SCHWAB STRATEGIC TRUST - SCHB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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
Wealthfront Advisers LLC History Reduced 53,564,291 1,404,991 3.14% 3.33% 1 -1,533,696 -2.78% Q4 2025 Jan 30, 2026
Betterment LLC History Reduced 16,156,262 423,779 0.81% 0.84% 2 -347,851 -2.11% Q4 2025 Feb 12, 2026
REBALANCE, LLC History Added to 14,963,211 392,485 22.94% 22.46% 3 +483,144 3.34% Q4 2025 Jan 15, 2026
Align Financial, LLC History New 367,995 367,995 0.21% — 4 +367,995 New Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Reduced 11,909,368 312,382 3.31% 3.42% 5 -290,555 -2.38% Q4 2025 Feb 10, 2026
Strid Group, LLC History Added to 8,716,818 228,642 28.46% 28.48% 6 +617 0.01% Q4 2025 Jan 26, 2026
HighTower Advisors, LLC History Added to 8,631,797 226,412 0.25% 0.23% 7 +854,800 10.99% Q4 2025 Feb 06, 2026
Evensky & Katz LLC History Reduced 8,280,843 217,207 12.25% 12.67% 8 -212,118 -2.5% Q4 2025 Feb 05, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 7,726,247 202,659 17.07% 18.56% 9 -731,216 -8.65% Q4 2025 Jan 15, 2026
Hanson & Doremus Investment Management History Added to 7,007,872 183,816 22.09% 21.08% 10 +493,815 7.58% Q4 2025 Jan 20, 2026
HB Wealth Management, LLC History Reduced 6,688,619 175,442 1.13% 1.17% 11 -5,470 -0.08% Q4 2025 Jan 28, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 6,193,890 162,465 3.07% 3.23% 12 -140,320 -2.22% Q4 2025 Feb 10, 2026
Evergreen Advisors, LLC History New 6,167,435 161,771 39.45% — 13 +6,167,435 New Q4 2025 Feb 05, 2026
HT Partners LLC History Reduced 6,082,785 159,551 47.44% 47.85% 14 -5,574 -0.09% Q4 2025 Jan 21, 2026
AlphaCore Capital LLC History Reduced 5,810,478 152,408 3.4% 5.28% 15 -292,086 -4.79% Q4 2025 Feb 05, 2026
TruNorth Capital Management, LLC History Added to 5,090,429 133,521 25.34% 25.79% 16 +19,118 0.38% Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History Reduced 5,037,648 132,137 15.55% 15.48% 17 -167,238 -3.21% Q4 2025 Jan 22, 2026
Accredited Investors Inc. History Reduced 4,719,541 123,793 6.57% 6.89% 18 -86,405 -1.8% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 4,454,313 116,847 0.14% 0.14% 19 +164,384 3.83% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 4,236,900 111,133 0.21% 0.18% 20 +849,417 25.08% Q4 2025 Feb 17, 2026
Morton Brown Family Wealth, LLC History Added to 3,847,441 100,918 27.48% 28.25% 21 +18,364 0.48% Q4 2025 Jan 28, 2026
Creative Planning History Added to 3,807,645 99,874 0.07% 0.04% 22 +1,557,553 69.22% Q4 2025 Feb 17, 2026
Compass Financial Group, INC/SD History Added to 3,648,642 95,703 13.67% 13.09% 23 +262,111 7.74% Q4 2025 Jan 27, 2026
MANCHESTER FINANCIAL INC History Reduced 3,432,268 90,028 16.83% 17.72% 24 -19,763 -0.57% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 3,217,149 84,385 0.01% 0.0% 25 +20,816 0.65% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,212,483 84,263 0.01% 0.01% 26 +74,787 2.38% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 3,209,293 84,179 1.18% 1.16% 27 -28,060 -0.87% Q4 2025 Feb 03, 2026
Summit Financial Strategies, Inc. History Reduced 3,183,036 83,491 6.86% 7.81% 28 -359,116 -10.14% Q4 2025 Jan 27, 2026
HBK Sorce Advisory LLC History Reduced 3,106,134 82,840 1.9% 2.03% 29 -40,971 -1.3% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Added to 3,019,866 79,211 0.64% 0.74% 30 +127,085 4.39% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,953,826 77,478 0.02% — 31 +2,953,826 New Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 2,864,530 75,136 0.02% 0.02% 32 +24,576 0.87% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,775,960 74,118 0.1% 0.1% 33 +320,001 13.03% Q4 2025 Jan 08, 2026
Asset Advisors Investment Management, LLC History Reduced 2,809,236 73,686 6.8% 6.84% 34 -582 -0.02% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Reduced 2,799,604 73,433 0.42% 0.45% 35 -63,815 -2.23% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,743,356 71,959 0.01% — 36 +2,743,356 New Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 2,726,869 71,525 0.1% 0.09% 37 +5,186 0.19% Q4 2025 Feb 13, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 2,676,232 70,197 2.83% 2.8% 38 -11,388 -0.42% Q4 2025 Feb 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 2,667,904 69,979 0.11% 0.12% 39 -59,320 -2.18% Q4 2025 Feb 18, 2026
Gallagher Fiduciary Advisors, LLC History Added to 2,626,353 68,889 2.23% 0.98% 40 +1,590,221 153.48% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 2,626,053 68,881 0.08% 0.05% 41 +1,485,838 130.31% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 2,611,861 68,509 1.06% 1.31% 42 +1,380 0.05% Q4 2025 Feb 13, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 2,597,862 68,141 11.49% 11.26% 43 -11,648 -0.45% Q4 2025 Feb 17, 2026
Legacy Financial Strategies, LLC History Reduced 2,593,226 68,020 12.04% 12.46% 44 -90,527 -3.37% Q4 2025 Jan 23, 2026
Bouchey Financial Group Ltd History Reduced 2,552,924 66,963 5.02% 16.48% 45 -5,765,462 -69.31% Q4 2025 Jan 16, 2026
MYECFO, LLC History Added to 2,481,049 65,080 27.62% 28.28% 46 +63,496 2.63% Q4 2025 Jan 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,395,633 62,837 0.04% 0.04% 47 +108,939 4.76% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 2,362,355 61,964 0.94% 1.0% 48 -104,747 -4.25% Q4 2025 Jan 22, 2026
Winthrop Advisory Group LLC History Reduced 2,294,238 60,177 5.1% 5.19% 49 -14,315 -0.62% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Added to 2,182,505 57,247 0.41% 0.4% 50 +41,082 1.92% Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Added to 2,126,176 55,769 11.28% 11.3% 51 +39,321 1.88% Q4 2025 Jan 21, 2026
Caprock Group, LLC History Reduced 2,083,220 54,642 1.15% 1.35% 52 -121,564 -5.51% Q4 2025 Jan 28, 2026
WBH ADVISORY INC History Added to 2,032,771 53,319 3.95% 3.96% 53 +13,682 0.68% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 1,993,156 52,280 0.1% 0.12% 54 +326,069 19.56% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History Reduced 1,956,507 51,319 3.79% 4.18% 55 -115,674 -5.58% Q4 2025 Jan 20, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,947,760 51,089 0.01% 0.01% 56 -472,083 -19.51% Q4 2025 Feb 13, 2026
Compass Advisory Group LLC History Reduced 1,930,589 50,639 13.68% 13.97% 57 -4,932 -0.25% Q4 2025 Jan 21, 2026
SNS Financial Group, LLC History Reduced 1,806,946 47,396 4.08% 4.12% 58 -33,311 -1.81% Q4 2025 Feb 02, 2026
Capital Management Associates, Inc History Added to 1,779,549 46,677 10.32% 12.35% 59 +2,065 0.12% Q4 2025 Jan 21, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,778,973 46,662 0.12% 0.09% 60 +466,241 35.52% Q4 2025 Feb 05, 2026
Roundview Capital LLC History Added to 1,691,550 44,369 2.73% 2.66% 61 +54,892 3.35% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 1,648,774 43,247 0.12% 0.03% 62 +1,241,374 304.71% Q4 2025 Jan 26, 2026
Genesee Capital Advisors, LLC History Added to 1,638,747 42,984 17.3% 16.17% 63 +191,184 13.21% Q4 2025 Jan 16, 2026
Members Advisory Group LLC History Reduced 1,597,065 41,891 15.79% 16.06% 64 -169,049 -9.57% Q4 2025 Jan 27, 2026
Boulder Wealth Advisors, LLC History Added to 1,586,333 41,609 17.59% 18.8% 65 +13,592 0.86% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Reduced 1,576,053 41,339 0.06% 0.05% 66 -5,747 -0.36% Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History Added to 1,564,367 41,033 12.62% 0.32% 67 +1,551,606 12158.97% Q4 2025 Feb 17, 2026
Appalachian Capital Management Ltd History New 1,556,042 40,814 32.7% — 68 +1,556,042 New Q4 2025 Feb 17, 2026
Jaffetilchin Investment Partners, LLC History Added to 1,546,021 40,552 2.37% 2.38% 69 +1,501 0.1% Q4 2025 Jan 15, 2026
Leading Edge Financial Planning LLC History Added to 1,518,271 39,824 9.07% 9.0% 70 +123,860 8.88% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History Reduced 1,485,850 38,973 0.71% 0.77% 71 -33,086 -2.18% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,414,241 37,095 0.01% 0.01% 72 +10,531 0.75% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 1,410,115 36,987 0.15% — 73 +1,410,115 New Q4 2025 Feb 05, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 1,388,726 36,967 17.28% 19.41% 74 +163,205 13.32% Q4 2025 Jan 26, 2026
Legacy Private Trust Co. History Reduced 1,332,535 34,952 2.05% 2.05% 75 -6,612 -0.49% Q4 2025 Jan 08, 2026
OneDigital Investment Advisors LLC History Reduced 1,332,291 34,945 0.34% 0.36% 76 -48,655 -3.52% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,273,878 33,413 0.01% 0.01% 77 -162,711 -11.33% Q4 2025 Feb 18, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 1,273,539 33,404 11.0% 10.97% 78 +398 0.03% Q4 2025 Jan 27, 2026
JPMORGAN CHASE & CO History Added to 1,267,269 33,240 0.0% 0.0% 79 +49,084 4.03% Q4 2025 Feb 11, 2026
WT Wealth Management History Reduced 1,193,268 31,299 9.0% 9.04% 80 -28,033 -2.3% Q4 2025 Feb 02, 2026
SYM FINANCIAL Corp History Added to 1,192,229 31,272 3.21% 2.82% 81 +167,189 16.31% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Reduced 1,180,968 30,976 1.02% 1.1% 82 -55,956 -4.52% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Added to 1,169,488 30,675 0.0% 0.0% 83 +166,375 16.59% Q4 2025 Mar 25, 2026
Pegasus Asset Management, Inc. History Added to 1,167,103 30,613 9.42% 9.6% 84 +3,375 0.29% Q4 2025 Feb 02, 2026
MAI Capital Management History Added to 1,165,113 30,560 0.18% 0.18% 85 +66,165 6.02% Q4 2025 Feb 13, 2026
Goepper Burkhardt LLC History Added to 1,149,601 30,154 9.82% 9.74% 86 +38,162 3.43% Q4 2025 Feb 09, 2026
Phil A. Younker & Associates, Ltd. History Added to 1,138,394 29,860 20.82% 21.09% 87 +67,670 6.32% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,131,271 29,673 0.02% 0.01% 88 +375,683 49.72% Q4 2025 Feb 17, 2026
Gemmer Asset Management LLC History Reduced 1,124,612 29,498 2.27% 2.39% 89 -30,201 -2.62% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Reduced 1,120,531 29,391 0.04% 0.05% 90 -2,109 -0.19% Q4 2025 Feb 11, 2026
Truepoint, Inc. History Reduced 1,116,699 29,291 0.66% 0.67% 91 -11,754 -1.04% Q4 2025 Feb 11, 2026
Strategic Advisors LLC History Reduced 1,111,119 29,144 4.56% 4.68% 92 -22,781 -2.01% Q4 2025 Feb 10, 2026
VALLEY NATIONAL ADVISERS INC History Added to 1,102,037 28,906 4.0% 4.29% 93 +24,971 2.32% Q4 2025 Jan 23, 2026
GSG Advisors LLC History Added to 1,078,456 28,287 7.3% 7.31% 94 +7,692 0.72% Q4 2025 Jan 08, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Added to 1,073,612 28,160 19.23% 18.81% 95 +54,271 5.32% Q4 2025 Feb 09, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 1,056,993 27,724 1.76% 1.77% 96 -13 -0.0% Q4 2025 Jan 23, 2026
Facet Wealth, Inc. History Added to 1,027,639 27,571 0.49% 0.54% 97 +15,693 1.55% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,028,172 26,968 0.55% 0.58% 98 +28,701 2.87% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 1,002,656 26,299 0.18% 0.13% 99 +391,373 64.02% Q4 2025 Feb 18, 2026
Dodds Wealth, LLC History Added to 984,749 25,829 6.33% 5.93% 100 +52,623 5.65% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Added to 966,352 25,724 0.63% 0.66% 101 +14,417 1.51% Q4 2025 Jan 28, 2026
FMR LLC History Reduced 943,817 24,756 0.0% 0.0% 102 -132,726 -12.33% Q4 2025 Feb 17, 2026
Strategic Financial Planning, Inc. History Reduced 939,186 24,634 14.02% 15.54% 103 -104,106 -9.98% Q4 2025 Feb 17, 2026
Intelligence Driven Advisers, LLC History Reduced 925,147 24,266 3.47% 3.63% 104 -92,008 -9.05% Q4 2025 Jan 23, 2026
ALLIANCEBERNSTEIN L.P. History Added to 916,985 24,052 0.01% 0.0% 105 +405,659 79.33% Q4 2025 Feb 17, 2026
Great Lakes Retirement, Inc. History Added to 913,151 23,951 2.49% 2.52% 106 +13,928 1.55% Q4 2025 Feb 12, 2026
Wynn Capital, LLC History Added to 902,913 23,683 11.5% 11.07% 107 +15,413 1.74% Q4 2025 Jan 13, 2026
Meridian Wealth Partners, LLC History Reduced 895,438 23,487 3.24% 3.18% 108 -2,281 -0.25% Q4 2025 Feb 13, 2026
Stonekeep Investments, LLC History Added to 884,166 23,192 14.83% 14.4% 109 +471 0.05% Q4 2025 Jan 07, 2026
Schaeffer Financial LLC History Added to 881,926 23,132 20.19% 20.47% 110 +3,618 0.41% Q4 2025 Jan 30, 2026
Global Wealth Management, LLC History Reduced 878,601 23,045 12.4% 12.88% 111 -75,406 -7.9% Q4 2025 Jan 26, 2026
IMA Advisory Services, Inc. History Added to 872,697 22,890 2.2% 2.15% 112 +41,745 5.02% Q4 2025 Feb 11, 2026
Breakwater Investment Management History Reduced 872,018 22,873 8.28% 8.41% 113 -15,182 -1.71% Q4 2025 Feb 02, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 856,512 22,466 7.5% 7.57% 114 +3,904 0.46% Q4 2025 Jan 22, 2026
Avior Wealth Management, LLC History Reduced 846,141 22,194 0.69% 0.7% 115 -2,129 -0.25% Q4 2025 Jan 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 826,795 21,686 0.13% 0.16% 116 -25,802 -3.03% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 825,641 21,659 0.03% 0.03% 117 +51,146 6.6% Q4 2025 Mar 09, 2026
ASSETMARK, INC History Added to 813,658 21,342 0.04% 0.04% 118 +8,546 1.06% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 808,847 21,216 0.03% 0.03% 119 -42,534 -5.0% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History Reduced 808,772 21,214 15.3% 14.88% 120 -49,171 -5.73% Q4 2025 Mar 12, 2026
Tanglewood Wealth Management, Inc. History Reduced 805,302 21,123 1.94% 2.2% 121 -116,110 -12.6% Q4 2025 Jan 29, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 804,988 21,114 2.08% 2.14% 122 -13,976 -1.71% Q4 2025 Feb 02, 2026
Davis Capital Management History Added to 800,037 20,984 14.44% 14.03% 123 +12,487 1.59% Q4 2025 Jan 28, 2026
Socha Financial Group, LLC History Reduced 799,561 20,972 10.23% 9.87% 124 -109,195 -12.02% Q4 2025 Jan 30, 2026
Tradition Wealth Management, LLC History Reduced 797,963 20,930 1.5% 1.54% 125 -11,964 -1.48% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 798,969 20,767 0.06% 0.06% 126 +4,237 0.53% Q4 2025 Feb 10, 2026
Rothschild Wealth LLC History New 777,682 20,398 1.96% — 127 +777,682 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 768,449 20,156 0.02% 0.02% 128 +12,533 1.66% Q4 2025 Feb 17, 2026
Coastal Bridge Advisors, LLC History Reduced 740,530 19,424 1.45% 1.46% 129 -7,477 -1.0% Q4 2025 Feb 18, 2026
Roble, Belko & Company, Inc History Reduced 736,840 19,327 2.53% 2.62% 130 -13,508 -1.8% Q4 2025 Jan 12, 2026
LIBRA WEALTH LLC History Reduced 735,499 19,292 5.4% 5.81% 131 -17,700 -2.35% Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 726,836 19,064 0.25% 0.36% 132 -318,721 -30.48% Q4 2025 Jan 22, 2026
MidWestOne Financial Group, Inc. History Added to 720,616 18,901 2.1% 1.89% 133 +115,901 19.17% Q4 2025 Feb 12, 2026
James J. Burns & Company, LLC History Added to 718,097 18,835 2.6% 2.75% 134 +1,609 0.22% Q4 2025 Jan 23, 2026
Madden Advisory Services, Inc. History Reduced 696,588 18,271 7.35% 7.3% 135 -36,294 -4.95% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 696,254 18,262 0.02% 0.02% 136 +2,052 0.3% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 662,755 17,384 0.19% 0.17% 137 +227,602 52.3% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History Added to 661,759 17,357 0.6% 0.6% 138 +11,574 1.78% Q4 2025 Jan 12, 2026
Compound Planning, Inc. History Added to 657,681 17,250 0.51% 0.53% 139 +19,540 3.06% Q4 2025 Feb 19, 2026
Zhang Financial LLC History Reduced 648,395 17,007 0.63% 0.68% 140 -2,411 -0.37% Q4 2025 Feb 10, 2026
Walker Financial Services, Inc. History Added to 621,182 16,293 5.9% 4.27% 141 +193,690 45.31% Q4 2025 Jan 28, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 615,113 16,134 6.88% 6.85% 142 -4,973 -0.8% Q4 2025 Jan 22, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 605,024 15,869 2.33% 2.4% 143 -9,039 -1.47% Q4 2025 Feb 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 602,416 15,801 1.59% 1.66% 144 -16,090 -2.6% Q4 2025 Jan 27, 2026
True North Advisors, LLC History New 595,340 15,615 2.02% — 145 +595,340 New Q4 2025 Jan 22, 2026
Empower Advisory Group, LLC History Added to 589,515 15,462 0.04% 0.03% 146 +111,614 23.36% Q4 2025 Feb 12, 2026
Bond & Devick Financial Network, Inc. History Added to 586,053 15,372 4.33% 4.45% 147 +10,116 1.76% Q4 2025 Jan 14, 2026
Ashford Advisors, LLC History Reduced 577,324 15,143 3.32% 3.4% 148 -19,660 -3.29% Q4 2025 Jan 23, 2026
&PARTNERS History Added to 573,300 15,050 0.08% 0.01% 149 +483,850 540.92% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 570,724 14,966 0.0% 0.0% 150 +31,273 5.8% Q4 2025 Feb 17, 2026
VALICENTI ADVISORY SERVICES INC History Added to 570,286 14,959 3.13% 3.06% 151 +14,730 2.65% Q4 2025 Jan 16, 2026
IFP Advisors, Inc History Added to 569,737 14,944 0.34% 0.34% 152 +67,758 13.5% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Added to 561,342 14,723 0.25% 0.07% 153 +350,756 166.56% Q4 2025 Feb 17, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 560,792 14,709 4.05% 4.3% 154 -24,526 -4.19% Q4 2025 Jan 23, 2026
Opes Wealth Management LLC History Added to 555,549 14,572 2.38% 2.45% 155 +4,414 0.8% Q4 2025 Feb 02, 2026
STIFEL FINANCIAL CORP History Reduced 552,053 14,480 0.01% 0.01% 156 -30,735 -5.27% Q4 2025 Feb 13, 2026
Milestone Investment Advisors LLC History Reduced 541,444 14,202 3.44% 3.6% 157 -22,878 -4.05% Q4 2025 Feb 11, 2026
Spinnaker Investment Group, LLC History Reduced 533,580 13,995 2.54% 2.64% 158 -12,575 -2.3% Q4 2025 Jan 12, 2026
Elgethun Capital Management History Reduced 531,780 13,948 2.41% 2.98% 159 -107,827 -16.86% Q4 2025 Feb 10, 2026
Passive Capital Management, LLC. History Added to 526,727 13,816 4.32% 4.4% 160 +2,125 0.41% Q4 2025 Feb 05, 2026
SigFig Wealth Management, LLC History Reduced 515,373 13,698 0.41% 0.42% 161 -13,251 -2.51% Q4 2025 Jan 16, 2026
TPG Advisors LLC History Reduced 519,321 13,621 8.48% 8.79% 162 -235 -0.05% Q4 2025 Jan 21, 2026
HORAN Wealth, LLC History Added to 519,198 13,618 2.09% 2.1% 163 +1,613 0.31% Q4 2025 Feb 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 513,185 13,460 0.56% 0.56% 164 +186 0.04% Q4 2025 Feb 09, 2026
Wedmont Private Capital History Added to 502,881 13,381 0.46% 0.48% 165 +5,544 1.11% Q4 2025 Jan 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 504,530 13,233 0.01% 0.01% 166 -4,458 -0.88% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Reduced 500,567 13,129 0.1% 0.13% 167 -501,705 -50.06% Q4 2025 Feb 13, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 498,333 13,071 9.14% 8.42% 168 -90,635 -15.39% Q4 2025 Jan 20, 2026
Davidson Kahn Capital Management, LLC History Added to 496,485 13,022 6.77% 6.58% 169 +37,340 8.13% Q4 2025 Jan 28, 2026
NewEdge Advisors, LLC History Added to 491,689 12,896 0.05% 0.06% 170 +8,953 1.85% Q4 2025 Feb 18, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 489,962 12,851 0.11% 0.1% 171 +31,104 6.78% Q4 2025 Feb 13, 2026
Weinberger Asset Management, Inc History Reduced 481,787 12,637 4.55% 4.82% 172 -36,432 -7.03% Q4 2025 Feb 09, 2026
TruWealth Advisors, LLC History Added to 478,351 12,547 0.61% 0.61% 173 +6,326 1.34% Q4 2025 Jan 07, 2026
MOTIVE WEALTH ADVISORS History Reduced 475,614 12,475 5.31% 5.32% 174 -4,134 -0.86% Q4 2025 Jan 15, 2026
Sequoia Financial Advisors, LLC History Reduced 469,139 12,305 0.07% 0.08% 175 -28,446 -5.72% Q4 2025 Feb 03, 2026
Peak Financial Management, Inc. History Added to 467,399 12,259 3.16% 3.12% 176 +9,032 1.97% Q4 2025 Jan 23, 2026
Meridian Wealth Management, LLC History Reduced 467,241 12,255 0.43% 0.48% 177 -18,345 -3.78% Q4 2025 Feb 04, 2026
D.B. Root & Company, LLC History Reduced 461,068 12,093 2.95% 3.05% 178 -5,945 -1.27% Q4 2025 Feb 03, 2026
VSM Wealth Advisory, LLC History Reduced 450,618 11,819 3.55% 3.67% 179 -7,957 -1.74% Q4 2025 Feb 06, 2026
Waldron Private Wealth LLC History No change 450,000 11,803 0.47% 0.47% 180 0 0.0% Q4 2025 Jan 14, 2026
Beacon Wealthcare LLC History Reduced 447,737 11,744 4.03% 4.08% 181 -4,367 -0.97% Q4 2025 Jan 06, 2026
Liberty Capital Management, Inc. History Added to 445,949 11,697 2.18% 2.06% 182 +19,898 4.67% Q4 2025 Jan 26, 2026
Brooklyn FI, LLC History Added to 443,982 11,645 2.49% 2.55% 183 +2,153 0.49% Q4 2025 Jan 21, 2026
Everhart Financial Group, Inc. History Reduced 425,763 11,167 1.03% 1.16% 184 -25,994 -5.75% Q4 2025 Jan 07, 2026
Vestwell Advisors, LLC History Reduced 417,180 10,942 1.62% 4.0% 185 -18,911 -4.34% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 414,355 10,868 0.0% 0.0% 186 +52,323 14.45% Q4 2025 Feb 17, 2026
Five Oceans Advisors History Reduced 409,952 10,753 3.8% 3.88% 187 -354 -0.09% Q4 2025 Jan 16, 2026
Kestra Advisory Services, LLC History Added to 408,876 10,724 0.04% 0.04% 188 +55,588 15.73% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Reduced 408,391 10,712 2.35% 2.39% 189 -8,836 -2.12% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 408,391 10,712 1.69% 1.72% 190 -8,836 -2.12% Q4 2025 Jan 21, 2026
Prime Capital Investment Advisors, LLC History Reduced 406,173 10,653 0.13% 0.13% 191 -6,490 -1.57% Q4 2025 Jan 21, 2026
Apriem Advisors History Reduced 405,078 10,625 0.98% 1.0% 192 -7,559 -1.83% Q4 2025 Feb 13, 2026
Destination Wealth Management History Added to 402,252 10,551 0.28% 0.18% 193 +151,217 60.24% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 400,609 10,508 0.2% 0.21% 194 -3,656 -0.9% Q4 2025 Feb 12, 2026
Downshift Financial, LLC History New 399,432 10,413 6.42% — 195 +399,432 New Q4 2025 Mar 11, 2026
SRH ADVISORS, LLC History Added to 395,503 10,374 2.99% 2.91% 196 +7,622 1.97% Q4 2025 Jan 21, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 395,079 10,362 0.0% 0.0% 197 -17,266 -4.19% Q4 2025 Feb 13, 2026
Wrenne Financial Planning LLC History Added to 387,626 10,167 4.14% 4.13% 198 +11,986 3.19% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 387,321 10,159 0.08% 0.08% 199 -22,774 -5.55% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 375,635 9,852 0.11% 0.11% 200 -120 -0.03% Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 373,641 9,800 1.87% 1.82% 201 -10,848 -2.82% Q4 2025 Feb 09, 2026
Madison Wealth Partners, Inc History Reduced 369,116 9,681 1.77% 2.69% 202 -161,008 -30.37% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 365,740 9,593 0.0% 0.01% 203 -502,394 -57.87% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Reduced 360,345 9,451 0.14% 0.14% 204 -5,562 -1.52% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 360,108 9,445 0.04% 0.04% 205 +14,809 4.29% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 359,414 9,427 0.0% 0.0% 206 -574,096 -61.5% Q4 2025 Feb 12, 2026
FAGAN ASSOCIATES, INC. History Reduced 356,585 9,353 1.25% 1.27% 207 -939 -0.26% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Reduced 352,073 9,234 0.02% 0.02% 208 -5,355 -1.5% Q4 2025 Mar 16, 2026
Rockbridge Investment Management, LCC History Reduced 346,819 9,097 0.85% 0.9% 209 -7,625 -2.15% Q4 2025 Feb 04, 2026
Brookstone Capital Management History Reduced 343,307 9,004 0.1% 0.11% 210 -4,464 -1.28% Q4 2025 Jan 15, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 337,829 8,861 2.37% 2.36% 211 +6,452 1.95% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 337,418 8,850 0.04% 0.04% 212 +15,654 4.87% Q4 2025 Feb 17, 2026
Disciplined Investors, L.L.C. History Reduced 334,650 8,777 5.76% 6.13% 213 -91 -0.03% Q4 2025 Feb 10, 2026
Prosperitas Financial LLC History Added to 334,170 8,765 3.41% 3.46% 214 +9,812 3.03% Q4 2025 Feb 04, 2026
Joseph P. Lucia & Associates, LLC History Added to 328,243 8,609 3.1% 3.16% 215 +2,825 0.87% Q4 2025 Jan 28, 2026
MITCHELL SINKLER & STARR/PA History No change 327,595 8,592 3.88% 3.79% 216 0 0.0% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History Added to 326,752 8,570 0.16% 0.02% 217 +279,331 589.04% Q4 2025 Jan 23, 2026
Orcam Financial Group History Added to 326,475 8,563 6.42% 6.77% 218 +104 0.03% Q4 2025 Feb 06, 2026
Brightwater Advisory LLC History Reduced 326,449 8,562 5.79% 5.78% 219 -737 -0.23% Q4 2025 Feb 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 326,360 8,560 2.49% 2.46% 220 -474 -0.15% Q4 2025 Feb 12, 2026
NBZ Investment Advisors LLC History Reduced 312,531 8,197 3.57% 4.2% 221 -708 -0.23% Q4 2025 Feb 03, 2026
Creekside Partners History Added to 310,314 8,139 3.44% 3.45% 222 +5,615 1.84% Q4 2025 Feb 13, 2026
Embree Financial Group History Reduced 306,562 8,041 0.99% 1.11% 223 -15,447 -4.8% Q4 2025 Jan 14, 2026
BRIGHTON JONES LLC History Added to 304,302 7,981 0.29% 0.18% 224 +7,050 2.37% Q4 2025 Jan 27, 2026
Curbstone Financial Management Corp History Reduced 303,352 7,956 1.52% 1.52% 225 -4,832 -1.57% Q4 2025 Jan 23, 2026
PINKERTON WEALTH, LLC History Reduced 300,635 7,885 0.81% 0.86% 226 -9,264 -2.99% Q4 2025 Feb 06, 2026
CVA Family Office, LLC History Reduced 300,632 7,885 0.91% 1.01% 227 -3,240 -1.07% Q4 2025 Jan 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 299,396 7,853 0.0% 0.0% 228 +115,196 62.54% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 299,267 7,849 0.44% 0.45% 229 +615 0.21% Q4 2025 Jan 14, 2026
Sharkey, Howes & Javer History Reduced 298,274 7,823 0.99% 1.04% 230 -15,938 -5.07% Q4 2025 Jan 13, 2026
JMG Financial Group, Ltd. History Reduced 296,375 7,773 0.22% 0.24% 231 -27,910 -8.61% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 294,341 7,720 0.03% 0.03% 232 -2,966 -1.0% Q4 2025 Feb 06, 2026
Equita Financial Network, Inc. History Added to 293,624 7,701 2.32% 2.33% 233 +25,226 9.4% Q4 2025 Jan 29, 2026
RHS Financial, LLC History Reduced 291,481 7,645 3.73% 4.19% 234 -22,977 -7.31% Q4 2025 Jan 16, 2026
Red Door Wealth Management, LLC History Reduced 287,087 7,530 0.78% 0.78% 235 -336 -0.12% Q4 2025 Jan 20, 2026
Valmark Advisers, Inc. History Reduced 285,082 7,477 0.09% 0.1% 236 -3,973 -1.37% Q4 2025 Jan 26, 2026
RCW Management, LLC History New 284,548 7,463 7.54% — 237 +284,548 New Q4 2025 Jan 30, 2026
Mutual Advisors, LLC History Added to 283,828 7,444 0.16% 0.16% 238 +2,959 1.05% Q4 2025 Feb 02, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 277,219 7,271 0.8% 0.81% 239 -1,631 -0.58% Q4 2025 Jan 20, 2026
BlackRock, Inc. History Added to 272,842 7,156 0.0% 0.0% 240 +194,012 246.11% Q4 2025 Feb 12, 2026
BCS Wealth Management History Added to 269,882 7,079 0.71% 0.82% 241 +128,741 91.21% Q4 2025 Jan 26, 2026
CARDIFF PARK ADVISORS, LLC History Added to 267,490 7,016 0.58% 0.52% 242 +3,561 1.35% Q4 2025 Feb 17, 2026
BALLAST ADVISORS LLC History Reduced 265,637 6,967 1.92% 1.89% 243 -716 -0.27% Q4 2025 Feb 03, 2026
Wilson & Boucher Capital Management, LLC History Added to 261,304 6,854 4.5% 4.39% 244 +1,400 0.54% Q4 2025 Feb 05, 2026
MAIRS & POWER INC History No change 261,246 6,852 0.07% 0.06% 245 0 0.0% Q4 2025 Feb 17, 2026
Ellevest, Inc. History Added to 259,636 6,810 0.94% 0.93% 246 +7,181 2.84% Q4 2025 Feb 10, 2026
Graver Capital Management, LLC History Added to 253,409 6,646 5.25% 5.37% 247 +5,526 2.23% Q4 2025 Feb 13, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 251,998 6,609 3.07% 3.2% 249 -4,274 -1.67% Q4 2025 Jan 15, 2026
Parallel Advisors, LLC History Added to 251,988 6,609 0.12% 0.12% 248 +2,636 1.06% Q4 2025 Feb 11, 2026
ProVise Management Group, LLC History Added to 248,059 6,506 0.46% 0.45% 250 +9,896 4.16% Q4 2025 Jan 29, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 246,129 6,451 1.45% 1.63% 251 -917 -0.37% Q4 2025 Feb 04, 2026
Seaside Wealth Management, Inc. History Reduced 245,849 6,448 1.84% 1.93% 252 -6,551 -2.6% Q4 2025 Feb 17, 2026
SHERMAN PORFOLIOS, LLC History New 244,264 6,407 0.44% — 253 +244,264 New Q4 2025 Feb 17, 2026
Joule Financial, LLC History Added to 241,297 6,329 1.9% 1.45% 254 +53,540 28.52% Q4 2025 Jan 20, 2026
Chevy Chase Trust Holdings, LLC History Reduced 241,223 6,327 0.02% 0.02% 255 -2,674 -1.1% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 241,099 6,324 0.04% 0.04% 256 +5,793 2.46% Q4 2025 Feb 17, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 240,675 6,312 1.49% 1.52% 257 +5 0.0% Q4 2025 Feb 02, 2026
Asset Allocation & Management Company, LLC History Added to 240,256 6,302 2.51% 2.5% 258 +9,632 4.18% Q4 2025 Jan 12, 2026
Clark Asset Management, LLC History Added to 239,110 6,271 0.65% 0.16% 259 +185,853 348.97% Q4 2025 Jan 27, 2026
Firestone Capital Management History Reduced 238,515 6,256 1.33% 1.41% 260 -15,835 -6.23% Q4 2025 Feb 09, 2026
Financial Engines Advisors L.L.C. History Reduced 233,558 6,126 0.01% 0.01% 261 -504 -0.22% Q4 2025 Feb 12, 2026
KCM INVESTMENT ADVISORS LLC History Added to 232,990 6,111 0.2% 0.19% 262 +40 0.02% Q4 2025 Feb 13, 2026
Asset Advisory Group, Inc. History New 231,540 6,073 3.03% — 263 +231,540 New Q4 2025 Feb 12, 2026
Vivaldi Capital Management LP History Reduced 229,880 6,029 0.82% 0.84% 264 -672 -0.29% Q4 2025 Feb 13, 2026
Hartmann Taylor Wealth Management, LLC History No change 228,179 5,985 4.04% 4.21% 265 0 0.0% Q4 2025 Jan 15, 2026
Successful Portfolios LLC History Added to 222,874 5,970 3.04% 3.18% 266 +10,932 5.16% Q4 2025 Jan 23, 2026
Savvy Advisors, Inc. History Reduced 227,410 5,964 0.19% 0.28% 267 -6,281 -2.69% Q4 2025 Jan 20, 2026
OneAscent Financial Services LLC History New 226,925 5,952 0.55% — 268 +226,925 New Q4 2025 Feb 11, 2026
One Charles Private Wealth Services, LLC History Reduced 225,062 5,903 1.53% 1.56% 269 -5,881 -2.55% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History Reduced 223,610 5,865 0.64% 0.66% 270 -4,767 -2.09% Q4 2025 Jan 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 223,489 5,862 0.1% 0.12% 271 -1,627 -0.72% Q4 2025 Jan 16, 2026
Main Street Financial Solutions, LLC History Reduced 217,479 5,704 0.43% 0.55% 272 -113,288 -34.25% Q4 2025 Feb 17, 2026
Diversified Portfolios, Inc. History Reduced 214,697 5,631 0.47% 0.49% 273 -760 -0.35% Q4 2025 Feb 09, 2026
Bawa N Mallick Trust History No change 212,190 5,565 2.07% 2.06% 274 0 0.0% Q4 2025 Mar 12, 2026
Stratos Investment Management, LLC History Reduced 208,250 5,462 0.22% 0.22% 275 -3,743 -1.77% Q4 2025 Jan 20, 2026
Cordant, Inc. History Reduced 207,187 5,434 2.28% 2.43% 276 -2,511 -1.2% Q4 2025 Jan 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 205,511 5,390 0.01% 0.02% 277 -106,379 -34.11% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History Reduced 201,657 5,366 0.54% 0.66% 278 -40,613 -16.76% Q4 2025 Jan 12, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 204,150 5,354 0.58% 0.52% 279 +18,567 10.0% Q4 2025 Jan 29, 2026
Blueprint Investment Partners LLC History Reduced 201,760 5,292 0.57% 0.74% 280 -3,291 -1.6% Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 199,576 5,234 0.23% 0.21% 281 +3,704 1.89% Q4 2025 Feb 17, 2026
NYL Investors LLC History Reduced 199,564 5,234 1.78% 1.69% 282 -502 -0.25% Q4 2025 Feb 11, 2026
Seed Wealth Management, Inc. History Reduced 199,343 5,228 3.61% 3.69% 283 -8,720 -4.19% Q4 2025 Jan 21, 2026
ELCO Management Co., LLC History Added to 198,875 5,216 3.29% 2.26% 284 +30,369 18.02% Q4 2025 Feb 04, 2026
Aspiring Ventures, LLC History Added to 198,475 5,205 1.77% 1.62% 285 +13,666 7.39% Q4 2025 Jan 27, 2026
IEQ CAPITAL, LLC History Added to 197,006 5,167 0.02% 0.02% 286 +3,074 1.59% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 195,006 5,115 0.06% 0.05% 287 +24,133 14.12% Q4 2025 Feb 11, 2026
Chesapeake Wealth Management History Reduced 194,182 5,093 1.52% 1.53% 288 -1,166 -0.6% Q4 2025 Feb 03, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 193,250 5,068 1.15% 1.19% 289 -606 -0.31% Q4 2025 Jan 23, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 192,702 5,054 0.16% 0.14% 290 +24,114 14.3% Q4 2025 Jan 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 192,589 5,051 0.01% 13.64% 291 +78,310 68.53% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Reduced 192,604 5,051 0.08% 0.08% 292 -11 -0.01% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Added to 192,190 5,041 0.1% 0.1% 293 +13,167 7.35% Q4 2025 Jan 14, 2026
Farnam Financial LLC History Reduced 191,830 5,031 3.79% 3.89% 294 -2,878 -1.48% Q4 2025 Jan 26, 2026
Alpha Omega Wealth Management LLC History Reduced 191,386 5,020 0.83% 0.84% 295 -4,382 -2.24% Q4 2025 Jan 22, 2026
Venture Visionary Partners LLC History Reduced 191,269 5,017 0.16% 0.17% 296 -5,780 -2.93% Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Reduced 191,125 5,013 0.75% 0.8% 297 -7,210 -3.64% Q4 2025 Jan 08, 2026
Independent Advisor Alliance History Added to 190,382 4,993 0.12% 0.04% 299 +137,914 262.85% Q4 2025 Feb 04, 2026
WBI INVESTMENTS, LLC History Reduced 190,378 4,993 1.3% 1.27% 298 -3,287 -1.7% Q4 2025 Feb 13, 2026
Compass Ion Advisors, LLC History Added to 189,661 4,974 0.47% 0.47% 300 +243 0.13% Q4 2025 Jan 29, 2026
Avant Capital LLC History Reduced 189,560 4,972 3.41% 3.46% 301 -1,848 -0.97% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 186,512 4,892 0.01% 0.0% 302 +24,026 14.79% Q4 2025 Jan 30, 2026
MBA Advisors LLC History Added to 186,252 4,885 1.97% 2.01% 303 +2,835 1.55% Q4 2025 Jan 21, 2026
Midwestern Financial, LLC /IA History Reduced 185,988 4,878 4.04% 4.6% 305 -22,468 -10.78% Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 185,971 4,878 0.09% 0.09% 304 -1,779 -0.95% Q4 2025 Jan 23, 2026
Blueprint Financial Advisors LLC History Reduced 184,970 4,851 0.74% 1.06% 306 -5,280 -2.78% Q4 2025 Feb 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 184,836 4,848 1.05% 1.0% 307 +8,199 4.64% Q4 2025 Jan 26, 2026
Granite Investment Partners, LLC History Reduced 184,793 4,847 0.29% 0.27% 308 -125 -0.07% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 183,570 4,815 0.14% 1.59% 309 -3,866,498 -95.47% Q4 2025 Feb 13, 2026
Clear Point Advisors Inc. History Reduced 179,287 4,702 3.65% 3.65% 310 -3,442 -1.88% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History Reduced 179,229 4,701 0.36% 0.38% 311 -4,860 -2.64% Q4 2025 Feb 13, 2026
Leo Wealth, LLC History Added to 178,996 4,695 0.34% 0.03% 312 +169,161 1719.99% Q4 2025 Jan 21, 2026
Cambridge Financial Group, LLC History Reduced 190,350 4,632 1.61% 1.58% 313 -43 -0.02% Q4 2025 Jan 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 175,459 4,602 0.08% 0.1% 314 -15,314 -8.03% Q4 2025 Feb 19, 2026
Amicus Financial Advisors, LLC History New 175,402 4,600 1.28% — 315 +175,402 New Q4 2025 Mar 02, 2026
Pullen Investment Management, LLC History Reduced 175,243 4,596 2.42% 2.81% 316 -26,279 -13.04% Q4 2025 Jan 20, 2026
Pacific Park Financial, Inc. History New 173,228 4,543 2.84% — 317 +173,228 New Q4 2025 Jan 30, 2026
Brio Consultants, LLC History Added to 170,756 4,478 0.58% 0.53% 318 +21,575 14.46% Q4 2025 Feb 04, 2026
Long Island Wealth Management, Inc. History Added to 170,407 4,469 2.11% 2.13% 319 +79 0.05% Q4 2025 Jan 21, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 167,361 4,389 0.16% 0.16% 320 +87 0.05% Q4 2025 Feb 13, 2026
Opus Capital Group, LLC History Added to 164,781 4,322 0.47% 0.48% 321 +10 0.01% Q4 2025 Jan 30, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 163,948 4,300 0.21% 0.22% 322 -8,300 -4.82% Q4 2025 Feb 02, 2026
CRA Financial Services, LLC History Added to 163,378 4,285 0.56% 0.56% 323 +5,120 3.24% Q4 2025 Jan 16, 2026
Orion Porfolio Solutions, LLC History Added to 162,046 4,250 0.03% 0.03% 324 +12,838 8.6% Q4 2025 Feb 12, 2026
Mill Creek Capital Advisors, LLC History Added to 161,959 4,248 0.09% 0.09% 325 +145 0.09% Q4 2025 Feb 13, 2026
Aspire Capital Advisors LLC History Added to 161,216 4,228 0.99% 1.02% 326 +879 0.55% Q4 2025 Jan 16, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 160,735 4,216 0.32% 0.32% 327 -166 -0.1% Q4 2025 Feb 04, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 159,117 4,173 0.53% 0.53% 328 -2,865 -1.77% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 158,664 4,161 0.06% 0.06% 329 +1,204 0.76% Q4 2025 Jan 20, 2026
Avalon Advisory Group History Reduced 157,809 4,139 1.69% 1.65% 330 -106 -0.07% Q4 2025 Jan 29, 2026
Rosenberg Matthew Hamilton History Reduced 155,413 4,076 0.84% 0.87% 331 -1,135 -0.73% Q4 2025 Jan 05, 2026
Belpointe Asset Management LLC History Added to 154,919 4,063 0.15% 0.14% 332 +16,055 11.56% Q4 2025 Jan 27, 2026
Milestones Private Investment Advisors LLC History Reduced 154,186 4,044 2.78% 2.75% 333 -2,402 -1.53% Q4 2025 Jan 26, 2026
Silver Oak Advisory Group, Inc. History Reduced 153,034 4,014 1.81% 1.85% 334 -5,670 -3.57% Q4 2025 Feb 03, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 153,008 4,013 2.73% 2.67% 335 +3,000 2.0% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Reduced 152,060 3,988 0.03% 0.04% 336 -9,619 -5.95% Q4 2025 Jan 26, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 151,153 3,964 2.33% 3.89% 337 -113,701 -42.93% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 151,000 3,960 0.07% 0.01% 338 +132,367 710.39% Q4 2025 Jan 13, 2026
WealthCollab, LLC History Reduced 150,901 3,958 1.62% 1.8% 339 -1,316 -0.86% Q4 2025 Jan 27, 2026
EP Wealth Advisors, LLC History New 150,381 3,944 0.02% — 340 +150,381 New Q4 2025 Feb 18, 2026
Tortoise Investment Management, LLC History Reduced 149,926 3,932 0.35% 0.35% 341 -4,630 -3.0% Q4 2025 Feb 06, 2026
ATLAS CAPITAL ADVISORS INC. History New 146,333 3,838 0.43% — 342 +146,333 New Q4 2025 Feb 13, 2026
Independent Solutions Wealth Management, LLC History Reduced 145,003 3,803 0.7% 0.68% 343 -3,444 -2.32% Q4 2025 Feb 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 143,700 3,769 0.01% 0.0% 344 +133,800 1351.52% Q4 2025 Feb 12, 2026
Thrive Wealth Management, LLC History Added to 143,272 3,758 0.55% 0.49% 345 +15,977 12.55% Q4 2025 Jan 12, 2026
L. Roy Papp & Associates, LLP History Reduced 142,359 3,734 0.41% 0.42% 346 -2,265 -1.57% Q4 2025 Jan 28, 2026
Game Plan Financial Advisors, LLC History Reduced 141,395 3,708 1.49% 1.52% 347 -1,311 -0.92% Q4 2025 Jan 14, 2026
Pathstone Holdings, LLC History New 140,181 3,676 0.01% — 349 +140,181 New Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 140,158 3,676 0.19% 0.2% 348 -7,890 -5.33% Q4 2025 Feb 03, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 139,702 3,664 1.44% 1.46% 350 -2,520 -1.77% Q4 2025 Jan 30, 2026
Daybright Advisory Services, Inc. History New 139,572 3,660 0.98% — 351 +139,572 New Q4 2025 Feb 12, 2026
Koshinski Asset Management, Inc. History Reduced 138,159 3,623 0.23% 0.25% 352 -6,631 -4.58% Q4 2025 Feb 03, 2026
Cypress Point Wealth Management, LLC History Reduced 137,572 3,608 0.79% 0.78% 354 -12,952 -8.6% Q4 2025 Feb 02, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 137,579 3,608 0.18% 0.19% 353 -5,511 -3.85% Q4 2025 Feb 11, 2026
Archer Investment Management, LLC History Reduced 136,408 3,577 1.92% 2.2% 355 -3,166 -2.27% Q4 2025 Jan 12, 2026
Cambridge Advisors Inc. History Reduced 136,293 3,574 0.68% 0.69% 356 -400 -0.29% Q4 2025 Jan 21, 2026
SMITH, MOORE & CO. History Added to 136,116 3,570 0.27% 0.25% 357 +8,796 6.91% Q4 2025 Jan 23, 2026
RVW Wealth, LLC History Added to 135,862 3,563 0.27% 0.27% 358 +576 0.43% Q4 2025 Jan 12, 2026
PFG Advisors History Reduced 135,556 3,555 0.17% 0.16% 360 -15,761 -10.42% Q4 2025 Jan 27, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 135,559 3,555 0.34% 0.33% 359 +4,622 3.53% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 135,299 3,548 0.1% 0.1% 361 -113 -0.08% Q4 2025 Jan 12, 2026
Krilogy Financial LLC History Added to 131,540 3,518 0.12% 0.13% 362 +1,224 0.94% Q4 2025 Jan 27, 2026
Global Retirement Partners, LLC History Reduced 133,214 3,494 0.06% 0.08% 363 -11,012 -7.64% Q4 2025 Feb 06, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 131,936 3,460 0.26% 0.33% 364 -37,813 -22.28% Q4 2025 Feb 05, 2026
CHOREO, LLC History Added to 130,796 3,458 0.04% 0.04% 365 +2,132 1.66% Q4 2025 Jan 23, 2026
Chesley Taft & Associates LLC History Added to 130,321 3,418 0.13% 0.08% 366 +60,715 87.23% Q4 2025 Jan 14, 2026
CX Institutional History Added to 128,144 3,361 0.1% 0.07% 367 +33,457 35.33% Q4 2025 Feb 02, 2026
Selby Wealth Management, LLC History New 127,871 3,354 1.35% — 368 +127,871 New Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 127,406 3,341 1.58% 1.58% 369 -7 -0.01% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Added to 127,348 3,340 0.11% 0.11% 370 +7,940 6.65% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 126,339 3,313 0.0% 0.0% 371 +17,974 16.59% Q4 2025 Feb 06, 2026
Intrua Financial, LLC History Reduced 125,542 3,292 0.35% 0.36% 372 -2,857 -2.23% Q4 2025 Feb 05, 2026
Asset Dedication, LLC History Reduced 125,424 3,289 0.22% 0.22% 373 -3,481 -2.7% Q4 2025 Jan 26, 2026
Planned Solutions, Inc. History Added to 124,578 3,267 1.05% 1.06% 374 +5,040 4.22% Q4 2025 Jan 28, 2026
Cross Staff Investments Inc History Added to 123,536 3,240 1.78% 2.0% 375 +12,021 10.78% Q4 2025 Feb 27, 2026
Sachetta, LLC History Reduced 122,155 3,204 1.75% 1.25% 376 -8,053 -6.18% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Added to 121,300 3,181 0.0% 0.0% 377 +13,353 12.37% Q4 2025 Feb 12, 2026
WEST PACES ADVISORS INC. History Reduced 121,263 3,180 0.62% 0.63% 378 -1,765 -1.43% Q4 2025 Jan 21, 2026
Rialto Wealth Management, LLC History Added to 120,750 3,167 0.76% 0.79% 379 +936 0.78% Q4 2025 Jan 12, 2026
Topsail Wealth Management, LLC History Added to 120,749 3,167 0.46% 0.52% 380 +186 0.15% Q4 2025 Feb 04, 2026
Triangle Securities Wealth Management History Added to 120,576 3,162 0.67% 0.68% 381 +3,402 2.9% Q4 2025 Jan 13, 2026
Whitegate Investment Counselors, Inc. History Added to 120,424 3,158 0.99% 0.89% 382 +15,317 14.57% Q4 2025 Feb 10, 2026
RTD Financial Advisors, Inc. History Reduced 119,715 3,140 0.38% 0.39% 383 -6,115 -4.86% Q4 2025 Jan 27, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 117,819 3,090 1.09% 1.09% 384 +7 0.01% Q4 2025 Jan 09, 2026
Financial Designs Corp History Reduced 117,106 3,071 1.74% 1.87% 386 -5,970 -4.85% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 117,091 3,071 0.02% 0.02% 385 +4,788 4.26% Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History Added to 116,770 3,062 0.11% 0.09% 387 +16,727 16.72% Q4 2025 Feb 17, 2026
Cherry Tree Wealth Management, LLC History Added to 116,680 3,060 0.65% 0.66% 388 +434 0.37% Q4 2025 Feb 10, 2026
Skyline Advisors, Inc. History Added to 116,118 3,045 1.02% 1.03% 389 +58 0.05% Q4 2025 Jan 12, 2026
Wilkins Miller Wealth Management, LLC History Reduced 115,920 3,040 1.81% 2.01% 391 -10,297 -8.16% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History Reduced 115,935 3,040 1.01% 1.07% 390 -7,021 -5.71% Q4 2025 Jan 23, 2026
Robertson Stephens Wealth Management, LLC History Added to 115,080 3,018 0.08% 0.09% 392 +5,053 4.59% Q4 2025 Feb 02, 2026
Mayfair Advisory Group, LLC History Reduced 114,633 3,016 1.17% 1.27% 393 -345 -0.3% Q4 2025 Jan 21, 2026
American Investment Services, Inc. History New 114,611 3,006 0.7% — 394 +114,611 New Q4 2025 Feb 13, 2026
LINCOLN CAPITAL CORP History Added to 112,648 2,954 1.05% 1.03% 395 +795 0.71% Q4 2025 Jan 23, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 112,519 2,951 0.06% 0.06% 396 -3,898 -3.35% Q4 2025 Feb 05, 2026
Janney Montgomery Scott LLC History Reduced 112,475 2,950 0.01% 0.01% 397 -2,632 -2.29% Q4 2025 Feb 11, 2026
Wealth Group Ltd History Reduced 111,054 2,912 0.65% 0.72% 398 -9,745 -8.07% Q4 2025 Jan 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 111,002 2,911 0.01% 0.01% 399 -603 -0.54% Q4 2025 Feb 11, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 110,840 2,907 2.02% 2.16% 400 -697 -0.62% Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History Reduced 110,723 2,904 0.4% 0.44% 401 -9,487 -7.89% Q4 2025 Jan 22, 2026
PENNEY FINANCIAL, LLC History Added to 110,748 2,904 1.12% 1.27% 402 +500 0.45% Q4 2025 Jan 21, 2026
Ausdal Financial Partners, Inc. History Added to 109,825 2,880 0.13% 0.13% 403 +1,834 1.7% Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Reduced 109,644 2,875 0.19% 0.22% 404 -14,659 -11.79% Q4 2025 Feb 18, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 109,568 2,873 0.1% 0.1% 405 -1,976 -1.77% Q4 2025 Jan 23, 2026
NewEdge Wealth, LLC History Added to 109,249 2,865 0.03% 0.03% 406 +26,598 32.18% Q4 2025 Feb 03, 2026
Kastel Capital Advisors, LLC History New 109,220 2,864 1.76% — 407 +109,220 New Q4 2025 Feb 18, 2026
Laird Norton Wetherby Trust Company, LLC History New 108,848 2,855 0.06% — 408 +108,848 New Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 108,309 2,840 0.16% 0.16% 409 +8,082 8.06% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 107,465 2,818 0.03% 0.05% 410 -97,602 -47.6% Q4 2025 Feb 13, 2026
Gleason Group, Inc. History Added to 107,191 2,811 0.28% 0.28% 411 +232 0.22% Q4 2025 Jan 15, 2026
Elm Partners Management LLC History Added to 106,827 2,802 0.13% 0.12% 412 +12,415 13.15% Q4 2025 Feb 10, 2026
YHB Investment Advisors, Inc. History Added to 105,525 2,767 0.19% 0.2% 413 +507 0.48% Q4 2025 Jan 16, 2026
Elser Financial Planning, Inc History No change 105,347 2,763 2.0% 3.28% 414 0 0.0% Q4 2025 Jan 15, 2026
SJBENEN ADVISORY, LLC History New 105,143 2,757 2.57% — 415 +105,143 New Q4 2025 Jan 14, 2026
RWA WEALTH PARTNERS, LLC History Added to 104,766 2,748 0.03% 0.03% 416 +195 0.19% Q4 2025 Feb 12, 2026
Ironwood Wealth Management, LLC. History Reduced 103,931 2,726 0.8% 0.91% 417 -1,339 -1.27% Q4 2025 Feb 02, 2026
Boltwood Capital Management History Reduced 103,306 2,709 0.7% 0.72% 418 -2,444 -2.31% Q4 2025 Jan 02, 2026
waypoint wealth counsel History Added to 103,308 2,709 0.99% 1.04% 419 +821 0.8% Q4 2025 Jan 28, 2026
Foster Group, Inc. History Added to 102,870 2,698 0.08% 0.08% 420 +1,337 1.32% Q4 2025 Jan 12, 2026
Red Tortoise LLC History Added to 102,173 2,680 1.14% 1.14% 421 +184 0.18% Q4 2025 Jan 22, 2026
Values Added Financial LLC History Reduced 101,394 2,659 1.12% 1.16% 422 -407 -0.4% Q4 2025 Jan 16, 2026
OPTIMA CAPITAL LLC History Added to 101,151 2,653 1.15% 1.24% 423 +1,808 1.82% Q4 2025 Jan 23, 2026
Noble Family Wealth, LLC History Reduced 101,128 2,652 0.56% 0.58% 424 -600 -0.59% Q4 2025 Jan 07, 2026
Jackson Hole Capital Partners, LLC History Reduced 99,449 2,608 0.45% 0.45% 425 -3,982 -3.85% Q4 2025 Jan 30, 2026
Wealthspire Retirement, LLC History Reduced 99,354 2,606 0.16% 0.16% 426 -475 -0.48% Q4 2025 Feb 18, 2026
Segment Wealth Management, LLC History Reduced 98,804 2,591 0.15% 0.15% 427 -1,120 -1.12% Q4 2025 Jan 29, 2026
Mason & Associates, LLC History Reduced 97,031 2,545 0.58% 0.62% 428 -6,131 -5.94% Q4 2025 Jan 21, 2026
Csenge Advisory Group History Reduced 97,000 2,544 0.12% 0.12% 429 -144 -0.15% Q4 2025 Feb 06, 2026
BOK Financial Private Wealth, Inc. History No change 96,572 2,533 0.16% 0.16% 430 0 0.0% Q4 2025 Feb 06, 2026
MATHER GROUP, LLC. History Reduced 96,352 2,527 0.03% 0.03% 431 -1,176 -1.21% Q4 2025 Jan 13, 2026
Great Waters Wealth Management History Reduced 95,714 2,510 0.28% 0.3% 432 -1,459 -1.5% Q4 2025 Jan 15, 2026
Dorato Capital Management History New 93,710 2,500 1.88% — 433 +93,710 New Q4 2025 Jan 16, 2026
Asset Management Group, Inc. History Reduced 95,203 2,497 0.4% 0.4% 434 -223 -0.23% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History Reduced 95,176 2,496 0.48% 0.47% 435 -171 -0.18% Q4 2025 Feb 11, 2026
Essex LLC History Reduced 94,494 2,478 0.44% 0.45% 436 -1,268 -1.32% Q4 2025 Jan 20, 2026
Advisory Alpha, LLC History Added to 93,827 2,461 0.07% 0.06% 437 +5,580 6.32% Q4 2025 Feb 06, 2026
Indivisible Partners History New 93,765 2,459 0.27% — 438 +93,765 New Q4 2025 Feb 03, 2026
Axos Invest Inc. History Reduced 93,359 2,448 1.8% 2.46% 439 -34,217 -26.82% Q4 2025 Jan 23, 2026
Midwest Capital Advisors, LLC History Added to 92,114 2,416 1.16% 1.04% 440 +8,084 9.62% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Added to 92,030 2,414 0.0% 0.0% 441 +15,760 20.66% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 91,991 2,412 0.01% 0.01% 442 -767 -0.83% Q4 2025 Jan 30, 2026
HOLDERNESS INVESTMENTS CO History Added to 90,890 2,384 0.48% 0.47% 443 +687 0.76% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History Added to 90,729 2,379 0.05% 0.05% 444 +1,815 2.04% Q4 2025 Feb 17, 2026
Souders Financial Advisors History Reduced 90,645 2,377 0.27% 0.28% 445 -1,935 -2.09% Q4 2025 Feb 02, 2026
Geometric Wealth Advisors History Reduced 90,371 2,370 0.3% 0.31% 446 -379 -0.42% Q4 2025 Feb 06, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 90,180 2,365 1.29% 1.28% 447 +1,444 1.63% Q4 2025 Feb 05, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 90,152 2,364 0.1% 0.11% 448 -4,110 -4.36% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 89,480 2,348 0.04% 0.04% 449 +3,223 3.74% Q4 2025 Feb 09, 2026
SOL Capital Management CO History Added to 89,028 2,335 0.21% 0.2% 450 +992 1.13% Q4 2025 Jan 30, 2026
Modera Wealth Management, LLC History Reduced 88,367 2,317 0.03% 0.03% 452 -12,950 -12.78% Q4 2025 Jan 21, 2026
Texas Yale Capital Corp. History No change 88,351 2,317 0.07% 0.07% 451 0 0.0% Q4 2025 Feb 10, 2026
Weaver Capital Management LLC History Reduced 88,273 2,315 0.49% 7.64% 453 -1,285,598 -93.57% Q4 2025 Jan 22, 2026
HOWE & RUSLING INC History Added to 88,192 2,313 0.15% 0.16% 454 +58 0.07% Q4 2025 Feb 17, 2026
Barden Capital Management, Inc. History Added to 87,594 2,297 1.89% 1.78% 455 +4,077 4.88% Q4 2025 Jan 06, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 87,278 2,289 0.51% 0.53% 456 -2,435 -2.71% Q4 2025 Jan 14, 2026
Operose Advisors LLC History Added to 87,261 2,288 0.53% 0.56% 457 +272 0.31% Q4 2025 Feb 10, 2026
Financial Futures Ltd Liability Co. History Added to 86,675 2,273 1.05% 0.79% 459 +23,041 36.21% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Added to 86,675 2,273 0.04% 0.04% 458 +6,880 8.62% Q4 2025 Jan 16, 2026
Bigelow Investment Advisors, LLC History Reduced 86,442 2,267 0.89% 0.9% 460 -796 -0.91% Q4 2025 Jan 28, 2026
Financial Management Professionals, Inc. History Reduced 86,079 2,257 0.23% 0.24% 461 -4,148 -4.6% Q4 2025 Jan 27, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 85,953 2,254 0.19% 0.19% 462 -475 -0.55% Q4 2025 Jan 27, 2026
Hendershot Investments Inc. History Added to 85,716 2,248 0.29% 0.27% 463 +1,655 1.97% Q4 2025 Jan 26, 2026
SpringVest Wealth Management LLC History Added to 85,577 2,244 1.56% 1.14% 464 +25,330 42.04% Q4 2025 Jan 23, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 85,347 2,238 0.62% 0.7% 465 -222 -0.26% Q4 2025 Feb 10, 2026
Abacus Planning Group, Inc. History Reduced 85,295 2,237 0.3% 0.31% 466 -1,134 -1.31% Q4 2025 Jan 16, 2026
Van Cleef Asset Management,Inc History No change 84,793 2,224 0.23% 0.22% 467 0 0.0% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 84,066 2,205 0.0% 0.0% 468 +290 0.35% Q4 2025 Feb 10, 2026
PINNACLE ASSOCIATES LTD History Added to 84,038 2,204 0.03% 0.03% 469 +289 0.35% Q4 2025 Feb 05, 2026
D'Orazio & Associates, Inc. History Added to 83,720 2,195 0.28% 0.28% 470 +1,975 2.42% Q4 2025 Feb 04, 2026
Baird Financial Group, Inc. History Added to 83,613 2,193 0.0% 0.0% 471 +789 0.95% Q4 2025 Feb 13, 2026
Farrow Financial, Inc. History Added to 83,285 2,184 1.25% 0.84% 472 +26,673 47.12% Q4 2025 Jan 27, 2026
WEIK CAPITAL MANAGEMENT History Reduced 82,105 2,153 0.81% 0.85% 473 -6,890 -7.74% Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History Added to 81,859 2,147 0.06% 0.06% 474 +4,812 6.25% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History Added to 81,336 2,133 0.09% 0.06% 475 +26,658 48.75% Q4 2025 Jan 16, 2026
CAPITAL ADVISORS INC/OK History Added to 80,962 2,123 0.03% 0.03% 476 +8 0.01% Q4 2025 Jan 15, 2026
CIBC Private Wealth Group LLC History Reduced 80,625 2,114 0.0% 0.01% 477 -48,750 -37.68% Q4 2025 Feb 12, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 80,556 2,112 0.7% 0.73% 478 -343 -0.42% Q4 2025 Jan 26, 2026
Adams Wealth Management History Reduced 80,326 2,106 0.45% 0.49% 479 -7,901 -8.96% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 80,326 2,106 0.39% 0.46% 480 -7,901 -8.96% Q4 2025 Feb 18, 2026
ASPIRIANT, LLC History Added to 79,715 2,090 0.06% 0.06% 481 +1,875 2.41% Q4 2025 Jan 20, 2026
Kera Capital Partners, Inc. History No change 76,533 2,039 0.25% 0.3% 482 0 0.0% Q4 2025 Feb 23, 2026
Modus Advisors, LLC History No change 77,284 2,027 0.53% 0.54% 483 0 0.0% Q4 2025 Feb 11, 2026
Regent Peak Wealth Advisors LLC History Added to 77,261 2,026 0.4% 0.4% 484 +2 0.0% Q4 2025 Jan 08, 2026
Callahan Advisors, LLC History Reduced 77,229 2,025 0.17% 0.17% 485 -1,109 -1.42% Q4 2025 Feb 06, 2026
Exchange Bank History Reduced 77,100 2,022 1.4% 1.38% 486 -250 -0.32% Q4 2025 Jan 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 75,725 2,002 0.14% 0.15% 487 -4,676 -5.82% Q4 2025 Jan 15, 2026
GLENMEDE TRUST CO NA History New 76,210 1,998 0.01% — 488 +76,210 New Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 76,014 1,993 0.36% 0.03% 489 +273 0.36% Q4 2025 Mar 04, 2026
Peachtree Investment Partners, LLC History Added to 75,941 1,991 0.66% 0.65% 490 +3,103 4.26% Q4 2025 Feb 11, 2026
One Capital Management, LLC History Reduced 75,520 1,980 0.06% 0.07% 491 -4,836 -6.02% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 75,276 1,974 0.05% 0.05% 492 +4,202 5.91% Q4 2025 Feb 17, 2026
Selective Wealth Management, Inc. History No change 73,712 1,971 0.62% 0.61% 493 0 0.0% Q4 2025 Jan 16, 2026
SteelPeak Wealth, LLC History Added to 74,909 1,964 0.06% 0.02% 494 +48,893 187.93% Q4 2025 Jan 20, 2026
Curi Capital, LLC History Reduced 74,498 1,954 0.03% 0.04% 495 -1,351 -1.78% Q4 2025 Feb 17, 2026
Luminvest Wealth Management LLC History Added to 74,431 1,952 0.54% 0.59% 496 +3,453 4.86% Q4 2025 Jan 26, 2026
WFA of San Diego, LLC History Reduced 74,106 1,943 1.42% 1.34% 497 -2,244 -2.94% Q4 2025 Feb 17, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 73,415 1,925 0.24% 0.23% 498 +225 0.31% Q4 2025 Feb 09, 2026
Clear Retirement Advice LLC History New 71,659 1,894 1.47% — 499 +71,659 New Q4 2025 Feb 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 72,016 1,888 0.09% 0.11% 500 +1,379 1.95% Q4 2025 Jan 28, 2026
Sanctuary Advisors, LLC History Added to 71,654 1,879 0.01% 0.0% 501 +43,832 157.54% Q4 2025 Jan 29, 2026
Redhawk Wealth Advisors, Inc. History Reduced 71,006 1,862 0.21% 0.28% 502 -23,380 -24.77% Q4 2025 Jan 14, 2026
MML INVESTORS SERVICES, LLC History Added to 70,776 1,856 0.0% 0.0% 503 +1,301 1.87% Q4 2025 Feb 13, 2026
Fiduciary Group, LLC History Added to 70,587 1,851 0.16% 0.16% 504 +1,216 1.75% Q4 2025 Feb 12, 2026
Nicholas Hoffman & Company, LLC. History Reduced 70,228 1,842 0.04% 0.05% 505 -2,658 -3.65% Q4 2025 Feb 02, 2026
Newman Dignan & Sheerar, Inc. History Added to 70,069 1,837 0.38% 0.39% 506 +305 0.44% Q4 2025 Jan 22, 2026
Gradient Capital Advisors, LLC History Reduced 69,226 1,815 0.47% 0.53% 507 -7,088 -9.29% Q4 2025 Feb 06, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 69,231 1,815 0.63% 0.67% 508 -2,027 -2.84% Q4 2025 Jan 27, 2026
North Forty Two & Co. History Added to 68,992 1,809 1.71% 1.72% 509 +326 0.47% Q4 2025 Feb 09, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 18,551 1,797 0.87% — 510 +18,551 New Q4 2025 Jan 09, 2026
Kovitz Investment Group Partners, LLC History Reduced 68,062 1,785 0.04% 0.14% 511 -1,346,766 -95.19% Q4 2025 Feb 20, 2026
Eley Financial Management, Inc History Added to 68,075 1,785 0.64% 0.62% 512 +1,254 1.88% Q4 2025 Feb 12, 2026
Tolleson Wealth Management, Inc. History Reduced 67,978 1,783 0.26% 0.27% 513 -659 -0.96% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 67,800 1,778 0.01% 0.01% 514 +7,910 13.21% Q4 2025 Feb 12, 2026
EARNED WEALTH ADVISORS, LLC History Added to 67,231 1,763 0.57% 0.27% 515 +3,306 5.17% Q4 2025 Jan 27, 2026
CGN Advisors LLC History Reduced 67,196 1,762 0.14% 0.14% 516 -571 -0.84% Q4 2025 Jan 05, 2026
Creegan & Nassoura Financial Group, LLC History Reduced 67,120 1,760 1.14% 1.19% 517 -4,300 -6.02% Q4 2025 Feb 17, 2026
S.A. Mason LLC History Added to 67,130 1,760 0.7% 0.76% 518 +365 0.55% Q4 2025 Jan 29, 2026
Main Street Group, LTD History Reduced 66,873 1,754 0.6% 0.5% 519 -166 -0.25% Q4 2025 Jan 26, 2026
FSM Wealth Advisors, LLC History Added to 66,749 1,750 0.24% 0.24% 520 +68 0.1% Q4 2025 Jan 23, 2026
Composition Wealth, LLC History Added to 66,445 1,742 0.02% 0.01% 521 +37,625 130.55% Q4 2025 Feb 02, 2026
Value Investment Professionals, LLC History New 65,931 1,729 1.81% — 522 +65,931 New Q4 2025 Feb 11, 2026
RKL Wealth Management LLC History Added to 65,854 1,727 0.14% 0.14% 523 +1,117 1.73% Q4 2025 Feb 12, 2026
STALEY CAPITAL ADVISERS INC History Added to 65,381 1,714 0.07% 0.06% 524 +4,728 7.8% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Added to 65,331 1,713 0.03% 0.03% 525 +7,681 13.32% Q4 2025 Feb 03, 2026
VANGUARD GROUP INC History Added to 64,910 1,702 0.0% 0.0% 526 +1,704 2.7% Q4 2025 Jan 29, 2026
Missouri Trust & Investment Co History No change 63,990 1,678 0.49% 0.49% 527 0 0.0% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 63,745 1,672 0.02% 0.02% 528 -343 -0.54% Q4 2025 Jan 29, 2026
BSW Wealth Partners History Reduced 63,593 1,668 0.2% 0.21% 529 -2,558 -3.87% Q4 2025 Jan 23, 2026
Western Wealth Management, LLC History Reduced 63,290 1,660 0.08% 0.09% 530 -763 -1.19% Q4 2025 Feb 05, 2026
HUB Investment Partners, LLC History Reduced 62,526 1,640 0.04% 0.07% 531 -17,172 -21.55% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 69,146 1,637 0.04% 0.04% 532 -2,444 -3.41% Q4 2025 Feb 11, 2026
Blossom Wealth Management History Reduced 61,795 1,620 2.67% 2.86% 533 -7,195 -10.43% Q4 2025 Jan 16, 2026
W.H. Cornerstone Investments Inc. History Added to 61,637 1,616 0.97% 0.75% 534 +13,543 28.16% Q4 2025 Feb 10, 2026
LAKE STREET PRIVATE WEALTH, LLC History New 61,200 1,605 0.2% — 535 +61,200 New Q4 2025 Jan 07, 2026
PRIVATE TRUST CO NA History Reduced 61,152 1,604 0.14% 0.14% 536 -158 -0.26% Q4 2025 Jan 26, 2026
REDW Wealth LLC History No change 61,163 1,604 0.61% 0.59% 537 0 0.0% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Reduced 60,945 1,598 0.02% 0.02% 538 -1,151 -1.85% Q4 2025 Feb 17, 2026
Everstar Asset Management, LLC History Reduced 60,520 1,587 0.85% 0.9% 539 -1,503 -2.42% Q4 2025 Feb 05, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 60,315 1,582 0.1% 0.11% 540 -1,809 -2.91% Q4 2025 Jan 27, 2026
Bogart Wealth, LLC History Reduced 59,003 1,547 0.06% 0.06% 541 -1,173 -1.95% Q4 2025 Jan 30, 2026
BAILARD, INC. History Reduced 58,808 1,542 0.03% 0.03% 542 -1,350 -2.24% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Reduced 57,971 1,520 0.05% 0.05% 543 -88 -0.15% Q4 2025 Feb 06, 2026
Signature Resources Capital Management, LLC History Reduced 57,276 1,502 0.76% 0.81% 544 -176 -0.31% Q4 2025 Jan 21, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 57,249 1,501 0.82% 0.83% 545 0 0.0% Q4 2025 Feb 02, 2026
Wealth Architects, LLC History Reduced 56,957 1,493 0.13% 0.14% 546 -888 -1.54% Q4 2025 Feb 17, 2026
Morling Financial Advisors, LLC History Reduced 56,892 1,492 0.47% 0.49% 547 -177 -0.31% Q4 2025 Feb 06, 2026
RMG Wealth Management LLC History Added to 55,960 1,488 0.19% 0.2% 548 +1,435 2.63% Q4 2025 Jan 29, 2026
VERITY Wealth Advisors History No change 56,088 1,471 0.91% 0.91% 549 0 0.0% Q4 2025 Jan 07, 2026
World Investment Advisors History Added to 56,031 1,469 0.02% 0.03% 550 +3,512 6.69% Q4 2025 Mar 12, 2026
FLOW TRADERS U.S. LLC History New 55,976 1,468 0.05% — 551 +55,976 New Q4 2025 Feb 13, 2026
Fonville Wealth Management LLC History Reduced 55,764 1,462 0.3% 0.34% 552 -3,151 -5.35% Q4 2025 Jan 23, 2026
Brookwood Investment Group LLC History Reduced 55,672 1,460 0.18% 0.19% 553 -276 -0.49% Q4 2025 Jan 22, 2026
Integrated Advisors Network LLC History Reduced 55,608 1,458 0.06% 0.06% 554 -1,852 -3.22% Q4 2025 Feb 17, 2026
Guardian Wealth Management, Inc. History Reduced 55,462 1,454 0.85% 0.87% 555 -1,545 -2.71% Q4 2025 Feb 13, 2026
Ullmann Wealth Partners Group, LLC History No change 55,028 1,446 0.15% 0.15% 556 0 0.0% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 55,000 1,442 0.0% 0.0% 557 -16,900 -23.5% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 54,931 1,440 0.02% 0.02% 558 +2,047 3.87% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Reduced 54,868 1,439 0.01% 0.01% 559 -1,778 -3.14% Q4 2025 Jan 29, 2026
Provident Living Financial Services, Inc. History New 54,772 1,436 1.41% — 560 +54,772 New Q4 2025 Jan 21, 2026
Freedom Financial Partners LLC History Reduced 54,677 1,434 0.52% 0.54% 561 -116 -0.21% Q4 2025 Jan 06, 2026
CoreCap Advisors, LLC History Reduced 54,280 1,423 0.05% 0.05% 562 -891 -1.61% Q4 2025 Jan 13, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 54,221 1,422 0.66% 0.71% 563 -1,565 -2.81% Q4 2025 Jan 22, 2026
PDS Planning, Inc History Reduced 54,121 1,419 0.09% 0.1% 564 -1,506 -2.71% Q4 2025 Jan 26, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 53,548 1,404 0.02% 0.01% 566 +23,036 75.5% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Reduced 53,540 1,404 0.04% 0.04% 565 -472 -0.87% Q4 2025 Feb 05, 2026
Pasadena Private Wealth, LLC History Reduced 52,916 1,387 0.19% 0.2% 567 -383 -0.72% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 52,276 1,382 0.05% 0.05% 569 +19,560 59.79% Q4 2025 Feb 13, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 52,699 1,382 0.52% 0.55% 568 -1,924 -3.52% Q4 2025 Jan 08, 2026
Seascape Capital Management History Reduced 52,033 1,365 0.39% 0.4% 570 -1,600 -2.98% Q4 2025 Jan 21, 2026
Attessa Capital LLC History Reduced 52,022 1,364 0.75% 0.81% 572 -1,121 -2.11% Q4 2025 Jan 06, 2026
Grant Street Asset Management, Inc. History Added to 52,011 1,364 0.27% 0.28% 571 +576 1.12% Q4 2025 Jan 28, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 51,232 1,343 0.24% 0.22% 573 +6,280 13.97% Q4 2025 Feb 06, 2026
Acorn Wealth Advisors, LLC History Reduced 51,012 1,338 0.4% 0.45% 574 -4,318 -7.8% Q4 2025 Feb 10, 2026
Physician Wealth Solutions Inc. History Reduced 50,619 1,327 0.56% 0.59% 575 -1,829 -3.49% Q4 2025 Jan 12, 2026
Envision Financial LLC History Reduced 50,565 1,326 0.7% 0.75% 576 -138 -0.27% Q4 2025 Jan 07, 2026
Keebeck Wealth Management History Added to 49,980 1,310 0.15% 0.15% 577 +11 0.02% Q4 2025 Feb 17, 2026
SVB WEALTH LLC History Reduced 49,768 1,305 0.08% 0.09% 578 -13,722 -21.61% Q4 2025 Feb 04, 2026
Hurley Capital, LLC History Added to 49,604 1,301 0.73% 0.7% 579 +1,006 2.07% Q4 2025 Feb 17, 2026
KLCM Advisors, Inc. History New 49,359 1,294 0.11% — 580 +49,359 New Q4 2025 Feb 04, 2026
Cornerstone Planning, LLC History New 48,984 1,284 0.3% — 581 +48,984 New Q4 2025 Mar 17, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 48,530 1,272 0.22% 0.24% 582 -253 -0.52% Q4 2025 Jan 21, 2026
Greenspring Advisors, LLC History New 48,080 1,261 0.08% — 583 +48,080 New Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Reduced 47,798 1,253 0.05% 0.05% 584 -3,083 -6.06% Q4 2025 Feb 06, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 47,595 1,248 0.68% 0.69% 585 +144 0.3% Q4 2025 Jan 28, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 47,356 1,242 0.26% 0.26% 586 +103 0.22% Q4 2025 Jan 22, 2026
Penobscot Investment Management Company, Inc. History No change 46,920 1,230 0.09% 0.09% 587 0 0.0% Q4 2025 Jan 27, 2026
Midwest Financial Group LLC History Added to 46,872 1,229 0.54% 0.57% 588 +104 0.22% Q4 2025 Jan 20, 2026
Westwood Wealth Management History New 46,656 1,223 0.92% — 589 +46,656 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Reduced 46,656 1,223 0.92% 0.99% 590 -2,130 -4.37% Q4 2025 Jan 13, 2026
TOMPKINS FINANCIAL CORP History No change 45,722 1,199 0.09% 0.1% 591 0 0.0% Q4 2025 Jan 08, 2026
OARSMAN CAPITAL, INC. History Added to 45,560 1,195 0.16% 0.16% 592 +1,122 2.52% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History No change 45,552 1,194 0.04% 0.04% 593 0 0.0% Q4 2025 Feb 12, 2026
Smith & Howard Wealth Management, LLC History Reduced 45,488 1,193 0.27% 0.28% 594 -1,548 -3.29% Q4 2025 Feb 03, 2026
Tandem Investment Partners LLC History Added to 45,467 1,192 1.01% 0.84% 595 +5,894 14.89% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Added to 45,283 1,188 0.01% 0.01% 596 +3,367 8.03% Q4 2025 Jan 05, 2026
L.K. Benson & Company, P.C. History Reduced 45,224 1,186 0.6% 0.63% 597 -61 -0.13% Q4 2025 Feb 06, 2026
Pinnacle Family Advisors, LLC History Reduced 45,155 1,184 0.52% 0.57% 598 -5,374 -10.64% Q4 2025 Feb 17, 2026
MCF Advisors LLC History Added to 45,086 1,182 0.07% 0.05% 599 +14,836 49.04% Q4 2025 Feb 11, 2026
McCarthy Asset Management, Inc. History Reduced 44,647 1,171 0.61% 1.45% 600 -43,168 -49.16% Q4 2025 Feb 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 44,470 1,166 0.03% — 601 +44,470 New Q4 2025 Feb 09, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 44,352 1,163 0.4% 0.37% 602 +2,013 4.75% Q4 2025 Jan 05, 2026
Smith Salley Wealth Management History No change 43,968 1,153 0.06% 0.06% 603 0 0.0% Q4 2025 Jan 27, 2026
Ballast Rock Private Wealth LLC History New 43,774 1,148 0.72% — 604 +43,774 New Q4 2025 Feb 04, 2026
Oakwell Private Wealth Management, LLC History Reduced 43,541 1,142 0.21% 0.23% 605 -632 -1.43% Q4 2025 Jan 30, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 43,537 1,141 0.1% 0.08% 606 +21,768 100.0% Q4 2025 Feb 11, 2026
Colorado Capital Management, Inc. History Added to 43,441 1,139 0.43% 0.43% 607 +136 0.31% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 42,632 1,118 0.03% 0.03% 608 +129 0.3% Q4 2025 Feb 03, 2026
Twelve Points Wealth Management LLC History Reduced 41,650 1,115 0.25% 0.27% 609 -1,068 -2.5% Q4 2025 Jan 23, 2026
QUANTIFY CHAOS ADVISORS, LLC History New 42,339 1,110 3.36% — 610 +42,339 New Q4 2025 Feb 06, 2026
Mengis Capital Management, Inc. History Added to 42,290 1,109 0.2% 0.21% 611 +44 0.1% Q4 2025 Mar 05, 2026
Hamilton Wealth, LLC History New 42,246 1,108 0.21% — 612 +42,246 New Q4 2025 Feb 19, 2026
WLTH Capital Management, LLC History New 42,017 1,106 0.86% — 613 +42,017 New Q4 2025 Feb 24, 2026
Fulcrum Equity Management History Reduced 42,025 1,102 1.05% 1.1% 614 -96 -0.23% Q4 2025 Jan 06, 2026
Capital Advisors, Ltd. LLC History Added to 41,897 1,099 0.12% 0.12% 615 +970 2.37% Q4 2025 Jan 21, 2026
Summit Place Financial Advisors, LLC History Added to 41,214 1,081 0.52% 0.49% 616 +425 1.04% Q4 2025 Feb 02, 2026
Altus Wealth Group LLC History Added to 40,961 1,074 0.43% 0.43% 617 +116 0.28% Q4 2025 Feb 13, 2026
BLB&B Advisors, LLC History Reduced 40,761 1,069 0.04% 0.05% 618 -133 -0.33% Q4 2025 Jan 26, 2026
Cornerstone Capital, Inc. History No change 40,678 1,066 0.11% 0.1% 619 0 0.0% Q4 2025 Feb 12, 2026
BARRETT & COMPANY, INC. History Added to 40,624 1,065 0.36% 0.36% 620 +43 0.11% Q4 2025 Jan 28, 2026
FF Advisors,LLC History Added to 40,553 1,063 0.47% 0.5% 621 +40 0.1% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 40,512 1,062 0.04% 0.04% 622 -1,705 -4.04% Q4 2025 Feb 12, 2026
Northern Capital Management, Inc. History Added to 40,395 1,059 0.56% 0.56% 623 +495 1.24% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Reduced 40,338 1,058 0.0% 0.0% 624 -4 -0.01% Q4 2025 Feb 02, 2026
GREENLEAF TRUST History No change 40,350 1,058 0.01% 0.01% 625 0 0.0% Q4 2025 Jan 21, 2026
Evanson Asset Management, LLC History Added to 40,281 1,056 0.06% 0.06% 626 +146 0.36% Q4 2025 Jan 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 39,344 1,054 0.05% 0.06% 627 -326 -0.82% Q4 2025 Feb 03, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History New 39,815 1,044 0.06% — 628 +39,815 New Q4 2025 Jan 22, 2026
Waycross Investment Management Co History Reduced 39,665 1,040 0.91% 1.04% 629 -111 -0.28% Q4 2025 Jan 08, 2026
Arkadios Wealth Advisors History Added to 39,315 1,031 0.02% 0.01% 630 +17,443 79.75% Q4 2025 Feb 13, 2026
Belvedere Trading LLC History Reduced 39,154 1,027 0.0% 0.0% 631 -18,800 -32.44% Q4 2025 Feb 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 39,010 1,023 0.11% 0.13% 632 -5,515 -12.39% Q4 2025 Jan 22, 2026
Miller Capital Partners, Inc. History New 38,965 1,022 0.51% — 633 +38,965 New Q4 2025 Feb 17, 2026
Ironwood Financial, llc History Reduced 38,053 1,021 0.17% 0.18% 634 -699 -1.8% Q4 2025 Jan 15, 2026
One Day In July LLC History Added to 38,790 1,017 0.08% 0.08% 635 +793 2.09% Q4 2025 Feb 04, 2026
BlueStem Wealth Partners, LLC History Reduced 38,679 1,014 0.11% 0.12% 636 -1,168 -2.93% Q4 2025 Feb 06, 2026
High Probability Advisors, LLC History Added to 38,477 1,009 0.13% 0.13% 637 +1,151 3.08% Q4 2025 Jan 29, 2026
Soltis Investment Advisors LLC History Reduced 38,462 1,008 0.07% 0.07% 638 -3,355 -8.02% Q4 2025 Apr 02, 2026
Waterloo Capital, L.P. History Reduced 38,283 1,004 0.07% 0.08% 639 -1,790 -4.47% Q4 2025 Feb 10, 2026
Legacy Wealth Management, Inc History Reduced 38,021 997 0.06% 0.06% 640 -440 -1.14% Q4 2025 Jan 21, 2026
Indie Asset Partners, LLC History Reduced 37,903 994 1.11% 1.36% 641 -1,870 -4.7% Q4 2025 Feb 03, 2026
Y-Intercept (Hong Kong) Ltd History Added to 37,844 992 0.02% 0.02% 642 +267 0.71% Q4 2025 Feb 13, 2026
One Wealth Management Investment & Advisory Services, LLC History Added to 37,735 989 1.08% 1.08% 643 +1,504 4.15% Q4 2025 Jan 14, 2026
Diligent Investors, LLC History Reduced 37,401 981 0.24% 0.25% 644 -520 -1.37% Q4 2025 Jan 23, 2026
CAP Partners, LLC History Reduced 37,280 977 0.55% 0.56% 645 -932 -2.44% Q4 2025 Feb 04, 2026
Madrid Wealth Management, LLC History New 36,941 968 0.79% — 646 +36,941 New Q4 2025 Feb 02, 2026
Bridgewater Advisors Inc. History Added to 36,135 957 0.06% 0.06% 647 +83 0.23% Q4 2025 Jan 23, 2026
Phocas Financial Corp. History No change 36,417 955 0.12% 0.12% 648 0 0.0% Q4 2025 Jan 26, 2026
Diversified Trust Co History Reduced 36,348 953 0.02% 0.02% 649 -61 -0.17% Q4 2025 Jan 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 36,225 950 0.02% 0.02% 650 0 0.0% Q4 2025 Jan 07, 2026
MainStreet Investment Advisors LLC History No change 36,225 950 0.14% 0.13% 651 0 0.0% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 36,070 946 0.0% 0.0% 652 -810 -2.2% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Added to 36,050 945 0.02% 0.02% 654 +16,185 81.47% Q4 2025 Feb 11, 2026
COUNTRY TRUST BANK History Reduced 36,050 945 0.02% 0.02% 653 -2,200 -5.75% Q4 2025 Jan 21, 2026
Eaton Financial Holdings Company, LLC History Reduced 35,855 940 0.25% 0.3% 655 -5,793 -13.91% Q4 2025 Feb 09, 2026
Bedel Financial Consulting, Inc. History Added to 35,827 939 0.1% 0.12% 656 +46 0.13% Q4 2025 Jan 28, 2026
AE Wealth Management LLC History Added to 35,636 934 0.01% 0.0% 657 +9,138 34.49% Q4 2025 Jan 26, 2026
Burton Enright Welch History Reduced 35,559 932 0.13% 0.14% 658 -666 -1.84% Q4 2025 Feb 13, 2026
Ketron Financial History New 35,507 931 0.31% — 659 +35,507 New Q4 2025 Feb 24, 2026
Traction Financial Partners, LLC History Added to 35,319 926 0.55% 0.53% 660 +2,018 6.06% Q4 2025 Jan 29, 2026
DecisionMap Wealth Management, LLC History Added to 34,833 913 0.56% 0.56% 661 +793 2.33% Q4 2025 Jan 07, 2026
Aegis Wealth Management LLC History Reduced 34,705 910 0.51% 0.48% 662 -243 -0.7% Q4 2025 Jan 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 34,485 904 0.09% 0.09% 663 0 0.0% Q4 2025 Feb 13, 2026
Consilium Wealth Advisory, LLC History No change 34,470 904 0.33% 0.34% 664 0 0.0% Q4 2025 Jan 26, 2026
WEALTHGARDEN F.S. LLC History Added to 33,712 901 0.59% 0.6% 665 +964 2.94% Q4 2025 Feb 11, 2026
Mason & Associates Inc History Added to 34,124 895 0.17% 0.18% 666 +9 0.03% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Added to 34,095 894 0.02% 0.02% 667 +1,554 4.78% Q4 2025 Jan 28, 2026
Wolfstich Capital, LLC History New 32,427 889 0.82% — 668 +32,427 New Q4 2025 Jan 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 33,884 888 0.7% — 669 +33,884 New Q4 2025 Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 33,622 881 0.1% 0.12% 670 -7,433 -18.1% Q4 2025 Feb 18, 2026
Apex Wealth Management, LLC History Added to 32,956 881 0.89% 0.6% 671 +66 0.2% Q4 2025 Jan 26, 2026
Forum Financial Management, LP History Added to 33,567 880 0.01% 0.01% 672 +2,034 6.45% Q4 2025 Jan 27, 2026
LAWOOD & CO History New 33,510 878 0.83% — 673 +33,510 New Q4 2025 Feb 05, 2026
DecisionPoint Financial, LLC History No change 33,423 876 0.19% 0.2% 674 0 0.0% Q4 2025 Jan 29, 2026
CONTINUUM WEALTH ADVISORS, LLC History Added to 33,282 872 0.34% 0.32% 675 +3,810 12.93% Q4 2025 Feb 04, 2026
Beacon Capital Management, LLC History Added to 33,201 870 0.13% 0.11% 677 +4,258 14.71% Q4 2025 Feb 13, 2026
Mission Creek Capital Partners, Inc. History Reduced 33,169 870 0.18% 0.17% 676 -4 -0.01% Q4 2025 Feb 12, 2026
Next Capital Management LLC History Added to 33,125 868 0.28% 0.28% 678 +104 0.31% Q4 2025 Feb 11, 2026
Westmount Partners, LLC History Added to 32,834 861 0.21% 0.22% 679 +32 0.1% Q4 2025 Jan 15, 2026
Sunpointe, LLC History Added to 32,614 855 0.28% 0.3% 680 +118 0.36% Q4 2025 Jan 23, 2026
Hudock, Inc. History Reduced 32,151 843 0.12% 0.13% 682 -2,209 -6.43% Q4 2025 Feb 12, 2026
Freestone Capital Holdings, LLC History Added to 32,147 843 0.02% 0.02% 681 +1,236 4.0% Q4 2025 Jan 23, 2026
GatePass Capital, LLC History New 32,097 841 0.43% — 683 +32,097 New Q4 2025 Feb 09, 2026
MARQUETTE ASSOCIATES, INC. History Reduced 31,993 839 1.07% 1.03% 684 -1,149 -3.47% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Reduced 31,933 837 0.04% 0.05% 685 -1,279 -3.85% Q4 2025 Jan 20, 2026
COMERICA BANK History Added to 31,877 836 0.0% 0.0% 686 +192 0.61% Q4 2025 Jan 29, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 31,866 835 0.29% 0.27% 687 +1,877 6.26% Q4 2025 Jan 21, 2026
LaSalle St. Investment Advisors, LLC History Reduced 31,787 833 0.13% 0.16% 688 -1,900 -5.64% Q4 2025 Feb 17, 2026
Abound Wealth Management History Added to 31,580 828 0.19% 0.18% 689 +3,796 13.66% Q4 2025 Jan 12, 2026
Foster Victor Wealth Advisors, LLC History Added to 30,944 827 0.05% 0.05% 690 +1,699 5.81% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Added to 31,510 826 0.0% 0.0% 691 +170 0.54% Q4 2025 Feb 12, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 31,462 825 0.03% 0.03% 692 +248 0.79% Q4 2025 Feb 13, 2026
Ironwood Investment Counsel, LLC History No change 31,250 819 0.11% 0.12% 693 0 0.0% Q4 2025 Feb 06, 2026
BUILDER INVESTMENT GROUP INC /ADV History Added to 31,154 817 0.18% 0.18% 694 +717 2.36% Q4 2025 Jan 28, 2026
Veracity Capital LLC History New 31,020 813 0.24% — 695 +31,020 New Q4 2025 Jan 29, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 30,952 811 0.08% 0.08% 696 0 0.0% Q4 2025 Jan 20, 2026
Joel Isaacson & Co., LLC History Added to 30,853 809 0.03% 0.03% 697 +96 0.31% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Added to 30,775 807 0.0% 0.0% 698 +1,094 3.69% Q4 2025 Feb 09, 2026
Costello Asset Management, INC History Reduced 30,536 800 0.26% 0.29% 699 -2,885 -8.63% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Added to 30,474 799 0.04% 0.04% 700 +1,532 5.29% Q4 2025 Mar 04, 2026
BNC WEALTH MANAGEMENT, LLC History Reduced 30,284 794 0.2% 0.31% 701 -18,174 -37.5% Q4 2025 Jan 22, 2026
OneAscent Wealth Management LLC History Reduced 30,162 791 0.26% 0.29% 702 -3,020 -9.1% Q4 2025 Feb 11, 2026
Crewe Advisors LLC History Reduced 29,967 786 0.07% 0.09% 705 -4,776 -13.75% Q4 2025 Jan 16, 2026
Hills Bank & Trust Co History No change 30,000 786 0.05% 0.05% 703 0 0.0% Q4 2025 Feb 05, 2026
Bowie Capital Management, LLC History No change 30,000 786 0.03% 0.03% 704 0 0.0% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History No change 30,000 786 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 12, 2026
Plancorp, LLC History Reduced 29,818 782 0.02% 0.04% 707 -14,434 -32.62% Q4 2025 Feb 05, 2026
Womack Financial LLC History Added to 29,747 780 0.58% 0.52% 708 +2,982 11.14% Q4 2025 Feb 10, 2026
Tannin Capital LLC History New 29,702 779 0.7% — 709 +29,702 New Q4 2025 Feb 17, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 29,668 778 0.57% 0.6% 710 -1,580 -5.06% Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 29,551 775 0.01% 0.01% 711 +10,803 57.62% Q4 2025 Feb 12, 2026
Horizon Investment Services, LLC History Added to 29,497 773 0.28% 0.28% 712 +167 0.57% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 29,352 769 0.05% 0.05% 713 0 0.0% Q4 2025 Jan 30, 2026
EWA, LLC History New 28,965 759 0.19% — 714 +28,965 New Q4 2025 Feb 03, 2026
ADVISORTRUST PARTNERS, LLC History New 28,922 758 0.33% — 716 +28,922 New Q4 2025 Mar 10, 2026
Apollon Wealth Management, LLC History Added to 28,930 758 0.01% 0.01% 715 +289 1.01% Q4 2025 Jan 22, 2026
Magnus Financial Group LLC History Added to 28,751 754 0.06% 0.04% 717 +8,385 41.17% Q4 2025 Jan 07, 2026
Sterling Group Wealth Management, LLC History Reduced 28,769 754 0.36% 0.38% 718 -1,158 -3.87% Q4 2025 Jan 27, 2026
NorthRock Partners, LLC History Added to 28,585 749 0.01% 0.01% 719 +8,516 42.43% Q4 2025 Feb 17, 2026
BANTAMAC CAPITAL, LLC History Reduced 28,200 739 0.36% 0.4% 720 -1,800 -6.0% Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Added to 28,122 737 0.03% 0.03% 721 +36 0.13% Q4 2025 Feb 02, 2026
Foundation Wealth Management, LLC\PA History Reduced 28,046 735 0.27% 0.3% 722 -2,098 -6.96% Q4 2025 Jan 15, 2026
Twele Capital Management, Inc. History Reduced 27,944 732 0.13% 0.13% 723 -439 -1.55% Q4 2025 Jan 09, 2026
R. W. Roge & Company, Inc. History No change 27,904 731 0.36% 0.37% 724 0 0.0% Q4 2025 Jan 23, 2026
Capital Analysts, LLC History Added to 27,770 728 0.02% 0.02% 725 +71 0.26% Q4 2025 Feb 11, 2026
Edge Financial Advisors LLC History Reduced 27,492 721 0.3% 0.32% 726 -153 -0.55% Q4 2025 Jan 28, 2026
Scott & Selber, Inc. History Added to 27,447 719 0.18% 0.18% 727 +16 0.06% Q4 2025 Jan 09, 2026
Reliant Wealth Planning History No change 27,189 713 0.22% 0.23% 728 0 0.0% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 26,997 708 0.05% 0.05% 729 +611 2.32% Q4 2025 Feb 02, 2026
Perennial Advisors, LLC History Reduced 27,006 708 0.12% 0.12% 730 -238 -0.87% Q4 2025 Jan 12, 2026
Pacific Capital Wealth Advisors, Inc. History No change 27,000 708 0.12% 0.12% 731 0 0.0% Q4 2025 Jan 26, 2026
Qube Research & Technologies Ltd History Reduced 26,916 706 0.0% 0.0% 733 -38,882 -59.09% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 26,924 706 0.01% 0.01% 732 +1,618 6.39% Q4 2025 Jan 20, 2026
AF Advisors, Inc. History Added to 26,935 706 0.27% 0.28% 734 +8 0.03% Q4 2025 Feb 06, 2026
Sightline Wealth Advisors, LLC History Added to 26,903 705 0.3% 0.31% 735 +215 0.81% Q4 2025 Jan 26, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 26,808 703 0.1% — 736 +26,808 New Q4 2025 Feb 13, 2026
Denver PWM, LLC History No change 29,523 703 0.23% 0.22% 737 0 0.0% Q4 2025 Feb 11, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 26,631 698 0.05% 0.05% 738 +72 0.27% Q4 2025 Jan 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 26,587 697 0.17% 0.15% 739 +35 0.13% Q4 2025 Jan 08, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 26,523 695 0.08% 0.08% 740 -66 -0.25% Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 26,400 692 0.01% 0.01% 741 +1,948 7.97% Q4 2025 Feb 06, 2026
Econ Financial Services Corp History Reduced 26,356 691 0.35% 0.36% 742 -1,770 -6.29% Q4 2025 Jan 15, 2026
McAdam, LLC History Reduced 26,361 691 0.03% 0.03% 743 -152 -0.57% Q4 2025 Feb 13, 2026
Tidal Investments LLC History New 26,197 687 0.0% — 744 +26,197 New Q4 2025 Feb 13, 2026
Advisor OS, LLC History Reduced 26,199 687 0.06% 0.06% 745 -450 -1.69% Q4 2025 Feb 04, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 26,162 686 0.11% 0.12% 746 +81 0.31% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 26,144 685 0.0% 0.0% 747 -132,556 -83.53% Q4 2025 Feb 13, 2026
SouthState Bank Corp History Reduced 25,917 679 0.03% 0.04% 748 -4,225 -14.02% Q4 2025 Feb 11, 2026
BIP Wealth, LLC History Added to 25,428 666 0.02% 0.02% 749 +11,764 86.09% Q4 2025 Jan 21, 2026
Wernau Asset Management Inc. History Reduced 25,320 664 0.36% 0.49% 750 -2,874 -10.19% Q4 2025 Jan 21, 2026
My Personal CFO, LLC History Reduced 25,257 662 0.28% 0.3% 752 -4,887 -16.21% Q4 2025 Jan 15, 2026
Summit Asset Management, LLC History Added to 25,241 662 0.09% 0.1% 751 +8 0.03% Q4 2025 Feb 09, 2026
Shakespeare Wealth Management, LLC History No change 25,089 658 0.15% 0.15% 753 0 0.0% Q4 2025 Feb 06, 2026
Pinnacle Bancorp, Inc. History No change 25,092 658 0.19% 0.19% 754 0 0.0% Q4 2025 Jan 22, 2026
Hamilton Point Investment Advisors, LLC History No change 25,067 657 0.1% 0.1% 755 0 0.0% Q4 2025 Feb 12, 2026
Greenline Partners, LLC History Added to 25,036 656 0.08% 0.08% 756 +67 0.27% Q4 2025 Feb 17, 2026
OLIO Financial Planning History Reduced 24,779 649 0.18% 0.19% 757 -2 -0.01% Q4 2025 Jan 21, 2026
Root Financial Partners, LLC History Reduced 24,407 640 0.03% 0.04% 758 -2,897 -10.61% Q4 2025 Feb 10, 2026
Broadleaf Partners, LLC History Added to 24,177 634 0.13% 0.13% 759 +354 1.49% Q4 2025 Feb 13, 2026
Integris Wealth Management, LLC History No change 24,107 632 0.14% 0.15% 760 0 0.0% Q4 2025 Jan 21, 2026
Rollins Financial Advisors, LLC History Reduced 23,877 626 0.09% 0.09% 761 -260 -1.08% Q4 2025 Feb 04, 2026
FOSTER & MOTLEY INC History Added to 23,806 624 0.03% 0.03% 762 +1,680 7.59% Q4 2025 Jan 15, 2026
Disciplined Investments, LLC History Reduced 23,744 622 0.24% 0.63% 763 -38,127 -61.62% Q4 2025 Feb 05, 2026
IRON Financial LLC History Added to 23,540 617 0.28% 0.29% 764 +16 0.07% Q4 2025 Jan 22, 2026
TRITONPOINT WEALTH, LLC History Reduced 23,412 614 0.06% 0.05% 765 -458 -1.92% Q4 2025 Jan 20, 2026
Edgestream Partners, L.P. History New 23,358 612 0.02% — 766 +23,358 New Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 23,335 612 0.02% 0.01% 768 +9,310 66.38% Q4 2025 Jan 12, 2026
Walkner Condon Financial Advisors LLC History Reduced 23,338 612 0.09% 0.1% 767 -499 -2.09% Q4 2025 Jan 21, 2026
Annex Advisory Services, LLC History Reduced 23,311 611 0.01% 0.01% 769 -1,404 -5.68% Q4 2025 Jan 26, 2026
Capstone Financial Advisors, Inc. History Reduced 23,262 610 0.03% 0.03% 770 -241 -1.03% Q4 2025 Feb 17, 2026
GS Investments, Inc. History Reduced 23,220 609 0.33% 0.3% 771 -150 -0.64% Q4 2025 Feb 09, 2026
Shepherd Street Advisors LLC History New 23,193 608 0.58% — 772 +23,193 New Q4 2025 Feb 10, 2026
Hershey Financial Advisers, LLC History Reduced 23,174 607 0.51% 0.54% 773 -1,330 -5.43% Q4 2025 Feb 18, 2026
Aquire Wealth Advisors, LLC History Reduced 22,903 600 0.16% 0.16% 774 -2,358 -9.33% Q4 2025 Jan 07, 2026
SHUTTLEWORTH & Co History Added to 22,669 594 0.54% 0.5% 777 +1,402 6.59% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 22,650 594 0.01% 0.01% 775 +275 1.23% Q4 2025 Jan 16, 2026
Clay Northam Wealth Management, LLC History No change 22,671 594 0.33% 0.33% 776 0 0.0% Q4 2025 Feb 17, 2026
Custos Family Office, LLC History Reduced 22,503 590 0.4% 0.33% 778 -26 -0.12% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 22,486 589 0.04% 0.05% 779 -1,476 -6.16% Q4 2025 Jan 29, 2026
Clearstead Advisors, LLC History Added to 22,321 585 0.01% 0.01% 780 +1,336 6.37% Q4 2025 Feb 09, 2026
Schrum Private Wealth Management LLC History Added to 22,325 585 0.43% 0.42% 781 +68 0.31% Q4 2025 Feb 17, 2026
Faithward Advisors, LLC History Reduced 22,167 581 0.09% 0.09% 782 -161 -0.72% Q4 2025 Feb 17, 2026
Stone Summit Wealth LLC History Reduced 21,850 573 0.16% 0.17% 784 -1,739 -7.37% Q4 2025 Jan 27, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 21,873 573 0.07% 0.07% 783 +42 0.19% Q4 2025 Feb 03, 2026
Mayflower Financial Advisors, LLC History Reduced 21,807 571 0.07% 0.07% 785 -1,497 -6.42% Q4 2025 Jan 13, 2026
BENNETT SELBY INVESTMENTS LP History New 21,739 570 0.18% — 786 +21,739 New Q4 2025 Jan 08, 2026
Waterford Advisors, LLC History Reduced 21,744 570 0.22% 0.2% 787 -1,200 -5.23% Q4 2025 Feb 20, 2026
Goelzer Investment Management, Inc. History Reduced 21,707 569 0.03% 0.04% 788 -5,473 -20.14% Q4 2025 Jan 14, 2026
Naviter Wealth, LLC History No change 21,696 569 0.07% 0.06% 789 0 0.0% Q4 2025 Jan 21, 2026
Prepared Retirement Institute LLC History Added to 21,629 567 0.29% 0.29% 791 +74 0.34% Q4 2025 Jan 29, 2026
Argent Trust Co History No change 21,636 567 0.02% 0.02% 790 0 0.0% Q4 2025 Feb 10, 2026
Vanguard Capital Wealth Advisors History Reduced 21,526 564 0.45% 0.45% 792 -545 -2.47% Q4 2025 Jan 16, 2026
Sovereign Financial Group, Inc. History Added to 21,469 563 0.1% 0.1% 793 +16 0.07% Q4 2025 Jan 07, 2026
CULLEN/FROST BANKERS, INC. History Reduced 21,450 562 0.01% 0.01% 794 -87 -0.4% Q4 2025 Feb 06, 2026
Hirtle Callaghan & Co LLC History No change 21,347 559 0.02% 0.02% 795 0 0.0% Q4 2025 Feb 04, 2026
Heritage Financial Services, LLC History Reduced 21,228 556 0.05% 0.05% 796 -385 -1.78% Q4 2025 Feb 02, 2026
Shira Ridge Wealth Management History No change 21,114 553 0.22% 0.23% 797 0 0.0% Q4 2025 Jan 12, 2026
Keener Financial Planning LLC History Reduced 21,006 550 0.24% 0.25% 798 -147 -0.69% Q4 2025 Jan 23, 2026
Blankinship & Foster, LLC History Reduced 20,676 542 0.12% 0.13% 799 -1,897 -8.4% Q4 2025 Jan 23, 2026
Private Wealth Asset Management, LLC History Added to 20,551 539 0.06% 0.0% 800 +19,675 2246.0% Q4 2025 Feb 10, 2026