VANGUARD WORLD FUND - MGK

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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.
Showing first 800 of 1,005 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ASSETMARK, INC History Added to 8,590,832 3,546,037 7.23% 7.34% 1 +87,636 1.03% Q4 2025 Jan 23, 2026
Cassaday & Co Wealth Management LLC History Reduced 3,671,203 1,515,362 31.93% 34.5% 2 -48,013 -1.29% Q4 2025 Feb 03, 2026
MORGAN STANLEY History Added to 2,651,172 1,094,324 0.07% 0.06% 3 +277,446 11.69% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,058,771 849,798 0.06% 0.05% 4 +136,954 7.13% Q4 2025 Feb 17, 2026
Howard Capital Management Inc. History No change 1,264,663 522,014 6.76% 6.73% 5 0 0.0% Q4 2025 Jan 23, 2026
LPL Financial LLC History Added to 1,173,852 484,530 0.13% 0.14% 6 +5,134 0.44% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 1,100,021 454,055 0.07% 0.07% 7 +9,098 0.83% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,063,914 439,151 0.84% 1.31% 8 -532,233 -33.34% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 875,123 361,224 2.91% 2.74% 9 +41,203 4.94% Q4 2025 Jan 27, 2026
AMERIPRISE FINANCIAL INC History Reduced 761,508 314,583 0.07% 0.07% 10 -37,427 -4.68% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 747,855 308,691 0.06% 0.05% 11 +40,218 5.68% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 671,448 277,153 0.08% 0.08% 12 +1,041 0.16% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Added to 632,742 261,176 2.09% 1.99% 13 +93,783 17.4% Q4 2025 Jan 26, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 589,456 243,309 13.42% 14.28% 14 +10,778 1.86% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 517,649 213,669 0.12% 0.13% 15 -6,521 -1.24% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 457,187 188,714 0.03% — 16 +457,187 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 450,601 185,995 0.27% 0.29% 17 +5,668 1.27% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 162,219 162,219 0.09% — 18 +162,219 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 368,045 151,918 0.05% 0.04% 19 +27,103 7.95% Q4 2025 Feb 18, 2026
Facet Wealth, Inc. History Added to 308,151 127,109 2.25% 2.32% 20 +29,332 10.52% Q4 2025 Jan 29, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 274,338 113,238 8.87% 8.91% 21 -1,697 -0.61% Q4 2025 Jan 14, 2026
Kensington Asset Management, LLC History No change 261,800 108,908 5.63% 6.31% 22 0 0.0% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 244,403 100,882 0.18% 0.22% 23 -33,630 -12.1% Q4 2025 Mar 16, 2026
Portfolio Strategies, Inc. History Reduced 238,524 98,454 11.4% 11.47% 24 -6,679 -2.72% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 231,540 95,628 0.14% 0.39% 25 -471,313 -67.06% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 231,454 95,537 0.06% 0.06% 26 +19,926 9.42% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 229,470 94,718 0.1% 0.1% 27 +8,027 3.62% Q4 2025 Feb 06, 2026
COMERICA BANK History Reduced 228,033 94,125 0.38% 0.53% 28 -120,282 -34.53% Q4 2025 Jan 29, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 221,120 91,271 0.13% 0.15% 29 -21,480 -8.85% Q4 2025 Feb 17, 2026
Falcon Wealth Planning History Added to 220,484 91,009 7.66% 7.91% 30 +1,986 0.91% Q4 2025 Feb 03, 2026
Black Diamond Financial, LLC History Reduced 220,286 90,927 9.59% 9.98% 31 -1,035 -0.47% Q4 2025 Feb 03, 2026
Angeles Investment Advisors, LLC History Reduced 218,340 90,124 6.01% 9.52% 32 -142,050 -39.42% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 210,566 86,915 0.12% 0.12% 33 -14,492 -6.44% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 189,729 78,313 0.09% 0.09% 34 +7,786 4.28% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 188,418 77,781 0.07% 0.07% 35 +4,273 2.32% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 186,719 77,072 0.09% 0.09% 36 +12,625 7.25% Q4 2025 Feb 13, 2026
Strategic Investment Advisors / MI History Added to 184,423 76,175 6.59% 6.48% 37 +184,193 80083.91% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 182,928 75,507 0.92% 1.52% 38 -118,500 -39.31% Q4 2025 Jan 21, 2026
IFC Advisors LLC History Reduced 182,448 75,308 11.0% 13.81% 39 -4,836 -2.58% Q4 2025 Feb 12, 2026
Gratus Wealth Advisors, LLC History Reduced 166,948 68,911 9.55% 9.54% 40 -1,404 -0.83% Q4 2025 Feb 04, 2026
Praetorian Wealth Management, Inc. History Added to 159,348 65,774 13.06% 13.06% 41 +1,208 0.76% Q4 2025 Jan 14, 2026
Beacon Capital Management, LLC History Reduced 156,226 64,485 10.0% 9.46% 42 -9,150 -5.53% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 143,715 59,321 1.77% 1.84% 43 -7,025 -4.66% Q4 2025 Feb 02, 2026
Leelyn Smith, LLC History Reduced 143,266 59,135 8.55% 8.72% 44 -679 -0.47% Q4 2025 Jan 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 138,870 57,397 0.08% 0.08% 45 +6,727 5.09% Q4 2025 Jan 08, 2026
Creative Planning History Added to 136,011 56,141 0.04% 0.04% 46 +792 0.59% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 126,740 52,314 0.01% 0.01% 47 -23,033 -15.38% Q4 2025 Mar 25, 2026
Janney Montgomery Scott LLC History Reduced 124,032 51,197 0.12% 0.12% 48 -2,782 -2.19% Q4 2025 Feb 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 122,434 50,536 2.1% 2.06% 49 +891 0.73% Q4 2025 Feb 09, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 116,850 48,232 4.06% 4.01% 50 -27 -0.02% Q4 2025 Jan 15, 2026
JPMORGAN CHASE & CO History Added to 115,369 47,620 0.0% 0.0% 51 +15,076 15.03% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Reduced 110,129 45,457 0.11% 0.12% 52 -1,852 -1.65% Q4 2025 Feb 13, 2026
Bernardo Wealth Planning LLC History Reduced 107,354 44,312 8.44% 8.59% 53 -1,508 -1.39% Q4 2025 Jan 26, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 106,346 43,896 0.12% 0.12% 54 -5,913 -5.27% Q4 2025 Feb 05, 2026
Lido Advisors, LLC History Reduced 105,317 43,381 0.13% 0.14% 55 -3,546 -3.26% Q4 2025 Feb 10, 2026
Apriem Advisors History Added to 99,198 40,945 3.76% 3.74% 56 +861 0.88% Q4 2025 Feb 13, 2026
Blue Edge Capital, LLC History Added to 97,469 40,232 5.38% 5.46% 57 +2,040 2.14% Q4 2025 Feb 12, 2026
MEANS INVESTMENT CO., INC. History Reduced 96,686 39,909 3.36% 3.44% 58 -2,052 -2.08% Q4 2025 Jan 26, 2026
FC Advisory LLC History Reduced 92,630 38,234 10.99% 11.06% 59 -1,298 -1.38% Q4 2025 Jan 13, 2026
DT Investment Partners, LLC History Added to 92,213 38,062 3.15% 3.04% 60 +2,792 3.12% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 91,914 37,939 0.43% 0.45% 61 +26,330 40.15% Q4 2025 Jan 29, 2026
ETF Portfolio Partners, Inc. History Added to 87,032 35,924 9.27% 9.22% 62 +867 1.01% Q4 2025 Jan 20, 2026
BTG Pactual Asset Management US LLC History Reduced 93,608 34,276 3.34% 1.61% 63 -440 -0.47% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 81,813 33,770 0.21% 0.21% 64 +2,000 2.51% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 79,860 32,963 0.17% — 65 +79,860 New Q4 2025 Feb 18, 2026
BHK Investment Advisors, LLC History Added to 78,877 32,558 10.7% 11.37% 66 +3,240 4.28% Q4 2025 Feb 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 78,674 32,474 0.0% 0.0% 67 +2,812 3.71% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 75,077 30,989 0.2% 0.21% 68 -176 -0.23% Q4 2025 Jan 28, 2026
Clarity Financial LLC History Added to 71,974 29,708 2.75% 2.83% 69 +1,051 1.48% Q4 2025 Jan 28, 2026
Erickson Financial Group, LLC History Reduced 71,948 29,697 18.24% 18.82% 70 -2,541 -3.41% Q4 2025 Jan 21, 2026
&PARTNERS History Added to 70,582 29,137 0.15% 0.02% 71 +63,995 971.53% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 65,821 27,168 0.08% 0.07% 72 +10,009 17.93% Q4 2025 Feb 13, 2026
AMARA FINANCIAL, LLC. History Reduced 65,586 27,072 18.75% 20.68% 73 -4,178 -5.99% Q4 2025 Feb 03, 2026
Wealthfront Advisers LLC History Added to 63,067 26,032 0.06% 0.06% 74 +3,272 5.47% Q4 2025 Jan 30, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 61,500 25,385 0.07% 0.08% 75 -4,950 -7.45% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 58,708 24,237 0.4% 0.39% 76 +2,572 4.58% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 58,696 24,227 0.0% 0.0% 77 -1,959 -3.23% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 58,008 23,943 0.75% 0.87% 78 -8,938 -13.35% Q4 2025 Jan 06, 2026
Zeit Capital LLC History Reduced 56,546 23,340 15.75% 15.62% 79 -552 -0.97% Q4 2025 Jan 26, 2026
VCU Investment Management Co History New 56,435 23,294 27.36% — 80 +56,435 New Q4 2025 Feb 19, 2026
ALPS ADVISORS INC History Reduced 56,105 23,158 0.13% 0.13% 81 -840 -1.48% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 55,471 22,896 0.85% 0.11% 82 +51,421 1269.65% Q4 2025 Feb 04, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 54,891 22,657 0.64% 0.64% 83 -224 -0.41% Q4 2025 Jan 12, 2026
Clarus Wealth Advisors History Reduced 54,089 22,399 9.28% 9.79% 84 -723 -1.32% Q4 2025 Jan 14, 2026
Sanctuary Advisors, LLC History Reduced 53,601 22,124 0.12% 0.2% 85 -48,373 -47.44% Q4 2025 Jan 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 52,419 21,636 1.36% 1.39% 86 +928 1.8% Q4 2025 Feb 06, 2026
Stratos Investment Management, LLC History Reduced 50,732 20,940 0.84% 0.9% 87 -3,318 -6.14% Q4 2025 Jan 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 49,576 20,463 0.36% 0.39% 88 +925 1.9% Q4 2025 Jan 16, 2026
Zhang Financial LLC History Added to 49,269 20,336 0.76% 0.78% 89 +1,491 3.12% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Reduced 48,945 20,203 0.11% 0.12% 90 -1,803 -3.55% Q4 2025 Feb 10, 2026
ODonnell Financial Services, LLC History Added to 48,750 20,122 6.88% 6.93% 91 +359 0.74% Q4 2025 Jan 29, 2026
Wheelhouse Advisory Group LLC History Added to 48,049 19,988 7.6% 8.19% 92 +791 1.67% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 47,190 19,478 0.01% 0.01% 93 +12,716 36.89% Q4 2025 Feb 17, 2026
Raab & Moskowitz Asset Management LLC History Reduced 46,495 19,191 4.2% 4.25% 94 -771 -1.63% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Added to 44,599 18,441 0.02% 0.02% 95 +28 0.06% Q4 2025 Jan 30, 2026
WealthShield Partners, LLC History Reduced 44,646 18,432 2.03% 2.08% 96 -955 -2.09% Q4 2025 Feb 03, 2026
Blackston Financial Advisory Group, LLC History Reduced 44,310 18,289 11.13% 11.08% 97 -2,036 -4.39% Q4 2025 Feb 06, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 44,001 18,162 0.71% 0.63% 98 +5,392 13.97% Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Added to 43,787 18,074 0.26% 0.25% 99 +3,784 9.46% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Reduced 43,634 18,010 0.07% 0.08% 100 -354 -0.8% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 43,130 17,802 0.03% 0.02% 101 +6,478 17.67% Q4 2025 Jan 15, 2026
SOL Capital Management CO History Reduced 42,629 17,596 1.58% 1.58% 102 -1,218 -2.78% Q4 2025 Jan 30, 2026
Penserra Capital Management LLC History New 42,090 17,373 0.21% — 103 +42,090 New Q4 2025 Feb 12, 2026
Systelligence, LLC History Reduced 39,746 16,405 3.12% 3.06% 104 -388 -0.97% Q4 2025 Jan 22, 2026
NWF Advisory Services Inc. History Reduced 38,868 16,043 1.77% 1.77% 105 -1,137 -2.84% Q4 2025 Mar 03, 2026
FMR LLC History Added to 38,561 15,916 0.0% 0.0% 106 +3,028 8.52% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 38,171 15,755 0.21% 0.29% 107 +446 1.18% Q4 2025 Feb 06, 2026
Wealthspire Retirement, LLC History Reduced 37,649 15,540 0.94% 0.98% 108 -570 -1.49% Q4 2025 Feb 18, 2026
Cascade Financial Partners, LLC History Added to 37,278 15,387 1.56% 1.58% 109 +2,987 8.71% Q4 2025 Feb 06, 2026
STEPHENS INC /AR/ History Reduced 35,948 14,838 0.18% 0.2% 110 -2,149 -5.64% Q4 2025 Feb 05, 2026
TFB Advisors LLC History Reduced 35,774 14,766 4.12% 4.2% 111 -328 -0.91% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 35,125 14,498 0.19% 0.19% 112 +1,838 5.52% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 34,710 14,327 0.25% 0.05% 113 +29,007 508.63% Q4 2025 Feb 19, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 34,676 14,313 0.01% 0.0% 114 +19,338 126.08% Q4 2025 Feb 17, 2026
Focused Wealth Management, Inc History Reduced 34,520 14,248 1.49% 1.48% 115 -90 -0.26% Q4 2025 Jan 29, 2026
Pacific Center for Financial Services History No change 34,825 14,014 3.57% 3.57% 116 0 0.0% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 33,103 13,663 0.79% 1.1% 117 -26 -0.08% Q4 2025 Feb 09, 2026
Sherman Wealth Management LLC History New 32,514 13,420 11.66% — 118 +32,514 New Q4 2025 Jan 15, 2026
PHILADELPHIA TRUST CO History No change 32,500 13,415 0.92% 0.92% 119 0 0.0% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 31,988 13,204 0.02% 0.02% 120 +2,463 8.34% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 31,974 13,197 0.04% 0.03% 121 +5,337 20.04% Q4 2025 Feb 17, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 31,833 13,139 5.51% 5.3% 122 +740 2.38% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 30,714 12,677 0.0% 0.0% 123 -5,995 -16.33% Q4 2025 Feb 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 30,548 12,609 3.45% 3.08% 124 +4,251 16.17% Q4 2025 Jan 26, 2026
Randall & Associates Wealth Management History Added to 29,806 12,303 8.53% 7.37% 125 +4,578 18.15% Q4 2025 Jan 14, 2026
Investment Insight Wealth Management, LLC History New 29,656 12,241 12.02% — 126 +29,656 New Q4 2025 Feb 24, 2026
Fingerlakes Wealth Management, Inc. History Reduced 29,301 12,094 7.69% 7.86% 127 -636 -2.12% Q4 2025 Feb 05, 2026
Darwin Wealth Management, LLC History Reduced 29,005 11,972 3.72% 3.88% 128 -1,304 -4.3% Q4 2025 Jan 22, 2026
Waverly Advisors, LLC History Added to 28,752 11,867 0.1% 0.11% 129 +1,509 5.54% Q4 2025 Feb 17, 2026
Clifford Group, LLC History Added to 27,913 11,521 8.9% 8.67% 130 +251 0.91% Q4 2025 Feb 13, 2026
Cedar Point Capital Partners, LLC History Reduced 27,725 11,444 7.31% 8.02% 131 -2,662 -8.76% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 27,482 11,343 0.06% 0.07% 132 -1,277 -4.44% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 27,201 11,227 0.01% 0.02% 133 -2,411 -8.14% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Added to 30,988 11,051 0.27% 0.23% 134 +1,400 4.73% Q4 2025 Feb 11, 2026
OKABENA INVESTMENT SERVICES INC History Added to 25,603 10,568 2.02% 1.39% 135 +7,796 43.78% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 25,231 10,414 0.13% 0.14% 136 -2,211 -8.06% Q4 2025 Jan 29, 2026
Resolute Advisors LLC History Added to 25,175 10,391 3.39% 2.6% 137 +45 0.18% Q4 2025 Feb 11, 2026
Cypress Wealth Services, LLC History Reduced 25,138 10,376 1.44% 1.71% 138 -743 -2.87% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Reduced 25,062 10,345 0.47% 0.49% 139 -792 -3.06% Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Added to 24,097 9,946 1.44% 1.6% 140 +234 0.98% Q4 2025 Jan 22, 2026
World Investment Advisors History Added to 23,923 9,874 0.16% 0.17% 141 +2,688 12.66% Q4 2025 Mar 12, 2026
Quadcap Wealth Management, LLC History Added to 23,368 9,647 1.1% 1.06% 142 +983 4.39% Q4 2025 Jan 29, 2026
Capital Planning LLC History Added to 23,087 9,485 2.66% 2.66% 143 +407 1.79% Q4 2025 Jan 23, 2026
Private Advisor Group, LLC History Reduced 22,967 9,479 0.04% 0.05% 144 -1,439 -5.9% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 22,525 9,297 0.21% 0.03% 145 +20,479 1000.93% Q4 2025 Feb 05, 2026
WAYSTONE ADVISORS LLC History New 22,345 9,223 7.91% — 146 +22,345 New Q4 2025 Feb 09, 2026
Baring Financial LLC History Added to 22,212 9,168 5.58% 4.16% 147 +7,033 46.33% Q4 2025 Jan 07, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 21,917 9,117 0.62% 0.8% 148 -4,498 -17.03% Q4 2025 Jan 15, 2026
Royal Fund Management, LLC History Added to 21,591 8,927 0.81% 0.84% 149 +3,980 22.6% Q4 2025 Jan 15, 2026
VANGUARD GROUP INC History Reduced 21,578 8,906 0.0% 0.0% 150 -220 -1.01% Q4 2025 Jan 29, 2026
Baird Financial Group, Inc. History Added to 21,369 8,820 0.01% 0.01% 151 +116 0.55% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 21,190 8,814 0.11% 0.11% 152 +35 0.17% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Added to 20,914 8,632 0.03% 0.04% 153 +1,671 8.68% Q4 2025 Feb 18, 2026
VALICENTI ADVISORY SERVICES INC History Reduced 20,853 8,607 1.8% 2.08% 154 -3,224 -13.39% Q4 2025 Jan 16, 2026
Center For Asset Management LLC History Reduced 20,731 8,556 4.47% 4.69% 155 -1,116 -5.11% Q4 2025 Jan 21, 2026
McClarren Financial Advisors, Inc. History Added to 37,851 8,527 5.09% 5.24% 156 +8,720 29.93% Q4 2025 Jan 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 20,233 8,416 0.01% — 157 +20,233 New Q4 2025 Feb 13, 2026
Accredited Investors Inc. History Reduced 20,020 8,263 0.44% 0.46% 158 -572 -2.78% Q4 2025 Feb 05, 2026
Richard P Slaughter Associates Inc History Reduced 19,858 8,196 1.72% 1.82% 159 -1,194 -5.67% Q4 2025 Jan 12, 2026
Alexis Investment Partners, LLC History Added to 19,413 8,070 3.0% 0.64% 160 +672 3.59% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Reduced 19,292 7,963 0.1% 0.11% 161 -3,419 -15.05% Q4 2025 Feb 11, 2026
Gladwyn Financial Advisors, Inc. History Added to 19,194 7,922 5.57% 5.51% 162 +112 0.59% Q4 2025 Jan 08, 2026
Stratos Wealth Partners, LTD. History Added to 19,074 7,873 0.09% 0.09% 163 +32 0.17% Q4 2025 Jan 20, 2026
Joel Isaacson & Co., LLC History Reduced 18,853 7,781 0.26% 0.28% 164 -486 -2.51% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Reduced 18,311 7,558 0.15% 0.19% 165 -1,783 -8.87% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 18,048 7,449 0.13% 0.15% 166 +1,601 9.73% Q4 2025 Feb 06, 2026
CITADEL ADVISORS LLC History Reduced 17,800 7,347 0.0% 0.0% 167 -3,600 -16.82% Q4 2025 Feb 17, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Added to 17,602 7,265 3.62% 3.5% 168 +185 1.06% Q4 2025 Jan 30, 2026
WIN ADVISORS, INC History Added to 16,756 6,916 2.94% 2.53% 169 +3,830 29.63% Q4 2025 Feb 04, 2026
Wells Financial Advisors INC History Reduced 16,735 6,907 13.13% 10.3% 170 -2,388 -12.49% Q4 2025 Feb 02, 2026
Coquina Private Wealth LLC History New 16,422 6,778 5.43% — 171 +16,422 New Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 16,288 6,723 0.14% 0.15% 172 +237 1.48% Q4 2025 Feb 09, 2026
Litman Gregory Wealth Management LLC History No change 16,230 6,699 0.49% 0.49% 173 0 0.0% Q4 2025 Feb 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 16,183 6,679 0.05% 0.05% 174 +1,546 10.56% Q4 2025 Feb 12, 2026
Mathes Company, Inc. History No change 15,790 6,518 2.32% 2.28% 175 0 0.0% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Reduced 15,301 6,315 0.0% 0.0% 176 -11,321 -42.52% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 15,087 6,227 0.0% 0.0% 177 -2,317 -13.31% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 15,074 6,221 0.07% 0.07% 178 +317 2.15% Q4 2025 Jan 15, 2026
AE Wealth Management LLC History Added to 14,979 6,182 0.04% 0.03% 179 +3,239 27.59% Q4 2025 Jan 26, 2026
Sicart Associates LLC History Added to 14,871 6,138 1.63% 1.62% 180 +50 0.34% Q4 2025 Jan 14, 2026
Almanack Investment Partners, LLC. History Added to 14,823 6,118 1.04% 0.04% 181 +14,188 2234.33% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Added to 13,910 5,741 0.14% 0.08% 182 +6,527 88.41% Q4 2025 Feb 17, 2026
Milestone Asset Management Group, LLC History Added to 13,889 5,732 3.24% 2.89% 183 +2,488 21.82% Q4 2025 Feb 03, 2026
Worth Asset Management, LLC History Added to 13,846 5,715 2.42% 2.1% 184 +2,218 19.07% Q4 2025 Jan 14, 2026
Fiduciary Alliance LLC History Reduced 13,631 5,626 0.37% 0.37% 185 -138 -1.0% Q4 2025 Jan 22, 2026
Checchi Capital Advisers, LLC History Reduced 13,315 5,496 0.28% 0.31% 186 -1,348 -9.19% Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 13,306 5,492 0.08% 0.02% 187 +10,066 310.68% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 13,232 5,461 0.01% 0.01% 188 +1,983 17.63% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 13,172 5,437 0.12% 0.11% 189 +2,779 26.74% Q4 2025 Feb 06, 2026
Flagship Private Wealth, LLC History Reduced 13,123 5,416 2.13% 2.13% 190 -48 -0.36% Q4 2025 Feb 04, 2026
Jackson Wealth Management, LLC History Added to 13,073 5,396 0.53% 0.52% 191 +92 0.71% Q4 2025 Jan 20, 2026
Elevation Capital Advisory, LLC History Reduced 13,049 5,386 2.2% 4.38% 192 -14,176 -52.07% Q4 2025 Jan 26, 2026
Cornerstone Financial Management LLC History New 13,017 5,373 5.05% — 193 +13,017 New Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 12,884 5,318 0.19% 0.2% 194 -33 -0.26% Q4 2025 Feb 02, 2026
Carr Financial Group Corp History Reduced 12,730 5,254 1.4% 1.48% 195 -664 -4.96% Q4 2025 Jan 09, 2026
Ifrah Financial Services, Inc. History Reduced 12,695 5,240 1.35% 1.36% 196 -312 -2.4% Q4 2025 Jan 22, 2026
Hoffman, Alan N Investment Management History Added to 12,607 5,203 2.93% 0.62% 197 +9,088 258.26% Q4 2025 Jan 06, 2026
Plan Group Financial, LLC History Added to 12,537 5,174 1.34% 1.2% 198 +1,457 13.15% Q4 2025 Feb 03, 2026
Gateway Wealth Partners, LLC History Added to 12,296 5,075 0.56% 0.65% 199 +392 3.29% Q4 2025 Feb 11, 2026
Breakwater Investment Management History Reduced 12,236 5,050 1.83% 1.85% 200 -238 -1.91% Q4 2025 Feb 02, 2026
Orion Porfolio Solutions, LLC History Reduced 12,188 5,030 0.04% 0.04% 201 -363 -2.89% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Reduced 12,081 4,986 0.07% 0.07% 202 -151 -1.23% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Reduced 12,016 4,959 0.74% 0.77% 203 -192 -1.57% Q4 2025 Jan 08, 2026
Strategic Financial Partners, Ltd. History Reduced 11,930 4,924 2.13% 2.23% 204 -198 -1.63% Q4 2025 Feb 11, 2026
Berger Financial Group, Inc History Added to 11,805 4,872 0.28% 0.25% 205 +1,332 12.72% Q4 2025 Jan 27, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 11,763 4,855 0.35% 0.33% 206 -34 -0.29% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Reduced 11,605 4,790 0.05% 0.06% 207 -3,921 -25.25% Q4 2025 Jan 13, 2026
Tactive Advisors, LLC History Reduced 11,439 4,721 1.38% 1.39% 208 -755 -6.19% Q4 2025 Jan 09, 2026
Mayfair Advisory Group, LLC History Added to 11,269 4,630 1.8% 1.1% 209 +4,900 76.94% Q4 2025 Jan 21, 2026
Stone Wealth Partners History New 11,200 4,623 4.12% — 210 +11,200 New Q4 2025 Feb 24, 2026
Spire Wealth Management History Added to 11,184 4,616 0.15% 0.09% 211 +4,428 65.54% Q4 2025 Jan 14, 2026
Bawa N Mallick Trust History No change 11,004 4,542 1.69% 1.68% 212 0 0.0% Q4 2025 Mar 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 10,945 4,517 1.01% 1.04% 213 +277 2.6% Q4 2025 Jan 09, 2026
EverSource Wealth Advisors, LLC History Reduced 10,940 4,515 0.17% 0.21% 214 -1,996 -15.43% Q4 2025 Feb 06, 2026
Redhawk Wealth Advisors, Inc. History Reduced 10,914 4,504 0.51% 3.53% 215 -64,705 -85.57% Q4 2025 Jan 14, 2026
Atria Investments, Inc History Reduced 10,711 4,421 0.05% 0.05% 216 -103 -0.95% Q4 2025 Feb 05, 2026
INTEGRITY ALLIANCE, LLC. History Added to 10,701 4,417 0.16% 0.18% 217 +1,344 14.36% Q4 2025 Feb 09, 2026
Sharkey, Howes & Javer History Reduced 10,667 4,402 0.56% 0.55% 218 -57 -0.53% Q4 2025 Jan 13, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 10,586 4,369 1.49% 1.44% 219 +80 0.76% Q4 2025 Jan 22, 2026
Pinnacle Bancorp, Inc. History Reduced 10,324 4,261 1.25% 1.23% 220 -20 -0.19% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 10,215 4,216 0.03% 0.03% 221 +1,025 11.15% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 10,205 4,212 0.0% 0.0% 222 +376 3.83% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 10,155 4,191 0.01% 0.01% 223 +4,867 92.04% Q4 2025 Feb 17, 2026
NOVEM GROUP History Reduced 10,040 4,144 0.48% 0.48% 224 -224 -2.18% Q4 2025 Jan 27, 2026
Forum Private Client Group LLC History Reduced 10,034 4,141 1.41% 1.47% 225 -233 -2.27% Q4 2025 Feb 06, 2026
Breakwater Capital Group History Added to 10,005 4,129 0.58% 0.54% 226 +840 9.17% Q4 2025 Jan 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 9,983 4,120 0.19% 0.02% 227 +8,995 910.43% Q4 2025 Jan 21, 2026
Sound Income Strategies, LLC History Added to 10,087 4,118 0.19% 0.17% 228 +2,392 31.09% Q4 2025 Jan 21, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 9,936 4,101 0.27% 0.28% 229 -353 -3.43% Q4 2025 Jan 23, 2026
Horizon Investment Services, LLC History Reduced 9,906 4,088 1.47% 1.51% 230 -17 -0.17% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 9,705 4,006 0.1% 0.07% 231 +4,067 72.14% Q4 2025 Feb 02, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 9,654 3,985 3.73% — 232 +9,654 New Q4 2025 Feb 05, 2026
Alpha Cubed Investments, LLC History Reduced 9,626 3,973 0.14% 0.14% 233 -496 -4.9% Q4 2025 Feb 03, 2026
Accurate Wealth Management, LLC History Added to 9,490 3,933 0.5% 0.46% 234 +850 9.84% Q4 2025 Jan 14, 2026
Oxford Wealth Group, LLC History New 9,495 3,919 1.91% — 235 +9,495 New Q4 2025 Feb 10, 2026
Pillar Financial Advisors, LLC History Reduced 9,477 3,911 2.36% 2.44% 236 -194 -2.01% Q4 2025 Feb 02, 2026
Ethos Financial Group, LLC History Reduced 9,434 3,894 0.29% 0.3% 237 -124 -1.3% Q4 2025 Jan 20, 2026
High Net Worth Advisory Group LLC History Added to 9,416 3,886 0.9% 0.65% 238 +2,681 39.81% Q4 2025 Jan 23, 2026
Silicon Valley Capital Partners History Reduced 9,314 3,844 0.35% 0.35% 239 -41 -0.44% Q4 2025 Feb 13, 2026
Colorado Capital Management, Inc. History Added to 9,308 3,842 1.44% 1.41% 240 +234 2.58% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 9,190 3,793 0.01% 0.01% 241 +3,127 51.58% Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Reduced 9,076 3,746 0.03% 0.03% 242 -2,988 -24.77% Q4 2025 Feb 13, 2026
1900 WEALTH MANAGEMENT LLC History Added to 9,045 3,733 0.24% 0.25% 243 +1 0.01% Q4 2025 Jan 20, 2026
Ballentine Partners, LLC History Reduced 9,019 3,722 0.05% 0.05% 244 -39 -0.43% Q4 2025 Feb 03, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 9,006 3,717 0.01% 0.01% 245 -432 -4.58% Q4 2025 Feb 06, 2026
Accretive Wealth Partners, LLC History No change 9,000 3,714 1.1% 1.1% 246 0 0.0% Q4 2025 Jan 28, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 8,973 3,703 0.35% 0.37% 247 +253 2.9% Q4 2025 Jan 22, 2026
UNIVEST FINANCIAL Corp History Added to 8,850 3,652 0.19% 0.01% 248 +8,324 1582.51% Q4 2025 Feb 04, 2026
Kera Capital Partners, Inc. History Reduced 8,952 3,633 0.45% 0.54% 249 -59 -0.65% Q4 2025 Feb 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 8,801 3,632 0.08% 0.08% 250 +371 4.4% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Added to 8,663 3,575 0.0% 0.0% 251 +3,128 56.51% Q4 2025 Mar 09, 2026
XTX Topco Ltd History New 8,606 3,552 0.09% — 252 +8,606 New Q4 2025 Feb 17, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 8,469 3,495 1.57% — 253 +8,469 New Q4 2025 Feb 06, 2026
Integrated Wealth Concepts LLC History Reduced 8,447 3,486 0.04% 0.05% 254 -4,263 -33.54% Q4 2025 Feb 13, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 8,385 3,461 1.74% 1.81% 255 -227 -2.64% Q4 2025 Jan 14, 2026
Eagle Wealth Advisors LLC History New 8,368 3,453 2.94% — 256 +8,368 New Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Reduced 8,288 3,420 0.13% 0.13% 257 -448 -5.13% Q4 2025 Jan 21, 2026
Main Street Financial Solutions, LLC History Reduced 8,277 3,416 0.26% 0.24% 258 -872 -9.53% Q4 2025 Feb 17, 2026
Sheridan Capital Management, LLC History Added to 8,175 3,374 1.71% 1.69% 259 +237 2.99% Q4 2025 Jan 23, 2026
BANK OF HAWAII History Reduced 8,156 3,366 0.17% 0.17% 260 -291 -3.45% Q4 2025 Mar 03, 2026
One Capital Management, LLC History Added to 8,050 3,322 0.1% 0.1% 261 +635 8.56% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 8,034 3,316 0.15% 0.21% 262 +2,417 43.03% Q4 2025 Feb 17, 2026
Prosperity Wealth Management, Inc. History New 7,989 3,297 1.1% — 263 +7,989 New Q4 2025 Mar 27, 2026
Valmark Advisers, Inc. History Added to 7,980 3,293 0.04% 0.04% 264 +181 2.32% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History Reduced 7,976 3,292 0.11% 0.13% 265 -1,218 -13.25% Q4 2025 Jan 13, 2026
Ascent Group, LLC History Reduced 7,964 3,287 0.11% 0.12% 266 -520 -6.13% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 7,889 3,256 0.0% 0.01% 267 -240 -2.95% Q4 2025 Feb 18, 2026
Beaumont Asset Management, L.L.C. History Added to 7,836 3,234 1.62% 1.26% 268 +1,603 25.72% Q4 2025 Jan 21, 2026
Pathway Financial Advisers, LLC History Added to 7,824 3,229 0.94% 0.86% 269 +375 5.03% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 7,807 3,222 0.03% 0.04% 270 +404 5.46% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 7,694 3,175 0.02% 0.02% 271 +348 4.74% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 7,431 3,067 0.02% 0.02% 272 +407 5.79% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 7,374 3,043 0.17% 0.18% 273 +100 1.37% Q4 2025 Feb 04, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,287 3,007 0.07% 0.01% 274 +6,649 1042.16% Q4 2025 Jan 29, 2026
Fortune 45 LLC History Added to 7,309 3,002 1.44% 1.48% 275 +13 0.18% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 7,237 2,987 0.02% — 276 +7,237 New Q4 2025 Feb 18, 2026
Financial Life Planners History Reduced 7,227 2,982 2.14% 1.97% 277 -78 -1.07% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Added to 7,141 2,947 0.06% 0.06% 278 +108 1.54% Q4 2025 Jan 14, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 7,096 2,928 0.32% 0.36% 279 -762 -9.7% Q4 2025 Feb 06, 2026
NWAM LLC History Reduced 7,114 2,919 0.16% 0.16% 280 -103 -1.43% Q4 2025 Feb 04, 2026
Beacon Pointe Advisors, LLC History Reduced 7,022 2,898 0.02% 0.03% 281 -1,376 -16.38% Q4 2025 Feb 18, 2026
FSC Wealth Advisors, LLC History Reduced 7,014 2,895 4.7% 4.77% 282 -13,552 -65.9% Q4 2025 Jan 22, 2026
Savvy Advisors, Inc. History Added to 7,002 2,890 0.09% 0.11% 283 +1,246 21.65% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 6,914 2,853 0.05% 0.04% 284 +1,448 26.49% Q4 2025 Feb 12, 2026
Merited Wealth, LLC History New 6,565 2,709 2.51% — 285 +6,565 New Q4 2025 Mar 26, 2026
Eagle Strategies LLC History Added to 6,502 2,683 0.34% 0.33% 286 +306 4.94% Q4 2025 Jan 23, 2026
PCM Encore, LLC History New 6,492 2,679 0.57% — 287 +6,492 New Q4 2025 Feb 13, 2026
Veridan Wealth LLC History Added to 6,450 2,662 0.89% 0.89% 288 +2 0.03% Q4 2025 Feb 13, 2026
HUB Investment Partners, LLC History Added to 6,439 2,657 0.07% 0.08% 289 +420 6.98% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 6,416 2,648 0.11% 0.11% 290 +282 4.6% Q4 2025 Feb 12, 2026
Francis Financial, Inc. History No change 6,415 2,647 0.52% 0.46% 291 0 0.0% Q4 2025 Feb 11, 2026
Bright Futures Wealth Management, LLC. History Reduced 6,392 2,638 1.95% 2.87% 292 -2,723 -29.87% Q4 2025 Feb 05, 2026
Plancorp, LLC History No change 6,382 2,634 0.08% 0.08% 293 0 0.0% Q4 2025 Feb 05, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 6,355 2,623 1.59% 1.66% 294 -78 -1.21% Q4 2025 Jan 20, 2026
Finward Bancorp History Reduced 6,341 2,617 2.03% 1.96% 295 -82 -1.28% Q4 2025 Jan 21, 2026
Cherry Creek Investment Advisors, Inc. History Reduced 6,281 2,592 1.11% 1.11% 296 -119 -1.86% Q4 2025 Jan 15, 2026
Allworth Financial LP History New 6,266 2,586 0.01% — 297 +6,266 New Q4 2025 Feb 05, 2026
MidAtlantic Capital Management, Inc. History Reduced 6,206 2,561 1.64% 1.71% 298 -14 -0.23% Q4 2025 Feb 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 6,186 2,553 1.04% 1.07% 299 -144 -2.27% Q4 2025 Jan 09, 2026
Mutual Advisors, LLC History Added to 6,156 2,541 0.05% 0.05% 300 +329 5.65% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History Reduced 6,123 2,527 0.19% 0.24% 301 -663 -9.77% Q4 2025 Jan 28, 2026
Jump Financial, LLC History Added to 6,058 2,500 0.03% 0.03% 302 +674 12.52% Q4 2025 Feb 17, 2026
Avant Capital LLC History Reduced 6,020 2,484 1.71% 1.73% 303 -79 -1.3% Q4 2025 Feb 13, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 6,013 2,481 1.82% 1.82% 304 -187 -3.02% Q4 2025 Feb 12, 2026
First Heartland Consultants, Inc. History Added to 5,842 2,411 0.18% 0.03% 305 +4,769 444.45% Q4 2025 Jan 09, 2026
Garden State Investment Advisory Services LLC History Added to 5,829 2,408 0.53% 0.5% 306 +271 4.88% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Reduced 5,733 2,366 0.14% 0.15% 307 -155 -2.63% Q4 2025 Feb 17, 2026
FISCHER INVESTMENT STRATEGIES, LLC History Reduced 5,682 2,345 1.37% 1.7% 308 -1,359 -19.3% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Added to 5,577 2,302 0.06% 0.03% 309 +2,667 91.65% Q4 2025 Jan 28, 2026
FRG Family Wealth Advisors LLC History Added to 5,541 2,287 0.36% 0.32% 310 +550 11.02% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Reduced 5,526 2,280 0.06% 0.07% 311 -162 -2.85% Q4 2025 Jan 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 5,440 2,245 0.01% 0.01% 312 -104 -1.88% Q4 2025 Jan 30, 2026
Continuum Advisory, LLC History Added to 5,388 2,224 0.22% 0.22% 313 +170 3.26% Q4 2025 Feb 11, 2026
Clark Capital Management Group, Inc. History Added to 5,330 2,200 0.01% 0.01% 314 +491 10.15% Q4 2025 Feb 17, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 5,239 2,163 0.52% 0.64% 315 -753 -12.57% Q4 2025 Feb 27, 2026
Argent Trust Co History Added to 5,177 2,136 0.07% 0.06% 316 +1,000 23.94% Q4 2025 Feb 10, 2026
RFP Financial Group LLC History Reduced 5,158 2,129 1.02% 1.32% 317 -3,811 -42.49% Q4 2025 Feb 13, 2026
Gilliland Jeter Wealth Management LLC History Added to 5,093 2,102 0.64% 0.63% 318 +9 0.18% Q4 2025 Jan 23, 2026
Gladstone Institutional Advisory LLC History Reduced 5,000 2,064 0.08% 0.08% 319 -174 -3.36% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History Reduced 4,965 2,049 0.35% 0.39% 320 -217 -4.19% Q4 2025 Jan 07, 2026
Pacific Excel Wealth Advisors, Inc. History New 4,953 2,043 3.86% — 321 +4,953 New Q4 2025 Feb 18, 2026
Bowman & Co S.C. History Reduced 4,918 2,029 0.85% 0.84% 322 -23 -0.47% Q4 2025 Jan 23, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 4,800 1,981 0.67% 0.65% 323 -5 -0.1% Q4 2025 Jan 29, 2026
Sollinda Capital Management LLC History Added to 4,749 1,960 0.5% 0.21% 324 +2,829 147.34% Q4 2025 Jan 15, 2026
Jaffetilchin Investment Partners, LLC History Reduced 4,713 1,945 0.11% 0.13% 325 -679 -12.59% Q4 2025 Jan 15, 2026
Arax Advisory Partners History New 4,657 1,922 0.06% — 326 +4,657 New Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 4,634 1,912 0.02% 0.02% 327 +198 4.46% Q4 2025 Jan 16, 2026
OLD NATIONAL BANCORP /IN/ History Added to 4,619 1,906 0.03% 0.03% 328 +401 9.51% Q4 2025 Jan 28, 2026
WILLNER & HELLER, LLC History Added to 4,552 1,878 1.35% 1.34% 329 +206 4.74% Q4 2025 Jan 12, 2026
GTS SECURITIES LLC History Reduced 4,518 1,864 0.06% 0.11% 330 -2,496 -35.59% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Added to 4,481 1,849 0.09% 0.08% 331 +386 9.43% Q4 2025 Feb 13, 2026
First International Bank of Israel Ltd. History Added to 4,385 1,809 0.86% 0.99% 332 +47 1.08% Q4 2025 Feb 12, 2026
Crescent Grove Advisors, LLC History No change 4,335 1,789 0.17% 0.17% 333 0 0.0% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 4,303 1,776 0.0% 0.0% 334 -909 -17.44% Q4 2025 Feb 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 4,289 1,770 0.18% 0.16% 335 +675 18.68% Q4 2025 Feb 09, 2026
BROWN ADVISORY INC History No change 4,286 1,769 0.0% 0.0% 336 0 0.0% Q4 2025 Feb 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 4,223 1,743 0.47% 0.61% 337 -660 -13.52% Q4 2025 Feb 10, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 4,219 1,741 0.81% 0.86% 338 -50 -1.17% Q4 2025 Jan 22, 2026
Wellspring Financial Advisors, LLC History Added to 4,214 1,739 0.14% 0.16% 339 +8 0.19% Q4 2025 Feb 11, 2026
Fee-Only Financial Planning, L.C. History No change 4,200 1,733 1.01% 0.99% 340 0 0.0% Q4 2025 Jan 26, 2026
Ethos Capital Management, Inc. History New 4,196 1,732 1.63% — 341 +4,196 New Q4 2025 Jan 21, 2026
Meridian Wealth Management, LLC History Reduced 4,150 1,712 0.06% 0.06% 342 -58 -1.38% Q4 2025 Feb 04, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 4,112 1,709 0.12% 0.13% 343 -7 -0.17% Q4 2025 Feb 13, 2026
Capital Group Private Client Services, Inc. History Added to 4,134 1,706 0.03% 0.03% 344 +7 0.17% Q4 2025 Feb 11, 2026
Keystone Financial Group History Added to 4,132 1,705 0.13% 0.11% 345 +536 14.91% Q4 2025 Feb 06, 2026
Tempo Wealth, LLC History New 4,087 1,687 0.3% — 346 +4,087 New Q4 2025 Feb 25, 2026
Mosaic Advisors LLC History New 4,066 1,678 3.22% — 347 +4,066 New Q4 2025 Feb 18, 2026
SCS Capital Management LLC History Added to 4,049 1,671 0.02% 0.02% 348 +7 0.17% Q4 2025 Feb 10, 2026
Procyon Advisors, LLC History Reduced 4,040 1,667 0.08% 0.1% 349 -18 -0.44% Q4 2025 Jan 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 3,985 1,652 0.0% 0.0% 350 +1,643 70.15% Q4 2025 Feb 05, 2026
LifePlan Financial, LLC History Reduced 3,947 1,629 1.25% 1.32% 351 -185 -4.48% Q4 2025 Jan 20, 2026
Balanced Rock Investment Advisors LLC History Reduced 3,927 1,620 1.15% 1.22% 352 -211 -5.1% Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Added to 3,920 1,618 0.44% 0.18% 354 +2,154 121.97% Q4 2025 Feb 03, 2026
Oxbow Advisors, LLC History No change 3,920 1,618 0.14% 0.15% 353 0 0.0% Q4 2025 Feb 04, 2026
Capital Investment Advisors, LLC History Added to 3,909 1,613 0.02% 0.02% 355 +340 9.53% Q4 2025 Jan 13, 2026
American Trust History Added to 3,887 1,604 0.13% 0.13% 356 +1 0.03% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 3,874 1,599 0.03% 0.03% 357 -17 -0.44% Q4 2025 Feb 05, 2026
Dana Investment Advisors, Inc. History Added to 3,860 1,593 0.05% 0.03% 358 +1,608 71.4% Q4 2025 Feb 05, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 3,848 1,588 0.2% 0.21% 359 +56 1.48% Q4 2025 Feb 04, 2026
AlTi Global, Inc. History Added to 3,823 1,578 0.03% 0.04% 360 +59 1.57% Q4 2025 Feb 13, 2026
Investment Planning Advisors, Inc. History Reduced 3,812 1,573 0.46% 0.48% 361 -10 -0.26% Q4 2025 Jan 20, 2026
Integrated Advisors Network LLC History Reduced 3,794 1,566 0.07% 0.08% 362 -923 -19.57% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 3,784 1,561 0.01% 0.01% 363 -318 -7.75% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Reduced 3,778 1,559 0.03% 0.03% 364 -256 -6.35% Q4 2025 Feb 11, 2026
Vigilare Wealth Management History Added to 3,762 1,552 0.52% 0.12% 365 +2,877 325.08% Q4 2025 Jan 07, 2026
LifeSteps Financial, Inc. History Reduced 3,715 1,533 0.98% 0.96% 366 -5 -0.13% Q4 2025 Jan 28, 2026
RWA WEALTH PARTNERS, LLC History Reduced 3,672 1,515 0.02% 0.02% 367 -289 -7.3% Q4 2025 Feb 12, 2026
Choate Investment Advisors History No change 3,598 1,485 0.03% 0.03% 368 0 0.0% Q4 2025 Feb 09, 2026
TME FINANCIAL, INC. History Added to 3,588 1,480 1.04% 0.88% 369 +681 23.43% Q4 2025 Jan 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,552 1,466 0.07% 0.04% 371 +1,736 95.59% Q4 2025 Jan 28, 2026
Echo Wealth Management, LLC History Reduced 3,554 1,466 0.86% 0.84% 370 -20 -0.56% Q4 2025 Jan 22, 2026
Jacobi Capital Management LLC History Added to 3,547 1,464 0.08% 0.09% 372 +4 0.11% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 3,542 1,462 0.07% 0.03% 373 +1,925 119.05% Q4 2025 Feb 05, 2026
Fort Sheridan Advisors LLC History Added to 3,511 1,449 0.18% 0.18% 374 +111 3.26% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Reduced 3,534 1,445 0.12% 0.15% 375 -506 -12.52% Q4 2025 Jan 20, 2026
NewEdge Wealth, LLC History Added to 3,467 1,431 0.02% 0.0% 376 +2,744 379.53% Q4 2025 Feb 03, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 3,452 1,424 0.21% — 377 +3,452 New Q4 2025 Feb 13, 2026
Avestar Capital, LLC History Added to 3,450 1,424 0.09% 0.09% 378 +30 0.88% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 3,442 1,420 0.02% 0.02% 379 +211 6.53% Q4 2025 Feb 04, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,436 1,418 0.01% 0.01% 380 -17 -0.49% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History Added to 3,436 1,418 0.08% 0.08% 381 +4 0.12% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 3,420 1,411 0.05% 0.06% 382 -580 -14.5% Q4 2025 Feb 12, 2026
Betterment LLC History Reduced 3,410 1,408 0.0% 0.0% 383 -594 -14.84% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Added to 3,410 1,407 0.05% 0.05% 384 +117 3.55% Q4 2025 Jan 27, 2026
Turtle Creek Wealth Advisors, LLC History No change 3,408 1,406 0.11% 0.12% 385 0 0.0% Q4 2025 Jan 28, 2026
M3 Advisory Group, LLC History Added to 3,385 1,397 0.85% 0.85% 386 +10 0.3% Q4 2025 Jan 16, 2026
FIRST HORIZON CORP History Added to 3,383 1,396 0.06% 0.06% 387 +25 0.74% Q4 2025 Jan 27, 2026
Csenge Advisory Group History Reduced 3,363 1,388 0.06% 0.07% 388 -190 -5.35% Q4 2025 Feb 06, 2026
Insight Advisors, LLC/ PA History Reduced 3,300 1,363 0.21% 0.22% 389 -295 -8.21% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Added to 3,334 1,361 0.04% 0.05% 390 +71 2.18% Q4 2025 Jan 23, 2026
FLOW TRADERS U.S. LLC History New 3,279 1,353 0.04% — 391 +3,279 New Q4 2025 Feb 13, 2026
Adirondack Capital Advisors, LLC History New 3,271 1,350 0.91% — 392 +3,271 New Q4 2025 Feb 03, 2026
Owen LaRue, LLC History Added to 3,255 1,343 0.51% 0.35% 393 +1,057 48.09% Q4 2025 Feb 05, 2026
Kassira Wealth Management LLC History No change 3,250 1,341 1.27% 1.26% 394 0 0.0% Q4 2025 Feb 03, 2026
Crown Wealth Group, LLC History Reduced 3,198 1,319 0.37% 0.45% 395 -545 -14.56% Q4 2025 Jan 28, 2026
PFG Advisors History Reduced 3,171 1,309 0.06% 0.1% 396 -2,878 -47.58% Q4 2025 Jan 27, 2026
Clearwater Capital Advisors, LLC History Reduced 3,116 1,286 0.11% 0.11% 397 -16 -0.51% Q4 2025 Feb 09, 2026
Nicholas Hoffman & Company, LLC. History No change 3,108 1,282 0.03% 0.03% 398 0 0.0% Q4 2025 Feb 02, 2026
LongView Wealth Management History Reduced 3,057 1,270 0.31% 0.45% 399 -1,094 -26.36% Q4 2025 Jan 13, 2026
Nautilus Advisors LLC History No change 3,076 1,269 0.83% 0.83% 400 0 0.0% Q4 2025 Jan 22, 2026
Institute for Wealth Management, LLC. History Added to 3,071 1,267 0.13% 0.12% 401 +172 5.93% Q4 2025 Jan 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 3,018 1,245 0.02% 0.02% 402 -849 -21.96% Q4 2025 Jan 30, 2026
Modern Wealth Management, LLC History Added to 3,017 1,245 0.02% 0.02% 403 +3 0.1% Q4 2025 Feb 17, 2026
Capital Investment Counsel, LLC History Added to 3,008 1,241 0.17% 0.1% 404 +1,251 71.2% Q4 2025 Feb 02, 2026
Detalus Advisors, LLC History No change 2,991 1,234 0.3% 0.31% 405 0 0.0% Q4 2025 Feb 03, 2026
Vontobel Holding Ltd. History Reduced 2,977 1,228 0.0% 0.0% 406 -314 -9.54% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 2,943 1,214 0.07% 0.08% 407 -280 -8.69% Q4 2025 Feb 10, 2026
VSM Wealth Advisory, LLC History Added to 2,935 1,211 0.36% 0.24% 409 +1,024 53.58% Q4 2025 Feb 06, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 2,936 1,211 0.38% 0.39% 408 0 0.0% Q4 2025 Jan 12, 2026
Well Done, LLC History No change 2,898 1,196 0.18% 0.2% 410 0 0.0% Q4 2025 Jan 13, 2026
ASPIRIANT, LLC History Added to 2,882 1,189 0.03% 0.01% 411 +2,168 303.64% Q4 2025 Jan 20, 2026
CALTON & ASSOCIATES, INC. History Reduced 2,871 1,184 0.17% 0.18% 412 -138 -4.59% Q4 2025 Feb 10, 2026
Legacy Wealth Managment, LLC/ID History Added to 2,851 1,176 0.56% 0.14% 413 +2,089 274.15% Q4 2025 Feb 03, 2026
Prosperity Consulting Group, LLC History Added to 2,837 1,171 0.05% 0.05% 414 +90 3.28% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 2,799 1,155 0.07% 0.04% 415 +1,298 86.48% Q4 2025 Jan 20, 2026
Cyndeo Wealth Partners, LLC History Reduced 2,763 1,140 0.06% 0.07% 416 -221 -7.41% Q4 2025 Jan 07, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 2,725 1,124 0.01% 0.01% 417 +124 4.77% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 2,719 1,122 0.0% 0.0% 418 -3,904 -58.95% Q4 2025 Feb 05, 2026
Sather Financial Group Inc History New 2,706 1,116 0.06% — 420 +2,706 New Q4 2025 Jan 26, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,706 1,116 0.0% 0.0% 419 -476 -14.96% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Added to 2,697 1,113 0.0% 0.0% 422 +1,089 67.72% Q4 2025 Feb 12, 2026
Koshinski Asset Management, Inc. History No change 2,698 1,113 0.07% 0.07% 421 0 0.0% Q4 2025 Feb 03, 2026
HARTLINE INVESTMENT CORP/ History No change 2,685 1,108 0.12% 0.11% 423 0 0.0% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,667 1,100 0.01% 0.0% 424 +2,404 914.07% Q4 2025 Feb 12, 2026
Legacy Financial Advisors, Inc. History Reduced 2,664 1,099 0.15% 0.15% 425 -29 -1.08% Q4 2025 Feb 04, 2026
RETIREMENT GUYS FORMULA LLC History Added to 2,642 1,090 0.5% 0.35% 426 +196 8.01% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History Added to 2,634 1,087 0.02% 0.02% 427 +282 11.99% Q4 2025 Feb 02, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 2,616 1,079 0.06% 0.06% 428 +10 0.38% Q4 2025 Jan 13, 2026
Russell Investments Group, Ltd. History Added to 2,600 1,073 0.0% 0.0% 429 +248 10.54% Q4 2025 Feb 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 2,586 1,067 0.34% 0.64% 430 +11 0.43% Q4 2025 Jan 22, 2026
PARK AVENUE SECURITIES LLC History Added to 2,580 1,065 0.01% 0.01% 431 +691 36.58% Q4 2025 Jan 05, 2026
National Wealth Management Group, LLC History Added to 2,576 1,063 0.37% 0.37% 432 +166 6.89% Q4 2025 Jan 12, 2026
Weaver Consulting Group History Reduced 2,566 1,059 0.26% 0.28% 433 -169 -6.18% Q4 2025 Feb 10, 2026
Prestige Wealth Management Group LLC History No change 2,562 1,057 0.2% 0.2% 434 0 0.0% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History Added to 2,554 1,054 0.03% 0.02% 435 +603 30.91% Q4 2025 Feb 13, 2026
Guardian Capital, LLC History New 2,546 1,050 0.94% — 436 +2,546 New Q4 2025 Feb 05, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 2,540 1,048 0.98% — 437 +2,540 New Q4 2025 Feb 02, 2026
Pathstone Holdings, LLC History New 2,486 1,026 0.0% — 438 +2,486 New Q4 2025 Feb 13, 2026
CERTUITY, LLC History Added to 2,483 1,025 0.06% 0.07% 439 +4 0.16% Q4 2025 Jan 30, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 2,480 1,023 0.02% 0.03% 440 -900 -26.63% Q4 2025 Jan 23, 2026
Quent Capital, LLC History Reduced 2,472 1,020 0.07% 0.08% 442 -7 -0.28% Q4 2025 Jan 29, 2026
Heartwood Wealth Advisors LLC History No change 2,472 1,020 0.09% 0.09% 441 0 0.0% Q4 2025 Jan 12, 2026
OneDigital Investment Advisors LLC History Added to 2,470 1,019 0.01% 0.01% 443 +17 0.69% Q4 2025 Feb 13, 2026
Americana Partners, LLC History Reduced 2,467 1,018 0.03% 0.1% 444 -5,530 -69.15% Q4 2025 Feb 06, 2026
Wescott Financial Advisory Group, LLC History Reduced 2,467 1,018 0.09% 0.09% 445 -17 -0.68% Q4 2025 Feb 12, 2026
Focus Financial Network, Inc. History Added to 2,459 1,015 0.04% 0.03% 446 +499 25.46% Q4 2025 Jan 12, 2026
Capital Investment Advisory Services, LLC History Reduced 2,456 1,013 0.07% 0.08% 447 -64 -2.54% Q4 2025 Jan 21, 2026
Avalon Trust Co History No change 2,450 1,011 0.07% 0.06% 448 0 0.0% Q4 2025 Feb 09, 2026
Ridgepath Capital Management LLC History No change 2,496 1,004 0.46% 0.43% 449 0 0.0% Q4 2025 Feb 04, 2026
Private Wealth Group, LLC History No change 2,418 998 0.48% 0.48% 450 0 0.0% Q4 2025 Jan 12, 2026
FIRST TRUST ADVISORS LP History Added to 2,412 995 0.0% 0.0% 451 +13 0.54% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 2,398 989 0.02% 0.02% 452 +13 0.55% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History No change 2,375 980 0.01% 0.01% 453 0 0.0% Q4 2025 Feb 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 2,355 971 0.02% 0.02% 454 -84 -3.44% Q4 2025 Feb 03, 2026
Squire Investment Management Company, LLC History No change 2,325 959 0.29% 0.3% 455 0 0.0% Q4 2025 Jan 22, 2026
Key Capital Management, INC History New 2,309 953 0.94% — 456 +2,309 New Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Reduced 2,304 951 0.01% 0.01% 457 -118 -4.87% Q4 2025 Feb 13, 2026
City State Bank History Added to 2,297 948 0.26% 0.26% 458 +16 0.7% Q4 2025 Jan 28, 2026
Signal Advisors Wealth, LLC History Added to 2,249 928 0.07% 0.07% 459 +331 17.26% Q4 2025 Jan 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 2,253 925 0.15% 0.15% 460 -10 -0.44% Q4 2025 Jan 08, 2026
Pinion Investment Advisors, LLC History Added to 2,236 922 0.22% 0.24% 461 +135 6.43% Q4 2025 Jan 29, 2026
Rolek Wealth Management LLC History Added to 2,217 915 0.63% 0.65% 462 +68 3.16% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Added to 2,208 911 0.02% 0.02% 463 +272 14.05% Q4 2025 Jan 23, 2026
Fortis Group Advisors, LLC History Reduced 2,222 901 0.15% 0.17% 464 -92 -3.98% Q4 2025 Feb 06, 2026
Summit Investment Advisory Services, LLC History Added to 2,177 898 0.34% 0.35% 465 +1 0.05% Q4 2025 Feb 04, 2026
Wagner Wealth Management, LLC History No change 2,160 891 0.19% 0.2% 466 0 0.0% Q4 2025 Jan 30, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 2,144 885 0.02% 0.02% 467 -104 -4.63% Q4 2025 Feb 09, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,102 867 0.0% 0.0% 468 -75 -3.45% Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 2,054 847 0.1% 0.12% 469 -500 -19.58% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Reduced 2,024 835 0.05% 0.08% 470 -1,345 -39.92% Q4 2025 Jan 30, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 2,010 829 0.24% 0.33% 471 -701 -25.86% Q4 2025 Feb 10, 2026
DiPaolo Financial Group, Inc. History New 2,007 828 0.88% — 472 +2,007 New Q4 2025 Feb 24, 2026
Vantage Financial Partners, LLC History Reduced 2,000 825 0.17% 0.17% 473 -44 -2.15% Q4 2025 Feb 03, 2026
Centurion Wealth Management LLC History Reduced 1,987 820 0.18% 0.18% 474 -14 -0.7% Q4 2025 Jan 14, 2026
ALTFEST L J & CO INC History No change 1,985 819 0.09% 0.09% 475 0 0.0% Q4 2025 Jan 23, 2026
Bestgate Wealth Advisors, LLC History New 1,971 813 1.43% — 476 +1,971 New Q4 2025 Jan 16, 2026
Buttonwood Financial Advisors Inc. History Reduced 1,957 807 0.27% 0.27% 477 -21 -1.06% Q4 2025 Feb 04, 2026
Vise Technologies, Inc. History Added to 1,943 802 0.02% 0.02% 478 +712 57.84% Q4 2025 Feb 11, 2026
Serenus Wealth Advisors, LLC History Reduced 1,922 793 0.15% 0.14% 479 -48 -2.44% Q4 2025 Jan 28, 2026
FF Advisors,LLC History No change 1,906 786 0.35% 0.37% 480 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 1,904 785 0.02% 0.01% 481 +796 71.84% Q4 2025 Feb 03, 2026
FAS Wealth Partners, Inc. History No change 1,895 782 0.05% 0.05% 482 0 0.0% Q4 2025 Feb 18, 2026
Synergy Investment Management, LLC History Reduced 1,892 780 0.28% 0.31% 483 -104 -5.21% Q4 2025 Feb 06, 2026
Accel Wealth Management History Added to 1,888 779 0.21% 0.21% 484 +83 4.6% Q4 2025 Jan 20, 2026
DOVER ADVISORS, LLC History No change 1,872 772 0.3% 0.3% 485 0 0.0% Q4 2025 Feb 10, 2026
Beaumont Financial Advisors, LLC History Added to 1,839 759 0.05% 0.05% 486 +60 3.37% Q4 2025 Jan 16, 2026
Capstone Wealth Management Group LLC History Added to 1,838 758 0.46% 0.19% 487 +1,091 146.05% Q4 2025 Jan 09, 2026
Tower Research Capital LLC (TRC) History Reduced 1,835 757 0.02% 0.03% 488 -430 -18.98% Q4 2025 Feb 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 1,833 756 0.11% 0.11% 489 -17 -0.92% Q4 2025 Feb 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 1,831 755 0.04% 0.05% 490 -40 -2.14% Q4 2025 Jan 26, 2026
United Advisor Group, LLC History Reduced 1,822 752 0.09% 0.11% 492 -246 -11.9% Q4 2025 Jan 26, 2026
CVA Family Office, LLC History Added to 1,823 752 0.09% 0.09% 491 +1 0.05% Q4 2025 Jan 12, 2026
Balefire, LLC History Reduced 1,817 750 0.15% 0.15% 493 -10 -0.55% Q4 2025 Jan 12, 2026
AMG Asset Management Group, Inc. History New 1,812 747 2.41% — 494 +1,812 New Q4 2025 Mar 17, 2026
McAdam, LLC History Added to 1,803 744 0.03% 0.03% 495 +406 29.06% Q4 2025 Feb 13, 2026
Westmount Partners, LLC History Reduced 1,793 740 0.18% 0.19% 496 -4 -0.22% Q4 2025 Jan 15, 2026
BCS Wealth Management History Added to 1,792 739 0.07% 0.08% 497 +944 111.32% Q4 2025 Jan 26, 2026
LS Investment Advisors, LLC History No change 1,780 734 0.1% 0.1% 498 0 0.0% Q4 2025 Jan 26, 2026
Latitude Advisors, LLC History Added to 1,768 729 0.32% 0.32% 499 +45 2.61% Q4 2025 Jan 27, 2026
HBW ADVISORY SERVICES LLC History Added to 1,766 728 0.08% 0.07% 500 +301 20.55% Q4 2025 Jan 23, 2026
White Lighthouse Investment Management Inc. History No change 1,763 727 0.1% 0.11% 501 0 0.0% Q4 2025 Feb 09, 2026
Rodgers & Associates, LTD History No change 1,763 727 0.07% 0.07% 502 0 0.0% Q4 2025 Jan 22, 2026
Fortis Capital Advisors, LLC History No change 1,756 724 0.11% 0.11% 503 0 0.0% Q4 2025 Jan 27, 2026
Zinnia Wealth Advisory, LLC History New 1,747 721 0.78% — 504 +1,747 New Q4 2025 Feb 13, 2026
London & Capital Asset Management Ltd History New 1,745 720 0.01% — 505 +1,745 New Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 1,739 717 0.04% — 506 +1,739 New Q4 2025 Feb 10, 2026
Asempa Wealth Advisors History New 1,727 712 0.61% — 507 +1,727 New Q4 2025 Jan 08, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 1,723 711 0.12% 0.1% 508 +309 21.85% Q4 2025 Jan 27, 2026
SMITH, MOORE & CO. History Added to 1,707 704 0.05% 0.05% 509 +76 4.66% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Reduced 1,706 704 0.06% 0.06% 510 -14 -0.81% Q4 2025 Jan 26, 2026
Advisory Alpha, LLC History Reduced 1,700 701 0.02% 0.02% 514 -340 -16.67% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,700 701 0.0% 0.0% 513 -16 -0.93% Q4 2025 Feb 11, 2026
BAILARD, INC. History No change 1,700 701 0.02% 0.01% 511 0 0.0% Q4 2025 Feb 04, 2026
CIBC WORLD MARKET INC. History No change 1,700 701 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 10, 2026
Stonebridge Financial Planning Group, LLC History Reduced 1,697 700 0.25% 0.26% 515 -30 -1.74% Q4 2025 Feb 05, 2026
Graney & King, LLC History Reduced 1,691 697 0.41% 0.52% 517 -182 -9.72% Q4 2025 Feb 13, 2026
Optivise Advisory Services LLC History Added to 1,690 697 0.4% 0.37% 516 +157 10.24% Q4 2025 Jan 12, 2026
AA Financial Advisors, LLC History New 1,681 693 0.13% — 520 +1,681 New Q4 2025 Jan 14, 2026
Berkshire Money Management, Inc. History New 1,679 693 0.07% — 519 +1,679 New Q4 2025 Jan 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 1,679 693 0.01% 0.01% 518 -43 -2.5% Q4 2025 Feb 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,747 687 0.1% 0.12% 521 0 0.0% Q4 2025 Feb 11, 2026
Sage Investment Advisers LLC History New 1,654 682 0.51% — 522 +1,654 New Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 1,650 681 0.18% 0.2% 523 -158 -8.74% Q4 2025 Feb 10, 2026
PFG Investments, LLC History Reduced 1,648 680 0.03% 0.04% 524 -153 -8.5% Q4 2025 Jan 26, 2026
MFA WEALTH ADVISORS, LLC History No change 1,645 679 0.14% 0.14% 525 0 0.0% Q4 2025 Jan 14, 2026
Aurora Private Wealth, Inc. History New 1,640 677 0.44% — 526 +1,640 New Q4 2025 Feb 02, 2026
REGIONS FINANCIAL CORP History New 1,619 668 0.0% — 527 +1,619 New Q4 2025 Jan 27, 2026
JGP Wealth Management, LLC History No change 1,609 664 0.07% 0.07% 528 0 0.0% Q4 2025 Jan 12, 2026
Heritage Investment Group, Inc. History Added to 1,608 663 0.1% 0.07% 529 +478 42.3% Q4 2025 Jan 30, 2026
Resurgent Financial Advisors LLC History Added to 1,606 662 0.33% 0.24% 530 +370 29.94% Q4 2025 Feb 12, 2026
David Kennon Inc History Added to 1,604 662 0.24% 0.21% 531 +121 8.16% Q4 2025 Jan 26, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,606 662 0.37% 0.38% 532 0 0.0% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History New 1,600 660 0.0% — 533 +1,600 New Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,597 659 0.0% 0.0% 534 -13 -0.81% Q4 2025 Feb 11, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 1,587 655 0.1% 0.25% 535 -1,840 -53.69% Q4 2025 Feb 03, 2026
Legacy Advisory Services, LLC History Reduced 1,581 652 0.49% 0.5% 536 -69 -4.18% Q4 2025 Jan 23, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 1,572 648 0.03% 0.03% 537 0 0.0% Q4 2025 Feb 17, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,570 648 0.22% 0.23% 538 0 0.0% Q4 2025 Jan 20, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 1,554 641 0.05% 0.05% 539 +1 0.06% Q4 2025 Jan 27, 2026
Lakeshore Financial Planning, Inc. History Added to 1,533 632 0.23% 0.22% 540 +37 2.47% Q4 2025 Feb 17, 2026
Pacific Point Advisors, LLC History No change 1,526 629 0.34% 0.36% 541 0 0.0% Q4 2025 Jan 21, 2026
Roundview Capital LLC History Added to 1,522 628 0.04% 0.04% 542 +1 0.07% Q4 2025 Feb 09, 2026
Embree Financial Group History Reduced 1,516 625 0.08% 0.09% 543 -74 -4.65% Q4 2025 Jan 14, 2026
Cynosure Group, LLC History No change 1,513 624 0.06% 0.07% 544 0 0.0% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 1,506 621 0.18% 0.06% 545 +1,055 233.92% Q4 2025 Feb 11, 2026
Venturi Wealth Management, LLC History Reduced 1,500 619 0.03% 0.04% 546 -500 -25.0% Q4 2025 Jan 22, 2026
Carroll Investors, Inc History Reduced 1,500 619 0.3% 0.3% 547 -51 -3.29% Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History No change 1,498 618 0.05% 0.05% 548 0 0.0% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 1,487 613 0.0% 0.0% 549 +26 1.78% Q4 2025 Feb 03, 2026
Wealth Management Nebraska History Added to 1,463 604 0.07% 0.05% 550 +337 29.93% Q4 2025 Jan 28, 2026
ICONIQ Capital, LLC History Added to 1,459 602 0.01% 0.01% 551 +16 1.11% Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History New 1,452 599 0.04% — 552 +1,452 New Q4 2025 Jan 21, 2026
Cape Investment Advisory, Inc. History Added to 1,442 595 0.18% 0.0% 553 +1,438 35950.0% Q4 2025 Feb 17, 2026
BCO Wealth Management LLC History Reduced 1,439 593 0.36% 0.47% 555 -345 -19.34% Q4 2025 Jan 14, 2026
New England Private Wealth Advisors LLC History Reduced 1,438 593 0.07% 0.09% 554 -181 -11.18% Q4 2025 Feb 13, 2026
Quotient Wealth Partners, LLC History Added to 1,425 588 0.02% 0.02% 556 +19 1.35% Q4 2025 Jan 22, 2026
ENTRUST FINANCIAL LLC History New 1,420 585 0.43% — 557 +1,420 New Q4 2025 Feb 06, 2026
CVFG LLC History No change 1,415 584 0.4% 0.41% 558 0 0.0% Q4 2025 Feb 06, 2026
Beacon Financial Advisory LLC History Reduced 1,412 582 0.13% 0.14% 559 -66 -4.47% Q4 2025 Feb 17, 2026
PRIVATE CLIENT SERVICES, LLC History No change 1,406 580 0.18% 0.19% 560 0 0.0% Q4 2025 Jan 07, 2026
RDA Financial Network History Reduced 1,399 577 0.14% 0.15% 562 -89 -5.98% Q4 2025 Jan 06, 2026
Simmons Bank History No change 1,400 577 0.04% 0.04% 561 0 0.0% Q4 2025 Feb 05, 2026
Platform Technology Partners History No change 1,391 574 0.12% 0.13% 563 0 0.0% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 1,388 572 0.1% 0.1% 564 +2 0.14% Q4 2025 Jan 20, 2026
Snowden Capital Advisors LLC History Added to 1,375 567 0.01% 0.01% 565 +216 18.64% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 1,369 565 0.0% 0.0% 566 +433 46.26% Q4 2025 Feb 17, 2026
Financial Freedom, LLC History Reduced 1,367 564 0.28% 0.28% 567 -35 -2.5% Q4 2025 Feb 17, 2026
Canvas Wealth Advisors, LLC History No change 1,363 562 0.1% 0.1% 568 0 0.0% Q4 2025 Jan 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,360 561 0.0% — 570 +1,360 New Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Added to 1,360 561 0.02% 0.01% 571 +469 52.64% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 1,360 561 0.01% 0.01% 569 +250 22.52% Q4 2025 Feb 02, 2026
Rothschild Wealth LLC History Reduced 1,348 556 0.05% 0.12% 572 -76 -5.34% Q4 2025 Feb 17, 2026
Fusion Capital, LLC History Added to 1,345 554 0.16% 0.16% 573 +2 0.15% Q4 2025 Feb 04, 2026
Principle Wealth Partners LLC History No change 1,338 552 0.03% 0.03% 574 0 0.0% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Reduced 1,331 549 0.01% 0.01% 575 -214 -13.85% Q4 2025 Jan 22, 2026
PENNINGTON PARTNERS & CO., LLC History No change 1,329 548 0.22% 0.25% 576 0 0.0% Q4 2025 Feb 17, 2026
MINDSET WEALTH MANAGEMENT, LLC History No change 1,330 548 0.14% 0.15% 577 0 0.0% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History New 1,322 545 0.03% — 578 +1,322 New Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 1,320 544 0.0% 0.0% 580 +525 66.04% Q4 2025 Feb 12, 2026
Arete Wealth Advisors, LLC History Reduced 1,319 544 0.03% 0.03% 579 -5 -0.38% Q4 2025 Feb 13, 2026
Baker Avenue Asset Management, LP History Added to 1,316 543 0.01% 0.01% 581 +92 7.52% Q4 2025 Feb 10, 2026
Bell Bank History Reduced 1,309 540 0.02% 0.02% 582 -75 -5.42% Q4 2025 Jan 14, 2026
CWC Advisors, LLC. History No change 1,288 531 0.26% 0.25% 583 0 0.0% Q4 2025 Jan 26, 2026
LWM ADVISORS INC History No change 1,279 527 0.46% 0.46% 584 0 0.0% Q4 2025 Jan 09, 2026
Orgel Wealth Management, LLC History New 1,276 526 0.01% — 585 +1,276 New Q4 2025 Jan 07, 2026
NorthRock Partners, LLC History Added to 1,266 522 0.01% 0.01% 587 +559 79.07% Q4 2025 Feb 17, 2026
COMMERCE BANK History No change 1,266 522 0.0% 0.0% 586 0 0.0% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History Added to 1,264 521 0.03% 0.03% 588 +3 0.24% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Reduced 1,257 518 0.03% 0.03% 589 -14 -1.1% Q4 2025 Feb 05, 2026
JACKSON SQUARE CAPITAL, LLC History No change 1,252 516 0.1% 0.11% 590 0 0.0% Q4 2025 Jan 21, 2026
Peak Retirement Planning, Inc. History Added to 1,245 513 0.12% 0.1% 592 +399 47.16% Q4 2025 Feb 10, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 1,244 513 0.13% 0.11% 591 +262 26.68% Q4 2025 Feb 06, 2026
KEB ASSET MANAGEMENT, LLC History No change 1,235 509 0.1% 0.11% 593 0 0.0% Q4 2025 Jan 09, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 1,229 507 0.16% 0.19% 594 -83 -6.33% Q4 2025 Feb 10, 2026
Fairscale Capital, LLC History Added to 1,227 506 0.34% 0.31% 595 +88 7.73% Q4 2025 Feb 17, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 1,215 501 0.05% 0.04% 596 +198 19.47% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 1,207 498 0.01% 0.01% 597 -139 -10.33% Q4 2025 Jan 16, 2026
WATERS PARKERSON & CO., LLC History New 1,206 497 0.02% — 598 +1,206 New Q4 2025 Feb 12, 2026
Centennial Advisors, LLC History New 1,206 497 0.65% — 599 +1,206 New Q4 2025 Jan 22, 2026
Pitcairn Wealth Advisors LLC History New 1,201 495 0.04% — 600 +1,201 New Q4 2025 Feb 13, 2026
Prudent Man Investment Management, Inc. History Added to 1,198 494 0.17% 0.2% 602 +141 13.34% Q4 2025 Feb 12, 2026
OARSMAN CAPITAL, INC. History Reduced 1,198 494 0.06% 0.07% 601 -44 -3.54% Q4 2025 Feb 13, 2026
ProVise Management Group, LLC History Reduced 1,186 489 0.03% 0.04% 604 -89 -6.98% Q4 2025 Jan 29, 2026
Wedmont Private Capital History Reduced 1,179 489 0.02% 0.02% 605 -4 -0.34% Q4 2025 Jan 08, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 1,187 489 0.08% 0.08% 603 0 0.0% Q4 2025 Feb 11, 2026
Intrua Financial, LLC History Added to 1,175 485 0.05% 0.05% 606 +127 12.12% Q4 2025 Feb 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,172 483 0.0% 0.0% 607 +624 113.87% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 1,169 482 0.0% 0.0% 608 -57 -4.65% Q4 2025 Feb 11, 2026
Diversified Trust Co History No change 1,170 482 0.01% 0.01% 609 0 0.0% Q4 2025 Jan 09, 2026
Trevian Wealth Management LLC History No change 1,170 482 0.23% 0.25% 610 0 0.0% Q4 2025 Feb 05, 2026
Marathon Mission, Inc. History No change 1,168 482 0.28% 0.28% 611 0 0.0% Q4 2025 Jan 05, 2026
Cloud Capital Management, LLC History Reduced 1,159 478 0.23% 0.25% 613 -27 -2.28% Q4 2025 Feb 12, 2026
DAHRING {-} CUSMANO LLC History Reduced 1,160 478 0.33% 0.34% 612 -16 -1.36% Q4 2025 Feb 05, 2026
Birch Hill Investment Advisors LLC History No change 1,151 475 0.02% 0.02% 614 0 0.0% Q4 2025 Jan 27, 2026
Live Oak Investment Partners History Added to 1,149 474 0.29% 0.3% 615 +18 1.59% Q4 2025 Jan 29, 2026
Total Clarity Wealth Management, Inc. History New 1,143 471 0.11% — 616 +1,143 New Q4 2025 Feb 02, 2026
Hughes Financial Services, LLC History No change 1,137 469 0.07% 0.08% 617 0 0.0% Q4 2025 Feb 11, 2026
Excelsior Advisor Network LLC History New 1,133 467 0.23% — 618 +1,133 New Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 1,129 466 0.08% 0.01% 619 +24 2.17% Q4 2025 Mar 04, 2026
Intellus Advisors LLC History No change 1,125 464 0.06% 0.06% 620 0 0.0% Q4 2025 Feb 06, 2026
SpringVest Wealth Management LLC History No change 1,125 464 0.32% 0.33% 621 0 0.0% Q4 2025 Jan 23, 2026
Castle Rock Wealth Management, LLC History Added to 1,170 462 0.1% 0.1% 622 +1 0.09% Q4 2025 Feb 05, 2026
Hubbell Strickland Wealth Management, LLC History Reduced 1,117 461 0.19% 0.2% 623 -71 -5.98% Q4 2025 Jan 20, 2026
Waldron Private Wealth LLC History No change 1,094 451 0.02% 0.02% 624 0 0.0% Q4 2025 Jan 14, 2026
Cresset Asset Management, LLC History New 1,093 450 0.0% — 625 +1,093 New Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 1,083 447 0.01% 0.01% 626 +31 2.95% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Reduced 1,070 441 0.0% 0.0% 627 -1,327 -55.36% Q4 2025 Feb 17, 2026
Wealth Group Ltd History Reduced 1,065 439 0.1% 0.1% 628 -24 -2.2% Q4 2025 Jan 12, 2026
CGN Advisors LLC History Added to 1,062 438 0.03% 0.03% 629 +47 4.63% Q4 2025 Jan 05, 2026
Shepherd Financial Partners LLC History No change 1,059 437 0.04% 0.04% 630 0 0.0% Q4 2025 Feb 10, 2026
SFM, LLC History No change 1,059 437 0.26% 0.25% 631 0 0.0% Q4 2025 Jan 23, 2026
Comprehensive Financial Planning, Inc./PA History Added to 1,051 434 0.29% 0.29% 632 +1 0.1% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History Reduced 1,051 433 0.01% 0.01% 633 -41 -3.75% Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History No change 1,045 431 0.03% 0.03% 634 0 0.0% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 1,044 430 0.03% 0.03% 635 +2 0.19% Q4 2025 Feb 17, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 1,041 429 0.12% 0.12% 637 +71 7.32% Q4 2025 Feb 11, 2026
Certified Advisory Corp History Reduced 1,040 429 0.04% 0.04% 636 -70 -6.31% Q4 2025 Jan 12, 2026
Glenview Trust Co History Reduced 1,036 427 0.01% 0.01% 639 -125 -10.77% Q4 2025 Feb 09, 2026
Haverford Trust Co History No change 1,035 427 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 13, 2026
Clear Creek Financial Management, LLC History No change 1,035 427 0.03% 0.04% 640 0 0.0% Q4 2025 Jan 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 1,034 426 0.07% — 641 +1,034 New Q4 2025 Feb 12, 2026
NATURAL INVESTMENTS, LLC History New 1,032 425 0.11% — 642 +1,032 New Q4 2025 Jan 23, 2026
Voya Financial Advisors, Inc. History New 1,015 422 0.04% — 643 +1,015 New Q4 2025 Feb 13, 2026
Monument Group Wealth Advisors, LLC History Added to 1,022 421 0.23% 0.24% 644 +2 0.2% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Reduced 1,012 417 0.02% 0.04% 645 -1,297 -56.17% Q4 2025 Jan 30, 2026
OxenFree Capital LLC History Reduced 1,010 417 0.22% 0.23% 646 -16 -1.56% Q4 2025 Jan 15, 2026
MWA Asset Management History Reduced 1,010 416 0.23% 0.25% 647 -100 -9.01% Q4 2025 Jan 29, 2026
Lauterbach Financial Advisors, LLC History Added to 1,010 416 0.2% 0.2% 648 +2 0.2% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History New 998 411 0.0% — 649 +998 New Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 995 410 0.02% 0.02% 651 -70 -6.57% Q4 2025 Jan 29, 2026
B. Riley Wealth Advisors, Inc. History Added to 994 410 0.02% 0.02% 650 +25 2.58% Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History No change 995 410 0.01% 0.01% 652 0 0.0% Q4 2025 Feb 13, 2026
XML Financial, LLC History Added to 982 405 0.03% 0.03% 653 +1 0.1% Q4 2025 Feb 11, 2026
Provenance Wealth Advisors, LLC History No change 983 405 0.04% 0.05% 654 0 0.0% Q4 2025 Jan 26, 2026
GSG Advisors LLC History No change 981 404 0.1% 0.1% 655 0 0.0% Q4 2025 Jan 08, 2026
Aspen Wealth Management LLC History Added to 977 403 0.08% 0.09% 656 +2 0.21% Q4 2025 Jan 05, 2026
TCI Wealth Advisors, Inc. History No change 973 401 0.02% 0.02% 657 0 0.0% Q4 2025 Feb 02, 2026
Summit Financial, LLC History Reduced 967 399 0.01% 0.01% 658 -8 -0.82% Q4 2025 Feb 13, 2026
TFR Capital, LLC. History Added to 961 396 0.13% 0.13% 659 +25 2.67% Q4 2025 Jan 27, 2026
QRG CAPITAL MANAGEMENT, INC. History New 958 395 0.0% — 661 +958 New Q4 2025 Feb 02, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 957 395 0.07% 0.07% 660 0 0.0% Q4 2025 Feb 10, 2026
FIRST FINANCIAL BANKSHARES INC History No change 953 393 0.01% 0.01% 662 0 0.0% Q4 2025 Feb 12, 2026
Advisors Capital Management, LLC History Added to 948 391 0.0% 0.0% 663 +164 20.92% Q4 2025 Jan 29, 2026
Leeward Financial Partners, LLC History Reduced 946 390 0.11% 0.12% 664 -67 -6.61% Q4 2025 Feb 09, 2026
Global Trust Asset Management, LLC History Reduced 944 389 0.15% 0.24% 666 -366 -27.94% Q4 2025 Jan 20, 2026
IFG Advisory, LLC History Added to 944 389 0.02% 0.02% 665 +123 14.98% Q4 2025 Feb 10, 2026
Sequent Planning LLC History Reduced 937 386 0.1% 0.11% 667 -15 -1.58% Q4 2025 Feb 05, 2026
Wealthstar Advisors, LLC History No change 927 382 0.17% 0.15% 668 0 0.0% Q4 2025 Jan 30, 2026
SAX WEALTH ADVISORS, LLC History Reduced 925 381 0.02% 0.02% 669 -38 -3.95% Q4 2025 Jan 12, 2026
Stonebridge Financial Group, LLC History No change 923 380 0.03% 0.03% 670 0 0.0% Q4 2025 Jan 21, 2026
Aprio Wealth Management, LLC History Added to 917 378 0.02% 0.04% 672 +1 0.11% Q4 2025 Jan 29, 2026
ST GERMAIN D J CO INC History No change 918 378 0.01% 0.01% 671 0 0.0% Q4 2025 Jan 29, 2026
Linscomb Wealth, Inc. History New 911 375 0.02% — 673 +911 New Q4 2025 Feb 10, 2026
Stark Wealth Management LLC History No change 910 375 1.41% 1.68% 674 0 0.0% Q4 2025 Feb 17, 2026
Barnett & Company, Inc. History Added to 905 373 0.3% 0.27% 675 +23 2.61% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Reduced 900 371 0.06% 0.08% 676 -214 -19.21% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 894 369 0.01% 0.0% 677 +394 78.8% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Reduced 895 369 0.02% 0.03% 679 -168 -15.8% Q4 2025 Feb 10, 2026
Farmers & Merchants Trust Co of Long Beach History No change 895 369 0.08% 0.08% 678 0 0.0% Q4 2025 Jan 29, 2026
Clarion Wealth Managment Partners, LLC History Reduced 892 368 0.34% 0.35% 680 -1 -0.11% Q4 2025 Feb 05, 2026
PLANNING DIRECTIONS INC History Reduced 891 367 0.18% 0.19% 681 -7 -0.78% Q4 2025 Jan 21, 2026
PGIM Custom Harvest LLC History Added to 880 363 0.01% 0.0% 682 +226 34.56% Q4 2025 Feb 17, 2026
LANDAAS & CO /WI /ADV History Reduced 878 362 0.08% 0.09% 683 -122 -12.2% Q4 2025 Jan 21, 2026
Anchor Investment Management, LLC History No change 868 358 0.03% 0.03% 684 0 0.0% Q4 2025 Feb 26, 2026
S.A. Mason LLC History Added to 864 356 0.14% 0.12% 685 +175 25.4% Q4 2025 Jan 29, 2026
Kingdom Financial Group LLC. History New 860 354 0.11% — 687 +860 New Q4 2025 Feb 06, 2026
Palisade Asset Management, LLC History Reduced 860 354 0.03% 0.03% 686 -8 -0.92% Q4 2025 Feb 13, 2026
Gradient Investments LLC History Added to 855 353 0.01% 0.0% 688 +177 26.11% Q4 2025 Jan 08, 2026
CHANNEL WEALTH LLC History Reduced 856 353 0.09% 0.11% 689 -147 -14.66% Q4 2025 Feb 03, 2026
Mason & Associates, LLC History No change 855 352 0.08% 0.08% 690 0 0.0% Q4 2025 Jan 21, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 855 352 0.2% 0.2% 691 0 0.0% Q4 2025 Jan 09, 2026
Spectrum Planning & Advisory Services Inc. History Added to 848 349 0.18% 0.19% 692 +1 0.12% Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History No change 847 349 0.09% 0.09% 693 0 0.0% Q4 2025 Jan 29, 2026
Invesco Ltd. History Reduced 837 345 0.0% 0.0% 694 -80 -8.72% Q4 2025 Feb 19, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 838 345 0.03% 0.03% 695 +17 2.07% Q4 2025 Feb 12, 2026
Retireful, LLC History New 828 344 0.43% — 696 +828 New Q4 2025 Jan 15, 2026
180 WEALTH ADVISORS, LLC History Reduced 831 343 0.04% 0.04% 697 -53 -6.0% Q4 2025 Jan 09, 2026
AMG National Trust Bank History No change 830 342 0.01% 0.01% 698 0 0.0% Q4 2025 Jan 30, 2026
Estate Counselors, LLC History New 825 340 0.03% — 700 +825 New Q4 2025 Feb 02, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 825 340 0.01% — 701 +825 New Q4 2025 Jan 16, 2026
JMG Financial Group, Ltd. History No change 826 340 0.01% 0.01% 699 0 0.0% Q4 2025 Feb 10, 2026
Welch Group, LLC History No change 818 337 0.01% 0.01% 702 0 0.0% Q4 2025 Jan 26, 2026
Sterling Investment Counsel, LLC History New 979 336 0.1% — 704 +979 New Q4 2025 Jan 27, 2026
SC&H Financial Advisors, Inc. History New 815 336 0.05% — 703 +815 New Q4 2025 Jan 21, 2026
Rockwood Wealth Management, LLC History Added to 813 335 0.02% 0.02% 706 +195 31.55% Q4 2025 Jan 29, 2026
Peachtree Investment Partners, LLC History No change 814 335 0.11% 0.11% 705 0 0.0% Q4 2025 Feb 11, 2026
Trexquant Investment LP History Reduced 806 332 0.0% 0.0% 707 -49 -5.73% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History No change 806 332 0.01% 0.01% 708 0 0.0% Q4 2025 Feb 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 804 331 0.02% 0.02% 709 -33 -3.94% Q4 2025 Feb 10, 2026
Financial Alternatives, Inc History Reduced 803 331 0.19% 0.2% 711 -25 -3.02% Q4 2025 Feb 04, 2026
Provident Wealth Management, LLC History No change 804 331 0.1% 0.1% 710 0 0.0% Q4 2025 Jan 28, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 801 330 0.04% 0.04% 712 +1 0.13% Q4 2025 Feb 03, 2026
Mystic Asset Management, Inc. History No change 800 330 0.07% 0.07% 713 0 0.0% Q4 2025 Jan 28, 2026
Copia Wealth Management History Reduced 798 329 0.24% 0.24% 714 -8 -0.99% Q4 2025 Feb 06, 2026
Bouchey Financial Group Ltd History Added to 797 328 0.02% 0.02% 715 +173 27.72% Q4 2025 Jan 16, 2026
MANCHESTER FINANCIAL INC History No change 792 326 0.06% 0.06% 716 0 0.0% Q4 2025 Feb 12, 2026
DAVENPORT & Co LLC History No change 792 326 0.0% 0.0% 717 0 0.0% Q4 2025 Jan 12, 2026
Piedmont Capital Management, LLC History No change 792 326 0.17% 0.17% 718 0 0.0% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Added to 786 324 0.01% 0.01% 719 +37 4.94% Q4 2025 Feb 03, 2026
Stratos Wealth Advisors, LLC History No change 785 324 0.02% 0.02% 720 0 0.0% Q4 2025 Jan 20, 2026
Sunburst Financial Group, LLC History Reduced 780 322 0.07% 0.07% 721 -18 -2.26% Q4 2025 Jan 21, 2026
DAVIDSON TRUST CO History No change 780 321 0.13% 0.13% 722 0 0.0% Q4 2025 Jan 27, 2026
DAVIDSON INVESTMENT ADVISORS History No change 780 321 0.01% 0.01% 723 0 0.0% Q4 2025 Jan 27, 2026
MidFirst Bank History New 776 320 0.03% — 726 +776 New Q4 2025 Feb 25, 2026
Busey Bank History No change 777 320 0.01% 0.01% 724 0 0.0% Q4 2025 Jan 27, 2026
Swisher Financial Concepts, Inc. History No change 776 320 0.18% 0.19% 725 0 0.0% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History No change 768 317 0.0% 0.0% 727 0 0.0% Q4 2025 Feb 02, 2026
CPC Advisors, LLC History No change 766 316 0.03% 0.03% 728 0 0.0% Q4 2025 Jan 28, 2026
Plus Group Wealth Advisors LLC History New 763 314 0.35% — 729 +763 New Q4 2025 Feb 05, 2026
Morton Capital Management LLC/CA History No change 758 312 0.05% 0.05% 730 0 0.0% Q4 2025 Feb 03, 2026
Key FInancial Inc History Added to 753 310 0.06% 0.05% 731 +34 4.73% Q4 2025 Feb 09, 2026
GUIDANCE CAPITAL, INC History No change 767 310 0.08% 0.08% 732 0 0.0% Q4 2025 Jan 23, 2026
ARS Wealth Advisors Group, LLC History Reduced 746 308 0.03% 0.03% 733 -34 -4.36% Q4 2025 Jan 12, 2026
Sunbelt Securities, Inc. History Added to 745 307 0.02% 0.02% 734 +1 0.13% Q4 2025 Feb 20, 2026
Kingsman Wealth Management, Inc. History Reduced 743 306 0.17% 0.18% 736 -74 -9.06% Q4 2025 Jan 22, 2026
M&T BANK CORP History Reduced 742 306 0.0% 0.0% 735 -4 -0.54% Q4 2025 Jan 30, 2026
OneAscent Financial Services LLC History New 735 303 0.03% — 738 +735 New Q4 2025 Feb 11, 2026
Maia Wealth LLC History Reduced 784 303 0.05% 0.06% 739 -133 -14.5% Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History No change 735 303 0.01% 0.01% 737 0 0.0% Q4 2025 Jan 22, 2026
Allied Investment Advisors, LLC History No change 734 302 0.05% 0.05% 740 0 0.0% Q4 2025 Feb 09, 2026
FreeGulliver LLC History No change 734 302 0.11% 0.13% 741 0 0.0% Q4 2025 Feb 12, 2026
RiverFront Investment Group, LLC History New 729 300 0.0% — 742 +729 New Q4 2025 Feb 05, 2026
Keystone Wealth Services, LLC History Added to 721 297 0.06% 0.05% 743 +114 18.78% Q4 2025 Jan 26, 2026
Synergy Asset Management, LLC History New 718 296 0.03% — 745 +718 New Q4 2025 Jan 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 718 296 0.03% 0.03% 744 0 0.0% Q4 2025 Jan 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 713 294 0.0% — 746 +713 New Q4 2025 Feb 13, 2026
Pathfinder Wealth Consulting, Inc. History New 712 293 0.18% — 747 +712 New Q4 2025 Feb 09, 2026
HM PAYSON & CO History Added to 703 290 0.0% 0.0% 748 +57 8.82% Q4 2025 Feb 12, 2026
NFC Investments, LLC History No change 704 290 0.08% 0.08% 749 0 0.0% Q4 2025 Feb 11, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 700 288 0.0% — 750 +700 New Q4 2025 Feb 03, 2026
GREENLEAF TRUST History New 693 286 0.0% — 751 +693 New Q4 2025 Jan 21, 2026
NorthCrest Asset Manangement, LLC History Reduced 685 282 0.01% 0.01% 753 -28 -3.93% Q4 2025 Jan 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 684 282 0.0% 0.0% 752 -8 -1.16% Q4 2025 Feb 10, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 681 281 0.01% 0.01% 754 0 0.0% Q4 2025 Jan 12, 2026
Kaydan Wealth Management, Inc. History Reduced 668 275 0.08% 0.08% 755 -21 -3.05% Q4 2025 Jan 12, 2026
Seven Springs Wealth Group, LLC History No change 657 271 0.08% 0.06% 756 0 0.0% Q4 2025 Feb 10, 2026
Guardian Financial Partners, LLC History New 656 270 0.11% — 759 +656 New Q4 2025 Jan 14, 2026
BARCLAYS PLC History Added to 655 270 0.0% 0.0% 757 +178 37.32% Q4 2025 Feb 13, 2026
Legacy Private Trust Co. History No change 655 270 0.02% 0.02% 758 0 0.0% Q4 2025 Jan 08, 2026
Saiph Capital, LLC History No change 655 270 0.1% 0.09% 760 0 0.0% Q4 2025 Feb 12, 2026
Glassman Wealth Services History New 654 269 0.04% — 761 +654 New Q4 2025 Jan 28, 2026
Emissary Wealth LLC History New 652 269 0.23% — 763 +652 New Q4 2025 Jan 27, 2026
International Private Wealth Advisors LLC History Added to 654 269 0.17% 0.15% 762 +46 7.57% Q4 2025 Jan 14, 2026
FIRST CITIZENS BANK & TRUST CO History New 650 268 0.01% — 764 +650 New Q4 2025 Feb 18, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 648 267 0.08% 0.08% 765 +1 0.15% Q4 2025 Feb 11, 2026
Apella Capital, LLC History New 645 266 0.01% — 767 +645 New Q4 2025 Jan 21, 2026
Ballast, Inc. History No change 646 266 0.06% 0.06% 766 0 0.0% Q4 2025 Feb 03, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 643 265 0.04% 0.03% 768 +42 6.99% Q4 2025 Feb 12, 2026
GERMAN AMERICAN BANCORP, INC. History No change 642 264 0.02% 0.02% 769 0 0.0% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History No change 635 262 0.01% 0.01% 770 0 0.0% Q4 2025 Jan 29, 2026
Steffes Financial, Ltd. History New 633 261 0.14% — 771 +633 New Q4 2025 Feb 17, 2026
Bridgewater Advisors Inc. History No change 650 260 0.02% 0.02% 772 0 0.0% Q4 2025 Jan 23, 2026
Concorde Asset Management, LLC History Added to 629 259 0.1% 0.11% 773 +1 0.16% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Added to 625 257 0.02% 0.02% 774 +100 19.05% Q4 2025 Jan 28, 2026
Federation des caisses Desjardins du Quebec History Reduced 625 257 0.0% 0.0% 775 -2 -0.32% Q4 2025 Feb 12, 2026
Ponta Wealth Partners, LLC History New 621 256 0.24% — 778 +621 New Q4 2025 Feb 03, 2026
Trivium Point Advisory, LLC History Reduced 621 256 0.03% 0.03% 776 -163 -20.79% Q4 2025 Jan 26, 2026
First Pacific Financial History Reduced 621 256 0.03% 0.04% 777 -58 -8.54% Q4 2025 Jan 16, 2026
One Wealth Management Investment & Advisory Services, LLC History Reduced 616 254 0.28% 0.3% 779 -20 -3.14% Q4 2025 Jan 14, 2026
JB Capital LLC History Added to 614 253 0.01% 0.01% 780 +71 13.08% Q4 2025 Jan 20, 2026
Hansen & Associates Financial Group, Inc. History Reduced 638 252 0.14% 0.71% 781 -3,442 -84.36% Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Reduced 651 251 0.34% 0.41% 783 -68 -9.46% Q4 2025 Feb 10, 2026
KCM INVESTMENT ADVISORS LLC History No change 609 251 0.01% 0.01% 782 0 0.0% Q4 2025 Feb 13, 2026
LFG Wealth Partners, LLC History New 602 248 0.16% — 784 +602 New Q4 2025 Feb 17, 2026
SHP Wealth Management History New 598 246 0.02% — 785 +598 New Q4 2025 Mar 04, 2026
Orin Green Financial, LLC History No change 597 246 0.1% 0.1% 786 0 0.0% Q4 2025 Feb 06, 2026
Smithfield Trust Co History No change 592 243 0.01% 0.01% 787 0 0.0% Q4 2025 Feb 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 588 242 0.01% 0.01% 788 0 0.0% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History New 586 241 0.01% — 789 +586 New Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History Reduced 586 241 0.13% 0.18% 790 -586 -50.0% Q4 2025 Feb 18, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 581 239 0.1% 0.11% 791 +1 0.17% Q4 2025 Jan 22, 2026
Caprock Group, LLC History New 577 238 0.01% — 792 +577 New Q4 2025 Jan 28, 2026
Fifth Third Wealth Advisors LLC History Added to 578 238 0.01% 0.01% 793 +10 1.76% Q4 2025 Jan 15, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 575 237 0.12% — 794 +575 New Q4 2025 Feb 23, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 574 236 0.08% 0.09% 795 -72 -11.15% Q4 2025 Jan 27, 2026
Prosperity Financial Group, Inc. History No change 573 236 0.08% 0.08% 796 0 0.0% Q4 2025 Jan 26, 2026
Virtus Family Office LLC History Reduced 569 234 0.2% 0.96% 800 -1,987 -77.74% Q4 2025 Feb 03, 2026
Teamwork Financial Advisors, LLC History New 568 234 0.02% — 798 +568 New Q4 2025 Jan 09, 2026
Spectrum Investment Advisors, Inc. History New 567 234 0.12% — 799 +567 New Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Added to 569 234 0.01% 0.01% 797 +1 0.18% Q4 2025 Jan 09, 2026