iSHARES TRUST - IXUS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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
BlackRock, Inc. History Reduced 290,381,429 24,577,884 0.42% 0.43% 1 -3,878,508 -1.32% Q4 2025 Feb 12, 2026
Acorns Advisers, LLC History Added to 36,623,425 3,099,807 23.27% 23.06% 2 +1,128,206 3.18% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 23,357,070 1,976,942 0.62% 0.6% 3 +394,920 1.72% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 11,735,983 993,333 0.29% 0.29% 4 -329,102 -2.73% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Added to 11,314,184 957,632 1.12% 0.79% 5 +3,242,686 40.17% Q4 2025 Jan 30, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 10,749,069 909,801 1.73% 1.4% 6 +2,414,465 28.97% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 9,912,876 839,025 0.05% 0.04% 7 +2,350,191 31.08% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,219,818 695,725 0.05% 0.05% 8 -217,591 -2.58% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 7,848,801 664,322 4.07% 4.03% 9 +227,814 2.99% Q4 2025 Jan 29, 2026
Focus Partners Wealth History Reduced 6,665,623 563,760 0.64% 0.92% 10 -208,849 -3.04% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 5,815,625 492,234 2.75% 2.93% 11 -25,122 -0.43% Q4 2025 Feb 03, 2026
Mill Creek Capital Advisors, LLC History Added to 5,226,735 442,390 9.01% 8.82% 12 +38,112 0.73% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,316,974 365,388 0.1% 0.09% 13 +586,414 15.72% Q4 2025 Feb 11, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History Added to 3,420,965 289,552 8.62% 10.91% 14 +383,295 12.62% Q4 2025 Feb 13, 2026
AMICA MUTUAL INSURANCE CO History No change 3,343,208 282,819 24.6% 25.36% 15 0 0.0% Q4 2025 Feb 10, 2026
Clark Capital Management Group, Inc. History Reduced 2,861,800 242,222 1.49% 1.53% 16 -104,278 -3.52% Q4 2025 Feb 17, 2026
Waldron Private Wealth LLC History Added to 2,754,129 233,109 9.21% 8.92% 17 +88,669 3.33% Q4 2025 Jan 14, 2026
Mariner, LLC History Added to 2,601,225 220,168 0.26% 0.27% 18 +38,710 1.51% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 2,478,819 209,808 0.03% — 19 +2,478,819 New Q4 2025 Feb 17, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 2,067,533 174,996 7.28% 7.03% 20 +60,981 3.04% Q4 2025 Jan 27, 2026
AMERIPRISE FINANCIAL INC History Added to 2,058,761 174,252 0.04% 0.04% 21 +198,150 10.65% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 2,049,699 173,486 0.03% 0.03% 22 -25,228 -1.22% Q4 2025 Jan 29, 2026
Fund Evaluation Group, LLC History Added to 2,043,417 172,954 5.72% 5.14% 23 +324,706 18.89% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 1,900,008 160,816 0.03% 0.03% 24 +32,914 1.76% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 1,860,737 157,492 0.17% 0.17% 25 +85,305 4.8% Q4 2025 Feb 06, 2026
JANE STREET GROUP, LLC History Added to 1,825,415 154,503 0.02% 0.01% 26 +1,173,239 179.9% Q4 2025 Feb 12, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 1,752,628 148,342 10.33% 10.18% 27 +49,721 2.92% Q4 2025 Jan 07, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 1,647,735 139,464 1.41% 4.76% 28 -4,275,825 -72.18% Q4 2025 Jan 23, 2026
AMG National Trust Bank History Added to 1,611,901 136,431 3.21% 3.15% 29 +40,402 2.57% Q4 2025 Jan 30, 2026
Hardy Reed LLC History Added to 1,596,075 135,091 9.63% 9.6% 30 +17,625 1.12% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Added to 1,581,128 133,827 0.31% 0.31% 31 +19,733 1.26% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 1,575,178 133,323 0.15% 0.16% 32 -60,919 -3.72% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,500,772 127,025 0.01% 0.0% 33 +1,479,172 6848.02% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,486,642 125,829 4.39% 3.88% 34 +116,284 8.49% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 1,467,071 124,172 0.51% — 35 +1,467,071 New Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,366,671 115,675 0.15% 0.15% 36 -70,639 -4.91% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 1,350,948 114,344 0.84% 0.85% 37 +16,020 1.2% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,288,342 109,045 0.03% 0.03% 38 +257,916 25.03% Q4 2025 Feb 18, 2026
BANK OF HAWAII History Reduced 1,183,625 100,182 4.95% 4.9% 39 -5,023 -0.42% Q4 2025 Mar 03, 2026
Prime Capital Investment Advisors, LLC History Reduced 1,155,197 97,775 1.19% 1.22% 40 -20,727 -1.76% Q4 2025 Jan 21, 2026
Compass Ion Advisors, LLC History Added to 1,128,228 95,493 9.09% 8.77% 41 +26,110 2.37% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 1,089,645 92,227 0.01% 0.0% 42 +901,806 480.1% Q4 2025 Mar 25, 2026
Capstone Financial Advisors, Inc. History Added to 917,126 77,625 4.13% 4.1% 43 +424 0.05% Q4 2025 Feb 17, 2026
ALERUS FINANCIAL NA History Reduced 893,285 75,607 3.7% 3.82% 44 -16,770 -1.84% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 867,962 73,464 0.0% 0.0% 45 +81,088 10.31% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 805,037 68,138 0.04% 0.04% 46 +54,689 7.29% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 795,336 67,317 0.54% 0.35% 47 -25,051 -3.05% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 781,970 66,185 1.48% 2.05% 48 +45,806 6.22% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 769,302 65,130 0.1% 0.11% 49 -152,083 -16.51% Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 767,457 64,957 1.23% 1.29% 50 -20,287 -2.58% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Added to 761,756 64,475 0.17% 0.16% 51 +54,923 7.77% Q4 2025 Feb 05, 2026
Legacy Wealth Management, Inc History Reduced 753,401 63,767 3.67% 3.72% 52 -10,712 -1.4% Q4 2025 Jan 21, 2026
TRUE Private Wealth Advisors History Added to 714,065 60,438 6.06% 5.88% 53 +16,043 2.3% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History Added to 705,744 59,734 2.94% 2.78% 54 +50,812 7.76% Q4 2025 Feb 11, 2026
M&T BANK CORP History Reduced 645,905 54,669 0.18% 0.23% 55 -180,736 -21.86% Q4 2025 Jan 30, 2026
Corient Private Wealth LLC History Reduced 689,041 54,049 0.07% 0.09% 56 -3,003 -0.43% Q4 2025 Mar 09, 2026
Tiller Private Wealth, Inc. History Reduced 623,204 52,747 18.77% 18.34% 57 -940 -0.15% Q4 2025 Jan 14, 2026
Aviso Financial Inc. History Added to 603,318 51,064 1.94% 1.83% 58 +57,820 10.6% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 596,087 50,452 0.03% 0.01% 59 +364,510 157.4% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Added to 593,454 50,229 0.72% 0.66% 60 +61,455 11.55% Q4 2025 Feb 02, 2026
EQUITABLE TRUST CO History Reduced 553,114 46,815 2.09% 2.12% 61 -6,389 -1.14% Q4 2025 Feb 02, 2026
Astoria Strategic Wealth, Inc. History Added to 547,701 46,357 11.67% 11.4% 62 +1,742 0.32% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Added to 524,566 44,399 0.04% 0.04% 63 +8,369 1.62% Q4 2025 Feb 13, 2026
Chesley Taft & Associates LLC History Added to 503,602 42,624 1.68% 1.58% 64 +52,900 11.74% Q4 2025 Jan 14, 2026
MML INVESTORS SERVICES, LLC History Added to 496,197 41,998 0.1% 0.11% 65 +5,217 1.06% Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History Reduced 485,529 41,095 1.54% 1.54% 66 -12,829 -2.57% Q4 2025 Feb 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 475,862 40,276 2.6% 2.69% 67 -17,279 -3.5% Q4 2025 Jan 26, 2026
Geneos Wealth Management Inc. History Reduced 475,258 40,225 0.98% 1.01% 68 -8,255 -1.71% Q4 2025 Jan 28, 2026
Select Equity Group, L.P. History New 474,760 40,183 0.17% — 69 +474,760 New Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 461,681 39,076 0.63% 0.69% 70 +52,823 12.92% Q4 2025 Mar 12, 2026
Aptus Capital Advisors, LLC History New 461,177 39,034 0.28% — 71 +461,177 New Q4 2025 Feb 13, 2026
Standpoint Asset Management, LLC History Reduced 444,400 37,614 8.59% 8.58% 72 -15,400 -3.35% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 425,900 36,048 0.56% 0.61% 73 -25,190 -5.58% Q4 2025 Feb 12, 2026
Charter Oak Capital Management, LLC History Reduced 414,803 35,108 2.68% 2.83% 74 -21,611 -4.95% Q4 2025 Jan 23, 2026
Bricktown Capital, LLC History Added to 410,126 34,713 5.84% 4.89% 75 +50,576 14.07% Q4 2025 Jan 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 396,144 33,529 0.02% 0.02% 76 -9,376 -2.31% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 389,830 32,995 0.03% 0.0% 77 +389,100 53301.37% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 377,912 32,901 0.04% 0.05% 78 +5,283 1.42% Q4 2025 Jan 08, 2026
Allen Investment Management, LLC History Added to 388,292 32,865 0.36% 0.36% 79 +465 0.12% Q4 2025 Feb 10, 2026
Skyline Advisors, Inc. History Added to 368,545 31,193 10.41% 10.32% 80 +5,903 1.63% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 363,048 30,814 0.05% 0.06% 81 -22,303 -5.79% Q4 2025 Feb 05, 2026
DRW Securities, LLC History New 358,471 30,340 0.8% — 82 +358,471 New Q4 2025 Feb 12, 2026
Adventist Health System/ West History Reduced 340,741 28,840 4.85% 6.22% 83 -121,627 -26.31% Q4 2025 Feb 18, 2026
Stone House Investment Management, LLC History Added to 328,212 27,779 4.31% 4.08% 84 +34,784 11.85% Q4 2025 Jan 21, 2026
Clearstead Advisors, LLC History Added to 327,525 27,721 0.35% 0.32% 85 +29,804 10.01% Q4 2025 Feb 09, 2026
Meridian Wealth Partners, LLC History Added to 322,208 27,271 3.76% 3.35% 86 +27,028 9.16% Q4 2025 Feb 13, 2026
Vantage Financial Partners, LLC History Added to 319,489 27,041 5.49% 5.5% 87 +3,256 1.03% Q4 2025 Feb 03, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 315,422 26,697 2.68% 2.1% 88 +71,882 29.52% Q4 2025 Jan 27, 2026
HUB Investment Partners, LLC History Added to 300,392 25,425 0.66% 0.81% 89 +5,418 1.84% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 290,287 24,569 0.14% 0.2% 90 -106,652 -26.87% Q4 2025 Feb 10, 2026
Ullmann Wealth Partners Group, LLC History Reduced 286,104 24,018 2.5% 2.6% 91 -2,042 -0.71% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Reduced 276,872 23,434 0.27% 0.27% 92 -1,641 -0.59% Q4 2025 Jan 15, 2026
Cerity Partners LLC History Reduced 245,374 20,768 0.03% 0.03% 93 -13,146 -5.09% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Added to 242,254 20,504 0.24% 0.17% 94 +10,396 4.48% Q4 2025 Feb 13, 2026
Wick Capital Partners, LLC History Added to 240,362 20,344 3.65% 4.13% 95 +30,733 14.66% Q4 2025 Mar 02, 2026
REGATTA CAPITAL GROUP, LLC History Added to 239,970 20,311 3.07% 3.03% 96 +7,447 3.2% Q4 2025 Jan 13, 2026
Advisory Services Network, LLC History Added to 237,662 20,115 0.28% 0.08% 97 +168,504 243.65% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 235,739 19,952 0.08% 0.08% 98 +3,039 1.31% Q4 2025 Feb 12, 2026
Magnolia Wealth Management, LLC History Added to 233,935 19,800 11.83% 11.65% 99 +5,970 2.62% Q4 2025 Jan 27, 2026
MontVue Capital Management, Inc. History Reduced 225,548 19,090 12.7% 12.6% 100 -1,945 -0.85% Q4 2025 Jan 27, 2026
FIRST HAWAIIAN BANK History No change 219,228 18,555 2.47% 2.32% 101 0 0.0% Q4 2025 Jan 05, 2026
HB Wealth Management, LLC History Added to 217,656 18,422 0.12% 0.12% 102 +7,366 3.5% Q4 2025 Jan 28, 2026
CADINHA & CO LLC History Added to 214,820 18,182 2.81% 0.54% 103 +166,499 344.57% Q4 2025 Jan 28, 2026
Strategic Point Investment Advisors, LLC History Added to 211,955 17,939 2.48% 2.46% 104 +4,805 2.32% Q4 2025 Jan 15, 2026
Creative Planning History Added to 209,962 17,771 0.01% 0.01% 105 +77,836 58.91% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 209,571 17,738 0.15% 0.14% 106 -3,801 -1.78% Q4 2025 Jan 05, 2026
Finley Financial, LLC History Added to 207,909 17,597 8.06% 7.54% 107 +10,532 5.34% Q4 2025 Jan 21, 2026
McKinley Carter Wealth Services, Inc. History Reduced 207,164 17,534 0.98% 0.96% 108 -14,614 -6.59% Q4 2025 Feb 06, 2026
Kastel Capital Advisors, LLC History New 206,903 17,512 10.75% — 109 +206,903 New Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Added to 206,171 17,450 0.01% 0.0% 110 +156,493 315.01% Q4 2025 Feb 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 204,180 17,281 0.26% 0.28% 111 -13,906 -6.38% Q4 2025 Jan 22, 2026
Spectrum Investment Advisors, Inc. History New 203,768 17,246 8.64% — 112 +203,768 New Q4 2025 Jan 28, 2026
Goldstein Advisors, LLC History Reduced 202,739 17,159 1.95% 2.06% 113 -2,667 -1.3% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 201,110 17,021 0.23% 0.3% 114 +8,538 4.43% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Added to 199,333 16,871 0.08% 0.08% 115 +7,448 3.88% Q4 2025 Feb 17, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 188,484 15,953 3.38% 2.68% 116 -7,478 -3.82% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 187,728 15,889 0.2% 0.18% 117 +23,248 14.13% Q4 2025 Feb 09, 2026
White Lighthouse Investment Management Inc. History Reduced 187,638 15,881 2.22% 2.38% 118 -1,048 -0.56% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 183,226 15,568 0.2% 0.21% 119 -7,936 -4.15% Q4 2025 Jan 23, 2026
Patrick Mauro Investment Advisor, INC. History Added to 183,289 15,513 8.11% 7.6% 120 +7,915 4.51% Q4 2025 Feb 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 182,485 15,445 0.85% 0.93% 121 -377 -0.21% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 213,277 15,023 0.03% 0.03% 122 +6,892 3.34% Q4 2025 Jan 23, 2026
Baker Ellis Asset Management LLC History Added to 176,941 14,976 1.8% 1.65% 123 +14,764 9.1% Q4 2025 Jan 21, 2026
Trinity Wealth Management, LLC History Reduced 169,458 14,342 5.28% 5.27% 124 -806 -0.47% Q4 2025 Jan 15, 2026
TD Capital Management LLC History Reduced 163,634 13,850 1.23% 1.23% 125 -1,864 -1.13% Q4 2025 Feb 26, 2026
ES4, LLC History New 162,963 13,793 9.51% — 126 +162,963 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 162,053 13,716 0.24% 0.29% 127 +5,401 3.45% Q4 2025 Feb 06, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 159,498 13,499 0.51% 0.51% 128 -1,110 -0.69% Q4 2025 Feb 13, 2026
Financial Designs Corp History Added to 158,026 13,375 7.58% 7.51% 129 +3,573 2.31% Q4 2025 Jan 23, 2026
Verus Financial Partners, Inc. History Reduced 148,922 13,341 1.23% 1.22% 130 -4,906 -3.19% Q4 2025 Feb 02, 2026
Forum Private Client Group LLC History Reduced 154,848 13,106 4.47% 4.83% 131 -9,412 -5.73% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 153,234 12,969 0.05% 0.05% 132 -7,293 -4.54% Q4 2025 Jan 30, 2026
Alliance Wealth Advisors, LLC /UT History Added to 148,018 12,528 2.71% 0.66% 133 +113,867 333.42% Q4 2025 Feb 02, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 146,997 12,441 0.09% 0.0% 134 +143,089 3661.44% Q4 2025 Feb 11, 2026
WealthCollab, LLC History Added to 142,253 12,040 4.93% 5.38% 135 +301 0.21% Q4 2025 Jan 27, 2026
Bank of New York Mellon Corp History Reduced 135,561 11,473 0.0% 0.0% 136 -23,869 -14.97% Q4 2025 Feb 10, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 135,456 11,464 1.24% 1.22% 137 +7,668 6.0% Q4 2025 Jan 26, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 135,248 11,447 1.65% 1.51% 138 +10,460 8.38% Q4 2025 Feb 06, 2026
Carl P. Sherr & Co., LLC History Added to 127,039 11,358 5.07% 4.91% 139 +1,412 1.12% Q4 2025 Feb 09, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 132,567 11,220 5.1% 5.47% 140 -5,151 -3.74% Q4 2025 Jan 16, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 130,865 11,076 3.36% 3.28% 141 +4,477 3.54% Q4 2025 Jan 13, 2026
FMR LLC History Added to 129,639 10,972 0.0% 0.0% 142 +13,092 11.23% Q4 2025 Feb 17, 2026
Eldridge Investment Advisors, Inc. History Added to 126,851 10,736 2.36% 2.31% 143 +3,902 3.17% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Reduced 125,283 10,604 0.02% 0.02% 144 -2,867 -2.24% Q4 2025 Mar 16, 2026
Gotham Asset Management, LLC History No change 124,095 10,503 0.04% 0.04% 145 0 0.0% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 123,728 10,472 0.06% 0.07% 146 -2,069 -1.64% Q4 2025 Feb 17, 2026
FORBES J M & CO LLP History Added to 122,947 10,406 0.84% 0.82% 147 +2,726 2.27% Q4 2025 Jan 21, 2026
MCF Advisors LLC History Added to 121,689 10,299 0.57% 0.0% 148 +120,869 14740.12% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 117,811 9,971 0.04% 0.04% 149 +9,220 8.49% Q4 2025 Feb 13, 2026
KFA Private Wealth Group, LLC History Added to 114,781 9,715 2.36% 2.63% 150 +3,446 3.1% Q4 2025 Jan 07, 2026
Savvy Advisors, Inc. History Added to 114,376 9,680 0.31% 0.05% 151 +100,818 743.61% Q4 2025 Jan 20, 2026
Riggs Asset Managment Co. Inc. History Reduced 112,784 9,546 1.93% 2.02% 152 -179 -0.16% Q4 2025 Jan 29, 2026
Ascent Group, LLC History Added to 111,905 9,471 0.32% 0.32% 153 +3,428 3.16% Q4 2025 Jan 20, 2026
Smithfield Trust Co History Added to 111,572 9,442 0.42% 0.39% 154 +6,757 6.45% Q4 2025 Feb 09, 2026
Dynasty Wealth Management, LLC History Added to 110,196 9,326 0.09% 0.11% 155 +7,073 6.86% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 108,439 9,178 0.07% 0.08% 156 +5,788 5.64% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 105,480 8,927 0.1% 0.12% 157 -17,136 -13.98% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 104,397 8,836 0.27% 0.3% 158 -21,606 -17.15% Q4 2025 Feb 11, 2026
SWMG, LLC History Reduced 94,259 8,570 2.38% 2.45% 159 -2,048 -2.13% Q4 2025 Feb 10, 2026
Winthrop Partners - WNY, LLC History New 100,541 8,509 4.58% — 160 +100,541 New Q4 2025 Mar 12, 2026
DV EQUITIES, LLC History New 100,000 8,464 1.52% — 161 +100,000 New Q4 2025 Feb 17, 2026
Newton One Investments LLC History Added to 99,217 8,397 2.48% 2.4% 162 +1,117 1.14% Q4 2025 Jan 23, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 99,161 8,392 3.67% 3.6% 163 -186 -0.19% Q4 2025 Jan 14, 2026
Modern Wealth Management, LLC History Reduced 98,841 8,365 0.15% 0.16% 164 -1,050 -1.05% Q4 2025 Feb 17, 2026
Madison Wealth Partners, Inc History Added to 98,072 8,300 1.51% 1.58% 165 +1,009 1.04% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 97,875 8,284 0.03% 0.03% 166 -1,999 -2.0% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 96,271 8,148 0.09% 0.04% 167 +64,623 204.19% Q4 2025 Jan 23, 2026
Ancora Advisors LLC History Added to 95,168 8,055 0.17% 0.15% 168 +2,462 2.66% Q4 2025 Feb 17, 2026
HILL ISLAND FINANCIAL LLC History Reduced 94,518 8,000 1.91% 2.16% 169 -10,063 -9.62% Q4 2025 Jan 22, 2026
Wealthcare Advisory Partners LLC History Added to 94,066 7,961 0.16% 0.11% 170 +27,460 41.23% Q4 2025 Jan 14, 2026
FC Advisory LLC History Added to 93,106 7,880 2.26% 2.25% 171 +85 0.09% Q4 2025 Jan 13, 2026
OPPENHEIMER & CO INC History Added to 90,263 7,639 0.11% 0.09% 172 +3,856 4.46% Q4 2025 Feb 02, 2026
James J. Burns & Company, LLC History Added to 90,246 7,638 1.05% 1.09% 173 +1,921 2.17% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Reduced 89,998 7,617 1.06% 1.06% 174 -123 -0.14% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 89,782 7,599 0.11% 0.1% 175 +6,547 7.87% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 88,541 7,494 0.42% 0.45% 176 +878 1.0% Q4 2025 Feb 04, 2026
Baird Financial Group, Inc. History Added to 87,708 7,423 0.01% 0.01% 177 +2,739 3.22% Q4 2025 Feb 13, 2026
St. Louis Trust Co History Reduced 85,924 7,272 0.83% 0.88% 178 -5 -0.01% Q4 2025 Feb 09, 2026
Traveka Wealth, LLC History Added to 84,805 7,177 2.92% 2.2% 179 +25,181 42.23% Q4 2025 Jan 08, 2026
Fairvoy Private Wealth, LLC History Added to 83,568 7,073 1.58% 1.55% 180 +1,186 1.44% Q4 2025 Jan 14, 2026
NWAM LLC History Added to 76,847 6,884 0.38% 0.34% 181 +3,313 4.51% Q4 2025 Feb 04, 2026
NBT BANK N A /NY History Added to 1,365 6,879 0.44% 0.45% 182 +2 0.15% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Added to 80,859 6,843 0.05% 0.04% 183 +16,818 26.26% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 80,578 6,820 0.08% 0.05% 184 +22,408 38.52% Q4 2025 Feb 11, 2026
CFO4Life Group, LLC History Reduced 80,369 6,802 0.97% 1.01% 185 -4,010 -4.75% Q4 2025 Feb 06, 2026
Family Manage LLC History Added to 79,263 6,708 0.85% 0.9% 186 +233 0.29% Q4 2025 Feb 17, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 78,241 6,622 0.51% 0.52% 187 +1,551 2.02% Q4 2025 Jan 16, 2026
Allianz Asset Management GmbH History No change 78,126 6,612 0.01% 0.01% 188 0 0.0% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 78,026 6,604 0.02% 0.02% 189 +8,745 12.62% Q4 2025 Jan 26, 2026
First Command Advisory Services, Inc. History Reduced 76,743 6,495 0.05% 0.05% 190 -5,232 -6.38% Q4 2025 Feb 11, 2026
Gleason Group, Inc. History Reduced 75,528 6,392 0.63% 0.67% 191 -4,725 -5.89% Q4 2025 Jan 15, 2026
COMERICA BANK History Added to 75,212 6,365 0.03% 0.02% 192 +1,263 1.71% Q4 2025 Jan 29, 2026
Townsend Financial Planning, LLC History New 74,475 6,303 6.31% — 193 +74,475 New Q4 2025 Feb 17, 2026
Lunt Capital Management, Inc. History Added to 74,169 6,277 2.35% 2.27% 194 +2,212 3.07% Q4 2025 Jan 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 73,180 6,193 0.12% 0.12% 195 +1,913 2.68% Q4 2025 Feb 12, 2026
NYL Investors LLC History Reduced 71,907 6,086 2.07% 5.21% 196 -120,094 -62.55% Q4 2025 Feb 11, 2026
Strategic Blueprint, LLC History Added to 71,873 6,083 0.36% 0.25% 197 +1,947 2.78% Q4 2025 Jan 30, 2026
Alpha Financial Partners, LLC History Added to 71,504 6,052 3.69% 3.39% 198 +8,418 13.34% Q4 2025 Feb 10, 2026
Hubbell Strickland Wealth Management, LLC History Added to 71,058 6,014 2.42% 2.3% 199 +3,282 4.84% Q4 2025 Jan 20, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 70,518 5,968 0.19% 0.5% 200 -94,244 -57.2% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Added to 70,243 5,945 0.22% 0.24% 201 +61 0.09% Q4 2025 Feb 10, 2026
TWO SIGMA SECURITIES, LLC History Added to 69,314 5,866 0.81% 0.17% 202 +55,449 399.92% Q4 2025 Feb 17, 2026
Goldstone Financial Group, LLC History Added to 68,721 5,816 0.65% 0.57% 203 +10,424 17.88% Q4 2025 Feb 13, 2026
GuidedMoney, LLC History New 68,019 5,757 3.07% — 204 +68,019 New Q4 2025 Feb 23, 2026
BENJAMIN EDWARDS INC History Added to 67,351 5,705 0.06% 0.06% 205 +5,547 8.98% Q4 2025 Feb 02, 2026
Soltis Investment Advisors LLC History Added to 65,345 5,530 0.36% 0.31% 206 +11,004 20.25% Q4 2025 Apr 02, 2026
Manuka Financial, LLC History Reduced 64,855 5,489 3.41% 3.86% 207 -10,255 -13.65% Q4 2025 Jan 28, 2026
WBH ADVISORY INC History Reduced 64,078 5,423 0.4% 0.41% 208 -725 -1.12% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Reduced 63,684 5,390 0.2% 0.2% 209 -2,036 -3.1% Q4 2025 Feb 17, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 63,165 5,346 0.5% 0.48% 210 +2,854 4.73% Q4 2025 Jan 12, 2026
Crescent Grove Advisors, LLC History Reduced 62,851 5,319 0.49% 0.49% 211 -324 -0.51% Q4 2025 Feb 11, 2026
Ellis Investment Partners, LLC History Added to 59,520 5,037 0.88% 0.84% 212 +3,168 5.62% Q4 2025 Feb 02, 2026
Windward Private Wealth Management Inc. History Reduced 59,505 5,036 1.74% 1.79% 213 -3,215 -5.13% Q4 2025 Feb 02, 2026
Wealthspire Retirement, LLC History Added to 58,972 4,991 0.3% 0.31% 214 +896 1.54% Q4 2025 Feb 18, 2026
Downshift Financial, LLC History New 55,423 4,927 3.04% — 215 +55,423 New Q4 2025 Mar 11, 2026
DAVIDSON TRUST CO History Reduced 58,209 4,926 2.05% 2.12% 216 -4,002 -6.43% Q4 2025 Jan 27, 2026
Foster Victor Wealth Advisors, LLC History New 55,323 4,880 0.28% — 217 +55,323 New Q4 2025 Jan 26, 2026
Edge Financial Advisors LLC History Reduced 57,235 4,844 2.04% 5.23% 218 -84,034 -59.49% Q4 2025 Jan 28, 2026
Dougherty Wealth Advisers LLC History Added to 57,191 4,840 2.74% 2.87% 219 +3,200 5.93% Q4 2025 Jan 29, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 56,955 4,820 3.84% — 220 +56,955 New Q4 2025 Feb 12, 2026
TCV Trust & Wealth Management, Inc. History Reduced 56,940 4,819 0.39% 0.4% 221 -781 -1.35% Q4 2025 Jan 23, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 56,928 4,818 0.57% 0.58% 222 +1,880 3.42% Q4 2025 Jan 26, 2026
Mesirow Financial Investment Management, Inc. History Reduced 56,647 4,794 0.1% 0.08% 223 -269 -0.47% Q4 2025 Feb 05, 2026
Catalyst Investment Management LLC History New 56,240 4,760 4.51% — 224 +56,240 New Q4 2025 Feb 20, 2026
Ethos Financial Group, LLC History New 56,133 4,751 0.35% — 225 +56,133 New Q4 2025 Jan 20, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 56,019 4,741 0.09% 0.09% 226 -1,270 -2.22% Q4 2025 Feb 05, 2026
WESBANCO BANK INC History Added to 55,093 4,663 0.13% 0.1% 227 +12,853 30.43% Q4 2025 Feb 03, 2026
NATIXIS ADVISORS, LLC History Added to 54,239 4,591 0.01% 0.01% 228 +8,307 18.09% Q4 2025 Feb 10, 2026
Atlas Legacy Advisors, LLC History Added to 54,144 4,582 0.8% 0.84% 229 +1,488 2.83% Q4 2025 Jan 29, 2026
FIDUCIARY ADVISORS, INC. History Reduced 53,975 4,568 3.47% 3.63% 230 -437 -0.8% Q4 2025 Jan 27, 2026
Tortoise Investment Management, LLC History Reduced 53,651 4,541 0.4% 0.41% 231 -1,423 -2.58% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 53,251 4,507 0.02% 0.02% 232 +2,734 5.41% Q4 2025 Feb 18, 2026
AE Wealth Management LLC History Added to 53,248 4,506 0.03% 0.03% 233 +4,233 8.64% Q4 2025 Jan 26, 2026
Pitcairn Wealth Advisors LLC History New 53,225 4,504 0.41% — 234 +53,225 New Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Reduced 52,881 4,475 0.22% 0.21% 235 -777 -1.45% Q4 2025 Jan 20, 2026
CreativeOne Wealth, LLC History Added to 52,848 4,473 0.11% 0.1% 236 +4,978 10.4% Q4 2025 Feb 13, 2026
Park Place Capital Corp History Reduced 52,264 4,423 0.92% 0.95% 237 -2,448 -4.47% Q4 2025 Jan 09, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 51,975 4,399 3.99% 3.82% 238 +2,795 5.68% Q4 2025 Feb 05, 2026
Gryphon Financial Partners LLC History Added to 51,941 4,396 0.47% 0.47% 239 +1,833 3.66% Q4 2025 Jan 08, 2026
Everest Management Corp. History No change 51,676 4,373 2.44% 2.72% 240 0 0.0% Q4 2025 Feb 02, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 49,374 4,324 0.2% 0.03% 241 +43,510 741.98% Q4 2025 Feb 03, 2026
Blueprint Investment Partners LLC History Reduced 50,846 4,303 0.46% 0.67% 242 -6,828 -11.84% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Reduced 50,846 4,303 0.66% 1.03% 243 -6,828 -11.84% Q4 2025 Feb 13, 2026
Shelter Mutual Insurance Co History Added to 50,780 4,295 0.96% 0.9% 244 +2,240 4.61% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 50,472 4,271 0.07% — 245 +50,472 New Q4 2025 Feb 19, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 50,225 4,251 0.25% 0.25% 246 +251 0.5% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 50,146 4,244 0.03% 0.03% 247 -271 -0.54% Q4 2025 Feb 12, 2026
Advisory Resource Group History Reduced 50,046 4,235 0.74% 0.74% 248 -6 -0.01% Q4 2025 Feb 12, 2026
Jaffetilchin Investment Partners, LLC History Added to 49,482 4,188 0.24% 0.23% 249 +2,309 4.89% Q4 2025 Jan 15, 2026
Oliver Luxxe Assets LLC History Added to 48,131 4,073 0.62% 0.62% 250 +580 1.22% Q4 2025 Jan 08, 2026
Pacific Park Financial, Inc. History New 47,989 4,061 2.54% — 251 +47,989 New Q4 2025 Jan 30, 2026
Integrated Advisors Network LLC History Reduced 47,914 4,055 0.18% 0.18% 252 -4,609 -8.78% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 45,481 4,011 0.13% 0.13% 253 +775 1.73% Q4 2025 Jan 23, 2026
Wescott Financial Advisory Group, LLC History Added to 46,866 3,966 0.35% 0.34% 254 +724 1.57% Q4 2025 Feb 12, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Reduced 46,808 3,961 3.28% 3.4% 255 -568 -1.2% Q4 2025 Jan 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 46,669 3,950 0.01% 0.01% 256 -262 -0.56% Q4 2025 Feb 18, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 46,605 3,944 0.71% 0.74% 257 -1,095 -2.3% Q4 2025 Jan 14, 2026
GWN SECURITIES INC. History Added to 46,358 3,923 0.79% 0.8% 258 +4,555 10.9% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 46,080 3,900 0.02% 0.02% 259 +1,595 3.59% Q4 2025 Feb 12, 2026
Freedom Day Solutions, LLC History Reduced 45,067 3,814 1.04% 1.08% 260 -2,906 -6.06% Q4 2025 Feb 04, 2026
Disciplina Capital Management LLC History Reduced 44,760 3,788 0.43% 0.5% 261 -5,440 -10.84% Q4 2025 Feb 11, 2026
Transamerica Financial Advisors, LLC History Reduced 44,731 3,786 0.32% 0.31% 262 -903 -1.98% Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History Added to 44,353 3,768 0.05% 0.04% 263 +6,973 18.65% Q4 2025 Feb 03, 2026
AdvisorNet Financial, Inc History Added to 44,381 3,756 0.2% 0.19% 264 +3,434 8.39% Q4 2025 Jan 20, 2026
Firestone Capital Management History Added to 44,354 3,754 0.8% 0.74% 265 +2,625 6.29% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History Added to 41,570 3,709 0.09% 0.09% 266 +582 1.42% Q4 2025 Jan 28, 2026
Spire Wealth Management History Added to 43,489 3,680 0.12% 0.12% 268 +2,094 5.06% Q4 2025 Jan 14, 2026
PINNACLE ASSOCIATES LTD History Reduced 43,479 3,680 0.05% 0.05% 267 -1,163 -2.61% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 43,322 3,666 0.05% 0.05% 269 +1,431 3.42% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 43,000 3,639 0.01% 0.01% 270 0 0.0% Q4 2025 Jan 15, 2026
Robertson Stephens Wealth Management, LLC History Reduced 42,840 3,625 0.09% 0.14% 271 -12,623 -22.76% Q4 2025 Feb 02, 2026
Guidance Point Advisors, LLC History Added to 42,646 3,610 0.84% 0.77% 272 +3,768 9.69% Q4 2025 Feb 11, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 42,618 3,607 0.99% 0.92% 273 +4,466 11.71% Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Added to 42,186 3,570 0.03% 0.04% 274 +610 1.47% Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History Reduced 41,772 3,536 0.46% 0.47% 275 -418 -0.99% Q4 2025 Jan 12, 2026
Carnegie Investment Counsel History Added to 41,674 3,527 0.07% 0.06% 276 +69 0.17% Q4 2025 Jan 23, 2026
Amplius Wealth Advisors, LLC History Reduced 41,555 3,517 0.3% 0.3% 277 -10 -0.02% Q4 2025 Jan 12, 2026
Private Wealth Asset Management, LLC History Reduced 41,544 3,516 0.38% 0.42% 278 -1,444 -3.36% Q4 2025 Feb 10, 2026
Balentine LLC History No change 41,439 3,507 0.13% 0.13% 279 0 0.0% Q4 2025 Feb 02, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 41,243 3,490 0.13% 0.18% 280 -4,747 -10.32% Q4 2025 Feb 09, 2026
Simplicity Wealth,LLC History Reduced 40,775 3,451 0.21% 0.22% 281 -4,340 -9.62% Q4 2025 Jan 30, 2026
JOHNSON INVESTMENT COUNSEL INC History New 40,665 3,441 0.03% — 282 +40,665 New Q4 2025 Feb 13, 2026
Olde Wealth Management, LLC History Reduced 40,631 3,439 1.06% 1.06% 283 -7 -0.02% Q4 2025 Feb 12, 2026
Blue Edge Capital, LLC History Added to 39,937 3,380 0.45% 0.45% 284 +1,532 3.99% Q4 2025 Feb 12, 2026
BEACON FINANCIAL PLANNING, INC History New 39,744 3,363 1.62% — 285 +39,744 New Q4 2025 Jan 22, 2026
Abundance Wealth Counselors History No change 39,575 3,349 0.57% 0.56% 286 0 0.0% Q4 2025 Jan 26, 2026
PFG Advisors History Added to 39,457 3,339 0.16% 0.11% 287 +6,944 21.36% Q4 2025 Jan 27, 2026
Capital Developers, LLC History New 39,268 3,323 2.98% — 288 +39,268 New Q4 2025 Jan 30, 2026
Rather & Kittrell, Inc. History Reduced 38,826 3,286 0.53% 0.56% 289 -192 -0.49% Q4 2025 Jan 28, 2026
Gladstone Institutional Advisory LLC History Added to 38,638 3,270 0.12% 0.1% 290 +8,310 27.4% Q4 2025 Feb 17, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 38,617 3,268 0.32% 0.36% 291 -3,933 -9.24% Q4 2025 Jan 20, 2026
NORTHERN TRUST CORP History Reduced 38,017 3,217 0.0% 0.0% 292 -11 -0.03% Q4 2025 Feb 17, 2026
Investment Advisory Services Group LLC History New 37,979 3,214 2.85% — 293 +37,979 New Q4 2025 Feb 04, 2026
Bellwether Advisors, LLC History Added to 37,958 3,212 0.51% 0.52% 294 +64 0.17% Q4 2025 Feb 09, 2026
Coppell Advisory Solutions LLC History Added to 37,521 3,188 0.31% 0.25% 295 +8,714 30.25% Q4 2025 Feb 17, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 37,518 3,175 0.24% 0.24% 296 +135 0.36% Q4 2025 Feb 04, 2026
Cornerstone Wealth Management, LLC History Added to 37,436 3,168 0.16% 0.17% 297 +28 0.07% Q4 2025 Feb 05, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 37,191 3,147 0.97% 0.98% 298 +144 0.39% Q4 2025 Feb 12, 2026
Cyndeo Wealth Partners, LLC History Added to 37,107 3,140 0.17% 0.16% 299 +1,955 5.56% Q4 2025 Jan 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 36,354 3,077 0.04% 0.04% 300 +1,030 2.92% Q4 2025 Jan 29, 2026
Sightline Wealth Advisors, LLC History Reduced 35,741 3,025 1.29% 2.02% 301 -18,433 -34.03% Q4 2025 Jan 26, 2026
Winthrop Advisory Group LLC History Added to 35,487 3,003 0.25% 0.25% 302 +1,493 4.39% Q4 2025 Jan 21, 2026
Marietta Wealth Management, LLC History Reduced 35,382 2,994 0.35% 0.36% 303 -540 -1.5% Q4 2025 Jan 28, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 35,189 2,978 0.2% 0.22% 304 -607 -1.7% Q4 2025 Feb 02, 2026
Canandaigua National Trust Co of Florida History Added to 35,057 2,967 1.86% 0.62% 305 +25,640 272.27% Q4 2025 Jan 30, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 34,581 2,926 0.67% 0.68% 306 +182 0.53% Q4 2025 Jan 06, 2026
Single Point Partners, LLC History Added to 34,512 2,921 0.58% 0.56% 307 +973 2.9% Q4 2025 Jan 26, 2026
Shared Vision Wealth Group LLC History Reduced 32,456 2,907 1.18% 1.4% 309 -7,194 -18.14% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History No change 34,350 2,907 0.03% 0.03% 308 0 0.0% Q4 2025 Jan 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 34,210 2,895 0.02% 0.02% 310 +1,007 3.03% Q4 2025 Feb 11, 2026
Garden State Investment Advisory Services LLC History Added to 33,720 2,854 0.63% 0.59% 311 +1,369 4.23% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 33,566 2,841 0.04% 0.03% 312 +1,002 3.08% Q4 2025 Jan 26, 2026
ADE, LLC History Added to 33,443 2,830 1.37% 1.27% 313 +3,122 10.3% Q4 2025 Feb 10, 2026
KELLY FINANCIAL GROUP LLC History Reduced 33,334 2,821 0.72% 0.75% 314 -1,134 -3.29% Q4 2025 Jan 23, 2026
Taylor & Morgan Wealth Management, LLC History Added to 32,891 2,783 1.56% 1.43% 315 +4,773 16.97% Q4 2025 Jan 16, 2026
Beacon Pointe Advisors, LLC History Added to 32,736 2,770 0.02% 0.01% 316 +15,000 84.57% Q4 2025 Feb 18, 2026
EP Wealth Advisors, LLC History New 32,575 2,757 0.01% — 317 +32,575 New Q4 2025 Feb 18, 2026
COFG Advisors, LLC History New 32,541 2,754 0.68% — 318 +32,541 New Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History Reduced 32,226 2,727 0.09% 0.1% 319 -1,311 -3.91% Q4 2025 Feb 17, 2026
Haverford Trust Co History Added to 32,131 2,719 0.02% 0.02% 320 +171 0.54% Q4 2025 Feb 13, 2026
Sharkey, Howes & Javer History Added to 31,859 2,696 0.34% 0.04% 321 +28,018 729.45% Q4 2025 Jan 13, 2026
SJBENEN ADVISORY, LLC History New 31,790 2,690 2.51% — 322 +31,790 New Q4 2025 Jan 14, 2026
Wealth Group Ltd History Reduced 31,612 2,675 0.6% 0.61% 323 -143 -0.45% Q4 2025 Jan 12, 2026
Main Street Research LLC History Reduced 31,573 2,672 0.15% 0.15% 324 -1,615 -4.87% Q4 2025 Feb 09, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 31,530 2,668 0.89% 1.03% 325 -3,663 -10.41% Q4 2025 Jan 27, 2026
BARRETT & COMPANY, INC. History Added to 31,216 2,642 0.88% 0.69% 326 +6,849 28.11% Q4 2025 Jan 28, 2026
COZAD ASSET MANAGEMENT INC History Added to 31,100 2,632 0.2% 0.18% 327 +3,304 11.89% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Added to 31,059 2,628 0.15% 0.15% 328 +1,062 3.54% Q4 2025 Feb 10, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 30,952 2,619 2.0% 2.04% 329 0 0.0% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 30,900 2,615 0.0% 0.0% 330 +26,451 594.54% Q4 2025 Feb 13, 2026
Clarius Group, LLC History Added to 30,704 2,598 0.15% 0.15% 331 +1 0.0% Q4 2025 Jan 14, 2026
BROWN ADVISORY INC History Reduced 30,438 2,576 0.0% 0.0% 332 -1,886 -5.83% Q4 2025 Feb 13, 2026
VICTORY FINANCIAL GROUP, LLC History New 30,261 2,561 0.32% — 334 +30,261 New Q4 2025 Jan 15, 2026
OARSMAN CAPITAL, INC. History Reduced 30,258 2,561 0.33% 0.35% 333 -66 -0.22% Q4 2025 Feb 13, 2026
ADVOCATE GROUP LLC History No change 30,001 2,539 0.41% 0.41% 335 0 0.0% Q4 2025 Jan 20, 2026
Klingman & Associates, LLC History Added to 29,986 2,538 0.12% 0.12% 336 +41 0.14% Q4 2025 Jan 29, 2026
&PARTNERS History Added to 29,929 2,533 0.01% 0.02% 337 +827 2.84% Q4 2025 Feb 17, 2026
GARRISON POINT ADVISORS, LLC History Added to 29,812 2,523 1.12% 0.96% 338 +2,090 7.54% Q4 2025 Feb 13, 2026
Rede Wealth, LLC History New 29,253 2,475 0.86% — 339 +29,253 New Q4 2025 Jan 23, 2026
Argent Trust Co History Reduced 29,092 2,462 0.08% 0.09% 340 -138 -0.47% Q4 2025 Feb 10, 2026
Revolve Wealth Partners, LLC History Added to 28,970 2,452 0.29% 0.29% 341 +16 0.06% Q4 2025 Jan 20, 2026
Advyzon Investment Management, LLC History Added to 28,901 2,446 0.28% 0.38% 342 +2,291 8.61% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 28,472 2,409 0.06% 0.06% 343 +472 1.69% Q4 2025 Feb 17, 2026
Williams & Novak, LLC History Reduced 28,278 2,393 1.8% 1.84% 344 -627 -2.17% Q4 2025 Feb 05, 2026
Carr Financial Group Corp History Added to 28,037 2,373 0.63% 0.61% 345 +1,211 4.51% Q4 2025 Jan 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 28,035 2,372 0.11% 0.09% 346 +3,199 12.88% Q4 2025 Jan 21, 2026
Independent Solutions Wealth Management, LLC History New 27,751 2,348 0.43% — 347 +27,751 New Q4 2025 Feb 05, 2026
Betterment LLC History Added to 27,446 2,323 0.0% 0.0% 348 +2,087 8.23% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 27,445 2,322 0.01% 0.01% 349 +8,805 47.24% Q4 2025 Jan 29, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History New 27,251 2,306 0.04% — 350 +27,251 New Q4 2025 Feb 17, 2026
Sterling Investment Counsel, LLC History Reduced 27,179 2,300 0.66% 0.73% 351 -336 -1.22% Q4 2025 Jan 27, 2026
JGP Wealth Management, LLC History Added to 27,048 2,289 0.24% 0.18% 352 +7,241 36.56% Q4 2025 Jan 12, 2026
BlueChip Wealth Advisors LLC History No change 26,922 2,278 0.96% 0.95% 353 0 0.0% Q4 2025 Feb 05, 2026
CHATHAM CAPITAL GROUP, INC. History No change 26,770 2,265 0.32% 0.32% 354 0 0.0% Q4 2025 Jan 14, 2026
Connecticut Wealth Management, LLC History Reduced 26,732 2,262 0.1% 0.1% 355 -289 -1.07% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 26,681 2,258 0.1% 0.1% 356 +518 1.98% Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 26,491 2,242 0.18% 0.19% 357 -3,568 -11.87% Q4 2025 Feb 17, 2026
Lakeridge Wealth Management LLC History Added to 26,328 2,228 1.01% 0.82% 358 +3,995 17.89% Q4 2025 Jan 07, 2026
Van Cleef Asset Management,Inc History Reduced 25,652 2,171 0.22% 0.22% 359 -570 -2.17% Q4 2025 Feb 09, 2026
New England Professional Planning Group Inc. History Reduced 25,606 2,167 0.91% 1.08% 360 -4,819 -15.84% Q4 2025 Jan 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 25,406 2,150 0.0% 0.0% 361 +6,116 31.71% Q4 2025 Feb 17, 2026
Element Wealth, LLC History Added to 24,981 2,114 0.87% 0.89% 362 +117 0.47% Q4 2025 Feb 13, 2026
Donor Advised Charitable Giving, Inc. History Added to 24,957 2,112 0.05% 0.04% 363 +457 1.87% Q4 2025 Jan 23, 2026
XML Financial, LLC History Reduced 24,841 2,102 0.17% 0.18% 364 -1,944 -7.26% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 24,258 2,053 0.02% — 365 +24,258 New Q4 2025 Feb 18, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 24,142 2,043 0.73% 0.7% 366 0 0.0% Q4 2025 Jan 16, 2026
Kathmere Capital Management, LLC History Added to 24,116 2,041 0.14% 0.14% 367 +442 1.87% Q4 2025 Jan 13, 2026
Summit Wealth Partners, LLC History Reduced 24,089 2,038 0.38% 0.37% 368 -628 -2.54% Q4 2025 Jan 27, 2026
SENTINEL TRUST CO LBA History Reduced 23,888 2,022 0.2% 0.46% 369 -31,240 -56.67% Q4 2025 Jan 29, 2026
Global Strategic Investment Solutions, LLC History No change 23,815 2,015 0.2% 0.2% 370 0 0.0% Q4 2025 Jan 29, 2026
FIFTH THIRD SECURITIES, INC. History Added to 23,770 2,011 0.13% 0.12% 371 +2,950 14.17% Q4 2025 Jan 23, 2026
Procyon Advisors, LLC History Reduced 23,759 2,010 0.1% 0.12% 372 -359 -1.49% Q4 2025 Jan 07, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 23,718 2,007 0.17% 0.17% 373 +39 0.16% Q4 2025 Feb 03, 2026
Keystone Financial Group, Inc. History New 23,606 1,998 1.05% — 374 +23,606 New Q4 2025 Jan 16, 2026
Morningstar Investment Management LLC History Reduced 23,543 1,993 0.12% 0.77% 375 -230,880 -90.75% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 23,203 1,963 0.01% — 376 +23,203 New Q4 2025 Feb 13, 2026
MA Private Wealth History Reduced 23,118 1,956 0.33% 0.43% 377 -8,191 -26.16% Q4 2025 Feb 03, 2026
Bond & Devick Financial Network, Inc. History Added to 23,075 1,953 0.55% 0.57% 378 +118 0.51% Q4 2025 Jan 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 23,038 1,949 0.01% 0.01% 379 -811 -3.4% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 22,133 1,873 0.01% 0.01% 380 -2,448 -9.96% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 22,001 1,862 0.04% 0.01% 381 +18,879 604.71% Q4 2025 Feb 11, 2026
CLUNE & ASSOCIATES, LTD. History Added to 22,004 1,862 0.4% 0.43% 382 +1,338 6.47% Q4 2025 Feb 09, 2026
Asset Dedication, LLC History Reduced 21,916 1,854 0.12% 0.12% 383 -567 -2.52% Q4 2025 Jan 26, 2026
Verum Partners LLC History Reduced 21,865 1,850 0.37% 0.4% 384 -847 -3.73% Q4 2025 Jan 14, 2026
Empowered Funds, LLC History Added to 21,821 1,846 0.03% 0.02% 385 +384 1.79% Q4 2025 Feb 18, 2026
Arlington Trust Co LLC History Added to 21,419 1,812 0.18% 0.31% 386 +218 1.03% Q4 2025 Jan 30, 2026
VICUS CAPITAL History Reduced 21,328 1,805 0.14% 0.15% 387 -2,917 -12.03% Q4 2025 Jan 22, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 21,298 1,802 0.39% 0.39% 388 +880 4.31% Q4 2025 Jan 20, 2026
Arkadios Wealth Advisors History Added to 21,261 1,799 0.03% 0.02% 389 +10,944 106.08% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Added to 21,233 1,797 0.0% 0.0% 390 +12,731 149.74% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 21,161 1,791 0.04% 0.03% 391 +2,893 15.84% Q4 2025 Feb 02, 2026
Capital Planning Advisors, LLC History Added to 21,024 1,779 0.24% 0.24% 392 +43 0.2% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 20,719 1,753 0.06% 0.05% 393 +5,020 31.98% Q4 2025 Jan 27, 2026
SAGE FINANCIAL GROUP INC History Added to 20,576 1,741 0.12% 0.12% 394 +2 0.01% Q4 2025 Jan 27, 2026
Glass Jacobson Investment Advisors llc History Added to 20,426 1,728 0.62% 0.55% 395 +2,128 11.63% Q4 2025 Jan 22, 2026
Arrowroot Family Office, LLC History Reduced 20,302 1,718 0.62% 0.67% 396 -61 -0.3% Q4 2025 Feb 11, 2026
Luminvest Wealth Management LLC History Added to 20,116 1,702 0.47% 0.49% 397 +2,069 11.46% Q4 2025 Jan 26, 2026
Valtrion Capital Management, LLC History Added to 19,763 1,672 1.67% 1.75% 398 +29 0.15% Q4 2025 Feb 11, 2026
High Probability Advisors, LLC History Added to 19,752 1,671 0.22% 0.2% 399 +2,095 11.86% Q4 2025 Jan 29, 2026
StoneX Group Inc. History Reduced 19,412 1,643 0.07% 0.07% 400 -316 -1.6% Q4 2025 Feb 12, 2026
Alliance Wealth Advisors, LLC History Added to 19,047 1,612 0.7% 0.69% 401 +507 2.73% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Added to 19,002 1,608 0.03% 0.01% 402 +9,703 104.34% Q4 2025 Jan 22, 2026
ETF Portfolio Partners, Inc. History Added to 18,915 1,600 0.41% 0.37% 403 +1,992 11.77% Q4 2025 Jan 20, 2026
Flagship Private Wealth, LLC History Added to 18,863 1,596 0.63% 0.52% 404 +3,048 19.27% Q4 2025 Feb 04, 2026
Clear Creek Financial Management, LLC History New 18,446 1,561 0.13% — 405 +18,446 New Q4 2025 Jan 23, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 18,427 1,559 0.14% 0.13% 406 0 0.0% Q4 2025 Jan 30, 2026
Clark Asset Management, LLC History No change 18,293 1,548 0.16% 0.18% 407 0 0.0% Q4 2025 Jan 27, 2026
IHT Wealth Management, LLC History Added to 17,993 1,522 0.04% 0.03% 408 +1,302 7.8% Q4 2025 Feb 17, 2026
Arista Wealth Management, LLC History Reduced 17,879 1,513 0.19% 0.18% 409 -23 -0.13% Q4 2025 Feb 09, 2026
WealthShield Partners, LLC History Added to 17,640 1,493 0.16% 0.16% 410 +142 0.81% Q4 2025 Feb 03, 2026
Csenge Advisory Group History Added to 17,603 1,489 0.07% 0.06% 411 +2,357 15.46% Q4 2025 Feb 06, 2026
GSG Advisors LLC History Added to 17,586 1,488 0.38% 0.34% 412 +2,332 15.29% Q4 2025 Jan 08, 2026
Golden State Wealth Management, LLC History Added to 17,338 1,467 0.15% 0.01% 413 +16,624 2328.29% Q4 2025 Feb 13, 2026
Legacy Bridge, LLC History Added to 17,319 1,465 0.59% 0.08% 414 +14,863 605.17% Q4 2025 Jan 23, 2026
Roundview Capital LLC History Added to 17,308 1,464 0.09% 0.09% 415 +30 0.17% Q4 2025 Feb 09, 2026
Headlands Technologies LLC History New 17,248 1,459 0.12% — 416 +17,248 New Q4 2025 Feb 13, 2026
Burk Holdings LLC History New 17,207 1,456 0.69% — 417 +17,207 New Q4 2025 Feb 12, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 17,072 1,444 0.18% 0.17% 418 +974 6.05% Q4 2025 Jan 15, 2026
Crews Bank & Trust History Reduced 17,025 1,440 0.21% 0.24% 419 -2,550 -13.03% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Added to 18,800 1,431 0.03% 0.03% 420 +1,226 6.98% Q4 2025 Feb 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 16,858 1,426 0.03% 0.03% 421 -82 -0.48% Q4 2025 Jan 07, 2026
PROFFITT & GOODSON INC History No change 16,529 1,399 0.19% 0.2% 422 0 0.0% Q4 2025 Jan 27, 2026
SEEDS INVESTOR LLC History Reduced 16,335 1,382 0.26% 0.29% 423 -175 -1.06% Q4 2025 Jan 27, 2026
Canopy Partners, LLC History No change 16,185 1,369 0.45% 0.45% 424 0 0.0% Q4 2025 Feb 12, 2026
Rooted Wealth Advisors, Inc. History Reduced 15,153 1,363 0.38% 0.42% 425 -1,314 -7.98% Q4 2025 Feb 09, 2026
Arax Advisory Partners History New 16,082 1,361 0.04% — 426 +16,082 New Q4 2025 Feb 13, 2026
Aznar Financial Advisors, LLC History New 16,002 1,354 1.3% — 427 +16,002 New Q4 2025 Feb 19, 2026
Alpha Wealth Funds, LLC History Reduced 15,957 1,350 0.83% 0.97% 428 -194 -1.2% Q4 2025 Feb 02, 2026
Quadrature Capital Ltd History New 15,740 1,332 0.01% — 429 +15,740 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 15,394 1,302 0.03% 0.03% 430 -129 -0.83% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History New 15,370 1,300 0.01% — 431 +15,370 New Q4 2025 Feb 12, 2026
Maple Capital Management, Inc. History Reduced 15,348 1,299 0.08% 0.09% 432 -1,008 -6.16% Q4 2025 Feb 03, 2026
Quest 10 Wealth Builders, Inc. History Added to 15,135 1,281 1.15% 1.13% 433 +281 1.89% Q4 2025 Jan 29, 2026
LJI Wealth Management, LLC History Added to 15,108 1,278 0.19% 0.12% 435 +6,712 79.94% Q4 2025 Feb 03, 2026
MAI Capital Management History Reduced 15,101 1,278 0.01% 0.01% 434 -14 -0.09% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Reduced 14,809 1,253 0.06% 0.07% 436 -1,110 -6.97% Q4 2025 Feb 05, 2026
Avantax Planning Partners, Inc. History Reduced 14,732 1,246 0.03% 0.05% 437 -5,207 -26.11% Q4 2025 Feb 05, 2026
Byrne Asset Management LLC History Added to 14,611 1,236 0.68% 0.72% 438 +350 2.45% Q4 2025 Jan 12, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 13,707 1,223 0.57% 0.72% 439 -484 -3.41% Q4 2025 Jan 26, 2026
GTS SECURITIES LLC History Added to 14,446 1,222 0.04% 0.01% 440 +10,457 262.15% Q4 2025 Feb 13, 2026
Note Advisors, LLC History Reduced 13,856 1,221 0.63% 0.68% 441 -54 -0.39% Q4 2025 Feb 18, 2026
IFP Advisors, Inc History Reduced 14,390 1,217 0.03% 0.03% 442 -665 -4.42% Q4 2025 Feb 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 14,216 1,203 0.02% 0.06% 443 -33,211 -70.03% Q4 2025 Feb 09, 2026
Sandy Cove Advisors, LLC History Reduced 14,203 1,202 0.36% 0.39% 444 -744 -4.98% Q4 2025 Feb 09, 2026
Cambridge Financial Group, LLC History Added to 17,995 1,190 0.41% 0.43% 446 +1,701 10.44% Q4 2025 Jan 09, 2026
McIlrath & Eck, LLC History Added to 14,067 1,190 0.11% 0.12% 445 +291 2.11% Q4 2025 Feb 03, 2026
Twelve Points Wealth Management LLC History Added to 13,601 1,187 0.27% 0.27% 447 +373 2.82% Q4 2025 Jan 23, 2026
Courage Miller Partners, LLC History Reduced 14,517 1,177 0.35% 0.36% 448 -546 -3.62% Q4 2025 Jan 26, 2026
Financial Alternatives, Inc History Reduced 13,822 1,169 0.68% 0.7% 449 -108 -0.78% Q4 2025 Feb 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 13,733 1,162 0.0% — 450 +13,733 New Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 13,556 1,147 0.03% 0.03% 451 +755 5.9% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Reduced 13,529 1,145 0.07% 0.08% 452 -2,340 -14.75% Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History Reduced 13,327 1,127 0.41% 0.45% 453 -1,021 -7.12% Q4 2025 Feb 04, 2026
Breakwater Capital Group History Reduced 13,278 1,123 0.16% 0.17% 454 -743 -5.3% Q4 2025 Jan 09, 2026
RKL Wealth Management LLC History Added to 13,172 1,114 0.09% 0.09% 455 +818 6.62% Q4 2025 Feb 12, 2026
Cushing Capital Partners, LLC History Added to 13,095 1,108 0.82% 0.58% 456 +4,079 45.24% Q4 2025 Jan 14, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 12,917 1,093 0.37% 0.35% 457 +626 5.09% Q4 2025 Jan 22, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 12,869 1,089 0.2% 0.19% 458 -114 -0.88% Q4 2025 Jan 14, 2026
TRED AVON FAMILY WEALTH, LLC History New 12,810 1,084 0.35% — 460 +12,810 New Q4 2025 Jan 27, 2026
Caprock Group, LLC History Added to 12,813 1,084 0.02% 0.02% 459 +3,398 36.09% Q4 2025 Jan 28, 2026
MGO ONE SEVEN LLC History Added to 12,666 1,072 0.02% 0.01% 461 +7,334 137.55% Q4 2025 Feb 03, 2026
CGN Advisors LLC History Reduced 12,662 1,071 0.08% 0.09% 462 -131 -1.02% Q4 2025 Jan 05, 2026
Rothschild Wealth LLC History New 12,644 1,070 0.1% — 463 +12,644 New Q4 2025 Feb 17, 2026
GenTrust, LLC History New 12,614 1,067 0.05% — 464 +12,614 New Q4 2025 Feb 02, 2026
Prospera Financial Services Inc History Added to 12,501 1,058 0.02% 0.01% 465 +1,983 18.85% Q4 2025 Feb 09, 2026
TRUIST FINANCIAL CORP History Added to 12,417 1,050 0.0% 0.0% 466 +2,719 28.04% Q4 2025 Feb 02, 2026
SC&H Financial Advisors, Inc. History New 12,392 1,048 0.16% — 467 +12,392 New Q4 2025 Jan 21, 2026
JMG Financial Group, Ltd. History No change 12,362 1,046 0.03% 0.03% 468 0 0.0% Q4 2025 Feb 10, 2026
Columbia River Financial Group, LLC History Reduced 12,338 1,044 0.64% 0.64% 469 -39 -0.32% Q4 2025 Feb 12, 2026
Nemes Rush Group LLC History Added to 12,328 1,043 0.1% 0.01% 470 +11,510 1407.09% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 12,150 1,028 0.0% 0.0% 471 +10 0.08% Q4 2025 Feb 11, 2026
PENNINGTON PARTNERS & CO., LLC History No change 12,115 1,025 0.41% 0.47% 472 0 0.0% Q4 2025 Feb 17, 2026
GKV Capital Management Co., Inc. History Added to 12,106 1,024 0.38% 0.24% 473 +4,655 62.47% Q4 2025 Feb 10, 2026
Broadview Financial Management, LLC History Added to 12,006 1,016 0.68% 0.66% 474 +222 1.88% Q4 2025 Feb 13, 2026
Capstone Wealth Management, LLC History No change 12,015 1,016 0.74% 0.76% 475 0 0.0% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History Reduced 11,991 1,014 0.02% 0.02% 476 -1,062 -8.14% Q4 2025 Feb 11, 2026
Hilltop Partners LLC History Reduced 11,903 1,007 0.26% 0.3% 477 -387 -3.15% Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 11,884 1,005 0.02% 0.02% 478 +1,045 9.64% Q4 2025 Feb 17, 2026
Stirlingshire Investments, Inc. History New 11,866 1,004 0.89% — 479 +11,866 New Q4 2025 Feb 11, 2026
MorganRosel Wealth Management, LLC History No change 11,845 1,002 0.25% 0.25% 480 0 0.0% Q4 2025 Feb 13, 2026
Aspen Wealth Management LLC History No change 11,787 997 0.21% 0.22% 481 0 0.0% Q4 2025 Jan 05, 2026
Life Planning Partners, Inc History Reduced 11,699 990 0.76% 0.95% 483 -4,052 -25.73% Q4 2025 Jan 16, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 11,700 990 0.01% 0.01% 482 0 0.0% Q4 2025 Feb 12, 2026
TAGStone Capital, Inc. History Added to 11,547 977 0.36% 0.37% 484 +211 1.86% Q4 2025 Feb 10, 2026
Triad Wealth Partners, LLC History Added to 11,377 962 0.09% 0.08% 485 +3,697 48.14% Q4 2025 Jan 22, 2026
Joel Isaacson & Co., LLC History Added to 11,255 952 0.03% 0.03% 486 +14 0.12% Q4 2025 Jan 30, 2026
HORAN Wealth, LLC History Added to 11,133 942 0.14% 0.14% 487 +175 1.6% Q4 2025 Feb 04, 2026
VERITY Wealth Advisors History Reduced 10,886 921 0.57% 0.58% 488 -181 -1.64% Q4 2025 Jan 07, 2026
Inman Jager Wealth Management, LLC History Reduced 10,874 920 0.56% 0.58% 489 -150 -1.36% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 10,572 916 0.03% 0.03% 490 +108 1.03% Q4 2025 Jan 08, 2026
SWS Partners History Reduced 10,789 913 0.22% 0.22% 491 -197 -1.79% Q4 2025 Jan 16, 2026
BAILARD, INC. History Reduced 10,781 912 0.02% 0.02% 492 -194 -1.77% Q4 2025 Feb 04, 2026
RFG Advisory, LLC History Reduced 10,760 910 0.02% 0.02% 493 -200 -1.82% Q4 2025 Feb 03, 2026
Wealth Enhancement Trust Services, Inc. History New 10,739 908 0.11% — 494 +10,739 New Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 10,660 902 0.0% 0.0% 495 +3,078 40.6% Q4 2025 Feb 13, 2026
DecisionMap Wealth Management, LLC History Reduced 10,635 900 0.55% 0.57% 496 -101 -0.94% Q4 2025 Jan 07, 2026
PFG Investments, LLC History Added to 10,483 887 0.04% 0.04% 497 +1,564 17.54% Q4 2025 Jan 26, 2026
Integrity Advisory Solutions, LLC History Added to 10,457 885 0.13% 0.13% 498 +611 6.21% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 10,429 884 0.04% — 501 +10,429 New Q4 2025 Jan 28, 2026
Balefire, LLC History Added to 10,445 884 0.17% 0.17% 500 +31 0.3% Q4 2025 Jan 12, 2026
Meridian Wealth Management, LLC History Added to 10,447 884 0.03% 0.03% 499 +6 0.06% Q4 2025 Feb 04, 2026
MAYPORT, LLC History No change 10,276 869 0.18% 0.18% 502 0 0.0% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 10,189 862 0.0% 0.0% 503 +7,193 240.09% Q4 2025 Feb 17, 2026
Financial Council, LLC History Reduced 10,173 861 0.34% 0.37% 504 -46 -0.45% Q4 2025 Feb 05, 2026
FSM Wealth Advisors, LLC History Added to 10,178 861 0.12% 0.12% 505 +4 0.04% Q4 2025 Jan 23, 2026
Michels Family Financial, LLC History Added to 10,137 857 0.63% 0.64% 506 +186 1.87% Q4 2025 Feb 19, 2026
RBF Capital, LLC History No change 10,000 846 0.04% 0.04% 507 0 0.0% Q4 2025 Feb 17, 2026
Squire Investment Management Company, LLC History No change 9,995 845 0.26% 0.27% 508 0 0.0% Q4 2025 Jan 22, 2026
Brady Martz Wealth Solutions, LLC History No change 9,868 835 0.15% 0.15% 509 0 0.0% Q4 2025 Jan 15, 2026
Daybright Advisory Services, Inc. History New 9,865 834 0.22% — 510 +9,865 New Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 9,825 831 0.01% 0.01% 511 +4,327 78.7% Q4 2025 Jan 20, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 9,702 821 0.05% — 512 +9,702 New Q4 2025 Feb 17, 2026
Icon Wealth Advisors, LLC History Added to 9,694 820 0.05% 0.05% 513 +545 5.96% Q4 2025 Feb 13, 2026
Adams Wealth Management History Added to 9,577 810 0.17% 0.16% 514 +644 7.21% Q4 2025 Feb 18, 2026
CacheTech Inc. History Added to 9,577 810 0.15% 0.15% 515 +644 7.21% Q4 2025 Feb 18, 2026
Platform Wealth Management, LLC History New 9,554 808 0.21% — 517 +9,554 New Q4 2025 Feb 11, 2026
4WEALTH ADVISORS, INC. History Added to 9,548 808 0.69% 0.47% 516 +3,171 49.73% Q4 2025 Jan 21, 2026
Boston Standard Wealth Management, LLC History Added to 9,515 805 0.13% 0.13% 518 +174 1.86% Q4 2025 Jan 07, 2026
CFS Investment Advisory Services, LLC History Reduced 9,500 804 0.06% 0.06% 519 -316 -3.22% Q4 2025 Feb 10, 2026
Greenline Partners, LLC History Added to 9,440 799 0.09% 0.07% 520 +2,355 33.24% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 9,410 796 0.01% — 521 +9,410 New Q4 2025 Feb 13, 2026
SilverOak Wealth Management LLC History Added to 9,208 779 0.12% 0.11% 522 +1,101 13.58% Q4 2025 Jan 28, 2026
May Hill Capital, LLC History Added to 9,088 769 0.1% 0.11% 523 +4,490 97.65% Q4 2025 Feb 05, 2026
Snider Financial Group History Reduced 9,079 768 0.2% 0.22% 524 -744 -7.57% Q4 2025 Jan 21, 2026
Integrity Wealth Solutions LLC History New 9,058 766 0.3% — 525 +9,058 New Q4 2025 Feb 02, 2026
SAX WEALTH ADVISORS, LLC History Reduced 8,974 759 0.04% 0.05% 527 -1,451 -13.92% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 8,936 759 0.05% 0.05% 526 +67 0.76% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History Added to 8,921 755 0.0% 0.0% 528 +2,295 34.64% Q4 2025 Feb 09, 2026
AlTi Global, Inc. History No change 8,817 746 0.02% 0.02% 529 0 0.0% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 8,795 744 0.01% 0.01% 530 +109 1.25% Q4 2025 Jan 23, 2026
Venturi Wealth Management, LLC History Added to 8,788 743 0.03% 0.03% 531 +426 5.09% Q4 2025 Jan 22, 2026
Essential Planning, LLC. History Added to 8,697 736 0.23% 0.24% 532 +158 1.85% Q4 2025 Jan 15, 2026
XTX Topco Ltd History New 8,599 727 0.02% — 533 +8,599 New Q4 2025 Feb 17, 2026
Gateway Wealth Partners, LLC History Added to 8,600 727 0.08% 0.09% 534 +864 11.17% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Added to 8,578 726 0.04% 0.04% 535 +61 0.72% Q4 2025 Mar 04, 2026
PRIVATE TRUST CO NA History Reduced 8,568 725 0.06% 0.07% 536 -1,227 -12.53% Q4 2025 Jan 26, 2026
Ally Invest Advisors Inc. History Added to 8,483 717 0.05% 0.04% 537 +1,280 17.77% Q4 2025 Feb 13, 2026
Pine Valley Investments Ltd Liability Co History Added to 8,416 712 0.03% 0.03% 538 +601 7.69% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History Reduced 8,299 702 0.15% 0.15% 539 -132 -1.57% Q4 2025 Feb 10, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 8,282 700 0.24% 0.28% 540 -464 -5.31% Q4 2025 Jan 08, 2026
SHP Wealth Management History New 8,226 696 0.05% — 541 +8,226 New Q4 2025 Mar 04, 2026
Columbus Macro, LLC History Reduced 8,202 694 0.08% 0.08% 542 -22 -0.27% Q4 2025 Jan 15, 2026
Fermata Advisors, LLC History Reduced 8,180 692 0.17% 0.17% 543 -31 -0.38% Q4 2025 Jan 08, 2026
SCS Capital Management LLC History No change 8,041 680 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 10, 2026
J.E. Simmons & Co., P.C. History New 7,972 674 0.44% — 545 +7,972 New Q4 2025 Feb 13, 2026
WEALTH EFFECTS LLC History New 7,934 671 0.21% — 546 +7,934 New Q4 2025 Jan 26, 2026
Biltmore Family Office, LLC History No change 7,908 669 0.09% 0.09% 547 0 0.0% Q4 2025 Feb 04, 2026
DMC Group, LLC History Added to 7,904 668 0.45% 0.42% 548 +488 6.58% Q4 2025 Jan 21, 2026
MITCHELL CAPITAL MANAGEMENT CO History Added to 7,865 665 0.12% 0.11% 549 +140 1.81% Q4 2025 Feb 10, 2026
Cassilly Financial Group LLC History New 7,733 654 0.58% — 551 +7,733 New Q4 2025 Jan 15, 2026
Sigma Planning Corp History Added to 7,734 654 0.02% 0.02% 550 +50 0.65% Q4 2025 Jan 30, 2026
Security Financial Services, INC. History Added to 7,712 652 0.1% 0.09% 553 +913 13.43% Q4 2025 Jan 27, 2026
Investment Advisory Group, LLC History Added to 7,706 652 0.17% 0.17% 552 +50 0.65% Q4 2025 Jan 23, 2026
Urban Wealth Management, LLC History New 7,692 651 0.61% — 554 +7,692 New Q4 2025 Jan 30, 2026
Aspect Partners, LLC History Added to 7,695 651 0.28% 0.28% 555 +138 1.83% Q4 2025 Jan 23, 2026
Sara-Bay Financial History Added to 7,574 643 0.19% 0.15% 556 +896 13.42% Q4 2025 Jan 20, 2026
Confluence Wealth Services, Inc. History Added to 7,600 643 0.03% 0.03% 557 +19 0.25% Q4 2025 Jan 28, 2026
Hilltop Holdings Inc. History Reduced 7,575 641 0.04% 0.04% 558 -530 -6.54% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 7,513 635 0.04% 0.02% 559 +3,200 74.19% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History Reduced 7,403 626 0.06% 0.06% 560 -114 -1.52% Q4 2025 Feb 18, 2026
Madison Park Capital Advisors, LLC History Reduced 7,357 622 0.5% 0.51% 561 -170 -2.26% Q4 2025 Jan 20, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 7,274 615 0.05% 0.04% 562 0 0.0% Q4 2025 Jan 23, 2026
Pallas Capital Advisors LLC History Reduced 7,233 612 0.02% 0.02% 564 -405 -5.3% Q4 2025 Jan 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 7,239 612 0.19% 0.2% 563 0 0.0% Q4 2025 Jan 12, 2026
KDT Advisors, LLC History Added to 7,220 611 0.86% 0.48% 565 +3,230 80.95% Q4 2025 Feb 06, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 7,215 610 0.07% 0.07% 566 -187 -2.53% Q4 2025 Feb 18, 2026
TRUEFG, LLC History Reduced 7,121 602 0.16% 0.16% 567 -7 -0.1% Q4 2025 Jan 21, 2026
Ameritas Advisory Services, LLC History Added to 6,957 588 0.02% 0.02% 568 +4,110 144.36% Q4 2025 Feb 04, 2026
Mayflower Financial Advisors, LLC History Added to 6,920 585 0.07% 0.07% 569 +6 0.09% Q4 2025 Jan 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 6,900 584 0.02% 0.01% 570 +596 9.45% Q4 2025 Jan 23, 2026
KOM Wealth Management Group, LLC History New 6,869 581 0.41% — 571 +6,869 New Q4 2025 Jan 23, 2026
Qube Research & Technologies Ltd History Added to 6,855 580 0.0% 0.0% 572 +6,568 2288.5% Q4 2025 Feb 17, 2026
Marshall Financial Group, LLC History Reduced 6,796 575 0.11% 0.13% 573 -1,237 -15.4% Q4 2025 Jan 09, 2026
Tide Cove Capital Partners LLC History New 6,229 572 0.39% — 575 +6,229 New Q4 2025 Feb 10, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 6,762 572 0.1% 0.09% 574 +74 1.11% Q4 2025 Jan 21, 2026
Atlas Private Wealth Advisors History No change 6,740 570 0.13% 0.14% 576 0 0.0% Q4 2025 Feb 05, 2026
Sound Stewardship, LLC History Reduced 6,727 569 0.27% 0.29% 577 -472 -6.56% Q4 2025 Jan 30, 2026
Signal Advisors Wealth, LLC History Reduced 6,664 564 0.04% 0.05% 578 -87 -1.29% Q4 2025 Jan 13, 2026
HANTZ FINANCIAL SERVICES, INC. History New 6,589 558 0.01% — 579 +6,589 New Q4 2025 Feb 09, 2026
49 WEALTH MANAGEMENT, LLC History New 6,550 554 0.05% — 580 +6,550 New Q4 2025 Feb 04, 2026
Verdence Capital Advisors LLC History New 6,528 552 0.03% — 582 +6,528 New Q4 2025 Jan 29, 2026
SOL Capital Management CO History No change 6,526 552 0.05% 0.05% 581 0 0.0% Q4 2025 Jan 30, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 6,467 547 0.16% 0.17% 583 -17 -0.26% Q4 2025 Jan 23, 2026
Ballast Financial Advisors LLC History New 6,459 546 0.56% — 584 +6,459 New Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 6,423 543 0.04% 0.04% 585 +788 13.98% Q4 2025 Jan 07, 2026
Karras Company, Inc. History New 6,412 542 0.53% — 586 +6,412 New Q4 2025 Feb 06, 2026
Linscomb Wealth, Inc. History Reduced 6,382 540 0.02% 0.02% 587 -48 -0.75% Q4 2025 Feb 10, 2026
Hoxton Planning & Management, LLC History Reduced 6,375 539 0.16% 0.18% 588 -242 -3.66% Q4 2025 Feb 11, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 6,347 537 0.25% 0.27% 589 -87 -1.35% Q4 2025 Feb 17, 2026
Everstar Asset Management, LLC History Reduced 6,270 530 0.28% 0.3% 590 -74 -1.17% Q4 2025 Feb 05, 2026
Leisure Capital Management History New 6,234 527 0.17% — 591 +6,234 New Q4 2025 Jan 27, 2026
BRASADA CAPITAL MANAGEMENT, LP History New 6,041 518 0.09% — 592 +6,041 New Q4 2025 Feb 13, 2026
COGENT STRATEGIC WEALTH LLC History New 5,779 515 0.56% — 593 +5,779 New Q4 2025 Mar 02, 2026
Aegis Wealth Management LLC History No change 6,000 507 0.29% 0.27% 594 0 0.0% Q4 2025 Jan 14, 2026
Ausdal Financial Partners, Inc. History Reduced 5,963 504 0.02% 0.03% 595 -561 -8.6% Q4 2025 Feb 13, 2026
Glenview Trust Co History No change 5,960 504 0.01% 0.01% 596 0 0.0% Q4 2025 Feb 09, 2026
SFAM, LLC History New 5,936 502 0.46% — 597 +5,936 New Q4 2025 Feb 12, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Reduced 5,929 501 0.15% 0.14% 598 -22 -0.37% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Added to 5,912 500 0.02% 0.02% 599 +424 7.73% Q4 2025 Feb 10, 2026
UNIVEST FINANCIAL Corp History No change 5,867 496 0.03% 0.03% 600 0 0.0% Q4 2025 Feb 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 5,860 495 0.07% 0.07% 601 +499 9.31% Q4 2025 Jan 12, 2026
AAF Wealth Management, LLC History Reduced 5,823 492 0.21% 0.22% 602 -22 -0.38% Q4 2025 Feb 06, 2026
Fairway Wealth LLC History Added to 5,766 488 0.13% 0.04% 603 +3,935 214.91% Q4 2025 Jan 28, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 5,442 486 0.63% 0.68% 604 -14 -0.26% Q4 2025 Feb 23, 2026
TECTONIC ADVISORS LLC History Added to 5,729 484 0.03% 0.03% 605 +105 1.87% Q4 2025 Jan 23, 2026
Sovran Advisors, LLC History Reduced 5,499 484 0.04% 0.04% 606 -14 -0.25% Q4 2025 Jan 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 5,705 482 0.03% 0.03% 607 +239 4.37% Q4 2025 Feb 03, 2026
Sharper & Granite LLC History Reduced 5,688 481 0.17% 0.17% 608 -33 -0.58% Q4 2025 Jan 27, 2026
Financial Engines Advisors L.L.C. History Reduced 5,668 479 0.0% 0.0% 609 -281 -4.72% Q4 2025 Feb 12, 2026
BURLING WEALTH PARTNERS, LLC History New 5,622 475 0.07% — 610 +5,622 New Q4 2025 Feb 06, 2026
Valpey Financial Services, LLC History Reduced 5,623 475 0.3% 0.31% 611 -142 -2.46% Q4 2025 Mar 04, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,607 474 0.01% 0.01% 612 -107 -1.87% Q4 2025 Jan 29, 2026
55 North Private Wealth, LLC History New 5,581 472 0.12% — 613 +5,581 New Q4 2025 Jan 27, 2026
GLENMEDE TRUST CO NA History New 5,548 469 0.0% — 614 +5,548 New Q4 2025 Feb 17, 2026
Wise Wealth Partners History New 5,544 469 0.67% — 615 +5,544 New Q4 2025 Jan 29, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 5,489 464 0.13% 0.13% 616 +54 0.99% Q4 2025 Jan 27, 2026
SIGNATUREFD, LLC History Added to 5,481 463 0.01% 0.01% 617 +10 0.18% Q4 2025 Jan 20, 2026
Summit Wealth Group, LLC History No change 5,482 463 0.11% 0.11% 618 0 0.0% Q4 2025 Feb 06, 2026
Westmount Partners, LLC History Added to 5,449 461 0.11% 0.11% 619 +101 1.89% Q4 2025 Jan 15, 2026
WEALTH ALLIANCE, LLC History Added to 5,440 460 0.05% 0.04% 620 +159 3.01% Q4 2025 Feb 13, 2026
Wealth Management Associates, Inc. History Reduced 5,445 460 0.16% 0.16% 622 -15 -0.27% Q4 2025 Jan 20, 2026
WOLFF WIESE MAGANA LLC History No change 5,439 460 0.25% 0.25% 621 0 0.0% Q4 2025 Jan 14, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History Reduced 5,042 458 0.33% 0.45% 623 -2,227 -30.64% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 5,400 457 0.02% — 624 +5,400 New Q4 2025 Jan 26, 2026
Continuum Advisory, LLC History Reduced 5,401 457 0.05% 0.06% 625 -2,030 -27.32% Q4 2025 Feb 11, 2026
Magnus Financial Group LLC History Added to 5,361 453 0.03% 0.02% 626 +2,050 61.91% Q4 2025 Jan 07, 2026
Marex Group plc History No change 5,314 449 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 12, 2026
Ballentine Partners, LLC History Added to 5,301 448 0.01% 0.0% 628 +1,049 24.67% Q4 2025 Feb 03, 2026
Modera Wealth Management, LLC History Reduced 5,302 448 0.01% 0.01% 629 -187 -3.41% Q4 2025 Jan 21, 2026
Traynor Capital Management, Inc. History Added to 5,271 446 0.02% 0.02% 630 +1,699 47.56% Q4 2025 Jan 12, 2026
Spectrum Strategic Capital Management, LLC History Reduced 5,266 445 0.24% 0.24% 631 -410 -7.22% Q4 2025 Feb 05, 2026
JDH Wealth Management, LLC History Reduced 5,228 442 0.3% 0.33% 632 -475 -8.33% Q4 2025 Jan 05, 2026
Pure Financial Advisors, LLC History Reduced 5,150 435 0.08% 0.01% 633 -119 -2.26% Q4 2025 Mar 04, 2026
PUREfi Wealth, LLC History No change 5,150 435 0.33% 0.33% 634 0 0.0% Q4 2025 Jan 12, 2026
MBL Wealth, LLC History Added to 5,120 433 0.03% 0.03% 636 +753 17.24% Q4 2025 Jan 21, 2026
FRANKLIN RESOURCES INC History No change 5,125 433 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 11, 2026
ARS Investment Partners, LLC History No change 5,000 423 0.02% 0.03% 637 0 0.0% Q4 2025 Feb 05, 2026
Aspiring Ventures, LLC History No change 5,000 423 0.14% 0.14% 638 0 0.0% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Added to 4,968 420 0.01% 0.0% 639 +2,249 82.71% Q4 2025 Feb 17, 2026
Next Capital Management LLC History No change 4,962 419 0.13% 0.14% 640 0 0.0% Q4 2025 Feb 11, 2026
HOWE & RUSLING INC History Reduced 4,950 418 0.03% 0.03% 641 -25 -0.5% Q4 2025 Feb 17, 2026
Tenon Financial LLC History No change 4,925 416 0.18% 0.21% 642 0 0.0% Q4 2025 Jan 16, 2026
KWB Wealth History Added to 4,896 414 0.04% 0.04% 643 +254 5.47% Q4 2025 Jan 12, 2026
Koshinski Asset Management, Inc. History Added to 4,882 413 0.03% 0.02% 644 +450 10.15% Q4 2025 Feb 03, 2026
DAGCO, INC. History Added to 4,885 413 0.1% 0.1% 646 +90 1.88% Q4 2025 Jan 08, 2026
Main Street Financial Solutions, LLC History Added to 4,891 413 0.03% 0.03% 645 +29 0.6% Q4 2025 Feb 17, 2026
Private Capital Management, LLC History Added to 4,854 410 0.04% 0.04% 647 +23 0.48% Q4 2025 Feb 17, 2026
Planning Center, Inc. History No change 4,822 408 0.04% 0.04% 648 0 0.0% Q4 2025 Feb 02, 2026
Thrive Wealth Management, LLC History Added to 4,804 406 0.06% 0.05% 649 +506 11.77% Q4 2025 Jan 12, 2026
Wealthcare Capital Partners, LLC History Added to 4,797 406 0.19% 0.18% 650 +5 0.1% Q4 2025 Jan 14, 2026
Sovereign Financial Group, Inc. History Added to 4,791 405 0.07% 0.07% 652 +305 6.8% Q4 2025 Jan 07, 2026
UMB Bank, n.a. History No change 4,786 405 0.01% 0.01% 651 0 0.0% Q4 2025 Feb 13, 2026
ForthRight Wealth Management, LLC History Added to 4,758 402 0.12% 0.09% 653 +1,192 33.43% Q4 2025 Jan 13, 2026
Bison Wealth, LLC History New 4,794 401 0.05% — 655 +4,794 New Q4 2025 Mar 24, 2026
Evanson Asset Management, LLC History New 4,740 401 0.02% — 654 +4,740 New Q4 2025 Jan 12, 2026
Merit Financial Group, LLC History Added to 4,728 400 0.0% 0.0% 656 +1,033 27.96% Q4 2025 Jan 26, 2026
Sowell Financial Services LLC History Reduced 4,735 400 0.01% 0.02% 657 -107 -2.21% Q4 2025 Jan 21, 2026
Strid Group, LLC History No change 4,716 399 0.05% 0.05% 658 0 0.0% Q4 2025 Jan 26, 2026
Tranquility Partners, LLC History New 4,609 390 0.14% — 659 +4,609 New Q4 2025 Feb 03, 2026
Pinnacle Wealth Management Group, Inc. History Added to 4,613 390 0.19% 0.18% 660 +264 6.07% Q4 2025 Jan 23, 2026
Advisor OS, LLC History No change 4,591 388 0.03% 0.03% 661 0 0.0% Q4 2025 Feb 04, 2026
BlackDiamond Wealth Management, LLC History New 4,171 384 0.19% — 663 +4,171 New Q4 2025 Feb 10, 2026
Intelligence Driven Advisers, LLC History Reduced 4,541 384 0.05% 0.06% 662 -894 -16.45% Q4 2025 Jan 23, 2026
TFC Financial Management, Inc. History Added to 4,529 383 0.05% 0.0% 664 +4,395 3279.85% Q4 2025 Jan 23, 2026
AlphaStar Capital Management, LLC History New 4,504 381 0.03% — 665 +4,504 New Q4 2025 Feb 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 4,491 380 0.01% 0.01% 666 0 0.0% Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Reduced 4,479 379 0.11% 0.09% 667 -224 -4.76% Q4 2025 Jan 29, 2026
Vertex Planning Partners, LLC History Added to 4,448 376 0.09% 0.06% 669 +646 16.99% Q4 2025 Feb 17, 2026
True North Advisors, LLC History Added to 4,445 376 0.05% 0.06% 668 +2 0.05% Q4 2025 Jan 22, 2026
Able Wealth Management LLC History Added to 4,417 373 0.12% 0.13% 670 +81 1.87% Q4 2025 Jan 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 4,382 370 0.02% 0.02% 671 +38 0.87% Q4 2025 Jan 13, 2026
Riverbend Wealth Management, LLC History New 4,363 369 0.23% — 674 +4,363 New Q4 2025 Jan 29, 2026
Evernest Financial Advisors, LLC History New 4,014 369 0.08% — 672 +4,014 New Q4 2025 Feb 13, 2026
Sivia Capital Partners, LLC History No change 4,362 369 0.07% 0.1% 673 0 0.0% Q4 2025 Feb 10, 2026
McGlone Suttner Wealth Management, Inc. History New 4,329 366 0.05% — 675 +4,329 New Q4 2025 Jan 15, 2026
waypoint wealth counsel History No change 4,314 365 0.13% 0.14% 676 0 0.0% Q4 2025 Jan 28, 2026
ENZI WEALTH History Reduced 4,100 360 0.13% 0.12% 678 -90 -2.15% Q4 2025 Jan 15, 2026
M3 Advisory Group, LLC History Added to 4,263 360 0.22% 0.22% 679 +41 0.97% Q4 2025 Jan 16, 2026
MJP ASSOCIATES INC /ADV History No change 4,255 360 0.05% 0.05% 677 0 0.0% Q4 2025 Feb 06, 2026
Sage Mountain Advisors LLC History No change 4,249 359 0.02% 0.02% 680 0 0.0% Q4 2025 Jan 23, 2026
Facet Wealth, Inc. History Added to 3,935 356 0.01% 0.0% 681 +1,089 38.26% Q4 2025 Jan 29, 2026
ATLas Financial Planning LLC History New 4,150 351 0.34% — 682 +4,150 New Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History New 4,100 347 0.0% — 684 +4,100 New Q4 2025 Feb 12, 2026
DUNCKER STREETT & CO INC History Added to 4,110 347 0.06% 0.06% 683 +49 1.21% Q4 2025 Jan 27, 2026
Beckerman Institutional, LLC History Added to 4,102 347 0.19% 0.2% 685 +1 0.02% Q4 2025 Feb 10, 2026
Roof Eidam Maycock Peralta, LLC History Added to 4,070 344 0.08% 0.08% 686 +76 1.9% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,048 342 0.02% 0.02% 687 -259 -6.01% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 4,033 341 0.05% 0.05% 688 +389 10.68% Q4 2025 Feb 10, 2026
TPG Advisors LLC History New 4,027 340 0.21% — 689 +4,027 New Q4 2025 Jan 21, 2026
MARS JEWETT FINANCIAL GROUP, INC. History New 3,653 340 0.1% — 690 +3,653 New Q4 2025 Feb 17, 2026
GDS Wealth Management History Reduced 3,985 337 0.02% 0.02% 692 -29 -0.72% Q4 2025 Feb 02, 2026
BIP Wealth, LLC History Reduced 3,993 337 0.01% 0.02% 691 -4 -0.1% Q4 2025 Jan 21, 2026
BIRCHBROOK, INC. History No change 3,987 337 0.17% 0.17% 693 0 0.0% Q4 2025 Feb 04, 2026
RAM Investment Partners, LLC History No change 3,955 334 0.06% 0.06% 694 0 0.0% Q4 2025 Feb 12, 2026
Embree Financial Group History Added to 3,938 333 0.04% 0.04% 695 +44 1.13% Q4 2025 Jan 14, 2026
Advisors Capital Management, LLC History Added to 3,915 331 0.0% 0.0% 696 +278 7.64% Q4 2025 Jan 29, 2026
Clearstead Trust, LLC History Reduced 3,909 330 0.05% 0.13% 698 -5,037 -56.3% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Added to 3,903 330 0.0% 0.0% 697 +1,451 59.18% Q4 2025 Feb 17, 2026
Financial Architects, LLC History New 3,880 328 0.18% — 699 +3,880 New Q4 2025 Jan 21, 2026
Summit Investment Advisory Services, LLC History No change 3,848 325 0.12% 0.13% 700 0 0.0% Q4 2025 Feb 04, 2026
Kaufman Rossin Wealth, LLC History No change 3,837 324 0.17% 0.17% 701 0 0.0% Q4 2025 Jan 14, 2026
STEPHENS INC /AR/ History Reduced 3,811 322 0.0% 0.01% 702 -2,380 -38.44% Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History No change 3,785 320 0.01% 0.01% 703 0 0.0% Q4 2025 Feb 02, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 3,758 318 0.02% 0.02% 704 +485 14.82% Q4 2025 Feb 12, 2026
Cooper Financial Group History Added to 3,713 314 0.03% 0.03% 705 +308 9.05% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 3,704 313 0.01% 0.01% 706 +119 3.32% Q4 2025 Jan 16, 2026
Capital Advisors, Ltd. LLC History No change 3,698 313 0.04% 0.03% 707 0 0.0% Q4 2025 Jan 21, 2026
Blue Water Asset Management History New 3,674 310 0.11% — 708 +3,674 New Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 3,648 308 0.0% 0.0% 709 +402 12.38% Q4 2025 Feb 12, 2026
Capital Investment Counsel, LLC History Added to 3,610 305 0.04% 0.04% 711 +160 4.64% Q4 2025 Feb 02, 2026
Strategic Investment Solutions, Inc. /IL History Added to 3,613 305 0.07% 0.08% 710 +43 1.2% Q4 2025 Feb 27, 2026
Keystone Financial Group History Added to 3,601 304 0.02% 0.02% 712 +17 0.47% Q4 2025 Feb 06, 2026
Tactive Advisors, LLC History Reduced 3,589 303 0.09% 0.09% 713 -89 -2.42% Q4 2025 Jan 09, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,550 300 0.02% — 714 +3,550 New Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,533 299 0.07% 0.06% 715 +574 19.4% Q4 2025 Jan 09, 2026
Total Clarity Wealth Management, Inc. History Added to 3,530 298 0.07% 0.07% 716 +282 8.68% Q4 2025 Feb 02, 2026
FSA Advisors, Inc. History New 3,512 297 0.21% — 717 +3,512 New Q4 2025 Feb 02, 2026
First Heartland Consultants, Inc. History Added to 3,508 296 0.02% 0.02% 719 +475 15.66% Q4 2025 Jan 09, 2026
VANGUARD GROUP INC History Reduced 3,507 296 0.0% 0.0% 718 -7 -0.2% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Reduced 3,488 295 0.01% 0.01% 720 -19 -0.54% Q4 2025 Jan 13, 2026
GREENWOOD GEARHART INC History Reduced 3,481 294 0.02% 0.02% 721 -388 -10.03% Q4 2025 Feb 04, 2026
LIBRA WEALTH LLC History No change 3,485 294 0.08% 0.09% 722 0 0.0% Q4 2025 Jan 28, 2026
CVFG LLC History Reduced 3,472 293 0.2% 0.21% 723 -31 -0.88% Q4 2025 Feb 06, 2026
American Financial Advisors, LLC History Added to 3,447 291 0.04% 0.04% 724 +58 1.71% Q4 2025 Feb 03, 2026
CHILTON INVESTMENT CO INC. History New 3,431 290 0.01% — 726 +3,431 New Q4 2025 Feb 17, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 3,431 290 0.14% 0.13% 725 +298 9.51% Q4 2025 Jan 14, 2026
INVESTED ADVISORS History Reduced 3,412 288 0.3% 0.42% 727 -936 -21.53% Q4 2025 Jan 26, 2026
Drucker Wealth 3.0, LLC History Added to 3,384 286 0.05% 0.04% 728 +876 34.93% Q4 2025 Feb 03, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 3,375 285 0.1% 0.15% 730 -1,708 -33.6% Q4 2025 Jan 21, 2026
Beacon Bank & Trust History Reduced 3,379 285 0.06% 0.07% 731 -530 -13.56% Q4 2025 Feb 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 3,377 285 0.03% 0.03% 729 0 0.0% Q4 2025 Jan 20, 2026
Seascape Capital Management History No change 3,355 284 0.08% 0.08% 732 0 0.0% Q4 2025 Jan 21, 2026
Bravias Capital Group, LLC History No change 3,367 284 0.17% 0.19% 733 0 0.0% Q4 2025 Jan 29, 2026
Obermeyer Wealth Partners History Reduced 3,321 281 0.01% 0.01% 734 -142 -4.1% Q4 2025 Jan 29, 2026
Rossby Financial, LCC History Reduced 3,317 280 0.09% 0.11% 736 -580 -14.88% Q4 2025 Feb 12, 2026
Beacon Financial Advisory LLC History No change 3,318 280 0.06% 0.06% 735 0 0.0% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 3,261 276 0.02% 0.0% 737 +3,226 9217.14% Q4 2025 Feb 06, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,254 275 0.03% 0.03% 738 0 0.0% Q4 2025 Jan 09, 2026
Dorsey & Whitney Trust CO LLC History New 3,232 273 0.01% — 739 +3,232 New Q4 2025 Feb 11, 2026
Colorado Capital Management, Inc. History Added to 3,231 273 0.1% 0.1% 740 +20 0.62% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Reduced 3,223 272 0.01% 0.01% 741 -159 -4.7% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,195 270 0.01% 0.01% 742 +316 10.98% Q4 2025 Feb 09, 2026
Certified Advisory Corp History No change 3,180 269 0.02% 0.02% 743 0 0.0% Q4 2025 Jan 12, 2026
High Falls Advisors, Inc History Added to 3,169 268 0.05% 0.05% 744 +54 1.73% Q4 2025 Feb 18, 2026
ALESCO ADVISORS LLC History New 3,165 267 0.01% — 745 +3,165 New Q4 2025 Jan 28, 2026
COOPER/HAIMS ADVISORS, LLC History New 3,148 266 0.12% — 746 +3,148 New Q4 2025 Feb 11, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 3,151 266 0.08% 0.09% 747 +39 1.25% Q4 2025 Feb 06, 2026
TritonPoint Partners, LLC History New 3,141 265 0.14% — 749 +3,141 New Q4 2025 Feb 13, 2026
Stratos Investment Management, LLC History Added to 3,142 265 0.01% 0.01% 748 +32 1.03% Q4 2025 Jan 20, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,092 261 0.04% — 753 +3,092 New Q4 2025 Feb 12, 2026
Dakota Wealth Management History New 3,087 261 0.0% — 750 +3,087 New Q4 2025 Jan 13, 2026
Reflection Asset Management History New 3,023 261 0.19% — 752 +3,023 New Q4 2025 Mar 02, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 3,088 261 0.43% 0.34% 751 +26 0.85% Q4 2025 Feb 09, 2026
Claro Advisors Inc. History Reduced 3,053 258 0.04% 0.09% 754 -4,199 -57.9% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 3,043 257 0.0% 0.0% 755 -63 -2.03% Q4 2025 Feb 10, 2026
SHUFRO ROSE & CO LLC History Reduced 3,025 256 0.02% 0.02% 756 -305 -9.16% Q4 2025 Feb 09, 2026
Liberty Capital Management, Inc. History Added to 3,016 255 0.05% 0.05% 758 +23 0.77% Q4 2025 Jan 26, 2026
ROMANO BROTHERS AND COMPANY History No change 3,023 255 0.03% 0.03% 757 0 0.0% Q4 2025 Jan 14, 2026
Williams Jones Wealth Management, LLC. History No change 3,015 255 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 13, 2026
Lakeshore Financial Planning, Inc. History No change 3,024 255 0.09% 0.09% 760 0 0.0% Q4 2025 Feb 17, 2026
HAZLETT, BURT & WATSON, INC. History Added to 2,969 251 0.08% 0.09% 761 +31 1.06% Q4 2025 Feb 10, 2026
Red Mountain Financial, LLC History Added to 2,976 251 0.25% 0.25% 762 +6 0.2% Q4 2025 Jan 26, 2026
Helium Advisors LLC History Added to 2,958 250 0.25% 0.18% 763 +334 12.73% Q4 2025 Feb 12, 2026
JIM SAULNIER & ASSOCIATES, LLC History No change 2,945 249 0.13% 0.14% 764 0 0.0% Q4 2025 Jan 29, 2026
Quotient Wealth Partners, LLC History New 2,932 248 0.01% — 765 +2,932 New Q4 2025 Jan 22, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,928 247 0.02% 0.02% 766 0 0.0% Q4 2025 Jan 23, 2026
LEE DANNER & BASS INC History No change 2,900 245 0.02% 0.02% 767 0 0.0% Q4 2025 Jan 29, 2026
Impact Partnership Wealth, LLC History New 2,892 244 0.03% — 768 +2,892 New Q4 2025 Feb 10, 2026
Capital Group Private Client Services, Inc. History No change 2,881 243 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 11, 2026
Kestra Investment Management, LLC History Reduced 2,865 242 0.01% 0.01% 770 -1,640 -36.4% Q4 2025 Feb 09, 2026
AssuredPartners Investment Advisors, LLC History Added to 2,799 236 0.04% 0.05% 771 +3 0.11% Q4 2025 Feb 03, 2026
CITIGROUP INC History Reduced 2,768 234 0.0% 0.0% 772 -383 -12.15% Q4 2025 Feb 13, 2026
KM Capital Management Ltd. History Added to 2,776 234 0.12% 0.1% 774 +51 1.87% Q4 2025 Feb 17, 2026
Bedel Financial Consulting, Inc. History No change 2,767 234 0.03% 0.03% 773 0 0.0% Q4 2025 Jan 28, 2026
Polaris Investment Advisors, LLC History New 2,763 233 0.17% — 775 +2,763 New Q4 2025 Jan 15, 2026
Apella Capital, LLC History New 2,709 229 0.0% — 776 +2,709 New Q4 2025 Jan 21, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 2,698 228 0.04% 0.04% 777 0 0.0% Q4 2025 Feb 11, 2026
EPG Wealth Management LLC History Added to 2,649 224 0.06% 0.06% 778 +5 0.19% Q4 2025 Jan 28, 2026
CORA CAPITAL ADVISORS LLC History No change 2,632 222 0.09% 0.09% 779 0 0.0% Q4 2025 Jan 28, 2026
National Wealth Management Group, LLC History New 2,619 221 0.08% — 781 +2,619 New Q4 2025 Jan 12, 2026
Forza Wealth Management, LLC History No change 2,619 221 0.08% 0.08% 780 0 0.0% Q4 2025 Feb 02, 2026
ELEMENT POINTE ADVISORS, LLC History New 2,566 217 0.04% — 783 +2,566 New Q4 2025 Feb 13, 2026
MEANS INVESTMENT CO., INC. History Reduced 2,567 217 0.02% 0.02% 782 -406 -13.66% Q4 2025 Jan 26, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 2,510 212 0.09% 0.09% 784 -34 -1.34% Q4 2025 Jan 22, 2026
NewEdge Wealth, LLC History Reduced 2,503 211 0.0% 0.0% 787 -438 -14.89% Q4 2025 Feb 03, 2026
Klaas Financial Asset Advisors, LLC History Reduced 2,502 211 0.03% 0.03% 785 -238 -8.69% Q4 2025 Jan 27, 2026
Onyx Bridge Wealth Group LLC History Reduced 2,500 211 0.02% 0.02% 786 -4 -0.16% Q4 2025 Feb 18, 2026
Coastal Bridge Advisors, LLC History New 2,475 209 0.02% — 789 +2,475 New Q4 2025 Feb 18, 2026
Edgestream Partners, L.P. History Reduced 2,476 209 0.01% 0.01% 788 -1,672 -40.31% Q4 2025 Feb 13, 2026
Commonwealth Retirement Investments LLC History No change 2,481 209 0.07% 0.07% 790 0 0.0% Q4 2025 Feb 11, 2026
QRG CAPITAL MANAGEMENT, INC. History New 2,464 208 0.0% — 791 +2,464 New Q4 2025 Feb 02, 2026
Raab & Moskowitz Asset Management LLC History No change 2,442 206 0.05% 0.04% 792 0 0.0% Q4 2025 Jan 20, 2026
Hobbs Group Advisors, LLC History New 2,414 204 0.06% — 794 +2,414 New Q4 2025 Jan 28, 2026
Empower Advisory Group, LLC History Reduced 2,415 204 0.0% 0.0% 793 -498 -17.1% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History New 2,380 201 0.0% — 795 +2,380 New Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History New 2,378 201 0.0% — 796 +2,378 New Q4 2025 Feb 13, 2026
BridgePort Financial Solutions, LLC History New 2,366 200 0.05% — 799 +2,366 New Q4 2025 Jan 16, 2026
UPTICK PARTNERS, LLC History New 2,363 200 0.04% — 798 +2,363 New Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History Reduced 2,372 200 0.06% 0.3% 797 -1,380 -36.78% Q4 2025 Feb 17, 2026
MidFirst Bank History New 2,225 188 0.01% — 800 +2,225 New Q4 2025 Feb 25, 2026