.0% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Reduced 236 49 0.02% 0.15% 1765 -1,421 -85.76% Q4 2025 Jan 20, 2026
Tower Research Capital LLC (TRC) History Reduced 231 48 0.0% 0.15% 1766 -26,911 -99.15% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History New 232 48 0.01% — 1768 +232 New Q4 2025 Feb 12, 2026
Quaker Wealth Management, LLC History Added to 231 48 0.02% 0.01% 1767 +1 0.43% Q4 2025 Jan 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 224 47 0.01% 0.01% 1769 0 0.0% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History Reduced 223 46 0.01% 0.05% 1771 -781 -77.79% Q4 2025 Jan 29, 2026
Financial Perspectives, Inc History Added to 222 46 0.01% 0.01% 1772 +1 0.45% Q4 2025 Jan 28, 2026
Richardson Capital Management LLC History No change 223 46 0.02% 0.02% 1770 0 0.0% Q4 2025 Jan 30, 2026
Prestige Wealth Management Group LLC History No change 201 42 0.01% 0.01% 1773 0 0.0% Q4 2025 Feb 11, 2026
Aberdeen Wealth Management LLC History No change 200 42 0.02% 0.03% 1774 0 0.0% Q4 2025 Feb 12, 2026
Creative Capital Management Investments LLC History No change 200 42 0.01% 0.01% 1775 0 0.0% Q4 2025 Jan 23, 2026
one8zero8, LLC History No change 200 42 0.01% 0.01% 1776 0 0.0% Q4 2025 Feb 17, 2026
Camelot Portfolios, LLC History New 197 41 0.03% — 1777 +197 New Q4 2025 Jan 29, 2026
Peachtree Investment Partners, LLC History Reduced 191 40 0.01% 0.02% 1778 -50 -20.75% Q4 2025 Feb 11, 2026
Key Capital Management, INC History New 190 39 0.04% — 1780 +190 New Q4 2025 Jan 26, 2026
Davis Capital Management History No change 189 39 0.03% 0.03% 1779 0 0.0% Q4 2025 Jan 28, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 185 38 0.02% 0.02% 1781 0 0.0% Q4 2025 Jan 26, 2026
SJS Investment Consulting Inc. History No change 183 38 0.0% 0.01% 1782 0 0.0% Q4 2025 Jan 21, 2026
VSM Wealth Advisory, LLC History No change 185 38 0.01% 0.01% 1783 0 0.0% Q4 2025 Feb 06, 2026
Center for Financial Planning, Inc. History No change 176 37 0.0% 0.0% 1784 0 0.0% Q4 2025 Feb 05, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 175 36 0.01% 0.01% 1785 +25 16.67% Q4 2025 Jan 23, 2026
Access Investment Management LLC History No change 180 36 0.01% 0.01% 1786 0 0.0% Q4 2025 Feb 02, 2026
Eagle Bay Advisors LLC History New 169 35 0.03% — 1787 +169 New Q4 2025 Jan 23, 2026
New England Capital Financial Advisors LLC History No change 162 34 0.01% 0.01% 1788 0 0.0% Q4 2025 Feb 02, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 164 34 0.01% 0.01% 1789 0 0.0% Q4 2025 Jan 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 160 33 0.0% 0.0% 1790 0 0.0% Q4 2025 Feb 09, 2026
GRAND WEALTH MANAGEMENT, LLC History New 148 31 0.01% — 1791 +148 New Q4 2025 Jan 26, 2026
Holos Integrated Wealth LLC History No change 147 31 0.02% 0.02% 1792 0 0.0% Q4 2025 Jan 05, 2026
Heritage Wealth Advisors History New 146 30 0.0% — 1793 +146 New Q4 2025 Feb 13, 2026
Avion Wealth History No change 144 30 0.01% 0.01% 1794 0 0.0% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History No change 138 29 0.0% 0.0% 1795 0 0.0% Q4 2025 Jan 08, 2026
IFC & Insurance Marketing, Inc. History New 132 28 0.03% — 1800 +132 New Q4 2025 Feb 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 135 28 0.01% 0.01% 1796 0 0.0% Q4 2025 Jan 27, 2026
TCTC Holdings, LLC History No change 136 28 0.0% 0.0% 1797 0 0.0% Q4 2025 Feb 12, 2026
Armor Investment Advisors, LLC History No change 135 28 0.01% 0.01% 1798 0 0.0% Q4 2025 Feb 05, 2026
Private Wealth Asset Management, LLC History No change 135 28 0.0% 0.0% 1799 0 0.0% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History No change 129 27 0.0% 0.0% 1801 0 0.0% Q4 2025 Feb 24, 2026
TANAKA CAPITAL MANAGEMENT INC History No change 123 26 0.05% 0.05% 1802 0 0.0% Q4 2025 Feb 17, 2026
C M BIDWELL & ASSOCIATES LTD History No change 124 26 0.01% 0.01% 1803 0 0.0% Q4 2025 Feb 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 126 26 0.01% 0.01% 1804 0 0.0% Q4 2025 Feb 12, 2026
Morton Brown Family Wealth, LLC History No change 127 26 0.01% 0.01% 1805 0 0.0% Q4 2025 Jan 28, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 128 26 0.01% 0.01% 1806 0 0.0% Q4 2025 Feb 11, 2026
Reyes Financial Architecture, Inc. History New 121 25 0.02% — 1809 +121 New Q4 2025 Jan 26, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 119 25 0.01% 0.02% 1810 -60 -33.52% Q4 2025 Feb 17, 2026
Twin Lakes Capital Management, LLC History No change 119 25 0.01% 0.01% 1807 0 0.0% Q4 2025 Feb 04, 2026
SYNTAX RESEARCH, INC. History No change 122 25 0.02% 0.02% 1808 0 0.0% Q4 2025 Feb 02, 2026
Motiv8 Investments LLC History New 115 24 0.01% — 1811 +115 New Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Added to 112 23 0.0% 0.0% 1812 +104 1300.0% Q4 2025 Jan 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 106 22 0.01% — 1813 +106 New Q4 2025 Jan 20, 2026
POM Investment Strategies, LLC History No change 106 22 0.01% 0.01% 1814 0 0.0% Q4 2025 Feb 17, 2026
Frazier Financial Advisors, LLC History No change 108 22 0.01% 0.01% 1815 0 0.0% Q4 2025 Feb 09, 2026
FIDUCIARY ADVISORS, INC. History No change 108 22 0.02% 0.02% 1816 0 0.0% Q4 2025 Jan 27, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 100 21 0.0% 0.01% 1817 -154 -60.63% Q4 2025 Jan 27, 2026
Dynamic Wealth Strategies, LLC History Reduced 100 21 0.01% 0.02% 1819 -45 -31.03% Q4 2025 Feb 04, 2026
Kilter Group LLC History Added to 104 21 0.01% 0.01% 1821 +1 0.97% Q4 2025 Feb 13, 2026
Truvestments Capital LLC History No change 100 21 0.0% 0.0% 1818 0 0.0% Q4 2025 Feb 13, 2026
Chung Wu Investment Group, LLC History No change 100 21 0.02% 0.02% 1820 0 0.0% Q4 2025 Feb 02, 2026
Wilkerson Advisory Group LLC History New 98 20 0.01% — 1826 +98 New Q4 2025 Feb 13, 2026
Integrity Financial Corp /WA History Added to 97 20 0.01% 0.0% 1825 +65 203.13% Q4 2025 Feb 13, 2026
Cheviot Value Management, LLC History No change 95 20 0.0% 0.0% 1822 0 0.0% Q4 2025 Feb 03, 2026
Colonial Trust Advisors History No change 99 20 0.0% 0.0% 1823 0 0.0% Q4 2025 Feb 12, 2026
Financial Management Professionals, Inc. History No change 96 20 0.0% 0.0% 1824 0 0.0% Q4 2025 Jan 27, 2026
Fourth Dimension Wealth, LLC History No change 91 19 0.01% 0.01% 1827 0 0.0% Q4 2025 Feb 04, 2026
Gen-Wealth Partners Inc History No change 87 18 0.01% 0.01% 1828 0 0.0% Q4 2025 Feb 13, 2026
Comprehensive Financial Planning, Inc./PA History No change 85 17 0.01% 0.01% 1829 0 0.0% Q4 2025 Feb 11, 2026
Measured Wealth Private Client Group, LLC History No change 77 16 0.0% 0.0% 1830 0 0.0% Q4 2025 Feb 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 72 15 0.0% 0.0% 1831 0 0.0% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 67 14 0.0% — 1834 +67 New Q4 2025 Feb 09, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 68 14 0.0% 0.0% 1832 0 0.0% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 70 14 0.0% 0.0% 1833 0 0.0% Q4 2025 Feb 12, 2026
Evolution Advisers, Inc. History No change 71 14 0.01% 0.01% 1835 0 0.0% Q4 2025 Jan 23, 2026
HighMark Wealth Management LLC History No change 62 13 0.01% 0.01% 1836 0 0.0% Q4 2025 Feb 05, 2026
Vermillion & White Wealth Management Group, LLC History No change 65 13 0.01% 0.01% 1837 0 0.0% Q4 2025 Feb 18, 2026
Delos Wealth Advisors, LLC History No change 66 13 0.01% 0.01% 1838 0 0.0% Q4 2025 Feb 17, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 60 12 0.0% 0.0% 1839 0 0.0% Q4 2025 Jan 23, 2026
Milestone Investment Advisors LLC History No change 60 12 0.0% 0.0% 1840 0 0.0% Q4 2025 Feb 11, 2026
Benson Wealth Management INC History New 56 11 0.01% — 1841 +56 New Q4 2025 Feb 12, 2026
Intelligent Financial Strategies History No change 50 10 0.0% 0.0% 1842 0 0.0% Q4 2025 Jan 26, 2026
Nemes Rush Group LLC History No change 51 10 0.0% 0.0% 1843 0 0.0% Q4 2025 Feb 11, 2026
Valued Wealth Advisors LLC History No change 50 10 0.0% 0.0% 1844 0 0.0% Q4 2025 Jan 30, 2026
Ransom Advisory, Ltd History New 45 9 0.0% — 1847 +45 New Q4 2025 Jan 06, 2026
Physician Wealth Advisors, Inc. History No change 46 9 0.0% 0.0% 1845 0 0.0% Q4 2025 Jan 29, 2026
High Note Wealth, LLC History No change 47 9 0.0% 0.0% 1846 0 0.0% Q4 2025 Feb 05, 2026
VAN ECK ASSOCIATES CORP History Reduced 40 8 0.0% 0.0% 1848 -4 -9.09% Q4 2025 Feb 13, 2026
BFSG, LLC History No change 39 8 0.0% 0.0% 1849 0 0.0% Q4 2025 Jan 22, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 42 8 0.01% 0.01% 1850 0 0.0% Q4 2025 Feb 02, 2026
Parvin Asset Management, LLC History New 34 7 0.01% — 1855 +34 New Q4 2025 Feb 17, 2026
FIRST COMMUNITY TRUST NA History No change 36 7 0.01% 0.01% 1851 0 0.0% Q4 2025 Jan 16, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 36 7 0.01% 0.01% 1852 0 0.0% Q4 2025 Feb 10, 2026
Legacy Wealth Managment, LLC/ID History No change 35 7 0.0% 0.0% 1853 0 0.0% Q4 2025 Feb 03, 2026
10Elms LLP History No change 38 7 0.01% 0.01% 1854 0 0.0% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History No change 34 7 0.0% 0.0% 1856 0 0.0% Q4 2025 Jan 07, 2026
Elevated Capital Advisors, LLC History New 33 6 0.0% — 1860 +33 New Q4 2025 Jan 27, 2026
Luminist Capital LLC History New 31 6 0.01% — 1861 +31 New Q4 2025 Feb 13, 2026
MidAtlantic Capital Management, Inc. History New 31 6 0.0% — 1863 +31 New Q4 2025 Feb 10, 2026
Modus Advisors, LLC History New 30 6 0.0% — 1858 +30 New Q4 2025 Feb 11, 2026
Granite Investment Partners, LLC History No change 29 6 0.0% 0.0% 1857 0 0.0% Q4 2025 Feb 12, 2026
HOEY INVESTMENTS, INC History No change 32 6 0.0% 0.0% 1859 0 0.0% Q4 2025 Jan 28, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 31 6 0.01% 0.01% 1862 0 0.0% Q4 2025 Jan 28, 2026
Richard W. Paul & Associates, LLC History Reduced 27 5 0.0% 0.0% 1866 -34 -55.74% Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 25 5 0.0% — 1867 +25 New Q4 2025 Jan 23, 2026
Legacy Bridge, LLC History No change 25 5 0.0% 0.0% 1864 0 0.0% Q4 2025 Jan 23, 2026
Horizons Wealth Management History No change 25 5 0.0% 0.0% 1865 0 0.0% Q4 2025 Jan 05, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 26 5 0.0% 0.0% 1868 0 0.0% Q4 2025 Feb 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 20 4 0.0% 0.0% 1869 0 0.0% Q4 2025 Jan 20, 2026
Harvest Fund Management Co., Ltd History No change 21 4 0.0% 0.0% 1870 0 0.0% Q4 2025 Feb 11, 2026
DHJJ Financial Advisors, Ltd. History No change 20 4 0.0% 0.0% 1871 0 0.0% Q4 2025 Jan 23, 2026
Quest 10 Wealth Builders, Inc. History No change 23 4 0.0% 0.0% 1872 0 0.0% Q4 2025 Jan 29, 2026
Daytona Street Capital LLC History New 15 3 0.0% — 1874 +15 New Q4 2025 Jan 21, 2026
Fairman Group, LLC History No change 16 3 0.0% 0.0% 1873 0 0.0% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 12 2 0.0% 0.0% 1875 -31 -72.09% Q4 2025 Jan 14, 2026
RHL GROUP, LLC History New 12 2 0.0% — 1877 +12 New Q4 2025 Feb 09, 2026
Westfuller Advisors, LLC History No change 11 2 0.0% 0.0% 1876 0 0.0% Q4 2025 Jan 21, 2026
Garner Asset Management Corp History New 8 1 0.0% — 1879 +8 New Q4 2025 Feb 03, 2026
Fortis Group Advisors, LLC History New 7 1 0.0% — 1880 +7 New Q4 2025 Feb 06, 2026
ALERUS FINANCIAL NA History No change 8 1 0.0% 0.0% 1878 0 0.0% Q4 2025 Feb 13, 2026
Hughes Financial Services, LLC History No change 7 1 0.0% 0.0% 1881 0 0.0% Q4 2025 Feb 11, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.17% — -34,090 -100.0% Q3 2025 Oct 14, 2025
Johns Hopkins University History Closed out 0 0 — 0.38% — -33,316 -100.0% Q3 2025 Nov 17, 2025
Total Wealth Planning, LLC History Closed out 0 0 — 0.73% — -30,910 -100.0% Q3 2025 Oct 17, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 — 0.01% — -27,839 -100.0% Q3 2025 Nov 13, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.61% — -23,587 -100.0% Q3 2025 Nov 12, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.65% — -22,893 -100.0% Q3 2025 Oct 27, 2025
My Personal CFO, LLC History Closed out 0 0 — 1.48% — -18,811 -100.0% Q3 2025 Oct 21, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 — 0.0% — -15,300 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.0% — -14,826 -100.0% Q3 2025 Nov 14, 2025
RFP Financial Group LLC History Closed out 0 0 — 0.57% — -7,616 -100.0% Q3 2025 Nov 12, 2025
XTX Topco Ltd History Closed out 0 0 — 0.04% — -4,141 -100.0% Q3 2025 Nov 14, 2025
Cornell Pochily Investment Advisors, Inc. History Closed out 0 0 — 0.21% — -3,464 -100.0% Q3 2025 Oct 27, 2025
Wakefield Asset Management LLLP History Closed out 0 0 — 0.18% — -3,311 -100.0% Q3 2025 Nov 13, 2025
Runnymede Capital Advisors, Inc. History Closed out 0 0 — 0.44% — -2,647 -100.0% Q3 2025 Nov 05, 2025
Onyx Bridge Wealth Group LLC History Closed out 0 0 — 0.06% — -2,586 -100.0% Q3 2025 Nov 06, 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History Closed out 0 0 — 0.04% — -2,400 -100.0% Q3 2025 Nov 14, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.03% — -2,107 -100.0% Q3 2025 Nov 12, 2025
McCarthy & Cox History Closed out 0 0 — 0.1% — -2,087 -100.0% Q3 2025 Oct 14, 2025
TLS Advisors LLC History Closed out 0 0 — 1.21% — -2,052 -100.0% Q3 2025 Nov 04, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.03% — -1,660 -100.0% Q3 2025 Nov 12, 2025
RIDGECREST WEALTH PARTNERS, LLC History Closed out 0 0 — 0.14% — -1,480 -100.0% Q3 2025 Oct 14, 2025
Echo Wealth Management, LLC History Closed out 0 0 — 0.17% — -1,423 -100.0% Q3 2025 Oct 22, 2025
Revolve Wealth Partners, LLC History Closed out 0 0 — 0.03% — -1,420 -100.0% Q3 2025 Oct 14, 2025
Andina Capital Management, LLC History Closed out 0 0 — 0.16% — -1,390 -100.0% Q3 2025 Oct 30, 2025
PLANNING ALTERNATIVES LTD /ADV History Closed out 0 0 — 0.04% — -1,373 -100.0% Q3 2025 Nov 12, 2025
Grey Ledge Advisors, LLC History Closed out 0 0 — 0.06% — -1,357 -100.0% Q3 2025 Oct 21, 2025
Bath Savings Trust Co History Closed out 0 0 — 0.02% — -1,240 -100.0% Q3 2025 Oct 09, 2025
MUIRFIELD WEALTH ADVISORS LLC History Closed out 0 0 — 0.19% — -1,232 -100.0% Q3 2025 Nov 12, 2025
LEIGH BALDWIN & CO., LLC History Closed out 0 0 — 0.14% — -1,222 -100.0% Q3 2025 Nov 14, 2025
EVERPAR ADVISORS LLC History Closed out 0 0 — 0.1% — -1,192 -100.0% Q3 2025 Oct 17, 2025
Redwood Investment Management, LLC History Closed out 0 0 — 0.03% — -1,183 -100.0% Q3 2025 Nov 14, 2025
Tarbox Family Office, Inc. History Closed out 0 0 — 0.04% — -1,175 -100.0% Q3 2025 Oct 24, 2025
Twelve Points Wealth Management LLC History Closed out 0 0 — 0.05% — -1,062 -100.0% Q3 2025 Oct 22, 2025
Safeguard Investment Advisory Group, LLC History Closed out 0 0 — 0.05% — -1,052 -100.0% Q3 2025 Nov 13, 2025
Wingate Wealth Advisors, Inc. History Closed out 0 0 — 0.14% — -1,018 -100.0% Q3 2025 Oct 23, 2025
Strategic Wealth Investment Group, LLC History Closed out 0 0 — 0.02% — -1,013 -100.0% Q3 2025 Nov 14, 2025
LaSalle St. Investment Advisors, LLC History Closed out 0 0 — 0.04% — -1,011 -100.0% Q3 2025 Nov 13, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.0% — -859 -100.0% Q3 2025 Nov 13, 2025
WINNOW WEALTH LLC History Closed out 0 0 — 0.13% — -796 -100.0% Q3 2025 Nov 04, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.04% — -766 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.02% — -743 -100.0% Q3 2025 Nov 03, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.08% — -706 -100.0% Q3 2025 Nov 03, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.07% — -489 -100.0% Q3 2025 Nov 06, 2025
North Capital, Inc. History Closed out 0 0 — 0.06% — -397 -100.0% Q3 2025 Oct 09, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -387 -100.0% Q3 2025 Oct 29, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.02% — -377 -100.0% Q3 2025 Oct 21, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.04% — -300 -100.0% Q3 2025 Oct 15, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -213 -100.0% Q3 2025 Nov 07, 2025
RMG Wealth Management LLC History Closed out 0 0 — 0.0% — -170 -100.0% Q3 2025 Oct 30, 2025
Advantage Trust Co History Closed out 0 0 — 0.01% — -149 -100.0% Q3 2025 Nov 03, 2025
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.01% — -65 -100.0% Q3 2025 Nov 17, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2025 Oct 08, 2025
Kozak & Associates, Inc. History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2025 Nov 18, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Jan 12, 2026
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2025 Nov 05, 2025
Beutel, Goodman & Co Ltd. History Closed out 0 0 — 0.0% — -6 -100.0% Q3 2025 Nov 14, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Oct 27, 2025
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 4 0 — — — 0 0.0% Q4 2025 Jan 12, 2026
Realta Investment Advisors History No change 3 0 — — — 0 0.0% Q4 2025 Jan 20, 2026