iSHARES TRUST - MUB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 336 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 37,349,821 4,000,539 0.29% 0.24% 1 +3,779,406 11.26% Q4 2025 Feb 17, 2026
FMR LLC History Added to 22,297,884 2,388,326 0.12% 0.12% 2 +132,458 0.6% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 18,990,218 2,034,042 3.88% 3.65% 3 +1,646,689 9.49% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 14,182,545 1,519,092 0.45% 0.44% 4 -95,564 -0.67% Q4 2025 Feb 10, 2026
Creative Planning History Added to 13,555,369 1,451,915 1.04% 1.07% 5 +364,157 2.76% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 11,099,309 1,188,846 0.32% 0.32% 6 +632,378 6.04% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Added to 10,713,817 1,147,556 0.39% 0.37% 7 +988,044 10.16% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Reduced 9,936,446 1,064,292 0.19% 0.2% 8 -51,034 -0.51% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 8,576,961 918,678 0.05% 0.05% 9 +486,129 6.01% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 8,549,244 915,709 1.4% 1.34% 10 +1,037,682 13.81% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 8,431,113 903,056 0.57% 0.58% 11 +328,494 4.05% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 7,336,158 785,775 0.43% 0.47% 12 +78,489 1.08% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Added to 7,089,365 759,341 0.13% 0.13% 13 +191,862 2.78% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 5,733,941 614,162 1.47% 1.43% 14 +204,696 3.7% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 5,268,267 564,284 0.56% 0.54% 15 +576,228 12.28% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 5,229,521 560,138 0.66% 0.67% 16 -66,020 -1.25% Q4 2025 Jan 30, 2026
Wealthfront Advisers LLC History Reduced 4,900,255 524,866 1.17% 1.26% 17 -138,765 -2.75% Q4 2025 Jan 30, 2026
JPMORGAN CHASE & CO History Added to 4,691,873 502,546 0.03% 0.03% 18 +115,176 2.52% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Added to 3,067,392 328,548 0.67% 0.66% 19 +164,057 5.65% Q4 2025 Jan 23, 2026
ALLSTATE CORP History Added to 3,016,409 323,087 4.41% 2.68% 20 +1,912,851 173.33% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 2,923,992 313,188 0.04% 0.04% 21 +48,899 1.7% Q4 2025 Mar 25, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,861,748 306,521 0.41% 0.39% 22 +13,256 0.47% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 2,794,564 299,325 0.33% 0.32% 23 +183,706 7.04% Q4 2025 Feb 17, 2026
Orgel Wealth Management, LLC History Added to 2,615,919 280,191 6.18% 6.24% 24 +46,681 1.82% Q4 2025 Jan 07, 2026
UBS Group AG History Reduced 2,445,652 261,953 0.04% 0.04% 25 -21,282 -0.86% Q4 2025 Jan 29, 2026
RWA WEALTH PARTNERS, LLC History Reduced 2,366,971 253,526 2.77% 2.9% 26 -28,440 -1.19% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,272,610 243,419 0.15% 0.15% 27 +201,241 9.72% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 2,222,277 238,027 0.05% 0.05% 28 +270,561 13.86% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 2,200,000 235,642 0.06% 0.05% 29 -76,734 -3.37% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 2,048,932 219,461 0.26% 0.26% 30 +170,903 9.1% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 2,028,701 217,294 0.53% 0.49% 31 +294,517 16.98% Q4 2025 Feb 13, 2026
LMR Partners LLP History Added to 1,838,200 196,889 0.37% 0.38% 32 +1,038,200 129.78% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,789,329 191,655 0.06% 0.08% 33 -502,220 -21.92% Q4 2025 Feb 18, 2026
Sequoia Financial Advisors, LLC History Added to 1,766,391 189,198 1.06% 1.1% 34 +61,611 3.61% Q4 2025 Feb 03, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,753,361 187,802 0.66% 0.65% 35 +94,954 5.73% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Reduced 1,752,430 187,702 0.21% 0.21% 36 -2,026 -0.12% Q4 2025 Feb 06, 2026
Facet Wealth, Inc. History Added to 1,570,665 169,333 3.0% 2.82% 37 +290,546 22.7% Q4 2025 Jan 29, 2026
One Capital Management, LLC History Added to 1,499,828 160,646 4.85% 4.67% 38 +126,480 9.21% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 1,287,927 137,950 0.02% — 39 +1,287,927 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,217,656 130,423 0.25% 0.26% 40 +13,646 1.13% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 1,198,803 128,124 0.15% 0.18% 41 +159,091 15.3% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 1,173,907 125,737 0.06% 0.06% 42 -101,537 -7.96% Q4 2025 Feb 13, 2026
Choate Investment Advisors History Reduced 1,165,513 124,838 2.45% 2.69% 43 -56,965 -4.66% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Reduced 1,163,532 124,625 1.9% 1.97% 44 -12,249 -1.04% Q4 2025 Jan 20, 2026
JANE STREET GROUP, LLC History Reduced 1,032,132 110,551 0.02% 0.04% 45 -1,208,097 -53.93% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 999,229 107,048 0.16% 0.15% 46 +131,404 15.14% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 954,626 102,249 0.14% 0.13% 47 +63,937 7.18% Q4 2025 Feb 02, 2026
Corient Private Wealth LLC History Added to 847,950 90,823 0.12% 0.13% 48 +59,102 7.49% Q4 2025 Mar 09, 2026
OSAIC HOLDINGS, INC. History Reduced 845,747 90,597 0.13% 0.15% 49 -170,291 -16.76% Q4 2025 Feb 17, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 836,123 89,557 4.92% 5.21% 50 -29,162 -3.37% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 821,289 88,222 0.12% 0.13% 51 +30,066 3.8% Q4 2025 Jan 08, 2026
EP Wealth Advisors, LLC History New 784,953 84,076 0.44% — 52 +784,953 New Q4 2025 Feb 18, 2026
Orion Porfolio Solutions, LLC History Added to 778,177 83,350 0.61% 0.58% 53 +77,597 11.08% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Added to 773,469 82,846 0.81% 0.82% 54 +26,063 3.49% Q4 2025 Feb 13, 2026
Balentine LLC History Reduced 708,272 75,862 2.88% 3.13% 55 -88,474 -11.1% Q4 2025 Feb 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 702,947 75,292 4.15% 4.35% 56 +36,449 5.47% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 687,924 73,684 0.2% 0.21% 57 +47,823 7.47% Q4 2025 Jan 26, 2026
BESSEMER GROUP INC History Added to 687,254 73,613 0.11% 0.09% 58 +134,713 24.38% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 649,211 69,537 0.13% 0.13% 59 +18,614 2.95% Q4 2025 Mar 16, 2026
Prime Capital Investment Advisors, LLC History Added to 644,467 69,028 0.84% 0.78% 60 +57,329 9.76% Q4 2025 Jan 21, 2026
Beacon Pointe Advisors, LLC History Added to 633,779 67,884 0.48% 0.53% 61 +46,833 7.98% Q4 2025 Feb 18, 2026
SOFI WEALTH, LLC History Added to 631,789 67,670 3.37% 3.31% 62 +54,010 9.35% Q4 2025 Jan 30, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 630,882 67,573 1.28% 1.34% 63 -1,845 -0.29% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 618,998 66,300 0.06% 0.06% 64 +14,954 2.48% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 609,110 65,241 0.52% 0.54% 65 -363,494 -37.37% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 607,800 65,101 0.15% 0.15% 66 0 0.0% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 599,668 64,230 0.12% 0.12% 67 +6,061 1.02% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 587,593 62,937 0.38% 0.43% 68 +19,643 3.46% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 582,008 62,338 0.94% 1.02% 69 -22,107 -3.66% Q4 2025 Jan 22, 2026
BANK OF MONTREAL /CAN/ History Added to 572,680 61,339 0.02% 0.02% 70 +88,936 18.38% Q4 2025 Feb 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 544,186 58,287 0.75% 0.77% 71 +7,516 1.4% Q4 2025 Feb 09, 2026
Crestwood Advisors Group, LLC History Added to 535,338 57,340 0.96% 0.89% 72 +44,439 9.05% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Added to 533,437 57,136 1.12% 1.04% 73 +66,538 14.25% Q4 2025 Jan 14, 2026
Parcion Private Wealth LLC History Added to 507,509 54,359 3.31% 3.3% 74 +10,413 2.09% Q4 2025 Jan 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 503,080 53,884 0.3% 0.24% 75 +126,682 33.66% Q4 2025 Feb 11, 2026
Avantax Planning Partners, Inc. History Added to 502,707 53,844 1.51% 1.4% 76 +43,895 9.57% Q4 2025 Feb 05, 2026
MANNING & NAPIER ADVISORS LLC History Added to 500,483 53,606 0.7% 0.66% 77 +17,116 3.54% Q4 2025 Feb 03, 2026
Foster Group, Inc. History Added to 491,509 52,645 1.59% 1.48% 78 +49,650 11.24% Q4 2025 Jan 12, 2026
Farther Finance Advisors, LLC History Added to 476,523 51,040 0.55% 0.73% 79 +22,475 4.95% Q4 2025 Jan 23, 2026
Kestra Investment Management, LLC History Added to 473,402 50,706 1.24% 1.26% 80 +32,677 7.41% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 469,688 50,308 0.02% 0.02% 81 -2,147 -0.46% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 465,572 50,118 1.74% 1.97% 82 -31,676 -6.37% Q4 2025 Jan 08, 2026
Arkos Global Advisors History Reduced 467,492 50,073 6.4% 6.61% 83 -20,194 -4.14% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 458,587 49,119 0.01% 0.02% 84 -117,443 -20.39% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 451,925 48,405 0.33% 0.33% 85 +27,396 6.45% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 449,804 48,178 0.28% 0.27% 86 +52,137 13.11% Q4 2025 Jan 26, 2026
Dynasty Wealth Management, LLC History Added to 445,174 47,682 0.47% 0.54% 87 +67,269 17.8% Q4 2025 Feb 10, 2026
Nuveen, LLC History Added to 440,594 47,192 0.01% 0.0% 88 +392,681 819.57% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 438,491 46,966 0.01% — 89 +438,491 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 432,878 46,365 0.01% 0.01% 90 -510,423 -54.11% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 424,154 45,431 0.19% — 91 +424,154 New Q4 2025 Feb 05, 2026
Retirement Investment Advisors, Inc. History Added to 422,852 45,291 3.65% 3.47% 92 +30,817 7.86% Q4 2025 Jan 21, 2026
COMERICA BANK History Added to 407,499 43,647 0.17% 0.16% 93 +8,216 2.06% Q4 2025 Jan 29, 2026
Ascent Group, LLC History Added to 403,461 43,214 1.48% 1.41% 94 +29,458 7.88% Q4 2025 Jan 20, 2026
HSBC HOLDINGS PLC History Added to 395,869 42,401 0.02% 0.0% 95 +356,444 904.11% Q4 2025 Mar 20, 2026
JFS WEALTH ADVISORS, LLC History Added to 381,852 40,900 2.3% 2.34% 96 +6,175 1.64% Q4 2025 Jan 14, 2026
HRT FINANCIAL LP History Added to 361,847 38,757 0.12% 0.05% 97 +243,168 204.9% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 360,674 38,629 0.07% 0.07% 98 +7,464 2.11% Q4 2025 Feb 05, 2026
Cardinal Point Capital Management ULC History Added to 356,448 38,179 2.5% 2.62% 99 +6,978 2.0% Q4 2025 Feb 05, 2026
Lutz Financial Services LLC History Added to 351,298 37,627 2.56% 2.61% 100 +12,434 3.67% Q4 2025 Feb 06, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 350,964 37,591 2.62% 2.62% 101 +11,597 3.42% Q4 2025 Jan 07, 2026
Cambridge Investment Research Advisors, Inc. History Added to 342,236 36,657 0.1% 0.09% 102 +31,355 10.09% Q4 2025 Feb 05, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 340,737 36,496 4.11% 3.96% 103 +27,195 8.67% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 339,913 36,408 0.2% 0.2% 104 +9,363 2.83% Q4 2025 Jan 29, 2026
Baird Financial Group, Inc. History Reduced 328,222 35,155 0.05% 0.06% 105 -27,815 -7.81% Q4 2025 Feb 13, 2026
Liquid Strategies, LLC History Added to 324,592 34,767 7.57% 5.76% 106 +62,028 23.62% Q4 2025 Jan 27, 2026
PRUDENTIAL FINANCIAL INC History Reduced 323,360 34,631 0.04% 0.05% 107 -101,000 -23.8% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 316,920 33,945 0.14% 0.12% 108 +61,498 24.08% Q4 2025 Feb 13, 2026
Trust Co History Added to 304,517 32,616 3.06% 2.9% 109 +38,033 14.27% Q4 2025 Jan 15, 2026
ASPIRIANT, LLC History Reduced 302,809 32,433 0.93% 1.1% 110 -35,244 -10.43% Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History Reduced 301,950 32,341 1.09% 1.15% 111 -11,448 -3.65% Q4 2025 Feb 17, 2026
Ackerman Capital Advisors, LLC History Added to 300,270 32,161 6.46% 6.39% 112 +13,616 4.75% Q4 2025 Feb 11, 2026
Rockwood Wealth Management, LLC History Added to 296,324 31,739 2.37% 2.51% 113 +962 0.33% Q4 2025 Jan 29, 2026
Global Strategic Investment Solutions, LLC History Added to 294,893 31,586 3.09% 3.06% 114 +7,163 2.49% Q4 2025 Jan 29, 2026
COMMERCE BANK History Reduced 292,415 31,320 0.17% 0.18% 115 -4,236 -1.43% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 288,053 30,850 0.39% 0.38% 116 +13,358 4.86% Q4 2025 Jan 23, 2026
Quotient Wealth Partners, LLC History Added to 285,028 30,529 0.81% 0.73% 117 +35,490 14.22% Q4 2025 Jan 22, 2026
Gradient Investments LLC History Added to 278,687 29,850 0.47% 0.35% 118 +82,682 42.18% Q4 2025 Jan 08, 2026
NATIXIS ADVISORS, LLC History Reduced 276,723 29,640 0.04% 0.08% 119 -231,881 -45.59% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 272,666 29,205 0.35% 0.29% 120 -33,014 -10.8% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 272,482 29,185 0.94% 0.97% 121 +73,519 36.95% Q4 2025 Jan 20, 2026
Private Advisor Group, LLC History Added to 270,389 28,961 0.14% 0.13% 122 +14,333 5.6% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 269,700 28,887 0.09% 0.1% 123 -6,976 -2.52% Q4 2025 Jan 30, 2026
SNS Financial Group, LLC History Reduced 269,208 28,834 2.48% 2.51% 124 -2,241 -0.83% Q4 2025 Feb 02, 2026
Stratos Wealth Partners, LTD. History Added to 259,988 27,847 0.31% 0.29% 125 +31,052 13.56% Q4 2025 Jan 20, 2026
Dakota Wealth Management History Added to 254,821 27,293 0.48% 0.26% 126 +133,184 109.49% Q4 2025 Jan 13, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 254,305 27,238 0.57% 1.69% 127 +161,875 175.13% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 253,018 27,090 0.84% 0.83% 128 +9,984 4.11% Q4 2025 Jan 06, 2026
HUNTINGTON NATIONAL BANK History Added to 246,911 26,446 0.16% 0.15% 129 +14,534 6.25% Q4 2025 Feb 09, 2026
Fort Point Capital Partners LLC History Added to 245,042 26,398 2.96% 3.06% 130 +1,108 0.45% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 244,854 26,226 0.48% 0.45% 131 +30,259 14.1% Q4 2025 Jan 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 243,190 26,048 0.33% 0.3% 132 +26,101 12.02% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 242,601 25,984 0.05% 0.02% 133 +135,000 125.46% Q4 2025 Feb 17, 2026
SOROS FUND MANAGEMENT LLC History No change 241,400 25,856 0.3% 0.37% 134 0 0.0% Q4 2025 Feb 13, 2026
One Wealth Advisors, LLC History Added to 240,913 25,804 3.15% 2.89% 135 +25,006 11.58% Q4 2025 Feb 02, 2026
CX Institutional History Added to 240,338 25,743 0.77% 0.76% 136 +5,332 2.27% Q4 2025 Feb 02, 2026
Legacy Edge Advisors, LLC History New 237,517 25,440 2.78% — 137 +237,517 New Q4 2025 Feb 02, 2026
Plante Moran Financial Advisors, LLC History Reduced 237,402 25,428 1.61% 1.63% 138 -6,044 -2.48% Q4 2025 Feb 05, 2026
WESBANCO BANK INC History Added to 236,433 25,324 0.7% 0.67% 139 +11,633 5.17% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Added to 232,414 24,893 0.14% 0.14% 140 +9,942 4.47% Q4 2025 Feb 12, 2026
Ally Invest Advisors Inc. History Added to 231,054 24,748 1.71% 1.66% 141 +13,762 6.33% Q4 2025 Feb 13, 2026
Ledyard National Bank History Added to 229,088 24,537 2.11% 2.18% 142 +321 0.14% Q4 2025 Jan 21, 2026
Merit Financial Group, LLC History Added to 228,835 24,510 0.2% 0.19% 143 +35,213 18.19% Q4 2025 Jan 26, 2026
MidWestOne Financial Group, Inc. History Added to 227,052 24,319 2.7% 0.59% 144 +181,123 394.35% Q4 2025 Feb 12, 2026
Alaska Wealth Advisors, LLC History Added to 226,477 24,257 3.09% 3.03% 145 +9,036 4.16% Q4 2025 Feb 13, 2026
Bear Mountain Capital, Inc. History Reduced 223,423 24,069 7.77% 8.98% 146 -25,832 -10.36% Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Reduced 224,297 24,024 0.1% 0.11% 147 -12,439 -5.25% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 221,546 23,729 0.2% 0.39% 148 -190,153 -46.19% Q4 2025 Feb 05, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 219,281 23,487 0.49% 0.61% 149 -48,057 -17.98% Q4 2025 Feb 18, 2026
Pathstone Holdings, LLC History New 218,410 23,393 0.09% — 150 +218,410 New Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 218,298 23,381 0.0% 0.0% 151 +165,297 311.88% Q4 2025 Feb 12, 2026
Icon Wealth Advisors, LLC History Reduced 218,218 23,373 1.56% 1.61% 152 -4,902 -2.2% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 217,952 23,349 0.68% — 153 +217,952 New Q4 2025 Feb 13, 2026
Waldron Private Wealth LLC History Reduced 217,705 23,318 0.92% 0.97% 154 -6,959 -3.1% Q4 2025 Jan 14, 2026
Salomon & Ludwin, LLC History Added to 215,345 23,114 2.04% 1.91% 155 +15,365 7.68% Q4 2025 Jan 28, 2026
Crewe Advisors LLC History Added to 215,722 23,105 2.05% 2.13% 156 +6,438 3.08% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Added to 215,092 23,038 0.27% 0.26% 157 +7,962 3.84% Q4 2025 Jan 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 210,915 22,591 0.39% 0.46% 158 +6,595 3.23% Q4 2025 Feb 19, 2026
Boston Standard Wealth Management, LLC History Added to 210,231 22,517 3.72% 3.63% 159 +7,351 3.62% Q4 2025 Jan 07, 2026
Janney Montgomery Scott LLC History Added to 208,937 22,379 0.05% 0.05% 160 +20,598 10.94% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 203,120 21,756 0.01% 0.0% 161 +139,164 217.59% Q4 2025 Feb 10, 2026
Slow Capital, Inc. History Added to 202,919 21,734 2.6% 2.31% 162 +17,960 9.71% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Reduced 197,425 21,146 0.08% 0.1% 163 -8,334 -4.05% Q4 2025 Feb 18, 2026
Kingdom Financial Group LLC. History Added to 196,934 21,093 6.52% 4.15% 164 +133,182 208.91% Q4 2025 Feb 06, 2026
World Investment Advisors History Added to 196,356 21,031 0.34% 0.36% 165 +32,340 19.72% Q4 2025 Mar 12, 2026
UNIQUE WEALTH, LLC History Added to 195,096 20,896 2.92% 2.87% 166 +11,508 6.27% Q4 2025 Jan 06, 2026
ALESCO ADVISORS LLC History Added to 194,627 20,846 0.54% 0.52% 167 +15,720 8.79% Q4 2025 Jan 28, 2026
Perigon Wealth Management, LLC History Added to 194,448 20,827 0.37% 0.41% 168 +7,830 4.2% Q4 2025 Jan 16, 2026
Waterway Wealth Management, LLC History Reduced 192,238 20,590 4.66% 5.06% 169 -6,808 -3.42% Q4 2025 Feb 17, 2026
Resonant Capital Advisors, LLC History Added to 191,279 20,487 1.13% 1.1% 170 +14,503 8.2% Q4 2025 Jan 29, 2026
Cardinal Strategic Wealth Guidance History Reduced 182,339 19,530 5.1% 5.98% 171 -26,567 -12.72% Q4 2025 Jan 27, 2026
Capital Asset Advisory Services LLC History Added to 181,345 19,480 0.78% 0.81% 172 +4,372 2.47% Q4 2025 Jan 09, 2026
Apella Capital, LLC History Added to 181,727 19,464 0.38% 0.4% 173 +12,375 7.31% Q4 2025 Jan 21, 2026
Charles Schwab Trust Co History Reduced 180,497 19,333 1.27% 1.31% 174 -101 -0.06% Q4 2025 Jan 09, 2026
REGIONS FINANCIAL CORP History New 178,770 19,148 0.12% — 175 +178,770 New Q4 2025 Jan 27, 2026
GAMMA Investing LLC History Added to 178,633 19,133 0.96% 0.82% 176 +39,803 28.67% Q4 2025 Jan 05, 2026
VICUS CAPITAL History Added to 176,491 18,903 1.42% 1.41% 177 +3,622 2.1% Q4 2025 Jan 22, 2026
RTD Financial Advisors, Inc. History Reduced 175,044 18,749 2.29% 2.42% 178 -14,193 -7.5% Q4 2025 Jan 27, 2026
Stairway Partners, LLC History Added to 173,172 18,548 0.96% 0.85% 179 +22,959 15.28% Q4 2025 Jan 05, 2026
Meridian Wealth Partners, LLC History Reduced 172,905 18,519 2.55% 2.93% 180 -27,190 -13.59% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 172,613 18,488 0.82% 0.73% 181 +9,103 5.57% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 171,813 18,402 0.36% 0.46% 182 +54,947 47.02% Q4 2025 Feb 11, 2026
Morton Brown Family Wealth, LLC History Added to 171,231 18,340 4.99% 4.7% 183 +17,341 11.27% Q4 2025 Jan 28, 2026
Symmetry Partners, LLC History Reduced 168,489 18,046 1.07% 1.96% 184 -853 -0.5% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Reduced 167,945 17,988 0.24% 0.38% 185 -19,820 -10.56% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 167,346 17,924 0.25% 0.18% 186 +49,629 42.16% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 166,512 17,835 0.53% 0.43% 187 +34,795 26.42% Q4 2025 Jan 23, 2026
SEEDS INVESTOR LLC History Added to 163,917 17,557 3.37% 3.08% 188 +26,721 19.48% Q4 2025 Jan 27, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 157,314 16,849 4.43% 4.09% 189 +20,564 15.04% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Added to 157,052 16,821 0.12% 0.12% 190 +3,014 1.96% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 156,091 16,718 0.24% 0.29% 191 -23,302 -12.99% Q4 2025 Feb 02, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History Added to 155,979 16,706 1.25% 1.13% 192 +12,000 8.33% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 154,146 16,510 0.17% 0.18% 193 -2,482 -1.58% Q4 2025 Feb 10, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 153,000 16,387 1.08% 1.01% 194 0 0.0% Q4 2025 Feb 10, 2026
ESG Planning DBA Harper Investing History Added to 152,311 16,313 7.02% 6.65% 195 +21,194 16.16% Q4 2025 Feb 04, 2026
Northeast Financial Group, Inc. History Added to 151,489 16,226 3.67% 3.66% 196 +13,499 9.78% Q4 2025 Feb 17, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 150,760 16,147 10.88% 11.84% 197 -1,271 -0.84% Q4 2025 Feb 17, 2026
Black Diamond Financial, LLC History Added to 149,628 16,026 1.69% 1.78% 198 +474 0.32% Q4 2025 Feb 03, 2026
WEALTH ALLIANCE, LLC History Added to 149,027 15,962 1.56% 0.3% 199 +121,720 445.75% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Added to 148,750 15,932 1.87% 1.82% 200 +6,555 4.61% Q4 2025 Jan 20, 2026
North Star Investment Management Corp. History Added to 147,833 15,834 0.99% 1.01% 201 +25 0.02% Q4 2025 Jan 30, 2026
RMR Wealth Builders History Reduced 144,051 15,429 1.23% 1.62% 202 -37,989 -20.87% Q4 2025 Jan 29, 2026
Chesley Taft & Associates LLC History Reduced 141,803 15,188 0.6% 0.65% 203 -1,473 -1.03% Q4 2025 Jan 14, 2026
May Hill Capital, LLC History Added to 141,122 15,115 1.98% 2.14% 204 +72,648 106.1% Q4 2025 Feb 05, 2026
Brookstone Capital Management History Added to 140,193 15,016 0.17% 0.17% 205 +9,530 7.29% Q4 2025 Jan 15, 2026
Brooklyn FI, LLC History Reduced 139,564 14,948 3.2% 3.32% 206 -3 -0.0% Q4 2025 Jan 21, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 138,722 14,858 1.27% 1.31% 207 -131 -0.09% Q4 2025 Feb 17, 2026
Manhattan West Asset Management, LLC History Added to 138,534 14,838 3.04% 2.89% 208 +9,910 7.7% Q4 2025 Feb 02, 2026
Waterloo Capital, L.P. History Added to 138,385 14,822 1.07% 1.07% 209 +2,844 2.1% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Reduced 138,638 14,797 0.04% 0.05% 210 -1,755 -1.25% Q4 2025 Feb 10, 2026
UNIVEST FINANCIAL Corp History Reduced 137,139 14,688 0.78% 0.82% 211 -304 -0.22% Q4 2025 Feb 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 136,089 14,576 0.2% 0.19% 212 +7,704 6.0% Q4 2025 Jan 30, 2026
First Financial Bank - Trust Division History Added to 135,135 14,474 1.19% 1.17% 213 +6,577 5.12% Q4 2025 Jan 02, 2026
Towercrest Capital Management History Added to 134,296 14,384 2.27% 2.22% 214 +4,594 3.54% Q4 2025 Jan 21, 2026
Clearwater Capital Advisors, LLC History Reduced 134,078 14,361 1.2% 1.38% 215 -18,139 -11.92% Q4 2025 Feb 09, 2026
AMG National Trust Bank History Reduced 133,167 14,263 0.34% 0.5% 216 -61,504 -31.59% Q4 2025 Jan 30, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 131,357 14,069 2.98% 2.61% 217 -16,479 -11.15% Q4 2025 Feb 17, 2026
Alley Investment Management Company, LLC History Added to 131,111 14,043 1.64% 1.62% 218 +127 0.1% Q4 2025 Jan 27, 2026
Elm Partners Management LLC History Added to 130,108 13,935 0.63% 0.27% 219 +79,956 159.43% Q4 2025 Feb 10, 2026
PDS Planning, Inc History Added to 130,034 13,927 0.93% 0.77% 220 +24,985 23.78% Q4 2025 Jan 26, 2026
Single Point Partners, LLC History Added to 129,531 13,874 2.74% 2.66% 221 +6,683 5.44% Q4 2025 Jan 26, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 128,850 13,801 0.02% 0.04% 222 -156,250 -54.81% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 128,303 13,742 0.02% 0.02% 223 +2,383 1.89% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 128,103 13,721 0.36% 0.38% 224 +10,037 8.5% Q4 2025 Feb 02, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 126,376 13,536 0.26% 0.22% 225 +25,500 25.28% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 125,314 13,422 0.07% 0.08% 226 +6,710 5.66% Q4 2025 Feb 17, 2026
Diversified Portfolios, Inc. History Reduced 124,634 13,349 1.11% 1.25% 227 -8,236 -6.2% Q4 2025 Feb 09, 2026
OpenArc Corporate Advisory, LLC History New 124,442 13,328 0.22% — 228 +124,442 New Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Reduced 124,276 13,311 0.4% 0.43% 229 -13,942 -10.09% Q4 2025 Feb 11, 2026
McNamara Financial Services, Inc. History Reduced 123,713 13,250 2.51% 3.45% 230 -50,564 -29.01% Q4 2025 Jan 21, 2026
Russell Investments Group, Ltd. History Added to 123,212 13,197 0.01% 0.01% 231 +35,202 40.0% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 121,369 12,999 0.16% 0.17% 232 +828 0.69% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 119,840 12,836 0.04% 0.04% 233 +19,310 19.21% Q4 2025 Jan 15, 2026
Waverly Advisors, LLC History Reduced 117,485 12,583 0.1% 0.13% 234 -7,168 -5.75% Q4 2025 Feb 17, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 117,216 12,555 11.7% 11.48% 235 +1,682 1.46% Q4 2025 Jan 16, 2026
Allspring Global Investments Holdings, LLC History Added to 116,477 12,497 0.02% 0.0% 236 +92,556 386.92% Q4 2025 Jan 15, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 116,095 12,434 4.13% 4.48% 237 -2,206 -1.86% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 115,172 12,336 0.15% 0.16% 238 +1,603 1.41% Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Reduced 112,596 12,060 0.0% 0.0% 239 -3,439 -2.96% Q4 2025 Feb 11, 2026
Veery Capital, LLC History Added to 112,489 12,048 3.7% 3.66% 240 +3,509 3.22% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Added to 112,409 12,040 0.04% 0.04% 241 +7,355 7.0% Q4 2025 Feb 02, 2026
Skyline Advisors, Inc. History Added to 112,348 12,033 4.02% 4.01% 242 +3,022 2.76% Q4 2025 Jan 12, 2026
Horiko Capital Management LLC History Reduced 111,900 11,985 2.64% 3.01% 243 -7,300 -6.12% Q4 2025 Feb 13, 2026
ALBION FINANCIAL GROUP /UT History Reduced 111,352 11,926 0.74% 0.72% 244 -1,149 -1.02% Q4 2025 Jan 21, 2026
Ellevest, Inc. History Added to 110,702 11,857 1.64% 1.64% 245 +3,099 2.88% Q4 2025 Feb 10, 2026
Hirtle Callaghan & Co LLC History Added to 109,970 11,778 0.4% 0.23% 246 +49,491 81.83% Q4 2025 Feb 04, 2026
AlTi Global, Inc. History Reduced 109,490 11,727 0.25% 0.35% 247 -30,722 -21.91% Q4 2025 Feb 13, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 108,689 11,641 2.1% 2.12% 248 +3,012 2.85% Q4 2025 Jan 14, 2026
Global Wealth Strategies & Associates History Added to 108,465 11,617 2.9% 2.84% 249 +4,726 4.56% Q4 2025 Jan 02, 2026
Connecticut Wealth Management, LLC History Added to 108,122 11,580 0.5% 0.44% 250 +15,576 16.83% Q4 2025 Feb 12, 2026
Diversified Enterprises, LLC History Added to 107,220 11,484 0.68% 0.66% 251 +15,221 16.54% Q4 2025 Jan 28, 2026
Aquire Wealth Advisors, LLC History Reduced 105,464 11,296 2.94% 2.79% 252 -805 -0.76% Q4 2025 Jan 07, 2026
Tyche Wealth Partners LLC History Added to 104,899 11,235 1.78% 1.79% 253 +9,160 9.57% Q4 2025 Jan 23, 2026
FIDUCIARY TRUST CO History Added to 104,395 11,181 0.13% 0.12% 254 +5,030 5.06% Q4 2025 Feb 13, 2026
Apeiron RIA LLC History Reduced 102,961 11,054 2.24% 2.51% 255 -1,576 -1.51% Q4 2025 Feb 03, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 101,120 10,830 0.33% 0.27% 256 +12,458 14.05% Q4 2025 Jan 13, 2026
Martel Wealth Advisors Inc History Added to 100,952 10,812 1.85% 1.84% 257 +2,296 2.33% Q4 2025 Jan 21, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 99,281 10,677 0.72% 0.8% 258 +2,947 3.06% Q4 2025 Feb 13, 2026
BSW Wealth Partners History Added to 99,354 10,641 1.28% 0.92% 259 +30,239 43.75% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Added to 99,125 10,617 0.12% 0.1% 260 +17,814 21.91% Q4 2025 Feb 05, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 98,759 10,578 1.05% 0.77% 261 +27,154 37.92% Q4 2025 Jan 20, 2026
Nolet Wealth Management, LLC History New 98,583 10,559 5.89% — 262 +98,583 New Q4 2025 Feb 27, 2026
MATHER GROUP, LLC. History Reduced 96,660 10,353 0.11% 0.11% 263 -2,379 -2.4% Q4 2025 Jan 13, 2026
Bragg Financial Advisors, Inc History Added to 95,876 10,269 0.33% 0.32% 264 +4,953 5.45% Q4 2025 Feb 13, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Added to 95,206 10,197 6.31% 4.3% 265 +34,344 56.43% Q4 2025 Feb 10, 2026
BTC Capital Management, Inc. History Added to 94,677 10,140 0.71% 0.6% 266 +12,715 15.51% Q4 2025 Jan 15, 2026
NewEdge Wealth, LLC History Reduced 94,333 10,104 0.11% 0.2% 267 -36,575 -27.94% Q4 2025 Feb 03, 2026
Regal Investment Advisors LLC History Added to 94,332 10,103 0.6% 0.6% 268 +8,408 9.79% Q4 2025 Feb 17, 2026
Ullmann Wealth Partners Group, LLC History No change 93,963 10,099 1.05% 1.09% 269 0 0.0% Q4 2025 Feb 12, 2026
WealthCollab, LLC History Added to 93,395 10,003 4.09% 4.06% 270 +10,381 12.51% Q4 2025 Jan 27, 2026
Weitzel Financial Services, Inc. History Reduced 92,563 9,926 3.84% 4.08% 271 -1,316 -1.4% Q4 2025 Feb 03, 2026
Smith & Howard Wealth Management, LLC History Added to 92,350 9,891 2.22% 2.21% 272 +2,529 2.82% Q4 2025 Feb 03, 2026
Confluence Wealth Services, Inc. History Added to 91,906 9,844 0.41% 0.44% 273 +8,984 10.83% Q4 2025 Jan 28, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC History New 90,811 9,726 0.46% — 274 +90,811 New Q4 2025 Feb 17, 2026
Sigma Planning Corp History Reduced 90,725 9,717 0.27% 0.29% 275 -3,798 -4.02% Q4 2025 Jan 30, 2026
First Citizens Asset Management, Inc. History Added to 90,696 9,714 3.4% 3.39% 276 +1,345 1.51% Q4 2025 Feb 05, 2026
Heritage Wealth Management, Inc./Texas History Reduced 90,664 9,711 4.21% 5.46% 277 -25,704 -22.09% Q4 2025 Feb 09, 2026
Wealth Advisory Solutions, LLC History Added to 90,158 9,656 2.25% 2.13% 278 +7,500 9.07% Q4 2025 Jan 16, 2026
Fragasso Financial Advisors Inc History Reduced 89,900 9,629 0.58% 0.61% 279 -1,414 -1.55% Q4 2025 Jan 07, 2026
BIP Wealth, LLC History Added to 89,574 9,594 0.34% 0.37% 280 +18,422 25.89% Q4 2025 Jan 21, 2026
Orin Green Financial, LLC History Reduced 88,995 9,532 3.81% 3.95% 281 -3,892 -4.19% Q4 2025 Feb 06, 2026
AMERICAN CENTURY COMPANIES INC History No change 88,600 9,489 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 88,265 9,454 0.15% 0.14% 283 +10,792 13.93% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 87,500 9,372 0.0% 0.01% 284 -411,898 -82.48% Q4 2025 Feb 17, 2026
Rinkey Investments History Reduced 87,004 9,319 2.37% 2.87% 286 -14,543 -14.32% Q4 2025 Feb 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 87,012 9,319 0.43% 0.43% 285 +4,888 5.95% Q4 2025 Feb 11, 2026
Harbor Group, Inc. History Reduced 87,012 9,319 1.39% 1.48% 287 -174 -0.2% Q4 2025 Jan 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 86,825 9,299 0.59% 0.55% 288 +7,706 9.74% Q4 2025 Jan 23, 2026
OKABENA INVESTMENT SERVICES INC History Added to 86,457 9,260 1.77% 1.63% 289 +7,713 9.8% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 86,311 9,244 0.12% 0.1% 290 +18,022 26.39% Q4 2025 Jan 22, 2026
Pure Financial Advisors, LLC History Added to 85,935 9,204 1.67% 0.13% 291 +9,949 13.09% Q4 2025 Mar 04, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 85,908 9,201 1.33% 1.34% 292 +26 0.03% Q4 2025 Feb 06, 2026
Alliance Wealth Management Group History Added to 84,566 9,057 1.99% 1.85% 293 +6,526 8.36% Q4 2025 Jan 21, 2026
Legacy Private Trust Co. History Added to 84,493 9,050 0.53% 0.51% 294 +3,523 4.35% Q4 2025 Jan 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 83,727 8,967 1.27% 1.43% 295 -1,254 -1.48% Q4 2025 Jan 12, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Reduced 83,621 8,956 8.12% 8.56% 296 -1,935 -2.26% Q4 2025 Feb 05, 2026
CWA Asset Management Group, LLC History Reduced 83,258 8,917 0.32% 0.34% 297 -1,810 -2.13% Q4 2025 Jan 07, 2026
Summit Wealth Group, LLC History Reduced 81,767 8,758 2.04% 2.14% 298 -1,252 -1.51% Q4 2025 Feb 06, 2026
Summit Financial, LLC History Added to 81,508 8,730 0.13% 0.12% 299 +6,024 7.98% Q4 2025 Feb 13, 2026
Atlatl Advisers LLC History Added to 81,472 8,726 3.35% 3.13% 300 +7,422 10.02% Q4 2025 Feb 09, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 80,678 8,641 0.96% 0.95% 301 +6,762 9.15% Q4 2025 Feb 04, 2026
Valmark Advisers, Inc. History Reduced 80,616 8,634 0.11% 0.12% 302 -7,151 -8.15% Q4 2025 Jan 26, 2026
IMPACTfolio, LLC History Added to 80,456 8,617 3.62% 3.47% 303 +4,975 6.59% Q4 2025 Jan 07, 2026
Liberty Capital Management, Inc. History Added to 78,905 8,451 1.57% 1.57% 304 +646 0.83% Q4 2025 Jan 26, 2026
ST GERMAIN D J CO INC History Added to 78,455 8,403 0.33% 0.33% 305 +90 0.11% Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Reduced 78,413 8,398 0.5% 0.55% 306 -11,339 -12.63% Q4 2025 Jan 30, 2026
BCO Wealth Management LLC History Reduced 78,249 8,381 5.14% 5.99% 307 -6,969 -8.18% Q4 2025 Jan 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 78,128 8,368 0.18% 0.14% 308 +18,690 31.44% Q4 2025 Feb 05, 2026
SVB WEALTH LLC History Added to 77,521 8,303 0.49% 0.44% 309 +1,349 1.77% Q4 2025 Feb 04, 2026
Pines Wealth Management, LLC History Added to 76,425 8,185 2.64% 2.69% 310 +1,481 1.98% Q4 2025 Feb 02, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 75,584 8,076 0.02% 0.02% 311 +2,892 3.98% Q4 2025 Feb 13, 2026
Legacy Financial Strategies, LLC History Added to 74,929 8,025 1.42% 1.4% 312 +2,131 2.93% Q4 2025 Jan 23, 2026
D. E. Shaw & Co., Inc. History Reduced 74,906 8,023 0.0% 0.01% 313 -171,094 -69.55% Q4 2025 Feb 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 74,911 8,023 0.67% 0.64% 314 +6,195 9.02% Q4 2025 Feb 03, 2026
Keebeck Wealth Management History Added to 74,241 7,951 0.92% 0.79% 315 +11,684 18.68% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 73,957 7,921 0.28% 0.28% 316 -1,592 -2.11% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 73,811 7,905 0.14% 0.11% 317 +27,757 60.27% Q4 2025 Feb 06, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 73,739 7,898 3.36% 3.4% 318 +2,669 3.76% Q4 2025 Feb 18, 2026
Clarity Asset Management, Inc. History Added to 73,410 7,862 4.33% 4.28% 319 +1,821 2.54% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 72,532 7,768 0.9% 0.76% 320 +31,106 75.09% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 71,932 7,704 0.45% 0.41% 321 +15,211 26.82% Q4 2025 Feb 10, 2026
Wrenne Financial Planning LLC History Added to 71,896 7,700 3.13% 2.68% 322 +13,010 22.09% Q4 2025 Feb 10, 2026
Savant Capital, LLC History Reduced 71,552 7,663 0.04% 0.05% 323 -1,572 -2.15% Q4 2025 Feb 10, 2026
MOLLER WEALTH PARTNERS History Reduced 71,256 7,632 1.6% 1.65% 324 -3,089 -4.15% Q4 2025 Jan 08, 2026
25 LLC History Reduced 70,685 7,571 2.4% 3.55% 325 -27,115 -27.72% Q4 2025 Jan 15, 2026
Private Wealth Management Group, LLC History Reduced 70,560 7,557 2.02% 2.1% 326 -937 -1.31% Q4 2025 Jan 23, 2026
Acropolis Investment Management, LLC History Reduced 70,016 7,499 0.34% 0.39% 327 -2,864 -3.93% Q4 2025 Jan 14, 2026
Triad Wealth Partners, LLC History Added to 69,856 7,482 0.71% 0.45% 328 +36,899 111.96% Q4 2025 Jan 22, 2026
Blueprint Financial Advisors LLC History Added to 69,613 7,456 1.14% 0.74% 329 +37,324 115.59% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 68,441 7,330 0.18% 0.19% 330 +826 1.22% Q4 2025 Jan 29, 2026
San Luis Wealth Advisors LLC History Added to 67,190 7,196 1.21% 1.2% 331 +4,488 7.16% Q4 2025 Jan 26, 2026
High Falls Advisors, Inc History Added to 66,390 7,111 1.44% 1.35% 332 +4,789 7.77% Q4 2025 Feb 18, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 65,546 7,052 0.33% — 333 +65,546 New Q4 2025 Feb 03, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 65,620 7,028 0.1% 0.1% 334 +1,094 1.7% Q4 2025 Feb 09, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 65,472 7,012 0.52% 0.46% 335 +9,505 16.98% Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Added to 65,183 6,981 0.1% 0.08% 336 +17,612 37.02% Q4 2025 Feb 09, 2026
Tilson Financial Group, Inc. History Reduced 64,663 6,926 2.13% 2.39% 337 -3,682 -5.39% Q4 2025 Feb 05, 2026
Horizon Investments, LLC History Added to 64,626 6,922 0.09% 0.08% 338 +8,032 14.19% Q4 2025 Feb 02, 2026
GM Advisory Group, LLC History Reduced 64,606 6,919 0.27% 0.3% 339 -1,123 -1.71% Q4 2025 Feb 13, 2026
NORTH DALLAS BANK & TRUST CO History New 63,873 6,841 4.46% — 340 +63,873 New Q4 2025 Feb 11, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 63,461 6,811 1.86% 1.77% 341 +5,578 9.64% Q4 2025 Jan 28, 2026
Focus Financial Network, Inc. History Added to 63,326 6,782 0.24% 0.24% 342 +213 0.34% Q4 2025 Jan 12, 2026
Asio Capital, LLC History Reduced 63,224 6,771 0.96% 1.24% 343 -14,261 -18.4% Q4 2025 Jan 21, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 62,844 6,731 0.42% 0.42% 344 +1,948 3.2% Q4 2025 Jan 21, 2026
Blueprint Investment Partners LLC History Added to 62,563 6,701 0.72% 0.4% 345 +35,843 134.14% Q4 2025 Feb 17, 2026
WIT, LLC History No change 61,978 6,638 0.13% 0.15% 346 0 0.0% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Added to 61,751 6,614 0.3% 0.27% 347 +11,049 21.79% Q4 2025 Feb 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 61,432 6,580 0.71% 0.78% 348 -4,424 -6.72% Q4 2025 Jan 28, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 61,028 6,536 0.21% 0.21% 349 +210 0.35% Q4 2025 Jan 30, 2026
Premier Path Wealth Partners, LLC History Added to 60,880 6,520 0.84% 0.68% 350 +11,068 22.22% Q4 2025 Jan 22, 2026
BROWN ADVISORY INC History Reduced 60,136 6,441 0.01% 0.01% 351 -4,633 -7.15% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 60,117 6,439 0.19% 0.18% 352 +8,365 16.16% Q4 2025 Feb 19, 2026
LifeWealth Investments, LLC History Added to 59,492 6,372 2.02% 1.91% 353 +5,047 9.27% Q4 2025 Jan 26, 2026
HANCOCK WHITNEY CORP History Added to 59,101 6,330 0.11% 0.06% 354 +26,314 80.26% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Reduced 59,076 6,327 0.7% 0.84% 355 -10,319 -14.87% Q4 2025 Feb 03, 2026
Financial Planning Fort Collins, LLC History New 57,798 6,190 5.44% — 356 +57,798 New Q4 2025 Feb 18, 2026
21 West Wealth Management LLC History Reduced 57,765 6,187 5.65% 5.87% 357 -343 -0.59% Q4 2025 Jan 13, 2026
AUA CAPITAL MANAGEMENT, LLC History Reduced 57,145 6,120 3.07% 3.44% 358 -440 -0.76% Q4 2025 Jan 23, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 56,907 6,095 0.39% 0.35% 359 +6,501 12.9% Q4 2025 Jan 26, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 56,550 6,057 0.31% 0.31% 360 0 0.0% Q4 2025 Feb 17, 2026
Somnio Financial Group, LLC History Added to 56,282 6,028 3.98% 3.85% 361 +2,957 5.55% Q4 2025 Jan 08, 2026
Visionary Wealth Advisors History Added to 56,230 6,022 0.27% 0.19% 362 +18,935 50.77% Q4 2025 Feb 13, 2026
Partners in Financial Planning History Added to 55,813 5,978 1.01% 0.93% 363 +5,329 10.56% Q4 2025 Feb 02, 2026
Valeo Financial Advisors, LLC History Added to 55,778 5,974 0.13% 0.11% 364 +11,549 26.11% Q4 2025 Feb 04, 2026
Prospera Financial Services Inc History Reduced 55,519 5,946 0.1% 0.1% 365 -843 -1.5% Q4 2025 Feb 09, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 55,405 5,934 1.08% 1.06% 366 +3,017 5.76% Q4 2025 Jan 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 55,359 5,929 0.07% 0.0% 367 +52,239 1674.33% Q4 2025 Feb 06, 2026
FOSTER & MOTLEY INC History Added to 55,162 5,908 0.32% 0.31% 368 +395 0.72% Q4 2025 Jan 15, 2026
ANDERSON HOAGLAND & CO History Reduced 54,756 5,864 0.5% 0.53% 369 -694 -1.25% Q4 2025 Jan 05, 2026
Granite Harbor Advisors, Inc. History Reduced 54,690 5,857 2.47% 4.19% 371 -38,818 -41.51% Q4 2025 Jan 22, 2026
Biltmore Family Office, LLC History Added to 54,684 5,857 0.81% 0.73% 370 +6,356 13.15% Q4 2025 Feb 04, 2026
Capital Investment Services of America, Inc. History No change 54,629 5,851 0.55% 0.52% 372 0 0.0% Q4 2025 Jan 29, 2026
Smithfield Trust Co History Added to 54,616 5,849 0.26% 0.26% 373 +150 0.28% Q4 2025 Feb 09, 2026
CONNABLE OFFICE INC History Added to 54,182 5,803 0.53% 0.5% 374 +3,926 7.81% Q4 2025 Feb 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 54,070 5,791 0.08% 0.07% 375 +11,550 27.16% Q4 2025 Feb 10, 2026
Stone House Investment Management, LLC History Reduced 53,771 5,759 0.89% 1.0% 376 -1,732 -3.12% Q4 2025 Jan 21, 2026
Veratis Advisors, Inc. History New 53,101 5,756 4.56% — 377 +53,101 New Q4 2025 Feb 18, 2026
Zhang Financial LLC History Added to 53,658 5,747 0.21% 0.19% 378 +9,904 22.64% Q4 2025 Feb 10, 2026
Seaside Wealth Management, Inc. History Reduced 53,462 5,726 1.63% 1.71% 379 -618 -1.14% Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History Added to 53,313 5,710 1.59% 1.11% 380 +18,356 52.51% Q4 2025 Feb 06, 2026
Level Wealth Management LLC History Reduced 53,085 5,685 2.91% 3.03% 381 -912 -1.69% Q4 2025 Feb 02, 2026
Alpha Financial Partners, LLC History Added to 52,443 5,617 3.43% 3.61% 382 +236 0.45% Q4 2025 Feb 10, 2026
Dogwood Wealth Management LLC History Reduced 52,389 5,611 2.47% 2.94% 383 -8,302 -13.68% Q4 2025 Feb 04, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 52,071 5,577 0.46% 0.44% 384 +4,173 8.71% Q4 2025 Jan 27, 2026
ONE Advisory Partners, LLC History Added to 52,020 5,571 1.68% 1.57% 385 +4,232 8.86% Q4 2025 Jan 12, 2026
Edgestream Partners, L.P. History Reduced 51,698 5,537 0.16% 0.19% 386 -9,456 -15.46% Q4 2025 Feb 13, 2026
Exchange Bank History No change 51,375 5,502 3.81% 3.8% 387 0 0.0% Q4 2025 Jan 13, 2026
Forza Wealth Management, LLC History Reduced 50,700 5,430 1.96% 2.15% 388 -1,900 -3.61% Q4 2025 Feb 02, 2026
Gutierrez Wealth Advisory, LLC History Added to 50,372 5,395 3.39% 3.35% 389 +1,176 2.39% Q4 2025 Feb 06, 2026
Centiva Capital, LP History Reduced 50,000 5,355 0.04% 1.23% 390 -1,158,200 -95.86% Q4 2025 Feb 13, 2026
Crabel Capital Management, LLC History Added to 49,992 5,354 4.05% 2.08% 391 +28,181 129.21% Q4 2025 Feb 17, 2026
DAVIDSON INVESTMENT ADVISORS History Reduced 49,865 5,341 0.22% 0.24% 392 -2,842 -5.39% Q4 2025 Jan 27, 2026
K2 Financial Inc. History Added to 49,331 5,304 4.1% 4.08% 393 +1,873 3.95% Q4 2025 Jan 22, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 49,209 5,270 1.58% 1.63% 394 +734 1.51% Q4 2025 Jan 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 49,001 5,248 0.09% 0.1% 395 -103 -0.21% Q4 2025 Jan 16, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 48,965 5,244 1.1% 1.17% 396 -856 -1.72% Q4 2025 Jan 07, 2026
Pinnacle Financial Partners, Inc. History New 48,947 5,242 0.04% — 397 +48,947 New Q4 2025 Feb 18, 2026
Armor Investment Advisors, LLC History Added to 48,872 5,234 1.92% 1.58% 398 +2,041 4.36% Q4 2025 Feb 05, 2026
McAdam, LLC History Added to 48,619 5,207 0.24% 0.21% 399 +8,417 20.94% Q4 2025 Feb 13, 2026
Greenspring Advisors, LLC History Added to 48,602 5,205 0.32% 0.36% 400 +29,609 155.89% Q4 2025 Feb 10, 2026
Vannoy Advisory Group, Inc. History Added to 48,478 5,192 3.29% 3.34% 401 +423 0.88% Q4 2025 Jan 15, 2026
Lifeworks Advisors, LLC History Added to 48,016 5,142 0.67% 0.65% 402 +1,913 4.15% Q4 2025 Feb 13, 2026
Traveka Wealth, LLC History Added to 47,859 5,126 2.09% 2.23% 403 +974 2.08% Q4 2025 Jan 08, 2026
FIRST AMERICAN TRUST, FSB History Added to 47,816 5,121 0.35% 0.35% 404 +2,388 5.26% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 47,089 5,043 0.17% 0.16% 405 +4,249 9.92% Q4 2025 Jan 30, 2026
True Vision MN LLC History Added to 47,043 5,038 2.56% 2.55% 406 +1,143 2.49% Q4 2025 Jan 14, 2026
Sand Hill Global Advisors, LLC History Reduced 47,017 5,035 0.18% 0.18% 407 -270 -0.57% Q4 2025 Feb 12, 2026
Mainsail Financial Group, LLC History Added to 46,859 5,019 2.09% 2.05% 408 +2,158 4.83% Q4 2025 Jan 23, 2026
Johnson Bixby & Associates, LLC History Added to 46,640 4,995 0.62% 0.56% 409 +5,692 13.9% Q4 2025 Jan 14, 2026
BENJAMIN EDWARDS INC History Added to 46,595 4,990 0.06% 0.05% 410 +6,960 17.56% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Added to 46,525 4,983 0.09% 0.06% 411 +16,079 52.81% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History Added to 46,338 4,963 0.79% 0.6% 412 +10,779 30.31% Q4 2025 Jan 23, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 46,234 4,952 0.71% 0.93% 413 -12,960 -21.89% Q4 2025 Jan 28, 2026
Hassell Wealth Management, LLC History Added to 45,641 4,911 1.64% 1.69% 414 +7 0.02% Q4 2025 Jan 26, 2026
GenTrust, LLC History Reduced 45,849 4,910 0.21% 0.25% 415 -6,030 -11.62% Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 45,787 4,904 0.01% 0.01% 416 +6,520 16.6% Q4 2025 Feb 17, 2026
Hobart Private Capital, LLC History Added to 45,671 4,891 0.95% 0.49% 417 +23,779 108.62% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Reduced 45,621 4,886 0.09% 0.11% 418 -5,698 -11.1% Q4 2025 Feb 03, 2026
DRAVO BAY LLC History Added to 45,377 4,860 2.02% 2.07% 419 +1,289 2.92% Q4 2025 Jan 27, 2026
FINANCIAL LIFE ADVISORS History Reduced 45,267 4,848 1.49% 1.59% 420 -1,070 -2.31% Q4 2025 Jan 30, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 45,130 4,833 0.44% 0.43% 421 +1,474 3.38% Q4 2025 Feb 06, 2026
Johnson Financial Group, Inc. History Reduced 45,119 4,832 0.18% 0.18% 422 -648 -1.42% Q4 2025 Feb 12, 2026
Mayflower Financial Advisors, LLC History Added to 44,298 4,744 0.57% 0.56% 423 +2,243 5.33% Q4 2025 Jan 13, 2026
Brio Consultants, LLC History Reduced 43,770 4,688 0.61% 0.64% 424 -55 -0.13% Q4 2025 Feb 04, 2026
MOTIVE WEALTH ADVISORS History Added to 43,630 4,673 1.99% 2.0% 426 +139 0.32% Q4 2025 Jan 15, 2026
CreativeOne Wealth, LLC History Added to 43,635 4,673 0.11% 0.11% 425 +73 0.17% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Reduced 43,550 4,664 0.37% 0.39% 427 -1,377 -3.06% Q4 2025 Jan 05, 2026
Smartleaf Asset Management LLC History Added to 43,466 4,655 0.18% 0.2% 429 +13,843 46.73% Q4 2025 Feb 13, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 43,464 4,655 1.64% 1.57% 428 -2,170 -4.76% Q4 2025 Jan 30, 2026
Ironwood Wealth Management, LLC. History Added to 43,427 4,651 1.37% 1.55% 430 +116 0.27% Q4 2025 Feb 02, 2026
Westover Capital Advisors, LLC History Added to 43,299 4,637 0.84% 0.84% 431 +871 2.05% Q4 2025 Feb 09, 2026
BCGM Wealth Management, LLC History Reduced 43,212 4,628 1.18% 1.2% 432 -92 -0.21% Q4 2025 Jan 07, 2026
Sterling Investment Advisors, Ltd. History Added to 43,029 4,608 0.85% 0.71% 433 +8,639 25.12% Q4 2025 Feb 09, 2026
Sincerus Advisory, LLC History Added to 42,650 4,568 3.67% 2.96% 434 +10,171 31.32% Q4 2025 Jan 08, 2026
Opus Capital Group, LLC History Added to 42,468 4,549 0.49% 0.5% 435 +381 0.91% Q4 2025 Jan 30, 2026
Strategic Blueprint, LLC History Reduced 42,358 4,536 0.27% 0.22% 436 -5,130 -10.8% Q4 2025 Jan 30, 2026
Curbstone Financial Management Corp History Added to 41,842 4,481 0.86% 0.79% 437 +3,050 7.86% Q4 2025 Jan 23, 2026
Austin Wealth Management, LLC History Reduced 41,321 4,443 0.66% 0.7% 438 -188 -0.45% Q4 2025 Jan 26, 2026
Galvin, Gaustad & Stein, LLC History Added to 41,098 4,402 0.34% 0.34% 439 +2,359 6.09% Q4 2025 Jan 23, 2026
Beaird Harris Wealth Management, LLC History Added to 41,078 4,399 0.3% 0.3% 440 +992 2.47% Q4 2025 Feb 23, 2026
Baker Avenue Asset Management, LP History Added to 41,007 4,392 0.1% 0.08% 441 +9,422 29.83% Q4 2025 Feb 10, 2026
GREENLEAF TRUST History Reduced 40,823 4,372 0.04% 0.04% 442 -2,110 -4.91% Q4 2025 Jan 21, 2026
Leeward Financial Partners, LLC History Added to 40,825 4,372 1.23% 1.23% 443 +307 0.76% Q4 2025 Feb 09, 2026
Blue Trust, Inc. History Added to 40,611 4,349 0.05% 0.05% 444 +1,849 4.77% Q4 2025 Jan 16, 2026
FIRST HORIZON CORP History Added to 40,275 4,313 0.19% 0.16% 445 +8,678 27.46% Q4 2025 Jan 27, 2026
Life Planning Partners, Inc History Added to 40,079 4,292 3.29% 3.11% 446 +109 0.27% Q4 2025 Jan 16, 2026
TruNorth Capital Management, LLC History Added to 39,959 4,280 0.81% 0.75% 449 +4,195 11.73% Q4 2025 Feb 11, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 39,960 4,280 3.58% 3.82% 447 0 0.0% Q4 2025 Feb 03, 2026
Tidal Investments LLC History No change 39,960 4,280 0.01% 0.01% 448 0 0.0% Q4 2025 Feb 13, 2026
FIRST NATIONAL TRUST CO History Added to 39,690 4,251 0.14% 0.14% 450 +2,305 6.17% Q4 2025 Feb 09, 2026
Avidian Wealth Enterprises, LLC History Added to 39,477 4,228 0.15% 0.16% 451 +698 1.8% Q4 2025 Feb 02, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 39,240 4,203 0.2% 0.1% 452 +23,950 156.64% Q4 2025 Jan 28, 2026
Checchi Capital Advisers, LLC History Added to 38,873 4,163 0.21% 0.11% 453 +19,527 100.94% Q4 2025 Jan 27, 2026
Ameritas Investment Partners, Inc. History Added to 38,782 4,153 0.13% 0.13% 454 +199 0.52% Q4 2025 Feb 11, 2026
Midwest Trust Co History Reduced 38,674 4,142 0.05% 0.06% 455 -1,558 -3.87% Q4 2025 Feb 04, 2026
DURANTE & WATERS, LLC History Reduced 38,524 4,126 2.88% 3.05% 456 -389 -1.0% Q4 2025 Jan 30, 2026
Sovran Advisors, LLC History Reduced 38,265 4,122 0.35% 0.37% 457 -824 -2.11% Q4 2025 Jan 20, 2026
Belpointe Asset Management LLC History Reduced 38,479 4,121 0.15% 0.16% 458 -644 -1.65% Q4 2025 Jan 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 38,200 4,092 0.0% 0.0% 459 +31,700 487.69% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Reduced 38,161 4,087 0.36% 0.37% 460 -416 -1.08% Q4 2025 Feb 26, 2026
Concurrent Investment Advisors, LLC History Added to 37,981 4,068 0.05% 0.07% 461 +1,569 4.31% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History Reduced 37,673 4,035 0.01% 0.01% 462 -943 -2.44% Q4 2025 Feb 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 37,491 4,015 0.66% — 463 +37,491 New Q4 2025 Feb 18, 2026
Insight Wealth Strategies, LLC History Added to 37,269 3,991 0.46% 0.46% 464 +873 2.4% Q4 2025 Jan 02, 2026
WLTH Capital Management, LLC History New 36,754 3,978 3.08% — 465 +36,754 New Q4 2025 Feb 24, 2026
HUB Investment Partners, LLC History Reduced 36,863 3,948 0.1% 0.17% 466 -11,856 -24.34% Q4 2025 Feb 17, 2026
Avid Wealth Partners LLC History Reduced 36,821 3,943 1.93% 2.15% 467 -3,732 -9.2% Q4 2025 Feb 13, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 36,738 3,934 0.24% 0.27% 468 +1,034 2.9% Q4 2025 Feb 11, 2026
Petersen Hastings Wealth Advisors Inc. History New 36,698 3,930 0.38% — 469 +36,698 New Q4 2025 Feb 11, 2026
SAX WEALTH ADVISORS, LLC History Added to 35,752 3,829 0.18% 0.18% 470 +4,839 15.65% Q4 2025 Jan 12, 2026
MGO ONE SEVEN LLC History Added to 35,746 3,828 0.08% 0.02% 471 +27,001 308.76% Q4 2025 Feb 03, 2026
FIRST FOUNDATION ADVISORS History Added to 35,608 3,813 0.14% 0.12% 472 +6,250 21.29% Q4 2025 Feb 04, 2026
ORG Partners LLC History Added to 35,277 3,778 0.67% 0.68% 473 +37 0.1% Q4 2025 Jan 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 35,155 3,765 0.08% 0.08% 474 -571 -1.6% Q4 2025 Feb 05, 2026
IFG Advisory, LLC History Added to 35,139 3,763 0.16% 0.12% 475 +9,860 39.0% Q4 2025 Feb 10, 2026
Austin Private Wealth, LLC History Reduced 35,051 3,754 0.28% 0.41% 476 -15,738 -30.99% Q4 2025 Jan 20, 2026
Cascade Financial Partners, LLC History Reduced 35,020 3,751 0.38% 0.45% 477 -1,985 -5.36% Q4 2025 Feb 06, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 34,840 3,731 0.53% 0.51% 478 +2,144 6.56% Q4 2025 Jan 14, 2026
SevenBridge Financial Group, LLC History Added to 34,500 3,714 0.6% 0.56% 479 +2,884 9.12% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Added to 34,537 3,699 0.06% 0.06% 480 +8,279 31.53% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 34,375 3,681 0.12% 0.1% 481 +6,529 23.45% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 34,226 3,665 0.02% 0.01% 482 +14,036 69.52% Q4 2025 Feb 13, 2026
Capital Advisors Wealth Management, LLC History Reduced 34,220 3,665 0.5% 0.66% 483 -9,529 -21.78% Q4 2025 Jan 21, 2026
Chicago Partners Investment Group LLC History Reduced 33,965 3,654 0.09% 0.11% 484 -4,144 -10.87% Q4 2025 Jan 28, 2026
Thrive Wealth Management, LLC History Added to 34,014 3,643 0.54% 0.54% 485 +118 0.35% Q4 2025 Jan 12, 2026
Venturi Wealth Management, LLC History Added to 33,635 3,602 0.16% 0.15% 486 +2,727 8.82% Q4 2025 Jan 22, 2026
Topsail Wealth Management, LLC History Added to 33,634 3,602 0.53% 0.6% 487 +91 0.27% Q4 2025 Feb 04, 2026
SteelPeak Wealth, LLC History Added to 33,478 3,585 0.12% 0.1% 488 +6,654 24.81% Q4 2025 Jan 20, 2026
MidFirst Bank History New 33,282 3,564 0.28% — 489 +33,282 New Q4 2025 Feb 25, 2026
Insight Wealth Partners, LLC History Added to 33,015 3,536 0.48% 1.02% 490 +1,435 4.54% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 32,986 3,533 0.08% 0.09% 491 +1,733 5.55% Q4 2025 Feb 06, 2026
Capasso Planning Partners LLC History Added to 32,553 3,486 1.91% 0.72% 492 +21,544 195.69% Q4 2025 Feb 17, 2026
CFS Investment Advisory Services, LLC History Added to 32,407 3,471 0.25% 0.26% 493 +180 0.56% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 31,969 3,424 0.08% 0.08% 494 +4,035 14.44% Q4 2025 Feb 09, 2026
JB Capital LLC History Added to 31,637 3,388 0.14% 0.12% 495 +5,390 20.54% Q4 2025 Jan 20, 2026
Symphony Financial, Ltd. Co. History Added to 31,524 3,376 0.45% 0.38% 496 +1,967 6.65% Q4 2025 Feb 11, 2026
WEDBUSH SECURITIES INC History Added to 31,429 3,366 0.1% 0.1% 497 +1,378 4.59% Q4 2025 Feb 12, 2026
SEVEN MILE ADVISORY History No change 31,422 3,365 0.58% 0.54% 498 0 0.0% Q4 2025 Feb 13, 2026
LiftPoint Family Wealth Advisors LLC History New 31,313 3,353 2.86% — 499 +31,313 New Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 30,959 3,315 0.12% 0.13% 500 +327 1.07% Q4 2025 Feb 13, 2026
Francis Financial, Inc. History Added to 30,888 3,308 0.65% 0.49% 501 +5,223 20.35% Q4 2025 Feb 11, 2026
Smart Money Group LLC History Added to 30,855 3,304 0.96% 0.85% 502 +3,965 14.75% Q4 2025 Jan 30, 2026
Investment Research Partners LLC History Added to 30,526 3,269 1.4% 1.33% 503 +2,902 10.51% Q4 2025 Feb 12, 2026
Wayfinding Financial, LLC History Added to 30,483 3,265 1.38% 1.32% 504 +1,714 5.96% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 30,453 3,261 0.15% 0.11% 505 +9,137 42.86% Q4 2025 Feb 06, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 30,408 3,257 0.01% 0.0% 506 +180 0.6% Q4 2025 Feb 17, 2026
Collaborative Wealth Managment Inc. History Added to 30,312 3,246 1.14% 0.34% 507 +22,356 281.0% Q4 2025 Feb 09, 2026
Brooklyn Investment Group History New 30,004 3,211 0.15% — 508 +30,004 New Q4 2025 Feb 12, 2026
Clifford Group, LLC History Reduced 29,967 3,209 2.48% 2.49% 509 -16 -0.05% Q4 2025 Feb 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 29,933 3,206 0.05% 0.03% 510 +7,072 30.93% Q4 2025 Jan 05, 2026
Kastel Capital Advisors, LLC History New 29,927 3,205 1.97% — 511 +29,927 New Q4 2025 Feb 18, 2026
Flagstone Financial Management History Added to 29,842 3,196 0.82% 0.84% 512 +105 0.35% Q4 2025 Feb 09, 2026
Joseph Group Capital Management History Reduced 29,656 3,176 0.83% 0.93% 513 -1,476 -4.74% Q4 2025 Jan 30, 2026
Carnegie Investment Counsel History New 29,598 3,170 0.06% — 514 +29,598 New Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History Added to 29,580 3,168 0.08% 0.07% 515 +5,010 20.39% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History Added to 29,514 3,161 0.17% 0.16% 516 +691 2.4% Q4 2025 Feb 11, 2026
McNaughton Wealth Management, LLC History Reduced 29,274 3,135 1.29% 1.33% 517 -305 -1.03% Q4 2025 Jan 12, 2026
FourThought Financial Partners, LLC History Added to 29,014 3,107 0.26% 0.27% 518 +175 0.61% Q4 2025 Feb 06, 2026
GFS Advisors, LLC History Reduced 29,000 3,106 0.37% 0.56% 519 -12,000 -29.27% Q4 2025 Feb 11, 2026
Aspire Private Capital, LLC History Added to 29,000 3,106 0.69% 0.58% 520 +3,648 14.39% Q4 2025 Jan 16, 2026
Avant Financial Advisors LLC History Added to 28,998 3,105 2.23% 2.14% 522 +2,264 8.47% Q4 2025 Jan 15, 2026
Arkadios Wealth Advisors History Added to 28,991 3,105 0.06% 0.07% 521 +1,939 7.17% Q4 2025 Feb 13, 2026
Cannon Financial Strategists, Inc. History Added to 28,856 3,090 0.43% 0.42% 523 +1,024 3.68% Q4 2025 Feb 04, 2026
Sharkey, Howes & Javer History Added to 28,588 3,062 0.39% 0.31% 524 +5,759 25.23% Q4 2025 Jan 13, 2026
Fortis Capital Advisors, LLC History Added to 28,540 3,056 0.45% 0.41% 525 +4,443 18.44% Q4 2025 Jan 27, 2026
Stokes Family Office, LLC History Added to 28,531 3,055 0.28% 0.27% 526 +1,590 5.9% Q4 2025 Feb 18, 2026
Grove Bank & Trust History Reduced 28,441 3,046 0.34% 0.42% 527 -5,316 -15.75% Q4 2025 Jan 08, 2026
COFG Advisors, LLC History New 28,249 3,025 0.75% — 528 +28,249 New Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 28,149 3,015 0.1% 0.1% 529 +330 1.19% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 28,067 3,006 0.05% 0.06% 530 -2,686 -8.73% Q4 2025 Jan 22, 2026
Cypress Wealth Services, LLC History Added to 27,988 2,997 0.41% 0.41% 531 +4,670 20.03% Q4 2025 Jan 14, 2026
Forum Financial Management, LP History Added to 27,703 2,967 0.04% 0.04% 532 +1,525 5.83% Q4 2025 Jan 27, 2026
Caldwell Trust Co History Added to 27,189 2,912 0.26% 0.25% 533 +1,600 6.25% Q4 2025 Jan 30, 2026
Plum Street Advisors, LLC History Added to 27,110 2,903 1.03% 0.94% 534 +4,187 18.27% Q4 2025 Feb 13, 2026
Joel Adams & Associates, Inc. History Reduced 27,001 2,892 2.17% 2.55% 535 -2,718 -9.15% Q4 2025 Jan 27, 2026
Trinity Wealth Management, LLC History Reduced 26,928 2,884 1.06% 1.26% 536 -4,621 -14.65% Q4 2025 Jan 15, 2026
CLUNE & ASSOCIATES, LTD. History Added to 26,727 2,862 0.62% 0.4% 537 +11,605 76.74% Q4 2025 Feb 09, 2026
Windward Private Wealth Management Inc. History Reduced 26,661 2,855 0.99% 1.0% 538 -466 -1.72% Q4 2025 Feb 02, 2026
FFT WEALTH MANAGEMENT LLC History No change 26,623 2,851 0.54% 0.52% 539 0 0.0% Q4 2025 Feb 09, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 26,584 2,847 0.61% 0.66% 540 -6 -0.02% Q4 2025 Jan 20, 2026
CVA Family Office, LLC History Added to 26,573 2,846 0.33% 0.35% 541 +858 3.34% Q4 2025 Jan 12, 2026
Americana Partners, LLC History Added to 26,469 2,835 0.08% 0.08% 542 +25 0.09% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 26,417 2,829 0.18% 0.23% 543 -5,288 -16.68% Q4 2025 Feb 06, 2026
Kovitz Investment Group Partners, LLC History Reduced 26,391 2,826 0.06% 0.08% 545 -164,844 -86.2% Q4 2025 Feb 20, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 26,388 2,826 0.0% 0.0% 544 -14,585 -35.6% Q4 2025 Feb 13, 2026
Abound Wealth Management History Reduced 26,314 2,818 0.66% 0.71% 546 -495 -1.85% Q4 2025 Jan 12, 2026
FIFTH THIRD SECURITIES, INC. History Added to 26,254 2,812 0.18% 0.19% 547 +364 1.41% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 26,042 2,797 0.06% 0.07% 548 -6,300 -19.48% Q4 2025 Jan 26, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 26,089 2,794 0.62% 0.64% 549 +16 0.06% Q4 2025 Jan 13, 2026
THRYVE WEALTH MANAGEMENT LLC History New 26,002 2,785 1.38% — 550 +26,002 New Q4 2025 Feb 25, 2026
IHT Wealth Management, LLC History Added to 25,949 2,779 0.07% 0.06% 551 +1,980 8.26% Q4 2025 Feb 17, 2026
Graver Capital Management, LLC History Reduced 25,894 2,773 2.19% 2.63% 552 -3,461 -11.79% Q4 2025 Feb 13, 2026
Narus Financial Partners, LLC History Reduced 25,721 2,755 0.76% 0.77% 553 -653 -2.48% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Reduced 25,552 2,749 0.09% 0.1% 554 -1,042 -3.92% Q4 2025 Jan 23, 2026
Arcadia Wealth Management, LLC History Added to 25,605 2,742 1.02% 1.05% 555 +748 3.01% Q4 2025 Feb 03, 2026
Strategies Wealth Advisors, LLC History Added to 25,540 2,735 0.27% 0.28% 556 +331 1.31% Q4 2025 Feb 13, 2026
Capital Management Associates, Inc History Added to 25,387 2,719 0.6% 0.69% 557 +1,345 5.59% Q4 2025 Jan 21, 2026
VestGen Advisors, LLC History Added to 25,376 2,717 0.12% 0.05% 558 +10,199 67.2% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History Added to 25,343 2,714 0.08% 0.12% 559 +6,937 37.69% Q4 2025 Feb 10, 2026
Rosenberg Matthew Hamilton History No change 25,255 2,705 0.56% 0.58% 560 0 0.0% Q4 2025 Jan 05, 2026
Ethos Financial Group, LLC History Reduced 25,241 2,703 0.2% 0.21% 561 -52 -0.21% Q4 2025 Jan 20, 2026
U.S. Capital Wealth Advisors, LLC History Added to 25,198 2,698 0.07% 0.07% 562 +1,625 6.89% Q4 2025 Jan 23, 2026
Cornerstone Wealth Management, LLC History Reduced 25,176 2,696 0.14% 0.15% 563 -420 -1.64% Q4 2025 Feb 05, 2026
Dynamic Advisor Solutions LLC History Reduced 25,124 2,691 0.09% 0.09% 564 -3,419 -11.98% Q4 2025 Jan 09, 2026
Bryn Mawr Trust Advisors, LLC History Added to 25,112 2,689 0.13% 0.13% 565 +1,385 5.84% Q4 2025 Feb 04, 2026
Physician Wealth Solutions Inc. History No change 25,080 2,686 1.14% 1.17% 566 0 0.0% Q4 2025 Jan 12, 2026
Gen-Wealth Partners Inc History Added to 24,931 2,670 0.86% 0.65% 567 +6,944 38.61% Q4 2025 Feb 13, 2026
Stephenson & Company, Inc. History No change 24,707 2,646 1.45% 1.51% 568 0 0.0% Q4 2025 Jan 27, 2026
Financial Strategies Group, Inc. History Added to 24,613 2,643 0.48% 0.49% 569 +585 2.43% Q4 2025 Feb 05, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 24,500 2,624 0.29% 0.26% 570 +3,155 14.78% Q4 2025 Feb 18, 2026
Redwood Investment Management, LLC History Added to 24,477 2,622 0.29% 0.27% 571 +1,161 4.98% Q4 2025 Feb 17, 2026
Daviman Financial, LLC History New 24,344 2,607 1.53% — 572 +24,344 New Q4 2025 Feb 06, 2026
MCF Advisors LLC History Added to 24,241 2,596 0.14% 0.15% 573 +540 2.28% Q4 2025 Feb 11, 2026
Astoria Strategic Wealth, Inc. History Reduced 24,174 2,589 0.65% 0.69% 574 -1,608 -6.24% Q4 2025 Feb 05, 2026
White Lighthouse Investment Management Inc. History Added to 24,100 2,581 0.36% 0.39% 575 +205 0.86% Q4 2025 Feb 09, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 24,020 2,572 1.96% 1.88% 576 +1,770 7.96% Q4 2025 Feb 17, 2026
Grey Fox Wealth Advisors, LLC History Added to 24,003 2,570 0.53% 0.4% 577 +5,439 29.3% Q4 2025 Feb 12, 2026
Financial Insights, Inc. History Reduced 23,920 2,562 0.86% 0.85% 578 -188 -0.78% Q4 2025 Mar 31, 2026
IFG Advisors, LLC History Added to 23,909 2,560 0.43% 0.39% 579 +1,269 5.61% Q4 2025 Jan 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 23,868 2,556 0.01% 0.01% 580 +3,586 17.68% Q4 2025 Jan 30, 2026
Detalus Advisors, LLC History Added to 23,839 2,553 0.62% 0.54% 581 +4,156 21.11% Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 23,816 2,550 0.02% 0.02% 582 -1,224 -4.89% Q4 2025 Feb 12, 2026
Hudock, Inc. History Reduced 23,763 2,545 0.37% 0.42% 583 -1,998 -7.76% Q4 2025 Feb 12, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 23,694 2,537 0.14% 0.13% 584 +3,670 18.33% Q4 2025 Feb 04, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 23,547 2,522 1.36% 1.35% 585 +1,481 6.71% Q4 2025 Jan 29, 2026
CROBAN History Added to 23,500 2,517 1.21% 1.13% 586 +7,518 47.04% Q4 2025 Feb 13, 2026
BAILARD, INC. History Reduced 23,478 2,514 0.06% 0.06% 587 -2,345 -9.08% Q4 2025 Feb 04, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 23,464 2,513 0.21% 0.22% 588 -898 -3.69% Q4 2025 Jan 15, 2026
Prosperity Planning, Inc. History Added to 23,445 2,511 0.66% 0.66% 590 +302 1.3% Q4 2025 Jan 14, 2026
IEQ CAPITAL, LLC History Added to 23,446 2,511 0.01% 0.01% 589 +24 0.1% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Added to 23,350 2,501 0.01% 0.01% 591 +1,416 6.46% Q4 2025 Feb 09, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 23,288 2,494 0.07% 0.07% 592 +754 3.35% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 23,243 2,489 0.05% 0.04% 593 +5,055 27.79% Q4 2025 Feb 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 23,125 2,476 0.08% 0.08% 594 -48 -0.21% Q4 2025 Jan 14, 2026
Client First Capital LLC History Reduced 23,070 2,471 1.04% 1.09% 595 -9 -0.04% Q4 2025 Jan 26, 2026
Precision Wealth Strategies, LLC History Added to 23,019 2,465 0.8% 0.76% 596 +1,026 4.67% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Added to 22,992 2,462 0.0% 0.0% 597 +1,166 5.34% Q4 2025 Feb 17, 2026
Polaris Investment Advisors, LLC History New 22,726 2,434 1.76% — 598 +22,726 New Q4 2025 Jan 15, 2026
Maia Wealth LLC History Reduced 22,485 2,430 0.41% 0.51% 599 -5,613 -19.98% Q4 2025 Feb 17, 2026
Apollon Financial, LLC History Added to 22,687 2,429 0.35% 0.36% 600 +2,251 11.01% Q4 2025 Jan 22, 2026
Safir Wealth Advisors, LLC History No change 22,614 2,422 1.7% 1.7% 601 0 0.0% Q4 2025 Jan 06, 2026
INVESTMENT PARTNERS, LTD. History Reduced 22,524 2,412 0.84% 1.08% 602 -6,201 -21.59% Q4 2025 Feb 10, 2026
Procyon Advisors, LLC History Added to 22,522 2,412 0.12% 0.14% 603 +663 3.03% Q4 2025 Jan 07, 2026
SIMPLEX TRADING, LLC History New 22,387 2,397 0.0% — 604 +22,387 New Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Added to 22,366 2,395 0.06% 0.06% 605 +481 2.2% Q4 2025 Feb 04, 2026
THEORY FINANCIAL LLC History Added to 22,157 2,385 0.8% 0.73% 606 +2,870 14.88% Q4 2025 Feb 10, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 22,159 2,373 0.74% 0.73% 607 +187 0.85% Q4 2025 Jan 15, 2026
Centennial Bank/AR/ History Added to 22,127 2,370 0.94% 0.76% 608 +4,016 22.17% Q4 2025 Feb 17, 2026
CV Advisors LLC History Added to 21,855 2,340 0.6% 0.49% 609 +5,115 30.56% Q4 2025 Jan 20, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 21,782 2,333 0.39% 1.24% 610 -47,836 -68.71% Q4 2025 Feb 17, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 21,744 2,328 0.92% 0.63% 611 +876 4.2% Q4 2025 Feb 11, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 21,700 2,324 0.73% 0.61% 612 +4,579 26.74% Q4 2025 Jan 07, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 21,682 2,322 0.25% 0.25% 613 0 0.0% Q4 2025 Jan 29, 2026
Ameritas Advisory Services, LLC History Added to 21,628 2,316 0.09% 0.01% 614 +20,076 1293.56% Q4 2025 Feb 04, 2026
OPAL CAPITAL LLC History New 30,487 2,306 0.58% — 615 +30,487 New Q4 2025 Feb 17, 2026
MKD WEALTH COACHES, LLC History Added to 21,441 2,296 2.3% 2.26% 616 +142 0.67% Q4 2025 Jan 12, 2026
Professional Financial Advisors, LLC History Added to 21,306 2,282 0.47% 0.46% 617 +683 3.31% Q4 2025 Jan 15, 2026
Per Stirling Capital Management, LLC. History Added to 21,096 2,259 0.25% 0.27% 618 +206 0.99% Q4 2025 Feb 17, 2026
SWS Partners History Added to 210,278 2,252 0.54% 0.54% 619 +189,383 906.36% Q4 2025 Jan 16, 2026
Cornerstone Planning Group LLC History Added to 20,855 2,248 0.35% 0.36% 620 +158 0.76% Q4 2025 Feb 02, 2026
SMART Wealth LLC History Added to 20,928 2,241 0.68% 0.73% 621 +2,691 14.76% Q4 2025 Jan 26, 2026
Lineweaver Wealth Advisors, LLC History Added to 20,775 2,225 0.3% 0.28% 622 +2,631 14.5% Q4 2025 Jan 14, 2026
Carl P. Sherr & Co., LLC History No change 20,637 2,225 0.99% 1.04% 623 0 0.0% Q4 2025 Feb 09, 2026
Spinnaker Investment Group, LLC History Added to 20,661 2,213 0.4% 0.23% 624 +9,085 78.48% Q4 2025 Jan 12, 2026
ZEVIN ASSET MANAGEMENT LLC History New 20,576 2,203 0.3% — 625 +20,576 New Q4 2025 Feb 12, 2026
Canvas Wealth Advisors, LLC History Reduced 20,556 2,201 0.37% 0.41% 626 -573 -2.71% Q4 2025 Jan 12, 2026
Cynosure Group, LLC History New 20,544 2,200 0.22% — 627 +20,544 New Q4 2025 Feb 17, 2026
Crumly & Associates Inc. History Added to 20,482 2,193 0.46% 0.47% 628 +118 0.58% Q4 2025 Jan 14, 2026
PHILADELPHIA TRUST CO History Reduced 20,289 2,173 0.15% 0.15% 629 -265 -1.29% Q4 2025 Feb 12, 2026
LPWM LLC History Reduced 20,276 2,171 0.55% 0.62% 630 -1,412 -6.51% Q4 2025 Jan 06, 2026
Vantage Point Financial LLC History New 20,237 2,167 0.78% — 631 +20,237 New Q4 2025 Feb 02, 2026
Maridea Wealth Management LLC History Added to 20,232 2,167 0.33% 0.33% 632 +375 1.89% Q4 2025 Jan 08, 2026
Tenzing Financial LLC History New 20,217 2,165 1.76% — 633 +20,217 New Q4 2025 Feb 13, 2026
FLP Wealth Management, LLC History Reduced 7,391 2,163 5.1% 4.66% 634 -8,138 -52.41% Q4 2025 Jan 20, 2026
Stratos Wealth Advisors, LLC History Added to 20,151 2,158 0.1% 0.1% 635 +1,095 5.75% Q4 2025 Jan 20, 2026
Mutual Advisors, LLC History Added to 20,115 2,154 0.05% 0.04% 636 +1,256 6.66% Q4 2025 Feb 02, 2026
DORVAL Corp History Added to 20,003 2,142 0.68% 0.61% 637 +2,637 15.18% Q4 2025 Jan 26, 2026
Moss Adams Wealth Advisors LLC History Reduced 19,952 2,137 0.15% 0.18% 638 -1,303 -6.13% Q4 2025 Jan 26, 2026
FAS Wealth Partners, Inc. History Added to 19,854 2,126 0.14% 0.13% 639 +1,606 8.8% Q4 2025 Feb 18, 2026
SigFig Wealth Management, LLC History Added to 19,811 2,121 0.06% 0.06% 640 +684 3.58% Q4 2025 Jan 16, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 19,774 2,117 0.25% 0.25% 641 +222 1.14% Q4 2025 Feb 03, 2026
Accurate Wealth Management, LLC History Reduced 19,620 2,112 0.27% 0.28% 642 -92 -0.47% Q4 2025 Jan 14, 2026
Texas Capital Bank Wealth Management Services Inc History No change 19,542 2,093 0.12% 0.17% 643 0 0.0% Q4 2025 Feb 09, 2026
Patten Group, Inc. History Reduced 19,524 2,091 0.39% 0.45% 644 -2,391 -10.91% Q4 2025 Jan 23, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 19,468 2,085 0.73% 0.76% 645 -262 -1.33% Q4 2025 Feb 17, 2026
Mattson Financial Services, LLC History Added to 19,454 2,083 0.49% 0.39% 646 +4,096 26.67% Q4 2025 Feb 12, 2026
Capstone Financial Advisors, Inc. History Added to 19,244 2,061 0.11% 0.11% 647 +280 1.48% Q4 2025 Feb 17, 2026
Safe Harbor Wealth Advisors, LLC History New 19,031 2,057 1.99% — 649 +19,031 New Q4 2025 Feb 13, 2026
Bernardo Wealth Planning LLC History Added to 19,207 2,057 0.39% 0.35% 648 +2,389 14.21% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Added to 19,213 2,056 0.09% 0.06% 650 +7,127 58.97% Q4 2025 Feb 12, 2026
SYKON CAPITAL LLC History Added to 19,179 2,054 0.66% 0.23% 651 +12,665 194.43% Q4 2025 Feb 12, 2026
LifePlan Investment Advisors, Inc. History Added to 19,046 2,040 0.83% 0.8% 652 +1,188 6.65% Q4 2025 Feb 09, 2026
LOWE BROCKENBROUGH & CO INC History Added to 19,005 2,035 0.1% 0.1% 653 +1,154 6.46% Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History Added to 18,956 2,030 0.11% 0.11% 654 +1,281 7.25% Q4 2025 Jan 20, 2026
Aspen Wealth Management LLC History Reduced 18,912 2,025 0.43% 0.46% 655 -418 -2.16% Q4 2025 Jan 05, 2026
Madison Wealth Partners, Inc History Reduced 18,710 2,004 0.37% 0.4% 656 -513 -2.67% Q4 2025 Feb 10, 2026
KWMG, LLC History Reduced 18,694 2,002 0.17% 0.2% 657 -2,643 -12.39% Q4 2025 Jan 16, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 18,682 2,001 0.69% 0.55% 658 +4,655 33.19% Q4 2025 Jan 27, 2026
Running Point Capital Advisors, LLC History Added to 18,426 1,973 0.54% 0.5% 659 +944 5.4% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History Added to 18,394 1,970 0.07% 0.02% 660 +13,027 242.72% Q4 2025 Jan 29, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 18,220 1,951 0.88% 0.93% 661 +194 1.08% Q4 2025 Jan 26, 2026
Lansing Street Advisors History Reduced 18,150 1,944 0.5% 0.53% 662 -649 -3.45% Q4 2025 Jan 26, 2026
Claro Advisors Inc. History Added to 18,138 1,942 0.26% 0.24% 663 +2,383 15.13% Q4 2025 Feb 17, 2026
SAGE FINANCIAL GROUP INC History Reduced 18,080 1,936 0.13% 0.15% 664 -2,003 -9.97% Q4 2025 Jan 27, 2026
Ballentine Partners, LLC History Added to 17,985 1,926 0.03% 0.03% 665 +674 3.89% Q4 2025 Feb 03, 2026
Smallwood Wealth Investment Management, LLC History Reduced 17,920 1,919 1.0% 1.24% 666 -4,974 -21.73% Q4 2025 Jan 23, 2026
NDWM LLC History Reduced 17,857 1,912 1.27% 1.37% 667 -1,119 -5.9% Q4 2025 Feb 05, 2026
TBH Global Asset Management, LLC History Reduced 17,803 1,906 0.32% 0.37% 668 -152 -0.85% Q4 2025 Jan 29, 2026
STEPHENS INC /AR/ History Reduced 17,768 1,903 0.02% 0.06% 669 -28,986 -62.0% Q4 2025 Feb 05, 2026
Synergy Investment Management, LLC History Added to 17,683 1,894 0.67% 0.67% 670 +1,253 7.63% Q4 2025 Feb 06, 2026
MATTERS CAPITAL LLC History New 17,680 1,893 1.55% — 671 +17,680 New Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 17,594 1,884 0.02% 0.02% 672 +1,383 8.53% Q4 2025 Feb 05, 2026
FSM Wealth Advisors, LLC History Reduced 17,575 1,882 0.26% 0.32% 673 -3,637 -17.15% Q4 2025 Jan 23, 2026
Sequent Planning LLC History Added to 17,569 1,881 0.48% 0.4% 674 +4,471 34.13% Q4 2025 Feb 05, 2026
Saxony Capital Management, LLC History New 17,529 1,877 1.15% — 675 +17,529 New Q4 2025 Jan 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 17,521 1,876 0.09% 0.09% 676 -1,477 -7.77% Q4 2025 Jan 21, 2026
Midwest Financial Group LLC History Added to 17,513 1,875 0.83% 0.74% 677 +2,938 20.16% Q4 2025 Jan 20, 2026
Alhambra Investment Management LLC History Added to 17,410 1,864 0.87% 0.84% 678 +779 4.68% Q4 2025 Jan 15, 2026
REGIMEN WEALTH, LLC History Added to 17,401 1,863 0.54% 0.54% 679 +178 1.03% Q4 2025 Feb 09, 2026
Pearl Planning LLC History New 17,348 1,858 1.14% — 680 +17,348 New Q4 2025 Feb 03, 2026
MY Wealth Management Inc. History Reduced 17,182 1,840 1.6% 1.93% 681 -3,479 -16.84% Q4 2025 Feb 10, 2026
Main Street Financial Solutions, LLC History Reduced 17,005 1,821 0.14% 0.12% 682 -109 -0.64% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Reduced 16,957 1,816 0.03% 0.03% 683 -4 -0.02% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Added to 19,080 1,785 0.04% 0.03% 684 +2,122 12.51% Q4 2025 Feb 11, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 16,636 1,781 0.81% 0.85% 685 -40 -0.24% Q4 2025 Jan 16, 2026
Financial Partners Group, Inc History Added to 16,451 1,774 0.21% 0.16% 686 +4,184 34.11% Q4 2025 Feb 03, 2026
Graves Light Lenhart Wealth, Inc. History No change 16,546 1,772 0.19% 0.2% 687 0 0.0% Q4 2025 Jan 09, 2026
Meridian Wealth Management, LLC History Added to 16,493 1,766 0.06% 0.05% 688 +3,142 23.53% Q4 2025 Feb 04, 2026
Retirement Wealth Solutions LLC History Reduced 16,494 1,766 1.12% 1.17% 689 -162 -0.97% Q4 2025 Jan 07, 2026
White & Co Financial Planning Inc History No change 16,430 1,759 1.32% 1.32% 690 0 0.0% Q4 2025 Jan 20, 2026
Sterling Financial Planning, Inc. History Reduced 16,354 1,751 0.53% 0.55% 691 -148 -0.9% Q4 2025 Jan 27, 2026
Equita Financial Network, Inc. History Reduced 16,340 1,750 0.53% 0.6% 692 -455 -2.71% Q4 2025 Jan 29, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 16,307 1,746 0.1% 0.09% 693 +1,223 8.11% Q4 2025 Jan 20, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 16,294 1,745 0.11% 0.11% 695 +964 6.29% Q4 2025 Feb 17, 2026
Cornerstone Investment Partners, LLC History Reduced 16,300 1,745 0.07% 0.07% 694 -231 -1.4% Q4 2025 Jan 29, 2026
Breakwater Capital Group History Added to 16,256 1,741 0.24% 0.25% 696 +76 0.47% Q4 2025 Jan 09, 2026
Keystone Wealth Services, LLC History Reduced 16,171 1,732 0.36% 0.39% 697 -725 -4.29% Q4 2025 Jan 26, 2026
Hamilton Wealth, LLC History Added to 16,155 1,730 0.33% 0.3% 698 +2,728 20.32% Q4 2025 Feb 19, 2026
ACCREDITED INVESTOR SERVICES, LLC History Added to 16,153 1,730 1.15% 1.18% 699 +5 0.03% Q4 2025 Feb 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 16,150 1,729 0.5% 0.42% 700 +3,473 27.4% Q4 2025 Feb 11, 2026
Vericrest Private Wealth History New 16,087 1,723 1.53% — 701 +16,087 New Q4 2025 Mar 12, 2026
SPINNAKER TRUST History No change 16,041 1,718 0.09% 0.09% 702 0 0.0% Q4 2025 Feb 10, 2026
PFG Advisors History Added to 16,035 1,717 0.08% 0.06% 703 +3,359 26.5% Q4 2025 Jan 27, 2026
FC Advisory LLC History Added to 15,968 1,710 0.49% 0.49% 704 +282 1.8% Q4 2025 Jan 13, 2026
Integrity Advisory Solutions, LLC History Added to 15,938 1,707 0.25% 0.25% 705 +1,181 8.0% Q4 2025 Feb 09, 2026
Paladin Wealth, LLC History Added to 15,934 1,706 1.16% 0.79% 706 +5,638 54.76% Q4 2025 Jan 15, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 15,882 1,701 0.95% — 707 +15,882 New Q4 2025 Feb 17, 2026
FORONJY FINANCIAL LLC History Added to 15,872 1,700 0.71% 0.63% 708 +2,319 17.11% Q4 2025 Feb 03, 2026
Hudson Oak Wealth Advisory LLC History New 15,761 1,688 1.49% — 709 +15,761 New Q4 2025 Jan 23, 2026
TSG Advice Partners, LLC History New 15,738 1,685 0.26% — 710 +15,738 New Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 15,685 1,680 0.15% 0.14% 711 +708 4.73% Q4 2025 Jan 26, 2026
Crusonia Wealth Advisors LLC History New 15,649 1,676 0.37% — 713 +15,649 New Q4 2025 Feb 18, 2026
TODD ASSET MANAGEMENT LLC History New 15,648 1,676 0.03% — 712 +15,648 New Q4 2025 Feb 09, 2026
CORE WEALTH ADVISORS, LLC History New 15,636 1,674 1.32% — 714 +15,636 New Q4 2025 Feb 10, 2026
Cypress Capital Group History Added to 15,600 1,670 0.19% 0.18% 715 +1,400 9.86% Q4 2025 Feb 11, 2026
RCS Financial Planning, LLC History Added to 15,488 1,658 0.71% 0.58% 716 +3,241 26.46% Q4 2025 Jan 15, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 15,476 1,657 0.38% 0.42% 717 -987 -6.0% Q4 2025 Jan 06, 2026
Silver Grove Financial Group, Inc. History Added to 15,447 1,654 1.43% 1.5% 718 +603 4.06% Q4 2025 Feb 17, 2026
Chatterton & Associates Inc. History New 15,323 1,641 1.41% — 719 +15,323 New Q4 2025 Jan 20, 2026
Rehmann Capital Advisory Group History Reduced 15,241 1,632 0.09% 0.11% 720 -3,285 -17.73% Q4 2025 Mar 04, 2026
XY Planning Network, Inc. History Added to 15,195 1,627 0.28% 0.38% 722 +4,625 43.76% Q4 2025 Jan 26, 2026
AlphaCore Capital LLC History Added to 15,191 1,627 0.04% 0.05% 721 +113 0.75% Q4 2025 Feb 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 15,140 1,621 0.46% 0.5% 723 -275 -1.78% Q4 2025 Feb 10, 2026
LongView Wealth Management History Added to 15,068 1,620 0.39% 0.32% 724 +3,951 35.54% Q4 2025 Jan 13, 2026
Advisory Alpha, LLC History Reduced 15,039 1,610 0.04% 0.05% 725 -677 -4.31% Q4 2025 Feb 06, 2026
United Advisor Group, LLC History Added to 15,030 1,609 0.2% 0.2% 727 +1,008 7.19% Q4 2025 Jan 26, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 15,025 1,609 0.23% 0.23% 726 -105 -0.69% Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Added to 14,998 1,606 0.03% 0.03% 728 +129 0.87% Q4 2025 Feb 13, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 14,902 1,596 0.26% 0.28% 729 -1,030 -6.46% Q4 2025 Jan 07, 2026
M Holdings Securities, Inc. History Added to 14,882 1,594 0.11% 0.28% 730 +2,645 21.61% Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History No change 14,819 1,587 0.31% 0.32% 731 0 0.0% Q4 2025 Jan 28, 2026
INVESTED ADVISORS History Reduced 14,786 1,583 1.64% 3.42% 732 -7,343 -33.18% Q4 2025 Jan 26, 2026
ABLE Financial Group, LLC History Reduced 14,620 1,565 0.32% 0.34% 733 -268 -1.8% Q4 2025 Jan 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 14,547 1,558 0.11% 0.08% 734 +5,078 53.63% Q4 2025 Feb 02, 2026
Investment Planning Advisors, Inc. History Added to 14,551 1,558 0.45% 0.45% 736 +968 7.13% Q4 2025 Jan 20, 2026
Beaumont Financial Advisors, LLC History Reduced 14,551 1,558 0.1% 0.11% 735 -661 -4.35% Q4 2025 Jan 16, 2026
W ADVISORS, LLC History Added to 14,525 1,555 0.78% 0.48% 737 +6,005 70.48% Q4 2025 Feb 13, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 14,495 1,554 0.26% 0.28% 738 -1,129 -7.23% Q4 2025 Feb 13, 2026
Motley Fool Wealth Management, LLC History Reduced 14,343 1,536 0.12% 0.11% 739 -658 -4.39% Q4 2025 Feb 11, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 14,310 1,532 0.6% — 740 +14,310 New Q4 2025 Jan 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 14,305 1,532 0.26% — 741 +14,305 New Q4 2025 Feb 12, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 14,245 1,525 0.87% 0.87% 742 +414 2.99% Q4 2025 Jan 15, 2026
Cannon Advisors, Inc. History Reduced 14,140 1,523 1.07% 1.13% 743 -1,467 -9.4% Q4 2025 Jan 15, 2026
HMS Capital Management, LLC History Added to 14,198 1,520 0.63% 0.6% 745 +790 5.89% Q4 2025 Jan 16, 2026
SONATA CAPITAL GROUP INC History Reduced 14,200 1,520 0.55% 0.56% 744 -55 -0.39% Q4 2025 Jan 26, 2026
NWAM LLC History Reduced 14,103 1,514 0.08% 0.12% 746 -7,377 -34.34% Q4 2025 Feb 04, 2026
Point72 Asset Management, L.P. History New 13,917 1,490 0.0% — 747 +13,917 New Q4 2025 Feb 17, 2026
Willis Johnson & Associates, Inc. History Added to 13,889 1,487 0.09% 0.09% 748 +734 5.58% Q4 2025 Jan 22, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 13,875 1,486 0.05% 0.04% 749 +3,240 30.47% Q4 2025 Jan 28, 2026
RiverFront Investment Group, LLC History No change 13,778 1,475 0.02% 0.03% 750 0 0.0% Q4 2025 Feb 05, 2026
Coastline Trust Co History Reduced 13,766 1,474 0.14% 0.24% 751 -7,160 -34.22% Q4 2025 Jan 05, 2026
LeConte Wealth Management, LLC History Added to 13,696 1,466 0.96% 0.83% 752 +2,080 17.91% Q4 2025 Jan 15, 2026
Passive Capital Management, LLC. History Added to 13,649 1,461 0.46% 0.47% 753 +14 0.1% Q4 2025 Feb 05, 2026
Brady Martz Wealth Solutions, LLC History Reduced 13,568 1,453 0.26% 0.28% 754 -1,142 -7.76% Q4 2025 Jan 15, 2026
Eagle Strategies LLC History Added to 13,533 1,449 0.19% 0.19% 755 +421 3.21% Q4 2025 Jan 23, 2026
Peak Wealth Management LLC History New 13,526 1,448 1.21% — 756 +13,526 New Q4 2025 Feb 04, 2026
Cooksen Wealth, LLC History Reduced 13,473 1,443 1.06% 1.14% 757 -910 -6.33% Q4 2025 Jan 20, 2026
TPG Advisors LLC History No change 13,398 1,435 0.89% 0.94% 758 0 0.0% Q4 2025 Jan 21, 2026
SOL Capital Management CO History Reduced 13,340 1,429 0.13% 0.16% 759 -3,425 -20.43% Q4 2025 Jan 30, 2026
Columbia Bank History Reduced 13,349 1,429 0.4% 0.42% 760 -670 -4.78% Q4 2025 Feb 13, 2026
Elk River Wealth Management LLC History Added to 13,324 1,427 0.23% 0.07% 761 +8,991 207.5% Q4 2025 Feb 06, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 13,261 1,420 1.13% 1.4% 762 -3,159 -19.24% Q4 2025 Jan 16, 2026
Ausdal Financial Partners, Inc. History Reduced 13,226 1,416 0.07% 0.07% 763 -438 -3.21% Q4 2025 Feb 13, 2026
Rooted Wealth Advisors, Inc. History Reduced 13,119 1,411 0.4% 0.44% 764 -410 -3.03% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 13,163 1,409 0.0% 0.0% 765 -9,262 -41.3% Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Added to 13,148 1,408 0.16% 0.16% 766 +156 1.2% Q4 2025 Jan 14, 2026
Scissortail Wealth Management, LLC History Added to 13,150 1,408 0.32% 0.3% 767 +79 0.6% Q4 2025 Jan 29, 2026
Pinnacle Bancorp, Inc. History Added to 13,116 1,404 0.41% 0.41% 768 +217 1.68% Q4 2025 Jan 22, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 13,065 1,399 0.09% 0.1% 769 -602 -4.4% Q4 2025 Jan 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 12,971 1,389 0.07% 0.06% 770 +5,355 70.31% Q4 2025 Feb 12, 2026
Koshinski Asset Management, Inc. History Added to 12,857 1,377 0.09% 0.09% 771 +666 5.46% Q4 2025 Feb 03, 2026
Sage Financial Management Group, Inc. History Reduced 12,852 1,376 0.42% 0.45% 772 -420 -3.16% Q4 2025 Feb 05, 2026
ProVise Management Group, LLC History Reduced 12,808 1,371 0.1% 0.1% 773 -92 -0.71% Q4 2025 Jan 29, 2026
Garner Asset Management Corp History Added to 12,796 1,370 0.53% 0.27% 775 +6,479 102.56% Q4 2025 Feb 03, 2026
Neuberger Berman Group LLC History Added to 12,795 1,370 0.0% 0.0% 774 +1,044 8.88% Q4 2025 Feb 13, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 12,749 1,365 0.2% 0.23% 776 -1,024 -7.43% Q4 2025 Jan 23, 2026
Shared Vision Wealth Group LLC History Added to 12,559 1,352 0.55% 0.5% 777 +1,557 14.15% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Added to 12,601 1,349 0.04% 0.04% 778 +1,110 9.66% Q4 2025 Jan 21, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 12,551 1,344 0.4% 0.42% 779 0 0.0% Q4 2025 Jan 30, 2026
CONSILIO WEALTH ADVISORS, LLC History New 12,529 1,341 0.39% — 780 +12,529 New Q4 2025 Mar 19, 2026
Dorato Capital Management History New 12,316 1,327 1.0% — 781 +12,316 New Q4 2025 Jan 16, 2026
Keystone Financial Services History Added to 12,344 1,322 0.4% 0.4% 782 +229 1.89% Q4 2025 Feb 12, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 12,342 1,321 0.43% 0.53% 783 -2,654 -17.7% Q4 2025 Jan 27, 2026
Falcon Wealth Planning History Added to 12,330 1,320 0.11% 0.09% 784 +3,183 34.8% Q4 2025 Feb 03, 2026
Godshalk Welsh Capital Management, Inc. History Added to 12,250 1,312 0.75% 0.69% 785 +975 8.65% Q4 2025 Feb 12, 2026
Yardley Wealth Management LLC History Reduced 12,258 1,312 0.7% 0.73% 786 -10 -0.08% Q4 2025 Feb 05, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 12,221 1,308 0.36% 0.28% 789 +3,587 41.55% Q4 2025 Jan 14, 2026
Heartwood Wealth Advisors LLC History Reduced 12,217 1,308 0.12% 0.12% 788 -20 -0.16% Q4 2025 Jan 12, 2026
Elmwood Wealth Management, Inc. History No change 12,215 1,308 0.41% 0.46% 787 0 0.0% Q4 2025 Jan 08, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 12,145 1,300 0.76% 0.81% 790 -924 -7.07% Q4 2025 Jan 21, 2026
Laurel Wealth Advisors LLC History Added to 12,105 1,296 0.17% 0.17% 791 +725 6.37% Q4 2025 Jan 30, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Added to 12,097 1,295 0.38% 0.21% 792 +5,640 87.35% Q4 2025 Feb 13, 2026
MYECFO, LLC History Reduced 11,953 1,280 0.54% 0.62% 793 -800 -6.27% Q4 2025 Jan 12, 2026
Xena Financial Planning, LLC History New 11,918 1,276 1.5% — 794 +11,918 New Q4 2025 Jan 15, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 11,896 1,274 0.16% 0.16% 795 0 0.0% Q4 2025 Feb 06, 2026
Family Capital Management, Inc. History Added to 11,828 1,266 0.56% 0.52% 796 +1,522 14.77% Q4 2025 Jan 27, 2026
Hurlow Wealth Management Group, Inc. History Reduced 11,778 1,261 0.31% 0.33% 797 -10 -0.08% Q4 2025 Feb 17, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 11,761 1,259 0.09% 0.08% 798 +88 0.75% Q4 2025 Jan 14, 2026
Florin Court Capital LLP History Added to 11,700 1,253 1.74% 0.47% 799 +6,100 108.93% Q4 2025 Feb 05, 2026
Brucke Financial, Inc. History Reduced 11,706 1,253 0.68% 0.75% 800 -215 -1.8% Q4 2025 Jan 12, 2026
Western Wealth Management, LLC History Added to 11,690 1,252 0.06% 0.06% 801 +1,509 14.82% Q4 2025 Feb 05, 2026
Independence Bank of Kentucky History Reduced 11,617 1,244 0.15% 0.16% 802 -412 -3.43% Q4 2025 Jan 20, 2026
49 WEALTH MANAGEMENT, LLC History Added to 11,578 1,240 0.1% 0.07% 803 +4,419 61.73% Q4 2025 Feb 04, 2026
TCV Trust & Wealth Management, Inc. History Reduced 11,538 1,235 0.1% 0.1% 804 -100 -0.86% Q4 2025 Jan 23, 2026
Wealth Enhancement Trust Services, Inc. History New 11,421 1,223 0.15% — 805 +11,421 New Q4 2025 Jan 27, 2026
Everhart Financial Group, Inc. History Added to 11,412 1,222 0.11% 0.12% 806 +164 1.46% Q4 2025 Jan 07, 2026
Weaver Capital Management LLC History No change 11,401 1,221 0.26% 0.26% 807 0 0.0% Q4 2025 Jan 22, 2026
Archford Capital Strategies, LLC History Reduced 11,385 1,219 0.14% 0.15% 808 -505 -4.25% Q4 2025 Jan 15, 2026
Soltis Investment Advisors LLC History Added to 11,379 1,218 0.08% 0.07% 809 +2,249 24.63% Q4 2025 Apr 02, 2026
Howard Capital Management Inc. History Added to 11,321 1,212 0.02% 0.01% 810 +802 7.62% Q4 2025 Jan 23, 2026
North Forty Two & Co. History Added to 11,281 1,208 1.14% 1.12% 811 +500 4.64% Q4 2025 Feb 09, 2026
Oak Wealth Advisors LLC History Reduced 11,235 1,203 0.69% 0.77% 812 -1,233 -9.89% Q4 2025 Feb 11, 2026
Twele Capital Management, Inc. History Added to 11,213 1,201 0.21% 0.22% 813 +135 1.22% Q4 2025 Jan 09, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 11,219 1,201 0.54% 0.57% 814 +118 1.06% Q4 2025 Jan 28, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 11,208 1,200 0.46% 0.53% 815 -364 -3.15% Q4 2025 Feb 04, 2026
Truepoint, Inc. History Added to 11,182 1,197 0.03% 0.03% 816 +677 6.44% Q4 2025 Feb 11, 2026
Brookwood Investment Group LLC History Added to 11,168 1,196 0.14% 0.13% 818 +1,739 18.44% Q4 2025 Jan 22, 2026
Private Wealth Asset Management, LLC History Reduced 11,167 1,196 0.13% 0.15% 817 -627 -5.32% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Reduced 11,156 1,194 0.01% 0.01% 819 -1,272 -10.23% Q4 2025 Jan 29, 2026
PUREfi Wealth, LLC History Added to 11,123 1,191 0.91% 0.85% 820 +717 6.89% Q4 2025 Jan 12, 2026
Bowman & Co S.C. History Reduced 11,090 1,187 0.5% 0.52% 821 -590 -5.05% Q4 2025 Jan 23, 2026
KM Capital Management Ltd. History Added to 11,077 1,186 0.61% 0.53% 822 +394 3.69% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 11,044 1,182 0.04% 0.03% 823 +3,122 39.41% Q4 2025 Jan 14, 2026
UNITED BANK History Reduced 11,012 1,179 0.16% 0.2% 824 -4,920 -30.88% Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History Reduced 11,002 1,178 0.11% 0.11% 825 -411 -3.6% Q4 2025 Feb 09, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 10,859 1,175 1.15% — 826 +10,859 New Q4 2025 Feb 17, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 10,969 1,174 0.97% 1.16% 827 -70 -0.63% Q4 2025 Feb 02, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 10,933 1,171 0.37% 0.32% 828 -1,794 -14.1% Q4 2025 Feb 02, 2026
GUIDANCE CAPITAL, INC History Reduced 10,847 1,165 0.28% 0.59% 829 -10,233 -48.54% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 10,847 1,161 0.02% 0.03% 830 -301 -2.7% Q4 2025 Feb 09, 2026
LJI Wealth Management, LLC History Added to 10,791 1,155 0.18% 0.08% 831 +6,632 159.46% Q4 2025 Feb 03, 2026
OARSMAN CAPITAL, INC. History Reduced 10,758 1,152 0.15% 0.16% 832 -23 -0.21% Q4 2025 Feb 13, 2026
MainStreet Investment Advisors LLC History Added to 10,735 1,149 0.17% 0.14% 833 +750 7.51% Q4 2025 Feb 10, 2026
Affiance Financial, LLC History Added to 10,724 1,148 0.18% 0.21% 834 +4 0.04% Q4 2025 Jan 21, 2026
Haven Private, LLC History Reduced 10,715 1,147 0.5% 0.52% 835 -325 -2.94% Q4 2025 Feb 12, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Reduced 10,680 1,143 0.19% 0.21% 836 -970 -8.33% Q4 2025 Jan 21, 2026
ROGCO, LP History Reduced 10,646 1,140 0.38% 0.4% 837 -60 -0.56% Q4 2025 Jan 30, 2026
Compass Financial Group, Inc. History Reduced 10,637 1,139 0.5% 0.51% 838 -37 -0.35% Q4 2025 Feb 05, 2026
Code Waechter LLC History Added to 10,579 1,133 0.73% 0.66% 839 +1,125 11.9% Q4 2025 Jan 26, 2026
Inscription Capital, LLC History Reduced 10,563 1,131 0.12% 0.14% 840 -1,537 -12.7% Q4 2025 Jan 29, 2026
Tennessee Valley Asset Management Partners History Reduced 10,550 1,129 0.15% 0.16% 841 -186 -1.73% Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Added to 10,479 1,122 0.16% 0.15% 842 +343 3.38% Q4 2025 Jan 29, 2026
Olde Wealth Management, LLC History No change 10,435 1,117 0.34% 0.35% 843 0 0.0% Q4 2025 Feb 12, 2026
New Insight Wealth Advisors History Reduced 10,400 1,113 0.4% 0.42% 844 -129 -1.23% Q4 2025 Feb 17, 2026
ORRSTOWN FINANCIAL SERVICES INC History Added to 10,384 1,112 0.19% 0.14% 845 +2,589 33.21% Q4 2025 Jan 15, 2026
Balance Wealth, LLC History Added to 10,360 1,109 0.36% 0.26% 846 +422 4.25% Q4 2025 Jan 21, 2026
Leo Wealth, LLC History New 10,343 1,107 0.08% — 847 +10,343 New Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Added to 10,329 1,106 0.07% 0.06% 848 +240 2.38% Q4 2025 Jan 29, 2026
XTX Topco Ltd History Reduced 10,293 1,102 0.03% 0.06% 849 -154 -1.47% Q4 2025 Feb 17, 2026
Two West Capital Advisors LLC History Added to 10,266 1,099 0.64% 0.65% 850 +319 3.21% Q4 2025 Jan 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 10,259 1,098 0.05% 0.04% 851 +1,435 16.26% Q4 2025 Feb 17, 2026
SUMMIT WEALTH GROUP LLC / CO History New 10,239 1,096 0.15% — 852 +10,239 New Q4 2025 Feb 04, 2026
DAVENPORT & Co LLC History Added to 10,204 1,092 0.01% 0.01% 853 +1,064 11.64% Q4 2025 Jan 12, 2026
ARROW FINANCIAL CORP History No change 10,163 1,088 0.11% 0.11% 854 0 0.0% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 10,098 1,081 0.01% 0.01% 855 +36 0.36% Q4 2025 Feb 12, 2026
Bond & Devick Financial Network, Inc. History Added to 10,090 1,080 0.3% 0.29% 856 +1,069 11.85% Q4 2025 Jan 14, 2026
EVOLVE PRIVATE WEALTH, LLC History New 10,077 1,079 0.06% — 858 +10,077 New Q4 2025 Feb 17, 2026
Aries Wealth Management History Added to 10,080 1,079 0.24% 0.13% 857 +5,100 102.41% Q4 2025 Jan 30, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 10,053 1,076 0.24% 0.22% 859 +1,191 13.44% Q4 2025 Jan 12, 2026
Sowa Financial Group, Inc. History New 10,003 1,071 0.56% — 860 +10,003 New Q4 2025 Feb 03, 2026
Carr Financial Group Corp History No change 10,000 1,071 0.28% 0.29% 861 0 0.0% Q4 2025 Jan 09, 2026
Journey Beyond Wealth, LLC History No change 10,000 1,071 0.85% 0.88% 862 0 0.0% Q4 2025 Jan 23, 2026
Cyr Financial Inc. History Added to 9,991 1,070 0.67% 0.7% 863 +367 3.81% Q4 2025 Jan 16, 2026
Bangor Savings Bank History Added to 9,970 1,067 0.09% 0.09% 864 +140 1.42% Q4 2025 Jan 16, 2026
Key Capital Management, INC History New 9,953 1,066 1.06% — 865 +9,953 New Q4 2025 Jan 26, 2026
WEBSTER BANK, N. A. History No change 9,952 1,065 0.1% 0.1% 866 0 0.0% Q4 2025 Jan 23, 2026
Midwestern Financial, LLC /IA History Reduced 9,928 1,063 0.88% 0.92% 867 -105 -1.05% Q4 2025 Feb 06, 2026
Richmond Investment Services, LLC History Added to 9,892 1,059 0.18% 0.16% 868 +1,947 24.51% Q4 2025 Feb 12, 2026
Wealthcare Capital Partners, LLC History Added to 9,884 1,058 0.5% 0.47% 869 +180 1.85% Q4 2025 Jan 14, 2026
Stonebridge Capital Advisors LLC History No change 9,868 1,056 0.07% 0.07% 870 0 0.0% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History New 9,825 1,052 0.0% — 871 +9,825 New Q4 2025 Feb 12, 2026
Forefront Wealth Partners, LLC History Added to 9,802 1,049 0.5% 0.26% 874 +153 1.59% Q4 2025 Feb 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 9,796 1,049 0.5% 0.5% 872 0 0.0% Q4 2025 Feb 13, 2026
Cyndeo Wealth Partners, LLC History No change 9,800 1,049 0.06% 0.06% 873 0 0.0% Q4 2025 Jan 07, 2026
Wakefield Asset Management LLLP History Added to 9,753 1,044 0.28% 0.28% 875 +118 1.22% Q4 2025 Feb 05, 2026
Note Advisors, LLC History Reduced 9,708 1,043 0.54% 0.64% 876 -472 -4.64% Q4 2025 Feb 18, 2026
Split Rock Private Trading & Wealth Management, LLC History New 9,636 1,032 0.83% — 878 +9,636 New Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History Added to 9,638 1,032 0.12% 0.11% 877 +351 3.78% Q4 2025 Jan 21, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 9,598 1,028 0.14% 0.19% 879 -3,434 -26.35% Q4 2025 Feb 12, 2026
OneAscent Financial Services LLC History New 9,533 1,021 0.09% — 880 +9,533 New Q4 2025 Feb 11, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 9,518 1,019 0.67% 0.69% 881 -234 -2.4% Q4 2025 Feb 17, 2026
CHILTON INVESTMENT CO INC. History New 9,500 1,017 0.02% — 882 +9,500 New Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 9,492 1,016 0.06% 0.06% 883 +214 2.31% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 9,459 1,013 0.01% 0.05% 884 -34,884 -78.67% Q4 2025 Feb 11, 2026
Veracity Capital LLC History Added to 9,372 1,003 0.3% 0.3% 885 +447 5.01% Q4 2025 Jan 29, 2026
ForthRight Wealth Management, LLC History No change 9,337 1,000 0.29% 0.29% 886 0 0.0% Q4 2025 Jan 13, 2026
ARS Wealth Advisors Group, LLC History Added to 9,303 996 0.09% 0.05% 887 +4,343 87.56% Q4 2025 Jan 12, 2026
Qube Research & Technologies Ltd History Added to 9,290 995 0.0% 0.0% 888 +17 0.18% Q4 2025 Feb 17, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 9,236 989 0.16% 0.16% 889 +471 5.37% Q4 2025 Feb 04, 2026
Centurion Wealth Management LLC History Added to 9,241 989 0.22% 0.22% 890 +51 0.55% Q4 2025 Jan 14, 2026
Heritage Investment Group, Inc. History No change 9,218 987 0.15% 0.16% 891 0 0.0% Q4 2025 Jan 30, 2026
CURTIS WEALTH MANAGEMENT LLC History New 9,126 982 0.85% — 892 +9,126 New Q4 2025 Feb 11, 2026
TFB Advisors LLC History Added to 9,057 970 0.27% 0.28% 893 +44 0.49% Q4 2025 Feb 13, 2026
Investments & Financial Planning, LLC History Added to 8,879 951 0.51% 0.49% 894 +430 5.09% Q4 2025 Feb 23, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 8,836 946 0.66% 0.58% 895 +1,793 25.46% Q4 2025 Feb 11, 2026
Crews Bank & Trust History Added to 8,825 945 0.14% 0.14% 896 +125 1.44% Q4 2025 Jan 21, 2026
MassMutual Private Wealth & Trust, FSB History Added to 8,810 943 0.02% 0.02% 897 +550 6.66% Q4 2025 Jan 07, 2026
TSA Wealth Managment LLC History Added to 8,704 932 0.31% 0.26% 898 +1,618 22.83% Q4 2025 Jan 22, 2026
DecisionMap Wealth Management, LLC History Reduced 8,699 931 0.57% 0.61% 899 -227 -2.54% Q4 2025 Jan 07, 2026
Tortoise Investment Management, LLC History Reduced 8,660 927 0.08% 0.11% 900 -2,588 -23.01% Q4 2025 Feb 06, 2026
Wingate Wealth Advisors, Inc. History Added to 8,654 926 0.52% 0.63% 901 +47 0.55% Q4 2025 Jan 28, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 8,629 924 0.2% 0.31% 902 +16 0.19% Q4 2025 Feb 12, 2026
Brown Financial Advisors History Added to 8,583 919 0.34% 0.27% 904 +1,623 23.32% Q4 2025 Feb 17, 2026
Spectrum Investment Advisors, Inc. History Added to 8,585 919 0.46% 0.48% 903 +216 2.58% Q4 2025 Jan 28, 2026
Farmers National Bank History New 8,548 915 0.2% — 905 +8,548 New Q4 2025 Mar 12, 2026
Gibbs Wealth Management History Added to 8,479 912 0.22% 0.2% 906 +134 1.61% Q4 2025 Jan 23, 2026
Envision Financial LLC History Added to 8,484 908 0.48% 0.52% 907 +26 0.31% Q4 2025 Jan 07, 2026
LCW Services, LLC History New 8,451 905 0.48% — 908 +8,451 New Q4 2025 Feb 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 8,442 904 0.09% 0.1% 909 -337 -3.84% Q4 2025 Jan 27, 2026
Strategic Investment Advisors / MI History Added to 8,411 900 0.08% 0.08% 910 +3,920 87.29% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 8,397 899 0.03% 0.04% 911 -2,346 -21.84% Q4 2025 Jan 13, 2026
Kelly Financial Services LLC History Added to 8,391 898 0.23% 0.22% 912 +504 6.39% Q4 2025 Jan 13, 2026
HORAN Wealth, LLC History Added to 8,376 897 0.14% 0.12% 913 +1,368 19.52% Q4 2025 Feb 04, 2026
Roundview Capital LLC History Reduced 8,339 893 0.05% 0.06% 914 -537 -6.05% Q4 2025 Feb 09, 2026
Flagship Private Wealth, LLC History Reduced 8,317 890 0.35% 0.42% 915 -1,604 -16.17% Q4 2025 Feb 04, 2026
Wealth Advisors of Iowa, LLC History Added to 8,306 889 0.29% 0.3% 916 +10 0.12% Q4 2025 Feb 05, 2026
Glenview Trust Co History No change 8,295 888 0.01% 0.01% 917 0 0.0% Q4 2025 Feb 09, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 8,273 887 0.53% 0.5% 918 +68 0.83% Q4 2025 Jan 06, 2026
FLOW TRADERS U.S. LLC History Added to 8,274 886 0.03% 0.03% 919 +253 3.15% Q4 2025 Feb 13, 2026
Breakwater Investment Management History Reduced 8,281 886 0.32% 0.33% 920 -34 -0.41% Q4 2025 Feb 02, 2026
Stirlingshire Investments, Inc. History New 8,241 882 0.78% — 922 +8,241 New Q4 2025 Feb 11, 2026
Camarda Financial Advisors, LLC History Reduced 8,243 882 0.34% 0.32% 921 -31 -0.37% Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 8,175 875 0.12% — 924 +8,175 New Q4 2025 Feb 09, 2026
JNBA Financial Advisors History Added to 8,170 875 0.08% 0.08% 923 +281 3.56% Q4 2025 Jan 26, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 8,110 868 0.15% 0.15% 925 +350 4.51% Q4 2025 Feb 17, 2026
Jacobi Capital Management LLC History Added to 8,070 864 0.05% 0.05% 926 +39 0.49% Q4 2025 Feb 13, 2026
Stone Summit Wealth LLC History Reduced 7,999 856 0.23% 0.25% 928 -144 -1.77% Q4 2025 Jan 27, 2026
FIDELITY D & D BANCORP INC History No change 8,000 856 0.37% 0.47% 927 0 0.0% Q4 2025 Feb 09, 2026
Compass Wealth Management, LLC/GA History Reduced 7,983 855 0.35% 0.38% 929 -66 -0.82% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Reduced 7,967 853 0.05% 0.06% 930 -3,445 -30.19% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Added to 7,962 852 0.01% 0.02% 931 +245 3.17% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 7,909 847 0.03% 0.03% 933 +81 1.03% Q4 2025 Jan 21, 2026
CHATHAM CAPITAL GROUP, INC. History No change 7,910 847 0.12% 0.12% 932 0 0.0% Q4 2025 Jan 14, 2026
Members Trust Co History No change 7,900 846 0.03% 0.03% 934 0 0.0% Q4 2025 Jan 15, 2026
W.H. Cornerstone Investments Inc. History Reduced 7,889 845 0.51% 0.52% 935 -142 -1.77% Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History Added to 7,879 843 0.06% 0.06% 936 +572 7.83% Q4 2025 Jan 07, 2026
TSFG, LLC History Added to 7,846 840 0.13% 0.13% 937 +92 1.19% Q4 2025 Feb 04, 2026
UMB Bank, n.a. History Added to 7,825 838 0.01% 0.01% 938 +1,641 26.54% Q4 2025 Feb 13, 2026
4J Wealth Management LLC History Reduced 7,807 836 0.48% 0.51% 939 -370 -4.52% Q4 2025 Jan 15, 2026
OPPENHEIMER & CO INC History Reduced 7,796 835 0.01% 0.01% 940 -1,402 -15.24% Q4 2025 Feb 02, 2026
SeaBridge Investment Advisors LLC History Added to 7,761 831 0.14% 0.13% 941 +8 0.1% Q4 2025 Jan 26, 2026
FIRST TRUST ADVISORS LP History Added to 7,724 827 0.0% 0.0% 942 +35 0.46% Q4 2025 Feb 13, 2026
Mount Lucas Management LP History Added to 7,701 824 0.33% 0.3% 943 +845 12.32% Q4 2025 Feb 05, 2026
PFG Investments, LLC History Reduced 7,668 821 0.04% 0.04% 944 -291 -3.66% Q4 2025 Jan 26, 2026
L.K. Benson & Company, P.C. History Reduced 7,630 817 0.41% 0.49% 945 -937 -10.94% Q4 2025 Feb 06, 2026
HBK Sorce Advisory LLC History Reduced 7,586 816 0.02% 0.02% 946 -282 -3.58% Q4 2025 Feb 09, 2026
Sound View Wealth Advisors Group, LLC History Reduced 7,604 814 0.05% 0.06% 947 -9 -0.12% Q4 2025 Jan 08, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 7,591 813 0.1% 0.09% 949 +1,476 24.14% Q4 2025 Jan 15, 2026
DUNCKER STREETT & CO INC History No change 7,595 813 0.14% 0.14% 948 0 0.0% Q4 2025 Jan 27, 2026
Wilmington Savings Fund Society, FSB History Added to 7,588 812 0.02% 0.0% 950 +6,588 658.8% Q4 2025 Feb 12, 2026
Edgemoor Investment Advisors, Inc. History Added to 7,513 804 0.06% 0.06% 951 +440 6.22% Q4 2025 Feb 10, 2026
ROMANO BROTHERS AND COMPANY History Reduced 7,466 799 0.09% 0.11% 952 -1,800 -19.43% Q4 2025 Jan 14, 2026
Etesian Wealth Advisors, Inc. History Reduced 7,448 797 0.25% 0.39% 953 -3,519 -32.09% Q4 2025 Feb 11, 2026
Sepio Capital, LP History Reduced 7,423 795 0.04% 0.06% 954 -1,705 -18.68% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 7,407 793 0.01% 0.02% 955 -4,369 -37.1% Q4 2025 Jan 28, 2026
Stephens Consulting, LLC History No change 7,398 792 0.26% 0.27% 956 0 0.0% Q4 2025 Jan 13, 2026
Marble Wealth, LLC History New 7,382 790 0.11% — 957 +7,382 New Q4 2025 Feb 10, 2026
First Heartland Consultants, Inc. History Added to 7,354 787 0.06% 0.05% 958 +1,907 35.01% Q4 2025 Jan 09, 2026
Wealthspire Retirement, LLC History Added to 7,344 786 0.05% 0.05% 959 +553 8.14% Q4 2025 Feb 18, 2026
Gray Private Wealth, LLC History No change 7,332 785 0.38% 0.39% 960 0 0.0% Q4 2025 Feb 04, 2026
Invst, LLC History Added to 7,326 784 0.09% 0.08% 961 +842 12.99% Q4 2025 Feb 11, 2026
KRM WEALTH MANAGEMENT L.L.C. History New 7,282 779 0.43% — 962 +7,282 New Q4 2025 Apr 07, 2026
Capital Advantage, Inc. History New 7,249 776 0.1% — 964 +7,249 New Q4 2025 Jan 07, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 7,252 776 0.09% 0.07% 963 +1,846 34.15% Q4 2025 Jan 08, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,236 775 0.04% 0.05% 965 +283 4.07% Q4 2025 Jan 26, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 7,218 773 0.05% 0.05% 966 +35 0.49% Q4 2025 Jan 08, 2026
Rockbridge Investment Management, LCC History Added to 7,210 772 0.07% 0.07% 967 +336 4.89% Q4 2025 Feb 04, 2026
Net Worth Advisory Group History Added to 7,189 770 0.16% 0.09% 968 +4,119 134.17% Q4 2025 Jan 14, 2026
James J. Burns & Company, LLC History Added to 7,171 768 0.11% 0.11% 969 +71 1.0% Q4 2025 Jan 23, 2026
Gateway Wealth Partners, LLC History Added to 7,156 766 0.09% 0.09% 970 +1,171 19.57% Q4 2025 Feb 11, 2026
Pathway Financial Advisors LLC History Reduced 7,123 765 0.1% 0.1% 971 -15 -0.21% Q4 2025 Jan 14, 2026
Planning Project LLC History New 7,136 764 0.19% — 972 +7,136 New Q4 2025 Feb 12, 2026
Accredited Investors Inc. History Added to 7,129 763 0.04% 0.04% 973 +123 1.76% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History No change 7,080 760 0.01% 0.01% 974 0 0.0% Q4 2025 Jan 26, 2026
Operose Advisors LLC History Added to 7,093 759 0.18% 0.12% 975 +2,587 57.41% Q4 2025 Feb 10, 2026
Altiora Financial Group, LLC History Added to 7,071 757 0.13% 0.14% 976 +25 0.35% Q4 2025 Feb 12, 2026
Flaharty Asset Management, LLC History Added to 7,037 753 0.09% 0.09% 977 +22 0.31% Q4 2025 Feb 06, 2026
Apex Wealth Management, LLC History Reduced 6,991 752 0.76% 1.18% 978 -8,566 -55.06% Q4 2025 Jan 26, 2026
Alta Wealth Advisors LLC History Added to 7,020 751 0.25% 0.21% 979 +1,579 29.02% Q4 2025 Feb 03, 2026
Summit Financial Wealth Advisors, LLC History No change 6,982 747 0.11% 0.11% 980 0 0.0% Q4 2025 Jan 27, 2026
STEVENS CAPITAL PARTNERS History Added to 6,971 746 0.2% 0.22% 981 +73 1.06% Q4 2025 Jan 27, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 6,954 744 0.32% 0.32% 982 -4 -0.06% Q4 2025 Jan 14, 2026
Syntegra Private Wealth Group, LLC History Reduced 6,929 742 0.07% 0.07% 983 -207 -2.9% Q4 2025 Feb 10, 2026
FF Advisors,LLC History No change 6,913 740 0.33% 0.35% 984 0 0.0% Q4 2025 Feb 13, 2026
Cogent Private Wealth, Inc. History New 6,900 739 0.56% — 985 +6,900 New Q4 2025 Feb 10, 2026
Nilsine Partners, LLC History Reduced 6,892 738 0.06% 0.08% 986 -1,900 -21.61% Q4 2025 Jan 15, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 6,881 737 0.08% 0.09% 987 -911 -11.69% Q4 2025 Jan 20, 2026
Ransom Advisory, Ltd History New 6,843 732 0.29% — 988 +6,843 New Q4 2025 Jan 06, 2026
Financial Sense Advisors, Inc. History Added to 6,824 730 0.13% 0.12% 989 +97 1.44% Q4 2025 Feb 13, 2026
Rock Point Advisors, LLC History Reduced 6,811 729 0.18% 0.2% 990 -125 -1.8% Q4 2025 Feb 04, 2026
Valtrion Capital Management, LLC History Reduced 6,807 729 0.73% 0.79% 991 -65 -0.95% Q4 2025 Feb 11, 2026
EHRLICH FINANCIAL GROUP History Reduced 6,800 728 0.41% 0.5% 992 -1,080 -13.71% Q4 2025 Jan 06, 2026
MorganRosel Wealth Management, LLC History Reduced 6,782 726 0.18% 0.19% 993 -94 -1.37% Q4 2025 Feb 13, 2026
Wellspring Financial Advisors, LLC History Reduced 6,737 721 0.06% 0.04% 994 -51,735 -88.48% Q4 2025 Feb 11, 2026
Annex Advisory Services, LLC History Added to 6,730 720 0.01% 0.01% 995 +1,593 31.01% Q4 2025 Jan 26, 2026
KEYVANTAGE WEALTH, LLC History Reduced 6,703 717 0.31% 0.3% 996 -74 -1.09% Q4 2025 Feb 10, 2026
Tradition Wealth Management, LLC History Added to 6,670 714 0.05% 0.04% 997 +1,469 28.24% Q4 2025 Feb 11, 2026
Bonfire Financial History Added to 6,663 713 0.53% 0.53% 998 +185 2.86% Q4 2025 Jan 27, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 6,643 711 0.21% 0.21% 999 0 0.0% Q4 2025 Feb 11, 2026
Discipline Wealth Solutions, LLC History Reduced 6,575 704 0.13% 0.2% 1001 -560 -7.85% Q4 2025 Jan 26, 2026
SMITH, MOORE & CO. History Added to 6,574 704 0.05% 0.05% 1000 +43 0.66% Q4 2025 Jan 23, 2026
Keenan, LLC History New 6,559 702 0.62% — 1002 +6,559 New Q4 2025 Mar 04, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 6,549 701 0.23% 0.08% 1003 +4,444 211.12% Q4 2025 Jan 15, 2026
Vavra Capital Management, LLC History New 6,517 698 0.69% — 1004 +6,517 New Q4 2025 Jan 22, 2026
CRUX WEALTH ADVISORS History Added to 6,478 693 0.26% 0.26% 1005 +412 6.79% Q4 2025 Jan 21, 2026
LifeGoal Investments, LLC History Added to 6,459 691 0.46% 0.48% 1006 +976 17.8% Q4 2025 Jan 15, 2026
NBC SECURITIES, INC. History Reduced 6,447 690 0.05% 0.06% 1007 -1,313 -16.92% Q4 2025 Jan 29, 2026
Kohmann Bosshard Financial Services, LLC History New 6,438 689 0.06% — 1008 +6,438 New Q4 2025 Jan 30, 2026
EWA, LLC History Added to 6,373 682 0.17% 0.12% 1009 +2,367 59.09% Q4 2025 Feb 03, 2026
Pitcairn Wealth Advisors LLC History New 6,293 674 0.06% — 1011 +6,293 New Q4 2025 Feb 13, 2026
Columbia River Financial Group, LLC History Added to 6,300 674 0.41% 0.41% 1010 +115 1.86% Q4 2025 Feb 12, 2026
ARRIEN INVESTMENTS, INC. History No change 6,283 672 0.38% 0.39% 1012 0 0.0% Q4 2025 Jan 30, 2026
Peregrine Asset Advisers, Inc. History Reduced 6,239 668 0.19% 0.23% 1013 -986 -13.65% Q4 2025 Feb 02, 2026
ArborFi Advisors, LLC History Added to 6,228 667 0.54% 0.48% 1015 +692 12.5% Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History No change 6,201 667 0.07% 0.07% 1014 0 0.0% Q4 2025 Jan 12, 2026
Winthrop Advisory Group LLC History Reduced 6,222 666 0.06% 0.06% 1016 -70 -1.11% Q4 2025 Jan 21, 2026
Greykasell Wealth Strategies, Inc. History Reduced 6,217 665 0.26% 0.36% 1017 -1,791 -22.37% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 6,207 664 0.17% — 1018 +6,207 New Q4 2025 Feb 17, 2026
Tassel Capital Management, Inc. History Added to 6,184 662 0.4% 0.42% 1019 +32 0.52% Q4 2025 Feb 13, 2026
Stewardship Advisors, LLC History Added to 6,167 660 0.15% 0.15% 1020 +357 6.14% Q4 2025 Jan 15, 2026
Goodman Advisory Group, LLC History Added to 6,132 656 0.16% 0.1% 1021 +2,317 60.73% Q4 2025 Feb 11, 2026
Wagner Wealth Management, Corp History New 6,119 655 0.65% — 1022 +6,119 New Q4 2025 Feb 12, 2026
ELEVATE WEALTH ADVISORY, INC History No change 6,103 653 0.45% 0.47% 1023 0 0.0% Q4 2025 Jan 27, 2026
Smith Thornton Advisors LLC History No change 6,095 652 0.33% 0.34% 1024 0 0.0% Q4 2025 Jan 14, 2026
1ST SOURCE BANK History No change 6,060 649 0.03% 0.03% 1025 0 0.0% Q4 2025 Feb 05, 2026
Montecito Bank & Trust History No change 6,060 649 0.1% 0.1% 1026 0 0.0% Q4 2025 Jan 09, 2026
Obermeyer Wealth Partners History Added to 6,035 646 0.03% 0.03% 1027 +853 16.46% Q4 2025 Jan 29, 2026
Everest Management Corp. History No change 6,015 644 0.36% 0.41% 1028 0 0.0% Q4 2025 Feb 02, 2026
Values Added Financial LLC History No change 6,001 642 0.27% 0.28% 1029 0 0.0% Q4 2025 Jan 16, 2026
INTEGRITY ALLIANCE, LLC. History Added to 5,986 641 0.02% 0.02% 1030 +2,766 85.9% Q4 2025 Feb 09, 2026
Shotwell Rutter Baer Inc History Reduced 5,944 639 0.38% 0.48% 1031 -1,079 -15.36% Q4 2025 Jan 12, 2026
Total Clarity Wealth Management, Inc. History New 5,943 636 0.15% — 1032 +5,943 New Q4 2025 Feb 02, 2026
Trivium Point Advisory, LLC History Reduced 5,910 633 0.06% 0.07% 1034 -668 -10.16% Q4 2025 Jan 26, 2026
CFO4Life Group, LLC History No change 5,912 633 0.09% 0.09% 1033 0 0.0% Q4 2025 Feb 06, 2026
MSH Capital Advisors LLC History No change 5,902 632 0.14% 0.17% 1035 0 0.0% Q4 2025 Feb 09, 2026
Aspen Wealth Strategies, LLC History Added to 5,899 631 0.35% 0.31% 1036 +673 12.88% Q4 2025 Jan 28, 2026
Eley Financial Management, Inc History Reduced 5,883 630 0.23% 0.28% 1038 -1,338 -18.53% Q4 2025 Feb 12, 2026
Wiser Wealth Management, Inc History Reduced 5,885 630 0.14% 0.14% 1037 -68 -1.14% Q4 2025 Jan 12, 2026
JIM SAULNIER & ASSOCIATES, LLC History Reduced 5,830 624 0.32% 0.35% 1039 -12 -0.21% Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History Reduced 5,812 622 0.15% 0.16% 1040 -72 -1.22% Q4 2025 Jan 12, 2026
NewSquare Capital LLC History Reduced 5,804 621 0.05% 0.41% 1041 -50,700 -89.73% Q4 2025 Feb 17, 2026
Impact Investors, Inc History Added to 5,807 621 0.43% 0.38% 1042 +387 7.14% Q4 2025 Jan 21, 2026
Wealthstar Advisors, LLC History Reduced 5,754 616 0.27% 0.51% 1043 -6,328 -52.38% Q4 2025 Jan 30, 2026
SAPIENT CAPITAL LLC History New 5,740 614 0.01% — 1044 +5,740 New Q4 2025 Feb 05, 2026
RAM Investment Partners, LLC History Added to 5,732 613 0.11% 0.11% 1045 +382 7.14% Q4 2025 Feb 12, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Reduced 5,692 613 0.37% 0.37% 1046 -63 -1.09% Q4 2025 Feb 13, 2026
Friday Financial History Added to 5,720 612 0.22% 0.15% 1048 +2,419 73.28% Q4 2025 Jan 09, 2026
Seascape Capital Management History Added to 5,710 612 0.17% 0.17% 1047 +175 3.16% Q4 2025 Jan 21, 2026
Quadrant Private Wealth Management, LLC History New 5,696 610 0.1% — 1049 +5,696 New Q4 2025 Jan 26, 2026
BDFS Capital LLC History New 5,663 606 0.31% — 1050 +5,663 New Q4 2025 Feb 26, 2026
Haverford Trust Co History Reduced 5,654 605 0.01% 0.01% 1051 -46 -0.81% Q4 2025 Feb 13, 2026
Heritage Wealth Advisors History New 5,648 604 0.02% — 1052 +5,648 New Q4 2025 Feb 13, 2026
Clear Creek Financial Management, LLC History Added to 5,638 603 0.05% 0.05% 1053 +76 1.37% Q4 2025 Jan 23, 2026
Stratos Investment Management, LLC History Added to 5,618 601 0.02% 0.02% 1054 +1,189 26.85% Q4 2025 Jan 20, 2026
Geneos Wealth Management Inc. History Added to 5,616 601 0.01% 0.01% 1055 +101 1.83% Q4 2025 Jan 28, 2026
HB Wealth Management, LLC History Reduced 5,588 598 0.0% 0.01% 1056 -2,433 -30.33% Q4 2025 Jan 28, 2026
Clarion Wealth Managment Partners, LLC History Reduced 5,590 598 0.55% 0.59% 1057 -3 -0.05% Q4 2025 Feb 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 5,570 596 0.05% 0.06% 1058 -2,280 -29.04% Q4 2025 Jan 23, 2026
SUTTON PLACE INVESTORS LLC History Reduced 5,545 593 0.33% 0.36% 1059 -329 -5.6% Q4 2025 Jan 21, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 5,526 592 0.13% 0.15% 1060 0 0.0% Q4 2025 Feb 04, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 5,524 591 0.22% 0.22% 1062 +261 4.96% Q4 2025 Jan 08, 2026
NICOLET BANKSHARES INC History No change 5,527 591 0.09% 0.09% 1061 0 0.0% Q4 2025 Feb 09, 2026
Uptown Financial Advisors LLC History No change 5,518 591 0.42% 0.48% 1063 0 0.0% Q4 2025 Jan 23, 2026
Pallas Capital Advisors LLC History Added to 5,513 590 0.02% 0.02% 1064 +162 3.03% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Added to 5,461 584 0.0% 0.0% 1065 +820 17.67% Q4 2025 Jan 29, 2026
McKinley Carter Wealth Services, Inc. History Reduced 5,458 584 0.03% 0.03% 1066 -270 -4.71% Q4 2025 Feb 06, 2026
Unify Financial Advisors History New 5,430 581 0.61% — 1067 +5,430 New Q4 2025 Apr 08, 2026
Cadent Capital Advisors, LLC History Added to 5,415 579 0.15% 0.15% 1068 +58 1.08% Q4 2025 Jan 13, 2026
High Net Worth Advisory Group LLC History No change 5,402 578 0.13% 0.14% 1069 0 0.0% Q4 2025 Jan 23, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 5,391 577 0.14% 0.14% 1070 -402 -6.94% Q4 2025 Feb 06, 2026
Gambit Capital Management, LLC History New 5,383 576 0.41% — 1072 +5,383 New Q4 2025 Feb 06, 2026
GEM Asset Management, LLC History Added to 5,355 576 0.26% 0.26% 1071 +219 4.26% Q4 2025 Jan 09, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 5,370 575 0.3% 0.29% 1073 -922 -14.65% Q4 2025 Feb 12, 2026
Vantage Financial Partners, LLC History Added to 5,366 574 0.12% 0.11% 1074 +299 5.9% Q4 2025 Feb 03, 2026
Advocacy Wealth Management, LLC History Reduced 5,336 571 0.02% 0.04% 1075 -3,891 -42.17% Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 5,279 565 0.11% 0.11% 1077 +156 3.05% Q4 2025 Jan 12, 2026
NBT BANK N A /NY History No change 5,280 565 0.04% 0.04% 1076 0 0.0% Q4 2025 Jan 23, 2026
DAVIDSON TRUST CO History Added to 5,162 552 0.23% 0.22% 1078 +162 3.24% Q4 2025 Jan 27, 2026
Aegis Wealth Management, Inc. History New 5,149 551 0.43% — 1079 +5,149 New Q4 2025 Feb 05, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 5,138 550 0.04% 0.04% 1080 -51 -0.98% Q4 2025 Jan 20, 2026
West Wealth Group, LLC History Reduced 5,128 549 0.11% 0.13% 1081 -142 -2.69% Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 5,123 548 0.04% — 1083 +5,123 New Q4 2025 Feb 12, 2026
Continuum Advisory, LLC History Reduced 5,120 548 0.05% 0.06% 1082 -500 -8.9% Q4 2025 Feb 11, 2026
GRANDFIELD & DODD, LLC History No change 5,115 547 0.03% 0.03% 1084 0 0.0% Q4 2025 Feb 10, 2026
Provenance Wealth Advisors, LLC History Added to 5,086 544 0.06% 0.05% 1085 +1,121 28.27% Q4 2025 Jan 26, 2026
Advance Capital Management, Inc. History Added to 5,078 543 0.02% 0.02% 1086 +1,058 26.32% Q4 2025 Jan 06, 2026
Fullerton Advisors, LLC History New 5,010 536 0.54% — 1088 +5,010 New Q4 2025 Feb 02, 2026
STRATEGY ASSET MANAGERS LLC History New 5,008 536 0.09% — 1087 +5,008 New Q4 2025 Feb 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 5,000 535 0.12% 0.12% 1089 0 0.0% Q4 2025 Feb 11, 2026
Hummer Financial Advisory Services Inc History No change 5,000 535 0.38% 0.39% 1090 0 0.0% Q4 2025 Jan 12, 2026
BEACON FINANCIAL GROUP History New 4,951 530 0.05% — 1091 +4,951 New Q4 2025 Apr 01, 2026
DUTCH ASSET Corp History New 4,950 530 0.41% — 1092 +4,950 New Q4 2025 Mar 11, 2026
OLIO Financial Planning History No change 4,936 528 0.15% 0.15% 1093 0 0.0% Q4 2025 Jan 21, 2026
GeoWealth Management, LLC History Added to 4,929 527 0.02% 0.02% 1094 +51 1.05% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 4,899 524 0.04% 0.05% 1096 +1 0.02% Q4 2025 Feb 12, 2026
Evolution Wealth Advisors, LLC History No change 4,897 524 0.05% 0.07% 1095 0 0.0% Q4 2025 Jan 12, 2026
Covestor Ltd History Added to 4,882 523 0.27% 0.26% 1097 +490 11.16% Q4 2025 Feb 06, 2026
Acorn Wealth Advisors, LLC History Added to 4,867 521 0.16% 0.15% 1098 +331 7.3% Q4 2025 Feb 10, 2026
WPG Advisers, LLC History Added to 4,865 521 0.39% 0.38% 1099 +291 6.36% Q4 2025 Jan 28, 2026
Empower Advisory Group, LLC History Added to 4,862 520 0.0% 0.0% 1100 +1,165 31.51% Q4 2025 Feb 12, 2026
Leisure Capital Management History Added to 4,838 518 0.17% 0.11% 1101 +1,727 55.51% Q4 2025 Jan 27, 2026
Investment Advisory Group, LLC History New 4,802 514 0.13% — 1102 +4,802 New Q4 2025 Jan 23, 2026
M3 Wealth Management, LLC History New 4,793 513 0.41% — 1105 +4,793 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Added to 4,793 513 0.41% 0.28% 1104 +1,926 67.18% Q4 2025 Feb 09, 2026
Braun-Bostich & Associates Inc. History Reduced 4,798 513 0.32% 0.32% 1103 -11 -0.23% Q4 2025 Jan 14, 2026
Cassilly Financial Group LLC History New 4,771 511 0.45% — 1106 +4,771 New Q4 2025 Jan 15, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 4,769 510 0.03% 0.03% 1107 +300 6.71% Q4 2025 Jan 22, 2026
Blue Chip Partners, LLC History Added to 4,760 509 0.04% 0.04% 1108 +50 1.06% Q4 2025 Feb 18, 2026
Chesapeake Wealth Management History Added to 4,750 508 0.15% 0.15% 1109 +125 2.7% Q4 2025 Feb 03, 2026
Capital Asset Managemnet, LLC History New 4,725 506 0.56% — 1110 +4,725 New Q4 2025 Apr 07, 2026
Sandbox Financial Partners, LLC History Added to 4,722 505 0.14% 0.13% 1111 +326 7.42% Q4 2025 Jan 07, 2026
Kane Co Wealth Management, Inc. History New 4,700 503 0.44% — 1113 +4,700 New Q4 2025 Feb 05, 2026
Networth Advisors, LLC History New 4,699 503 0.37% — 1112 +4,699 New Q4 2025 Jan 22, 2026
Asset Allocation Strategies LLC History Added to 4,696 502 0.09% 0.1% 1114 +2 0.04% Q4 2025 Feb 13, 2026
Centennial Advisors, LLC History New 4,687 501 0.65% — 1115 +4,687 New Q4 2025 Jan 22, 2026
Sage Mountain Advisors LLC History Added to 4,670 500 0.03% 0.03% 1117 +153 3.39% Q4 2025 Jan 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 4,668 500 0.01% 0.01% 1116 +64 1.39% Q4 2025 Feb 06, 2026
Able Wealth Management LLC History Added to 4,658 498 0.16% 0.16% 1118 +593 14.59% Q4 2025 Jan 27, 2026
NorthRock Partners, LLC History Added to 4,648 497 0.01% 0.01% 1119 +1,699 57.61% Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 4,635 496 0.06% 0.06% 1120 0 0.0% Q4 2025 Feb 17, 2026
Integrated Investment Consultants, LLC History Added to 4,567 489 0.1% 0.08% 1121 +94 2.1% Q4 2025 Mar 03, 2026
NVWM, LLC History Reduced 4,568 489 0.11% 0.11% 1122 -23 -0.5% Q4 2025 Jan 20, 2026
Heritage Financial Services, LLC History Added to 4,572 489 0.04% 0.04% 1123 +5 0.11% Q4 2025 Feb 02, 2026
BridgePort Financial Solutions, LLC History No change 4,566 489 0.13% 0.13% 1124 0 0.0% Q4 2025 Jan 16, 2026
Oregon Pacific Wealth Management, LLC History Added to 4,563 488 0.5% 0.24% 1125 +1,936 73.7% Q4 2025 Jan 16, 2026
Westshore Wealth, LLC History Reduced 4,537 485 0.16% 0.18% 1126 -521 -10.3% Q4 2025 Feb 25, 2026
TCP Asset Management, LLC History Reduced 4,526 484 0.08% 0.11% 1127 -1,095 -19.48% Q4 2025 Jan 07, 2026
Fairway Wealth LLC History Reduced 4,521 484 0.13% 0.14% 1128 -239 -5.02% Q4 2025 Jan 28, 2026
PGIM Custom Harvest LLC History Added to 4,510 483 0.01% 0.01% 1129 +216 5.03% Q4 2025 Feb 17, 2026
Cannon Wealth Management Services, LLC History Added to 4,514 483 0.34% 0.36% 1130 +88 1.99% Q4 2025 Jan 27, 2026
Paulson Wealth Management Inc. History Reduced 4,485 480 0.11% 0.15% 1131 -1,576 -26.0% Q4 2025 Feb 05, 2026
Canandaigua National Trust Co of Florida History Added to 4,469 478 0.3% 0.37% 1132 +50 1.13% Q4 2025 Jan 30, 2026
EVOKE WEALTH, LLC History No change 4,465 478 0.01% 0.01% 1133 0 0.0% Q4 2025 Feb 06, 2026
FOCUS Wealth Advisors, LLC History No change 4,466 478 0.22% 0.23% 1134 0 0.0% Q4 2025 Jan 09, 2026
SWMG, LLC History Reduced 4,414 475 0.13% 0.15% 1135 -149 -3.27% Q4 2025 Feb 10, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 4,434 474 0.02% 0.02% 1136 0 0.0% Q4 2025 Feb 03, 2026
Busey Bank History No change 4,429 474 0.01% 0.01% 1137 0 0.0% Q4 2025 Jan 27, 2026
Intrua Financial, LLC History No change 4,411 472 0.05% 0.05% 1138 0 0.0% Q4 2025 Feb 05, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 4,400 471 0.01% 0.01% 1140 -1,477 -25.13% Q4 2025 Jan 28, 2026
Wealth Management Nebraska History Reduced 4,406 471 0.05% 0.07% 1141 -1,320 -23.05% Q4 2025 Jan 28, 2026
Rye Brook Capital LLC History No change 4,400 471 0.44% 0.24% 1139 0 0.0% Q4 2025 Jan 27, 2026
Occidental Asset Management, LLC History Added to 4,394 470 0.06% 0.03% 1142 +2,500 132.0% Q4 2025 Jan 08, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 4,389 470 0.12% 0.14% 1143 +39 0.9% Q4 2025 Jan 12, 2026
CAPSTONE CAPITAL LLC History Reduced 4,370 468 0.3% 0.33% 1144 -253 -5.47% Q4 2025 Jan 22, 2026
Erickson Financial Group, LLC History Added to 4,368 467 0.29% 0.22% 1145 +1,110 34.07% Q4 2025 Jan 21, 2026
FARMERS TRUST CO History No change 4,332 464 0.08% 0.08% 1146 0 0.0% Q4 2025 Jan 06, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 4,323 463 0.07% 0.07% 1147 +300 7.46% Q4 2025 Feb 05, 2026
HM PAYSON & CO History No change 4,312 461 0.01% 0.01% 1148 0 0.0% Q4 2025 Feb 12, 2026
EPG Wealth Management LLC History No change 4,300 460 0.12% 0.13% 1149 0 0.0% Q4 2025 Jan 28, 2026
WealthBridge Capital Management, LLC History Added to 4,288 459 0.1% 0.1% 1150 +389 9.98% Q4 2025 Jan 21, 2026
XML Financial, LLC History Added to 4,282 458 0.04% 0.04% 1151 +44 1.04% Q4 2025 Feb 11, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 4,277 458 0.06% 0.07% 1152 0 0.0% Q4 2025 Feb 13, 2026
Bouchey Financial Group Ltd History New 4,263 456 0.03% — 1153 +4,263 New Q4 2025 Jan 16, 2026
Atlas Brown,Inc. History Reduced 4,244 454 0.13% 0.14% 1154 -68 -1.58% Q4 2025 Jan 09, 2026
NorthStar Asset Management LLC /NJ/ History Added to 4,245 454 0.2% 0.22% 1156 +19 0.45% Q4 2025 Feb 10, 2026
Riverwater Partners LLC History No change 4,242 454 0.18% 0.19% 1155 0 0.0% Q4 2025 Feb 12, 2026
NTV ASSET MANAGEMENT LLC History Reduced 4,199 449 0.05% 0.05% 1157 -1 -0.02% Q4 2025 Jan 20, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 4,180 447 0.38% — 1160 +4,180 New Q4 2025 Jan 20, 2026
Covenant Asset Management, LLC History Added to 4,174 447 0.05% 0.05% 1158 +200 5.03% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,178 447 0.05% 0.05% 1159 0 0.0% Q4 2025 Feb 13, 2026
Summit Wealth Partners, LLC History Added to 4,171 446 0.08% 0.06% 1161 +971 30.34% Q4 2025 Jan 27, 2026
Atlas Legacy Advisors, LLC History Reduced 4,156 445 0.08% 0.09% 1162 -107 -2.51% Q4 2025 Jan 29, 2026
Coastal Bridge Advisors, LLC History Added to 4,129 442 0.03% 0.03% 1163 +71 1.75% Q4 2025 Feb 18, 2026
Iowa State Bank History No change 4,126 441 0.08% 0.08% 1164 0 0.0% Q4 2025 Jan 06, 2026
Ballast Rock Private Wealth LLC History New 4,106 439 0.27% — 1166 +4,106 New Q4 2025 Feb 04, 2026
Wise Wealth Partners History Reduced 4,104 439 0.63% 0.67% 1165 -42 -1.01% Q4 2025 Jan 29, 2026
ORG Wealth Partners, LLC History Added to 4,055 434 0.1% 0.09% 1167 +19 0.47% Q4 2025 Jan 14, 2026
Evanson Asset Management, LLC History Added to 4,048 433 0.02% 0.01% 1169 +1,723 74.11% Q4 2025 Jan 12, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 4,045 433 0.0% 0.0% 1168 0 0.0% Q4 2025 Jan 15, 2026
Magnolia Private Wealth, LLC History New 4,029 431 0.3% — 1171 +4,029 New Q4 2025 Feb 06, 2026
American Financial Advisors, LLC History Reduced 4,032 431 0.06% 0.06% 1170 -58 -1.42% Q4 2025 Feb 03, 2026
CALTON & ASSOCIATES, INC. History Reduced 4,020 430 0.06% 0.08% 1172 -1,085 -21.25% Q4 2025 Feb 10, 2026
Diligent Investors, LLC History Reduced 4,007 429 0.11% 0.13% 1173 -652 -13.99% Q4 2025 Jan 23, 2026
Bigelow Investment Advisors, LLC History Reduced 3,994 427 0.17% 0.18% 1175 -205 -4.88% Q4 2025 Jan 28, 2026
Summit Global Investments History Added to 3,986 427 0.03% 0.02% 1174 +129 3.34% Q4 2025 Feb 18, 2026
EverSource Wealth Advisors, LLC History Reduced 3,929 420 0.02% 0.03% 1176 -3,572 -47.62% Q4 2025 Feb 06, 2026
ZACKS INVESTMENT MANAGEMENT History New 3,916 419 0.0% — 1177 +3,916 New Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History Reduced 3,913 419 0.07% 0.09% 1178 -1,006 -20.45% Q4 2025 Feb 02, 2026
Charter Oak Capital Management, LLC History Added to 3,911 418 0.03% 0.03% 1179 +288 7.95% Q4 2025 Jan 23, 2026
Kagan Cocozza Asset Management History Reduced 3,885 416 0.3% 0.59% 1180 -3,485 -47.29% Q4 2025 Jan 23, 2026
Insight Advisors, LLC/ PA History Reduced 3,876 415 0.06% 0.06% 1181 -63 -1.6% Q4 2025 Feb 11, 2026
Allodium Investment Consultants, LLC History Added to 3,871 414 0.21% 0.22% 1184 +254 7.02% Q4 2025 Jan 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 3,871 414 0.05% 0.05% 1182 +38 0.99% Q4 2025 Jan 26, 2026
Hilltop National Bank History Reduced 3,867 414 0.1% 0.1% 1183 -17 -0.44% Q4 2025 Jan 07, 2026
Park Place Capital Corp History Reduced 3,850 412 0.09% 0.11% 1185 -970 -20.12% Q4 2025 Jan 09, 2026
Transcendent Capital Group LLC History Added to 3,843 411 0.19% 0.16% 1187 +381 11.01% Q4 2025 Jan 26, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 3,845 411 0.24% 0.26% 1186 0 0.0% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 3,821 409 0.0% 0.0% 1188 +595 18.44% Q4 2025 Feb 17, 2026
Kesler, Norman & Wride, LLC History New 3,803 407 0.07% — 1189 +3,803 New Q4 2025 Feb 10, 2026
Maple Capital Management, Inc. History Reduced 3,787 405 0.03% 0.04% 1190 -1,533 -28.82% Q4 2025 Feb 03, 2026
Helium Advisors LLC History Reduced 3,788 405 0.41% 0.37% 1194 -330 -8.01% Q4 2025 Feb 12, 2026
WEALTHGARDEN F.S. LLC History Reduced 3,768 405 0.27% 0.31% 1192 -229 -5.73% Q4 2025 Feb 11, 2026
Stablepoint Partners, LLC History Reduced 3,782 405 0.06% 0.07% 1191 -163 -4.13% Q4 2025 Jan 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 3,786 405 0.11% 0.12% 1193 +131 3.58% Q4 2025 Feb 10, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 3,776 404 0.01% 0.01% 1195 -893 -19.13% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History No change 3,779 404 0.05% 0.05% 1196 0 0.0% Q4 2025 Feb 12, 2026
BlueStem Wealth Partners, LLC History Reduced 3,764 403 0.04% 0.05% 1197 -261 -6.48% Q4 2025 Feb 06, 2026
Altus Wealth Management, LLC History Added to 3,756 402 0.17% 0.18% 1198 +1 0.03% Q4 2025 Jan 22, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 3,750 401 0.15% — 1199 +3,750 New Q4 2025 Jan 27, 2026
VALLEY NATIONAL ADVISERS INC History Added to 3,733 399 0.06% 0.06% 1200 +4 0.11% Q4 2025 Jan 23, 2026
AIFG Consultants Ltd. History Reduced 3,722 398 0.68% 0.73% 1202 -165 -4.24% Q4 2025 Feb 04, 2026
Wealth Alliance Advisory Group, LLC History No change 3,716 398 0.07% 0.07% 1201 0 0.0% Q4 2025 Jan 29, 2026
IFC Advisors LLC History No change 3,717 398 0.06% 0.07% 1203 0 0.0% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,715 397 0.01% — 1204 +3,715 New Q4 2025 Feb 13, 2026
EASTERN BANK History No change 3,713 397 0.01% 0.01% 1205 0 0.0% Q4 2025 Jan 14, 2026
Sandy Cove Advisors, LLC History Added to 3,689 395 0.12% 0.1% 1206 +670 22.19% Q4 2025 Feb 09, 2026
Hiley Hunt Wealth Management History Added to 3,695 395 0.18% 0.18% 1207 +18 0.49% Q4 2025 Jan 06, 2026
Heritage Wealth Management, Inc. /CA/ History No change 3,682 394 0.25% 0.26% 1208 0 0.0% Q4 2025 Feb 04, 2026
FreeGulliver LLC History Reduced 3,673 393 0.14% 0.18% 1209 -27 -0.73% Q4 2025 Feb 12, 2026
Journey Advisory Group, LLC History Added to 3,680 392 0.03% 0.02% 1210 +1,603 77.18% Q4 2025 Jan 27, 2026
NCM Capital Management, LLC History Reduced 3,669 392 0.15% 0.17% 1211 -394 -9.7% Q4 2025 Mar 02, 2026
Cherry Tree Wealth Management, LLC History Reduced 3,668 392 0.08% 0.09% 1212 -9 -0.24% Q4 2025 Feb 10, 2026
Objective Capital Management, LLC History Added to 3,650 390 0.4% 0.39% 1213 +100 2.82% Q4 2025 Feb 04, 2026
Onyx Bridge Wealth Group LLC History New 3,632 389 0.04% — 1214 +3,632 New Q4 2025 Feb 18, 2026
Anson Capital, Inc. History Added to 3,634 389 0.28% 0.29% 1215 +1 0.03% Q4 2025 Feb 04, 2026
Welch Group, LLC History New 3,629 388 0.01% — 1216 +3,629 New Q4 2025 Jan 26, 2026
Cooper Financial Group History Added to 3,615 387 0.04% 0.04% 1217 +9 0.25% Q4 2025 Jan 08, 2026
COLUMBIA ADVISORY PARTNERS LLC History Added to 3,555 380 0.26% 0.25% 1218 +156 4.59% Q4 2025 Jan 22, 2026
Evensky & Katz LLC History Added to 3,517 377 0.02% 0.01% 1219 +1,239 54.39% Q4 2025 Feb 05, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 3,522 377 0.19% 0.2% 1220 0 0.0% Q4 2025 Jan 14, 2026
Center for Financial Planning, Inc. History No change 3,521 377 0.04% 0.04% 1221 0 0.0% Q4 2025 Feb 05, 2026
Intergy Private Wealth, LLC History Added to 3,519 376 0.11% 0.08% 1223 +1,228 53.6% Q4 2025 Jan 22, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 3,517 376 0.01% 0.01% 1222 +140 4.15% Q4 2025 Feb 03, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 3,500 374 0.19% 0.19% 1224 +150 4.48% Q4 2025 Feb 17, 2026
Cambridge Financial Group, LLC History Reduced 3,486 373 0.13% 0.23% 1226 -3,308 -48.69% Q4 2025 Jan 09, 2026
Chemistry Wealth Management LLC History No change 3,490 373 0.07% 0.07% 1225 0 0.0% Q4 2025 Jan 06, 2026
Elevated Financial Group LLC History New 3,472 371 0.13% — 1230 +3,472 New Q4 2025 Jan 29, 2026
BankPlus Wealth Management LLC History Reduced 3,472 371 0.2% 0.34% 1229 -2,012 -36.69% Q4 2025 Feb 04, 2026
Wescott Financial Advisory Group, LLC History Reduced 3,470 371 0.03% 0.04% 1227 -489 -12.35% Q4 2025 Feb 12, 2026
Valley Financial Group, Inc. History Added to 3,465 371 0.21% 0.2% 1228 +82 2.42% Q4 2025 Feb 18, 2026
URS Advisory LLC History New 3,462 370 0.31% — 1231 +3,462 New Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 3,453 369 0.02% 0.02% 1232 +546 18.78% Q4 2025 Feb 17, 2026
10Elms LLP History Reduced 3,450 369 0.34% 0.34% 1233 -100 -2.82% Q4 2025 Feb 13, 2026
Kropog Financial Group, LLC History Added to 3,446 369 0.29% 0.3% 1234 +15 0.44% Q4 2025 Feb 05, 2026
Old Peak Finance LLC History New 3,441 368 0.23% — 1236 +3,441 New Q4 2025 Feb 10, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 3,440 368 0.35% 0.34% 1235 +50 1.47% Q4 2025 Jan 27, 2026
Davis Wealth Advisors, LLC History New 3,431 367 0.31% — 1238 +3,431 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Reduced 3,430 367 0.01% 0.02% 1237 -412 -10.72% Q4 2025 Feb 17, 2026
Mountain Capital Investment Advisors Inc. History New 3,403 366 0.06% — 1239 +3,403 New Q4 2025 Jan 28, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 3,411 365 0.04% 0.14% 1240 -7,598 -69.02% Q4 2025 Feb 09, 2026
Lakeshore Capital Group, Inc. History Reduced 3,391 363 0.29% 0.32% 1243 -390 -10.31% Q4 2025 Jan 21, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 3,396 363 0.3% 0.29% 1242 +8 0.24% Q4 2025 Jan 20, 2026
Dynamic Wealth Strategies, LLC History No change 3,394 363 0.22% 0.24% 1241 0 0.0% Q4 2025 Feb 04, 2026
Palumbo Wealth Management LLC History New 3,387 362 0.09% — 1245 +3,387 New Q4 2025 Jan 21, 2026
ARWA LLC History New 3,381 362 0.21% — 1247 +3,381 New Q4 2025 Feb 27, 2026
Philip James Wealth Mangement, LLC History Reduced 3,388 362 0.04% 0.04% 1246 -125 -3.56% Q4 2025 Jan 20, 2026
WBH ADVISORY INC History No change 3,388 362 0.03% 0.03% 1244 0 0.0% Q4 2025 Jan 26, 2026
FLAGSTAR ADVISORS INC History New 3,379 361 0.12% — 1248 +3,379 New Q4 2025 Jan 13, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 3,363 360 0.14% 0.17% 1249 -92 -2.66% Q4 2025 Feb 17, 2026
Independent Wealth Network Inc. History Added to 3,356 359 0.11% 0.1% 1250 +352 11.72% Q4 2025 Jan 26, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 3,351 358 0.23% 0.19% 1251 -31 -0.92% Q4 2025 Feb 09, 2026
KENNEDY INVESTMENT GROUP History No change 3,351 358 0.14% 0.14% 1252 0 0.0% Q4 2025 Feb 06, 2026
EPIQ PARTNERS, LLC History Added to 3,340 357 0.17% 0.1% 1253 +1,340 67.0% Q4 2025 Jan 07, 2026
Forum Private Client Group LLC History Added to 3,339 357 0.12% 0.12% 1254 +234 7.54% Q4 2025 Feb 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 3,299 353 0.03% 0.03% 1255 +220 7.15% Q4 2025 Feb 09, 2026
Northwest Financial Advisors History Added to 3,288 352 0.72% 0.44% 1257 +47 1.45% Q4 2025 Jan 26, 2026
ROCKLAND TRUST CO History No change 3,294 352 0.01% 0.01% 1256 0 0.0% Q4 2025 Jan 15, 2026
Northland Capital Management LLC History No change 3,285 351 0.2% 0.2% 1258 0 0.0% Q4 2025 Jan 20, 2026
Broadview Financial Management, LLC History Reduced 3,273 350 0.23% 0.28% 1259 -644 -16.44% Q4 2025 Feb 13, 2026
Horst & Graben Wealth Management LLC History Added to 3,269 350 0.05% 0.05% 1260 +33 1.02% Q4 2025 Jan 27, 2026
CUMBERLAND ADVISORS INC History Added to 3,255 348 0.13% 0.13% 1261 +160 5.17% Q4 2025 Feb 02, 2026
Clear Retirement Advice LLC History New 3,217 346 0.27% — 1263 +3,217 New Q4 2025 Feb 24, 2026
Merkkuri Wealth Advisors LLC History Added to 3,236 346 0.24% 0.21% 1262 +572 21.47% Q4 2025 Jan 29, 2026
KFA Private Wealth Group, LLC History Added to 3,222 345 0.08% 0.1% 1264 +42 1.32% Q4 2025 Jan 07, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 3,218 344 0.15% 0.15% 1265 -147 -4.37% Q4 2025 Jan 22, 2026
Williams Jones Wealth Management, LLC. History Added to 3,207 343 0.0% 0.0% 1266 +507 18.78% Q4 2025 Feb 13, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 3,200 342 0.06% 0.05% 1267 +401 14.33% Q4 2025 Jan 28, 2026
Amplius Wealth Advisors, LLC History Added to 3,190 341 0.03% 0.03% 1268 +32 1.01% Q4 2025 Jan 12, 2026
Buck Wealth Strategies, LLC History New 3,176 340 0.04% — 1269 +3,176 New Q4 2025 Feb 03, 2026
DIVERSIFIED MANAGEMENT INC History New 3,170 339 0.08% — 1270 +3,170 New Q4 2025 Jan 26, 2026
Shepherd Street Advisors LLC History New 3,159 338 0.32% — 1271 +3,159 New Q4 2025 Feb 10, 2026
Impact Capital Partners LLC History Added to 3,137 336 0.1% 0.07% 1272 +1,074 52.06% Q4 2025 Jan 07, 2026
PAX Financial Group, LLC History Reduced 3,130 335 0.06% 0.07% 1273 -640 -16.98% Q4 2025 Feb 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 3,127 334 0.09% — 1274 +3,127 New Q4 2025 Feb 09, 2026
GENESIS PRIVATE WEALTH, LLC History New 3,112 333 0.1% — 1275 +3,112 New Q4 2025 Jan 08, 2026
BALLAST ADVISORS LLC History No change 3,075 329 0.09% 0.09% 1276 0 0.0% Q4 2025 Feb 03, 2026
Eaton Financial Holdings Company, LLC History No change 3,044 326 0.09% 0.09% 1277 0 0.0% Q4 2025 Feb 09, 2026
Next Level Private LLC History Added to 3,037 325 0.09% 0.09% 1278 +24 0.8% Q4 2025 Jan 07, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 3,032 324 0.0% 0.0% 1279 -29 -0.95% Q4 2025 Feb 02, 2026
Argent Trust Co History Reduced 2,997 321 0.01% 0.02% 1280 -1,090 -26.67% Q4 2025 Feb 10, 2026
Element Wealth, LLC History Added to 3,005 321 0.13% 0.13% 1281 +121 4.2% Q4 2025 Feb 13, 2026
Sovereign Financial Group, Inc. History Added to 2,994 320 0.06% 0.04% 1282 +930 45.06% Q4 2025 Jan 07, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,987 319 0.0% 0.0% 1283 +593 24.77% Q4 2025 Feb 17, 2026
Oakworth Capital, Inc. History Reduced 2,969 318 0.02% 0.03% 1284 -1,712 -36.57% Q4 2025 Jan 30, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 2,972 318 0.12% 0.11% 1285 0 0.0% Q4 2025 Jan 21, 2026
Allegheny Financial Group History Added to 2,964 317 0.05% 0.05% 1286 +392 15.24% Q4 2025 Feb 02, 2026
BBR PARTNERS, LLC History Added to 2,958 316 0.02% 0.02% 1287 +88 3.07% Q4 2025 Feb 11, 2026
Berger Financial Group, Inc History Reduced 2,949 315 0.02% 0.02% 1288 -842 -22.21% Q4 2025 Jan 27, 2026
5T Wealth, LLC History New 2,933 314 0.13% — 1289 +2,933 New Q4 2025 Jan 27, 2026
Cassady Wealth & Retirement Planning, LLC History New 2,920 312 0.2% — 1292 +2,920 New Q4 2025 Apr 02, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 2,915 312 0.05% 0.05% 1290 -158 -5.14% Q4 2025 Feb 03, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 2,916 312 0.1% 0.1% 1291 0 0.0% Q4 2025 Jan 22, 2026
Oxford Wealth Group, LLC History New 2,911 311 0.15% — 1294 +2,911 New Q4 2025 Feb 10, 2026
Advisory Resource Group History Reduced 2,909 311 0.05% 0.07% 1293 -578 -16.58% Q4 2025 Feb 12, 2026
Bank OZK History Added to 2,899 310 0.11% 0.1% 1295 +256 9.69% Q4 2025 Feb 17, 2026
Global Assets Advisory, LLC History Reduced 2,898 310 0.09% 0.09% 1296 -99 -3.3% Q4 2025 Feb 09, 2026
Oder Investment Management, LLC History Added to 2,885 309 0.22% 0.21% 1297 +104 3.74% Q4 2025 Feb 12, 2026
Downshift Financial, LLC History New 2,854 307 0.19% — 1298 +2,854 New Q4 2025 Mar 11, 2026
PATRON PARTNERS, LLC History Reduced 2,854 305 0.14% 0.15% 1299 -283 -9.02% Q4 2025 Feb 11, 2026
Unified Investment Management History No change 2,850 305 0.31% 0.3% 1300 0 0.0% Q4 2025 Feb 09, 2026
Relyea Zuckerberg Hanson LLC History Reduced 2,847 304 0.03% 0.03% 1301 -235 -7.62% Q4 2025 Jan 20, 2026
Evercore Wealth Management, LLC History Added to 2,830 303 0.0% 0.0% 1302 +767 37.18% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 2,838 303 0.04% 0.04% 1303 +4 0.14% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 2,828 302 0.03% 0.01% 1304 +1,939 218.11% Q4 2025 Feb 13, 2026
Heritage Family Offices, LLP History Added to 2,821 302 0.14% 0.13% 1305 +106 3.9% Q4 2025 Jan 12, 2026
Addison Capital Co History No change 2,816 301 0.08% 0.09% 1306 0 0.0% Q4 2025 Feb 02, 2026
CAMBIENT FAMILY OFFICE, LLC History New 2,808 300 0.04% — 1310 +2,808 New Q4 2025 Feb 20, 2026
Cushing Capital Partners, LLC History New 2,807 300 0.22% — 1309 +2,807 New Q4 2025 Jan 14, 2026
Shepherd Financial Partners LLC History Reduced 2,801 300 0.03% 0.03% 1308 -60 -2.1% Q4 2025 Feb 10, 2026
TRUE Private Wealth Advisors History No change 2,803 300 0.03% 0.03% 1307 0 0.0% Q4 2025 Feb 13, 2026
Core Wealth Management, Inc. History New 2,779 297 0.09% — 1311 +2,779 New Q4 2025 Jan 28, 2026
Graetz Wealth LLC History New 2,776 297 0.27% — 1312 +2,776 New Q4 2025 Feb 12, 2026
55 North Private Wealth, LLC History New 2,772 296 0.08% — 1318 +2,772 New Q4 2025 Jan 27, 2026
Williams & Novak, LLC History New 2,770 296 0.22% — 1317 +2,770 New Q4 2025 Feb 05, 2026
Aprio Wealth Management, LLC History Added to 2,771 296 0.02% 0.03% 1315 +3 0.11% Q4 2025 Jan 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,772 296 0.02% 0.02% 1313 0 0.0% Q4 2025 Jan 13, 2026
Whitegate Investment Counselors, Inc. History No change 2,765 296 0.09% 0.1% 1314 0 0.0% Q4 2025 Feb 10, 2026
Conrad Siegel Investment Advisors, Inc. History No change 2,764 296 0.06% 0.06% 1316 0 0.0% Q4 2025 Jan 14, 2026
StrongBox Wealth, LLC History No change 2,759 295 0.1% 0.1% 1319 0 0.0% Q4 2025 Jan 21, 2026
Axis Wealth Partners, LLC History Added to 2,745 294 0.16% 0.17% 1320 +73 2.73% Q4 2025 Jan 30, 2026
LaSalle St. Investment Advisors, LLC History Added to 2,742 293 0.05% 0.05% 1323 +100 3.79% Q4 2025 Feb 17, 2026
Lee Financial Co History Added to 2,737 293 0.04% 0.04% 1321 +3 0.11% Q4 2025 Jan 22, 2026
BLODGETT WEALTH ADVISORS, LLC History No change 2,739 293 0.2% 0.2% 1322 0 0.0% Q4 2025 Jan 29, 2026
Opal Wealth Advisors, LLC History New 2,727 292 0.08% — 1324 +2,727 New Q4 2025 Jan 26, 2026
OMNI 360 Wealth, Inc. History Added to 2,717 292 0.15% 0.14% 1326 +367 15.62% Q4 2025 Jan 29, 2026
Gallacher Capital Management LLC History Reduced 2,729 292 0.11% 0.12% 1325 -42 -1.52% Q4 2025 Feb 03, 2026
PKS Advisory Services, LLC History Reduced 2,723 291 0.07% 0.08% 1327 -727 -21.07% Q4 2025 Feb 02, 2026
Wagner Wealth Management, LLC History Reduced 2,718 291 0.06% 0.07% 1328 -12 -0.44% Q4 2025 Jan 30, 2026
Family Investment Center, Inc. History No change 2,723 291 0.06% 0.06% 1329 0 0.0% Q4 2025 Jan 23, 2026
FINANCIAL ADVISORY PARTNERS, LLC History New 2,715 290 0.08% — 1330 +2,715 New Q4 2025 Jan 23, 2026
Ducere Wealth Management LLC History New 2,701 289 0.11% — 1331 +2,701 New Q4 2025 Feb 17, 2026
Whitcomb & Hess, Inc. History Reduced 2,670 287 0.07% 0.07% 1332 -16 -0.6% Q4 2025 Jan 14, 2026
Arrowroot Family Office, LLC History Added to 2,675 286 0.1% 0.11% 1333 +185 7.43% Q4 2025 Feb 11, 2026
Round Rock Advisors LLC History No change 2,665 285 0.04% 0.04% 1334 0 0.0% Q4 2025 Apr 07, 2026
Aventura Private Wealth, LLC History No change 2,641 282 0.1% 0.1% 1335 0 0.0% Q4 2025 Jan 07, 2026
Oceanside Advisors LLC History Added to 2,627 281 0.17% 0.14% 1337 +459 21.17% Q4 2025 Jan 26, 2026
Ellenbecker Investment Group History Reduced 2,626 281 0.04% 0.05% 1336 -268 -9.26% Q4 2025 Jan 30, 2026
Broussard Financial Group LLC History New 2,615 280 0.23% — 1338 +2,615 New Q4 2025 Feb 02, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 2,618 280 0.09% 0.09% 1339 +26 1.0% Q4 2025 Feb 12, 2026
Private Wealth Group, LLC History Reduced 2,598 278 0.13% 0.14% 1340 -39 -1.48% Q4 2025 Jan 12, 2026
One Charles Private Wealth Services, LLC History Added to 2,585 276 0.07% 0.07% 1342 +35 1.37% Q4 2025 Feb 06, 2026
DEARBORN PARTNERS LLC History Added to 2,581 276 0.01% 0.01% 1341 +7 0.27% Q4 2025 Feb 11, 2026
Premier Private Wealth Management LLC History New 2,548 274 0.28% — 1345 +2,548 New Q4 2025 Feb 11, 2026
IVC Wealth Advisors LLC History Reduced 2,561 274 0.12% 0.12% 1344 -3 -0.12% Q4 2025 Jan 16, 2026
BAKER BOYER NATIONAL BANK History No change 2,560 274 0.08% 0.09% 1343 0 0.0% Q4 2025 Feb 03, 2026
CARDIFF PARK ADVISORS, LLC History Added to 2,551 273 0.02% 0.02% 1346 +16 0.63% Q4 2025 Feb 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 2,547 272 0.01% 0.01% 1347 -934 -26.83% Q4 2025 Feb 11, 2026
Ceeto Capital Group, LLC History No change 2,544 272 0.08% 0.08% 1348 0 0.0% Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History Reduced 2,534 271 0.06% 0.07% 1350 -303 -10.68% Q4 2025 Jan 16, 2026
LGL PARTNERS, LLC History Reduced 2,535 271 0.12% 0.12% 1349 -79 -3.02% Q4 2025 Feb 09, 2026
KICKSTAND VENTURES, LLC. History No change 2,538 271 0.06% 0.06% 1351 0 0.0% Q4 2025 Jan 29, 2026
V. M. MANNING & CO., INC. History New 2,500 267 0.27% — 1352 +2,500 New Q4 2025 Feb 09, 2026
Rossmore Private Capital History Added to 2,500 267 0.02% 0.01% 1353 +1,250 100.0% Q4 2025 Feb 05, 2026
Vantus Wealth LLC History New 2,483 265 0.2% — 1356 +2,483 New Q4 2025 Feb 10, 2026
Cornerstone Wealth Group, LLC History Reduced 2,478 265 0.02% 0.02% 1355 -152 -5.78% Q4 2025 Jan 26, 2026
FLC Capital Advisors History No change 2,481 265 0.05% 0.05% 1354 0 0.0% Q4 2025 Feb 11, 2026
Efficient Advisors, LLC History Reduced 2,471 264 0.02% 0.02% 1357 -304 -10.95% Q4 2025 Jan 21, 2026
Perennial Investment Advisors, LLC History Reduced 2,434 260 0.02% 0.03% 1358 -805 -24.85% Q4 2025 Feb 17, 2026
Baron Financial Group, LLC History Reduced 2,420 259 0.14% 0.26% 1359 -2,045 -45.8% Q4 2025 Jan 09, 2026
MONTAG A & ASSOCIATES INC History New 2,400 257 0.01% — 1360 +2,400 New Q4 2025 Feb 02, 2026
Riverbend Wealth Management, LLC History Reduced 2,408 257 0.16% 0.21% 1363 -468 -16.27% Q4 2025 Jan 29, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,404 257 0.05% 0.06% 1361 0 0.0% Q4 2025 Jan 21, 2026
MMBG INVESTMENT ADVISORS CO. History No change 2,400 257 0.02% 0.02% 1362 0 0.0% Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History Added to 2,394 256 0.08% 0.24% 1364 +103 4.5% Q4 2025 Feb 17, 2026
Paladin Advisory Group, LLC History Added to 2,379 254 0.19% 0.2% 1366 +20 0.85% Q4 2025 Jan 21, 2026
Cambria Investment Management, L.P. History Reduced 2,380 254 0.01% 0.02% 1365 -9 -0.38% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History New 2,354 252 0.0% — 1367 +2,354 New Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Reduced 2,357 252 0.02% 0.02% 1369 -193 -7.57% Q4 2025 Jan 13, 2026
Fonville Wealth Management LLC History Added to 2,358 252 0.05% 0.06% 1368 +12 0.51% Q4 2025 Jan 23, 2026
Synergy Asset Management, LLC History Reduced 2,341 250 0.03% 0.08% 1371 -19,738 -89.4% Q4 2025 Jan 13, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History New 2,338 250 0.12% — 1372 +2,338 New Q4 2025 Jan 15, 2026
WELCH & FORBES LLC History New 2,337 250 0.0% — 1370 +2,337 New Q4 2025 Feb 10, 2026
Aviance Capital Partners, LLC History No change 2,329 249 0.03% 0.03% 1373 0 0.0% Q4 2025 Feb 06, 2026
Thomasville National Bank History New 2,322 248 0.02% — 1374 +2,322 New Q4 2025 Jan 26, 2026
Summit Financial Consulting LLC History Added to 2,320 248 0.18% 0.19% 1376 +136 6.23% Q4 2025 Jan 23, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 2,320 248 0.08% 0.09% 1375 -60 -2.52% Q4 2025 Feb 17, 2026
HBE Wealth Management, LLC History New 2,314 247 0.23% — 1378 +2,314 New Q4 2025 Jan 20, 2026
Focused Wealth Management, Inc History Added to 2,312 247 0.03% 0.03% 1377 +13 0.57% Q4 2025 Jan 29, 2026
Indivisible Partners History New 2,290 245 0.03% — 1380 +2,290 New Q4 2025 Feb 03, 2026
Team Financial Group, LLC History Added to 2,288 245 0.11% 0.11% 1379 +10 0.44% Q4 2025 Jan 13, 2026
Rothschild Wealth LLC History New 2,284 244 0.02% — 1381 +2,284 New Q4 2025 Feb 17, 2026
Second Line Capital, LLC History New 2,277 243 0.05% — 1382 +2,277 New Q4 2025 Feb 17, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 2,270 243 0.18% 0.18% 1383 0 0.0% Q4 2025 Jan 23, 2026
MBL Wealth, LLC History New 2,268 242 0.02% — 1384 +2,268 New Q4 2025 Jan 21, 2026
Innova Wealth Partners History Reduced 2,250 240 0.12% 0.16% 1386 -570 -20.21% Q4 2025 Jan 07, 2026
Woodside Wealth Management LLC History Added to 2,248 240 0.18% 0.15% 1387 +500 28.6% Q4 2025 Jan 30, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Added to 2,250 240 0.15% 0.15% 1385 +50 2.27% Q4 2025 Feb 13, 2026
Clearwave Capital, LLC History New 2,238 239 0.18% — 1390 +2,238 New Q4 2025 Mar 02, 2026
BLALOCK WILLIAMS, LLC History Added to 2,239 239 0.19% 0.18% 1389 +270 13.71% Q4 2025 Feb 02, 2026
Keystone Financial Group History Added to 2,233 239 0.02% 0.02% 1388 +24 1.09% Q4 2025 Feb 06, 2026
Harbour Trust & Investment Management Co History Added to 2,226 238 0.02% 0.02% 1392 +50 2.3% Q4 2025 Jan 28, 2026
PEOPLES BANK /OH History No change 2,227 238 0.15% 0.15% 1391 0 0.0% Q4 2025 Jan 29, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 2,213 237 0.02% 0.02% 1393 -115 -4.94% Q4 2025 Jan 28, 2026
Gryphon Financial Partners LLC History Added to 2,222 237 0.03% 0.03% 1394 +35 1.6% Q4 2025 Jan 08, 2026
Wheelhouse Advisory Group LLC History Reduced 2,206 236 0.09% 0.14% 1396 -839 -27.55% Q4 2025 Jan 29, 2026
Marion Wealth Management History Added to 2,200 236 0.05% 0.05% 1395 +264 13.64% Q4 2025 Jan 26, 2026
Canal Capital Management, LLC History New 2,198 235 0.03% — 1397 +2,198 New Q4 2025 Jan 06, 2026
Texas Bank & Trust Co History Added to 2,200 235 0.09% 0.09% 1398 +44 2.04% Q4 2025 Feb 06, 2026
Boltwood Capital Management History Added to 2,190 234 0.06% 0.05% 1399 +301 15.93% Q4 2025 Jan 02, 2026
Traynor Capital Management, Inc. History Reduced 2,180 233 0.01% 0.02% 1400 -1,030 -32.09% Q4 2025 Jan 12, 2026
FIDUCIENT ADVISORS LLC History Added to 2,181 233 0.03% 0.03% 1401 +117 5.67% Q4 2025 Feb 10, 2026
Ponta Wealth Partners, LLC History New 2,172 232 0.22% — 1405 +2,172 New Q4 2025 Feb 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 2,166 232 0.04% 0.05% 1402 -534 -19.78% Q4 2025 Jan 14, 2026
Clarity Wealth Development LLC History Added to 2,170 232 0.2% 0.21% 1404 +8 0.37% Q4 2025 Feb 11, 2026
NOVUS ADVISORS, LLC History No change 2,167 232 0.52% 0.53% 1403 0 0.0% Q4 2025 Feb 13, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 2,161 231 0.14% 0.16% 1406 -250 -10.37% Q4 2025 Jan 20, 2026
BLB&B Advisors, LLC History New 2,140 229 0.01% — 1408 +2,140 New Q4 2025 Jan 26, 2026
PATTEN & PATTEN INC/TN History Reduced 2,140 229 0.01% 0.02% 1407 -455 -17.53% Q4 2025 Feb 03, 2026
SURIENCE PRIVATE WEALTH LLC History New 2,122 227 0.24% — 1410 +2,122 New Q4 2025 Jan 16, 2026
Linscomb Wealth, Inc. History Added to 2,127 227 0.01% 0.01% 1409 +226 11.89% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History Added to 2,122 227 0.07% 0.07% 1411 +175 8.99% Q4 2025 Feb 12, 2026
Stonehearth Capital Management, LLC History New 2,116 226 0.08% — 1412 +2,116 New Q4 2025 Jan 13, 2026
Warren Street Wealth Advisors, LLC History Added to 2,112 226 0.06% 0.06% 1413 +88 4.35% Q4 2025 Jan 29, 2026
Affinity Capital Advisors, LLC History No change 2,114 226 0.03% 0.03% 1414 0 0.0% Q4 2025 Jan 09, 2026
Foundation Wealth Management, LLC\PA History No change 2,113 226 0.08% 0.09% 1415 0 0.0% Q4 2025 Jan 15, 2026
Carrera Capital Advisors History Added to 2,103 225 0.04% 0.04% 1417 +23 1.11% Q4 2025 Jan 30, 2026
Pacifica Partners Inc. History No change 2,099 225 0.1% 0.08% 1416 0 0.0% Q4 2025 Jan 09, 2026
Atwater Malick LLC History No change 2,094 224 0.06% 0.06% 1418 0 0.0% Q4 2025 Jan 23, 2026
POSTROCK PARTNERS LLC History No change 2,075 222 0.1% 0.1% 1419 0 0.0% Q4 2025 Jan 16, 2026
Clark Capital Management Group, Inc. History New 2,066 221 0.0% — 1420 +2,066 New Q4 2025 Feb 17, 2026
Lynx Investment Advisory History New 2,064 221 0.12% — 1423 +2,064 New Q4 2025 Feb 05, 2026
Goelzer Investment Management, Inc. History No change 2,069 221 0.01% 0.01% 1421 0 0.0% Q4 2025 Jan 14, 2026
Delos Wealth Advisors, LLC History No change 2,065 221 0.15% 0.15% 1422 0 0.0% Q4 2025 Feb 17, 2026
UNION SAVINGS BANK History New 2,063 220 0.1% — 1425 +2,063 New Q4 2025 Mar 06, 2026
Arete Wealth Advisors, LLC History Reduced 2,052 220 0.01% 0.01% 1424 -139 -6.34% Q4 2025 Feb 13, 2026
Golden State Equity Partners History New 2,034 217 0.04% — 1426 +2,034 New Q4 2025 Jan 29, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 2,028 217 0.13% 0.12% 1427 +123 6.46% Q4 2025 Jan 15, 2026
OneAscent Family Office, LLC History No change 2,008 215 0.15% 0.17% 1428 0 0.0% Q4 2025 Feb 11, 2026
Farmers & Merchants Trust Co of Long Beach History New 2,007 214 0.05% — 1429 +2,007 New Q4 2025 Jan 29, 2026
Prospect Financial Services LLC History New 2,000 214 0.12% — 1431 +2,000 New Q4 2025 Feb 06, 2026
VeraBank, N.A. History No change 2,000 214 0.04% 0.04% 1430 0 0.0% Q4 2025 Feb 11, 2026
Raleigh Capital Management Inc. History Added to 1,991 213 0.08% 0.01% 1433 +1,855 1363.97% Q4 2025 Jan 21, 2026
Advisor OS, LLC History Reduced 1,993 213 0.02% 0.02% 1432 -508 -20.31% Q4 2025 Feb 04, 2026
Tempus Wealth Planning, LLC History Reduced 1,985 212 0.05% 0.05% 1435 -146 -6.85% Q4 2025 Jan 16, 2026
Capital Investment Advisory Services, LLC History Reduced 1,987 212 0.01% 0.02% 1434 -65 -3.17% Q4 2025 Jan 21, 2026
Simmons Bank History New 1,974 211 0.01% — 1436 +1,974 New Q4 2025 Feb 05, 2026
Financial Freedom, LLC History Added to 1,962 210 0.1% 0.1% 1437 +3 0.15% Q4 2025 Feb 17, 2026
Columbus Macro, LLC History Reduced 1,955 209 0.02% 0.02% 1438 -1 -0.05% Q4 2025 Jan 15, 2026
Veltria Advisors Corp. History No change 1,944 209 0.91% 0.91% 1439 0 0.0% Q4 2025 Jan 30, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 1,953 209 0.22% 0.2% 1440 0 0.0% Q4 2025 Jan 20, 2026
SVRN Asset Management, LLC History New 1,948 208 0.17% — 1443 +1,948 New Q4 2025 Feb 13, 2026
Foguth Wealth Management, LLC. History New 1,942 208 0.03% — 1442 +1,942 New Q4 2025 Jan 05, 2026
Successful Portfolios LLC History Reduced 1,940 208 0.11% 0.13% 1441 -145 -6.95% Q4 2025 Jan 23, 2026
Auour Investments LLC History New 1,931 206 0.07% — 1445 +1,931 New Q4 2025 Jan 12, 2026
BETO FINANCIAL GROUP, LLC History New 1,918 206 0.14% — 1449 +1,918 New Q4 2025 Feb 10, 2026
Millington Financial Advisors, LLC History Reduced 1,917 206 0.09% 0.15% 1447 -934 -32.76% Q4 2025 Feb 09, 2026
Idaho Trust Co History Reduced 1,930 206 0.07% 0.09% 1444 -560 -22.49% Q4 2025 Feb 05, 2026
WOLFF WIESE MAGANA LLC History Reduced 1,927 206 0.11% 0.12% 1446 -93 -4.6% Q4 2025 Jan 14, 2026
Guardian Asset Advisors, LLC History Added to 1,924 206 0.11% 0.11% 1448 +13 0.68% Q4 2025 Jan 29, 2026
Barnes Wealth Management Group, Inc History New 1,922 205 0.11% — 1452 +1,922 New Q4 2025 Feb 24, 2026
QP WEALTH MANAGEMENT, LLC History New 1,920 205 0.18% — 1450 +1,920 New Q4 2025 Jan 07, 2026
Endowment Wealth Management, Inc. History New 1,917 205 0.09% — 1451 +1,917 New Q4 2025 Feb 09, 2026
Firestone Capital Management History Reduced 1,914 204 0.04% 0.05% 1453 -178 -8.51% Q4 2025 Feb 09, 2026
Trust Point Inc. History New 1,897 203 0.02% — 1454 +1,897 New Q4 2025 Jan 13, 2026
ALTERNA WEALTH MANAGEMENT, INC History New 1,896 203 0.17% — 1455 +1,896 New Q4 2025 Jan 23, 2026
Lakeshore Financial Planning, Inc. History Reduced 1,892 202 0.07% 0.08% 1456 -75 -3.81% Q4 2025 Feb 17, 2026
VERITY Wealth Advisors History New 1,883 201 0.12% — 1457 +1,883 New Q4 2025 Jan 07, 2026
Clark Asset Management, LLC History Reduced 1,880 201 0.02% 0.03% 1458 -291 -13.4% Q4 2025 Jan 27, 2026
ATLAS CAPITAL ADVISORS INC. History New 1,873 200 0.02% — 1460 +1,873 New Q4 2025 Feb 13, 2026
CAPITAL ADVISORS INC/OK History New 1,870 200 0.0% — 1459 +1,870 New Q4 2025 Jan 15, 2026
First Citizens Financial Corp History Reduced 1,876 200 0.1% 0.1% 1461 -13 -0.69% Q4 2025 Jan 06, 2026
Bell Investment Advisors, Inc History Reduced 1,822 195 0.03% 0.03% 1462 -87 -4.56% Q4 2025 Feb 24, 2026
Bernard Wealth Management Corp. History Added to 1,737 186 0.08% 0.07% 1464 +197 12.79% Q4 2025 Jan 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,738 186 0.02% 0.02% 1463 0 0.0% Q4 2025 Jan 20, 2026
Measured Wealth Private Client Group, LLC History Added to 1,715 183 0.05% 0.0% 1465 +1,546 914.79% Q4 2025 Feb 10, 2026
Bogart Wealth, LLC History No change 1,677 179 0.01% 0.01% 1466 0 0.0% Q4 2025 Jan 30, 2026
Sound Income Strategies, LLC History Added to 1,588 170 0.01% 0.01% 1467 +52 3.39% Q4 2025 Jan 21, 2026
Quest 10 Wealth Builders, Inc. History Added to 1,560 167 0.15% 0.15% 1468 +21 1.36% Q4 2025 Jan 29, 2026
SILVER OAK SECURITIES, INCORPORATED History New 1,558 166 0.01% — 1469 +1,558 New Q4 2025 Jan 15, 2026
ROSS\JOHNSON & Associates LLC History No change 1,542 165 3.07% 3.09% 1470 0 0.0% Q4 2025 Feb 12, 2026
Colonial Trust Advisors History No change 1,500 160 0.01% 0.01% 1471 0 0.0% Q4 2025 Feb 12, 2026
Realta Investment Advisors History Added to 1,409 150 0.05% 0.01% 1472 +1,252 797.45% Q4 2025 Jan 20, 2026
GW&K Investment Management, LLC History Added to 1,382 148 0.0% 0.0% 1473 +15 1.1% Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,327 142 0.01% — 1475 +1,327 New Q4 2025 Feb 03, 2026
TRUST CO OF VERMONT History Added to 1,332 142 0.01% 0.01% 1474 +220 19.78% Q4 2025 Jan 16, 2026
Parkside Financial Bank & Trust History Reduced 1,283 137 0.01% 0.02% 1476 -1,506 -54.0% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Added to 1,257 134 0.02% 0.02% 1477 +97 8.36% Q4 2025 Jan 20, 2026
WFA of San Diego, LLC History No change 1,215 130 0.1% 0.09% 1478 0 0.0% Q4 2025 Feb 17, 2026
Marathon Trading Investment Management LLC History Reduced 1,200 128 0.0% 0.02% 1479 -1,000 -45.45% Q4 2025 Feb 13, 2026
SHP Wealth Management History New 1,150 123 0.01% — 1480 +1,150 New Q4 2025 Mar 04, 2026
Quent Capital, LLC History Added to 1,119 119 0.01% 0.01% 1481 +77 7.39% Q4 2025 Jan 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 1,127 118 0.04% 0.08% 1483 -66 -5.53% Q4 2025 Jan 22, 2026
New Millennium Group LLC History No change 1,109 118 0.05% 0.05% 1482 0 0.0% Q4 2025 Feb 06, 2026
AlphaCentric Advisors LLC History New 1,095 117 0.12% — 1484 +1,095 New Q4 2025 Feb 12, 2026
IMA Advisory Services, Inc. History Added to 1,076 115 0.01% 0.01% 1485 +140 14.96% Q4 2025 Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 1,058 113 0.01% 0.02% 1486 -444 -29.56% Q4 2025 Jan 14, 2026
Elevated Capital Advisors, LLC History New 1,033 110 0.03% — 1488 +1,033 New Q4 2025 Jan 27, 2026
Sunbelt Securities, Inc. History Added to 1,033 110 0.01% 0.01% 1487 +112 12.16% Q4 2025 Feb 20, 2026
Hills Bank & Trust Co History No change 1,017 108 0.01% 0.01% 1489 0 0.0% Q4 2025 Feb 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 1,000 107 0.08% — 1491 +1,000 New Q4 2025 Mar 05, 2026
Pandora Wealth, Inc. History No change 1,000 107 0.07% 0.06% 1490 0 0.0% Q4 2025 Feb 04, 2026
NorthAvenue LLC History New 981 105 0.09% — 1493 +981 New Q4 2025 Apr 02, 2026
Integrity Financial Corp /WA History Added to 985 105 0.05% 0.02% 1492 +569 136.78% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 933 99 0.0% 0.0% 1494 +79 9.25% Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 911 97 0.0% 0.01% 1495 -840 -47.97% Q4 2025 Feb 11, 2026
Washington Trust Advisors, Inc. History No change 900 96 0.01% 0.01% 1496 0 0.0% Q4 2025 Feb 03, 2026
ATWOOD & PALMER INC History Added to 842 90 0.01% 0.01% 1497 +9 1.08% Q4 2025 Jan 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 837 89 0.0% 0.01% 1498 -837 -50.0% Q4 2025 Feb 03, 2026
BOKF, NA History New 825 88 0.0% — 1499 +825 New Q4 2025 Feb 03, 2026
Signature Equity Partners, LLC History New 819 87 0.05% — 1500 +819 New Q4 2025 Feb 17, 2026
ESL Trust Services, LLC History New 808 86 0.02% — 1501 +808 New Q4 2025 Feb 10, 2026
New Republic Capital, LLC History Added to 805 86 0.02% 0.0% 1502 +704 697.03% Q4 2025 Feb 10, 2026
CENTRAL TRUST Co History Reduced 802 85 0.0% 0.0% 1503 -1,047 -56.63% Q4 2025 Feb 02, 2026
Litman Gregory Wealth Management LLC History New 800 85 0.01% — 1504 +800 New Q4 2025 Feb 12, 2026
Godfrey Financial Associates, Inc. History New 796 85 0.07% — 1505 +796 New Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 771 82 0.04% 0.06% 1506 -771 -50.0% Q4 2025 Feb 18, 2026
BLUELINE ADVISORS LLC History New 757 81 0.07% — 1510 +757 New Q4 2025 Feb 10, 2026
DT Investment Partners, LLC History Added to 763 81 0.01% 0.0% 1508 +391 105.11% Q4 2025 Feb 10, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 758 81 0.01% 0.01% 1507 +3 0.4% Q4 2025 Jan 20, 2026
Concord Wealth Partners History Added to 763 81 0.01% 0.01% 1509 +1 0.13% Q4 2025 Jan 29, 2026
MOTCO History No change 726 77 0.01% 0.01% 1511 0 0.0% Q4 2025 Feb 06, 2026
Gould Capital, LLC History Added to 717 76 0.05% 0.04% 1512 +40 5.91% Q4 2025 Feb 13, 2026
Meramec Financial Planners, LLC History New 700 75 0.03% — 1513 +700 New Q4 2025 Feb 10, 2026
Jackson, Grant Investment Advisers, Inc. History New 690 73 0.02% — 1514 +690 New Q4 2025 Jan 27, 2026
Red Tortoise LLC History Added to 676 72 0.03% 0.03% 1515 +7 1.05% Q4 2025 Jan 22, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 670 71 0.01% 0.01% 1516 0 0.0% Q4 2025 Feb 09, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 660 70 0.02% 0.02% 1517 +104 18.71% Q4 2025 Feb 09, 2026
Mechanics Financial Corp History No change 643 68 0.03% 0.03% 1518 0 0.0% Q4 2025 Jan 22, 2026
Rice Partnership, LLC History Reduced 632 67 0.01% 0.01% 1519 -85 -11.85% Q4 2025 Feb 10, 2026
American Wealth Advisors, LLC History Reduced 625 66 0.06% 0.08% 1520 -114 -15.43% Q4 2025 Jan 26, 2026
HOWE & RUSLING INC History New 612 65 0.0% — 1521 +612 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 598 64 0.0% 0.0% 1522 +555 1290.7% Q4 2025 Feb 10, 2026
Indiana Trust & Investment Management Co History No change 522 55 0.02% 0.02% 1523 0 0.0% Q4 2025 Jan 21, 2026
Pflug Koory, LLC History Added to 508 54 0.03% 0.03% 1524 +4 0.79% Q4 2025 Jan 20, 2026
Founders Financial Alliance, LLC History Reduced 497 53 0.01% 0.01% 1525 -98 -16.47% Q4 2025 Feb 12, 2026
Basepoint Wealth LLC History New 494 52 0.03% — 1526 +494 New Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 482 51 0.0% 0.0% 1527 0 0.0% Q4 2025 Jan 07, 2026
Financial Network Wealth Advisors LLC History Added to 469 50 0.05% 0.05% 1528 +4 0.86% Q4 2025 Feb 13, 2026
Clean Yield Group History Added to 465 49 0.01% 0.01% 1529 +1 0.22% Q4 2025 Jan 26, 2026
Inlight Wealth Management, LLC History Added to 445 47 0.02% 0.02% 1531 +100 28.99% Q4 2025 Jan 23, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 439 47 0.02% 0.02% 1530 0 0.0% Q4 2025 Jan 12, 2026
Triumph Capital Management History New 437 46 0.01% — 1532 +437 New Q4 2025 Feb 12, 2026
Friedenthal Financial History New 429 45 0.02% — 1533 +429 New Q4 2025 Jan 27, 2026
Harbor Asset Planning, Inc. History Added to 417 44 0.04% 0.04% 1534 +4 0.97% Q4 2025 Jan 26, 2026
S&T BANK/PA History No change 401 42 0.01% 0.01% 1535 0 0.0% Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History No change 397 42 0.0% 0.0% 1536 0 0.0% Q4 2025 Feb 11, 2026
BFSG, LLC History Added to 385 41 0.0% 0.0% 1537 +285 285.0% Q4 2025 Jan 22, 2026
HFM Investment Advisors, LLC History Reduced 380 40 0.02% 0.02% 1538 -9 -2.31% Q4 2025 Feb 05, 2026
CoreFirst Bank & Trust History New 363 38 0.02% — 1539 +363 New Q4 2025 Feb 11, 2026
Wilkerson Advisory Group LLC History New 363 38 0.01% — 1541 +363 New Q4 2025 Feb 13, 2026
JDM Financial Group LLC History New 356 38 0.01% — 1540 +356 New Q4 2025 Feb 02, 2026
Caitlin John, LLC History Reduced 338 36 0.02% 0.03% 1542 -40 -10.58% Q4 2025 Feb 18, 2026
Register Financial Advisors LLC History No change 336 35 0.01% 0.01% 1543 0 0.0% Q4 2025 Jan 21, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 309 33 0.0% 0.0% 1545 +192 164.1% Q4 2025 Feb 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 313 33 0.01% 0.07% 1544 0 0.0% Q4 2025 Jan 20, 2026
CNB Bank History No change 300 32 0.01% 0.01% 1546 0 0.0% Q4 2025 Feb 11, 2026
Carolina Wealth Advisors, LLC History New 265 28 0.01% — 1547 +265 New Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History Added to 254 27 0.01% 0.0% 1549 +226 807.14% Q4 2025 Jan 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 253 27 0.0% 0.0% 1548 0 0.0% Q4 2025 Feb 12, 2026
CDKV HOLDINGS LLC History New 250 26 0.02% — 1551 +250 New Q4 2025 Feb 17, 2026
American Capital Advisory, LLC History No change 250 26 0.01% 0.01% 1550 0 0.0% Q4 2025 Jan 30, 2026
Providence Capital Advisors, LLC History No change 235 25 0.0% 0.0% 1552 0 0.0% Q4 2025 Feb 12, 2026
N.E.W. Advisory Services LLC History No change 236 25 0.0% 0.0% 1553 0 0.0% Q4 2025 Jan 28, 2026
Turning Point Benefit Group, Inc. History Reduced 218 23 0.01% 0.02% 1554 -24 -9.92% Q4 2025 Jan 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 215 23 0.02% 0.02% 1555 0 0.0% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Reduced 214 22 0.0% 0.01% 1556 -1,265 -85.53% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Added to 209 22 0.0% 0.0% 1557 +24 12.97% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Added to 196 21 0.0% 0.0% 1558 +120 157.89% Q4 2025 Feb 13, 2026
First PREMIER Bank History No change 200 21 0.0% 0.0% 1559 0 0.0% Q4 2025 Jan 23, 2026
IFC & Insurance Marketing, Inc. History New 185 20 0.02% — 1560 +185 New Q4 2025 Feb 12, 2026
Hurley Capital, LLC History Added to 176 18 0.01% 0.01% 1561 +2 1.15% Q4 2025 Feb 17, 2026
Roxbury Financial LLC History Added to 159 17 0.02% 0.01% 1564 +2 1.27% Q4 2025 Jan 05, 2026
MTM Investment Management, LLC History Added to 166 17 0.01% 0.01% 1562 +1 0.61% Q4 2025 Feb 09, 2026
Y.D. More Investments Ltd History No change 160 17 0.0% 0.0% 1563 0 0.0% Q4 2025 Jan 21, 2026
SWAN Capital LLC History No change 154 16 0.01% 0.01% 1565 0 0.0% Q4 2025 Feb 12, 2026
Hamrick Investment Counsel, llc History New 149 15 0.01% — 1568 +149 New Q4 2025 Mar 31, 2026
RED REEF ADVISORS LLC History New 147 15 0.02% — 1567 +147 New Q4 2025 Apr 08, 2026
Holos Integrated Wealth LLC History No change 144 15 0.01% 0.01% 1566 0 0.0% Q4 2025 Jan 05, 2026
Lloyd Advisory Services, LLC. History New 134 14 0.01% — 1571 +134 New Q4 2025 Feb 06, 2026
Quaker Wealth Management, LLC History Added to 138 14 0.0% 0.0% 1570 +67 94.37% Q4 2025 Jan 28, 2026
Investors Research Corp History No change 139 14 0.0% 0.0% 1569 0 0.0% Q4 2025 Jan 06, 2026
IMG Wealth Management, Inc. History No change 134 14 0.01% 0.01% 1572 0 0.0% Q4 2025 Feb 05, 2026
Westfuller Advisors, LLC History Added to 125 13 0.01% 0.01% 1573 +2 1.63% Q4 2025 Jan 21, 2026
Tidemark, LLC History Added to 115 12 0.0% 0.0% 1574 +1 0.88% Q4 2025 Feb 10, 2026
OPTIMA CAPITAL LLC History New 106 11 0.0% — 1575 +106 New Q4 2025 Jan 23, 2026
VALLEY WEALTH MANAGERS, INC. History No change 95 10 0.0% 0.0% 1576 0 0.0% Q4 2025 Feb 04, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 95 10 0.0% 0.0% 1577 0 0.0% Q4 2025 Feb 12, 2026
Viewpoint Capital Management LLC History No change 100 10 0.0% 0.0% 1578 0 0.0% Q4 2025 Feb 11, 2026
Portfolio Resources Advisor Group, Inc. History New 90 9 0.01% — 1580 +90 New Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History No change 87 9 0.0% 0.0% 1579 0 0.0% Q4 2025 Jan 20, 2026
SITTNER & NELSON, LLC History New 66 7 0.0% — 1581 +66 New Q4 2025 Feb 11, 2026
STEPH & CO History New 65 6 0.0% — 1582 +65 New Q4 2025 Jan 23, 2026
Signature Resources Capital Management, LLC History New 59 6 0.0% — 1583 +59 New Q4 2025 Jan 21, 2026
Midwest Capital Advisors, LLC History Reduced 63 6 0.0% 0.01% 1584 -49 -43.75% Q4 2025 Jan 29, 2026
Centerpoint Advisors, LLC History New 47 5 0.0% — 1585 +47 New Q4 2025 Feb 13, 2026
West Financial Advisors, LLC History Added to 47 5 0.0% — 1587 +43 1075.0% Q4 2025 Jan 13, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 56 5 0.0% 0.01% 1588 -20 -26.32% Q4 2025 Feb 10, 2026
Prestige Wealth Management Group LLC History No change 56 5 0.0% 0.0% 1586 0 0.0% Q4 2025 Feb 11, 2026
Sunrise Financial Services, LLC History New 45 4 0.0% — 1592 +45 New Q4 2025 Feb 11, 2026
Wealth Watch Advisors, INC History Reduced 41 4 0.0% 0.0% 1590 -6 -12.77% Q4 2025 Feb 17, 2026
Vermillion & White Wealth Management Group, LLC History No change 40 4 0.0% 0.0% 1589 0 0.0% Q4 2025 Feb 18, 2026
Spurstone Advisory Services, LLC History No change 46 4 0.06% 0.06% 1591 0 0.0% Q4 2025 Jan 29, 2026
Imprint Wealth LLC History Reduced 31 3 0.01% 0.11% 1594 -295 -90.49% Q4 2025 Feb 17, 2026
North Ridge Wealth Advisors, Inc. History Added to 30 3 0.0% 0.0% 1595 +7 30.43% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History No change 33 3 0.0% 0.0% 1593 0 0.0% Q4 2025 Feb 11, 2026
Pillar Financial Advisors, LLC History No change 33 3 0.0% 0.0% 1596 0 0.0% Q4 2025 Feb 02, 2026
FINANCIAL CONSULATE, INC History Reduced 21 2 0.0% 0.0% 1598 -201 -90.54% Q4 2025 Jan 22, 2026
SYM FINANCIAL Corp History No change 25 2 0.0% 0.0% 1597 0 0.0% Q4 2025 Feb 13, 2026
City State Bank History Reduced 18 1 0.0% 0.01% 1603 -300 -94.34% Q4 2025 Jan 28, 2026
Archer Investment Corp History Reduced 18 1 0.0% 0.0% 1602 -100 -84.75% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Reduced 12 1 0.0% 0.0% 1600 -48 -80.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History New 13 1 0.0% — 1599 +13 New Q4 2025 Feb 04, 2026
Longview Financial Advisors LLC History New 13 1 0.0% — 1605 +13 New Q4 2025 Jan 14, 2026
Kilter Group LLC History New 11 1 0.0% — 1604 +11 New Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History No change 18 1 0.0% 0.0% 1601 0 0.0% Q4 2025 Jan 22, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.07% — -3,636,000 -100.0% Q3 2025 Nov 14, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.84% — -1,011,015 -100.0% Q3 2025 Oct 23, 2025
Garde Capital, Inc. History Closed out 0 0 — 1.53% — -295,890 -100.0% Q3 2025 Dec 16, 2025
Jump Financial, LLC History Closed out 0 0 — 0.32% — -250,000 -100.0% Q3 2025 Nov 13, 2025
Police & Firemen's Retirement System of New Jersey History Closed out 0 0 — 0.18% — -211,800 -100.0% Q3 2025 Nov 12, 2025
ROBINSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 6.18% — -109,400 -100.0% Q3 2025 Nov 14, 2025
Lindenwold Advisors, INC History Closed out 0 0 — 5.31% — -105,536 -100.0% Q3 2025 Dec 16, 2025
FIRST CITIZENS INVESTOR SERVICES, INC. History Closed out 0 0 — 3.61% — -87,772 -100.0% Q3 2025 Nov 04, 2025
RFP Financial Group LLC History Closed out 0 0 — 2.87% — -66,019 -100.0% Q3 2025 Nov 12, 2025
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 — 0.25% — -56,160 -100.0% Q3 2025 Nov 07, 2025
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 — 0.01% — -40,600 -100.0% Q3 2025 Nov 03, 2025
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Closed out 0 0 — 1.04% — -33,191 -100.0% Q3 2025 Nov 06, 2025
Waterford Advisors, LLC History Closed out 0 0 — 1.22% — -33,098 -100.0% Q3 2025 Nov 14, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.48% — -29,042 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.34% — -21,944 -100.0% Q3 2025 Nov 14, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.25% — -14,757 -100.0% Q3 2025 Nov 12, 2025
Engineers Gate Manager LP History Closed out 0 0 — 0.02% — -12,714 -100.0% Q3 2025 Nov 14, 2025
Vertex Planning Partners, LLC History Closed out 0 0 — 0.24% — -11,884 -100.0% Q3 2025 Nov 18, 2025
Andina Capital Management, LLC History Closed out 0 0 — 0.7% — -11,566 -100.0% Q3 2025 Oct 30, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -11,263 -100.0% Q3 2025 Oct 14, 2025
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.15% — -10,000 -100.0% Q3 2025 Oct 30, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.09% — -8,940 -100.0% Q3 2025 Nov 12, 2025
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Closed out 0 0 — 0.04% — -8,305 -100.0% Q3 2025 Oct 28, 2025
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 — 0.78% — -7,300 -100.0% Q3 2025 Nov 14, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.1% — -6,944 -100.0% Q3 2025 Oct 27, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 — 0.03% — -6,572 -100.0% Q3 2025 Nov 07, 2025
Sterling Investment Counsel, LLC History Closed out 0 0 — 0.21% — -6,068 -100.0% Q3 2025 Oct 21, 2025
INSTRUMENTAL WEALTH, LLC History Closed out 0 0 — 0.39% — -5,144 -100.0% Q3 2025 Oct 31, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.04% — -4,905 -100.0% Q3 2025 Oct 15, 2025
Boyd Wealth Management, LLC History Closed out 0 0 — 0.22% — -4,888 -100.0% Q3 2025 Oct 31, 2025
Cannell & Spears LLC History Closed out 0 0 — 0.01% — -4,766 -100.0% Q3 2025 Nov 14, 2025
Stanich Group LLC History Closed out 0 0 — 0.3% — -4,571 -100.0% Q3 2025 Oct 15, 2025
DIVIDEND ASSETS CAPITAL, LLC History Closed out 0 0 — 0.08% — -4,362 -100.0% Q3 2025 Nov 12, 2025
FSA Advisors, Inc. History Closed out 0 0 — 0.36% — -4,263 -100.0% Q3 2025 Nov 12, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.07% — -4,252 -100.0% Q3 2025 Nov 03, 2025
Revisor Wealth Management LLC History Closed out 0 0 — 0.14% — -3,804 -100.0% Q3 2025 Oct 15, 2025
Boston Trust Walden Corp History Closed out 0 0 — 0.0% — -3,760 -100.0% Q3 2025 Oct 17, 2025
Sachetta, LLC History Closed out 0 0 — 0.14% — -3,620 -100.0% Q3 2025 Oct 24, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.05% — -3,472 -100.0% Q3 2025 Nov 12, 2025
Freedom Investment Management, Inc. History Closed out 0 0 — 0.09% — -3,320 -100.0% Q3 2025 Nov 14, 2025
Accel Wealth Management History Closed out 0 0 — 0.1% — -3,236 -100.0% Q3 2025 Oct 08, 2025
Beacon Harbor Wealth Advisors, Inc. History Closed out 0 0 — 0.08% — -3,161 -100.0% Q3 2025 Nov 05, 2025
Charter Capital Management, LLC\DE History Closed out 0 0 — 0.17% — -2,960 -100.0% Q3 2025 Oct 28, 2025
HARVEY CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.06% — -2,510 -100.0% Q3 2025 Oct 31, 2025
McGinn Penninger Investment Management, Inc. History Closed out 0 0 — 0.15% — -2,455 -100.0% Q3 2025 Nov 13, 2025
MBA Advisors LLC History Closed out 0 0 — 0.11% — -2,390 -100.0% Q3 2025 Oct 28, 2025
LEIGH BALDWIN & CO., LLC History Closed out 0 0 — 0.14% — -2,369 -100.0% Q3 2025 Nov 14, 2025
LIBRA WEALTH LLC History Closed out 0 0 — 0.07% — -2,339 -100.0% Q3 2025 Nov 06, 2025
W.G. Shaheen & Associates DBA Whitney & Co History Closed out 0 0 — 0.02% — -2,280 -100.0% Q3 2025 Nov 07, 2025
Financial Futures Ltd Liability Co. History Closed out 0 0 — 0.11% — -2,177 -100.0% Q3 2025 Oct 27, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.09% — -2,113 -100.0% Q3 2025 Oct 21, 2025
SENTINEL PENSION ADVISORS, LLC History Closed out 0 0 — 0.04% — -2,062 -100.0% Q3 2025 Oct 21, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.02% — -2,022 -100.0% Q3 2025 Oct 21, 2025
MONECO ADVISORS, LLC History Closed out 0 0 — 0.02% — -2,020 -100.0% Q3 2025 Nov 05, 2025
Argyle Capital Partners, LLC History Closed out 0 0 — 0.15% — -2,003 -100.0% Q3 2025 Nov 14, 2025
KFG WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -1,956 -100.0% Q3 2025 Oct 07, 2025
RAINEY & RANDALL WEALTH ADVISORS INC. History Closed out 0 0 — 0.03% — -1,951 -100.0% Q3 2025 Nov 03, 2025
Five Oceans Advisors History Closed out 0 0 — 0.08% — -1,944 -100.0% Q3 2025 Oct 22, 2025
Brand Asset Management Group, Inc. History Closed out 0 0 — 0.06% — -1,921 -100.0% Q3 2025 Nov 12, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.02% — -1,807 -100.0% Q3 2025 Nov 17, 2025
Fairscale Capital, LLC History Closed out 0 0 — 0.13% — -1,782 -100.0% Q3 2025 Nov 06, 2025
Hayek Kallen Investment Management History Closed out 0 0 — 0.1% — -1,305 -100.0% Q3 2025 Nov 14, 2025
Glass Jacobson Investment Advisors llc History Closed out 0 0 — 0.05% — -1,196 -100.0% Q3 2025 Oct 29, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.07% — -1,180 -100.0% Q3 2025 Jan 12, 2026
United Community Bank History Closed out 0 0 — 0.03% — -800 -100.0% Q3 2025 Nov 04, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.03% — -744 -100.0% Q3 2025 Oct 08, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.04% — -604 -100.0% Q3 2025 Oct 15, 2025
GoalVest Advisory LLC History Closed out 0 0 — 0.01% — -531 -100.0% Q3 2025 Oct 22, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -502 -100.0% Q3 2025 Nov 03, 2025
Evergreen Private Wealth LLC History Closed out 0 0 — 0.01% — -350 -100.0% Q3 2025 Oct 24, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.01% — -296 -100.0% Q3 2025 Nov 07, 2025
Key FInancial Inc History Reduced 1 0 — 0.0% — -234 -99.57% Q4 2025 Feb 09, 2026
Silicon Valley Capital Partners History Closed out 0 0 — 0.0% — -219 -100.0% Q3 2025 Nov 17, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.02% — -192 -100.0% Q3 2025 Oct 07, 2025
Seneschal Advisors, LLC History Closed out 0 0 — 0.01% — -138 -100.0% Q3 2025 Nov 14, 2025
Aspect Partners, LLC History Closed out 0 0 — 0.0% — -102 -100.0% Q3 2025 Nov 06, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.02% — -96 -100.0% Q3 2025 Nov 17, 2025
Creative Capital Management Investments LLC History Closed out 0 0 — 0.0% — -82 -100.0% Q3 2025 Oct 23, 2025
TCTC Holdings, LLC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2025 Nov 07, 2025
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2025 Nov 14, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 — 0.0% — -58 -100.0% Q3 2025 Nov 12, 2025
United Financial Planning Group LLC History Closed out 0 0 — 0.0% — -53 -100.0% Q3 2025 Nov 13, 2025
Cedar Mountain Advisors, LLC History Closed out 0 0 — 0.0% — -42 -100.0% Q3 2025 Oct 24, 2025
Activest Wealth Management History Closed out 0 0 — 0.0% — -42 -100.0% Q3 2025 Nov 03, 2025
HighMark Wealth Management LLC History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Oct 20, 2025
DecisionPoint Financial, LLC History Closed out 0 0 — 0.0% — -29 -100.0% Q3 2025 Nov 10, 2025
Financial Life Planners History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Nov 13, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Oct 07, 2025
WEST PACES ADVISORS INC. History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Oct 22, 2025
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2025 Nov 12, 2025
Blume Capital Management, Inc. History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2025 Nov 06, 2025
North Capital, Inc. History Closed out 0 0 — — — -8 -100.0% Q3 2025 Oct 09, 2025
DHJJ Financial Advisors, Ltd. History Added to 6 0 — — — +4 200.0% Q4 2025 Jan 23, 2026
RHL GROUP, LLC History New 3 0 — — — +3 New Q4 2025 Feb 09, 2026
Asset Dedication, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Jan 26, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Jackson Hole Capital Partners, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Jan 30, 2026
Addison Advisors LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Compass Financial Services Inc History No change 6 0 — — — 0 0.0% Q4 2025 Feb 27, 2026