SCHWAB STRATEGIC TRUST - SCHA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 264 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
Empower Advisory Group, LLC History Reduced 34,024,368 969,013 2.62% 2.65% 1 -180,162 -0.53% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 17,314,071 493,104 0.04% 0.03% 2 +33,302 0.19% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 14,759,141 420,341 0.41% 0.44% 3 +68,329 0.47% Q4 2025 Feb 13, 2026
Creative Planning History Added to 6,787,631 193,311 0.14% 0.1% 4 +2,109,254 45.09% Q4 2025 Feb 17, 2026
RMG Wealth Management LLC History Added to 5,077,410 162,910 21.1% 5.62% 5 +3,652,373 256.3% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 5,502,072 156,699 0.1% 0.1% 6 +260,545 4.97% Q4 2025 Feb 10, 2026
Financial Engines Advisors L.L.C. History Reduced 4,841,126 137,875 0.26% 0.27% 7 -155,339 -3.11% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 4,406,361 130,868 0.18% 0.19% 8 -142,921 -3.14% Q4 2025 Jan 08, 2026
UBS Group AG History Reduced 4,023,443 114,587 0.02% 0.02% 9 -73,540 -1.79% Q4 2025 Jan 29, 2026
Advisory Alpha, LLC History Reduced 3,976,304 113,246 3.08% 3.15% 10 -47,448 -1.18% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Reduced 3,757,082 107,001 0.16% 0.17% 11 -19,525 -0.52% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 2,911,311 82,914 0.1% 0.1% 12 +67,571 2.38% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 2,648,617 75,432 0.02% 0.02% 13 +189,200 7.69% Q4 2025 Feb 11, 2026
Steele Capital Management, Inc. History Added to 2,273,570 64,751 2.78% 2.8% 14 +15,150 0.67% Q4 2025 Jan 27, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 2,161,373 61,555 0.5% 0.48% 15 +68,752 3.29% Q4 2025 Jan 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 2,123,561 61,053 0.09% 0.1% 16 +62,217 3.02% Q4 2025 Feb 18, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 1,955,282 55,686 0.42% 0.43% 17 -2,846 -0.15% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 1,844,907 52,542 0.06% 0.1% 18 -1,160,329 -38.61% Q4 2025 Feb 06, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Reduced 1,831,359 52,157 18.43% 18.76% 19 -26,596 -1.43% Q4 2025 Jan 16, 2026
MORGAN STANLEY History Reduced 1,752,530 49,912 0.0% 0.0% 20 -172,455 -8.96% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 1,730,408 49,282 0.42% 0.33% 21 +379,639 28.11% Q4 2025 Feb 05, 2026
Betterment LLC History Added to 1,696,751 48,323 0.09% 0.08% 22 +163,626 10.67% Q4 2025 Feb 12, 2026
93 Financial Group, LLC History New 1,668,160 47,509 20.69% — 23 +1,668,160 New Q4 2025 Feb 20, 2026
CoreCap Advisors, LLC History Added to 1,587,331 45,207 1.58% 1.5% 24 +107,667 7.28% Q4 2025 Jan 13, 2026
Golden Reserve Retirement LLC History Added to 1,574,202 44,833 8.28% 9.67% 25 +239,408 17.94% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Added to 1,571,713 44,758 0.07% 0.06% 26 +120,434 8.3% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,565,726 44,591 0.01% 0.01% 27 +65,320 4.35% Q4 2025 Mar 25, 2026
Savant Capital, LLC History Reduced 1,516,700 43,195 0.25% 0.27% 28 -101,672 -6.28% Q4 2025 Feb 10, 2026
Gemmer Asset Management LLC History Added to 1,511,541 43,048 3.31% 2.97% 29 +191,700 14.52% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,471,739 41,944 0.03% 0.03% 30 +141,388 10.63% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 3,613,460 41,693 0.06% 0.06% 31 +2,249,591 164.94% Q4 2025 Mar 09, 2026
Focus Partners Wealth History Added to 1,412,043 40,215 0.05% 0.06% 32 +119,952 9.28% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History Added to 1,358,196 38,719 3.46% 3.76% 33 +43,355 3.3% Q4 2025 Jan 30, 2026
Mokosak Advisory Group, LLC History Added to 1,217,796 34,683 8.7% 8.67% 34 +30,140 2.54% Q4 2025 Feb 03, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Reduced 1,189,818 33,886 5.53% 5.62% 35 -16,740 -1.39% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 1,183,339 33,701 0.04% 0.04% 36 +45,562 4.0% Q4 2025 Feb 17, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 1,105,981 31,498 1.18% 1.18% 37 -13,590 -1.21% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,084,009 30,872 0.06% 0.06% 38 +100,746 10.25% Q4 2025 Feb 17, 2026
BlueSky Wealth Advisors, LLC History Added to 997,412 28,406 3.75% 3.71% 39 +12,579 1.28% Q4 2025 Jan 26, 2026
WELLS FARGO & COMPANY/MN History Added to 984,253 28,031 0.01% 0.0% 40 +148,305 17.74% Q4 2025 Feb 13, 2026
Noble Family Wealth, LLC History Added to 979,845 27,905 5.88% 6.01% 41 +3,409 0.35% Q4 2025 Jan 07, 2026
Kestra Advisory Services, LLC History Added to 971,658 27,672 0.11% 0.11% 42 +102,693 11.82% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 960,590 27,357 0.01% 0.01% 43 -590,998 -38.09% Q4 2025 Feb 10, 2026
ForthRight Wealth Management, LLC History Added to 951,024 27,085 7.79% 7.63% 44 +9,567 1.02% Q4 2025 Jan 13, 2026
TruNorth Capital Management, LLC History Added to 931,742 26,536 5.04% 5.07% 45 +13,539 1.47% Q4 2025 Feb 11, 2026
Summit Financial Strategies, Inc. History Reduced 912,824 25,997 2.14% 2.39% 46 -85,974 -8.61% Q4 2025 Jan 27, 2026
JPMORGAN CHASE & CO History Added to 865,931 24,661 0.0% 0.0% 47 +19,614 2.32% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 865,516 24,649 0.79% 0.78% 48 -96,626 -10.04% Q4 2025 Jan 09, 2026
Beacon Pointe Advisors, LLC History Added to 853,528 24,308 0.17% 0.2% 49 +25,576 3.09% Q4 2025 Feb 18, 2026
Legacy Wealth Management, Inc History Reduced 846,199 24,099 1.39% 1.46% 50 -44,489 -4.99% Q4 2025 Jan 21, 2026
FIDELIS iM, LLC History Added to 822,969 23,438 9.1% 10.03% 51 +661,509 409.7% Q4 2025 Jan 23, 2026
Chicago Partners Investment Group LLC History Added to 764,320 23,349 0.58% 0.52% 52 +70,849 10.22% Q4 2025 Jan 28, 2026
Joule Financial, LLC History Reduced 802,607 22,858 6.85% 6.92% 53 -24,833 -3.0% Q4 2025 Jan 20, 2026
Charles Schwab Trust Co History Added to 782,784 22,293 1.47% 1.41% 54 +36,767 4.93% Q4 2025 Jan 09, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 762,910 21,727 0.33% 0.36% 55 -64,757 -7.82% Q4 2025 Jan 22, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 761,887 21,698 0.18% 0.16% 56 +56,874 8.07% Q4 2025 Feb 13, 2026
White & Co Financial Planning Inc History Reduced 736,798 20,984 15.69% 15.48% 57 -326 -0.04% Q4 2025 Jan 20, 2026
RAYMOND JAMES FINANCIAL INC History Added to 728,641 20,751 0.01% 0.01% 58 +10,656 1.48% Q4 2025 Feb 18, 2026
Visionary Wealth Advisors History Added to 724,003 20,619 0.93% 0.93% 59 +12,867 1.81% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Added to 717,991 20,448 0.34% 0.33% 60 +16,193 2.31% Q4 2025 Jan 28, 2026
Cambridge Investment Research Advisors, Inc. History Added to 717,410 20,432 0.05% 0.05% 61 +91,724 14.66% Q4 2025 Feb 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 717,103 20,423 0.16% 0.15% 62 +66,194 10.17% Q4 2025 Jan 14, 2026
Strategic Financial Planning, Inc. History Reduced 704,165 20,054 11.41% 11.99% 63 -37,546 -5.06% Q4 2025 Feb 17, 2026
Ascension Capital Advisors, Inc. History Added to 700,423 19,948 6.84% 6.7% 64 +83,008 13.44% Q4 2025 Feb 10, 2026
SAGE FINANCIAL GROUP INC History Reduced 694,510 19,779 1.31% 1.32% 65 -3,457 -0.5% Q4 2025 Jan 27, 2026
Waterford Advisors, LLC History Reduced 674,601 19,212 7.51% 6.61% 66 -10,342 -1.51% Q4 2025 Feb 20, 2026
Merit Financial Group, LLC History Added to 636,337 18,122 0.15% 0.11% 67 +200,050 45.85% Q4 2025 Jan 26, 2026
Bangor Savings Bank History Reduced 619,041 17,630 1.42% 1.45% 68 -3,102 -0.5% Q4 2025 Jan 16, 2026
Clearwater Capital Advisors, LLC History Added to 612,302 17,438 1.45% 1.45% 69 +4,104 0.67% Q4 2025 Feb 09, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 597,919 17,028 0.01% 0.01% 70 +307,162 105.64% Q4 2025 Feb 11, 2026
ZynergyRetirementPlanningLLC History Added to 582,311 16,584 10.2% 10.06% 71 +10,442 1.83% Q4 2025 Jan 09, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 580,460 16,531 3.89% 3.96% 72 +3,065 0.53% Q4 2025 Feb 02, 2026
Main Street Financial Solutions, LLC History Reduced 571,325 16,271 1.22% 1.08% 73 -32,034 -5.31% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 561,987 16,005 0.29% 0.31% 74 -7,135 -1.25% Q4 2025 Feb 17, 2026
Matrix Trust Co History Added to 549,934 15,662 2.59% 2.37% 75 +8,028 1.48% Q4 2025 Jan 13, 2026
RKL Wealth Management LLC History Reduced 534,449 15,221 1.25% 1.28% 76 -4,608 -0.85% Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 513,395 14,621 0.26% 0.26% 77 +51,455 11.14% Q4 2025 Jan 16, 2026
Prime Capital Investment Advisors, LLC History Reduced 498,581 14,199 0.17% 0.18% 78 -22,727 -4.36% Q4 2025 Jan 21, 2026
Align Financial, LLC History New 14,069 14,069 0.01% — 79 +14,069 New Q4 2025 Feb 17, 2026
St. Louis Trust Co History Reduced 493,923 14,066 1.61% 1.73% 80 -3,901 -0.78% Q4 2025 Feb 09, 2026
Seneca Financial Advisors LLC History Added to 475,187 13,533 4.12% 3.98% 81 +38,590 8.84% Q4 2025 Jan 26, 2026
IMA Advisory Services, Inc. History Added to 469,627 13,375 1.28% 1.31% 82 +5,298 1.14% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 454,010 12,930 0.07% 0.08% 83 +20,367 4.7% Q4 2025 Feb 13, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 451,992 12,872 0.52% 0.51% 84 +1,976 0.44% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Added to 450,761 12,770 0.04% 0.04% 85 +5,014 1.12% Q4 2025 Feb 10, 2026
HHM Wealth Advisors, LLC History Added to 445,699 12,693 1.49% 1.34% 86 +32,040 7.75% Q4 2025 Jan 22, 2026
APPLETON PARTNERS INC/MA History Reduced 438,247 12,481 0.82% 0.83% 87 -3,296 -0.75% Q4 2025 Jan 09, 2026
Waverly Advisors, LLC History Reduced 436,454 12,430 0.1% 0.14% 88 -84,000 -16.14% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Reduced 434,554 12,376 0.03% 0.03% 89 -1,713 -0.39% Q4 2025 Feb 13, 2026
St. Johns Investment Management Company, LLC History Added to 433,344 12,341 5.15% 5.12% 90 +1,301 0.3% Q4 2025 Jan 29, 2026
Focus Financial Network, Inc. History Reduced 427,775 12,183 0.42% 0.43% 91 -5,121 -1.18% Q4 2025 Jan 12, 2026
Tidal Investments LLC History New 420,894 11,987 0.03% — 92 +420,894 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 420,148 11,965 0.01% 0.01% 93 +1,773 0.42% Q4 2025 Jan 30, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 417,570 11,892 5.07% 5.0% 94 +470 0.11% Q4 2025 Jan 22, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 388,298 11,726 2.63% 2.69% 95 +13,689 3.65% Q4 2025 Feb 04, 2026
Lutz Financial Services LLC History Reduced 408,365 11,630 0.79% 0.83% 96 -4,482 -1.09% Q4 2025 Feb 06, 2026
Tiller Private Wealth, Inc. History Reduced 403,024 11,478 4.08% 4.33% 97 -33,080 -7.59% Q4 2025 Jan 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 402,624 11,466 0.02% 0.02% 98 -56,373 -12.28% Q4 2025 Feb 12, 2026
Tradition Wealth Management, LLC History Reduced 397,930 11,333 0.81% 0.83% 99 -5,121 -1.27% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 393,300 11,201 0.11% 0.12% 100 -10,083 -2.5% Q4 2025 Feb 13, 2026
American Financial Advisors, LLC History Added to 392,503 11,178 1.44% 1.34% 101 +20,495 5.51% Q4 2025 Feb 03, 2026
Essex LLC History Added to 390,033 11,108 1.97% 1.94% 102 +5,740 1.49% Q4 2025 Jan 20, 2026
Missouri Trust & Investment Co History Reduced 388,018 11,050 3.24% 3.22% 103 -2,617 -0.67% Q4 2025 Feb 13, 2026
Sightline Wealth Advisors, LLC History Reduced 378,123 10,768 4.59% 4.87% 104 -8,609 -2.23% Q4 2025 Jan 26, 2026
Fort Point Capital Partners LLC History Added to 342,149 10,459 1.17% 1.12% 105 +733 0.21% Q4 2025 Feb 13, 2026
Amicus Financial Advisors, LLC History New 365,100 10,398 2.9% — 106 +365,100 New Q4 2025 Mar 02, 2026
Courage Miller Partners, LLC History Reduced 363,985 10,366 3.12% 3.13% 107 -11,351 -3.02% Q4 2025 Jan 26, 2026
ROYAL BANK OF CANADA History New 362,723 10,330 0.0% — 108 +362,723 New Q4 2025 Feb 17, 2026
BCS Wealth Management History Added to 359,359 10,234 1.03% 1.23% 109 +164,357 84.28% Q4 2025 Jan 26, 2026
Texas Yale Capital Corp. History Added to 359,164 10,228 0.31% 0.25% 110 +72,176 25.15% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 348,894 9,936 0.01% 0.01% 111 -6,375 -1.79% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Reduced 336,115 9,572 0.08% 0.1% 112 -345,769 -50.71% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Reduced 319,994 9,503 0.1% 0.1% 113 -2,082 -0.65% Q4 2025 Jan 26, 2026
Midwest Trust Co History Added to 329,286 9,378 0.12% 0.12% 114 +128 0.04% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 309,841 9,335 0.44% 0.5% 115 +2,513 0.82% Q4 2025 Feb 03, 2026
Brand Asset Management Group, Inc. History Reduced 327,017 9,313 2.6% 2.57% 116 -768 -0.23% Q4 2025 Feb 11, 2026
Curbstone Financial Management Corp History Added to 322,202 9,176 1.76% 1.7% 117 +5,700 1.8% Q4 2025 Jan 23, 2026
Creekside Partners History Added to 319,684 9,104 3.85% 3.67% 118 +21,460 7.2% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Added to 317,891 9,053 0.6% 0.57% 119 +22,466 7.6% Q4 2025 Feb 20, 2026
Alliance Wealth Management Group History Reduced 315,966 8,998 1.97% 2.32% 120 -58,345 -15.59% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 315,966 8,998 1.42% 1.68% 121 -58,345 -15.59% Q4 2025 Jan 21, 2026
FMR LLC History Added to 313,816 8,937 0.0% 0.0% 122 +28,515 9.99% Q4 2025 Feb 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 311,162 8,861 0.56% 0.58% 123 -5,378 -1.7% Q4 2025 Jan 23, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 308,991 8,800 3.08% 3.03% 124 +8,794 2.93% Q4 2025 Feb 09, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 304,128 8,661 0.24% 0.24% 125 +7,842 2.65% Q4 2025 Jan 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 289,605 8,601 0.18% 0.17% 126 +7,298 2.59% Q4 2025 Jan 26, 2026
Stratos Wealth Advisors, LLC History Reduced 299,884 8,540 0.41% 0.41% 127 -5,350 -1.75% Q4 2025 Jan 20, 2026
Athena Investment Management History Reduced 299,745 8,536 4.37% 4.4% 128 -2,662 -0.88% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Reduced 296,514 8,444 0.05% 0.05% 129 -1,423 -0.48% Q4 2025 Feb 03, 2026
Bleakley Financial Group, LLC History Added to 296,326 8,439 0.15% 0.18% 130 +19,118 6.9% Q4 2025 Feb 09, 2026
Curi Capital, LLC History Added to 293,606 8,361 0.14% 0.15% 131 +824 0.28% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 288,149 8,206 0.05% 0.05% 132 +298 0.1% Q4 2025 Jan 28, 2026
Baird Financial Group, Inc. History Added to 287,178 8,178 0.01% 0.0% 133 +259,684 944.51% Q4 2025 Feb 13, 2026
Bouchey Financial Group Ltd History Reduced 285,831 8,140 0.61% 0.62% 134 -3,978 -1.37% Q4 2025 Jan 16, 2026
Fortis Capital Management LLC History Added to 284,653 8,106 1.07% 0.77% 135 +89,176 45.62% Q4 2025 Feb 13, 2026
Compass Financial Group, INC/SD History Added to 283,587 8,076 1.15% 1.16% 136 +7,557 2.74% Q4 2025 Jan 27, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 268,672 7,651 1.05% 0.98% 137 +6,557 2.5% Q4 2025 Jan 20, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 262,982 7,489 3.41% 3.45% 138 +3,589 1.38% Q4 2025 Jan 12, 2026
Cannon Capital Management, Inc. History New 259,359 7,386 6.5% — 139 +259,359 New Q4 2025 Jan 30, 2026
MARSHALL WACE, LLP History New 257,239 7,326 0.01% — 140 +257,239 New Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 254,538 7,249 0.04% 0.06% 141 -21,463 -7.78% Q4 2025 Feb 17, 2026
Marquette Asset Management, LLC History Reduced 254,476 7,247 1.07% 1.09% 142 -1,010 -0.4% Q4 2025 Jan 16, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 251,902 7,174 1.26% 1.35% 143 -699 -0.28% Q4 2025 Jan 21, 2026
STEVENS CAPITAL PARTNERS History Added to 251,171 7,153 1.87% 1.83% 144 +31,915 14.56% Q4 2025 Jan 27, 2026
Asset Dedication, LLC History Reduced 250,924 7,146 0.47% 0.47% 145 -1,495 -0.59% Q4 2025 Jan 26, 2026
Tortoise Investment Management, LLC History Added to 249,586 7,108 0.62% 0.6% 146 +6,267 2.58% Q4 2025 Feb 06, 2026
Meeder Advisory Services, Inc. History Added to 248,521 7,077 0.3% 0.3% 147 +16,603 7.16% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History Reduced 246,052 7,007 1.11% 1.13% 148 -2,432 -0.98% Q4 2025 Feb 24, 2026
Asset Management Group, Inc. History Reduced 245,164 6,982 1.13% 1.17% 149 -10,478 -4.1% Q4 2025 Feb 17, 2026
Friedenthal Financial History Reduced 244,365 6,959 3.58% 3.7% 150 -12,692 -4.94% Q4 2025 Jan 27, 2026
Monetary Solutions, Ltd History New 242,588 6,908 6.81% — 151 +242,588 New Q4 2025 Feb 23, 2026
Black Diamond Financial, LLC History Reduced 238,297 6,786 0.72% 0.77% 152 -8,581 -3.48% Q4 2025 Feb 03, 2026
Arnold Financial Planning LLC History New 237,749 6,771 6.98% — 153 +237,749 New Q4 2025 Jan 27, 2026
Vivaldi Capital Management LP History Added to 237,611 6,767 0.92% 0.93% 154 +647 0.27% Q4 2025 Feb 13, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 236,864 6,745 2.05% 2.04% 155 -2,204 -0.92% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 236,127 6,725 0.0% 0.0% 156 -4,192 -1.74% Q4 2025 Feb 17, 2026
Victrix Investment Advisors History New 235,228 6,699 2.59% — 157 +235,228 New Q4 2025 Feb 11, 2026
Allworth Financial LP History New 233,450 6,648 0.03% — 158 +233,450 New Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Reduced 232,178 6,612 0.23% 0.25% 159 -1,959 -0.84% Q4 2025 Feb 04, 2026
MATHER GROUP, LLC. History Added to 230,882 6,575 0.07% 0.07% 160 +41 0.02% Q4 2025 Jan 13, 2026
Arax Advisory Partners History New 228,526 6,508 0.19% — 161 +228,526 New Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 222,800 6,345 0.28% 0.29% 162 -25,717 -10.35% Q4 2025 Feb 17, 2026
Bernard Wealth Management Corp. History Added to 219,391 6,248 2.53% 2.55% 163 +452 0.21% Q4 2025 Jan 15, 2026
KRM WEALTH MANAGEMENT L.L.C. History New 219,354 6,247 3.43% — 164 +219,354 New Q4 2025 Apr 07, 2026
EP Wealth Advisors, LLC History New 213,232 6,072 0.03% — 165 +213,232 New Q4 2025 Feb 18, 2026
MERIDIAN MANAGEMENT CO History Reduced 210,087 5,983 1.48% 1.61% 166 -5,783 -2.68% Q4 2025 Feb 10, 2026
Womack Financial LLC History Added to 208,737 5,944 4.39% 4.41% 167 +239 0.11% Q4 2025 Feb 10, 2026
Family Legacy Financial Solutions, LLC History Reduced 208,431 5,936 4.58% 4.61% 168 -7,232 -3.35% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 207,609 5,912 0.01% 0.01% 169 +94 0.05% Q4 2025 Mar 16, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 207,560 5,911 0.59% 0.6% 170 +2,581 1.26% Q4 2025 Jan 27, 2026
FIFTH THIRD SECURITIES, INC. History Added to 206,835 5,890 0.39% 0.39% 171 +3,118 1.53% Q4 2025 Jan 23, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 205,850 5,862 0.2% 0.19% 172 +1 0.0% Q4 2025 Feb 12, 2026
FLOYD FINANCIAL GROUP LLC History Added to 188,919 5,839 3.95% 3.76% 173 +6,131 3.35% Q4 2025 Feb 24, 2026
CWM, LLC History Added to 204,969 5,838 0.02% 0.02% 174 +4,322 2.15% Q4 2025 Jan 26, 2026
Garde Capital, Inc. History Reduced 203,489 5,795 0.34% 0.29% 175 -10,146 -4.75% Q4 2025 Feb 10, 2026
Orgel Wealth Management, LLC History Reduced 202,769 5,774 0.13% 0.13% 176 -844 -0.41% Q4 2025 Jan 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 202,216 5,759 0.0% 0.0% 177 +38,650 23.63% Q4 2025 Feb 17, 2026
Wilkins Miller Wealth Management, LLC History Added to 200,705 5,716 3.4% 3.14% 178 +17,652 9.64% Q4 2025 Jan 21, 2026
GUERRA PAN ADVISORS, LLC History Reduced 200,517 5,710 3.39% 3.39% 179 -301 -0.15% Q4 2025 Jan 13, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 198,536 5,654 1.64% 1.6% 180 +2,882 1.47% Q4 2025 Feb 12, 2026
Meriwether Wealth & Planning, LLC History New 195,943 5,580 3.15% — 181 +195,943 New Q4 2025 Jan 14, 2026
IFP Advisors, Inc History Reduced 194,014 5,525 0.12% 0.14% 182 -241 -0.12% Q4 2025 Feb 06, 2026
Powers Advisory Group, LLC History Added to 191,484 5,453 2.05% 2.1% 183 +2,880 1.53% Q4 2025 Jan 22, 2026
Cambridge Financial Group, LLC History Added to 204,168 5,448 1.89% 1.72% 184 +12,462 6.5% Q4 2025 Jan 09, 2026
Private Advisor Group, LLC History Added to 190,979 5,439 0.03% 0.02% 185 +72,812 61.62% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 190,648 5,429 0.25% 0.26% 186 -1,967 -1.02% Q4 2025 Feb 13, 2026
Integrity Advisory Solutions, LLC History Added to 190,122 5,414 0.78% 0.78% 187 +14,987 8.56% Q4 2025 Feb 09, 2026
Davis Capital Management History Added to 188,586 5,370 3.7% 3.57% 188 +3,774 2.04% Q4 2025 Jan 28, 2026
Modera Wealth Management, LLC History Reduced 188,156 5,358 0.06% 0.06% 189 -6,085 -3.13% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Reduced 187,268 5,333 0.16% 0.17% 190 -5,851 -3.03% Q4 2025 Feb 19, 2026
James J. Burns & Company, LLC History Reduced 186,773 5,319 0.73% 0.78% 191 -635 -0.34% Q4 2025 Jan 23, 2026
BALLAST ADVISORS LLC History Added to 184,870 5,265 1.45% 1.4% 192 +2,574 1.41% Q4 2025 Feb 03, 2026
Nikulski Financial, Inc. History Reduced 184,249 5,247 1.25% 1.37% 193 -11,532 -5.89% Q4 2025 Jan 15, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 182,517 5,198 0.54% 0.53% 194 +785 0.43% Q4 2025 Feb 12, 2026
NWM ADVISORS, LLC History New 181,744 5,176 4.5% — 195 +181,744 New Q4 2025 Feb 04, 2026
Opus Capital Group, LLC History Added to 181,580 5,171 0.56% 0.57% 196 +565 0.31% Q4 2025 Jan 30, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 179,862 5,122 0.75% 0.78% 197 -3,864 -2.1% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Added to 179,483 5,111 0.02% 0.02% 198 +8,809 5.16% Q4 2025 Feb 17, 2026
K2 Financial Inc. History Added to 171,073 5,104 3.94% 3.68% 199 +6,339 3.85% Q4 2025 Jan 22, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Reduced 178,696 5,089 2.23% 2.38% 200 -10,838 -5.72% Q4 2025 Feb 05, 2026
Chesapeake Wealth Management History Added to 177,738 5,061 1.51% 1.48% 201 +3,636 2.09% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Added to 177,271 5,048 0.09% 0.09% 202 +5,458 3.18% Q4 2025 Jan 22, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 176,874 5,037 0.1% 0.11% 203 -15,435 -8.03% Q4 2025 Feb 05, 2026
Plancorp, LLC History Reduced 174,728 4,976 0.15% 0.15% 204 -726 -0.41% Q4 2025 Feb 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 173,223 4,933 0.11% 0.13% 205 -17,450 -9.15% Q4 2025 Jan 27, 2026
Wealthfront Advisers LLC History Reduced 171,185 4,875 0.01% 0.01% 206 -6,025 -3.4% Q4 2025 Jan 30, 2026
Anchor Investment Management, LLC History Reduced 169,200 4,818 0.39% 0.39% 207 -398 -0.23% Q4 2025 Feb 26, 2026
NewEdge Advisors, LLC History Reduced 169,055 4,814 0.02% 0.02% 208 -12,584 -6.93% Q4 2025 Feb 18, 2026
Farther Finance Advisors, LLC History Added to 168,794 4,807 0.05% 0.03% 209 +86,968 106.28% Q4 2025 Jan 23, 2026
Values Added Financial LLC History Reduced 168,704 4,804 2.03% 2.11% 210 -1,275 -0.75% Q4 2025 Jan 16, 2026
STIFEL FINANCIAL CORP History Reduced 166,046 4,728 0.0% 0.01% 211 -79,179 -32.29% Q4 2025 Feb 13, 2026
Upper Left Wealth Management, LLC History Added to 165,081 4,701 2.87% 2.85% 212 +2,264 1.39% Q4 2025 Jan 22, 2026
Asset Allocation Strategies LLC History Added to 164,467 4,684 0.87% 0.86% 213 +8,352 5.35% Q4 2025 Feb 13, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 164,273 4,678 3.16% 2.93% 214 +6,244 3.95% Q4 2025 Feb 04, 2026
RWA WEALTH PARTNERS, LLC History Added to 161,143 4,589 0.05% 0.04% 215 +29,081 22.02% Q4 2025 Feb 12, 2026
PFG Advisors History Added to 160,145 4,560 0.22% 0.07% 216 +98,290 158.9% Q4 2025 Jan 27, 2026
FF Advisors,LLC History Added to 158,959 4,527 2.02% 2.1% 217 +1,386 0.88% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 154,959 4,413 0.0% 0.0% 218 +12,573 8.83% Q4 2025 Feb 17, 2026
May Barnhard Investments LLC History Reduced 153,028 4,358 2.06% 2.01% 219 -2,719 -1.75% Q4 2025 Jan 28, 2026
Downshift Financial, LLC History New 145,214 4,335 2.67% — 220 +145,214 New Q4 2025 Mar 11, 2026
WBH ADVISORY INC History Added to 149,589 4,260 0.32% 0.3% 221 +6,969 4.89% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 148,381 4,225 0.05% 0.08% 222 -176,148 -54.28% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 148,189 4,220 0.02% 0.02% 223 +1,676 1.14% Q4 2025 Feb 11, 2026
Wealthspire Retirement, LLC History Reduced 146,334 4,167 0.25% 0.27% 224 -3,106 -2.08% Q4 2025 Feb 18, 2026
Rinkey Investments History Reduced 146,310 4,166 1.06% 1.09% 225 -1,167 -0.79% Q4 2025 Feb 04, 2026
Quantinno Capital Management LP History Added to 146,147 4,162 0.01% 0.01% 226 +68,078 87.2% Q4 2025 Feb 17, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 7,211 4,130 2.0% 0.6% 227 -37,000 -83.69% Q4 2025 Jan 09, 2026
Foster Victor Wealth Advisors, LLC History Reduced 135,147 4,127 0.24% 0.25% 228 -4,320 -3.1% Q4 2025 Jan 26, 2026
J. Derek Lewis & Associates Inc. History New 144,171 4,106 0.96% — 229 +144,171 New Q4 2025 Mar 23, 2026
IFS Advisors, LLC History Added to 144,011 4,101 2.13% 0.85% 230 +91,730 175.46% Q4 2025 Jan 09, 2026
Wealth Architects, LLC History Reduced 143,320 4,081 0.37% 0.38% 231 -250 -0.17% Q4 2025 Feb 17, 2026
Lighthouse Wealth Management Inc. History Added to 142,840 4,068 2.78% 3.22% 232 +586 0.41% Q4 2025 Jan 15, 2026
Churchill Financial Advisors, LLC History New 142,717 4,064 1.24% — 233 +142,717 New Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Reduced 141,544 4,031 0.02% 0.07% 234 -403,416 -74.03% Q4 2025 Jan 29, 2026
Leisure Capital Management History Reduced 141,376 4,026 1.33% 1.39% 235 -4,003 -2.75% Q4 2025 Jan 27, 2026
Gordian Advisors LLC History Reduced 140,765 4,008 2.66% 2.64% 236 -296 -0.21% Q4 2025 Feb 09, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 138,569 3,946 0.64% 0.68% 237 -1,589 -1.13% Q4 2025 Feb 11, 2026
Global Strategic Investment Solutions, LLC History Reduced 138,318 3,939 0.39% 0.39% 238 -3,273 -2.31% Q4 2025 Jan 29, 2026
Liberty Capital Management, Inc. History Added to 136,577 3,889 0.72% 0.7% 239 +2,450 1.83% Q4 2025 Jan 26, 2026
Abound Wealth Management History Added to 135,832 3,868 0.91% 0.94% 240 +690 0.51% Q4 2025 Jan 12, 2026
OUTFITTERS FINANCIAL LLC History Reduced 135,191 3,850 3.03% 3.05% 241 -20 -0.01% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 135,151 3,849 0.25% 0.27% 242 -8,805 -6.12% Q4 2025 Feb 03, 2026
Meramec Financial Planners, LLC History New 124,345 3,841 1.5% — 243 +124,345 New Q4 2025 Feb 10, 2026
DHJJ Financial Advisors, Ltd. History Reduced 133,924 3,814 1.27% 1.27% 244 -789 -0.59% Q4 2025 Jan 23, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 132,523 3,774 0.41% 0.44% 245 -6,991 -5.01% Q4 2025 Feb 18, 2026
Perigon Wealth Management, LLC History Added to 131,033 3,731 0.07% 0.07% 246 +828 0.64% Q4 2025 Jan 16, 2026
Embree Financial Group History Reduced 130,449 3,715 0.46% 0.52% 247 -9,467 -6.77% Q4 2025 Jan 14, 2026
Valpey Financial Services, LLC History Reduced 127,765 3,638 2.32% 2.38% 248 -2,698 -2.07% Q4 2025 Mar 04, 2026
Sensible Money, LLC History Added to 127,722 3,637 1.16% 1.11% 249 +10,387 8.85% Q4 2025 Feb 09, 2026
PATTEN & PATTEN INC/TN History Added to 127,666 3,635 0.21% 0.21% 250 +1,397 1.11% Q4 2025 Feb 03, 2026
Newman Dignan & Sheerar, Inc. History Reduced 127,552 3,632 0.76% 0.78% 251 -1,856 -1.43% Q4 2025 Jan 22, 2026
Diligent Investors, LLC History Reduced 126,562 3,604 0.89% 0.94% 252 -6,679 -5.01% Q4 2025 Jan 23, 2026
Tradewinds Capital Management, LLC History Added to 125,767 3,581 0.76% 0.77% 253 +3,224 2.63% Q4 2025 Jan 14, 2026
United Advisor Group, LLC History Added to 125,415 3,571 0.45% 0.43% 255 +10,612 9.24% Q4 2025 Jan 26, 2026
Valmark Advisers, Inc. History Reduced 125,411 3,571 0.04% 0.05% 254 -4,060 -3.14% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 124,935 3,558 0.16% 0.15% 256 +8,598 7.39% Q4 2025 Feb 06, 2026
Gleason Group, Inc. History Added to 124,799 3,554 0.35% 0.33% 257 +7,939 6.79% Q4 2025 Jan 15, 2026
Broadleaf Partners, LLC History Added to 124,272 3,539 0.75% 0.72% 258 +70 0.06% Q4 2025 Feb 13, 2026
Destination Wealth Management History Reduced 123,600 3,520 0.09% 0.1% 259 -2,109 -1.68% Q4 2025 Feb 13, 2026
Community Bank, N.A. History Reduced 123,224 3,508 0.41% 0.42% 260 -2,000 -1.6% Q4 2025 Feb 04, 2026
Cornerstone Wealth Group, LLC History Reduced 122,145 3,478 0.24% 0.29% 261 -33,712 -21.63% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 120,923 3,443 0.07% 0.09% 262 +37,127 44.31% Q4 2025 Feb 11, 2026
Wealth Enhancement Trust Services, Inc. History New 120,662 3,436 0.43% — 263 +120,662 New Q4 2025 Jan 27, 2026
Next Capital Management LLC History Added to 119,142 3,393 1.09% 1.09% 264 +1,759 1.5% Q4 2025 Feb 11, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 118,805 3,383 1.66% 1.69% 265 -7,979 -6.29% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History Added to 118,552 3,376 0.08% 0.11% 266 +1,563 1.34% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Reduced 118,494 3,374 0.02% 0.02% 267 -1,729 -1.44% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History Reduced 118,394 3,371 0.13% 0.14% 269 -23,249 -16.41% Q4 2025 Feb 02, 2026
VALLEY NATIONAL ADVISERS INC History Added to 118,380 3,371 0.47% 0.51% 268 +764 0.65% Q4 2025 Jan 23, 2026
Triangle Securities Wealth Management History Added to 116,956 3,330 0.7% 0.73% 270 +1,528 1.32% Q4 2025 Jan 13, 2026
HBK Sorce Advisory LLC History Added to 106,835 3,300 0.08% 0.08% 271 +486 0.46% Q4 2025 Feb 09, 2026
Boltwood Capital Management History Added to 114,620 3,264 0.85% 0.84% 272 +1,245 1.1% Q4 2025 Jan 02, 2026
Cynosure Group, LLC History Added to 113,827 3,241 0.33% 0.32% 273 +8,877 8.46% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 112,932 3,216 0.0% 0.0% 274 +8,760 8.41% Q4 2025 Feb 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 112,022 3,190 1.3% 1.32% 275 -1,880 -1.65% Q4 2025 Feb 11, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 111,632 3,179 0.16% 0.17% 276 -5,201 -4.45% Q4 2025 Feb 11, 2026
Vision Capital Management, Inc. History Reduced 109,740 3,125 0.38% 0.39% 277 -2,612 -2.32% Q4 2025 Jan 27, 2026
Lee Financial Co History Added to 109,709 3,124 0.42% 0.38% 278 +984 0.91% Q4 2025 Jan 22, 2026
World Investment Advisors History Added to 109,686 3,123 0.05% 0.03% 279 +49,727 82.94% Q4 2025 Mar 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 108,159 3,080 0.0% — 280 +108,159 New Q4 2025 Feb 13, 2026
SYKON CAPITAL LLC History Added to 108,112 3,079 0.99% 0.98% 281 +2,705 2.57% Q4 2025 Feb 12, 2026
Smith Thornton Advisors LLC History Added to 106,844 3,042 1.55% 1.54% 282 +1,848 1.76% Q4 2025 Jan 14, 2026
Foster Group, Inc. History Added to 106,529 3,033 0.09% 0.09% 283 +2,816 2.72% Q4 2025 Jan 12, 2026
Global Retirement Partners, LLC History Added to 106,080 3,021 0.05% 0.03% 284 +52,876 99.38% Q4 2025 Feb 06, 2026
MONEYWISE, INC. History Reduced 105,777 3,012 1.25% 1.73% 285 -31,633 -23.02% Q4 2025 Feb 05, 2026
Arcataur Capital Management LLC History Reduced 105,424 3,002 0.86% 0.88% 286 -2,339 -2.17% Q4 2025 Jan 27, 2026
PINNACLE ASSOCIATES LTD History Reduced 105,321 2,999 0.04% 0.04% 287 -2,910 -2.69% Q4 2025 Feb 05, 2026
Creegan & Nassoura Financial Group, LLC History Reduced 104,732 2,982 1.94% 1.95% 288 -3,300 -3.05% Q4 2025 Feb 17, 2026
Accelerate Investment Advisors LLC History Added to 104,676 2,981 2.01% 1.9% 289 +4,615 4.61% Q4 2025 Jan 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 104,437 2,974 0.19% 0.21% 290 -11,173 -9.66% Q4 2025 Jan 26, 2026
Elser Financial Planning, Inc History Reduced 104,335 2,971 2.15% 3.62% 291 -2,747 -2.57% Q4 2025 Jan 15, 2026
NBT BANK N A /NY History Reduced 82,687 2,969 0.19% 0.19% 292 -1,923 -2.27% Q4 2025 Jan 23, 2026
Game Plan Financial Advisors, LLC History Reduced 104,054 2,963 1.19% 2.34% 293 -98,413 -48.61% Q4 2025 Jan 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 103,379 2,944 0.12% 0.12% 294 -1,365 -1.3% Q4 2025 Feb 09, 2026
Element Wealth, LLC History Reduced 103,398 2,944 1.21% 1.26% 295 -729 -0.7% Q4 2025 Feb 13, 2026
Alpha Omega Wealth Management LLC History Added to 103,340 2,943 0.49% 0.48% 296 +227 0.22% Q4 2025 Jan 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 102,103 2,907 0.0% 0.0% 297 +64,927 174.65% Q4 2025 Feb 06, 2026
WealthShield Partners, LLC History Reduced 101,322 2,893 0.32% 0.33% 298 -3,445 -3.29% Q4 2025 Feb 03, 2026
Phil A. Younker & Associates, Ltd. History Added to 101,187 2,881 2.01% 1.86% 299 +13,961 16.01% Q4 2025 Jan 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 100,626 2,865 0.04% 0.04% 300 +112 0.11% Q4 2025 Jan 30, 2026
Summit Financial, LLC History Reduced 100,591 2,864 0.04% 0.04% 301 -1,256 -1.23% Q4 2025 Feb 13, 2026
Harbor Group, Inc. History Reduced 99,913 2,845 0.43% 0.46% 302 -3,499 -3.38% Q4 2025 Jan 12, 2026
BlackRock, Inc. History Added to 99,025 2,820 0.0% 0.0% 303 +21,824 28.27% Q4 2025 Feb 12, 2026
Guardian Financial Partners, LLC History Added to 98,296 2,799 1.18% 1.11% 304 +3,858 4.09% Q4 2025 Jan 14, 2026
1834 INVESTMENT ADVISORS CO History Reduced 97,500 2,776 0.35% 0.35% 305 -4,881 -4.77% Q4 2025 Jan 29, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 96,807 2,757 1.3% 1.32% 306 -1,925 -1.95% Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Reduced 96,533 2,749 0.56% 0.58% 307 -2,129 -2.16% Q4 2025 Jan 21, 2026
First Growth Capital LLC History New 87,861 2,706 2.4% — 308 +87,861 New Q4 2025 Feb 19, 2026
SeaCrest Wealth Management, LLC History Reduced 91,365 2,702 0.27% 0.28% 309 -2,081 -2.23% Q4 2025 Jan 12, 2026
ProVise Management Group, LLC History Reduced 94,334 2,686 0.19% 0.2% 310 -1,897 -1.97% Q4 2025 Jan 29, 2026
Investors Research Corp History Reduced 93,859 2,673 0.49% 0.49% 311 -250 -0.27% Q4 2025 Jan 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 92,692 2,640 0.03% 0.03% 312 +2,260 2.5% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 92,615 2,637 0.05% 0.06% 313 -13,088 -12.38% Q4 2025 Feb 06, 2026
Ironwood Wealth Management, LLC. History Reduced 92,079 2,622 0.77% 0.86% 314 -410 -0.44% Q4 2025 Feb 02, 2026
Advisor OS, LLC History Added to 91,516 2,606 0.21% 0.15% 315 +29,093 46.61% Q4 2025 Feb 04, 2026
Northeast Financial Group, Inc. History Added to 90,520 2,578 0.58% 0.55% 316 +11,185 14.1% Q4 2025 Feb 17, 2026
Centerpoint Advisors, LLC History Added to 90,006 2,563 0.79% 0.78% 317 +6 0.01% Q4 2025 Feb 13, 2026
MADDEN SECURITIES Corp History Reduced 89,770 2,556 0.78% 0.77% 318 -235 -0.26% Q4 2025 Feb 04, 2026
Revolve Wealth Partners, LLC History Reduced 89,210 2,540 0.3% 0.3% 319 -156 -0.17% Q4 2025 Jan 20, 2026
IEQ CAPITAL, LLC History Added to 89,057 2,536 0.01% 0.01% 320 +5,499 6.58% Q4 2025 Feb 13, 2026
L.K. Benson & Company, P.C. History Added to 88,858 2,530 1.27% 1.34% 321 +56 0.06% Q4 2025 Feb 06, 2026
Breachway Investments LLC History New 88,483 2,519 2.66% — 322 +88,483 New Q4 2025 Jan 27, 2026
COMERICA BANK History Added to 88,022 2,506 0.01% 0.01% 323 +806 0.92% Q4 2025 Jan 29, 2026
Murphy & Mullick Capital Management Corp History Reduced 87,317 2,486 1.79% 1.83% 324 -1,284 -1.45% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Reduced 87,055 2,479 0.02% 0.02% 325 -1,425 -1.61% Q4 2025 Feb 17, 2026
Independent Solutions Wealth Management, LLC History Added to 87,025 2,478 0.46% 0.42% 326 +1,643 1.92% Q4 2025 Feb 05, 2026
Firestone Capital Management History Added to 86,954 2,476 0.53% 0.5% 327 +4,155 5.02% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Reduced 86,748 2,470 0.01% 0.01% 328 -53,778 -38.27% Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History Reduced 86,463 2,462 0.57% 0.63% 329 -7,138 -7.63% Q4 2025 Feb 10, 2026
McAdam, LLC History Reduced 86,251 2,456 0.11% 0.12% 330 -1,517 -1.73% Q4 2025 Feb 13, 2026
Joseph P. Lucia & Associates, LLC History Reduced 85,566 2,436 0.88% 0.93% 331 -3,000 -3.39% Q4 2025 Jan 28, 2026
Juno Financial Group LLC History New 85,168 2,425 0.97% — 332 +85,168 New Q4 2025 Jan 28, 2026
Dorato Capital Management History New 79,852 2,418 1.81% — 333 +79,852 New Q4 2025 Jan 16, 2026
FSM Wealth Advisors, LLC History Reduced 84,604 2,409 0.33% 0.39% 334 -13,652 -13.89% Q4 2025 Jan 23, 2026
Midwestern Financial, LLC /IA History Added to 83,713 2,384 1.97% 1.74% 335 +11,129 15.33% Q4 2025 Feb 06, 2026
IF Advisors, LLC History New 83,153 2,368 1.92% — 336 +83,153 New Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 82,975 2,363 0.03% 0.04% 337 -55,855 -40.23% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 82,699 2,355 0.08% 0.09% 338 -4,947 -5.64% Q4 2025 Feb 06, 2026
Savvy Advisors, Inc. History Added to 82,430 2,347 0.08% 0.1% 339 +1,938 2.41% Q4 2025 Jan 20, 2026
Wealthcare Advisory Partners LLC History Reduced 81,516 2,321 0.05% 0.06% 340 -20,024 -19.72% Q4 2025 Jan 14, 2026
Orion Porfolio Solutions, LLC History Reduced 80,959 2,305 0.02% 0.02% 341 -648 -0.79% Q4 2025 Feb 12, 2026
Mid-American Wealth Advisory Group, Inc. History Added to 80,738 2,299 0.97% 0.89% 342 +9,634 13.55% Q4 2025 Jan 23, 2026
Aspen Investment Management Inc History Added to 80,611 2,296 0.69% 0.86% 343 +716 0.9% Q4 2025 Feb 06, 2026
Code Waechter LLC History Reduced 80,391 2,289 1.47% 1.48% 344 -230 -0.29% Q4 2025 Jan 26, 2026
Consilium Wealth Advisory, LLC History Reduced 80,138 2,282 0.84% 0.86% 345 -102 -0.13% Q4 2025 Jan 26, 2026
Allen Capital Group, LLC History Added to 79,695 2,269 0.21% 0.2% 346 +5,384 7.25% Q4 2025 Feb 09, 2026
Columbus Macro, LLC History Added to 79,447 2,262 0.25% 0.24% 347 +3,277 4.3% Q4 2025 Jan 15, 2026
Caprock Group, LLC History Reduced 79,343 2,259 0.05% 0.07% 348 -20,146 -20.25% Q4 2025 Jan 28, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 79,140 2,253 1.22% 1.25% 349 -691 -0.87% Q4 2025 Feb 05, 2026
American Investment Services, Inc. History Reduced 78,428 2,233 0.52% 0.53% 350 -804 -1.01% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Added to 78,138 2,225 0.08% 0.08% 351 +89 0.11% Q4 2025 Feb 02, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 77,800 2,215 0.86% 0.88% 352 -2,947 -3.65% Q4 2025 Jan 21, 2026
Sage Financial Management Group, Inc. History Added to 77,218 2,199 0.67% 0.68% 353 +542 0.71% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 75,733 2,156 0.0% 0.0% 354 -325 -0.43% Q4 2025 Feb 12, 2026
Compass Advisory Group LLC History Reduced 75,538 2,151 0.58% 0.59% 355 -364 -0.48% Q4 2025 Jan 21, 2026
Robertson Stephens Wealth Management, LLC History Added to 75,157 2,140 0.06% 0.03% 356 +41,869 125.78% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Reduced 75,110 2,139 0.03% 0.03% 357 -372 -0.49% Q4 2025 Feb 09, 2026
Wealth Group Ltd History Reduced 75,030 2,137 0.48% 0.5% 358 -2,418 -3.12% Q4 2025 Jan 12, 2026
CDKV HOLDINGS LLC History New 73,273 2,086 1.74% — 359 +73,273 New Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 73,174 2,083 0.08% 0.06% 360 +42,908 141.77% Q4 2025 Feb 04, 2026
JFS WEALTH ADVISORS, LLC History Added to 72,841 2,074 0.12% 0.12% 361 +1,814 2.55% Q4 2025 Jan 14, 2026
Venture Visionary Partners LLC History Added to 72,516 2,065 0.07% 0.07% 362 +1,117 1.56% Q4 2025 Feb 13, 2026
Denver PWM, LLC History No change 81,482 2,061 0.69% 0.64% 363 0 0.0% Q4 2025 Feb 11, 2026
Whelan Financial History Reduced 72,325 2,059 0.64% 0.64% 364 -348 -0.48% Q4 2025 Feb 02, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 72,216 2,056 0.18% 0.15% 365 +35,588 97.16% Q4 2025 Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 71,534 2,037 0.23% 0.24% 366 -1,513 -2.07% Q4 2025 Jan 14, 2026
SWS Partners History Reduced 71,434 2,034 0.49% 0.49% 367 -354 -0.49% Q4 2025 Jan 16, 2026
Fortune Financial Group, Inc. History New 70,556 2,020 1.99% — 368 +70,556 New Q4 2025 Feb 11, 2026
Everhart Financial Group, Inc. History Reduced 70,467 2,006 0.19% 0.22% 369 -7,158 -9.22% Q4 2025 Jan 07, 2026
Summit Financial Wealth Advisors, LLC History Added to 69,922 1,991 0.28% 0.29% 370 +3,962 6.01% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Added to 69,729 1,985 0.05% 0.05% 371 +1,258 1.84% Q4 2025 Feb 02, 2026
Tower Research Capital LLC (TRC) History Reduced 69,222 1,971 0.05% 0.23% 372 -230,258 -76.89% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 68,185 1,941 0.05% 0.05% 373 +778 1.15% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Reduced 68,144 1,940 0.0% 0.0% 374 -2,059 -2.93% Q4 2025 Feb 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 67,582 1,924 0.03% 0.04% 375 -41,086 -37.81% Q4 2025 Jan 22, 2026
Dakota Wealth Management History Added to 67,172 1,913 0.03% 0.04% 376 +1,783 2.73% Q4 2025 Jan 13, 2026
Oakwell Private Wealth Management, LLC History Added to 66,877 1,904 0.36% 0.36% 377 +2,624 4.08% Q4 2025 Jan 30, 2026
MOLLER WEALTH PARTNERS History Reduced 66,703 1,899 0.4% 0.39% 378 -331 -0.49% Q4 2025 Jan 08, 2026
BAILARD, INC. History Added to 66,376 1,890 0.04% 0.04% 379 +854 1.3% Q4 2025 Feb 04, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 66,120 1,883 0.19% 0.18% 380 +1,770 2.75% Q4 2025 Feb 02, 2026
VSM Wealth Advisory, LLC History Reduced 65,912 1,873 0.56% 3.33% 381 -336,439 -83.62% Q4 2025 Feb 06, 2026
LTG Capital LLC History Added to 65,735 1,872 1.46% 1.42% 382 +846 1.3% Q4 2025 Feb 11, 2026
Madison Park Capital Advisors, LLC History Reduced 65,695 1,870 1.52% 1.51% 383 -293 -0.44% Q4 2025 Jan 20, 2026
Per Stirling Capital Management, LLC. History Added to 65,419 1,863 0.21% 0.22% 384 +581 0.9% Q4 2025 Feb 17, 2026
Jacobs Equity LLC History New 65,032 1,852 1.78% — 385 +65,032 New Q4 2025 Feb 19, 2026
Kelman-Lazarov, Inc. History Added to 64,558 1,838 0.26% 0.26% 386 +587 0.92% Q4 2025 Jan 26, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 64,376 1,833 0.39% 0.35% 387 -10,765 -14.33% Q4 2025 Feb 17, 2026
Warwick Investment Management, Inc. History Added to 64,336 1,832 0.28% 0.31% 388 +393 0.61% Q4 2025 Jan 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 63,371 1,804 0.0% 0.0% 389 -28,421 -30.96% Q4 2025 Feb 13, 2026
LVW Advisors, LLC History Reduced 63,285 1,802 0.18% 0.19% 390 -3,472 -5.2% Q4 2025 Jan 14, 2026
Janney Montgomery Scott LLC History Reduced 63,053 1,796 0.0% 0.0% 391 -2,933 -4.44% Q4 2025 Feb 11, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 62,295 1,774 0.58% 0.67% 392 -9,721 -13.5% Q4 2025 Jan 27, 2026
Sequent Planning LLC History Added to 62,199 1,771 0.45% 0.36% 393 +16,321 35.57% Q4 2025 Feb 05, 2026
DUNCKER STREETT & CO INC History Reduced 61,999 1,765 0.31% 0.3% 394 -71 -0.11% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Reduced 56,881 1,732 0.06% 0.06% 395 -141 -0.25% Q4 2025 Jan 27, 2026
ATLAS CAPITAL ADVISORS INC. History New 60,523 1,723 0.19% — 396 +60,523 New Q4 2025 Feb 13, 2026
Oldfather Financial Services, LLC History Reduced 60,371 1,719 0.51% 0.53% 397 -629 -1.03% Q4 2025 Jan 16, 2026
Concurrent Investment Advisors, LLC History Added to 60,338 1,718 0.02% 0.03% 398 +5,929 10.9% Q4 2025 Jan 29, 2026
WJ Financial Advisors LLC History Added to 59,997 1,708 1.52% 1.6% 399 +696 1.17% Q4 2025 Feb 02, 2026
Advisory Services Network, LLC History Reduced 59,902 1,706 0.02% 0.07% 400 -122,749 -67.2% Q4 2025 Feb 17, 2026
Argos Wealth Advisors, LLC History New 59,710 1,700 0.46% — 401 +59,710 New Q4 2025 Feb 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 59,588 1,697 0.02% 0.02% 402 +9,495 18.95% Q4 2025 Feb 10, 2026
Bravias Capital Group, LLC History Added to 59,091 1,682 1.02% 1.03% 403 +3,825 6.92% Q4 2025 Jan 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 58,781 1,674 0.02% 0.02% 404 -2,316 -3.79% Q4 2025 Feb 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 58,343 1,661 0.05% 0.06% 405 -3,614 -5.83% Q4 2025 Jan 30, 2026
Bensler, LLC History Reduced 58,324 1,661 0.17% 0.18% 406 -2,611 -4.28% Q4 2025 Feb 04, 2026
Spinnaker Investment Group, LLC History Reduced 58,161 1,656 0.3% 0.31% 407 -675 -1.15% Q4 2025 Jan 12, 2026
CRA Financial Services, LLC History Reduced 57,867 1,648 0.22% 0.25% 408 -8,620 -12.96% Q4 2025 Jan 16, 2026
JMG Financial Group, Ltd. History Added to 57,739 1,644 0.05% 0.04% 409 +9,266 19.12% Q4 2025 Feb 10, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 57,743 1,644 0.76% 0.79% 410 -225 -0.39% Q4 2025 Jan 15, 2026
Greenhouse Wealth Management, LLC History Added to 57,267 1,630 0.96% 0.96% 411 +93 0.16% Q4 2025 Jan 21, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 56,906 1,620 0.35% 0.33% 412 +3,013 5.59% Q4 2025 Jan 26, 2026
Apella Capital, LLC History Added to 56,501 1,609 0.03% 0.03% 413 +9,929 21.32% Q4 2025 Jan 21, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 56,208 1,600 0.25% 0.26% 414 -500 -0.88% Q4 2025 Feb 11, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 55,026 1,567 0.12% 0.12% 415 +1,000 1.85% Q4 2025 Feb 04, 2026
ARK & TLK INVESTMENTS, LLC History No change 55,000 1,566 0.43% 0.49% 416 0 0.0% Q4 2025 Feb 10, 2026
NESTEGG ADVISORS, INC. History Added to 54,861 1,562 1.33% 1.33% 417 +1,320 2.47% Q4 2025 Jan 21, 2026
Virtue Capital Management, LLC History Added to 54,176 1,560 0.24% 0.46% 418 +8,328 18.16% Q4 2025 Feb 18, 2026
North Forty Two & Co. History Added to 54,705 1,557 1.47% 1.39% 420 +3,700 7.25% Q4 2025 Feb 09, 2026
Milestone Investment Advisors LLC History Reduced 54,699 1,557 0.38% 0.39% 419 -1,073 -1.92% Q4 2025 Feb 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 54,550 1,553 0.12% 0.1% 421 -324 -0.59% Q4 2025 Jan 23, 2026
Cambridge Advisors Inc. History Reduced 54,289 1,546 0.29% 0.3% 422 -140 -0.26% Q4 2025 Jan 21, 2026
RCW Management, LLC History New 54,132 1,541 1.56% — 423 +54,132 New Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 53,306 1,528 0.0% 0.0% 424 +12,607 30.98% Q4 2025 Feb 05, 2026
Summit Place Financial Advisors, LLC History Reduced 53,635 1,527 0.74% 0.71% 425 -40 -0.07% Q4 2025 Feb 02, 2026
Valeo Financial Advisors, LLC History Added to 63,225 1,515 0.03% 0.03% 426 +42 0.07% Q4 2025 Feb 04, 2026
Enclave Advisors LLC History Added to 53,121 1,512 0.21% 0.12% 427 +25,329 91.14% Q4 2025 Jan 14, 2026
JM2 Capital Inc. History New 52,602 1,498 1.2% — 428 +52,602 New Q4 2025 Jan 23, 2026
Wedmont Private Capital History Reduced 50,591 1,496 0.05% 0.06% 429 -4,198 -7.66% Q4 2025 Jan 08, 2026
Envision Financial LLC History Reduced 52,425 1,493 0.79% 0.9% 431 -3,801 -6.76% Q4 2025 Jan 07, 2026
Laraway Financial Advisors Inc History Added to 52,446 1,493 0.97% 0.97% 430 +1,487 2.92% Q4 2025 Feb 13, 2026
Seek First Inc. History Added to 52,189 1,486 1.02% 1.04% 432 +229 0.44% Q4 2025 Jan 30, 2026
Diversified Enterprises, LLC History Added to 52,155 1,485 0.09% 0.05% 433 +22,932 78.47% Q4 2025 Jan 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 52,022 1,481 0.04% 0.04% 434 +172 0.33% Q4 2025 Feb 03, 2026
Blossom Wealth Management History Reduced 51,947 1,479 2.44% 2.39% 435 -1,151 -2.17% Q4 2025 Jan 16, 2026
Stratos Wealth Partners, LTD. History Added to 51,896 1,478 0.02% 0.02% 436 +2,834 5.78% Q4 2025 Jan 20, 2026
Diversify Advisory Services, LLC History Reduced 47,881 1,462 0.05% 0.06% 437 -17,172 -26.4% Q4 2025 Jan 23, 2026
Avior Wealth Management, LLC History Added to 50,962 1,451 0.05% 0.04% 438 +4,781 10.35% Q4 2025 Jan 06, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 50,389 1,435 0.03% 0.03% 439 -4,970 -8.98% Q4 2025 Jan 28, 2026
CHOREO, LLC History Added to 49,690 1,427 0.02% 0.02% 440 +1,029 2.11% Q4 2025 Jan 23, 2026
Elmwood Wealth Management, Inc. History Reduced 49,962 1,422 0.45% 0.49% 441 -117 -0.23% Q4 2025 Jan 08, 2026
Sprinkle Financial Consultants LLC History Reduced 49,686 1,415 0.72% 0.77% 442 -18 -0.04% Q4 2025 Jan 08, 2026
Intellus Advisors LLC History Added to 49,632 1,413 0.19% 0.18% 443 +1,185 2.45% Q4 2025 Feb 06, 2026
MilWealth Group LLC History No change 49,198 1,401 0.33% 0.33% 444 0 0.0% Q4 2025 Feb 02, 2026
COOPER/HAIMS ADVISORS, LLC History Added to 48,997 1,395 0.63% 0.64% 445 +77 0.16% Q4 2025 Feb 11, 2026
Aspen Grove Capital, LLC History Added to 49,005 1,395 0.24% 0.23% 446 +54 0.11% Q4 2025 Feb 17, 2026
Passive Capital Management, LLC. History Added to 48,972 1,394 0.44% 0.42% 447 +2,378 5.1% Q4 2025 Feb 05, 2026
PARK AVENUE SECURITIES LLC History Added to 48,717 1,387 0.01% 0.01% 448 +14,762 43.48% Q4 2025 Jan 05, 2026
BEACON ADVISORS HOLDINGS, LLC History New 48,640 1,385 0.73% — 450 +48,640 New Q4 2025 Feb 27, 2026
NorthRock Partners, LLC History Added to 48,639 1,385 0.02% 0.02% 449 +8,830 22.18% Q4 2025 Feb 17, 2026
OneAscent Financial Services LLC History New 48,610 1,384 0.13% — 451 +48,610 New Q4 2025 Feb 11, 2026
CENTAURUS FINANCIAL, INC. History Reduced 48,568 1,383 0.06% 0.06% 452 -826 -1.67% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 48,508 1,381 0.42% 0.14% 453 +43,233 819.58% Q4 2025 Feb 17, 2026
Milestone Asset Management Group, LLC History Reduced 48,335 1,376 0.78% 0.87% 454 -1,420 -2.85% Q4 2025 Feb 03, 2026
WEST PACES ADVISORS INC. History Reduced 48,289 1,375 0.27% 0.27% 455 -849 -1.73% Q4 2025 Jan 21, 2026
Ameritas Investment Partners, Inc. History Added to 48,236 1,373 0.04% 0.03% 456 +9,903 25.83% Q4 2025 Feb 11, 2026
XY Planning Network, Inc. History Added to 48,109 1,370 0.24% 0.41% 457 +253 0.53% Q4 2025 Jan 26, 2026
CITIGROUP INC History Added to 47,826 1,362 0.0% 0.0% 458 +4,976 11.61% Q4 2025 Feb 13, 2026
BCK Partners, Inc. History Reduced 47,745 1,359 0.73% 0.72% 459 -425 -0.88% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Reduced 47,694 1,358 0.03% 0.05% 460 -29,449 -38.17% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 47,559 1,354 0.03% 0.02% 461 +13,934 41.44% Q4 2025 Feb 05, 2026
Ironwood Financial, llc History Reduced 44,755 1,349 0.23% 0.23% 462 -1,536 -3.32% Q4 2025 Jan 15, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 47,264 1,346 0.15% 0.16% 463 +17 0.04% Q4 2025 Feb 12, 2026
HC Advisors, LLC History Reduced 47,000 1,338 0.93% 1.03% 464 -5,815 -11.01% Q4 2025 Feb 11, 2026
Pine Valley Investments Ltd Liability Co History Added to 46,940 1,336 0.06% 0.02% 465 +28,887 160.01% Q4 2025 Feb 13, 2026
Climber Capital SA History New 49,594 1,335 0.87% — 466 +49,594 New Q4 2025 Feb 03, 2026
Planned Solutions, Inc. History Added to 46,496 1,324 0.42% 0.45% 467 +18 0.04% Q4 2025 Jan 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 46,475 1,323 0.15% 0.14% 468 +2,965 6.81% Q4 2025 Jan 20, 2026
Carroll Advisory Group, LLC History New 46,360 1,320 0.57% — 469 +46,360 New Q4 2025 Feb 09, 2026
BNC WEALTH MANAGEMENT, LLC History Reduced 46,278 1,318 0.34% 0.36% 470 -5,021 -9.79% Q4 2025 Jan 22, 2026
Heartwood Wealth Advisors LLC History Added to 46,141 1,314 0.12% 0.12% 471 +253 0.55% Q4 2025 Jan 12, 2026
BankPlus Wealth Management LLC History Added to 46,015 1,310 0.72% 0.69% 472 +4,292 10.29% Q4 2025 Feb 04, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 45,949 1,308 0.08% 0.08% 473 -353 -0.76% Q4 2025 Jan 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 45,683 1,301 0.09% 0.1% 474 -321 -0.7% Q4 2025 Feb 02, 2026
Gradient Capital Advisors, LLC History Added to 45,542 1,297 0.33% 0.32% 475 +2,277 5.26% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 45,242 1,288 0.01% 0.01% 476 +2,805 6.61% Q4 2025 Feb 17, 2026
Fonville Wealth Management LLC History Reduced 45,235 1,288 0.26% 0.29% 477 -1,322 -2.84% Q4 2025 Jan 23, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 45,053 1,283 0.06% 0.11% 478 -46,289 -50.68% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 45,013 1,281 0.05% 0.07% 479 -14,350 -24.17% Q4 2025 Feb 06, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 44,831 1,276 0.55% 0.32% 480 +18,617 71.02% Q4 2025 Jan 23, 2026
Westmount Partners, LLC History No change 44,716 1,273 0.32% 0.32% 481 0 0.0% Q4 2025 Jan 15, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History No change 44,000 1,253 0.63% 0.63% 482 0 0.0% Q4 2025 Feb 06, 2026
Capital Squared Financial LLC History Reduced 43,822 1,248 0.97% 1.09% 483 -1,258 -2.79% Q4 2025 Apr 17, 2026
Joseph Group Capital Management History Reduced 43,625 1,242 0.33% 0.36% 484 -1,715 -3.78% Q4 2025 Jan 30, 2026
Rede Wealth, LLC History New 43,430 1,236 0.43% — 485 +43,430 New Q4 2025 Jan 23, 2026
NWAM LLC History Added to 40,747 1,235 0.07% 0.06% 487 +3,129 8.32% Q4 2025 Feb 04, 2026
GHP Investment Advisors, Inc. History Reduced 43,396 1,235 0.05% 0.05% 486 -223 -0.51% Q4 2025 Jan 27, 2026
Great Waters Wealth Management History Added to 42,849 1,220 0.13% 0.14% 488 +653 1.55% Q4 2025 Jan 15, 2026
Nicollet Investment Management, Inc. History Reduced 42,558 1,212 0.38% 0.39% 489 -423 -0.98% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 41,846 1,191 0.01% 0.01% 490 +9,931 31.12% Q4 2025 Jan 29, 2026
Coastwise Capital Group, LLC History Added to 41,689 1,187 0.59% 0.8% 491 +830 2.03% Q4 2025 Feb 12, 2026
Tempus Wealth Planning, LLC History Added to 41,573 1,183 0.27% 0.26% 492 +1,540 3.85% Q4 2025 Jan 16, 2026
QUADRANT CAPITAL GROUP LLC History No change 41,251 1,174 0.04% 0.04% 493 0 0.0% Q4 2025 Feb 13, 2026
Omega Financial Group, LLC History Reduced 40,891 1,164 0.38% 0.39% 494 -1,886 -4.41% Q4 2025 Jan 28, 2026
Wilson & Boucher Capital Management, LLC History Added to 40,338 1,148 0.75% 0.74% 495 +206 0.51% Q4 2025 Feb 05, 2026
TPG Advisors LLC History Reduced 40,249 1,146 0.71% 0.77% 496 -1,740 -4.14% Q4 2025 Jan 21, 2026
Wiser Advisor Group LLC History Reduced 40,121 1,142 1.31% 1.42% 497 -730 -1.79% Q4 2025 Feb 09, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 39,828 1,134 0.26% 0.27% 498 -748 -1.84% Q4 2025 Jan 06, 2026
Brookstone Capital Management History Added to 39,665 1,129 0.01% 0.0% 499 +25,599 181.99% Q4 2025 Jan 15, 2026
Econ Financial Services Corp History Reduced 39,532 1,125 0.56% 0.56% 500 -754 -1.87% Q4 2025 Jan 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 39,340 1,120 0.0% 0.0% 501 +726 1.88% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Reduced 39,204 1,116 0.0% 0.0% 502 -95,177 -70.83% Q4 2025 Feb 17, 2026
Grantvest Financial Group LLC History Added to 39,094 1,113 0.71% 0.7% 503 +2,519 6.89% Q4 2025 Feb 02, 2026
Coastline Complete Wealth LLC History New 38,820 1,105 0.7% — 505 +38,820 New Q4 2025 Feb 24, 2026
Facet Wealth, Inc. History Added to 36,464 1,105 0.02% 0.02% 504 +7,590 26.29% Q4 2025 Jan 29, 2026
Ifrah Financial Services, Inc. History Reduced 38,447 1,094 0.28% 0.28% 506 -521 -1.34% Q4 2025 Jan 22, 2026
Carolina Wealth Advisors, LLC History Reduced 38,030 1,083 0.48% 0.5% 508 -3,548 -8.53% Q4 2025 Jan 21, 2026
Mengis Capital Management, Inc. History Reduced 38,060 1,083 0.19% 0.21% 507 -171 -0.45% Q4 2025 Mar 05, 2026
COZAD ASSET MANAGEMENT INC History No change 38,007 1,082 0.08% 0.08% 509 0 0.0% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 37,883 1,078 0.02% 0.03% 510 -3,379 -8.19% Q4 2025 Feb 09, 2026
Claro Advisors Inc. History Reduced 37,820 1,077 0.15% 0.17% 511 -4,560 -10.76% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Reduced 37,787 1,076 0.05% 0.11% 512 -40,932 -52.0% Q4 2025 Feb 17, 2026
Directional Asset Management History New 37,799 1,076 0.94% — 513 +37,799 New Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History Reduced 37,748 1,075 0.02% 0.03% 514 -11,854 -23.9% Q4 2025 Feb 11, 2026
Summit Asset Management, LLC History Reduced 37,715 1,074 0.15% 0.17% 515 -2,356 -5.88% Q4 2025 Feb 09, 2026
Red Tortoise LLC History Added to 37,712 1,074 0.46% 0.45% 516 +90 0.24% Q4 2025 Jan 22, 2026
MBL Wealth, LLC History No change 37,700 1,073 0.09% 0.09% 517 0 0.0% Q4 2025 Jan 21, 2026
AE Wealth Management LLC History Added to 37,669 1,072 0.01% 0.01% 518 +3,817 11.28% Q4 2025 Jan 26, 2026
Mill Creek Capital Advisors, LLC History Reduced 37,403 1,065 0.02% 0.03% 519 -11,165 -22.99% Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 37,419 1,065 0.38% 0.39% 520 -1,689 -4.32% Q4 2025 Jan 09, 2026
Paulson Wealth Management Inc. History Reduced 37,167 1,058 0.24% 0.26% 521 -2,720 -6.82% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Added to 36,699 1,045 0.06% 0.05% 522 +2,984 8.85% Q4 2025 Jan 20, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 36,601 1,042 0.03% 0.04% 524 -3,996 -9.84% Q4 2025 Jan 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 36,588 1,042 0.06% 0.06% 523 +854 2.39% Q4 2025 Jan 13, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 36,413 1,037 0.16% 0.16% 525 -290 -0.79% Q4 2025 Jan 23, 2026
S.A. Mason LLC History Added to 36,419 1,037 0.41% 0.45% 526 +70 0.19% Q4 2025 Jan 29, 2026
Sculati Wealth Management, LLC History Reduced 36,257 1,032 0.36% 0.36% 527 -79 -0.22% Q4 2025 Feb 05, 2026
Armor Investment Advisors, LLC History Reduced 36,189 1,030 0.38% 0.39% 528 -7,636 -17.42% Q4 2025 Feb 05, 2026
Peterson Wealth Advisors, LLC History Reduced 36,112 1,028 0.14% 0.17% 529 -5,450 -13.11% Q4 2025 Jan 09, 2026
Aspire Capital Advisors LLC History Added to 35,927 1,023 0.24% 0.18% 530 +9,921 38.15% Q4 2025 Jan 16, 2026
Elm Partners Management LLC History Added to 35,815 1,020 0.05% 0.05% 531 +3,412 10.53% Q4 2025 Feb 10, 2026
Eley Financial Management, Inc History Reduced 35,268 1,004 0.36% 0.36% 532 -392 -1.1% Q4 2025 Feb 12, 2026
Hurlow Wealth Management Group, Inc. History Reduced 35,243 1,003 0.25% 0.26% 533 -145 -0.41% Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 34,976 996 0.05% 0.05% 534 -493 -1.39% Q4 2025 Feb 03, 2026
Clearview Wealth Advisors LLC History Added to 34,971 995 0.63% 0.61% 535 +577 1.68% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 34,886 993 0.01% 0.01% 536 +17,949 105.98% Q4 2025 Feb 05, 2026
HOWE & RUSLING INC History Added to 34,540 983 0.07% 0.05% 537 +5,935 20.75% Q4 2025 Feb 17, 2026
Index Fund Advisors, Inc. History Added to 34,521 983 0.05% 0.05% 538 +137 0.4% Q4 2025 Jan 29, 2026
Kingsview Wealth Management, LLC History Added to 33,564 955 0.01% 0.01% 540 +1,790 5.63% Q4 2025 Feb 09, 2026
Roundview Capital LLC History Reduced 33,554 955 0.06% 0.06% 539 -166 -0.49% Q4 2025 Feb 09, 2026
MYECFO, LLC History Reduced 33,281 947 0.4% 0.44% 541 -1,300 -3.76% Q4 2025 Jan 12, 2026
VANGUARD GROUP INC History Added to 32,983 939 0.0% 0.0% 542 +6,536 24.71% Q4 2025 Jan 29, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 32,957 938 0.33% 0.34% 543 +145 0.44% Q4 2025 Jan 27, 2026
Roberts Wealth Advisors, LLC History Reduced 32,913 937 0.24% 0.25% 544 -870 -2.58% Q4 2025 Jan 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 32,734 932 0.06% 0.06% 545 -102 -0.31% Q4 2025 Jan 21, 2026
DEARBORN PARTNERS LLC History Added to 32,235 918 0.05% 0.03% 546 +12,931 66.99% Q4 2025 Feb 11, 2026
Clear Point Advisors Inc. History Reduced 32,214 917 0.71% 0.73% 547 -1,453 -4.32% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Reduced 32,151 915 0.03% 0.03% 548 -2,200 -6.4% Q4 2025 Feb 05, 2026
Principia Wealth Advisory, LLC History Added to 31,959 910 0.57% 0.31% 550 +15,991 100.14% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Reduced 31,963 910 0.04% 0.04% 549 -1,063 -3.22% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Reduced 31,445 895 0.06% 0.06% 551 -1,489 -4.52% Q4 2025 Feb 18, 2026
Twele Capital Management, Inc. History Reduced 31,291 891 0.16% 0.16% 552 -275 -0.87% Q4 2025 Jan 09, 2026
Bond & Devick Financial Network, Inc. History No change 31,122 886 0.25% 0.26% 553 0 0.0% Q4 2025 Jan 14, 2026
Souders Financial Advisors History Reduced 31,105 885 0.1% 0.11% 554 -2,493 -7.42% Q4 2025 Feb 02, 2026
JANE STREET GROUP, LLC History Added to 31,000 882 0.0% 0.0% 555 +3,781 13.89% Q4 2025 Feb 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 30,891 879 0.07% 0.07% 556 +2,205 7.69% Q4 2025 Jan 15, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 30,889 879 0.21% 0.23% 557 -580 -1.84% Q4 2025 Feb 27, 2026
CWA Asset Management Group, LLC History Added to 30,700 874 0.03% 0.03% 558 +381 1.26% Q4 2025 Jan 07, 2026
Crescent Sterling, Ltd. History Reduced 30,246 861 0.88% 0.98% 559 -3,060 -9.19% Q4 2025 Jan 07, 2026
CFC Planning Co LLC History Added to 30,176 859 0.65% 0.36% 560 +14,303 90.11% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 30,148 858 0.09% 0.1% 561 -424 -1.39% Q4 2025 Feb 13, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 30,131 858 0.56% 0.54% 562 -277 -0.91% Q4 2025 Jan 22, 2026
Texas Capital Bank Wealth Management Services Inc History New 29,996 854 0.05% — 563 +29,996 New Q4 2025 Feb 09, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 29,838 849 0.01% 0.01% 564 -20,840 -41.12% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 29,684 845 0.04% 0.05% 565 -5,916 -16.62% Q4 2025 Feb 11, 2026
Family Investment Center, Inc. History Reduced 29,619 843 0.17% 0.18% 566 -1,578 -5.06% Q4 2025 Jan 23, 2026
Simplicity Wealth,LLC History Added to 29,375 836 0.05% 0.04% 567 +1,559 5.6% Q4 2025 Jan 30, 2026
Red Door Wealth Management, LLC History Added to 29,124 829 0.09% 0.09% 568 +254 0.88% Q4 2025 Jan 20, 2026
Gambit Capital Management, LLC History New 29,068 827 0.59% — 569 +29,068 New Q4 2025 Feb 06, 2026
CVA Family Office, LLC History Added to 28,929 823 0.09% 0.1% 570 +44 0.15% Q4 2025 Jan 12, 2026
Long Island Wealth Management, Inc. History Reduced 28,869 822 0.39% 0.42% 571 -2,182 -7.03% Q4 2025 Jan 21, 2026
OARSMAN CAPITAL, INC. History Reduced 28,434 809 0.1% 0.12% 572 -1,800 -5.95% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History Added to 28,339 807 0.35% 0.36% 573 +2,000 7.59% Q4 2025 Jan 23, 2026
WARNER FINANCIAL, INC History Added to 28,177 802 0.28% 0.28% 574 +830 3.04% Q4 2025 Jan 21, 2026
Hilltop Partners LLC History Reduced 28,127 801 0.21% 0.24% 575 -106 -0.38% Q4 2025 Feb 10, 2026
Storen Legacy Partners, LLC History New 28,123 800 0.25% — 576 +28,123 New Q4 2025 Mar 05, 2026
Redhawk Wealth Advisors, Inc. History Reduced 28,046 798 0.09% 0.16% 577 -22,397 -44.4% Q4 2025 Jan 14, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History Reduced 27,870 794 0.35% 0.35% 578 -1,710 -5.78% Q4 2025 Jan 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 27,845 793 0.03% 0.03% 579 +1,598 6.09% Q4 2025 Feb 13, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 27,575 785 0.07% 0.07% 580 +3,189 13.08% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History New 27,527 783 0.0% — 581 +27,527 New Q4 2025 Feb 17, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 27,413 780 0.26% 0.26% 582 -68 -0.25% Q4 2025 Jan 22, 2026
Strategic Equity Management History Reduced 27,059 770 0.26% 0.33% 583 -5,208 -16.14% Q4 2025 Feb 09, 2026
LifePlan Financial, LLC History Reduced 26,844 764 0.59% 0.61% 584 -581 -2.12% Q4 2025 Jan 20, 2026
GuidedMoney, LLC History New 26,752 761 0.41% — 585 +26,752 New Q4 2025 Feb 23, 2026
Pegasus Asset Management, Inc. History Added to 26,599 757 0.23% 0.22% 586 +2,097 8.56% Q4 2025 Feb 02, 2026
Yoffe Investment Management, LLC History No change 26,537 755 0.96% 0.96% 587 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Financial Partners, Inc. History New 26,498 754 0.01% — 588 +26,498 New Q4 2025 Feb 18, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 26,127 744 0.16% 0.18% 589 -2,909 -10.02% Q4 2025 Jan 22, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 26,093 743 0.16% 0.17% 590 -176 -0.67% Q4 2025 Jan 20, 2026
WealthPlan Investment Management, LLC History Added to 26,080 742 0.05% 0.05% 591 +39 0.15% Q4 2025 Feb 05, 2026
Vigilare Wealth Management History New 26,029 741 0.25% — 592 +26,029 New Q4 2025 Jan 07, 2026
Luminvest Wealth Management LLC History No change 25,780 734 0.2% 0.23% 593 0 0.0% Q4 2025 Jan 26, 2026
Madden Advisory Services, Inc. History Reduced 25,760 733 0.29% 0.28% 594 -10 -0.04% Q4 2025 Feb 11, 2026
Farnam Financial LLC History Added to 25,644 730 0.55% 0.5% 595 +2,473 10.67% Q4 2025 Jan 26, 2026
Hendershot Investments Inc. History Added to 25,582 728 0.09% 0.09% 597 +1,293 5.32% Q4 2025 Jan 26, 2026
DAVIDSON TRUST CO History No change 25,588 728 0.3% 0.29% 596 0 0.0% Q4 2025 Jan 27, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 25,043 719 0.05% 0.05% 598 +3,457 16.02% Q4 2025 Jan 15, 2026
RED REEF ADVISORS LLC History New 24,898 709 0.72% — 600 +24,898 New Q4 2025 Apr 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 24,918 709 0.04% 0.04% 599 +1,781 7.7% Q4 2025 Feb 06, 2026
Nautilus Advisors LLC History Added to 24,499 697 0.46% 0.46% 601 +41 0.17% Q4 2025 Jan 22, 2026
Belpointe Asset Management LLC History Added to 24,447 696 0.03% 0.03% 602 +257 1.06% Q4 2025 Jan 27, 2026
Acropolis Investment Management, LLC History No change 24,396 694 0.03% 0.03% 603 0 0.0% Q4 2025 Jan 14, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 24,263 691 0.04% 0.04% 604 -1,620 -6.26% Q4 2025 Feb 04, 2026
WP Advisors, LLC History Added to 24,272 691 0.17% 0.17% 605 +108 0.45% Q4 2025 Jan 28, 2026
Evernest Financial Advisors, LLC History Added to 22,220 688 0.14% 0.17% 606 +47 0.21% Q4 2025 Feb 13, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 23,908 680 0.07% 0.07% 607 -155 -0.64% Q4 2025 Feb 06, 2026
Weaver Capital Management LLC History Reduced 23,802 677 0.14% 0.85% 608 -117,275 -83.13% Q4 2025 Jan 22, 2026
ALTFEST L J & CO INC History Reduced 23,519 669 0.07% 0.08% 609 -1,169 -4.74% Q4 2025 Jan 23, 2026
HOLDERNESS INVESTMENTS CO History Reduced 23,518 669 0.14% 0.13% 610 -13 -0.06% Q4 2025 Feb 10, 2026
Carnegie Investment Counsel History Added to 23,370 665 0.01% 0.0% 611 +14,884 175.39% Q4 2025 Jan 23, 2026
Procyon Advisors, LLC History Reduced 23,363 665 0.03% 0.04% 612 -1,174 -4.78% Q4 2025 Jan 07, 2026
Fiduciary Alliance LLC History Added to 22,929 653 0.04% 0.04% 613 +1,622 7.61% Q4 2025 Jan 22, 2026
Mutual Advisors, LLC History Reduced 22,901 652 0.01% 0.01% 614 -410 -1.76% Q4 2025 Feb 02, 2026
Indivisible Partners History New 22,832 650 0.07% — 615 +22,832 New Q4 2025 Feb 03, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 22,793 649 1.08% 0.85% 616 0 0.0% Q4 2025 Feb 09, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Reduced 22,740 647 0.16% 0.18% 617 -1,685 -6.9% Q4 2025 Feb 06, 2026
Legacy Bridge, LLC History Reduced 22,660 645 0.26% 0.27% 618 -300 -1.31% Q4 2025 Jan 23, 2026
BLB&B Advisors, LLC History Reduced 22,543 642 0.03% 0.03% 619 -2,948 -11.56% Q4 2025 Jan 26, 2026
Zhang Financial LLC History Added to 22,176 631 0.02% 0.02% 620 +359 1.65% Q4 2025 Feb 10, 2026
Cassady Wealth & Retirement Planning, LLC History New 22,125 630 0.41% — 622 +22,125 New Q4 2025 Apr 02, 2026
Brucke Financial, Inc. History Reduced 22,144 630 0.34% 0.37% 621 -180 -0.81% Q4 2025 Jan 12, 2026
Tactive Advisors, LLC History Added to 22,109 629 0.18% 0.16% 624 +2,322 11.73% Q4 2025 Jan 09, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 22,093 629 0.21% 0.23% 623 -1,711 -7.19% Q4 2025 Jan 05, 2026
YHB Investment Advisors, Inc. History Reduced 21,986 626 0.04% 0.05% 625 -1,570 -6.66% Q4 2025 Jan 16, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 22,000 626 0.12% 0.13% 626 -1,000 -4.35% Q4 2025 Feb 09, 2026
Armbruster Capital Management, Inc. History No change 21,930 624 0.1% 0.1% 627 0 0.0% Q4 2025 Jan 23, 2026
Archer Investment Management, LLC History Reduced 21,790 620 0.33% 0.6% 628 -12,998 -37.36% Q4 2025 Jan 12, 2026
Dana Investment Advisors, Inc. History Reduced 21,746 619 0.02% 0.02% 629 -182 -0.83% Q4 2025 Feb 05, 2026
EVOKE WEALTH, LLC History Reduced 21,707 618 0.01% 0.01% 630 -100 -0.46% Q4 2025 Feb 06, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 21,613 615 0.3% 0.31% 631 -1,130 -4.97% Q4 2025 Feb 05, 2026
Russell Investments Group, Ltd. History Added to 21,593 614 0.0% 0.0% 632 +1,345 6.64% Q4 2025 Feb 17, 2026
PETRA FINANCIAL ADVISORS INC History Added to 21,527 613 0.36% 0.33% 633 +936 4.55% Q4 2025 Jan 21, 2026
LOWERY THOMAS, LLC History Added to 21,517 612 0.35% 0.33% 634 +865 4.19% Q4 2025 Jan 26, 2026
CAP Partners, LLC History Reduced 21,477 611 0.35% 0.35% 635 -664 -3.0% Q4 2025 Feb 04, 2026
Eaton Financial Holdings Company, LLC History Added to 21,407 609 0.16% 0.16% 636 +1,605 8.11% Q4 2025 Feb 09, 2026
Gallagher Fiduciary Advisors, LLC History Added to 21,295 606 0.02% 0.02% 637 +1,642 8.35% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Reduced 21,234 605 0.03% 0.03% 638 -2,913 -12.06% Q4 2025 Feb 12, 2026
Rialto Wealth Management, LLC History Added to 21,216 604 0.14% 0.13% 639 +2,895 15.8% Q4 2025 Jan 12, 2026
Asset One Wealth Management LLC History New 19,829 603 0.08% — 640 +19,829 New Q4 2025 Feb 17, 2026
Moran Wealth Management, LLC History Added to 20,967 597 0.02% 0.01% 641 +7,518 55.9% Q4 2025 Jan 26, 2026
GLENMEDE TRUST CO NA History New 20,936 596 0.0% — 643 +20,936 New Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 20,937 596 0.01% 0.01% 642 -314 -1.48% Q4 2025 Feb 12, 2026
Finer Wealth Management, Inc. History Reduced 20,857 594 0.29% 0.42% 644 -9,096 -30.37% Q4 2025 Jan 21, 2026
PFG Investments, LLC History Added to 20,855 593 0.03% 0.03% 645 +629 3.11% Q4 2025 Jan 26, 2026
Lynx Investment Advisory History Added to 20,803 592 0.32% 0.31% 647 +1,990 10.58% Q4 2025 Feb 05, 2026
Jacobi Capital Management LLC History Reduced 20,807 592 0.03% 0.04% 646 -15 -0.07% Q4 2025 Feb 13, 2026
Cooksen Wealth, LLC History Reduced 20,688 589 0.43% 0.43% 648 -101 -0.49% Q4 2025 Jan 20, 2026
Sovereign Financial Group, Inc. History Added to 20,587 586 0.1% 0.11% 649 +389 1.93% Q4 2025 Jan 07, 2026
Selby Wealth Management, LLC History New 20,530 584 0.24% — 650 +20,530 New Q4 2025 Feb 13, 2026
Pacific Sage Partners, LLC History Added to 20,449 582 0.09% 0.1% 651 +12 0.06% Q4 2025 Jan 16, 2026
Fermata Advisors, LLC History Reduced 20,400 580 0.14% 0.15% 654 -912 -4.28% Q4 2025 Jan 08, 2026
Evanson Asset Management, LLC History Added to 20,398 580 0.03% 0.03% 653 +177 0.88% Q4 2025 Jan 12, 2026
William Mack & Associates, Inc. History Added to 20,368 580 0.27% 0.3% 655 +91 0.45% Q4 2025 Feb 09, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 20,388 580 0.05% 0.05% 652 -24 -0.12% Q4 2025 Feb 06, 2026
HUB Investment Partners, LLC History Added to 20,365 579 0.01% 0.02% 658 +1,913 10.37% Q4 2025 Feb 17, 2026
Stockman Wealth Management, Inc. History Added to 20,337 579 0.07% 0.07% 656 +500 2.52% Q4 2025 Jan 29, 2026
Ellevest, Inc. History Added to 20,357 579 0.08% 0.08% 657 +483 2.43% Q4 2025 Feb 10, 2026
Birchwood Financial Partners, Inc. History New 20,301 578 0.57% — 659 +20,301 New Q4 2025 Feb 19, 2026
SAGE RHINO CAPITAL LLC History Added to 20,183 574 0.11% 0.11% 660 +15 0.07% Q4 2025 Jan 30, 2026
SNS Financial Group, LLC History Reduced 20,129 573 0.05% 0.05% 661 -1,553 -7.16% Q4 2025 Feb 02, 2026
Everstar Asset Management, LLC History No change 20,100 572 0.31% 0.32% 662 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 20,002 569 0.13% 0.14% 663 -295 -1.45% Q4 2025 Jan 14, 2026
AIRE ADVISORS, LLC History No change 20,000 569 0.1% 0.1% 664 0 0.0% Q4 2025 Feb 17, 2026
Beacon Capital Management, LLC History Added to 19,868 565 0.09% 0.07% 665 +3,151 18.85% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Reduced 19,676 560 0.01% 0.01% 666 -282 -1.41% Q4 2025 Jan 13, 2026
Litman Gregory Wealth Management LLC History Reduced 19,635 559 0.04% 0.04% 667 -1,237 -5.93% Q4 2025 Feb 12, 2026
CWC Advisors, LLC. History Reduced 19,574 557 0.27% 0.27% 669 -52 -0.26% Q4 2025 Jan 26, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 19,590 557 0.2% 0.19% 668 +3 0.02% Q4 2025 Jan 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 19,509 555 0.01% — 670 +19,509 New Q4 2025 Feb 09, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 19,332 550 0.21% 0.21% 671 0 0.0% Q4 2025 Feb 13, 2026
Waterfront Wealth Inc. History Reduced 17,958 549 0.1% 0.1% 672 -178 -0.98% Q4 2025 Jan 27, 2026
Beaumont Financial Advisors, LLC History Added to 19,243 548 0.04% 0.04% 673 +5 0.03% Q4 2025 Jan 16, 2026
Acorn Wealth Advisors, LLC History Reduced 19,218 547 0.16% 0.18% 674 -1,607 -7.72% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Reduced 19,111 544 0.04% 0.04% 675 -190 -0.98% Q4 2025 Feb 13, 2026
Capital Management Associates, Inc History Reduced 18,846 536 0.12% 0.16% 676 -1,913 -9.22% Q4 2025 Jan 21, 2026
Haverford Trust Co History Added to 18,820 535 0.0% 0.0% 677 +1,704 9.96% Q4 2025 Feb 13, 2026
Stone Summit Wealth LLC History Reduced 18,764 534 0.14% 0.16% 678 -994 -5.03% Q4 2025 Jan 27, 2026
Chesley Taft & Associates LLC History No change 18,718 533 0.02% 0.02% 679 0 0.0% Q4 2025 Jan 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 18,579 529 0.03% 0.03% 680 +126 0.68% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 18,438 525 0.03% 0.02% 681 +5,729 45.08% Q4 2025 Feb 10, 2026
Keel Point, LLC History Added to 18,428 524 0.03% 0.03% 682 +684 3.85% Q4 2025 Feb 12, 2026
MJP ASSOCIATES INC /ADV History Reduced 18,313 521 0.07% 0.07% 683 -53 -0.29% Q4 2025 Feb 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 18,167 517 0.12% 0.12% 685 +868 5.02% Q4 2025 Jan 09, 2026
Retirement Planning Group, LLC History Added to 18,178 517 0.02% 0.02% 684 +404 2.27% Q4 2025 Feb 03, 2026
Bigelow Investment Advisors, LLC History Reduced 18,141 516 0.2% 0.22% 686 -1,232 -6.36% Q4 2025 Jan 28, 2026
Thrive Wealth Management, LLC History Added to 18,080 514 0.08% 0.07% 687 +1,219 7.23% Q4 2025 Jan 12, 2026
Leverty Financial Group, LLC History Reduced 17,957 511 0.12% 0.15% 688 -2,578 -12.55% Q4 2025 Jan 09, 2026
Berkeley, Inc History Reduced 17,951 511 0.16% 0.17% 689 -1,182 -6.18% Q4 2025 Jan 26, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 17,865 508 0.4% — 691 +17,865 New Q4 2025 Feb 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 17,852 508 0.06% 0.06% 690 +40 0.22% Q4 2025 Jan 22, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 17,765 505 0.14% 0.13% 692 +1,170 7.05% Q4 2025 Jan 26, 2026
Stewardship Advisors, LLC History Added to 17,695 503 0.12% 0.12% 693 +26 0.15% Q4 2025 Jan 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 17,590 500 0.0% 0.0% 694 -37 -0.21% Q4 2025 Feb 06, 2026
ASPIRIANT, LLC History Added to 17,542 499 0.01% 0.01% 695 +4,756 37.2% Q4 2025 Jan 20, 2026
Trellis Wealth Advisors LLC History No change 17,416 496 0.19% 0.2% 696 0 0.0% Q4 2025 Jan 26, 2026
TRITONPOINT WEALTH, LLC History Reduced 17,400 495 0.05% 0.04% 697 -94 -0.54% Q4 2025 Jan 20, 2026
Piscataqua Savings Bank History Added to 17,223 490 0.34% 0.01% 699 +16,535 2403.34% Q4 2025 Jan 16, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 17,211 490 0.01% 0.01% 698 +4,566 36.11% Q4 2025 Jan 23, 2026
Addison Capital Co History Reduced 17,180 489 0.12% 0.15% 700 -1,139 -6.22% Q4 2025 Feb 02, 2026
Composition Wealth, LLC History Added to 17,156 488 0.01% 0.0% 701 +7,989 87.15% Q4 2025 Feb 02, 2026
J. L. Bainbridge & Co., Inc. History Reduced 17,152 488 0.04% 0.04% 702 -320 -1.83% Q4 2025 Jan 14, 2026
Fairway Financial, LLC History Added to 17,120 487 0.37% 0.34% 703 +1,443 9.2% Q4 2025 Feb 04, 2026
RFG Advisory, LLC History New 17,088 486 0.01% — 704 +17,088 New Q4 2025 Feb 03, 2026
BROWN ADVISORY INC History Added to 17,032 485 0.0% 0.0% 705 +6,669 64.35% Q4 2025 Feb 13, 2026
Fortitude Advisory Group L.L.C. History Reduced 16,909 481 0.2% 0.27% 706 -1,207 -6.66% Q4 2025 Feb 13, 2026
Geometric Wealth Advisors History Added to 16,847 479 0.06% 0.06% 707 +365 2.21% Q4 2025 Feb 06, 2026
MONECO ADVISORS, LLC History Reduced 16,768 477 0.04% 0.04% 708 -891 -5.05% Q4 2025 Feb 04, 2026
Genesee Capital Advisors, LLC History Added to 16,731 476 0.19% 0.12% 709 +7,172 75.03% Q4 2025 Jan 16, 2026
Heritage Family Offices, LLP History New 16,711 475 0.22% — 710 +16,711 New Q4 2025 Jan 12, 2026
Koss-Olinger Consulting, LLC History Reduced 16,649 474 0.04% 0.04% 712 -177 -1.05% Q4 2025 Feb 10, 2026
CHATHAM CAPITAL GROUP, INC. History No change 16,655 474 0.07% 0.07% 711 0 0.0% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Reduced 23,845 473 0.01% 0.02% 713 -6,340 -21.0% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Added to 16,618 473 0.0% 0.0% 714 +2,666 19.11% Q4 2025 Feb 12, 2026
Brooklyn Investment Group History New 16,282 470 0.02% — 715 +16,282 New Q4 2025 Feb 12, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 15,332 468 0.22% 0.27% 716 -280 -1.79% Q4 2025 Jan 26, 2026
Tranquility Partners, LLC History No change 16,415 467 0.17% 0.15% 717 0 0.0% Q4 2025 Feb 03, 2026
Abacus Planning Group, Inc. History Added to 16,382 466 0.06% 0.06% 718 +3 0.02% Q4 2025 Jan 16, 2026
MeadowBrook Investment Advisors LLC History Added to 16,351 465 0.4% 0.39% 719 +80 0.49% Q4 2025 Jan 14, 2026
Fortis Capital Advisors, LLC History Added to 16,207 461 0.07% 0.07% 720 +382 2.41% Q4 2025 Jan 27, 2026
Evensky & Katz LLC History Added to 16,167 460 0.03% 0.03% 721 +47 0.29% Q4 2025 Feb 05, 2026
Michels Family Financial, LLC History Added to 16,147 459 0.34% 0.35% 722 +67 0.42% Q4 2025 Feb 19, 2026
Prospera Financial Services Inc History Reduced 16,114 458 0.01% 0.01% 723 -2,088 -11.47% Q4 2025 Feb 09, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 16,070 457 0.03% 0.03% 724 0 0.0% Q4 2025 Feb 12, 2026
Integrity Investment Advisors, LLC History New 15,968 454 0.25% — 725 +15,968 New Q4 2025 Feb 13, 2026
One Day In July LLC History Reduced 15,899 452 0.04% 0.04% 727 -553 -3.36% Q4 2025 Feb 04, 2026
D.A. DAVIDSON & CO. History Added to 15,888 452 0.0% 0.0% 726 +320 2.06% Q4 2025 Jan 29, 2026
DIVERSIFIED MANAGEMENT INC History New 15,728 447 0.1% — 728 +15,728 New Q4 2025 Jan 26, 2026
Pine Haven Investment Counsel, Inc History No change 15,720 447 0.32% 0.32% 729 0 0.0% Q4 2025 Jan 08, 2026
Hexagon Capital Partners LLC History Added to 15,674 446 0.08% 0.08% 730 +2,015 14.75% Q4 2025 Feb 06, 2026
Quadcap Wealth Management, LLC History No change 15,656 445 0.05% 0.05% 731 0 0.0% Q4 2025 Jan 29, 2026
Bridgewater Advisors Inc. History Reduced 14,324 442 0.03% 0.03% 732 -1,417 -9.0% Q4 2025 Jan 23, 2026
Signal Advisors Wealth, LLC History Reduced 15,499 441 0.04% 0.04% 736 -523 -3.26% Q4 2025 Jan 13, 2026
Milestones Private Investment Advisors LLC History Added to 15,491 441 0.3% 0.29% 734 +53 0.34% Q4 2025 Jan 26, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 15,504 441 0.31% 0.24% 735 -34 -0.22% Q4 2025 Jan 20, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 15,510 441 0.01% 0.01% 733 0 0.0% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History No change 15,477 440 0.02% 0.03% 737 0 0.0% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Reduced 15,407 438 0.0% 0.01% 738 -1,648 -9.66% Q4 2025 Feb 02, 2026
Capital Advisors, Ltd. LLC History No change 15,380 438 0.05% 0.05% 739 0 0.0% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 15,308 435 0.01% 0.01% 741 +3,853 33.64% Q4 2025 Feb 09, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 14,099 435 0.17% 0.18% 740 -320 -2.22% Q4 2025 Feb 12, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 15,265 434 0.27% 0.25% 743 +1,162 8.24% Q4 2025 Feb 04, 2026
Mirador Capital Partners LP History Added to 15,244 434 0.06% 0.06% 742 +1,009 7.09% Q4 2025 Jan 14, 2026
Curtis Advisory Group, LLC History Reduced 15,104 430 0.09% 0.1% 744 -239 -1.56% Q4 2025 Jan 23, 2026
Bedel Financial Consulting, Inc. History Reduced 15,124 430 0.05% 0.05% 745 -182 -1.19% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Reduced 15,047 428 0.01% 0.01% 746 -443 -2.86% Q4 2025 Feb 13, 2026
Berger Financial Group, Inc History Reduced 14,936 425 0.02% 0.02% 748 -19 -0.13% Q4 2025 Jan 27, 2026
BIP Wealth, LLC History Added to 14,933 425 0.02% 0.02% 747 +1 0.01% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History Added to 14,804 421 0.0% 0.0% 749 +6,030 68.73% Q4 2025 Feb 12, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 14,792 421 0.13% 0.13% 750 0 0.0% Q4 2025 Jan 27, 2026
Ruggaard & Associates LLC History Reduced 14,706 418 0.16% 0.17% 751 -1,300 -8.12% Q4 2025 Feb 20, 2026
Opus Financial Solutions LLC History New 14,674 417 0.39% — 753 +14,674 New Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Reduced 14,647 417 0.08% 0.01% 752 -5,920 -28.78% Q4 2025 Mar 04, 2026
Global Wealth Strategies & Associates History Reduced 14,623 416 0.1% 0.11% 754 -784 -5.09% Q4 2025 Jan 02, 2026
XXI WEALTH, LLC History New 14,598 415 0.25% — 757 +14,598 New Q4 2025 Feb 12, 2026
VICTORY FINANCIAL GROUP, LLC History New 14,575 415 0.05% — 756 +14,575 New Q4 2025 Jan 15, 2026
NORTHERN TRUST CORP History Reduced 14,574 415 0.0% 0.0% 755 -4,005 -21.56% Q4 2025 Feb 17, 2026
HCR Wealth Advisors History Added to 14,553 414 0.04% 0.04% 758 +2,162 17.45% Q4 2025 Jan 27, 2026
Callan Family Office, LLC History No change 14,548 414 0.01% 0.01% 759 0 0.0% Q4 2025 Feb 12, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 14,468 412 0.05% 0.05% 760 -117 -0.8% Q4 2025 Feb 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 14,369 409 0.01% 0.0% 761 +145 1.02% Q4 2025 Feb 02, 2026
Heritage Trust Co History No change 14,329 408 0.04% 0.04% 762 0 0.0% Q4 2025 Feb 10, 2026
Aurora Private Wealth, Inc. History New 14,190 404 0.27% — 763 +14,190 New Q4 2025 Feb 02, 2026
Advyzon Investment Management, LLC History Added to 14,195 404 0.05% 0.06% 765 +2,065 17.02% Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History Added to 14,208 404 0.04% 0.04% 764 +21 0.15% Q4 2025 Feb 11, 2026
Clarity Capital Advisors, LLC History Added to 14,185 403 0.2% 0.21% 766 +63 0.45% Q4 2025 Feb 11, 2026
Cooke Wealth Management, LLC History New 13,296 402 0.35% — 769 +13,296 New Q4 2025 Jan 21, 2026
Kaizen Financial Strategies History Added to 14,117 402 0.18% 0.14% 768 +3,058 27.65% Q4 2025 Jan 21, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 14,136 402 0.01% 0.01% 767 -1,416 -9.1% Q4 2025 Jan 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 14,039 399 0.01% 0.01% 770 +2,074 17.33% Q4 2025 Feb 12, 2026
Pathway Financial Advisors LLC History No change 13,427 398 0.05% 0.05% 771 0 0.0% Q4 2025 Jan 14, 2026
SEVEN MILE ADVISORY History No change 14,000 398 0.07% 0.06% 772 0 0.0% Q4 2025 Feb 13, 2026
SIERRA SUMMIT ADVISORS LLC History No change 13,815 393 0.06% 0.06% 773 0 0.0% Q4 2025 Feb 06, 2026
Waterloo Capital, L.P. History Reduced 13,798 392 0.03% 0.03% 774 -1,991 -12.61% Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History Added to 13,606 387 0.01% 0.01% 775 +364 2.75% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Reduced 13,566 386 0.01% 0.23% 776 -194,113 -93.47% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 13,535 385 0.0% 0.0% 777 +1,036 8.29% Q4 2025 Feb 09, 2026
Hardin Capital Partners, LLC History Added to 13,498 384 0.18% 0.2% 778 +7 0.05% Q4 2025 Jan 09, 2026
Neuberger Berman Group LLC History New 13,447 382 0.0% — 779 +13,447 New Q4 2025 Feb 13, 2026
Glaxis Capital Management, LLC History Added to 13,440 382 0.65% 0.62% 780 +60 0.45% Q4 2025 Feb 12, 2026
SFMG, LLC History Added to 13,408 381 0.03% 0.03% 781 +58 0.43% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History Reduced 13,314 379 0.01% 0.01% 782 -537 -3.88% Q4 2025 Feb 17, 2026
PLANNING DIRECTIONS INC History Reduced 13,293 378 0.19% 0.2% 783 -602 -4.33% Q4 2025 Jan 21, 2026
Asset Advisory Group, Inc. History New 13,269 377 0.19% — 785 +13,269 New Q4 2025 Feb 12, 2026
Meridian Wealth Partners, LLC History Reduced 13,250 377 0.05% 0.07% 784 -3,854 -22.53% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Reduced 12,978 370 0.01% 0.14% 787 -164,931 -92.71% Q4 2025 Feb 11, 2026
COMMERCE BANK History Added to 13,025 370 0.0% 0.0% 786 +523 4.18% Q4 2025 Feb 13, 2026
Signature Resources Capital Management, LLC History No change 12,852 366 0.19% 0.2% 788 0 0.0% Q4 2025 Jan 21, 2026
Stordahl Capital Management, Inc. History No change 12,822 365 0.08% 0.07% 789 0 0.0% Q4 2025 Jan 27, 2026
JPL Wealth Management, LLC History Reduced 12,808 364 0.09% 0.09% 792 -472 -3.55% Q4 2025 Feb 12, 2026
Sendero Wealth Management, LLC History No change 12,800 364 0.04% 0.04% 790 0 0.0% Q4 2025 Jan 13, 2026
Front Row Advisors LLC History No change 12,809 364 0.12% 0.12% 791 0 0.0% Q4 2025 Feb 12, 2026
Adams Wealth Management History Reduced 12,705 361 0.08% 0.13% 793 -8,794 -40.9% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 12,705 361 0.07% 0.12% 794 -8,794 -40.9% Q4 2025 Feb 18, 2026
Investment Research Partners LLC History Added to 12,697 361 0.15% 0.16% 795 +330 2.67% Q4 2025 Feb 12, 2026
RBA Wealth Management, LLC History Added to 12,659 360 0.12% 0.12% 796 +414 3.38% Q4 2025 Jan 26, 2026
ETF Store, Inc. History Reduced 12,621 359 0.37% 0.38% 797 -152 -1.19% Q4 2025 Jan 22, 2026
SOL Capital Management CO History Added to 12,544 357 0.03% 0.03% 798 +248 2.02% Q4 2025 Jan 30, 2026
Connecticut Wealth Management, LLC History Reduced 12,513 356 0.02% 0.02% 799 -145 -1.15% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Reduced 12,434 354 0.01% 0.01% 800 -4,793 -27.82% Q4 2025 Jan 20, 2026
Impact Capital Partners LLC History Added to 12,452 354 0.1% 0.1% 801 +55 0.44% Q4 2025 Jan 07, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 12,362 352 0.03% — 802 +12,362 New Q4 2025 Feb 09, 2026
Wrenne Financial Planning LLC History Reduced 12,355 351 0.14% 0.16% 804 -1,126 -8.35% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History Added to 12,333 351 0.01% 0.01% 803 +282 2.34% Q4 2025 Jan 28, 2026
American Trust History Reduced 12,289 350 0.03% 0.06% 809 -14,692 -54.45% Q4 2025 Feb 17, 2026
Veery Capital, LLC History Added to 12,295 350 0.11% 0.08% 808 +2,949 31.55% Q4 2025 Jan 27, 2026
D.B. Root & Company, LLC History Added to 12,310 350 0.09% 0.07% 806 +2,852 30.15% Q4 2025 Feb 03, 2026
Bank of New York Mellon Corp History Reduced 12,291 350 0.0% 0.0% 805 -1,480 -10.75% Q4 2025 Feb 10, 2026
LifeSteps Financial, Inc. History Reduced 12,307 350 0.22% 0.22% 807 -49 -0.4% Q4 2025 Jan 28, 2026
Walkner Condon Financial Advisors LLC History Added to 12,234 348 0.05% 0.05% 811 +1,234 11.22% Q4 2025 Jan 21, 2026
Focused Wealth Management, Inc History Added to 12,221 348 0.04% 0.04% 810 +35 0.29% Q4 2025 Jan 29, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 12,152 346 0.29% — 814 +12,152 New Q4 2025 Jan 20, 2026
FAGAN ASSOCIATES, INC. History Reduced 12,156 346 0.05% 0.05% 813 -400 -3.19% Q4 2025 Jan 30, 2026
Granite Investment Partners, LLC History Added to 12,169 346 0.02% 0.02% 812 +1 0.01% Q4 2025 Feb 12, 2026
Selective Wealth Management, Inc. History Added to 11,265 344 0.11% 0.09% 815 +1,044 10.21% Q4 2025 Jan 16, 2026
IFG Advisory, LLC History Added to 12,058 343 0.01% 0.02% 816 +198 1.67% Q4 2025 Feb 10, 2026
Cordant, Inc. History No change 12,068 343 0.14% 0.15% 817 0 0.0% Q4 2025 Jan 12, 2026
Ketron Financial History New 12,039 342 0.11% — 818 +12,039 New Q4 2025 Feb 24, 2026
AG Campbell Advisory, LLC History New 11,978 341 0.22% — 820 +11,978 New Q4 2025 Mar 11, 2026
Keystone Financial Services, LLC History Reduced 11,980 341 0.23% 0.25% 819 -750 -5.89% Q4 2025 Jan 27, 2026
Chevy Chase Trust Holdings, LLC History Reduced 11,967 340 0.0% 0.0% 821 -6,812 -36.27% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Added to 11,958 340 0.01% 0.01% 822 +2,685 28.96% Q4 2025 Feb 17, 2026
Round Rock Advisors LLC History Added to 11,881 338 0.05% 0.05% 823 +32 0.27% Q4 2025 Apr 07, 2026
Daytona Street Capital LLC History New 11,863 337 0.26% — 825 +11,863 New Q4 2025 Jan 21, 2026
RMR Wealth Builders History Added to 11,841 337 0.03% 0.03% 824 +12 0.1% Q4 2025 Jan 29, 2026
Kathmere Capital Management, LLC History Added to 11,818 336 0.02% 0.02% 826 +79 0.67% Q4 2025 Jan 13, 2026
Drake & Associates, LLC History No change 11,816 336 0.07% 0.07% 827 0 0.0% Q4 2025 Feb 23, 2026
Peak Financial Management, Inc. History Added to 11,789 335 0.09% 0.08% 829 +710 6.41% Q4 2025 Jan 23, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 11,791 335 0.01% 0.01% 828 -700 -5.6% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 11,736 334 0.01% 0.01% 830 +1,410 13.65% Q4 2025 Jan 30, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 11,722 333 0.05% 0.06% 832 -2,825 -19.42% Q4 2025 Jan 12, 2026
J2 Capital Management Inc History No change 11,724 333 0.24% 0.25% 831 0 0.0% Q4 2025 Jan 20, 2026
Vawter Financial, Ltd. History No change 11,708 333 0.14% 0.15% 833 0 0.0% Q4 2025 Feb 02, 2026
Sage Investment Advisers LLC History New 11,627 331 0.25% — 834 +11,627 New Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History No change 11,618 330 0.0% 0.0% 835 0 0.0% Q4 2025 Feb 03, 2026
Balboa Wealth Partners History New 11,568 329 0.05% — 836 +11,568 New Q4 2025 Jan 16, 2026
Three Magnolias Financial Advisors, LLC History Added to 11,556 329 0.2% 0.2% 837 +6 0.05% Q4 2025 Jan 20, 2026
Fort Vancouver Investment Management, LLC History Reduced 11,542 328 0.18% 0.2% 839 -1,355 -10.51% Q4 2025 Feb 06, 2026
KELLEHER FINANCIAL ADVISORS History No change 11,550 328 0.08% 0.08% 838 0 0.0% Q4 2025 Jan 20, 2026
William Howard & Co Financial Advisors Inc History Added to 11,498 327 0.28% 0.27% 840 +50 0.44% Q4 2025 Jan 21, 2026
TCI Wealth Advisors, Inc. History Reduced 11,459 326 0.02% 0.02% 842 -3,413 -22.95% Q4 2025 Feb 02, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 11,467 326 0.04% 0.04% 841 -2,366 -17.1% Q4 2025 Feb 03, 2026
CURIO WEALTH, LLC History No change 11,056 322 0.11% 0.13% 843 0 0.0% Q4 2025 Feb 11, 2026
Portus Wealth Advisors, LLC History No change 11,300 321 0.3% 0.31% 844 0 0.0% Q4 2025 Jan 27, 2026
MGO ONE SEVEN LLC History New 11,258 320 0.01% — 845 +11,258 New Q4 2025 Feb 03, 2026
Coordinated Financial Services, Inc. History Added to 11,134 317 0.18% 0.16% 846 +2,183 24.39% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Reduced 11,103 316 0.01% 0.01% 847 -373 -3.25% Q4 2025 Feb 17, 2026
Galvin, Gaustad & Stein, LLC History Added to 10,868 309 0.02% 0.02% 848 +1,043 10.62% Q4 2025 Jan 23, 2026
MCF Advisors LLC History Added to 10,845 308 0.02% 0.02% 849 +683 6.72% Q4 2025 Feb 11, 2026
Quotient Wealth Partners, LLC History Added to 10,844 308 0.01% 0.01% 850 +538 5.22% Q4 2025 Jan 22, 2026
Delta Investment Management, LLC History Reduced 10,808 307 0.05% 0.05% 851 -153 -1.4% Q4 2025 Jan 30, 2026
ALLIUM FINANCIAL ADVISORS, LLC History Added to 10,790 307 0.24% 0.25% 852 +44 0.41% Q4 2025 Feb 09, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 10,718 305 0.1% 0.11% 853 -1,340 -11.11% Q4 2025 Jan 12, 2026
Bison Wealth, LLC History New 10,715 304 0.03% — 854 +10,715 New Q4 2025 Mar 24, 2026
Accurate Wealth Management, LLC History Reduced 10,103 304 0.04% 0.04% 855 -1,037 -9.31% Q4 2025 Jan 14, 2026
Heirloom Wealth Management History Added to 10,665 303 0.07% 0.07% 856 +887 9.07% Q4 2025 Jan 15, 2026
Van Hulzen Asset Management, LLC History Added to 10,587 301 0.02% 0.02% 857 +109 1.04% Q4 2025 Feb 06, 2026
BUILDER INVESTMENT GROUP INC /ADV History Added to 10,547 300 0.06% 0.06% 858 +644 6.5% Q4 2025 Jan 28, 2026
Cascade Financial Partners, LLC History Reduced 10,535 300 0.03% 0.03% 859 -183 -1.71% Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History Reduced 10,514 299 0.01% 0.01% 860 -673 -6.02% Q4 2025 Feb 04, 2026
BIRCHBROOK, INC. History No change 10,520 299 0.15% 0.15% 861 0 0.0% Q4 2025 Feb 04, 2026
Keystone Wealth Services, LLC History Added to 10,429 297 0.06% 0.06% 862 +1,063 11.35% Q4 2025 Jan 26, 2026
Daybright Advisory Services, Inc. History New 10,421 296 0.08% — 864 +10,421 New Q4 2025 Feb 12, 2026
FOSTER & MOTLEY INC History Reduced 10,391 296 0.02% 0.02% 863 -392 -3.64% Q4 2025 Jan 15, 2026
CLUNE & ASSOCIATES, LTD. History Added to 10,386 295 0.06% 0.07% 865 +79 0.77% Q4 2025 Feb 09, 2026
Parkshore Wealth Management, Inc. History Added to 10,311 293 0.11% 0.12% 867 +45 0.44% Q4 2025 Feb 09, 2026
SAPIENT CAPITAL LLC History No change 10,202 293 0.0% 0.0% 866 0 0.0% Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Added to 10,281 292 0.04% 0.04% 868 +115 1.13% Q4 2025 Jan 29, 2026
Seneca House Advisors History Reduced 10,192 290 0.11% 0.14% 869 -2,401 -19.07% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Reduced 10,138 288 0.01% 0.02% 870 -505 -4.74% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 10,107 287 0.01% — 871 +10,107 New Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 10,072 286 0.01% 0.01% 873 +3,456 52.24% Q4 2025 Jan 14, 2026
Forum Financial Management, LP History Added to 10,044 286 0.0% 0.0% 874 +731 7.85% Q4 2025 Jan 27, 2026
Mayfair Advisory Group, LLC History Added to 9,957 286 0.11% 0.12% 872 +38 0.38% Q4 2025 Jan 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 10,006 284 0.0% 0.0% 875 -192 -1.88% Q4 2025 Jan 30, 2026
Rock Point Advisors, LLC History Reduced 9,956 283 0.07% 0.07% 876 -40 -0.4% Q4 2025 Feb 04, 2026
Burton Enright Welch History Added to 9,903 282 0.04% 0.04% 877 +9 0.09% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History Reduced 9,847 280 0.11% 0.08% 878 -305 -3.0% Q4 2025 Feb 11, 2026
FPC INVESTMENT ADVISORY, INC. History Added to 9,861 280 0.15% 0.16% 880 +215 2.23% Q4 2025 Feb 10, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 9,725 280 0.04% 0.05% 879 +41 0.42% Q4 2025 Jan 08, 2026
Capital Advantage, Inc. History Added to 9,814 279 0.04% 0.04% 881 +3 0.03% Q4 2025 Jan 07, 2026
Flower City Capital History Added to 9,764 278 0.14% 0.13% 883 +1,032 11.82% Q4 2025 Jan 22, 2026
Golden State Wealth Management, LLC History Added to 9,795 278 0.03% 0.03% 882 +43 0.44% Q4 2025 Feb 13, 2026
Cross Staff Investments Inc History Added to 9,774 278 0.15% 0.19% 884 +1 0.01% Q4 2025 Feb 27, 2026
FCA CORP /TX History Reduced 9,729 277 0.08% 0.08% 885 -139 -1.41% Q4 2025 Feb 11, 2026
Crescent Grove Advisors, LLC History Reduced 9,716 276 0.03% 0.03% 887 -824 -7.82% Q4 2025 Feb 11, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 9,694 276 0.02% 0.03% 886 0 0.0% Q4 2025 Jan 27, 2026
SMITH, MOORE & CO. History Added to 9,677 275 0.02% 0.02% 888 +207 2.19% Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History Added to 9,662 275 0.04% 0.04% 889 +28 0.29% Q4 2025 Jan 22, 2026
Astoria Portfolio Advisors LLC. History Added to 9,064 275 0.06% 0.07% 890 +18 0.2% Q4 2025 Feb 24, 2026
BSW Wealth Partners History Reduced 9,635 274 0.03% 0.03% 891 -442 -4.39% Q4 2025 Jan 23, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 9,649 274 0.19% 0.21% 893 -408 -4.06% Q4 2025 Jan 23, 2026
Paragon Capital Management Ltd History No change 9,626 274 0.05% 0.05% 892 0 0.0% Q4 2025 Jan 22, 2026
FIRST FOUNDATION ADVISORS History Added to 9,595 273 0.01% 0.01% 894 +508 5.59% Q4 2025 Feb 04, 2026
Regal Investment Advisors LLC History Added to 9,615 273 0.02% 0.02% 896 +164 1.74% Q4 2025 Feb 17, 2026
Lafayette Investments, Inc. History No change 9,588 273 0.05% 0.05% 895 0 0.0% Q4 2025 Feb 04, 2026
Worth Asset Management, LLC History New 9,541 271 0.11% — 897 +9,541 New Q4 2025 Jan 14, 2026
Perissos Private Wealth Management, LLC History Reduced 9,538 271 0.23% 0.27% 899 -3,546 -27.1% Q4 2025 Feb 09, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 9,542 271 0.09% 0.09% 898 0 0.0% Q4 2025 Jan 22, 2026
Triton Wealth Management, PLLC History Reduced 8,952 269 0.1% 0.12% 900 -2,059 -18.7% Q4 2025 Feb 05, 2026
Joel Isaacson & Co., LLC History New 9,440 268 0.01% — 901 +9,440 New Q4 2025 Jan 30, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 9,380 267 0.05% 0.04% 902 0 0.0% Q4 2025 Jan 27, 2026
KLCM Advisors, Inc. History New 9,361 266 0.02% — 904 +9,361 New Q4 2025 Feb 04, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 9,344 266 0.3% 0.29% 903 0 0.0% Q4 2025 Feb 04, 2026
PRING TURNER CAPITAL GROUP INC History No change 9,362 266 0.16% 0.16% 905 0 0.0% Q4 2025 Feb 10, 2026
Revisor Wealth Management LLC History Reduced 8,534 265 0.07% 0.15% 906 -6,947 -44.87% Q4 2025 Jan 27, 2026
Flagship Capital Management Inc. History New 9,277 264 0.19% — 909 +9,277 New Q4 2025 Jan 22, 2026
Barnett & Company, Inc. History Added to 9,294 264 0.21% 0.17% 907 +1,420 18.03% Q4 2025 Feb 12, 2026
Stokes Family Office, LLC History Reduced 9,271 264 0.02% 0.03% 908 -725 -7.25% Q4 2025 Feb 18, 2026
Crestwood Advisors Group, LLC History Reduced 9,240 263 0.0% 0.01% 910 -3,369 -26.72% Q4 2025 Feb 03, 2026
Clark Asset Management, LLC History Reduced 9,187 261 0.03% 0.03% 912 -147 -1.57% Q4 2025 Jan 27, 2026
Emergent Wealth Advisors, LLC History Added to 9,181 261 0.15% 0.15% 911 +20 0.22% Q4 2025 Jan 14, 2026
Crusonia Wealth Advisors LLC History New 9,155 260 0.06% — 915 +9,155 New Q4 2025 Feb 18, 2026
MBE Wealth Management, LLC History Reduced 9,158 260 0.11% 0.11% 914 -16 -0.17% Q4 2025 Jan 21, 2026
Palisade Asset Management, LLC History No change 9,140 260 0.03% 0.02% 913 0 0.0% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Reduced 9,113 259 0.01% 0.01% 916 -2,902 -24.15% Q4 2025 Jan 23, 2026
FineMark National Bank & Trust History Reduced 9,122 259 0.01% 0.01% 917 -1,400 -13.31% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History New 8,996 256 0.0% — 918 +8,996 New Q4 2025 Feb 17, 2026
Sachetta, LLC History Reduced 9,021 256 0.14% 0.1% 920 -784 -8.0% Q4 2025 Feb 02, 2026
Arkadios Wealth Advisors History Added to 8,994 256 0.0% 0.01% 919 +771 9.38% Q4 2025 Feb 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 8,984 255 0.03% 0.03% 921 +28 0.31% Q4 2025 Jan 15, 2026
CAPITAL ADVISORS INC/OK History Added to 8,948 254 0.0% 0.0% 922 +234 2.69% Q4 2025 Jan 15, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 8,901 253 0.03% 0.03% 923 +16 0.18% Q4 2025 Jan 26, 2026
AAFMAA Wealth Management & Trust LLC History New 8,850 252 0.1% — 926 +8,850 New Q4 2025 Jan 07, 2026
Legacy Private Trust Co. History Added to 8,875 252 0.01% 0.01% 925 +329 3.85% Q4 2025 Jan 08, 2026
Alteri Wealth LLC History Reduced 8,852 252 0.08% 0.09% 927 -304 -3.32% Q4 2025 Feb 11, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 8,851 252 0.03% 0.03% 924 +255 2.97% Q4 2025 Feb 09, 2026
Evelyn Partners Asset Management Ltd History No change 8,858 252 0.06% 0.06% 928 0 0.0% Q4 2025 Feb 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History New 8,846 251 0.13% — 930 +8,846 New Q4 2025 Jan 29, 2026
High Probability Advisors, LLC History No change 8,840 251 0.03% 0.03% 929 0 0.0% Q4 2025 Jan 29, 2026
Godshalk Welsh Capital Management, Inc. History No change 8,800 250 0.14% 0.14% 931 0 0.0% Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 8,776 249 0.01% — 932 +8,776 New Q4 2025 Feb 10, 2026
Capital Investment Counsel, LLC History Reduced 8,702 247 0.03% 0.04% 933 -1,773 -16.93% Q4 2025 Feb 02, 2026
WPG Advisers, LLC History Reduced 8,657 246 0.18% 0.19% 934 -287 -3.21% Q4 2025 Jan 28, 2026
Fusion Capital, LLC History Added to 8,611 245 0.07% 0.07% 936 +30 0.35% Q4 2025 Feb 04, 2026
Cascade Investment Advisors, Inc. History No change 8,618 245 0.14% 0.15% 935 0 0.0% Q4 2025 Jan 14, 2026
Johnson Financial Group, LLC History New 8,595 244 0.02% — 937 +8,595 New Q4 2025 Feb 10, 2026
FreeGulliver LLC History Added to 8,590 244 0.09% 0.11% 938 +100 1.18% Q4 2025 Feb 12, 2026
LINCOLN CAPITAL CORP History Added to 8,552 243 0.09% 0.08% 939 +88 1.04% Q4 2025 Jan 23, 2026
Y-Intercept (Hong Kong) Ltd History New 8,499 242 0.01% — 942 +8,499 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 8,520 242 0.0% 0.0% 940 +3,856 82.68% Q4 2025 Feb 12, 2026
Strategic Financial Services, Inc. History No change 7,864 242 0.01% 0.01% 941 0 0.0% Q4 2025 Feb 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 8,480 241 0.0% 0.0% 943 -381 -4.3% Q4 2025 Feb 02, 2026
Horizons Wealth Management History No change 8,410 239 0.16% 0.16% 944 0 0.0% Q4 2025 Jan 05, 2026
Grant Private Wealth Management Inc History Reduced 8,304 236 0.14% 0.16% 946 -1,008 -10.82% Q4 2025 Jan 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 8,311 236 0.07% 0.07% 945 0 0.0% Q4 2025 Feb 10, 2026
Holistic Financial Partners History Reduced 8,214 233 0.08% 0.11% 947 -1,510 -15.53% Q4 2025 Jan 07, 2026
25 LLC History Added to 8,184 233 0.07% 0.07% 948 +280 3.54% Q4 2025 Jan 15, 2026
Biltmore Family Office, LLC History Reduced 8,148 232 0.03% 0.03% 950 -192 -2.3% Q4 2025 Feb 04, 2026
Baldwin Investment Management, LLC History Added to 8,154 232 0.03% 0.03% 949 +7 0.09% Q4 2025 Feb 13, 2026
Aspiring Ventures, LLC History Reduced 8,112 231 0.08% 0.09% 951 -1,720 -17.49% Q4 2025 Jan 27, 2026
Apeiron RIA LLC History New 7,654 230 0.05% — 953 +7,654 New Q4 2025 Feb 03, 2026
Diversified Portfolios, Inc. History Added to 8,081 230 0.02% 0.02% 952 +2 0.02% Q4 2025 Feb 09, 2026
Stembrook Asset Management, LLC History New 8,056 229 0.22% — 958 +8,056 New Q4 2025 Feb 13, 2026
Rockbridge Investment Management, LCC History Reduced 8,067 229 0.02% 0.03% 956 -3,722 -31.57% Q4 2025 Feb 04, 2026
River Wealth Advisors LLC History Reduced 8,060 229 0.03% 0.03% 955 -2,426 -23.14% Q4 2025 Feb 13, 2026
NOTTINGHAM ADVISORS, INC. History No change 8,067 229 0.03% 0.03% 954 0 0.0% Q4 2025 Jan 26, 2026
Golden Bell Financial Planning LLC History No change 8,045 229 0.19% 0.19% 957 0 0.0% Q4 2025 Feb 03, 2026
Vident Advisory, LLC History New 7,980 227 0.0% — 961 +7,980 New Q4 2025 Feb 18, 2026
MANNING & NAPIER ADVISORS LLC History Added to 7,935 227 0.0% 0.0% 959 +1,860 30.62% Q4 2025 Feb 03, 2026
North Star Investment Management Corp. History Added to 7,989 227 0.01% 0.01% 960 +7 0.09% Q4 2025 Jan 30, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 7,925 225 0.04% 0.04% 962 -482 -5.73% Q4 2025 Feb 10, 2026
PRIVATE MANAGEMENT GROUP INC History No change 7,922 225 0.01% 0.01% 963 0 0.0% Q4 2025 Feb 12, 2026
Williams Jones Wealth Management, LLC. History New 7,868 224 0.0% — 965 +7,868 New Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Added to 7,893 224 0.05% 0.0% 964 +7,205 1047.24% Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Added to 7,836 223 0.0% 0.0% 966 +3,960 102.17% Q4 2025 Feb 09, 2026
Astra Wealth Partners LLC History Added to 7,839 223 0.13% 0.14% 967 +100 1.29% Q4 2025 Feb 02, 2026
Appalachian Capital Management Ltd History New 7,823 222 0.18% — 969 +7,823 New Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Added to 7,807 222 0.01% 0.01% 968 +56 0.72% Q4 2025 Jan 29, 2026
Compass Ion Advisors, LLC History Reduced 7,778 221 0.02% 0.02% 970 -1,269 -14.03% Q4 2025 Jan 29, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 7,764 221 0.09% 0.1% 971 -788 -9.21% Q4 2025 Feb 04, 2026
ATLas Financial Planning LLC History New 7,714 219 0.21% — 974 +7,714 New Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History New 7,705 219 0.01% — 972 +7,705 New Q4 2025 Jan 21, 2026
ADE, LLC History No change 7,715 219 0.11% 0.11% 973 0 0.0% Q4 2025 Feb 10, 2026
ALESCO ADVISORS LLC History Reduced 7,676 218 0.01% 0.01% 975 -812 -9.57% Q4 2025 Jan 28, 2026
FAIRFIELD, BUSH & CO. History Reduced 7,640 217 0.11% 0.11% 976 -97 -1.25% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History Added to 7,641 217 0.01% 0.02% 977 +31 0.41% Q4 2025 Feb 23, 2026
Hidden Cove Wealth Management, LLC History No change 7,646 217 0.14% 0.14% 978 0 0.0% Q4 2025 Feb 02, 2026
Penobscot Investment Management Company, Inc. History Reduced 7,591 216 0.02% 0.02% 979 -780 -9.32% Q4 2025 Jan 27, 2026
Apollon Financial, LLC History New 7,584 215 0.03% — 981 +7,584 New Q4 2025 Jan 22, 2026
Unify Financial Advisors History New 7,561 215 0.22% — 982 +7,561 New Q4 2025 Apr 08, 2026
Obermeyer Wealth Partners History New 7,554 215 0.01% — 980 +7,554 New Q4 2025 Jan 29, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 7,547 214 0.11% 0.09% 983 0 0.0% Q4 2025 Feb 12, 2026
Essex Bank History No change 7,544 214 0.05% 0.05% 984 0 0.0% Q4 2025 Feb 02, 2026
SAX WEALTH ADVISORS, LLC History Reduced 7,504 213 0.01% 0.01% 986 -405 -5.12% Q4 2025 Jan 12, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 7,485 213 0.01% 0.01% 985 +160 2.18% Q4 2025 Feb 13, 2026
ONE Advisory Partners, LLC History New 7,414 211 0.06% — 988 +7,414 New Q4 2025 Jan 12, 2026
Clarity Wealth Advisors, LLC History New 7,411 211 0.04% — 987 +7,411 New Q4 2025 Jan 23, 2026
PTM WEALTH MANAGEMENT, LLC History Added to 7,232 211 0.12% 0.12% 990 +32 0.44% Q4 2025 Jan 09, 2026
Topsail Wealth Management, LLC History No change 7,409 211 0.03% 0.03% 989 0 0.0% Q4 2025 Feb 04, 2026
Pacific Park Financial, Inc. History New 7,322 208 0.13% — 992 +7,322 New Q4 2025 Jan 30, 2026
Ancora Advisors LLC History Added to 7,336 208 0.0% 0.0% 991 +2,047 38.7% Q4 2025 Feb 17, 2026
Advisor Resource Council History New 6,825 207 0.07% — 995 +6,825 New Q4 2025 Feb 10, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 7,276 207 0.01% 0.01% 994 -1,621 -18.22% Q4 2025 Feb 13, 2026
Alley Investment Management Company, LLC History Reduced 7,290 207 0.02% 0.02% 996 -106 -1.43% Q4 2025 Jan 27, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 7,298 207 0.03% 0.03% 993 +19 0.26% Q4 2025 Feb 03, 2026
Apriem Advisors History Reduced 7,260 206 0.02% 0.02% 997 -25 -0.34% Q4 2025 Feb 13, 2026
Investment Planning Advisors, Inc. History Added to 7,214 205 0.06% 0.06% 998 +18 0.25% Q4 2025 Jan 20, 2026
MAYPORT, LLC History New 7,186 204 0.04% — 999 +7,186 New Q4 2025 Jan 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 7,140 203 0.0% — 1002 +7,140 New Q4 2025 Feb 19, 2026
Anfield Capital Management, LLC History Added to 7,140 203 0.06% 0.05% 1000 +1,537 27.43% Q4 2025 Feb 03, 2026
Broadview Financial Management, LLC History Reduced 7,146 203 0.14% 0.14% 1001 -91 -1.26% Q4 2025 Feb 13, 2026
New England Private Wealth Advisors LLC History New 7,079 201 0.03% — 1004 +7,079 New Q4 2025 Feb 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 7,085 201 0.01% 0.01% 1003 -1,851 -20.71% Q4 2025 Feb 02, 2026
Guardian Wealth Advisors, LLC History Reduced 7,062 201 0.11% 0.11% 1005 -128 -1.78% Q4 2025 Feb 02, 2026
Investor's Fiduciary Advisor Network, LLC History New 7,054 200 0.04% — 1008 +7,054 New Q4 2025 Feb 12, 2026
Madison Wealth Partners, Inc History Reduced 7,048 200 0.04% 0.05% 1007 -1,509 -17.63% Q4 2025 Feb 10, 2026
Evercore Wealth Management, LLC History Reduced 7,046 200 0.0% 0.0% 1006 -148 -2.06% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 6,913 196 0.0% 0.0% 1009 +418 6.44% Q4 2025 Jan 23, 2026
First Pacific Financial History Added to 6,833 194 0.03% 0.03% 1010 +31 0.46% Q4 2025 Jan 16, 2026
Palouse Capital Management, Inc. History Added to 6,757 192 0.12% 0.12% 1011 +113 1.7% Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History Reduced 6,721 191 0.06% 0.06% 1012 -169 -2.45% Q4 2025 Jan 22, 2026
Modus Advisors, LLC History Reduced 6,634 188 0.05% 0.05% 1013 -604 -8.34% Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History No change 6,402 182 0.01% 0.01% 1014 0 0.0% Q4 2025 Feb 06, 2026
Elgethun Capital Management History Reduced 6,352 180 0.03% 0.03% 1015 -108 -1.67% Q4 2025 Feb 10, 2026
Richardson Capital Management LLC History Added to 6,297 179 0.09% 0.08% 1016 +27 0.43% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Reduced 6,277 178 0.0% 0.0% 1017 -843 -11.84% Q4 2025 Jan 16, 2026
Laurel Wealth Advisors LLC History New 6,160 175 0.02% — 1018 +6,160 New Q4 2025 Jan 30, 2026
Robbins Farley History Added to 6,017 171 0.08% 0.04% 1020 +2,640 78.18% Q4 2025 Jan 23, 2026
PROFFITT & GOODSON INC History No change 6,033 171 0.02% 0.02% 1019 0 0.0% Q4 2025 Jan 27, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 5,984 170 0.13% 0.14% 1021 0 0.0% Q4 2025 Feb 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 5,674 161 0.02% 0.02% 1022 0 0.0% Q4 2025 Jan 14, 2026
Bogart Wealth, LLC History Added to 5,644 160 0.01% 0.0% 1023 +3,706 191.23% Q4 2025 Jan 30, 2026
Fairway Wealth LLC History No change 5,404 153 0.04% 0.04% 1024 0 0.0% Q4 2025 Jan 28, 2026
Key FInancial Inc History Reduced 5,171 147 0.03% 0.03% 1025 -80 -1.52% Q4 2025 Feb 09, 2026
WealthCollab, LLC History New 5,055 143 0.06% — 1028 +5,055 New Q4 2025 Jan 27, 2026
Plante Moran Financial Advisors, LLC History Reduced 5,054 143 0.01% 0.01% 1026 -60 -1.17% Q4 2025 Feb 05, 2026
DecisionPoint Financial, LLC History No change 5,037 143 0.03% 0.03% 1027 0 0.0% Q4 2025 Jan 29, 2026
Wilmington Savings Fund Society, FSB History No change 5,000 142 0.0% 0.0% 1029 0 0.0% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4,761 135 0.01% 0.01% 1030 0 0.0% Q4 2025 Jan 07, 2026
Avion Wealth History No change 4,617 131 0.03% 0.03% 1031 0 0.0% Q4 2025 Jan 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 4,530 129 0.05% 0.05% 1032 0 0.0% Q4 2025 Jan 27, 2026
Hurley Capital, LLC History Added to 4,504 128 0.07% 0.07% 1033 +5 0.11% Q4 2025 Feb 17, 2026
BAYBAN History New 4,396 125 0.11% — 1034 +4,396 New Q4 2025 Mar 05, 2026
Private Wealth Asset Management, LLC History Added to 4,387 124 0.01% 0.0% 1036 +4,165 1876.13% Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History Added to 4,383 124 0.01% 0.01% 1035 +19 0.44% Q4 2025 Jan 23, 2026
NBZ Investment Advisors LLC History No change 4,360 124 0.05% 0.06% 1037 0 0.0% Q4 2025 Feb 03, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 4,328 123 0.02% 0.01% 1038 +1,459 50.85% Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 4,288 122 0.0% 0.0% 1039 0 0.0% Q4 2025 Feb 03, 2026
Bank of New Hampshire History New 4,174 118 0.03% — 1040 +4,174 New Q4 2025 Mar 16, 2026
BFSG, LLC History Reduced 4,069 115 0.01% 0.01% 1041 -912 -18.31% Q4 2025 Jan 22, 2026
FIFTH THIRD BANCORP History Added to 3,794 108 0.0% 0.0% 1042 +2,521 198.04% Q4 2025 Feb 02, 2026
Northwest Capital Management Inc History Reduced 3,790 107 0.46% 0.27% 1043 -5,431 -58.9% Q4 2025 Jan 26, 2026
GW&K Investment Management, LLC History Added to 3,669 105 0.0% 0.0% 1044 +16 0.44% Q4 2025 Feb 11, 2026
Smithfield Trust Co History No change 3,646 104 0.0% 0.0% 1045 0 0.0% Q4 2025 Feb 09, 2026
Caldwell Trust Co History No change 3,677 104 0.01% 0.01% 1046 0 0.0% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History Reduced 3,604 103 0.0% 0.04% 1047 -21,377 -85.57% Q4 2025 Feb 13, 2026
Woodside Wealth Management LLC History No change 3,586 102 0.08% 0.08% 1048 0 0.0% Q4 2025 Jan 30, 2026
Capital Investment Advisory Services, LLC History Reduced 3,566 101 0.01% 0.01% 1049 -1,747 -32.88% Q4 2025 Jan 21, 2026
SJS Investment Consulting Inc. History No change 3,550 101 0.01% 0.01% 1050 0 0.0% Q4 2025 Jan 21, 2026
McIlrath & Eck, LLC History Added to 3,501 99 0.01% 0.0% 1052 +1,883 116.38% Q4 2025 Feb 03, 2026
FIRST COMMUNITY TRUST NA History No change 3,500 99 0.07% 0.08% 1051 0 0.0% Q4 2025 Jan 16, 2026
Clearstead Trust, LLC History No change 3,483 99 0.02% 0.02% 1053 0 0.0% Q4 2025 Feb 09, 2026
Basepoint Wealth LLC History New 3,307 94 0.06% — 1054 +3,307 New Q4 2025 Feb 10, 2026
TFC Financial Management, Inc. History Added to 3,243 92 0.01% 0.01% 1055 +835 34.68% Q4 2025 Jan 23, 2026
Planning Project LLC History New 3,202 91 0.02% — 1056 +3,202 New Q4 2025 Feb 12, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 3,131 89 0.0% 0.0% 1057 0 0.0% Q4 2025 Jan 30, 2026
TUCKER ASSET MANAGEMENT LLC History No change 3,022 86 0.03% 0.03% 1058 0 0.0% Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History Reduced 3,000 85 0.0% 0.0% 1059 -400 -11.76% Q4 2025 Feb 02, 2026
Fairman Group, LLC History Added to 2,994 85 0.07% 0.07% 1061 +4 0.13% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History No change 3,000 85 0.01% 0.01% 1060 0 0.0% Q4 2025 Jan 28, 2026
Kozak & Associates, Inc. History Reduced 2,814 84 0.02% 0.04% 1062 -5,591 -66.52% Q4 2025 Jan 12, 2026
Silver Grove Financial Group, Inc. History New 2,947 83 0.07% — 1064 +2,947 New Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 2,948 83 0.01% 0.01% 1063 0 0.0% Q4 2025 Jan 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,856 81 0.0% — 1065 +2,856 New Q4 2025 Jan 21, 2026
Evolution Advisers, Inc. History Added to 2,864 81 0.04% 0.03% 1066 +720 33.58% Q4 2025 Jan 23, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 2,787 79 0.02% 0.01% 1067 +446 19.05% Q4 2025 Jan 12, 2026
Hamrick Investment Counsel, llc History New 2,766 78 0.06% — 1068 +2,766 New Q4 2025 Mar 31, 2026
Dunhill Financial, LLC History Added to 2,714 77 0.02% 0.0% 1069 +2,286 534.11% Q4 2025 Jan 29, 2026
Versant Capital Management, Inc History Added to 2,678 76 0.01% 0.01% 1070 +1 0.04% Q4 2025 Jan 08, 2026
BARRETT & COMPANY, INC. History No change 2,662 75 0.03% 0.03% 1071 0 0.0% Q4 2025 Jan 28, 2026
Pflug Koory, LLC History No change 2,649 75 0.03% 0.03% 1072 0 0.0% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History No change 2,600 74 0.0% 0.0% 1073 0 0.0% Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Added to 2,494 71 0.0% 0.0% 1074 +1,870 299.68% Q4 2025 Feb 11, 2026
Operose Advisors LLC History No change 2,517 71 0.02% 0.02% 1075 0 0.0% Q4 2025 Feb 10, 2026
SHP Wealth Management History New 2,464 70 0.01% — 1076 +2,464 New Q4 2025 Mar 04, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 2,437 69 0.05% 0.05% 1077 -176 -6.74% Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 2,398 68 0.01% 0.01% 1078 -599 -19.99% Q4 2025 Jan 23, 2026
Mission Creek Capital Partners, Inc. History No change 15,505 68 0.01% 0.01% 1079 0 0.0% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 2,329 66 0.06% 0.05% 1081 +156 7.18% Q4 2025 Jan 26, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 2,324 66 0.03% 0.03% 1080 0 0.0% Q4 2025 Feb 06, 2026
Lodestone Wealth Management LLC History New 2,283 65 0.03% — 1083 +2,283 New Q4 2025 Jan 15, 2026
CULLEN/FROST BANKERS, INC. History Reduced 2,309 65 0.0% 0.0% 1082 -795 -25.61% Q4 2025 Feb 06, 2026
Frankly Finances, LLC History New 2,168 61 0.05% — 1084 +2,168 New Q4 2025 Jan 26, 2026
Godfrey Financial Associates, Inc. History New 2,073 59 0.05% — 1086 +2,073 New Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 2,078 59 0.0% 0.0% 1085 +1,336 180.05% Q4 2025 Feb 11, 2026
Cherry Tree Wealth Management, LLC History Added to 2,059 58 0.01% 0.01% 1088 +173 9.17% Q4 2025 Feb 10, 2026
Johnson Financial Group, Inc. History Reduced 2,041 58 0.0% 0.0% 1087 -116 -5.38% Q4 2025 Feb 12, 2026
Costello Asset Management, INC History Reduced 2,025 57 0.02% 0.02% 1090 -39 -1.89% Q4 2025 Feb 03, 2026
Blume Capital Management, Inc. History No change 2,032 57 0.01% 0.01% 1089 0 0.0% Q4 2025 Feb 05, 2026
Barnes Dennig Private Wealth Management LLC History No change 2,000 56 0.06% 0.06% 1091 0 0.0% Q4 2025 Jan 14, 2026
Activest Wealth Management History New 1,940 55 0.01% — 1092 +1,940 New Q4 2025 Jan 30, 2026
PINNEY & SCOFIELD, INC. History Added to 1,932 55 0.03% 0.03% 1093 +4 0.21% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,896 53 0.0% 0.0% 1094 +577 43.75% Q4 2025 Feb 10, 2026
SouthState Bank Corp History Reduced 1,800 51 0.0% 0.01% 1095 -7,338 -80.3% Q4 2025 Feb 11, 2026
Camelot Portfolios, LLC History New 1,821 51 0.03% — 1096 +1,821 New Q4 2025 Jan 29, 2026
Sound Income Strategies, LLC History Added to 1,576 48 0.0% 0.0% 1097 +200 14.53% Q4 2025 Jan 21, 2026
Aspect Partners, LLC History Reduced 1,600 45 0.02% 0.03% 1099 -796 -33.22% Q4 2025 Jan 23, 2026
Rossby Financial, LCC History Added to 1,586 45 0.01% 0.01% 1100 +340 27.29% Q4 2025 Feb 12, 2026
CBIZ Investment Advisory Services, LLC History No change 1,588 45 0.0% 0.0% 1098 0 0.0% Q4 2025 Feb 09, 2026
Integrity Financial Corp /WA History No change 1,576 44 0.02% 0.02% 1101 0 0.0% Q4 2025 Feb 13, 2026
Nalls Sherbakoff Group, LLC History Reduced 1,490 42 0.03% 0.14% 1102 -5,741 -79.39% Q4 2025 Mar 12, 2026
Key Capital Management, INC History New 1,414 40 0.04% — 1103 +1,414 New Q4 2025 Jan 26, 2026
Addison Advisors LLC History New 1,396 39 0.01% — 1106 +1,396 New Q4 2025 Feb 06, 2026
ADIRONDACK TRUST CO History Added to 1,380 39 0.01% 0.01% 1105 +281 25.57% Q4 2025 Jan 08, 2026
FIRST HORIZON CORP History Reduced 1,394 39 0.0% 0.0% 1104 -208 -12.98% Q4 2025 Jan 27, 2026
Triumph Capital Management History New 1,341 38 0.01% — 1107 +1,341 New Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 1,316 37 0.01% — 1109 +1,316 New Q4 2025 Feb 09, 2026
IFC & Insurance Marketing, Inc. History New 1,302 37 0.04% — 1108 +1,302 New Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,282 36 0.0% 0.0% 1110 +442 52.62% Q4 2025 Feb 09, 2026
Osbon Capital Management LLC History New 1,259 35 0.03% — 1111 +1,259 New Q4 2025 Mar 16, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 1,240 35 0.01% 0.0% 1112 +1,180 1966.67% Q4 2025 Feb 02, 2026
Hilton Head Capital Partners, LLC History New 1,208 34 0.02% — 1114 +1,208 New Q4 2025 Feb 11, 2026
Morling Financial Advisors, LLC History No change 1,201 34 0.01% 0.01% 1113 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone National Bank & Trust Co History No change 1,170 33 0.01% 0.01% 1115 0 0.0% Q4 2025 Jan 29, 2026
Stephens Consulting, LLC History Added to 1,155 32 0.01% 0.0% 1119 +1,119 3108.33% Q4 2025 Jan 13, 2026
MOTCO History Reduced 1,158 32 0.0% 0.0% 1116 -119 -9.32% Q4 2025 Feb 06, 2026
Salomon & Ludwin, LLC History No change 1,101 32 0.0% 0.0% 1117 0 0.0% Q4 2025 Jan 28, 2026
HOEY INVESTMENTS, INC History No change 1,157 32 0.0% 0.0% 1118 0 0.0% Q4 2025 Jan 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,091 31 0.0% — 1120 +1,091 New Q4 2025 Feb 03, 2026
Morton Brown Family Wealth, LLC History New 1,069 30 0.01% — 1123 +1,069 New Q4 2025 Jan 28, 2026
TOMPKINS FINANCIAL CORP History Added to 1,083 30 0.0% 0.0% 1121 +1,031 1982.69% Q4 2025 Jan 08, 2026
Hamilton Point Investment Advisors, LLC History No change 1,064 30 0.0% 0.0% 1122 0 0.0% Q4 2025 Feb 12, 2026
JDM Financial Group LLC History No change 1,069 30 0.01% 0.01% 1124 0 0.0% Q4 2025 Feb 02, 2026
GODSEY & GIBB, INC History No change 1,010 28 0.0% 0.0% 1125 0 0.0% Q4 2025 Jan 27, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,000 28 0.01% 0.01% 1126 0 0.0% Q4 2025 Jan 27, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 971 27 0.01% 0.01% 1127 +3 0.31% Q4 2025 Jan 23, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 900 25 0.01% 0.01% 1128 0 0.0% Q4 2025 Feb 17, 2026
ORG Partners LLC History No change 870 24 0.0% 0.0% 1129 0 0.0% Q4 2025 Jan 14, 2026
Glassman Wealth Services History No change 808 23 0.0% 0.0% 1130 0 0.0% Q4 2025 Jan 28, 2026
TSFG, LLC History No change 810 23 0.0% 0.0% 1131 0 0.0% Q4 2025 Feb 04, 2026
PFS Partners, LLC History No change 818 23 0.01% 0.01% 1132 0 0.0% Q4 2025 Jan 16, 2026
Keystone Financial Group, Inc. History Added to 786 22 0.01% 0.01% 1136 +3 0.38% Q4 2025 Jan 16, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 773 22 0.01% 0.01% 1133 +1 0.13% Q4 2025 Jan 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 800 22 0.0% 0.0% 1134 0 0.0% Q4 2025 Feb 17, 2026
Wealth Watch Advisors, INC History No change 782 22 0.01% 0.01% 1135 0 0.0% Q4 2025 Feb 17, 2026
Roxbury Financial LLC History No change 776 22 0.02% 0.02% 1137 0 0.0% Q4 2025 Jan 05, 2026
Wealth Preservation Advisors, LLC History No change 764 21 0.01% 0.01% 1138 0 0.0% Q4 2025 Feb 23, 2026
KERR FINANCIAL PLANNING Corp History Added to 699 20 0.03% 0.03% 1141 +3 0.43% Q4 2025 Feb 10, 2026
Crewe Advisors LLC History No change 708 20 0.0% 0.0% 1139 0 0.0% Q4 2025 Jan 16, 2026
Glass Jacobson Investment Advisors llc History No change 730 20 0.01% 0.01% 1140 0 0.0% Q4 2025 Jan 22, 2026
Ankerstar Wealth, LLC History New 688 19 0.02% — 1143 +688 New Q4 2025 Feb 12, 2026
BOKF, NA History No change 679 19 0.0% 0.0% 1142 0 0.0% Q4 2025 Feb 03, 2026
Pacifica Partners Inc. History No change 648 18 0.01% 0.01% 1144 0 0.0% Q4 2025 Jan 09, 2026
SOA Wealth Advisors, LLC. History No change 640 18 0.0% 0.0% 1145 0 0.0% Q4 2025 Jan 20, 2026
Kilter Group LLC History Reduced 609 17 0.01% 0.01% 1147 -13 -2.09% Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 610 17 0.0% 0.0% 1146 0 0.0% Q4 2025 Feb 17, 2026
FIRST FINANCIAL CORP /IN/ History No change 596 16 0.01% 0.01% 1148 0 0.0% Q4 2025 Jan 13, 2026
Pillar Financial Advisors, LLC History No change 562 16 0.01% 0.01% 1149 0 0.0% Q4 2025 Feb 02, 2026
GAMMA Investing LLC History No change 532 15 0.0% 0.0% 1150 0 0.0% Q4 2025 Jan 05, 2026
PDS Planning, Inc History No change 518 14 0.0% 0.0% 1151 0 0.0% Q4 2025 Jan 26, 2026
JNBA Financial Advisors History No change 500 14 0.0% 0.0% 1152 0 0.0% Q4 2025 Jan 26, 2026
Strategic Advocates LLC History No change 468 13 0.0% 0.0% 1153 0 0.0% Q4 2025 Feb 11, 2026
Wagner Wealth Management, LLC History Added to 430 12 0.0% 0.0% 1154 +2 0.47% Q4 2025 Jan 30, 2026
Breakwater Investment Management History Reduced 402 11 0.0% 0.01% 1158 -1,002 -71.37% Q4 2025 Feb 02, 2026
Independence Bank of Kentucky History Reduced 400 11 0.0% 0.0% 1155 -326 -44.9% Q4 2025 Jan 20, 2026
Whipplewood Advisors, LLC History Reduced 421 11 0.01% 0.01% 1159 -21 -4.75% Q4 2025 Feb 17, 2026
Archer Investment Corp History Added to 392 11 0.0% 0.0% 1157 +2 0.51% Q4 2025 Jan 30, 2026
Aberdeen Wealth Management LLC History No change 400 11 0.01% 0.01% 1156 0 0.0% Q4 2025 Feb 12, 2026
PFC CAPITAL GROUP, INC. History New 353 10 0.0% — 1164 +353 New Q4 2025 Feb 11, 2026
Team Financial Group, LLC History Added to 378 10 0.0% 0.0% 1163 +2 0.53% Q4 2025 Jan 13, 2026
AMERICAN NATIONAL BANK & TRUST History No change 366 10 0.0% 0.0% 1160 0 0.0% Q4 2025 Jan 20, 2026
Horrell Capital Management, Inc. History No change 352 10 0.0% 0.0% 1161 0 0.0% Q4 2025 Feb 03, 2026
Cedar Mountain Advisors, LLC History No change 384 10 0.0% 0.0% 1162 0 0.0% Q4 2025 Feb 11, 2026
United Financial Planning Group LLC History New 325 9 0.01% — 1169 +325 New Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Reduced 339 9 0.0% 0.0% 1165 -181 -34.81% Q4 2025 Feb 11, 2026
Valued Wealth Advisors LLC History Reduced 328 9 0.0% 0.01% 1168 -180 -35.43% Q4 2025 Jan 30, 2026
Orion Capital Management LLC History No change 348 9 0.0% 0.0% 1166 0 0.0% Q4 2025 Feb 03, 2026
Trifecta Capital Advisors, LLC History No change 326 9 0.0% 0.0% 1167 0 0.0% Q4 2025 Jan 30, 2026
TD Capital Management LLC History Added to 285 8 0.0% 0.0% 1170 +1 0.35% Q4 2025 Feb 26, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 280 7 0.0% 0.0% 1171 0 0.0% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 264 7 0.0% 0.0% 1172 0 0.0% Q4 2025 Feb 09, 2026
NWK Group, Inc. History No change 278 7 0.0% 0.0% 1173 0 0.0% Q4 2025 Feb 09, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 270 7 0.0% 0.0% 1174 0 0.0% Q4 2025 Jan 08, 2026
MASECO LLP History New 222 6 0.0% — 1179 +222 New Q4 2025 Jan 22, 2026
Creative Capital Management Investments LLC History New 214 6 0.0% — 1177 +214 New Q4 2025 Jan 23, 2026
Frazier Financial Advisors, LLC History Added to 233 6 0.0% 0.0% 1178 +11 4.95% Q4 2025 Feb 09, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 245 6 0.0% 0.0% 1175 0 0.0% Q4 2025 Feb 12, 2026
Colonial Trust Co / SC History No change 212 6 0.0% 0.0% 1176 0 0.0% Q4 2025 Feb 12, 2026
Noble Wealth Management PBC History Added to 200 5 0.0% 0.0% 1183 +40 25.0% Q4 2025 Jan 05, 2026
ALBION FINANCIAL GROUP /UT History Added to 182 5 0.0% 0.0% 1180 +1 0.55% Q4 2025 Jan 21, 2026
Financial Perspectives, Inc History Added to 203 5 0.0% 0.0% 1182 +1 0.5% Q4 2025 Jan 28, 2026
ATMOS ADVISORY, LLC History No change 176 5 0.0% 0.0% 1181 0 0.0% Q4 2025 Jan 21, 2026
Qube Research & Technologies Ltd History Reduced 144 4 0.0% 0.0% 1185 -723 -83.39% Q4 2025 Feb 17, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 170 4 0.0% 0.0% 1184 -18 -9.57% Q4 2025 Feb 09, 2026
Providence Capital Advisors, LLC History No change 160 4 0.0% 0.0% 1186 0 0.0% Q4 2025 Feb 12, 2026
City State Bank History No change 150 4 0.0% 0.0% 1187 0 0.0% Q4 2025 Jan 28, 2026
Strive Financial Group ,LLC History New 114 3 0.0% — 1190 +114 New Q4 2025 Feb 18, 2026
DiNuzzo Private Wealth, Inc. History No change 137 3 0.0% 0.0% 1188 0 0.0% Q4 2025 Jan 16, 2026
Greykasell Wealth Strategies, Inc. History No change 116 3 0.0% 0.0% 1189 0 0.0% Q4 2025 Feb 11, 2026
PROSPERITY BANCSHARES INC History New 104 2 0.0% — 1194 +104 New Q4 2025 Feb 17, 2026
Greenline Wealth Management LLC History New 97 2 0.0% — 1204 +97 New Q4 2025 Feb 13, 2026
Garner Asset Management Corp History New 84 2 0.0% — 1197 +84 New Q4 2025 Feb 03, 2026
Quent Capital, LLC History New 80 2 0.0% — 1201 +80 New Q4 2025 Jan 29, 2026
MCGUIRE CAPITAL ADVISORS INC History New 73 2 0.0% — 1205 +73 New Q4 2025 Feb 19, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 86 2 0.0% 0.0% 1192 +1 1.18% Q4 2025 Jan 30, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 94 2 0.0% 0.0% 1193 +1 1.08% Q4 2025 Jan 23, 2026
HAZLETT, BURT & WATSON, INC. History No change 59 2 0.0% 0.0% 1191 0 0.0% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History No change 76 2 0.0% 0.0% 1195 0 0.0% Q4 2025 Jan 20, 2026
Financial Management Professionals, Inc. History No change 82 2 0.0% 0.0% 1196 0 0.0% Q4 2025 Jan 27, 2026
Solstein Capital, LLC History No change 72 2 0.0% 0.0% 1198 0 0.0% Q4 2025 Feb 13, 2026
Financial Gravity Asset Management, Inc. History No change 98 2 0.0% 0.0% 1199 0 0.0% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History No change 102 2 0.0% 0.0% 1200 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History No change 72 2 0.0% 0.0% 1202 0 0.0% Q4 2025 Feb 13, 2026
Graney & King, LLC History No change 77 2 0.0% 0.0% 1203 0 0.0% Q4 2025 Feb 13, 2026
Decker Retirement Planning Inc. History Reduced 38 1 0.0% 0.0% 1212 -125 -76.69% Q4 2025 Jan 26, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 69 1 0.0% — 1206 +69 New Q4 2025 Jan 08, 2026
Beacon Financial Strategies CORP History New 60 1 0.0% — 1215 +60 New Q4 2025 Jan 12, 2026
Wilkerson Advisory Group LLC History New 47 1 0.0% — 1214 +47 New Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History New 40 1 0.0% — 1216 +40 New Q4 2025 Feb 17, 2026
Insight Inv LLC History New 36 1 0.0% — 1211 +36 New Q4 2025 Feb 06, 2026
Roble, Belko & Company, Inc History Reduced 19 1 0.0% 0.0% 1209 -4 -17.39% Q4 2025 Jan 12, 2026
Beacon Capital Management, Inc. History No change 40 1 0.0% 0.0% 1207 0 0.0% Q4 2025 Feb 12, 2026
Heritage Wealth Advisors History No change 53 1 0.0% 0.0% 1208 0 0.0% Q4 2025 Feb 13, 2026
SITTNER & NELSON, LLC History No change 44 1 0.0% 0.0% 1210 0 0.0% Q4 2025 Feb 11, 2026
Central Pacific Bank - Trust Division History No change 52 1 0.0% 0.0% 1213 0 0.0% Q4 2025 Jan 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.0% — -646,019 -100.0% Q3 2025 Nov 14, 2025
BROWN WEALTH MANAGEMENT, LLC History Closed out 0 0 — 1.7% — -216,374 -100.0% Q3 2025 Nov 04, 2025
Pinnacle Wealth Management, LLC History Closed out 0 0 — 3.43% — -181,986 -100.0% Q3 2025 Nov 12, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.78% — -175,135 -100.0% Q3 2025 Nov 12, 2025
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 — 0.73% — -157,191 -100.0% Q3 2025 Oct 09, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -103,251 -100.0% Q3 2025 Nov 10, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.29% — -71,208 -100.0% Q3 2025 Nov 13, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.04% — -56,555 -100.0% Q3 2025 Oct 14, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.0% — -42,630 -100.0% Q3 2025 Nov 14, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.04% — -38,683 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.09% — -22,593 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.0% — -20,400 -100.0% Q3 2025 Nov 14, 2025
Busey Bank History Closed out 0 0 — 0.01% — -18,270 -100.0% Q3 2025 Oct 15, 2025
One Capital Management, LLC History Closed out 0 0 — 0.01% — -16,102 -100.0% Q3 2025 Nov 14, 2025
CALTON & ASSOCIATES, INC. History Closed out 0 0 — 0.05% — -12,979 -100.0% Q3 2025 Nov 07, 2025
XTX Topco Ltd History Closed out 0 0 — 0.02% — -12,924 -100.0% Q3 2025 Nov 14, 2025
Providence First Trust Co History Closed out 0 0 — 0.12% — -12,667 -100.0% Q3 2025 Oct 29, 2025
AVITY INVESTMENT MANAGEMENT INC. History Closed out 0 0 — 0.02% — -12,605 -100.0% Q3 2025 Nov 19, 2025
COLUMBIA ADVISORY PARTNERS LLC History Closed out 0 0 — 0.24% — -12,206 -100.0% Q3 2025 Oct 24, 2025
Williams Financial, LLC History Closed out 0 0 — 0.26% — -8,911 -100.0% Q3 2025 Oct 24, 2025
Alpha Financial Advisors, LLC History Closed out 0 0 — 0.08% — -8,537 -100.0% Q3 2025 Nov 13, 2025
DRAVO BAY LLC History Closed out 0 0 — 0.1% — -8,243 -100.0% Q3 2025 Nov 06, 2025
Verdence Capital Advisors LLC History Closed out 0 0 — 0.01% — -8,020 -100.0% Q3 2025 Oct 29, 2025
Strategic Blueprint, LLC History Closed out 0 0 — 0.01% — -7,997 -100.0% Q3 2025 Oct 23, 2025
Quadrant Private Wealth Management, LLC History Closed out 0 0 — 0.04% — -7,553 -100.0% Q3 2025 Oct 30, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 0.09% — -7,489 -100.0% Q3 2025 Nov 14, 2025
Journey Beyond Wealth, LLC History Closed out 0 0 — 0.17% — -7,401 -100.0% Q3 2025 Oct 28, 2025
Mayflower Financial Advisors, LLC History Closed out 0 0 — 0.03% — -7,268 -100.0% Q3 2025 Oct 17, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.01% — -7,266 -100.0% Q3 2025 Nov 13, 2025
Advantage Trust Co History Closed out 0 0 — 0.07% — -5,620 -100.0% Q3 2025 Nov 03, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -1,652 -100.0% Q3 2025 Oct 29, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.02% — -1,121 -100.0% Q3 2025 Oct 27, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -1,072 -100.0% Q3 2025 Mar 31, 2026
Main Street Group, LTD History Closed out 0 0 — 0.01% — -1,006 -100.0% Q3 2025 Nov 07, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -870 -100.0% Q3 2025 Oct 22, 2025
DAGCO, INC. History Closed out 0 0 — 0.0% — -642 -100.0% Q3 2025 Oct 27, 2025
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -504 -100.0% Q3 2025 Oct 09, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.01% — -496 -100.0% Q3 2025 Nov 06, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -370 -100.0% Q3 2025 Nov 03, 2025
Financial Connections Group, Inc. History Closed out 0 0 — 0.0% — -324 -100.0% Q3 2025 Oct 10, 2025
Midwest Capital Advisors, LLC History Closed out 0 0 — 0.0% — -210 -100.0% Q3 2025 Oct 27, 2025
Horizon Investments, LLC History Closed out 0 0 — 0.0% — -169 -100.0% Q3 2025 Nov 14, 2025
North Capital, Inc. History Closed out 0 0 — 0.0% — -126 -100.0% Q3 2025 Oct 09, 2025
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 — 0.0% — -102 -100.0% Q3 2025 Oct 14, 2025
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Nov 12, 2025
Oakworth Capital, Inc. History Closed out 0 0 — 0.0% — -91 -100.0% Q3 2025 Nov 04, 2025
BNP PARIBAS FINANCIAL MARKETS History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 13, 2025
Clayton Financial Group LLC History New 30 0 — — — +30 New Q4 2025 Jan 21, 2026
IAG Wealth Partners, LLC History Closed out 0 0 — — — -30 -100.0% Q3 2025 Nov 12, 2025
HM PAYSON & CO History New 20 0 — — — +20 New Q4 2025 Feb 12, 2026
Nemes Rush Group LLC History New 20 0 — — — +20 New Q4 2025 Feb 11, 2026
Compass Financial Services Inc History Closed out 0 0 — — — -20 -100.0% Q3 2025 Nov 04, 2025
Crews Bank & Trust History Closed out 0 0 — — — -20 -100.0% Q3 2025 Oct 22, 2025
RHL GROUP, LLC History New 16 0 — — — +16 New Q4 2025 Feb 09, 2026
Global Trust Asset Management, LLC History Closed out 0 0 — — — -16 -100.0% Q3 2025 Oct 28, 2025
Trust Co History New 6 0 — — — +6 New Q4 2025 Jan 15, 2026
North Ridge Wealth Advisors, Inc. History No change 1 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History No change 27 0 — — — 0 0.0% Q4 2025 Feb 05, 2026