iSHARES TRUST - IWV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 149 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
SCS Capital Management LLC History Added to 1,874,800 725,266 7.68% 7.71% 1 +8,384 0.45% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Added to 1,572,121 608,175 0.49% 0.01% 2 +1,531,939 3812.5% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,529,174 591,560 0.07% 0.07% 3 +86,450 5.99% Q4 2025 Mar 25, 2026
BlackRock, Inc. History Added to 1,450,129 560,982 0.01% 0.01% 4 +67,247 4.86% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 1,284,822 497,033 0.03% 0.03% 5 -25,267 -1.93% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 1,019,733 394,483 0.05% 0.05% 6 +752 0.07% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 829,251 320,795 0.02% 0.02% 7 +174,313 26.62% Q4 2025 Feb 17, 2026
UNC Management Company, Inc. History Added to 526,768 203,780 18.44% 22.39% 8 +1,465 0.28% Q4 2025 Feb 17, 2026
Pitcairn Wealth Advisors LLC History New 511,769 197,977 17.81% — 9 +511,769 New Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 500,222 193,510 0.05% 0.06% 10 -12,672 -2.47% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 474,049 183,385 0.01% 0.01% 11 -43,539 -8.41% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 179,885 179,885 0.1% — 12 +179,885 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 423,533 163,839 0.04% 0.03% 13 +23,827 5.96% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 394,291 152,531 0.01% 0.01% 14 -1,916 -0.48% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 382,081 147,808 0.02% 0.02% 15 -14,683 -3.7% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Added to 364,394 140,965 0.16% 0.21% 16 +21,635 6.31% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 351,056 135,806 0.02% 0.02% 17 +1,077 0.31% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 346,062 133,873 0.07% 0.08% 18 -3,348 -0.96% Q4 2025 Feb 06, 2026
Evensky & Katz LLC History Reduced 345,905 133,813 7.55% 7.68% 19 -3,535 -1.01% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 312,640 120,944 0.13% 0.14% 20 -8,210 -2.56% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 295,437 114,289 0.02% 0.02% 21 +29,857 11.24% Q4 2025 Feb 13, 2026
TLWM History Reduced 281,190 108,777 19.91% 20.11% 22 -14,152 -4.79% Q4 2025 Jan 12, 2026
Lido Advisors, LLC History Reduced 275,736 106,397 0.32% 0.34% 23 -14,663 -5.05% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 272,375 105,367 0.16% 0.17% 24 -864 -0.32% Q4 2025 Feb 18, 2026
American Family Investments, Inc. History Added to 271,840 105,161 3.78% 0.69% 25 +237,322 687.53% Q4 2025 Feb 04, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 250,978 97,090 0.18% 0.17% 26 +26,038 11.58% Q4 2025 Feb 17, 2026
SENTINEL TRUST CO LBA History Reduced 244,041 94,407 9.3% 9.44% 27 -321 -0.13% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 222,816 85,126 0.12% 0.13% 28 +165 0.07% Q4 2025 Mar 09, 2026
Bricktown Capital, LLC History Added to 201,495 77,948 13.12% 12.52% 29 +975 0.49% Q4 2025 Jan 15, 2026
BLAIR WILLIAM & CO/IL History Added to 198,671 76,855 0.21% 0.2% 30 +3,019 1.54% Q4 2025 Feb 17, 2026
GM Advisory Group, LLC History Reduced 177,357 68,610 2.69% 2.91% 31 -3,026 -1.68% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 174,731 67,594 0.2% 0.2% 32 +3,140 1.83% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 174,191 67,385 0.47% 0.04% 33 +161,432 1265.24% Q4 2025 Feb 18, 2026
BROWN ADVISORY INC History Added to 159,824 61,827 0.09% 0.02% 34 +123,953 345.55% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History No change 159,700 61,779 0.09% 0.11% 35 0 0.0% Q4 2025 Feb 13, 2026
DAVIS R M INC History Added to 159,675 61,770 1.06% 1.06% 36 +65 0.04% Q4 2025 Feb 12, 2026
Calamos Wealth Management LLC History Reduced 157,379 60,882 2.1% 2.43% 37 -20,741 -11.64% Q4 2025 Jan 29, 2026
STEPHENS INC /AR/ History Added to 157,056 60,757 0.76% 0.72% 38 +8,869 5.99% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Added to 156,881 60,689 1.48% 1.29% 39 +22,437 16.69% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Reduced 153,986 59,569 0.07% 0.07% 40 -7,297 -4.52% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History No change 153,477 59,372 4.17% 4.0% 41 0 0.0% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 152,147 58,858 0.48% 0.58% 42 -1,255 -0.82% Q4 2025 Feb 17, 2026
COMMERCE BANK History Reduced 144,869 56,042 0.31% 0.38% 43 -34,165 -19.08% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 144,712 55,982 0.09% 0.1% 44 -24,602 -14.53% Q4 2025 Feb 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 140,613 54,396 0.02% 0.02% 45 +11,817 9.17% Q4 2025 Feb 18, 2026
FFT WEALTH MANAGEMENT LLC History Added to 136,681 52,875 10.07% 9.5% 46 +183 0.13% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Reduced 135,038 52,239 0.01% 0.01% 47 -99 -0.07% Q4 2025 Feb 11, 2026
Ballentine Partners, LLC History Reduced 131,695 50,946 0.72% 0.88% 48 -34,911 -20.95% Q4 2025 Feb 03, 2026
Mill Creek Capital Advisors, LLC History Reduced 128,714 49,793 1.01% 1.01% 49 -634 -0.49% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Reduced 125,252 48,453 1.02% 1.15% 50 -1,624 -1.28% Q4 2025 Jan 28, 2026
Wind River Trust Co History No change 124,042 47,985 17.92% 17.38% 51 0 0.0% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 118,398 45,801 0.01% — 52 +118,398 New Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 117,601 45,493 0.19% 0.2% 53 -736 -0.62% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 113,347 43,848 0.01% 0.01% 54 +26,067 29.87% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Reduced 110,352 42,689 0.95% 1.66% 55 -19,828 -15.23% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 103,654 40,098 0.02% 0.02% 56 +22,372 27.52% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 103,513 40,044 0.02% 0.03% 57 +2,819 2.8% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 101,977 39,449 0.5% 0.51% 58 +311 0.31% Q4 2025 Feb 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 99,019 38,305 0.05% 0.05% 59 -599 -0.6% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 98,676 38,194 0.06% 0.05% 60 -3,239 -3.18% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 98,467 38,091 0.05% 0.05% 61 +4,319 4.59% Q4 2025 Feb 13, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 97,673 37,784 15.14% 17.52% 62 +161 0.17% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 94,846 36,691 0.42% 0.38% 63 +36,843 63.52% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Reduced 88,516 34,242 0.01% 0.01% 64 -1,033 -1.15% Q4 2025 Feb 12, 2026
COMERICA BANK History Reduced 86,282 33,378 0.13% 0.12% 65 -108 -0.13% Q4 2025 Jan 29, 2026
Provenance Wealth Advisors, LLC History Reduced 82,693 31,989 3.55% 4.16% 66 -2,281 -2.68% Q4 2025 Jan 26, 2026
Waldron Private Wealth LLC History Reduced 82,402 31,877 1.26% 1.35% 67 -5,523 -6.28% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 82,385 31,871 0.47% 0.5% 68 -4,323 -4.99% Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History Reduced 79,930 30,921 0.2% 0.21% 69 -573 -0.71% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Reduced 79,633 30,806 0.04% 0.04% 70 -4,602 -5.46% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 76,804 29,711 0.05% 0.05% 71 +15,353 24.98% Q4 2025 Mar 16, 2026
Tanglewood Wealth Management, Inc. History Reduced 74,744 28,914 2.65% 2.65% 72 -438 -0.58% Q4 2025 Jan 29, 2026
Great Diamond Partners, LLC History Reduced 74,019 28,634 5.51% 5.63% 73 -2,607 -3.4% Q4 2025 Feb 06, 2026
Laird Norton Wetherby Trust Company, LLC History New 71,885 27,808 0.58% — 74 +71,885 New Q4 2025 Feb 17, 2026
Finley Financial, LLC History Reduced 71,838 27,790 12.73% 12.69% 75 -532 -0.74% Q4 2025 Jan 21, 2026
FIRST TRUST ADVISORS LP History New 71,474 27,649 0.02% — 76 +71,474 New Q4 2025 Feb 13, 2026
Portfolio Strategies, Inc. History Reduced 71,095 27,502 3.18% 3.26% 77 -2,880 -3.89% Q4 2025 Jan 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 69,869 27,028 0.06% 0.07% 78 -3,165 -4.33% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 68,299 26,421 0.15% 0.16% 79 -890 -1.29% Q4 2025 Feb 10, 2026
Brooklyn FI, LLC History Reduced 67,934 26,280 5.62% 6.49% 80 -8,415 -11.02% Q4 2025 Jan 21, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 67,262 26,020 1.37% 1.56% 81 +1,313 1.99% Q4 2025 Jan 26, 2026
FIFTH THIRD BANCORP History Reduced 67,068 25,945 0.08% 0.08% 82 -204 -0.3% Q4 2025 Feb 02, 2026
EPIQ PARTNERS, LLC History Added to 62,864 24,318 11.34% 10.71% 83 +3,087 5.16% Q4 2025 Jan 07, 2026
Stairway Partners, LLC History Reduced 58,578 22,660 1.17% 1.25% 84 -3,666 -5.89% Q4 2025 Jan 05, 2026
Truepoint, Inc. History Reduced 58,557 22,652 0.51% 0.52% 85 -992 -1.67% Q4 2025 Feb 11, 2026
Trajan Wealth LLC History Reduced 58,111 22,480 0.94% 0.98% 86 -1,776 -2.97% Q4 2025 Feb 06, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 57,938 22,413 0.18% 0.2% 87 -5,237 -8.29% Q4 2025 Feb 13, 2026
Diversified Portfolios, Inc. History Reduced 56,470 21,845 1.82% 1.93% 88 -1,227 -2.13% Q4 2025 Feb 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 56,340 21,794 0.29% 0.3% 89 -837 -1.46% Q4 2025 Jan 30, 2026
Strategic Equity Management History Added to 56,009 21,667 7.35% 7.74% 90 +867 1.57% Q4 2025 Feb 09, 2026
Greenspring Advisors, LLC History New 54,247 20,985 1.29% — 91 +54,247 New Q4 2025 Feb 10, 2026
Compass Financial Group, Inc. History Reduced 51,590 19,957 8.81% 8.87% 92 -548 -1.05% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Added to 51,268 19,832 0.03% 0.02% 93 +13,689 36.43% Q4 2025 Feb 02, 2026
O'Brien Wealth Partners LLC History Added to 50,376 19,487 2.58% 2.59% 94 +5 0.01% Q4 2025 Jan 22, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 49,207 19,362 0.4% 0.45% 95 -6,000 -10.87% Q4 2025 Jan 26, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 49,795 19,263 0.36% 0.38% 96 -367 -0.73% Q4 2025 Feb 10, 2026
Moss Adams Wealth Advisors LLC History Reduced 48,986 18,950 1.37% 1.46% 97 -484 -0.98% Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Reduced 48,874 18,906 0.15% 0.19% 98 -47,868 -49.48% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 47,919 18,537 0.21% 0.25% 99 -7,369 -13.33% Q4 2025 Jan 15, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History Reduced 47,841 18,507 9.38% 12.81% 100 -14,670 -23.47% Q4 2025 Jan 29, 2026
Balentine LLC History Reduced 46,785 18,098 0.69% 0.69% 101 -2,431 -4.94% Q4 2025 Feb 02, 2026
NEPC LLC History Added to 45,961 17,780 0.38% 0.28% 102 +18,112 65.04% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 45,901 17,757 0.01% 0.01% 103 -2,658 -5.47% Q4 2025 Feb 10, 2026
KDK Private Wealth Management, LLC History Added to 45,121 17,454 15.24% 17.15% 104 +466 1.04% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 44,679 17,284 0.01% 0.01% 105 +770 1.75% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 43,425 16,799 0.1% 0.12% 106 +615 1.44% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 42,217 16,612 0.02% 0.02% 107 +1,399 3.43% Q4 2025 Jan 08, 2026
Fund Evaluation Group, LLC History Reduced 42,519 16,448 0.54% 0.6% 108 -1,010 -2.32% Q4 2025 Feb 11, 2026
Crestwood Advisors Group, LLC History Reduced 42,515 16,446 0.27% 0.28% 109 -957 -2.2% Q4 2025 Feb 03, 2026
CWM, LLC History Reduced 41,779 16,162 0.04% 0.05% 110 -207 -0.49% Q4 2025 Jan 26, 2026
Creative Planning History Added to 41,692 16,128 0.01% 0.01% 111 +3,492 9.14% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History No change 41,229 15,949 0.71% 0.73% 112 0 0.0% Q4 2025 Jan 27, 2026
Embree Financial Group History Reduced 40,712 15,749 1.93% 3.62% 113 -30,476 -42.81% Q4 2025 Jan 14, 2026
Kestra Advisory Services, LLC History Added to 40,198 15,550 0.06% 0.07% 114 +315 0.79% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Reduced 39,912 15,439 0.33% 0.35% 115 -4 -0.01% Q4 2025 Feb 13, 2026
MONEYWISE, INC. History Added to 39,534 15,293 6.36% 6.63% 116 +885 2.29% Q4 2025 Feb 05, 2026
FIRST NATIONAL TRUST CO History Reduced 38,336 14,830 0.49% 0.5% 117 -94 -0.24% Q4 2025 Feb 09, 2026
Ipswich Investment Management Co., Inc. History Added to 38,324 14,825 3.43% 3.3% 118 +1,059 2.84% Q4 2025 Jan 16, 2026
HANOVER ADVISORS INC History Reduced 38,315 14,822 5.75% 5.74% 119 -705 -1.81% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 38,072 14,727 0.12% — 120 +38,072 New Q4 2025 Feb 17, 2026
Tanager Wealth Management LLP History Reduced 36,835 14,249 1.42% 1.54% 121 -1,973 -5.08% Q4 2025 Jan 26, 2026
Roble, Belko & Company, Inc History Reduced 36,119 13,973 1.83% 1.87% 122 -231 -0.64% Q4 2025 Jan 12, 2026
Quantinno Capital Management LP History Added to 35,307 13,658 0.03% 0.03% 123 +2,872 8.85% Q4 2025 Feb 17, 2026
Allen Investment Management, LLC History Reduced 35,131 13,590 0.15% 0.15% 124 -194 -0.55% Q4 2025 Feb 10, 2026
Conservest Capital Advisors, Inc. History Reduced 34,507 13,348 1.2% 1.3% 125 -2,574 -6.94% Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Reduced 33,246 12,861 0.72% 0.84% 126 -4,705 -12.4% Q4 2025 Jan 14, 2026
CIBC Private Wealth Group LLC History Added to 32,369 12,521 0.02% 0.02% 127 +683 2.16% Q4 2025 Feb 12, 2026
BigSur Wealth Management LLC History No change 31,700 12,263 2.97% 2.94% 128 0 0.0% Q4 2025 Jan 27, 2026
STIFEL FINANCIAL CORP History Added to 30,960 11,977 0.01% 0.01% 129 +3,256 11.75% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 30,791 11,911 0.16% 0.18% 130 -2,042 -6.22% Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 29,847 11,546 0.43% 0.45% 131 +83 0.28% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 29,701 11,489 0.02% 0.0% 132 +29,669 92715.63% Q4 2025 Feb 12, 2026
jvl associates llc History No change 29,127 11,267 3.67% 3.65% 133 0 0.0% Q4 2025 Jan 09, 2026
GLENMEDE TRUST CO NA History New 28,152 10,890 0.05% — 134 +28,152 New Q4 2025 Feb 17, 2026
Post Resch Tallon Group Inc. History Added to 26,973 10,434 8.81% 8.04% 135 +2,996 12.5% Q4 2025 Jan 09, 2026
Apella Capital, LLC History Added to 26,542 10,267 0.2% 0.05% 136 +20,350 328.65% Q4 2025 Jan 21, 2026
ALLIANCEBERNSTEIN L.P. History Added to 26,499 10,251 0.0% 0.0% 137 +601 2.32% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 26,066 10,083 0.02% 0.02% 138 -1,585 -5.73% Q4 2025 Jan 15, 2026
One Day In July LLC History Added to 25,730 9,953 0.82% 0.82% 139 +189 0.74% Q4 2025 Feb 04, 2026
Pathstone Holdings, LLC History New 25,666 9,929 0.04% — 140 +25,666 New Q4 2025 Feb 13, 2026
LM Advisors LLC History Reduced 3,818 9,869 0.18% 0.54% 141 -6,031 -61.23% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 25,026 9,681 0.01% 0.01% 142 +3,096 14.12% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 24,980 9,663 0.03% 0.02% 143 +3,856 18.25% Q4 2025 Feb 05, 2026
VANGUARD GROUP INC History No change 24,806 9,596 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 29, 2026
REBALANCE, LLC History Added to 24,696 9,553 0.56% 0.56% 145 +44 0.18% Q4 2025 Jan 15, 2026
Humankind Investments LLC History No change 24,570 9,504 4.26% 2.13% 146 0 0.0% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Reduced 24,515 9,483 0.27% 0.3% 147 -951 -3.73% Q4 2025 Jan 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 24,467 9,465 0.03% 0.03% 148 +12 0.05% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 24,442 9,455 0.13% 0.12% 149 +2,318 10.48% Q4 2025 Feb 17, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 23,345 9,031 4.1% 4.26% 150 -15 -0.06% Q4 2025 Jan 16, 2026
FIDUCIARY TRUST CO History Reduced 23,017 8,904 0.1% 0.1% 151 -239 -1.03% Q4 2025 Feb 13, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 22,880 8,851 0.58% 0.6% 152 0 0.0% Q4 2025 Jan 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 22,358 8,649 0.0% 0.0% 153 -2,552 -10.24% Q4 2025 Feb 17, 2026
Running Point Capital Advisors, LLC History Reduced 22,315 8,632 2.35% 2.28% 154 -175 -0.78% Q4 2025 Feb 17, 2026
Circle Wealth Management, LLC History No change 22,161 8,572 0.13% 0.16% 155 0 0.0% Q4 2025 Feb 13, 2026
St. Louis Trust Co History Reduced 21,875 8,462 0.97% 1.04% 156 -76 -0.35% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO History Added to 21,443 8,437 0.09% 0.08% 157 +2,400 12.6% Q4 2025 Jan 26, 2026
Wilmington Savings Fund Society, FSB History Added to 21,505 8,319 0.2% 0.19% 158 +190 0.89% Q4 2025 Feb 12, 2026
LCNB CORP History Reduced 21,298 8,239 2.76% 2.87% 159 -345 -1.59% Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 21,025 8,133 0.04% 0.03% 160 +9,118 76.58% Q4 2025 Feb 11, 2026
Sheridan Capital Management, LLC History Added to 20,789 8,042 4.08% 4.03% 161 +631 3.13% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Added to 20,425 7,901 0.01% 0.01% 162 +19 0.09% Q4 2025 Feb 13, 2026
Legacy Trust History Reduced 19,664 7,607 1.42% 1.49% 163 -245 -1.23% Q4 2025 Jan 22, 2026
NewEdge Advisors, LLC History Added to 19,645 7,599 0.03% 0.02% 164 +6,500 49.45% Q4 2025 Feb 18, 2026
Mueller Wealth, LLC History New 19,536 7,557 6.25% — 165 +19,536 New Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Added to 18,863 7,297 0.02% 0.02% 166 +2,032 12.07% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 18,636 7,241 0.21% 0.18% 167 +11,024 144.82% Q4 2025 Feb 13, 2026
Moran Wealth Management, LLC History New 18,660 7,218 0.22% — 168 +18,660 New Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 18,524 7,166 0.05% 0.05% 169 +56 0.3% Q4 2025 Feb 12, 2026
Jordan Park Group LLC History Reduced 18,515 7,162 0.41% 0.41% 170 -411 -2.17% Q4 2025 Feb 10, 2026
Cedar Wealth Management, LLC History Added to 18,390 7,114 2.13% 2.06% 171 +665 3.75% Q4 2025 Feb 06, 2026
Triune Financial Partners, LLC History Reduced 17,714 6,955 1.63% 1.7% 172 -137 -0.77% Q4 2025 Feb 02, 2026
WEST PACES ADVISORS INC. History Reduced 17,936 6,938 1.34% 1.42% 173 -935 -4.95% Q4 2025 Jan 21, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 17,803 6,887 0.33% 0.35% 174 -1,286 -6.74% Q4 2025 Jan 23, 2026
U.S. Capital Wealth Advisors, LLC History Added to 17,756 6,868 0.18% 0.17% 175 +704 4.13% Q4 2025 Jan 23, 2026
Elyxium Wealth, LLC History No change 17,730 6,858 1.9% 2.34% 176 0 0.0% Q4 2025 Feb 05, 2026
WHI TRUST Co LLC History New 17,645 6,825 5.26% — 177 +17,645 New Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 17,121 6,623 0.03% — 178 +17,121 New Q4 2025 Feb 18, 2026
Ascent Wealth Partners, LLC History Added to 17,043 6,593 0.76% 0.69% 179 +1,246 7.89% Q4 2025 Feb 02, 2026
BTC Capital Management, Inc. History Reduced 16,691 6,456 0.45% 0.46% 180 -876 -4.99% Q4 2025 Jan 15, 2026
Gilbert & Cook, Inc. History Added to 16,583 6,415 0.81% 0.81% 181 +8 0.05% Q4 2025 Jan 07, 2026
Winthrop Advisory Group LLC History Reduced 16,525 6,392 0.54% 0.57% 182 -604 -3.53% Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Added to 16,028 6,200 0.03% 0.03% 183 +4,354 37.3% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 15,868 6,138 0.12% 0.12% 184 -219 -1.36% Q4 2025 Feb 05, 2026
Aries Wealth Management History No change 15,294 5,916 1.31% 1.37% 185 0 0.0% Q4 2025 Jan 30, 2026
Sterling Capital Management LLC History Added to 15,201 5,880 0.1% 0.04% 186 +7,886 107.81% Q4 2025 Feb 13, 2026
Curi Capital, LLC History Added to 15,178 5,871 0.1% 0.08% 187 +3,455 29.47% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 14,930 5,863 0.14% 0.15% 188 +639 4.47% Q4 2025 Jan 28, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 14,900 5,764 0.22% 0.21% 189 +38 0.26% Q4 2025 Feb 13, 2026
Midwest Professional Planners, LTD. History Added to 14,722 5,695 1.35% 1.31% 190 +512 3.6% Q4 2025 Feb 06, 2026
Financial Council, LLC History Reduced 14,660 5,671 2.26% 2.47% 191 -10 -0.07% Q4 2025 Feb 05, 2026
Valeo Financial Advisors, LLC History Added to 14,607 5,650 0.13% 0.12% 193 +190 1.32% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Added to 14,606 5,650 0.44% 0.44% 192 +47 0.32% Q4 2025 Feb 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 14,597 5,646 0.09% 0.1% 194 0 0.0% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 14,560 5,632 0.03% 0.03% 195 +171 1.19% Q4 2025 Feb 17, 2026
William Howard & Co Financial Advisors Inc History Reduced 14,271 5,520 4.65% 4.62% 196 -49 -0.34% Q4 2025 Jan 21, 2026
TUDOR INVESTMENT CORP ET AL History Added to 14,150 5,473 0.01% 4.65% 197 +11,504 434.77% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 14,041 5,431 0.04% 0.04% 198 -407 -2.82% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Reduced 13,740 5,315 0.09% 0.07% 199 -235 -1.68% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 13,544 5,239 0.19% 0.18% 200 +877 6.92% Q4 2025 Jan 21, 2026
Aquire Wealth Advisors, LLC History Reduced 13,402 5,184 1.35% 1.29% 201 -418 -3.02% Q4 2025 Jan 07, 2026
Greenline Partners, LLC History No change 13,244 5,123 0.59% 0.61% 202 0 0.0% Q4 2025 Feb 17, 2026
MPS Loria Financial Planners, LLC History Added to 12,719 4,920 1.26% 1.26% 203 +193 1.54% Q4 2025 Feb 03, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 12,672 4,902 0.24% 0.37% 204 -6,425 -33.64% Q4 2025 Feb 11, 2026
ANCHYRA PARTNERS LLC History New 12,666 4,899 1.5% — 205 +12,666 New Q4 2025 Jan 29, 2026
Savvy Advisors, Inc. History Reduced 12,581 4,866 0.16% 0.22% 206 -117 -0.92% Q4 2025 Jan 20, 2026
Prime Capital Investment Advisors, LLC History Added to 12,299 4,757 0.06% 0.06% 207 +82 0.67% Q4 2025 Jan 21, 2026
New Republic Capital, LLC History Added to 12,255 4,740 1.26% 1.34% 208 +720 6.24% Q4 2025 Feb 10, 2026
Lutz Financial Services LLC History Reduced 12,175 4,709 0.32% 0.35% 210 -491 -3.88% Q4 2025 Feb 06, 2026
Blue Fin Capital, Inc. History Reduced 12,174 4,709 0.73% 0.73% 209 -3 -0.02% Q4 2025 Jan 23, 2026
Intelligence Driven Advisers, LLC History Reduced 11,825 4,574 0.65% 0.65% 211 -605 -4.87% Q4 2025 Jan 23, 2026
HRT FINANCIAL LP History Added to 11,735 4,539 0.01% 0.02% 212 +932 8.63% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History Reduced 11,405 4,412 0.19% 0.23% 213 -1,763 -13.39% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Reduced 11,293 4,368 0.05% 0.07% 214 -5,733 -33.67% Q4 2025 Feb 11, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 11,253 4,353 0.5% 0.55% 215 -107 -0.94% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 11,169 4,320 0.02% 0.02% 216 +3,335 42.57% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 10,954 4,237 0.41% 0.08% 217 +8,761 399.5% Q4 2025 Jan 13, 2026
First Heartland Consultants, Inc. History Reduced 10,873 4,206 0.32% 0.33% 218 -11 -0.1% Q4 2025 Jan 09, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 10,758 4,161 1.75% 1.73% 219 +303 2.9% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 10,701 4,139 0.03% 0.03% 220 +308 2.96% Q4 2025 Feb 17, 2026
Single Point Partners, LLC History Added to 10,683 4,132 0.82% 0.82% 221 +8 0.07% Q4 2025 Jan 26, 2026
Chesapeake Wealth Management History Reduced 10,419 4,030 1.2% 1.23% 222 -190 -1.79% Q4 2025 Feb 03, 2026
CERTUITY, LLC History Added to 10,263 3,970 0.25% 0.27% 223 +22 0.21% Q4 2025 Jan 30, 2026
SAX WEALTH ADVISORS, LLC History Reduced 10,148 3,925 0.18% 0.21% 224 -72 -0.7% Q4 2025 Jan 12, 2026
McClarren Financial Advisors, Inc. History Reduced 6,477 3,922 2.34% 2.42% 225 -660 -9.25% Q4 2025 Jan 13, 2026
Zhang Financial LLC History Reduced 10,050 3,887 0.14% 0.16% 226 -50 -0.5% Q4 2025 Feb 10, 2026
Stratos Wealth Partners, LTD. History Reduced 9,920 3,837 0.04% 0.05% 227 -987 -9.05% Q4 2025 Jan 20, 2026
Simmons Bank History Reduced 9,852 3,810 0.25% 0.28% 228 -1,174 -10.65% Q4 2025 Feb 05, 2026
Sand Hill Global Advisors, LLC History Reduced 9,722 3,761 0.13% 0.13% 229 -80 -0.82% Q4 2025 Feb 12, 2026
ALESCO ADVISORS LLC History No change 9,608 3,716 0.1% 0.1% 230 0 0.0% Q4 2025 Jan 28, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 9,405 3,638 0.02% 0.02% 231 +2 0.02% Q4 2025 Jan 13, 2026
Institute for Wealth Management, LLC. History No change 9,363 3,622 0.38% 0.37% 232 0 0.0% Q4 2025 Jan 27, 2026
WASHINGTON TRUST Co History Reduced 9,249 3,577 0.12% 0.12% 233 -178 -1.89% Q4 2025 Feb 10, 2026
Family Office Research LLC History Reduced 9,042 3,529 1.44% 1.51% 234 -45 -0.5% Q4 2025 Feb 09, 2026
Lakeshore Financial Planning, Inc. History Reduced 9,106 3,522 1.26% 1.28% 235 -18 -0.2% Q4 2025 Feb 17, 2026
Tolleson Wealth Management, Inc. History No change 9,066 3,507 0.51% 0.53% 236 0 0.0% Q4 2025 Feb 17, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 9,023 3,490 0.38% 0.39% 237 +14 0.16% Q4 2025 Feb 18, 2026
Wedmont Private Capital History Added to 8,855 3,473 0.12% 0.12% 238 +18 0.2% Q4 2025 Jan 08, 2026
M&T BANK CORP History Reduced 8,924 3,452 0.01% 0.01% 239 -20 -0.22% Q4 2025 Jan 30, 2026
Foundation Wealth Management, LLC\PA History Reduced 8,768 3,391 1.23% 1.36% 240 -518 -5.58% Q4 2025 Jan 15, 2026
Janney Montgomery Scott LLC History Added to 8,748 3,384 0.01% 0.01% 241 +2,710 44.88% Q4 2025 Feb 11, 2026
Fiduciary Wealth Partners, LLC History Reduced 8,663 3,351 1.37% 1.47% 242 -572 -6.19% Q4 2025 Jan 28, 2026
FIRST HAWAIIAN BANK History Reduced 8,506 3,290 0.44% 0.42% 243 -129 -1.49% Q4 2025 Jan 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 8,434 3,262 0.32% 0.33% 244 -90 -1.06% Q4 2025 Jan 20, 2026
BOK Financial Private Wealth, Inc. History Reduced 8,374 3,239 0.2% 0.21% 245 -378 -4.32% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 8,332 3,223 0.0% 0.0% 246 -11,299 -57.56% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History No change 8,223 3,180 0.14% 0.13% 247 0 0.0% Q4 2025 Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Reduced 8,190 3,168 1.61% 1.7% 248 -287 -3.39% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 8,090 3,130 0.03% 0.01% 249 +4,988 160.8% Q4 2025 Jan 05, 2026
Evelyn Partners Asset Management Ltd History Added to 8,085 3,127 0.73% 0.69% 250 +7 0.09% Q4 2025 Feb 13, 2026
Chokshi & Queen Wealth Advisors, Inc History Reduced 7,966 3,081 1.61% 1.66% 251 -333 -4.01% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 7,887 3,051 0.03% 0.04% 252 +57 0.73% Q4 2025 Feb 03, 2026
CITY HOLDING CO History Reduced 7,856 3,038 0.37% 0.39% 253 -274 -3.37% Q4 2025 Jan 22, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 7,680 2,971 0.0% 0.0% 254 +1,380 21.9% Q4 2025 Feb 12, 2026
Mosaic Advisors LLC History Reduced 7,603 2,941 5.64% 8.01% 255 -1,126 -12.9% Q4 2025 Feb 18, 2026
Vise Technologies, Inc. History Added to 7,581 2,932 0.06% 0.01% 256 +6,559 641.78% Q4 2025 Feb 11, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 7,556 2,922 0.37% 0.37% 257 -51 -0.67% Q4 2025 Feb 06, 2026
Stratos Wealth Advisors, LLC History Added to 7,535 2,915 0.14% 0.14% 258 +80 1.07% Q4 2025 Jan 20, 2026
Financial Engines Advisors L.L.C. History Reduced 7,466 2,888 0.01% 0.01% 259 -552 -6.88% Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History New 7,365 2,849 0.02% — 260 +7,365 New Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 7,356 2,845 0.04% 0.04% 261 -45 -0.61% Q4 2025 Feb 09, 2026
Renasant Bank History No change 7,326 2,834 1.92% 1.76% 262 0 0.0% Q4 2025 Jan 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 7,273 2,813 0.01% 0.01% 263 -1,481 -16.92% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Reduced 7,267 2,811 0.08% 0.09% 264 -985 -11.94% Q4 2025 Feb 10, 2026
PRUDENTIAL FINANCIAL INC History Reduced 6,980 2,720 0.0% 0.01% 265 -6,980 -50.0% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Reduced 6,990 2,703 0.47% 1.03% 266 -1,623 -18.84% Q4 2025 Jan 26, 2026
Fonville Wealth Management LLC History Reduced 6,986 2,702 0.55% 0.62% 267 -242 -3.35% Q4 2025 Jan 23, 2026
Badgley Phelps Wealth Managers, LLC History Added to 6,776 2,621 0.05% 0.05% 268 +167 2.53% Q4 2025 Jan 28, 2026
CITADEL ADVISORS LLC History Added to 6,731 2,603 0.0% 0.0% 269 +873 14.9% Q4 2025 Feb 17, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 6,724 2,601 0.96% 1.01% 270 -316 -4.49% Q4 2025 Feb 17, 2026
IMA Advisory Services, Inc. History No change 6,690 2,588 0.25% 0.26% 271 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 6,674 2,582 0.02% — 272 +6,674 New Q4 2025 Feb 18, 2026
American State Bank (Iowa) History New 6,471 2,503 1.2% — 273 +6,471 New Q4 2025 Apr 14, 2026
Signature Resources Capital Management, LLC History No change 6,380 2,468 1.25% 1.32% 274 0 0.0% Q4 2025 Jan 21, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 6,331 2,449 0.13% 0.14% 275 0 0.0% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History Reduced 6,300 2,437 0.09% 0.09% 276 -35 -0.55% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,282 2,430 0.01% 0.01% 277 0 0.0% Q4 2025 Feb 12, 2026
Meridian Financial Partners LLC History Reduced 6,194 2,422 0.96% 0.99% 278 -37 -0.59% Q4 2025 Feb 05, 2026
OpenArc Corporate Advisory, LLC History New 6,244 2,415 0.04% — 279 +6,244 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 6,229 2,409 0.03% 0.03% 280 -174 -2.72% Q4 2025 Jan 21, 2026
SouthState Bank Corp History Added to 6,220 2,406 0.11% 0.11% 281 +12 0.19% Q4 2025 Feb 11, 2026
OneAscent Financial Services LLC History New 6,197 2,397 0.22% — 282 +6,197 New Q4 2025 Feb 11, 2026
Portland Global Advisors LLC History Added to 6,067 2,347 0.25% 0.22% 283 +792 15.01% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History No change 5,907 2,285 0.12% 0.12% 284 0 0.0% Q4 2025 Feb 11, 2026
Rialto Wealth Management, LLC History Reduced 5,871 2,271 0.54% 0.64% 285 -688 -10.49% Q4 2025 Jan 12, 2026
Avant Financial Advisors LLC History Added to 5,838 2,258 1.62% 1.63% 286 +126 2.21% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Added to 5,804 2,245 0.13% 0.09% 287 +109 1.91% Q4 2025 Jan 30, 2026
Yardley Wealth Management LLC History Reduced 5,759 2,228 1.18% 1.23% 288 -45 -0.78% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 5,719 2,212 0.02% 0.02% 289 +60 1.06% Q4 2025 Feb 13, 2026
Nvest Financial, LLC History Added to 5,706 2,207 0.92% 1.24% 290 +16 0.28% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 5,599 2,166 0.06% 0.06% 291 +234 4.36% Q4 2025 Jan 30, 2026
Verum Partners LLC History No change 5,539 2,142 0.43% 0.45% 292 0 0.0% Q4 2025 Jan 14, 2026
Castle Rock Wealth Management, LLC History Reduced 5,470 2,130 0.46% 0.67% 293 -2,549 -31.79% Q4 2025 Feb 05, 2026
Garde Capital, Inc. History New 5,502 2,128 0.13% — 294 +5,502 New Q4 2025 Feb 10, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 5,500 2,127 0.24% 0.25% 295 -48 -0.87% Q4 2025 Jan 14, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 5,495 2,125 1.41% 1.41% 296 -9 -0.16% Q4 2025 Jan 09, 2026
CENTRAL TRUST Co History No change 5,484 2,121 0.04% 0.04% 297 0 0.0% Q4 2025 Feb 02, 2026
Independence Bank of Kentucky History Reduced 5,479 2,119 0.26% 0.27% 298 -141 -2.51% Q4 2025 Jan 20, 2026
Wealth Architects, LLC History Reduced 5,430 2,100 0.19% 0.2% 299 -65 -1.18% Q4 2025 Feb 17, 2026
Cambria Investment Management, L.P. History No change 5,419 2,096 0.12% 0.12% 300 0 0.0% Q4 2025 Feb 17, 2026
Heritage Financial Services, LLC History Reduced 5,232 2,024 0.17% 0.18% 301 -163 -3.02% Q4 2025 Feb 02, 2026
BCS Private Wealth Management, Inc. History Reduced 5,211 2,015 0.69% 0.71% 302 -30 -0.57% Q4 2025 Jan 26, 2026
BEACON FINANCIAL GROUP History New 5,186 2,006 0.2% — 303 +5,186 New Q4 2025 Apr 01, 2026
XPONANCE LLC History Reduced 5,181 2,004 0.02% 0.03% 304 -5,441 -51.22% Q4 2025 Feb 12, 2026
High Probability Advisors, LLC History No change 5,180 2,003 0.27% 0.27% 305 0 0.0% Q4 2025 Jan 29, 2026
McGlone Suttner Wealth Management, Inc. History New 5,172 2,000 0.27% — 306 +5,172 New Q4 2025 Jan 15, 2026
Bakala Capital LLC History New 5,165 1,998 9.45% — 307 +5,165 New Q4 2025 Feb 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 5,147 1,991 0.03% — 308 +5,147 New Q4 2025 Feb 12, 2026
&PARTNERS History Added to 5,123 1,981 0.01% 0.01% 309 +2,359 85.35% Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 5,106 1,975 0.36% 0.02% 310 +1,258 32.69% Q4 2025 Mar 04, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 5,093 1,970 0.12% 0.11% 311 +166 3.37% Q4 2025 Feb 17, 2026
waypoint wealth counsel History Added to 5,050 1,953 0.72% 0.72% 313 +205 4.23% Q4 2025 Jan 28, 2026
MANCHESTER FINANCIAL INC History No change 5,051 1,953 0.37% 0.38% 312 0 0.0% Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 4,984 1,928 0.07% 0.07% 314 -17 -0.34% Q4 2025 Feb 02, 2026
Dakota Wealth Management History Added to 4,964 1,920 0.03% 0.01% 315 +3,096 165.74% Q4 2025 Jan 13, 2026
Ledyard National Bank History Reduced 4,911 1,899 0.16% 0.17% 316 -20 -0.41% Q4 2025 Jan 21, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 4,855 1,878 0.02% 0.01% 317 +3,287 209.63% Q4 2025 Feb 02, 2026
Jaffetilchin Investment Partners, LLC History Reduced 4,847 1,874 0.11% 0.11% 318 -12 -0.25% Q4 2025 Jan 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 4,813 1,862 0.12% 0.12% 319 +9 0.19% Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 4,750 1,837 0.08% 0.08% 320 0 0.0% Q4 2025 Feb 17, 2026
Cohen Capital Management, Inc. History No change 4,637 1,793 0.27% 0.27% 321 0 0.0% Q4 2025 Jan 20, 2026
Sanctuary Advisors, LLC History Added to 4,617 1,786 0.01% 0.01% 322 +381 8.99% Q4 2025 Jan 29, 2026
GC Wealth Management RIA, LLC History No change 4,548 1,759 0.06% 0.06% 323 0 0.0% Q4 2025 Jan 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,535 1,754 0.01% 0.01% 324 -24 -0.53% Q4 2025 Feb 12, 2026
Chesley Taft & Associates LLC History Added to 4,508 1,743 0.07% 0.07% 325 +170 3.92% Q4 2025 Jan 14, 2026
MOTIVE WEALTH ADVISORS History No change 4,508 1,743 0.74% 0.74% 326 0 0.0% Q4 2025 Jan 15, 2026
Timonier Family Office, LTD. History No change 4,468 1,728 0.55% 0.55% 327 0 0.0% Q4 2025 Feb 04, 2026
Dunhill Financial, LLC History Reduced 4,402 1,703 0.42% 0.44% 329 -74 -1.65% Q4 2025 Jan 29, 2026
BIP Wealth, LLC History No change 4,405 1,703 0.06% 0.08% 328 0 0.0% Q4 2025 Jan 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 4,377 1,693 0.1% 0.06% 330 +1,701 63.57% Q4 2025 Jan 20, 2026
CVA Family Office, LLC History No change 4,348 1,682 0.19% 0.21% 331 0 0.0% Q4 2025 Jan 12, 2026
KilterHowling LLC History Reduced 4,306 1,665 0.84% 1.1% 332 -924 -17.67% Q4 2025 Feb 13, 2026
Tennessee Valley Asset Management Partners History No change 4,249 1,643 0.21% 0.22% 333 0 0.0% Q4 2025 Feb 05, 2026
Evercore Wealth Management, LLC History Added to 4,232 1,637 0.02% 0.02% 334 +90 2.17% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 4,228 1,635 0.02% 0.02% 335 -470 -10.0% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History No change 4,226 1,634 0.03% 0.03% 336 0 0.0% Q4 2025 Jan 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 4,163 1,610 0.01% — 338 +4,163 New Q4 2025 Feb 18, 2026
D.A. DAVIDSON & CO. History Reduced 4,162 1,610 0.01% 0.01% 337 -18 -0.43% Q4 2025 Jan 29, 2026
New England Private Wealth Advisors LLC History Reduced 4,157 1,607 0.2% 0.23% 339 -388 -8.54% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 4,142 1,603 0.02% 0.02% 340 0 0.0% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 4,123 1,594 0.02% 0.02% 341 +230 5.91% Q4 2025 Feb 04, 2026
12th Street Asset Management Company, LLC History New 4,049 1,566 0.26% — 342 +4,049 New Q4 2025 Feb 09, 2026
Steward Partners Investment Advisory, LLC History Added to 3,965 1,533 0.01% 0.01% 343 +176 4.65% Q4 2025 Feb 12, 2026
Well Done, LLC History Reduced 3,946 1,526 0.23% 0.27% 344 -246 -5.87% Q4 2025 Jan 13, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 3,912 1,513 0.42% 0.43% 345 +7 0.18% Q4 2025 Jan 23, 2026
Abacus Planning Group, Inc. History No change 3,882 1,501 0.2% 0.2% 346 0 0.0% Q4 2025 Jan 16, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 3,860 1,493 0.13% 0.13% 347 0 0.0% Q4 2025 Jan 30, 2026
MidWestOne Financial Group, Inc. History No change 3,856 1,491 0.17% 0.18% 348 0 0.0% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 3,838 1,484 0.1% 0.1% 349 0 0.0% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 3,828 1,481 0.02% 0.03% 350 +177 4.85% Q4 2025 Mar 12, 2026
VISTA CAPITAL PARTNERS, INC. History No change 3,822 1,478 0.15% 0.15% 351 0 0.0% Q4 2025 Feb 02, 2026
WESBANCO BANK INC History Reduced 3,729 1,442 0.04% 0.04% 352 -24 -0.64% Q4 2025 Feb 03, 2026
Sensible Money, LLC History No change 3,729 1,442 0.46% 0.48% 353 0 0.0% Q4 2025 Feb 09, 2026
Firestone Capital Management History Reduced 3,726 1,441 0.31% 0.31% 354 -2 -0.05% Q4 2025 Feb 09, 2026
Cambridge Financial Group, LLC History No change 3,707 1,440 0.5% 0.45% 355 0 0.0% Q4 2025 Jan 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,719 1,438 0.01% 0.01% 356 0 0.0% Q4 2025 Feb 09, 2026
Johnson Financial Group, Inc. History Reduced 3,716 1,437 0.05% 0.06% 357 -371 -9.08% Q4 2025 Feb 12, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 3,714 1,436 0.29% 0.28% 358 0 0.0% Q4 2025 Jan 16, 2026
Retirement Planning Group, LLC History Reduced 3,711 1,435 0.05% 0.05% 359 -38 -1.01% Q4 2025 Feb 03, 2026
ETF Portfolio Partners, Inc. History No change 3,690 1,427 0.37% 0.37% 360 0 0.0% Q4 2025 Jan 20, 2026
SilverOak Wealth Management LLC History Reduced 3,666 1,418 0.22% 0.25% 361 -193 -5.0% Q4 2025 Jan 28, 2026
Indiana Trust & Investment Management Co History No change 3,547 1,372 0.4% 0.41% 362 0 0.0% Q4 2025 Jan 21, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,500 1,353 0.14% 0.15% 363 0 0.0% Q4 2025 Jan 09, 2026
Stokes Family Office, LLC History No change 3,500 1,353 0.12% 0.13% 364 0 0.0% Q4 2025 Feb 18, 2026
Wellspring Financial Advisors, LLC History No change 3,496 1,352 0.11% 0.12% 365 0 0.0% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 3,482 1,347 0.04% 0.04% 366 -82 -2.3% Q4 2025 Feb 12, 2026
Crescent Grove Advisors, LLC History Reduced 3,433 1,328 0.12% 0.14% 367 -535 -13.48% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,429 1,326 0.0% 0.0% 368 +2,875 518.95% Q4 2025 Feb 06, 2026
Capital Analysts, LLC History Reduced 3,426 1,325 0.04% 0.04% 369 -448 -11.56% Q4 2025 Feb 11, 2026
Bernardo Wealth Planning LLC History No change 3,411 1,319 0.25% 0.25% 370 0 0.0% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Added to 3,399 1,315 0.01% 0.0% 372 +2,502 278.93% Q4 2025 Jan 26, 2026
JANE STREET GROUP, LLC History Reduced 3,400 1,315 0.0% 0.0% 371 -300 -8.11% Q4 2025 Feb 12, 2026
Grove Bank & Trust History No change 3,400 1,315 0.15% 0.15% 373 0 0.0% Q4 2025 Jan 08, 2026
Farther Finance Advisors, LLC History Added to 3,390 1,311 0.01% 0.02% 374 +492 16.98% Q4 2025 Jan 23, 2026
Fort Sheridan Advisors LLC History No change 3,363 1,300 0.17% 0.17% 375 0 0.0% Q4 2025 Feb 10, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,348 1,295 0.1% 0.1% 376 0 0.0% Q4 2025 Feb 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 3,345 1,294 0.02% 0.02% 377 0 0.0% Q4 2025 Jan 22, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 3,323 1,285 0.09% 0.09% 378 +2 0.06% Q4 2025 Jan 07, 2026
Atala Financial Inc History No change 3,319 1,283 0.82% 0.79% 379 0 0.0% Q4 2025 Jan 23, 2026
XML Financial, LLC History Added to 3,280 1,268 0.1% 0.1% 380 +7 0.21% Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,270 1,265 0.06% 0.06% 381 0 0.0% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 3,231 1,249 0.02% 0.02% 382 +574 21.6% Q4 2025 Feb 12, 2026
Smith Salley Wealth Management History Added to 3,221 1,246 0.06% 0.06% 383 +12 0.37% Q4 2025 Jan 27, 2026
SONATA CAPITAL GROUP INC History Reduced 3,210 1,241 0.45% 0.46% 384 -70 -2.13% Q4 2025 Jan 26, 2026
Visionary Wealth Advisors History Added to 3,205 1,239 0.06% 0.06% 385 +9 0.28% Q4 2025 Feb 13, 2026
Rossmore Private Capital History Added to 3,199 1,237 0.11% 0.12% 386 +152 4.99% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 3,160 1,231 0.05% 0.06% 387 +603 23.58% Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Added to 3,168 1,225 0.05% 0.05% 388 +1 0.03% Q4 2025 Jan 27, 2026
Callan Family Office, LLC History New 3,156 1,220 0.03% — 389 +3,156 New Q4 2025 Feb 12, 2026
Carter Financial Group, INC. History No change 3,115 1,204 0.71% 0.71% 390 0 0.0% Q4 2025 Feb 13, 2026
Parcion Private Wealth LLC History No change 3,110 1,203 0.07% 0.07% 391 0 0.0% Q4 2025 Jan 26, 2026
Sage Mountain Advisors LLC History No change 3,053 1,181 0.06% 0.07% 392 0 0.0% Q4 2025 Jan 23, 2026
LWM Advisory Services, LLC History No change 3,040 1,176 0.69% 0.67% 393 0 0.0% Q4 2025 Feb 12, 2026
E&G Advisors, LP History No change 3,002 1,161 0.26% 0.26% 394 0 0.0% Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 2,987 1,155 0.04% 0.04% 395 +355 13.49% Q4 2025 Jan 13, 2026
Frank, Rimerman Advisors LLC History No change 2,978 1,152 0.07% 0.07% 396 0 0.0% Q4 2025 Jan 15, 2026
RWA WEALTH PARTNERS, LLC History No change 2,975 1,150 0.01% 0.01% 397 0 0.0% Q4 2025 Feb 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 2,954 1,143 0.03% 0.05% 398 -1,593 -35.03% Q4 2025 Feb 13, 2026
Beaumont Asset Management, L.L.C. History No change 2,945 1,139 0.57% 0.56% 399 0 0.0% Q4 2025 Jan 21, 2026
Paulson Wealth Management Inc. History Reduced 2,938 1,136 0.26% 0.27% 400 -44 -1.48% Q4 2025 Feb 05, 2026
CONDOR CAPITAL MANAGEMENT History No change 2,936 1,135 0.09% 0.09% 401 0 0.0% Q4 2025 Feb 06, 2026
Safe Harbor Family Capital, LLC History New 2,918 1,129 0.99% — 402 +2,918 New Q4 2025 Jan 30, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 2,880 1,114 0.12% 0.13% 403 0 0.0% Q4 2025 Jan 26, 2026
Glenview Trust Co History Added to 2,858 1,105 0.02% 0.02% 404 +65 2.33% Q4 2025 Feb 09, 2026
May Hill Capital, LLC History Added to 2,854 1,103 0.14% 0.16% 407 +1,423 99.44% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,852 1,103 0.08% 0.08% 406 +160 5.94% Q4 2025 Feb 03, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,850 1,103 0.15% 0.15% 405 0 0.0% Q4 2025 Jan 21, 2026
Jackson Wealth Management, LLC History No change 2,801 1,084 0.11% 0.11% 408 0 0.0% Q4 2025 Jan 20, 2026
Neuberger Berman Group LLC History No change 2,795 1,081 0.0% 0.0% 409 0 0.0% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Reduced 2,753 1,065 0.03% 0.03% 410 -73 -2.58% Q4 2025 Jan 09, 2026
Sargent Investment Group, LLC History New 2,749 1,063 0.13% — 411 +2,749 New Q4 2025 Feb 13, 2026
SkyOak Wealth, LLC History Reduced 2,736 1,058 0.19% 0.2% 412 -24 -0.87% Q4 2025 Feb 05, 2026
Aprio Wealth Management, LLC History No change 2,729 1,055 0.06% 0.1% 413 0 0.0% Q4 2025 Jan 29, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 2,674 1,033 0.23% 0.26% 414 0 0.0% Q4 2025 Feb 04, 2026
Asset Allocation & Management Company, LLC History No change 2,641 1,022 0.41% 0.42% 415 0 0.0% Q4 2025 Jan 12, 2026
Soltis Investment Advisors LLC History No change 2,643 1,022 0.07% 0.07% 416 0 0.0% Q4 2025 Apr 02, 2026
IFG Advisory, LLC History Reduced 2,624 1,015 0.04% 0.05% 417 -54 -2.02% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Reduced 2,616 1,012 0.01% 0.02% 418 -960 -26.85% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History New 2,606 1,008 0.03% — 419 +2,606 New Q4 2025 Feb 17, 2026
Wealth Management Partners, LLC History Reduced 2,587 1,000 0.29% 0.32% 420 -54 -2.04% Q4 2025 Jan 12, 2026
Kovack Advisors, Inc. History Added to 2,583 999 0.05% 0.09% 421 +1 0.04% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Reduced 2,577 996 0.02% 0.02% 422 -260 -9.16% Q4 2025 Feb 06, 2026
Waterloo Capital, L.P. History New 2,573 995 0.07% — 423 +2,573 New Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 2,570 994 0.01% 0.01% 424 -72 -2.73% Q4 2025 Jan 29, 2026
FIRST INTERSTATE BANK History No change 2,560 990 0.05% 0.05% 425 0 0.0% Q4 2025 Jan 29, 2026
Quadrant Private Wealth Management, LLC History Added to 2,550 986 0.16% 0.18% 426 +5 0.2% Q4 2025 Jan 26, 2026
London & Capital Asset Management Ltd History New 2,526 977 0.01% — 427 +2,526 New Q4 2025 Feb 17, 2026
NESTEGG ADVISORS, INC. History No change 2,497 965 0.82% 0.84% 428 0 0.0% Q4 2025 Jan 21, 2026
HSBC HOLDINGS PLC History New 2,490 963 0.0% — 429 +2,490 New Q4 2025 Mar 20, 2026
Coyle Financial Counsel LLC History No change 2,460 951 0.2% 0.21% 430 0 0.0% Q4 2025 Feb 10, 2026
KEB ASSET MANAGEMENT, LLC History Reduced 2,452 948 0.19% 0.27% 431 -692 -22.01% Q4 2025 Jan 09, 2026
W ADVISORS, LLC History Reduced 2,434 941 0.47% 0.49% 432 -1 -0.04% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 4,221 939 0.02% 0.03% 433 +341 8.79% Q4 2025 Feb 11, 2026
Clearbridge Investments, LLC History New 2,399 928 0.0% — 435 +2,399 New Q4 2025 Feb 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 2,401 928 0.01% 0.01% 434 -38 -1.56% Q4 2025 Feb 09, 2026
IHT Wealth Management, LLC History Reduced 2,363 914 0.02% 0.03% 436 -940 -28.46% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History No change 2,355 911 0.04% 0.04% 437 0 0.0% Q4 2025 Jan 14, 2026
Capstone Financial Advisors, Inc. History Added to 2,353 910 0.05% 0.05% 438 +7 0.3% Q4 2025 Feb 17, 2026
Blue Edge Capital, LLC History No change 2,344 906 0.12% 0.13% 439 0 0.0% Q4 2025 Feb 12, 2026
Investor's Fiduciary Advisor Network, LLC History New 2,336 903 0.19% — 440 +2,336 New Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History No change 2,329 901 0.08% 0.08% 441 0 0.0% Q4 2025 Jan 26, 2026
Houlihan Financial Resource Group, Ltd. History New 2,324 899 0.34% — 442 +2,324 New Q4 2025 Feb 10, 2026
Brooklyn Investment Group History Added to 2,289 893 0.04% 0.1% 443 +238 11.6% Q4 2025 Feb 12, 2026
Baring Financial LLC History Reduced 2,306 891 0.54% 0.66% 444 -252 -9.85% Q4 2025 Jan 07, 2026
Bayshore Capital Advisors, LLC History New 2,301 890 0.44% — 445 +2,301 New Q4 2025 Feb 05, 2026
Red Spruce Capital, LLC History Reduced 2,301 890 0.35% 0.36% 446 -54 -2.29% Q4 2025 Jan 06, 2026
Modern Wealth Management, LLC History Reduced 2,294 887 0.02% 0.02% 447 -100 -4.18% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Reduced 2,280 882 0.23% 0.25% 448 -205 -8.25% Q4 2025 Jan 14, 2026
PATTEN & PATTEN INC/TN History Added to 2,247 869 0.05% 0.05% 449 +200 9.77% Q4 2025 Feb 03, 2026
AGH Wealth Advisors, LLC History Reduced 2,236 864 0.65% 0.67% 450 -170 -7.07% Q4 2025 Feb 04, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Reduced 2,210 854 0.6% 0.84% 451 -390 -15.0% Q4 2025 Feb 04, 2026
Destiny Wealth Partners, LLC History No change 2,154 850 0.1% 0.1% 452 0 0.0% Q4 2025 Feb 03, 2026
STOCK YARDS BANK & TRUST CO History Reduced 2,172 840 0.03% 0.03% 453 -260 -10.69% Q4 2025 Jan 21, 2026
KLCM Advisors, Inc. History New 2,165 837 0.07% — 454 +2,165 New Q4 2025 Feb 04, 2026
MSH Capital Advisors LLC History Added to 2,136 826 0.18% 0.19% 455 +231 12.13% Q4 2025 Feb 09, 2026
FWG Holdings, LLC History No change 2,117 825 0.31% 0.36% 456 0 0.0% Q4 2025 Feb 02, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 2,130 824 0.22% 0.23% 457 +4 0.19% Q4 2025 Feb 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,116 818 0.03% 0.03% 458 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 2,109 815 0.02% — 459 +2,109 New Q4 2025 Feb 13, 2026
Dempze Nancy E History No change 2,102 813 0.42% 0.44% 460 0 0.0% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,097 811 0.02% 0.02% 461 0 0.0% Q4 2025 Jan 27, 2026
Mason & Associates Inc History Reduced 2,095 810 0.15% 0.19% 462 -450 -17.68% Q4 2025 Feb 05, 2026
BURNS J W & CO INC/NY History No change 2,085 806 0.09% 0.09% 463 0 0.0% Q4 2025 Jan 12, 2026
Sightline Wealth Advisors, LLC History Added to 2,063 798 0.34% 0.35% 464 +6 0.29% Q4 2025 Jan 26, 2026
Martin Capital Advisors, LLP History No change 2,040 789 0.46% 0.47% 465 0 0.0% Q4 2025 Jan 26, 2026
Empower Advisory Group, LLC History Reduced 2,030 785 0.0% 0.0% 466 -615 -23.25% Q4 2025 Feb 12, 2026
Ascent Group, LLC History Reduced 2,022 782 0.03% 0.03% 467 -127 -5.91% Q4 2025 Jan 20, 2026
Annex Advisory Services, LLC History New 2,016 779 0.01% — 468 +2,016 New Q4 2025 Jan 26, 2026
BOKF, NA History No change 2,000 773 0.01% 0.01% 469 0 0.0% Q4 2025 Feb 03, 2026
Harbor Advisors LLC History No change 2,000 773 0.12% 0.12% 470 0 0.0% Q4 2025 Jan 30, 2026
Global View Capital Management LLC History Added to 1,984 767 0.14% 0.14% 471 +195 10.9% Q4 2025 Jan 14, 2026
Collaborative Wealth Managment Inc. History No change 1,975 764 0.27% 0.3% 472 0 0.0% Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,972 762 0.06% 0.06% 473 0 0.0% Q4 2025 Jan 07, 2026
Avantax Planning Partners, Inc. History Added to 1,959 757 0.02% 0.02% 474 +2 0.1% Q4 2025 Feb 05, 2026
Facet Wealth, Inc. History Reduced 1,894 748 0.01% 0.02% 475 -46 -2.37% Q4 2025 Jan 29, 2026
Topsail Wealth Management, LLC History No change 1,931 747 0.11% 0.12% 476 0 0.0% Q4 2025 Feb 04, 2026
Allworth Financial LP History New 1,925 744 0.0% — 477 +1,925 New Q4 2025 Feb 05, 2026
Diversified Trust Co History Reduced 1,906 737 0.01% 0.01% 478 -1 -0.05% Q4 2025 Jan 09, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 1,906 737 0.61% 0.63% 479 0 0.0% Q4 2025 Jan 08, 2026
CHOREO, LLC History Reduced 1,864 726 0.01% 0.01% 480 -156 -7.72% Q4 2025 Jan 23, 2026
SlateStone Wealth, LLC History No change 1,868 723 0.06% 0.06% 481 0 0.0% Q4 2025 Feb 11, 2026
WAYSTONE ADVISORS LLC History New 1,866 721 0.62% — 482 +1,866 New Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Reduced 1,863 720 0.01% 0.01% 483 -29 -1.53% Q4 2025 Jan 16, 2026
Forum Financial Management, LP History Added to 1,857 718 0.01% 0.01% 484 +147 8.6% Q4 2025 Jan 27, 2026
WEDBUSH SECURITIES INC History Reduced 1,841 712 0.02% 0.03% 485 -275 -13.0% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Reduced 1,835 709 0.06% 0.07% 486 -94 -4.87% Q4 2025 Feb 04, 2026
Armbruster Capital Management, Inc. History Added to 1,819 703 0.12% 0.12% 487 +9 0.5% Q4 2025 Jan 23, 2026
RKL Wealth Management LLC History Added to 1,815 702 0.06% 0.06% 488 +5 0.28% Q4 2025 Feb 12, 2026
Climber Capital SA History New 1,800 695 0.45% — 489 +1,800 New Q4 2025 Feb 03, 2026
CIM INVESTMENT MANAGEMENT INC History Added to 1,783 689 0.18% 0.07% 490 +1,115 166.92% Q4 2025 Feb 17, 2026
McLean Asset Management Corp History Added to 1,752 688 0.12% 0.14% 491 +31 1.8% Q4 2025 Jan 16, 2026
Joel Isaacson & Co., LLC History Added to 1,768 683 0.02% 0.02% 492 +3 0.17% Q4 2025 Jan 30, 2026
USA FINANCIAL FORMULAS History Reduced 1,759 680 0.12% 0.13% 493 -118 -6.29% Q4 2025 Jan 14, 2026
BURKE & HERBERT BANK & TRUST CO History Added to 1,756 679 0.19% 0.14% 494 +88 5.28% Q4 2025 Feb 12, 2026
Stronghold Wealth Management L.L.C. History New 1,755 678 1.0% — 495 +1,755 New Q4 2025 Feb 06, 2026
Ellis Investment Partners, LLC History Added to 1,747 675 0.12% 0.12% 496 +2 0.11% Q4 2025 Feb 02, 2026
ASL Financial, LLC History New 1,715 663 0.52% — 499 +1,715 New Q4 2025 Jan 20, 2026
1834 INVESTMENT ADVISORS CO History New 1,714 663 0.08% — 497 +1,714 New Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History No change 1,715 663 0.02% 0.02% 498 0 0.0% Q4 2025 Jan 29, 2026
Foster Group, Inc. History No change 1,712 662 0.02% 0.02% 500 0 0.0% Q4 2025 Jan 12, 2026
MTM Investment Management, LLC History No change 1,695 655 0.21% 0.2% 501 0 0.0% Q4 2025 Feb 09, 2026
Third View Private Wealth, LLC History New 1,690 653 0.09% — 502 +1,690 New Q4 2025 Jan 23, 2026
TritonPoint Partners, LLC History New 1,666 644 0.34% — 504 +1,666 New Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 1,666 644 0.03% 0.03% 503 +85 5.38% Q4 2025 Mar 04, 2026
Fiduciary Alliance LLC History Reduced 1,661 642 0.04% 0.04% 505 -39 -2.29% Q4 2025 Jan 22, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 1,653 639 0.34% 0.33% 506 +96 6.17% Q4 2025 Feb 11, 2026
VERITY Wealth Advisors History No change 1,651 638 0.4% 0.39% 507 0 0.0% Q4 2025 Jan 07, 2026
ANCHOR CAPITAL ADVISORS LLC History New 1,640 634 0.02% — 508 +1,640 New Q4 2025 Feb 10, 2026
Affinity Capital Advisors, LLC History Reduced 1,639 633 0.09% 0.11% 509 -248 -13.14% Q4 2025 Jan 09, 2026
Pathway Financial Advisors LLC History No change 1,600 629 0.08% 0.08% 510 0 0.0% Q4 2025 Jan 14, 2026
1900 WEALTH MANAGEMENT LLC History Added to 1,623 627 0.04% 0.04% 511 +4 0.25% Q4 2025 Jan 20, 2026
Ironwood Wealth Management, LLC. History No change 1,620 626 0.18% 0.21% 512 0 0.0% Q4 2025 Feb 02, 2026
Boston Trust Walden Corp History No change 1,590 615 0.0% 0.0% 513 0 0.0% Q4 2025 Jan 28, 2026
POINCIANA ADVISORS GROUP, LLC History No change 1,587 613 0.48% 0.51% 514 0 0.0% Q4 2025 Feb 09, 2026
Patten Group, Inc. History Added to 1,583 612 0.11% 0.07% 515 +626 65.41% Q4 2025 Jan 23, 2026
Ashford Advisors, LLC History Reduced 1,583 612 0.13% 0.15% 516 -265 -14.34% Q4 2025 Jan 23, 2026
WEALTH EFFECTS LLC History No change 1,569 606 0.19% 0.19% 517 0 0.0% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 1,561 603 0.01% 0.01% 518 +149 10.55% Q4 2025 Feb 06, 2026
HM PAYSON & CO History No change 1,550 599 0.01% 0.01% 519 0 0.0% Q4 2025 Feb 12, 2026
COOKSON PEIRCE & CO INC History New 1,533 593 0.02% — 520 +1,533 New Q4 2025 Feb 11, 2026
RVW Wealth, LLC History No change 1,522 588 0.04% 0.04% 521 0 0.0% Q4 2025 Jan 12, 2026
Mayflower Financial Advisors, LLC History No change 1,521 588 0.07% 0.07% 522 0 0.0% Q4 2025 Jan 13, 2026
SCOTIA CAPITAL INC. History Reduced 1,515 586 0.0% 0.0% 523 -165 -9.82% Q4 2025 Feb 12, 2026
Vawter Financial, Ltd. History No change 1,515 586 0.25% 0.26% 524 0 0.0% Q4 2025 Feb 02, 2026
BENJAMIN EDWARDS INC History Added to 1,506 582 0.01% 0.01% 525 +72 5.02% Q4 2025 Feb 02, 2026
MITCHELL SINKLER & STARR/PA History No change 1,500 580 0.26% 0.26% 526 0 0.0% Q4 2025 Feb 11, 2026
REICON WEALTH ADVISORS, LLC History New 1,495 578 0.42% — 527 +1,495 New Q4 2025 Jan 30, 2026
Stonebrook Private Inc. History Reduced 1,490 576 0.12% 0.26% 528 -1,693 -53.19% Q4 2025 Feb 11, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,487 575 0.03% 0.03% 529 0 0.0% Q4 2025 Jan 26, 2026
Kingsview Wealth Management, LLC History Added to 1,474 570 0.01% 0.01% 530 +24 1.66% Q4 2025 Feb 09, 2026
Prospera Financial Services Inc History Reduced 1,457 567 0.01% 0.01% 531 -9 -0.61% Q4 2025 Feb 09, 2026
Mason & Associates, LLC History Reduced 1,462 565 0.13% 0.16% 532 -326 -18.23% Q4 2025 Jan 21, 2026
CWA Asset Management Group, LLC History Added to 1,449 560 0.02% 0.02% 533 +207 16.67% Q4 2025 Jan 07, 2026
17 CAPITAL PARTNERS, LLC History Reduced 1,443 558 0.29% 0.33% 534 -168 -10.43% Q4 2025 Feb 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 1,429 552 0.04% — 535 +1,429 New Q4 2025 Feb 09, 2026
Valmark Advisers, Inc. History Reduced 1,417 548 0.01% 0.01% 536 -122 -7.93% Q4 2025 Jan 26, 2026
ARS Wealth Advisors Group, LLC History No change 1,415 547 0.05% 0.05% 537 0 0.0% Q4 2025 Jan 12, 2026
Haverford Trust Co History No change 1,400 541 0.0% 0.0% 538 0 0.0% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Reduced 1,389 537 0.01% 0.01% 539 -36 -2.53% Q4 2025 Feb 02, 2026
CAMDEN NATIONAL BANK History No change 1,390 537 0.07% 0.07% 540 0 0.0% Q4 2025 Feb 10, 2026
Blue Chip Partners, LLC History Added to 1,384 535 0.04% 0.04% 541 +3 0.22% Q4 2025 Feb 18, 2026
One Capital Management, LLC History New 1,378 533 0.02% — 542 +1,378 New Q4 2025 Feb 10, 2026
Maridea Wealth Management LLC History Reduced 1,379 533 0.08% 0.09% 543 -159 -10.34% Q4 2025 Jan 08, 2026
Core Wealth Management, Inc. History Reduced 1,364 527 0.16% 0.17% 544 -13 -0.94% Q4 2025 Jan 28, 2026
William Mack & Associates, Inc. History Reduced 1,352 523 0.25% 0.39% 546 -550 -28.92% Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,352 523 0.01% 0.01% 545 0 0.0% Q4 2025 Jan 16, 2026
Ackerman Asset Management, LLC History No change 1,350 522 0.35% 0.37% 547 0 0.0% Q4 2025 Feb 13, 2026
Daybright Advisory Services, Inc. History New 1,341 518 0.14% — 548 +1,341 New Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History No change 1,322 511 0.02% 0.02% 549 0 0.0% Q4 2025 Feb 04, 2026
Mesirow Financial Investment Management, Inc. History Reduced 1,319 510 0.01% 0.01% 550 -93 -6.59% Q4 2025 Feb 05, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 1,317 509 0.08% 0.08% 551 0 0.0% Q4 2025 Jan 28, 2026
Grey Fox Wealth Advisors, LLC History No change 1,318 509 0.1% 0.1% 552 0 0.0% Q4 2025 Feb 12, 2026
Detalus Advisors, LLC History No change 1,314 508 0.12% 0.13% 553 0 0.0% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,260 487 0.0% 0.0% 554 +482 61.95% Q4 2025 Feb 05, 2026
Greenhouse Wealth Management, LLC History Reduced 1,260 487 0.29% 0.3% 555 -52 -3.96% Q4 2025 Jan 21, 2026
CM WEALTH ADVISORS LLC History Reduced 1,252 484 0.11% 0.13% 556 -19 -1.49% Q4 2025 Jan 26, 2026
Summit Financial Strategies, Inc. History No change 1,232 476 0.04% 0.04% 557 0 0.0% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History New 1,225 473 0.02% — 558 +1,225 New Q4 2025 Feb 09, 2026
Crewe Advisors LLC History No change 1,217 470 0.04% 0.04% 559 0 0.0% Q4 2025 Jan 16, 2026
SOL Capital Management CO History No change 1,210 468 0.04% 0.04% 560 0 0.0% Q4 2025 Jan 30, 2026
Auour Investments LLC History No change 1,208 467 0.15% 0.15% 561 0 0.0% Q4 2025 Jan 12, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 1,207 466 0.03% 0.04% 562 -300 -19.91% Q4 2025 Jan 21, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 1,203 465 0.01% 0.01% 563 -217 -15.28% Q4 2025 Jan 13, 2026
Madrid Wealth Management, LLC History New 1,200 464 0.38% — 565 +1,200 New Q4 2025 Feb 02, 2026
Betterment LLC History Added to 1,199 464 0.0% 0.0% 564 +58 5.08% Q4 2025 Feb 12, 2026
Plancorp, LLC History No change 1,187 459 0.01% 0.01% 566 0 0.0% Q4 2025 Feb 05, 2026
Shakespeare Wealth Management, LLC History Reduced 1,183 457 0.1% 0.11% 567 -50 -4.06% Q4 2025 Feb 06, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,183 457 0.01% 0.02% 568 0 0.0% Q4 2025 Jan 12, 2026
VERUS CAPITAL PARTNERS, LLC History No change 1,178 455 0.03% 0.03% 569 0 0.0% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,169 452 0.01% 0.01% 570 +218 22.92% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Added to 1,149 444 0.01% 0.01% 572 +1 0.09% Q4 2025 Feb 02, 2026
LYELL WEALTH MANAGEMENT, LP History No change 1,150 444 0.03% 0.03% 571 0 0.0% Q4 2025 Feb 12, 2026
Williams Jones Wealth Management, LLC. History No change 1,150 444 0.01% 0.0% 573 0 0.0% Q4 2025 Feb 13, 2026
Heck Capital Advisors, LLC History No change 1,147 443 0.03% 0.03% 574 0 0.0% Q4 2025 Jan 16, 2026
Versant Capital Management, Inc History Added to 1,137 439 0.06% 0.05% 575 +149 15.08% Q4 2025 Jan 08, 2026
WJ Financial Advisors LLC History Reduced 1,124 434 0.39% 0.42% 576 -7 -0.62% Q4 2025 Feb 02, 2026
FIRST AMERICAN TRUST, FSB History Reduced 1,115 431 0.03% 0.03% 577 -18 -1.59% Q4 2025 Feb 11, 2026
Revolve Wealth Partners, LLC History Added to 1,114 430 0.05% 0.05% 578 +4 0.36% Q4 2025 Jan 20, 2026
HBK Sorce Advisory LLC History Reduced 1,084 426 0.01% 0.01% 579 -52 -4.58% Q4 2025 Feb 09, 2026
MATHER GROUP, LLC. History No change 1,104 426 0.0% 0.0% 580 0 0.0% Q4 2025 Jan 13, 2026
James J. Burns & Company, LLC History No change 1,100 425 0.06% 0.06% 581 0 0.0% Q4 2025 Jan 23, 2026
Lauterbach Financial Advisors, LLC History No change 1,096 423 0.21% 0.21% 582 0 0.0% Q4 2025 Feb 13, 2026
Magnolia Private Wealth, LLC History No change 1,096 423 0.3% 0.3% 583 0 0.0% Q4 2025 Feb 06, 2026
Fluent Financial, LLC History Reduced 1,090 421 0.16% 0.17% 584 -56 -4.89% Q4 2025 Jan 14, 2026
Atlantic Union Bankshares Corp History No change 1,084 419 0.01% 0.01% 585 0 0.0% Q4 2025 Feb 04, 2026
Consolidated Portfolio Review Corp History New 1,083 418 0.04% — 587 +1,083 New Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History No change 1,083 418 0.02% 0.02% 586 0 0.0% Q4 2025 Feb 17, 2026
Alternative Investment Advisors, LLC. History New 1,070 413 0.18% — 590 +1,070 New Q4 2025 Feb 24, 2026
Outlook Wealth Advisors, LLC History No change 1,068 413 0.09% 0.1% 588 0 0.0% Q4 2025 Feb 11, 2026
Spire Wealth Management History No change 1,070 413 0.01% 0.01% 589 0 0.0% Q4 2025 Jan 14, 2026
Linscomb Wealth, Inc. History Reduced 1,062 410 0.02% 0.02% 591 -125 -10.53% Q4 2025 Feb 10, 2026
MONECO ADVISORS, LLC History Added to 1,060 409 0.03% 0.03% 592 +2 0.19% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History No change 1,056 408 0.01% 0.01% 593 0 0.0% Q4 2025 Feb 06, 2026
J.Safra Asset Management Corp History New 1,051 406 0.02% — 595 +1,051 New Q4 2025 Feb 11, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 1,050 406 0.02% 0.01% 594 +150 16.67% Q4 2025 Jan 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,040 402 0.01% 0.01% 596 0 0.0% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 1,039 401 0.0% 0.0% 597 +9 0.87% Q4 2025 Jan 26, 2026
Rockwood Wealth Management, LLC History No change 1,038 401 0.03% 0.03% 598 0 0.0% Q4 2025 Jan 29, 2026
WLTH Capital Management, LLC History New 1,018 395 0.31% — 599 +1,018 New Q4 2025 Feb 24, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Reduced 1,007 389 0.12% 0.13% 600 -34 -3.27% Q4 2025 Feb 12, 2026
Biltmore Family Office, LLC History No change 1,005 388 0.05% 0.05% 601 0 0.0% Q4 2025 Feb 04, 2026
Accurate Wealth Management, LLC History Reduced 982 387 0.05% 0.05% 602 -104 -9.58% Q4 2025 Jan 14, 2026
NorthRock Partners, LLC History Reduced 1,000 386 0.01% 0.01% 604 -120 -10.71% Q4 2025 Feb 17, 2026
Manchester Capital Management LLC History No change 1,000 386 0.05% 0.05% 603 0 0.0% Q4 2025 Feb 11, 2026
Capital Advisors Wealth Management, LLC History No change 1,000 386 0.05% 0.05% 605 0 0.0% Q4 2025 Jan 21, 2026
Wealth Management Associates, Inc. History No change 1,000 386 0.13% 0.13% 606 0 0.0% Q4 2025 Jan 20, 2026
Broussard Financial Group LLC History New 987 381 0.31% — 607 +987 New Q4 2025 Feb 02, 2026
Legacy Capital Group California, Inc. History No change 987 381 0.09% 0.1% 608 0 0.0% Q4 2025 Jan 28, 2026
N.E.W. Advisory Services LLC History No change 982 380 0.03% 0.03% 609 0 0.0% Q4 2025 Jan 28, 2026
JACOBS & CO/CA History No change 982 379 0.04% 0.04% 610 0 0.0% Q4 2025 Jan 05, 2026
DT Investment Partners, LLC History No change 975 377 0.03% 0.03% 611 0 0.0% Q4 2025 Feb 10, 2026
Members Trust Co History No change 975 377 0.01% 0.01% 612 0 0.0% Q4 2025 Jan 15, 2026
Altiora Financial Group, LLC History No change 967 374 0.06% 0.07% 613 0 0.0% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History New 957 370 0.0% — 615 +957 New Q4 2025 Jan 27, 2026
Cornerstone Capital, Inc. History No change 959 370 0.04% 0.04% 614 0 0.0% Q4 2025 Feb 12, 2026
Eldridge Investment Advisors, Inc. History No change 944 365 0.08% 0.08% 616 0 0.0% Q4 2025 Feb 11, 2026
Perennial Investment Advisors, LLC History Added to 923 357 0.03% 0.03% 617 +3 0.33% Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Reduced 921 356 0.05% 0.05% 618 -50 -5.15% Q4 2025 Feb 02, 2026
Thomasville National Bank History No change 919 355 0.02% 0.02% 619 0 0.0% Q4 2025 Jan 26, 2026
Tribridge Partners Financial LLC History No change 918 355 0.15% 0.16% 620 0 0.0% Q4 2025 Jan 26, 2026
NWAM LLC History No change 908 352 0.02% 0.02% 621 0 0.0% Q4 2025 Feb 04, 2026
Kesler, Norman & Wride, LLC History New 900 348 0.06% — 622 +900 New Q4 2025 Feb 10, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 883 341 0.05% 0.05% 623 +116 15.12% Q4 2025 Feb 03, 2026
Capital Squared Financial LLC History Reduced 882 341 0.27% 0.3% 625 -25 -2.76% Q4 2025 Apr 17, 2026
AdvisorNet Financial, Inc History Added to 883 341 0.02% 0.02% 624 +2 0.23% Q4 2025 Jan 20, 2026
Meridian Wealth Partners, LLC History Added to 863 334 0.05% 0.03% 626 +213 32.77% Q4 2025 Feb 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 864 334 0.05% 0.06% 627 0 0.0% Q4 2025 Jan 29, 2026
Keating Financial Advisory Services, Inc. History New 856 331 0.04% — 629 +856 New Q4 2025 Feb 09, 2026
Salomon & Ludwin, LLC History Added to 847 331 0.03% 0.03% 628 +2 0.24% Q4 2025 Jan 28, 2026
Reynders McVeigh Capital Management, LLC History No change 851 329 0.02% 0.02% 630 0 0.0% Q4 2025 Feb 02, 2026
Capital Investment Counsel, LLC History New 839 324 0.05% — 631 +839 New Q4 2025 Feb 02, 2026
Western Wealth Management, LLC History New 822 318 0.01% — 632 +822 New Q4 2025 Feb 05, 2026
Tepp RIA, LLC History No change 819 317 0.31% 0.35% 633 0 0.0% Q4 2025 Feb 04, 2026
Veracity Capital LLC History Added to 818 316 0.09% 0.1% 634 +9 1.11% Q4 2025 Jan 29, 2026
Principle Wealth Partners LLC History Reduced 816 315 0.02% 0.02% 635 -52 -5.99% Q4 2025 Feb 06, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 811 313 0.02% 0.02% 636 -7 -0.86% Q4 2025 Jan 27, 2026
J. Derek Lewis & Associates Inc. History New 804 311 0.07% — 637 +804 New Q4 2025 Mar 23, 2026
Willis Johnson & Associates, Inc. History New 803 310 0.02% — 639 +803 New Q4 2025 Jan 22, 2026
Francis Financial, Inc. History No change 803 310 0.06% 0.05% 638 0 0.0% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History New 801 309 0.01% — 640 +801 New Q4 2025 Jan 23, 2026
Alpine Bank Wealth Management History No change 800 309 0.04% 0.04% 641 0 0.0% Q4 2025 Jan 15, 2026
Arkadios Wealth Advisors History New 790 305 0.01% — 642 +790 New Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History New 789 305 0.02% — 643 +789 New Q4 2025 Jan 23, 2026
Briggs Wealth Management, Inc History New 788 304 0.33% — 646 +788 New Q4 2025 Feb 19, 2026
ASSETMARK, INC History Reduced 786 304 0.0% 0.0% 644 -20 -2.48% Q4 2025 Jan 23, 2026
Fifth Third Wealth Advisors LLC History No change 788 304 0.01% 0.01% 645 0 0.0% Q4 2025 Jan 15, 2026
Prosperity Financial Group, Inc. History Added to 783 302 0.11% 0.11% 649 +1 0.13% Q4 2025 Jan 26, 2026
Frisch Financial Group, Inc. History No change 783 302 0.07% 0.07% 647 0 0.0% Q4 2025 Feb 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 783 302 0.07% 0.07% 648 0 0.0% Q4 2025 Jan 09, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 777 300 0.01% 0.01% 650 0 0.0% Q4 2025 Jan 16, 2026
Legacy Financial Advisors, Inc. History Reduced 775 299 0.04% 0.04% 651 -74 -8.72% Q4 2025 Feb 04, 2026
Anchor Investment Management, LLC History Added to 769 297 0.02% 0.02% 652 +2 0.26% Q4 2025 Feb 26, 2026
KFA Private Wealth Group, LLC History New 767 296 0.07% — 655 +767 New Q4 2025 Jan 07, 2026
HANCOCK WHITNEY CORP History Reduced 766 296 0.01% 0.01% 654 -2 -0.26% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 764 296 0.0% 0.0% 653 0 0.0% Q4 2025 Feb 17, 2026
RMR Wealth Builders History Added to 756 292 0.02% 0.02% 656 +1 0.13% Q4 2025 Jan 29, 2026
BURLING WEALTH PARTNERS, LLC History No change 750 290 0.05% 0.05% 657 0 0.0% Q4 2025 Feb 06, 2026
Summit Place Financial Advisors, LLC History No change 745 288 0.14% 0.13% 658 0 0.0% Q4 2025 Feb 02, 2026
Procyon Advisors, LLC History Added to 742 287 0.01% 0.01% 659 +176 31.1% Q4 2025 Jan 07, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 741 286 0.02% 0.02% 660 +60 8.81% Q4 2025 Feb 12, 2026
M3 Advisory Group, LLC History Added to 742 286 0.17% 0.17% 662 +2 0.27% Q4 2025 Jan 16, 2026
SAPIENT CAPITAL LLC History No change 734 286 0.0% 0.0% 661 0 0.0% Q4 2025 Feb 05, 2026
Investmark Advisory Group LLC History Reduced 729 282 0.12% 0.12% 663 -6 -0.82% Q4 2025 Jan 28, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 710 281 0.0% 0.0% 664 0 0.0% Q4 2025 Jan 28, 2026
Auxano Advisors, LLC History Reduced 726 280 0.06% 0.06% 667 -9 -1.22% Q4 2025 Feb 06, 2026
CAPE ANN SAVINGS BANK History No change 725 280 0.14% 0.15% 665 0 0.0% Q4 2025 Jan 28, 2026
Van Hulzen Asset Management, LLC History No change 725 280 0.02% 0.02% 666 0 0.0% Q4 2025 Feb 06, 2026
RIA Advisory Group LLC History Reduced 723 279 0.07% 0.07% 668 -11 -1.5% Q4 2025 Feb 02, 2026
Cannon Financial Strategists, Inc. History No change 723 279 0.04% 0.04% 669 0 0.0% Q4 2025 Feb 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 720 278 0.01% 0.01% 670 +7 0.98% Q4 2025 Jan 21, 2026
Evanson Asset Management, LLC History No change 716 276 0.01% 0.02% 671 0 0.0% Q4 2025 Jan 12, 2026
Shepherd Street Advisors LLC History New 708 273 0.26% — 672 +708 New Q4 2025 Feb 10, 2026
Petersen Hastings Wealth Advisors Inc. History New 704 272 0.03% — 675 +704 New Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 705 272 0.01% 0.01% 673 +17 2.47% Q4 2025 Feb 18, 2026
Legacy Advisors, LLC History No change 703 272 0.03% 0.03% 674 0 0.0% Q4 2025 Jan 27, 2026
EARNED WEALTH ADVISORS, LLC History Added to 698 270 0.09% 0.04% 676 +125 21.82% Q4 2025 Jan 27, 2026
Centurion Wealth Management LLC History No change 700 270 0.06% 0.06% 677 0 0.0% Q4 2025 Jan 14, 2026
Bawa N Mallick Trust History No change 700 270 0.1% 0.1% 678 0 0.0% Q4 2025 Mar 12, 2026
Marquette Asset Management, LLC History Reduced 695 268 0.04% 0.04% 679 -39 -5.31% Q4 2025 Jan 16, 2026
BINGHAM PRIVATE WEALTH, LLC History New 691 267 0.23% — 680 +691 New Q4 2025 Jan 23, 2026
SUMMIT WEALTH GROUP LLC / CO History New 686 265 0.04% — 681 +686 New Q4 2025 Feb 04, 2026
Winthrop Partners - WNY, LLC History New 685 264 0.14% — 682 +685 New Q4 2025 Mar 12, 2026
Canopy Partners, LLC History No change 682 263 0.09% 0.09% 683 0 0.0% Q4 2025 Feb 12, 2026
Benchmark Financial, LLC History New 680 262 0.26% — 684 +680 New Q4 2025 Jan 27, 2026
Florida Trust Wealth Management Co History No change 675 261 0.01% 0.01% 685 0 0.0% Q4 2025 Jan 20, 2026
VestGen Advisors, LLC History New 671 259 0.01% — 688 +671 New Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 672 259 0.0% 0.0% 687 +37 5.83% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History Reduced 670 259 0.01% 0.01% 686 -12 -1.76% Q4 2025 Feb 05, 2026
Acumen Wealth Advisors, LLC History New 665 257 0.07% — 689 +665 New Q4 2025 Feb 13, 2026
Philip James Wealth Mangement, LLC History Added to 664 257 0.03% 0.03% 690 +2 0.3% Q4 2025 Jan 20, 2026
QTR Family Wealth, LLC History New 650 256 0.11% — 691 +650 New Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 660 255 0.01% 0.01% 692 -50 -7.04% Q4 2025 Feb 17, 2026
Grant Street Asset Management, Inc. History Reduced 658 254 0.05% 0.05% 693 -7 -1.05% Q4 2025 Jan 28, 2026
Linden Thomas Advisory Services, LLC History No change 659 254 0.03% 0.03% 694 0 0.0% Q4 2025 Jan 16, 2026
Naviter Wealth, LLC History New 650 251 0.03% — 699 +650 New Q4 2025 Jan 21, 2026
Fiduciary Planning LLC History Reduced 651 251 0.08% 0.1% 698 -229 -26.02% Q4 2025 Jan 22, 2026
ROCKLAND TRUST CO History No change 650 251 0.01% 0.01% 695 0 0.0% Q4 2025 Jan 15, 2026
Birch Hill Investment Advisors LLC History No change 650 251 0.01% 0.01% 696 0 0.0% Q4 2025 Jan 27, 2026
Rezny Wealth Management, Inc. History No change 650 251 0.05% 0.05% 697 0 0.0% Q4 2025 Feb 03, 2026
Private Wealth Management Group, LLC History No change 645 249 0.07% 0.07% 700 0 0.0% Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History New 638 246 0.01% — 701 +638 New Q4 2025 Feb 17, 2026
BostonPremier Wealth LLC History Added to 636 246 0.13% 0.12% 702 +1 0.16% Q4 2025 Jan 13, 2026
Empire Financial Management Company, LLC History Reduced 634 245 0.05% 0.06% 703 -44 -6.49% Q4 2025 Feb 12, 2026
SwitchPoint Financial Planning, LLC History No change 634 245 0.17% 0.17% 704 0 0.0% Q4 2025 Feb 17, 2026
Penobscot Investment Management Company, Inc. History No change 626 242 0.02% 0.02% 705 0 0.0% Q4 2025 Jan 27, 2026
Optivise Advisory Services LLC History No change 622 240 0.14% 0.14% 706 0 0.0% Q4 2025 Jan 12, 2026
Tower Research Capital LLC (TRC) History New 620 239 0.01% — 707 +620 New Q4 2025 Feb 17, 2026
MainStreet Investment Advisors LLC History New 619 239 0.03% — 708 +619 New Q4 2025 Feb 10, 2026
Pacific Center for Financial Services History No change 630 238 0.06% 0.06% 709 0 0.0% Q4 2025 Feb 17, 2026
SVB WEALTH LLC History Reduced 615 237 0.01% 0.01% 710 -81 -11.64% Q4 2025 Feb 04, 2026
LJI Wealth Management, LLC History No change 615 237 0.04% 0.04% 711 0 0.0% Q4 2025 Feb 03, 2026
GLOBALT Investments LLC / GA History Reduced 612 236 0.01% 0.01% 712 -376 -38.06% Q4 2025 Feb 06, 2026
Granite FO LLC History No change 612 236 0.13% 0.13% 713 0 0.0% Q4 2025 Feb 06, 2026
Partners in Financial Planning History No change 611 236 0.04% 0.04% 714 0 0.0% Q4 2025 Feb 02, 2026
Vigilare Wealth Management History Reduced 607 234 0.08% 2.82% 715 -20,874 -97.17% Q4 2025 Jan 07, 2026
Golden State Equity Partners History New 603 233 0.04% — 717 +603 New Q4 2025 Jan 29, 2026
ICONIQ Capital, LLC History No change 603 233 0.0% 0.0% 716 0 0.0% Q4 2025 Feb 13, 2026
CFO4Life Group, LLC History Reduced 600 232 0.03% 0.03% 718 -15 -2.44% Q4 2025 Feb 06, 2026
CRA Financial Services, LLC History No change 600 232 0.03% 0.03% 719 0 0.0% Q4 2025 Jan 16, 2026
Stone Wealth Partners History New 596 230 0.2% — 720 +596 New Q4 2025 Feb 24, 2026
ROTHSCHILD INVESTMENT LLC History No change 593 229 0.01% 0.01% 721 0 0.0% Q4 2025 Feb 10, 2026
First Command Advisory Services, Inc. History No change 588 227 0.0% 0.0% 722 0 0.0% Q4 2025 Feb 11, 2026
Newton One Investments LLC History Added to 586 226 0.07% 0.07% 723 +1 0.17% Q4 2025 Jan 23, 2026
Wayfinding Financial, LLC History No change 584 225 0.1% 0.1% 724 0 0.0% Q4 2025 Feb 12, 2026
LONDON CO OF VIRGINIA History Added to 580 224 0.0% 0.0% 725 +473 442.06% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History No change 581 224 0.0% 0.0% 726 0 0.0% Q4 2025 Jan 22, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History New 578 223 0.0% — 727 +578 New Q4 2025 Feb 06, 2026
SB Capital Management Inc History New 578 223 0.08% — 728 +578 New Q4 2025 Feb 20, 2026
Strategic Advocates LLC History No change 574 223 0.06% 0.06% 729 0 0.0% Q4 2025 Feb 11, 2026
EARNEST PARTNERS LLC History New 576 222 0.0% — 730 +576 New Q4 2025 Feb 12, 2026
StoneX Group Inc. History Reduced 567 220 0.01% 0.01% 731 -215 -27.49% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 568 219 0.0% 0.0% 733 +6 1.07% Q4 2025 Feb 02, 2026
Freestone Capital Holdings, LLC History Added to 568 219 0.01% 0.01% 732 +1 0.18% Q4 2025 Jan 23, 2026
BURNEY CO/ History No change 566 218 0.01% 0.01% 734 0 0.0% Q4 2025 Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 561 217 0.01% 0.02% 735 -40 -6.66% Q4 2025 Feb 06, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 563 217 0.03% 0.03% 737 +1 0.18% Q4 2025 Jan 15, 2026
Passive Capital Management, LLC. History No change 561 217 0.07% 0.07% 736 0 0.0% Q4 2025 Feb 05, 2026
Godfrey Financial Associates, Inc. History New 560 216 0.19% — 739 +560 New Q4 2025 Feb 10, 2026
DecisionMap Wealth Management, LLC History No change 559 216 0.13% 0.14% 738 0 0.0% Q4 2025 Jan 07, 2026
DV Trading LLC History New 556 215 0.01% — 741 +556 New Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History No change 558 215 0.01% 0.01% 740 0 0.0% Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History Reduced 555 214 0.01% 0.02% 742 -99 -15.14% Q4 2025 Feb 20, 2026
Kohmann Bosshard Financial Services, LLC History No change 555 214 0.02% 0.02% 743 0 0.0% Q4 2025 Jan 30, 2026
Austin Wealth Management, LLC History No change 548 214 0.03% 0.03% 744 0 0.0% Q4 2025 Jan 26, 2026
BetterWealth, LLC History No change 551 213 0.05% 0.05% 745 0 0.0% Q4 2025 Jan 15, 2026
Gateway Wealth Partners, LLC History New 550 212 0.02% — 749 +550 New Q4 2025 Feb 11, 2026
Allegheny Financial Group History Added to 548 212 0.03% 0.04% 747 +1 0.18% Q4 2025 Feb 02, 2026
MCF Advisors LLC History No change 550 212 0.01% 0.01% 746 0 0.0% Q4 2025 Feb 11, 2026
Kearns & Associates LLC History No change 549 212 0.11% 0.11% 748 0 0.0% Q4 2025 Jan 08, 2026
UPTICK PARTNERS, LLC History Reduced 547 211 0.04% 0.06% 750 -22 -3.87% Q4 2025 Feb 02, 2026
American Financial Advisors, LLC History Added to 544 210 0.03% 0.03% 752 +1 0.18% Q4 2025 Feb 03, 2026
Cadence Bank History No change 545 210 0.01% 0.01% 751 0 0.0% Q4 2025 Jan 30, 2026
Marks Group Wealth Management, Inc History No change 545 210 0.02% 0.02% 753 0 0.0% Q4 2025 Feb 11, 2026
Harfst & Associates, Inc. History Reduced 536 207 0.04% 0.04% 754 -25 -4.46% Q4 2025 Feb 10, 2026
Campion Asset Management History Reduced 535 206 0.14% 0.16% 755 -52 -8.86% Q4 2025 Feb 17, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 530 205 0.02% 0.02% 756 0 0.0% Q4 2025 Jan 08, 2026
WealthShield Partners, LLC History No change 532 205 0.02% 0.02% 757 0 0.0% Q4 2025 Feb 03, 2026
Diversify Advisory Services, LLC History Reduced 520 204 0.01% 0.01% 758 -46 -8.13% Q4 2025 Jan 23, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History New 525 203 0.01% — 759 +525 New Q4 2025 Jan 13, 2026
Lanham O'Dell & Company, Inc. History New 525 203 0.06% — 760 +525 New Q4 2025 Jan 12, 2026
Synergy Investment Management, LLC History Reduced 527 203 0.07% 0.08% 761 -13 -2.41% Q4 2025 Feb 06, 2026
Shepherd Financial Partners LLC History New 524 202 0.02% — 762 +524 New Q4 2025 Feb 10, 2026
Peak Retirement Planning, Inc. History New 524 202 0.05% — 763 +524 New Q4 2025 Feb 10, 2026
GSG Advisors LLC History New 517 200 0.05% — 764 +517 New Q4 2025 Jan 08, 2026
Security National Bank History No change 509 196 0.03% 0.03% 765 0 0.0% Q4 2025 Feb 05, 2026
Financial Gravity Asset Management, Inc. History Reduced 504 194 0.04% 0.1% 766 -811 -61.67% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History No change 504 194 0.01% 0.01% 767 0 0.0% Q4 2025 Feb 23, 2026
Plante Moran Financial Advisors, LLC History Added to 496 191 0.01% 0.01% 768 +1 0.2% Q4 2025 Feb 05, 2026
Estate Planners Group, LLC History New 488 188 0.08% — 770 +488 New Q4 2025 Apr 07, 2026
VSM Wealth Advisory, LLC History No change 487 188 0.06% 0.06% 769 0 0.0% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Reduced 485 187 0.01% 0.02% 771 -472 -49.32% Q4 2025 Feb 10, 2026
UNION SAVINGS BANK History New 472 182 0.08% — 773 +472 New Q4 2025 Mar 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 473 182 0.01% 0.01% 772 0 0.0% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History No change 446 172 0.0% 0.0% 774 0 0.0% Q4 2025 Jan 20, 2026
Addison Advisors LLC History No change 443 171 0.04% 0.04% 775 0 0.0% Q4 2025 Feb 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 435 168 0.03% 0.03% 776 0 0.0% Q4 2025 Feb 10, 2026
Key FInancial Inc History Reduced 425 164 0.03% 0.03% 777 -13 -2.97% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History No change 422 163 0.01% 0.01% 778 0 0.0% Q4 2025 Feb 13, 2026
Prestige Wealth Management Group LLC History Added to 405 156 0.03% 0.03% 779 +1 0.25% Q4 2025 Feb 11, 2026
TSFG, LLC History No change 400 155 0.02% 0.02% 780 0 0.0% Q4 2025 Feb 04, 2026
Realta Investment Advisors History Added to 395 152 0.05% 0.03% 782 +195 97.5% Q4 2025 Jan 20, 2026
PITTENGER & ANDERSON INC History No change 395 152 0.01% 0.01% 781 0 0.0% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History New 391 151 0.01% — 784 +391 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 391 151 0.0% 0.0% 783 +109 38.65% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History Added to 387 149 0.0% 0.0% 785 +62 19.08% Q4 2025 Jan 16, 2026
Operose Advisors LLC History No change 378 146 0.03% 0.04% 786 0 0.0% Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History Reduced 377 145 0.02% 0.99% 787 -15,180 -97.58% Q4 2025 Jan 21, 2026
TFC Financial Management, Inc. History No change 375 145 0.02% 0.02% 788 0 0.0% Q4 2025 Jan 23, 2026
Kilter Group LLC History No change 370 143 0.06% 0.07% 789 0 0.0% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 369 142 0.0% 0.0% 790 0 0.0% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 353 136 0.0% 0.0% 791 +345 4312.5% Q4 2025 Feb 05, 2026
Golden State Wealth Management, LLC History No change 345 133 0.01% 0.01% 792 0 0.0% Q4 2025 Feb 13, 2026
Abound Wealth Management History Reduced 305 117 0.03% 0.03% 793 -38 -11.08% Q4 2025 Jan 12, 2026
Front Row Advisors LLC History No change 300 116 0.04% 0.04% 794 0 0.0% Q4 2025 Feb 12, 2026
NWK Group, Inc. History No change 293 113 0.04% 0.04% 795 0 0.0% Q4 2025 Feb 09, 2026
SHP Wealth Management History New 291 112 0.01% — 796 +291 New Q4 2025 Mar 04, 2026
one8zero8, LLC History No change 290 112 0.02% 0.02% 797 0 0.0% Q4 2025 Feb 17, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 285 110 0.02% 0.02% 798 0 0.0% Q4 2025 Feb 12, 2026
Cranbrook Wealth Management, LLC History No change 275 106 0.02% 0.02% 799 0 0.0% Q4 2025 Jan 28, 2026
Concord Wealth Partners History Added to 262 101 0.01% 0.01% 800 +1 0.38% Q4 2025 Jan 29, 2026
Pinnacle Wealth Planning Services, Inc. History New 261 100 0.01% — 802 +261 New Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History No change 259 100 0.01% 0.01% 801 0 0.0% Q4 2025 Feb 17, 2026
CoreFirst Bank & Trust History New 258 99 0.05% — 803 +258 New Q4 2025 Feb 11, 2026
Cape Investment Advisory, Inc. History Added to 247 95 0.03% 0.01% 804 +208 533.33% Q4 2025 Feb 17, 2026
DUNCKER STREETT & CO INC History Reduced 240 92 0.02% 0.04% 805 -320 -57.14% Q4 2025 Jan 27, 2026
Gould Capital, LLC History Reduced 238 92 0.06% 0.08% 808 -93 -28.1% Q4 2025 Feb 13, 2026
Tower View Wealth Management LLC History Added to 240 92 0.05% 0.05% 807 +1 0.42% Q4 2025 Jan 23, 2026
JNBA Financial Advisors History No change 240 92 0.01% 0.01% 806 0 0.0% Q4 2025 Jan 26, 2026
Founders Financial Alliance, LLC History Reduced 237 91 0.02% 0.02% 809 -9 -3.66% Q4 2025 Feb 12, 2026
Bangor Savings Bank History No change 225 87 0.01% 0.01% 810 0 0.0% Q4 2025 Jan 16, 2026
Parallel Advisors, LLC History No change 224 86 0.0% 0.0% 811 0 0.0% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Reduced 218 84 0.0% 0.0% 812 -30 -12.1% Q4 2025 Feb 17, 2026
Centennial Bank/AR/ History No change 207 80 0.03% 0.03% 813 0 0.0% Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History No change 208 80 0.05% 0.05% 814 0 0.0% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History No change 200 77 0.0% 0.0% 815 0 0.0% Q4 2025 Jan 07, 2026
Pflug Koory, LLC History No change 198 76 0.04% 0.04% 816 0 0.0% Q4 2025 Jan 20, 2026
Qube Research & Technologies Ltd History Reduced 195 75 0.0% 0.0% 817 -263 -57.42% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Reduced 195 75 0.0% 0.01% 818 -67 -25.57% Q4 2025 Jan 05, 2026
Strategic Wealth Advisors LLC History New 175 67 0.06% — 820 +175 New Q4 2025 Feb 03, 2026
Dougherty Wealth Advisers LLC History No change 175 67 0.04% 0.04% 819 0 0.0% Q4 2025 Jan 29, 2026
Center for Financial Planning, Inc. History Reduced 171 66 0.01% 0.01% 821 -5 -2.84% Q4 2025 Feb 05, 2026
Lodestone Wealth Management LLC History New 166 64 0.03% — 824 +166 New Q4 2025 Jan 15, 2026
MidFirst Bank History New 166 64 0.01% — 825 +166 New Q4 2025 Feb 25, 2026
Silicon Valley Capital Partners History Added to 168 64 0.01% 0.01% 822 +1 0.6% Q4 2025 Feb 13, 2026
Missouri Trust & Investment Co History No change 167 64 0.02% 0.02% 823 0 0.0% Q4 2025 Feb 13, 2026
Laurel Wealth Advisors LLC History New 165 63 0.01% — 827 +165 New Q4 2025 Jan 30, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 163 63 0.01% 0.01% 826 -4 -2.4% Q4 2025 Feb 09, 2026
ORG Partners LLC History No change 152 58 0.01% 0.01% 828 0 0.0% Q4 2025 Jan 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 148 57 0.04% 0.04% 829 0 0.0% Q4 2025 Feb 05, 2026
Tidemark, LLC History No change 148 57 0.02% 0.02% 830 0 0.0% Q4 2025 Feb 10, 2026
Atlantic Private Wealth, LLC History Added to 141 54 0.03% 0.03% 831 +1 0.71% Q4 2025 Feb 11, 2026
BALLAST ADVISORS LLC History Reduced 131 50 0.01% 0.01% 832 -9 -6.43% Q4 2025 Feb 03, 2026
Team Financial Group, LLC History No change 131 50 0.02% 0.02% 833 0 0.0% Q4 2025 Jan 13, 2026
Advocate Investing Services LLC History New 126 48 0.04% — 834 +126 New Q4 2025 Feb 12, 2026
Horizons Wealth Management History No change 122 47 0.03% 0.03% 835 0 0.0% Q4 2025 Jan 05, 2026
Financial Connections Group, Inc. History No change 120 46 0.02% 0.02% 836 0 0.0% Q4 2025 Jan 23, 2026
Copia Wealth Management History No change 117 45 0.03% 0.03% 837 0 0.0% Q4 2025 Feb 06, 2026
Glass Jacobson Investment Advisors llc History No change 110 42 0.02% 0.01% 838 0 0.0% Q4 2025 Jan 22, 2026
Federation des caisses Desjardins du Quebec History No change 106 41 0.0% 0.0% 839 0 0.0% Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History No change 108 41 0.01% 0.01% 840 0 0.0% Q4 2025 Feb 11, 2026
LRI Investments, LLC History New 100 38 0.0% — 843 +100 New Q4 2025 Feb 04, 2026
NBC SECURITIES, INC. History No change 100 38 0.0% 0.0% 841 0 0.0% Q4 2025 Jan 29, 2026
MONETARY MANAGEMENT GROUP INC History No change 100 38 0.01% 0.01% 842 0 0.0% Q4 2025 Feb 11, 2026
Washington Trust Advisors, Inc. History No change 93 35 0.0% 0.0% 844 0 0.0% Q4 2025 Feb 03, 2026
Park Place Capital Corp History No change 83 32 0.01% 0.01% 845 0 0.0% Q4 2025 Jan 09, 2026
Breakwater Investment Management History No change 83 32 0.01% 0.01% 846 0 0.0% Q4 2025 Feb 02, 2026
Smithfield Trust Co History New 77 30 0.0% — 847 +77 New Q4 2025 Feb 09, 2026
JDM Financial Group LLC History No change 73 28 0.01% 0.01% 848 0 0.0% Q4 2025 Feb 02, 2026
MOTCO History No change 68 26 0.0% 0.0% 849 0 0.0% Q4 2025 Feb 06, 2026
SITTNER & NELSON, LLC History New 63 24 0.01% — 850 +63 New Q4 2025 Feb 11, 2026
Game Plan Financial Advisors, LLC History Reduced 60 23 0.01% 0.01% 851 -15 -20.0% Q4 2025 Jan 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 60 23 0.01% 0.01% 852 0 0.0% Q4 2025 Feb 17, 2026
Trust Co History Added to 58 22 0.0% 0.0% 853 +23 65.71% Q4 2025 Jan 15, 2026
Coston, McIsaac & Partners History No change 59 22 0.01% 0.01% 854 0 0.0% Q4 2025 Feb 03, 2026
High Point Wealth Management, LLC History New 57 21 0.02% — 857 +57 New Q4 2025 Jan 29, 2026
CARDIFF PARK ADVISORS, LLC History No change 55 21 0.0% 0.0% 855 0 0.0% Q4 2025 Feb 17, 2026
ELEVATE WEALTH ADVISORY, INC History No change 56 21 0.01% 0.02% 856 0 0.0% Q4 2025 Jan 27, 2026
CNB Bank History No change 50 19 0.01% 0.01% 858 0 0.0% Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History No change 50 19 0.01% 0.0% 859 0 0.0% Q4 2025 Jan 28, 2026
Glassman Wealth Services History No change 49 18 0.0% 0.0% 860 0 0.0% Q4 2025 Jan 28, 2026
Oakworth Capital, Inc. History No change 44 17 0.0% 0.0% 861 0 0.0% Q4 2025 Jan 30, 2026
CAMBIENT FAMILY OFFICE, LLC History New 42 16 0.0% — 863 +42 New Q4 2025 Feb 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 43 16 0.0% 0.0% 862 0 0.0% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History New 34 13 0.0% — 864 +34 New Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 34 13 0.01% — 865 +34 New Q4 2025 Feb 19, 2026
Creative Capital Management Investments LLC History New 31 11 0.0% — 866 +31 New Q4 2025 Jan 23, 2026
Frazier Financial Advisors, LLC History No change 31 11 0.01% 0.01% 867 0 0.0% Q4 2025 Feb 09, 2026
Glen Eagle Advisors, LLC History No change 30 11 0.0% 0.0% 868 0 0.0% Q4 2025 Feb 13, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 27 10 0.0% 0.0% 870 +1 3.85% Q4 2025 Jan 14, 2026
Delos Wealth Advisors, LLC History No change 28 10 0.01% 0.01% 869 0 0.0% Q4 2025 Feb 17, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 25 9 0.01% — 871 +25 New Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 19 7 0.0% — 872 +19 New Q4 2025 Feb 13, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 14 5 0.0% — 873 +14 New Q4 2025 Jan 22, 2026
GW&K Investment Management, LLC History No change 14 5 0.0% 0.0% 874 0 0.0% Q4 2025 Feb 11, 2026
Armor Investment Advisors, LLC History Reduced 11 4 0.0% 0.01% 875 -35 -76.09% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History New 10 3 0.0% — 877 +10 New Q4 2025 Jan 08, 2026
Rossby Financial, LCC History New 10 3 0.0% — 878 +10 New Q4 2025 Feb 12, 2026
Wealth Enhancement Trust Services, Inc. History New 10 3 0.0% — 879 +10 New Q4 2025 Jan 27, 2026
IFC & Insurance Marketing, Inc. History New 9 3 0.0% — 880 +9 New Q4 2025 Feb 12, 2026
WOLFF WIESE MAGANA LLC History No change 10 3 0.0% 0.0% 876 0 0.0% Q4 2025 Jan 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5 2 0.0% 0.0% 881 0 0.0% Q4 2025 Jan 15, 2026
BFSG, LLC History Reduced 5 1 0.0% 0.0% 882 -4 -44.44% Q4 2025 Jan 22, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 5 1 0.0% 0.0% 883 0 0.0% Q4 2025 Jan 28, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.75% — -82,343 -100.0% Q3 2025 Oct 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 — 0.07% — -41,937 -100.0% Q3 2025 Nov 14, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -17,236 -100.0% Q3 2025 Nov 12, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 — 0.01% — -12,116 -100.0% Q3 2025 Nov 13, 2025
My Personal CFO, LLC History Closed out 0 0 — 1.36% — -9,286 -100.0% Q3 2025 Oct 21, 2025
FIDUCIENT ADVISORS LLC History Closed out 0 0 — 0.37% — -8,375 -100.0% Q3 2025 Oct 30, 2025
Vertex Planning Partners, LLC History Closed out 0 0 — 0.42% — -5,815 -100.0% Q3 2025 Nov 18, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -5,419 -100.0% Q3 2025 Nov 13, 2025
KCM INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.06% — -5,117 -100.0% Q3 2025 Nov 12, 2025
Harvest Investment Services, LLC History Closed out 0 0 — 0.39% — -5,063 -100.0% Q3 2025 Nov 17, 2025
Blue Capital, Inc. History Closed out 0 0 — 1.01% — -3,597 -100.0% Q3 2025 Nov 14, 2025
TBH Global Asset Management, LLC History Closed out 0 0 — 0.17% — -2,236 -100.0% Q3 2025 Oct 20, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 1.65% — -2,018 -100.0% Q3 2025 Nov 17, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -1,558 -100.0% Q3 2025 Nov 10, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.03% — -813 -100.0% Q3 2025 Oct 15, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.03% — -753 -100.0% Q3 2025 Nov 03, 2025
Berman McAleer LLC History Closed out 0 0 — 0.03% — -632 -100.0% Q3 2025 Nov 04, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.03% — -584 -100.0% Q3 2025 Nov 14, 2025
TCP Asset Management, LLC History Closed out 0 0 — 0.04% — -557 -100.0% Q3 2025 Oct 07, 2025
Austin Private Wealth, LLC History Closed out 0 0 — 0.02% — -555 -100.0% Q3 2025 Oct 17, 2025
EdgeRock Capital LLC History Closed out 0 0 — 0.06% — -550 -100.0% Q3 2025 Oct 28, 2025
One Charles Private Wealth Services, LLC History Closed out 0 0 — 0.05% — -542 -100.0% Q3 2025 Nov 12, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 — 0.03% — -266 -100.0% Q3 2025 Nov 05, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -195 -100.0% Q3 2025 Oct 07, 2025
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Closed out 0 0 — 0.01% — -175 -100.0% Q3 2025 Oct 27, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -120 -100.0% Q3 2025 Nov 06, 2025
Caldwell Trust Co History Closed out 0 0 — 0.0% — -98 -100.0% Q3 2025 Oct 23, 2025
Bank of Jackson Hole Trust History Closed out 0 0 — 0.01% — -75 -100.0% Q3 2025 Oct 31, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -75 -100.0% Q3 2025 Nov 03, 2025
Activest Wealth Management History Closed out 0 0 — 0.01% — -73 -100.0% Q3 2025 Nov 03, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -32 -100.0% Q3 2025 Nov 12, 2025
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -32 -100.0% Q3 2025 Nov 04, 2025
Financial Life Planners History Closed out 0 0 — 0.01% — -22 -100.0% Q3 2025 Nov 13, 2025
Morling Financial Advisors, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 04, 2025
Nemes Rush Group LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
Aventura Private Wealth, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 07, 2026