SCHWAB STRATEGIC TRUST - SCHE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Showing first 800 of 858 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Creative Planning History Reduced 18,906,934 619,202 0.44% 0.49% 1 -218,542 -1.14% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 16,211,363 530,922 1.01% 1.06% 2 -496,566 -2.97% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 9,662,625 316,450 0.35% 0.4% 3 -782,745 -7.49% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Added to 6,543,475 214,298 0.25% 0.26% 4 +32,697 0.5% Q4 2025 Jan 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 3,464,084 113,448 0.07% 0.08% 5 -36,175 -1.03% Q4 2025 Feb 10, 2026
SageView Advisory Group, LLC History Reduced 3,358,935 110,005 3.72% 4.27% 6 -351,347 -9.47% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,324,707 76,134 0.0% 0.0% 7 +203,020 9.57% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,234,723 75,846 0.1% 0.11% 8 -5,958 -0.27% Q4 2025 Jan 08, 2026
Rakuten Investment Management, Inc. History No change 2,245,603 74,621 0.25% 0.27% 9 0 0.0% Q4 2025 Feb 17, 2026
REBALANCE, LLC History Added to 2,167,937 70,999 4.15% 4.18% 10 +92,510 4.46% Q4 2025 Jan 15, 2026
MATHER GROUP, LLC. History Added to 2,095,894 68,640 0.71% 0.71% 11 +783 0.04% Q4 2025 Jan 13, 2026
Orgel Wealth Management, LLC History Added to 2,002,676 65,587 1.45% 1.5% 12 +33,631 1.71% Q4 2025 Jan 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 1,893,189 62,001 0.47% 0.49% 13 +50,152 2.72% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Added to 1,873,248 61,348 0.34% 0.16% 14 +880,101 88.62% Q4 2025 Jan 29, 2026
Krilogy Financial LLC History Added to 1,656,463 57,462 1.95% 2.04% 15 +49,001 3.05% Q4 2025 Jan 27, 2026
JPMORGAN CHASE & CO History Added to 1,730,091 56,660 0.0% 0.0% 16 +311,442 21.95% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,661,757 54,422 0.03% 0.03% 17 +372,662 28.91% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 1,580,175 51,750 0.0% 0.0% 18 -24,717 -1.54% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,552,376 50,840 0.01% 0.0% 19 +1,496,812 2693.85% Q4 2025 Feb 17, 2026
Heartwood Wealth Advisors LLC History Added to 1,548,972 50,728 4.67% 4.8% 20 +7,691 0.5% Q4 2025 Jan 12, 2026
Mariner, LLC History Added to 1,488,398 48,747 0.06% 0.06% 21 +52,812 3.68% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,487,801 48,725 0.07% 0.08% 22 -21,892 -1.45% Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History Added to 1,478,359 48,416 0.07% 0.08% 23 +4,145 0.28% Q4 2025 Mar 09, 2026
WELLS FARGO & COMPANY/MN History Added to 1,440,936 47,190 0.01% 0.01% 24 +112,479 8.47% Q4 2025 Feb 13, 2026
RMG Wealth Management LLC History Added to 1,458,174 45,315 5.87% 0.0% 25 +1,458,137 3940910.81% Q4 2025 Jan 29, 2026
Fund Evaluation Group, LLC History Added to 1,269,800 41,585 1.38% 1.06% 26 +393,094 44.84% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 40,443 40,443 0.02% — 27 +40,443 New Q4 2025 Feb 17, 2026
BlueSky Wealth Advisors, LLC History Added to 1,186,483 38,857 5.12% 5.24% 28 +22,243 1.91% Q4 2025 Jan 26, 2026
COOPER/HAIMS ADVISORS, LLC History Reduced 1,186,145 38,846 17.65% 19.36% 29 -55,389 -4.46% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 1,088,577 35,650 0.01% 0.0% 30 +1,061,978 3992.55% Q4 2025 Feb 17, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 1,075,580 35,225 5.75% 5.85% 31 +25,733 2.45% Q4 2025 Jan 27, 2026
Wealthspire Advisors, LLC History Reduced 1,008,030 33,012 0.26% 0.33% 32 -887,206 -46.81% Q4 2025 Feb 13, 2026
McAdam, LLC History Reduced 982,428 32,174 1.47% 1.65% 33 -18,369 -1.84% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Reduced 964,691 31,593 0.89% 0.97% 34 -54,023 -5.3% Q4 2025 Feb 10, 2026
Mountain Capital Investment Advisors Inc. History Added to 849,835 29,421 4.75% 4.51% 35 +87,320 11.45% Q4 2025 Jan 28, 2026
HBK Sorce Advisory LLC History Reduced 808,459 28,255 0.65% 1.23% 36 -657,300 -44.84% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 844,223 27,649 0.04% 0.05% 37 +9,341 1.12% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 836,196 27,385 0.03% 0.03% 38 +10,127 1.23% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 795,145 26,039 0.29% 0.28% 39 +45,089 6.01% Q4 2025 Feb 02, 2026
SCS Capital Management LLC History Reduced 742,539 24,318 0.26% 0.27% 40 -3,463 -0.46% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 679,591 22,256 0.0% 0.0% 41 +9,496 1.42% Q4 2025 Jan 29, 2026
Charles Schwab Trust Co History Added to 668,273 21,885 1.44% 1.46% 42 +25,574 3.98% Q4 2025 Jan 09, 2026
Ballentine Partners, LLC History Reduced 660,482 21,630 0.3% 0.33% 43 -45,947 -6.5% Q4 2025 Feb 03, 2026
93 Financial Group, LLC History New 645,316 21,134 9.2% — 44 +645,316 New Q4 2025 Feb 20, 2026
OSAIC HOLDINGS, INC. History Added to 578,013 18,931 0.03% 0.02% 45 +44,889 8.42% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 557,043 18,254 0.03% 0.03% 46 +102,596 22.58% Q4 2025 Feb 05, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 515,022 16,866 5.08% 5.12% 47 +23,862 4.86% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Reduced 506,867 16,599 0.13% 0.17% 48 -10,144 -1.96% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 499,216 16,349 0.02% 0.03% 49 +14,498 2.99% Q4 2025 Feb 13, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 499,044 16,343 3.85% 4.07% 50 +3,229 0.65% Q4 2025 Feb 02, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 490,698 16,070 0.0% 0.01% 51 -506,494 -50.79% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 488,798 16,008 0.0% 0.0% 52 +4,549 0.94% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 487,497 15,965 0.02% 0.02% 53 +10,455 2.19% Q4 2025 Feb 12, 2026
Alliance Wealth Management Group History Reduced 482,441 15,799 3.47% 3.77% 54 -26,100 -5.13% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 482,441 15,799 2.49% 2.72% 55 -26,100 -5.13% Q4 2025 Jan 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 467,279 15,303 0.27% 0.48% 56 -254,286 -35.24% Q4 2025 Jan 16, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 464,056 15,197 1.14% 1.18% 57 +10,926 2.41% Q4 2025 Feb 04, 2026
TruNorth Capital Management, LLC History Added to 451,942 14,801 2.81% 2.95% 58 +5,643 1.26% Q4 2025 Feb 11, 2026
Procyon Advisors, LLC History Reduced 448,515 14,688 0.73% 0.89% 59 -247 -0.06% Q4 2025 Jan 07, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 448,219 14,679 0.55% 0.57% 60 -5,732 -1.26% Q4 2025 Feb 13, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 447,679 14,661 3.86% 0.57% 61 +389,106 664.31% Q4 2025 Feb 13, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 428,583 14,036 3.91% 3.91% 62 +3,453 0.81% Q4 2025 Jan 13, 2026
DRW Securities, LLC History Added to 411,908 13,489 0.36% 0.01% 63 +393,065 2086.0% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 378,078 12,382 0.0% 0.0% 64 +16,325 4.51% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 365,221 11,961 0.0% — 65 +365,221 New Q4 2025 Feb 17, 2026
CABOT WEALTH MANAGEMENT INC History Added to 361,205 11,829 1.31% 1.26% 66 +20,940 6.15% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 355,418 11,639 0.04% — 67 +355,418 New Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 354,472 11,608 0.28% 0.3% 68 -3,078 -0.86% Q4 2025 Feb 17, 2026
Gemmer Asset Management LLC History Added to 350,116 11,466 0.88% 0.75% 69 +71,360 25.6% Q4 2025 Jan 23, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 339,263 11,110 0.45% 0.44% 70 +15,918 4.92% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Reduced 333,466 10,921 0.05% 0.05% 71 -248 -0.07% Q4 2025 Feb 17, 2026
SigFig Wealth Management, LLC History Reduced 331,347 10,903 0.32% 0.35% 72 -7,460 -2.2% Q4 2025 Jan 16, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 331,410 10,853 3.02% 3.03% 73 +16,932 5.38% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 331,156 10,845 0.02% 0.02% 74 +83,214 33.56% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 330,831 10,835 0.03% 0.03% 75 +26,860 8.84% Q4 2025 Feb 05, 2026
Brand Asset Management Group, Inc. History Reduced 328,061 10,743 3.0% 3.14% 76 -6,331 -1.89% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 324,351 10,622 0.13% 0.14% 77 -18,562 -5.41% Q4 2025 Jan 21, 2026
HC Advisors, LLC History Reduced 323,731 10,602 7.33% 7.73% 78 -6,175 -1.87% Q4 2025 Feb 11, 2026
Red Tortoise LLC History Added to 314,658 10,305 4.37% 4.42% 79 +9,518 3.12% Q4 2025 Jan 22, 2026
AlphaCore Capital LLC History Reduced 310,853 10,180 0.23% 0.37% 80 -17,738 -5.4% Q4 2025 Feb 05, 2026
Main Street Financial Solutions, LLC History Added to 304,716 9,979 0.75% 0.63% 81 +9,438 3.2% Q4 2025 Feb 17, 2026
MorganRosel Wealth Management, LLC History Added to 299,921 9,822 2.46% 2.57% 82 +2,826 0.95% Q4 2025 Feb 13, 2026
Seneca Financial Advisors LLC History Added to 298,144 9,764 2.97% 3.19% 83 +5,205 1.78% Q4 2025 Jan 26, 2026
Steele Capital Management, Inc. History Reduced 294,008 9,628 0.41% 0.44% 84 -3,231 -1.09% Q4 2025 Jan 27, 2026
Garde Capital, Inc. History Reduced 284,077 9,303 0.55% 0.47% 85 -6,365 -2.19% Q4 2025 Feb 10, 2026
Visionary Wealth Advisors History Added to 278,266 9,113 0.41% 0.42% 86 +8,484 3.14% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 277,602 9,091 0.0% 0.0% 87 +18,198 7.02% Q4 2025 Feb 17, 2026
Apriem Advisors History Added to 274,019 8,974 0.82% 0.84% 88 +6,890 2.58% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Reduced 265,105 8,931 0.31% 0.34% 89 -7,018 -2.58% Q4 2025 Jan 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 270,164 8,848 0.13% 0.17% 90 -73,881 -21.47% Q4 2025 Feb 09, 2026
BALLAST ADVISORS LLC History Added to 268,831 8,804 2.43% 2.47% 91 +469 0.17% Q4 2025 Feb 03, 2026
Invst, LLC History Added to 262,008 8,580 0.93% 0.94% 92 +13,898 5.6% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 259,086 8,485 0.0% 0.0% 93 +18,123 7.52% Q4 2025 Feb 18, 2026
PRINCIPAL SECURITIES, INC. History Added to 249,855 8,182 0.13% 0.09% 94 +88,898 55.23% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 246,270 8,065 0.2% 0.21% 95 +2,038 0.83% Q4 2025 Jan 28, 2026
Boltwood Capital Management History Reduced 241,731 7,916 2.06% 2.15% 96 -221 -0.09% Q4 2025 Jan 02, 2026
Savant Capital, LLC History Reduced 238,720 7,818 0.04% 0.05% 97 -4,221 -1.74% Q4 2025 Feb 10, 2026
St. Louis Trust Co History No change 231,273 7,574 0.87% 0.96% 98 0 0.0% Q4 2025 Feb 09, 2026
Boyd Wealth Management, LLC History Reduced 230,030 7,533 3.19% 6.8% 99 -242,985 -51.37% Q4 2025 Jan 28, 2026
Nicholas Hoffman & Company, LLC. History Added to 229,295 7,509 0.17% 0.18% 100 +2,031 0.89% Q4 2025 Feb 02, 2026
SIERRA OCEAN, LLC History Added to 225,814 7,395 6.12% 6.15% 101 +6,583 3.0% Q4 2025 Feb 06, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 225,694 7,391 1.07% 1.06% 102 +10,607 4.93% Q4 2025 Jan 28, 2026
Sherwood Financial Partners, LLC History Reduced 223,677 7,325 6.31% 6.53% 103 -573 -0.26% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History New 221,427 7,251 0.0% — 104 +221,427 New Q4 2025 Feb 12, 2026
Payne Capital Management, LLC History Added to 217,412 7,120 2.25% 2.28% 105 +5,630 2.66% Q4 2025 Feb 02, 2026
Courage Miller Partners, LLC History Reduced 208,440 6,826 2.06% 2.17% 106 -8,793 -4.05% Q4 2025 Jan 26, 2026
Ackerman Capital Advisors, LLC History Reduced 205,547 6,731 1.35% 1.46% 107 -3,766 -1.8% Q4 2025 Feb 11, 2026
L2 Asset Management, LLC History Added to 204,827 6,708 0.9% 0.63% 108 +75,068 57.85% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 202,059 6,617 0.05% 0.06% 110 +6,251 3.19% Q4 2025 Feb 18, 2026
Strid Group, LLC History Added to 202,049 6,617 0.82% 0.83% 109 +5,416 2.75% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Added to 199,791 6,543 0.01% 0.01% 111 +585 0.29% Q4 2025 Feb 13, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 194,635 6,374 1.48% 1.58% 112 -1,161 -0.59% Q4 2025 Jan 14, 2026
Johnson Financial Group, LLC History Added to 191,573 6,274 0.39% 0.47% 113 +37,218 24.11% Q4 2025 Feb 10, 2026
Almanack Investment Partners, LLC. History Added to 188,219 6,164 1.05% 0.78% 114 +37,071 24.53% Q4 2025 Jan 29, 2026
WBH ADVISORY INC History Added to 187,394 6,137 0.45% 0.46% 115 +6,046 3.33% Q4 2025 Jan 26, 2026
POWER WEALTH MANAGEMENT LLC History Added to 185,275 6,067 2.14% 2.24% 116 +597 0.32% Q4 2025 Feb 17, 2026
Guardian Financial Partners, LLC History Reduced 184,556 6,044 2.55% 2.78% 117 -12,856 -6.51% Q4 2025 Jan 14, 2026
ZACKS INVESTMENT MANAGEMENT History New 182,782 5,986 0.05% — 118 +182,782 New Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 181,527 5,945 0.26% 0.24% 119 +9,169 5.32% Q4 2025 Feb 17, 2026
CX Institutional History Added to 179,023 5,863 0.17% 0.18% 120 +4,933 2.83% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Reduced 176,712 5,787 0.07% 0.07% 121 -10,150 -5.43% Q4 2025 Feb 05, 2026
LifePlan Investment Advisors, Inc. History Added to 175,217 5,738 2.34% 2.44% 122 +877 0.5% Q4 2025 Feb 09, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 20,731 5,635 2.73% 0.42% 123 -4,717 -18.54% Q4 2025 Jan 09, 2026
Kestra Advisory Services, LLC History Added to 171,355 5,611 0.02% 0.03% 124 +506 0.3% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Added to 168,339 5,513 0.06% 0.06% 125 +3,219 1.95% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History Added to 166,756 5,461 0.76% 0.79% 126 +14,178 9.29% Q4 2025 Jan 23, 2026
PINKERTON WEALTH, LLC History Added to 166,628 5,457 0.56% 0.56% 127 +10,920 7.01% Q4 2025 Feb 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 164,095 5,374 0.3% 0.32% 128 +1,091 0.67% Q4 2025 Jan 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 163,469 5,353 0.34% 0.36% 129 -1,223 -0.74% Q4 2025 Jan 23, 2026
Brightwater Advisory LLC History Added to 160,459 5,255 3.55% 3.67% 130 +378 0.24% Q4 2025 Feb 12, 2026
Rockbridge Investment Management, LCC History Reduced 160,258 5,248 0.49% 0.57% 131 -13,874 -7.97% Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Reduced 159,786 5,233 0.1% 0.1% 132 -4,505 -2.74% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 158,942 5,205 0.03% — 133 +158,942 New Q4 2025 Feb 18, 2026
MAI Capital Management History Added to 157,923 5,171 0.03% 0.03% 134 +2,562 1.65% Q4 2025 Feb 13, 2026
Fairway Financial, LLC History Added to 157,772 5,167 3.9% 3.97% 135 +6,928 4.59% Q4 2025 Feb 04, 2026
Joule Financial, LLC History Reduced 156,365 5,120 1.53% 1.63% 136 -6,535 -4.01% Q4 2025 Jan 20, 2026
Wakefield Asset Management LLLP History Reduced 155,159 5,081 1.38% 1.45% 137 -4,369 -2.74% Q4 2025 Feb 05, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 154,337 5,054 0.1% 0.11% 138 -14,887 -8.8% Q4 2025 Feb 05, 2026
FIDELIS iM, LLC History Added to 154,023 5,044 1.96% 1.73% 139 +62,530 68.34% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Added to 153,314 5,021 0.09% 0.1% 140 +4,536 3.05% Q4 2025 Jan 16, 2026
Texas Yale Capital Corp. History Added to 152,040 4,979 0.15% 0.14% 141 +14,136 10.25% Q4 2025 Feb 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 151,826 4,972 0.08% 0.08% 142 -9,177 -5.7% Q4 2025 Jan 22, 2026
Bangor Savings Bank History Reduced 151,201 4,951 0.4% 0.42% 143 -1,434 -0.94% Q4 2025 Jan 16, 2026
MML INVESTORS SERVICES, LLC History Added to 149,948 4,910 0.01% 0.01% 144 +6,448 4.49% Q4 2025 Feb 13, 2026
Upper Left Wealth Management, LLC History Reduced 147,746 4,838 2.95% 3.11% 145 -762 -0.51% Q4 2025 Jan 22, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 146,975 4,812 0.43% 0.51% 146 -1,142 -0.77% Q4 2025 Jan 30, 2026
Marotta Asset Management History Reduced 144,223 4,723 0.87% 0.98% 147 -10,467 -6.77% Q4 2025 Jan 07, 2026
Farther Finance Advisors, LLC History Added to 142,260 4,659 0.05% 0.05% 148 +37,122 35.31% Q4 2025 Jan 23, 2026
Sightline Wealth Advisors, LLC History Reduced 141,438 4,632 1.97% 2.22% 149 -5,926 -4.02% Q4 2025 Jan 26, 2026
Bishop & Co Investment Management, LLC History Reduced 139,871 4,580 1.52% 1.58% 150 -1,764 -1.25% Q4 2025 Jan 21, 2026
Plum Street Advisors, LLC History Added to 139,650 4,573 1.63% 1.68% 151 +8,912 6.82% Q4 2025 Feb 13, 2026
Fortis Capital Management LLC History Reduced 139,072 4,554 0.6% 0.71% 152 -13,230 -8.69% Q4 2025 Feb 13, 2026
RKL Wealth Management LLC History Added to 136,526 4,471 0.37% 0.39% 153 +604 0.44% Q4 2025 Feb 12, 2026
SHERMAN PORFOLIOS, LLC History New 134,105 4,391 0.3% — 154 +134,105 New Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 131,407 4,303 0.29% 0.28% 155 +8,855 7.23% Q4 2025 Feb 20, 2026
White & Co Financial Planning Inc History Reduced 130,252 4,265 3.19% 3.27% 156 -49 -0.04% Q4 2025 Jan 20, 2026
Ausdal Financial Partners, Inc. History Added to 127,134 4,163 0.19% 0.19% 157 +7,274 6.07% Q4 2025 Feb 13, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 125,973 4,125 1.76% 1.82% 158 -1,064 -0.84% Q4 2025 Jan 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 125,284 4,103 0.22% 0.25% 159 +6,495 5.47% Q4 2025 Jan 26, 2026
Vivaldi Capital Management LP History Added to 124,943 4,091 0.56% 0.56% 160 +5,944 4.99% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 124,601 4,080 0.06% 0.06% 161 +4,005 3.32% Q4 2025 Feb 02, 2026
Creekside Partners History Added to 124,237 4,068 1.72% 1.7% 162 +8,249 7.11% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 123,942 4,059 0.3% 0.32% 163 -119 -0.1% Q4 2025 Jan 20, 2026
Jacobs Equity LLC History New 123,361 4,040 3.89% — 164 +123,361 New Q4 2025 Feb 19, 2026
Bogart Wealth, LLC History Reduced 122,909 4,025 0.16% 0.17% 165 -161 -0.13% Q4 2025 Jan 30, 2026
Apollon Wealth Management, LLC History Added to 120,853 3,957 0.07% 0.07% 166 +5,650 4.9% Q4 2025 Jan 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 120,022 3,930 0.05% 0.06% 167 -8,425 -6.56% Q4 2025 Jan 22, 2026
WealthShield Partners, LLC History Added to 119,803 3,924 0.43% 0.42% 168 +9,161 8.28% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History Added to 118,942 3,895 1.2% 0.0% 169 +118,862 148577.5% Q4 2025 Feb 17, 2026
ZynergyRetirementPlanningLLC History Added to 118,623 3,884 2.39% 2.43% 170 +2,955 2.55% Q4 2025 Jan 09, 2026
Cascade Financial Partners, LLC History Reduced 118,468 3,879 0.39% 0.45% 171 -297 -0.25% Q4 2025 Feb 06, 2026
Asset Allocation Strategies LLC History Added to 117,892 3,860 0.71% 0.73% 172 +7,552 6.84% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 117,045 3,833 0.0% 0.0% 173 +50,363 75.53% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 115,264 3,774 0.0% 0.0% 174 +6,069 5.56% Q4 2025 Feb 10, 2026
Stonekeep Investments, LLC History Reduced 114,738 3,758 2.4% 2.45% 175 -1,202 -1.04% Q4 2025 Jan 07, 2026
Accurate Wealth Management, LLC History Added to 108,607 3,668 0.47% 0.44% 176 +9,009 9.05% Q4 2025 Jan 14, 2026
Pioneer Wealth Management Group History Added to 111,045 3,636 1.1% 1.1% 177 +8,566 8.36% Q4 2025 Jan 12, 2026
Fort Point Capital Partners LLC History Added to 105,794 3,635 0.41% 0.38% 178 +8,739 9.0% Q4 2025 Feb 13, 2026
Seek First Inc. History Added to 110,931 3,632 2.5% 2.55% 179 +4,472 4.2% Q4 2025 Jan 30, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 110,895 3,631 0.3% 0.32% 180 +338 0.31% Q4 2025 Feb 03, 2026
Gleason Group, Inc. History Reduced 110,710 3,625 0.36% 0.38% 181 -1,214 -1.08% Q4 2025 Jan 15, 2026
MYECFO, LLC History Reduced 109,901 3,599 1.53% 1.67% 182 -8 -0.01% Q4 2025 Jan 12, 2026
OLD MISSION CAPITAL LLC History New 109,671 3,591 0.08% — 183 +109,671 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 108,955 3,568 0.02% 0.03% 184 -1,318 -1.2% Q4 2025 Feb 17, 2026
Destination Wealth Management History Added to 106,569 3,490 0.09% 0.1% 185 +1,987 1.9% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History Reduced 105,488 3,454 0.23% 0.25% 186 -2,105 -1.96% Q4 2025 Jan 13, 2026
Betterment LLC History Reduced 105,449 3,453 0.01% 0.01% 187 -3,424 -3.14% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Added to 104,065 3,408 0.06% 0.06% 188 +10,808 11.59% Q4 2025 Jan 13, 2026
Omega Financial Group, LLC History Added to 102,205 3,347 1.1% 1.12% 189 +499 0.49% Q4 2025 Jan 28, 2026
Strategic Financial Planning, Inc. History Reduced 101,832 3,335 1.9% 1.99% 190 -1,112 -1.08% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 99,546 3,260 0.0% 0.0% 191 -14,762 -12.91% Q4 2025 Feb 13, 2026
Lee Financial Co History Reduced 97,708 3,199 0.43% 0.41% 192 -15 -0.02% Q4 2025 Jan 22, 2026
GeoWealth Management, LLC History Added to 97,659 3,198 0.12% 0.05% 193 +55,566 132.01% Q4 2025 Feb 17, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 97,383 3,189 1.57% 1.55% 194 -251 -0.26% Q4 2025 Feb 09, 2026
BCK Partners, Inc. History Reduced 97,118 3,180 1.72% 1.83% 195 -4,626 -4.55% Q4 2025 Jan 28, 2026
Bleakley Financial Group, LLC History Added to 96,026 3,144 0.05% 0.07% 196 +4,916 5.4% Q4 2025 Feb 09, 2026
TPG Advisors LLC History Added to 92,856 3,041 1.89% 1.88% 197 +7,210 8.42% Q4 2025 Jan 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 91,781 3,005 0.06% 0.06% 198 +1,976 2.2% Q4 2025 Feb 12, 2026
Curbstone Financial Management Corp History Added to 91,500 2,996 0.57% 0.56% 199 +4,650 5.35% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History Added to 91,338 2,991 0.01% 0.0% 200 +42,394 86.62% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 91,127 2,984 0.12% 0.13% 201 +609 0.67% Q4 2025 Feb 09, 2026
Orcam Financial Group History Added to 89,737 2,938 2.2% 2.36% 202 +2,099 2.4% Q4 2025 Feb 06, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 89,637 2,935 0.05% 0.06% 203 -2,630 -2.85% Q4 2025 Jan 28, 2026
Sollinda Capital Management LLC History Added to 89,582 2,933 0.75% 0.71% 204 +12,022 15.5% Q4 2025 Jan 15, 2026
North Forty Two & Co. History Added to 88,610 2,901 2.74% 2.67% 205 +6,570 8.01% Q4 2025 Feb 09, 2026
Ifrah Financial Services, Inc. History Reduced 88,529 2,899 0.74% 0.77% 206 -1,040 -1.16% Q4 2025 Jan 22, 2026
Arnold Financial Planning LLC History New 86,958 2,847 2.93% — 207 +86,958 New Q4 2025 Jan 27, 2026
Kingsview Wealth Management, LLC History Added to 86,819 2,843 0.04% 0.02% 208 +52,010 149.42% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 86,401 2,829 0.02% 0.02% 209 +1,872 2.21% Q4 2025 Feb 03, 2026
FAS Wealth Partners, Inc. History Reduced 85,639 2,804 0.18% 0.2% 210 -1,095 -1.26% Q4 2025 Feb 18, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 85,362 2,795 0.24% 0.25% 211 -980 -1.14% Q4 2025 Jan 15, 2026
Private Advisor Group, LLC History Reduced 85,173 2,789 0.01% 0.01% 212 -471 -0.55% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 82,130 2,689 0.06% 0.06% 213 +347 0.42% Q4 2025 Feb 02, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 81,886 2,681 0.31% 0.33% 214 +963 1.19% Q4 2025 Jan 12, 2026
Holistic Financial Partners History Added to 81,539 2,670 0.97% 1.04% 215 +5,053 6.61% Q4 2025 Jan 07, 2026
Asset Management Group, Inc. History Added to 80,922 2,650 0.43% 0.43% 216 +2,126 2.7% Q4 2025 Feb 17, 2026
Arcataur Capital Management LLC History Reduced 80,135 2,624 0.75% 0.81% 217 -2,287 -2.77% Q4 2025 Jan 27, 2026
MBE Wealth Management, LLC History Reduced 79,350 2,598 1.09% 1.15% 218 -305 -0.38% Q4 2025 Jan 21, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 78,705 2,577 0.06% 0.07% 219 -2,476 -3.05% Q4 2025 Feb 03, 2026
Goldstone Financial Group, LLC History Added to 78,642 2,575 0.29% 0.24% 220 +17,438 28.49% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Reduced 78,342 2,565 0.22% 0.24% 221 -4,193 -5.08% Q4 2025 Feb 02, 2026
BCS Wealth Management History Added to 77,312 2,532 0.26% 0.28% 222 +40,120 107.87% Q4 2025 Jan 26, 2026
Chesapeake Wealth Management History Added to 77,201 2,528 0.75% 0.78% 223 +796 1.04% Q4 2025 Feb 03, 2026
Etesian Wealth Advisors, Inc. History Added to 77,139 2,526 0.79% 0.85% 224 +408 0.53% Q4 2025 Feb 11, 2026
Williams Financial, LLC History New 76,782 2,514 1.45% — 225 +76,782 New Q4 2025 Feb 02, 2026
Tortoise Investment Management, LLC History Reduced 75,116 2,460 0.22% 0.23% 226 -2,038 -2.64% Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 73,510 2,407 0.04% 0.05% 227 -5,136 -6.53% Q4 2025 Jan 23, 2026
Curtis Advisory Group, LLC History Added to 72,990 2,390 0.5% 0.12% 228 +56,832 351.73% Q4 2025 Jan 23, 2026
Diversified Trust Co History Added to 72,925 2,388 0.04% 0.04% 229 +5,410 8.01% Q4 2025 Jan 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 72,713 2,381 0.24% 0.24% 230 +3,831 5.56% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History Reduced 71,670 2,347 0.01% 0.01% 231 -12,355 -14.7% Q4 2025 Feb 18, 2026
Breakwater Investment Management History Reduced 71,528 2,342 0.85% 0.92% 232 -3,115 -4.17% Q4 2025 Feb 02, 2026
Walkner Condon Financial Advisors LLC History Added to 71,435 2,337 0.32% 0.38% 233 +396 0.56% Q4 2025 Jan 21, 2026
Oakwell Private Wealth Management, LLC History No change 70,151 2,297 0.43% 0.47% 234 0 0.0% Q4 2025 Jan 30, 2026
INTEGRITY ALLIANCE, LLC. History Added to 70,080 2,295 0.08% 0.11% 235 +2,068 3.04% Q4 2025 Feb 09, 2026
Nikulski Financial, Inc. History Added to 69,269 2,268 0.54% 0.24% 236 +40,880 144.0% Q4 2025 Jan 15, 2026
Roberts Wealth Advisors, LLC History Reduced 69,055 2,261 0.59% 0.62% 237 -1,181 -1.68% Q4 2025 Jan 13, 2026
World Investment Advisors History Reduced 68,959 2,258 0.04% 0.06% 238 -13,172 -16.04% Q4 2025 Mar 12, 2026
Cambridge Financial Group, LLC History Added to 77,979 2,257 0.78% 0.64% 239 +18,332 30.73% Q4 2025 Jan 09, 2026
Diversified Enterprises, LLC History Added to 68,900 2,256 0.13% 0.14% 240 +7,846 12.85% Q4 2025 Jan 28, 2026
Allen Capital Group, LLC History Added to 68,774 2,252 0.21% 0.2% 241 +5,308 8.36% Q4 2025 Feb 09, 2026
HANCOCK WHITNEY CORP History Added to 68,491 2,243 0.04% 0.04% 242 +2,582 3.92% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Reduced 67,742 2,218 0.03% 0.03% 243 -2,514 -3.58% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History Reduced 66,902 2,191 0.07% 0.07% 244 -305 -0.45% Q4 2025 Jan 06, 2026
NATIXIS ADVISORS, LLC History Added to 65,398 2,142 0.0% 0.0% 245 +12,612 23.89% Q4 2025 Feb 10, 2026
Embree Financial Group History Reduced 64,507 2,112 0.26% 0.31% 246 -5,875 -8.35% Q4 2025 Jan 14, 2026
Blankinship & Foster, LLC History Reduced 64,103 2,099 0.45% 0.48% 247 -1,872 -2.84% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History Added to 64,010 2,096 0.07% 0.07% 248 +1,342 2.14% Q4 2025 Jan 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 62,172 2,036 0.0% 0.0% 249 +8,837 16.57% Q4 2025 Feb 17, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 61,510 2,014 0.23% 0.24% 250 -255 -0.41% Q4 2025 Feb 12, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 61,203 2,004 0.45% 0.47% 251 -126 -0.21% Q4 2025 Jan 14, 2026
CAP Partners, LLC History Added to 60,656 1,986 1.13% 1.07% 252 +4,367 7.76% Q4 2025 Feb 04, 2026
Meramec Financial Planners, LLC History New 56,619 1,978 0.77% — 253 +56,619 New Q4 2025 Feb 10, 2026
STEVENS CAPITAL PARTNERS History Added to 59,995 1,964 0.51% 0.12% 254 +47,992 399.83% Q4 2025 Jan 27, 2026
James J. Burns & Company, LLC History Added to 59,816 1,959 0.27% 0.29% 255 +577 0.97% Q4 2025 Jan 23, 2026
Winthrop Capital Management, LLC History Added to 59,713 1,956 0.46% 0.47% 256 +1,484 2.55% Q4 2025 Feb 10, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History Reduced 55,958 1,955 1.42% 1.91% 257 -20,342 -26.66% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 59,636 1,953 0.07% 0.07% 258 +1,145 1.96% Q4 2025 Jan 13, 2026
Anchor Investment Management, LLC History Reduced 59,271 1,941 0.16% 0.17% 259 -816 -1.36% Q4 2025 Feb 26, 2026
WEST PACES ADVISORS INC. History Added to 58,581 1,918 0.37% 0.39% 260 +64 0.11% Q4 2025 Jan 21, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 57,534 1,884 0.24% 0.25% 261 +525 0.92% Q4 2025 Jan 14, 2026
Valeo Financial Advisors, LLC History Added to 57,145 1,871 0.04% 0.04% 262 +706 1.25% Q4 2025 Feb 04, 2026
Allworth Financial LP History New 55,446 1,815 0.01% — 263 +55,446 New Q4 2025 Feb 05, 2026
Veridan Wealth LLC History Added to 54,463 1,783 0.6% 0.61% 264 +1,192 2.24% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 53,779 1,761 0.03% 0.04% 265 -3,857 -6.69% Q4 2025 Feb 19, 2026
Capital Investment Advisory Services, LLC History Added to 52,488 1,718 0.12% 0.13% 266 +5,165 10.91% Q4 2025 Jan 21, 2026
Passive Capital Management, LLC. History Added to 52,357 1,714 0.54% 0.55% 267 +2,101 4.18% Q4 2025 Feb 05, 2026
GOLDMAN SACHS GROUP INC History Added to 51,060 1,672 0.0% 0.0% 268 +2,814 5.83% Q4 2025 Mar 25, 2026
Elevated Financial Group LLC History New 51,013 1,670 0.58% — 269 +51,013 New Q4 2025 Jan 29, 2026
Nalls Sherbakoff Group, LLC History Reduced 50,853 1,665 1.2% 1.43% 270 -12,586 -19.84% Q4 2025 Mar 12, 2026
Soltis Investment Advisors LLC History Added to 50,587 1,656 0.11% 0.11% 271 +2,710 5.66% Q4 2025 Apr 02, 2026
Opus Capital Group, LLC History Reduced 50,524 1,655 0.18% 0.19% 272 -54 -0.11% Q4 2025 Jan 30, 2026
Global Retirement Partners, LLC History Added to 50,432 1,651 0.03% 0.03% 274 +6,050 13.63% Q4 2025 Feb 06, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 50,413 1,651 0.02% 0.02% 273 -934 -1.82% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History Reduced 50,414 1,651 0.26% 0.28% 275 -142 -0.28% Q4 2025 Feb 24, 2026
BAILARD, INC. History Added to 50,347 1,648 0.04% 0.04% 276 +148 0.29% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Reduced 50,087 1,640 0.01% 0.01% 277 -893 -1.75% Q4 2025 Feb 13, 2026
Indie Asset Partners, LLC History Reduced 49,718 1,628 1.82% 2.33% 278 -2,809 -5.35% Q4 2025 Feb 03, 2026
Rialto Wealth Management, LLC History Added to 48,079 1,574 0.38% 0.38% 279 +4,471 10.25% Q4 2025 Jan 12, 2026
Clay Northam Wealth Management, LLC History Reduced 47,556 1,557 0.86% 0.92% 280 -541 -1.12% Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Reduced 47,130 1,543 0.03% 0.04% 281 -9,325 -16.52% Q4 2025 Feb 13, 2026
Armor Investment Advisors, LLC History Reduced 47,104 1,542 0.57% 0.54% 282 -4,206 -8.2% Q4 2025 Feb 05, 2026
Athena Investment Management History Added to 46,474 1,522 0.78% 0.8% 283 +437 0.95% Q4 2025 Feb 12, 2026
Noble Family Wealth, LLC History Reduced 46,033 1,507 0.32% 0.34% 284 -502 -1.08% Q4 2025 Jan 07, 2026
Modera Wealth Management, LLC History Reduced 45,229 1,481 0.02% 0.02% 285 -946 -2.05% Q4 2025 Jan 21, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 44,766 1,466 0.04% 0.05% 286 -2,293 -4.87% Q4 2025 Feb 13, 2026
Payne Capital LLC History Added to 44,392 1,453 1.48% 1.5% 287 +90 0.2% Q4 2025 Jan 20, 2026
HB Wealth Management, LLC History Reduced 43,223 1,415 0.01% 0.01% 288 -533 -1.22% Q4 2025 Jan 28, 2026
OneDigital Investment Advisors LLC History Reduced 43,196 1,414 0.01% 0.02% 289 -639 -1.46% Q4 2025 Feb 13, 2026
Greenline Partners, LLC History Added to 42,815 1,402 0.16% 0.17% 290 +112 0.26% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 42,694 1,399 0.09% 0.11% 291 -1,506 -3.41% Q4 2025 Jan 15, 2026
Roundview Capital LLC History Added to 42,373 1,387 0.09% 0.08% 292 +6,249 17.3% Q4 2025 Feb 09, 2026
Foster Group, Inc. History Added to 41,899 1,372 0.04% 0.04% 293 +1,024 2.51% Q4 2025 Jan 12, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 41,661 1,364 0.15% 0.1% 294 +14,476 53.25% Q4 2025 Jan 29, 2026
Alpha Omega Wealth Management LLC History Added to 41,349 1,354 0.22% 0.23% 295 +495 1.21% Q4 2025 Jan 22, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 38,106 1,351 1.74% 1.32% 296 +11,606 43.8% Q4 2025 Feb 23, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 40,847 1,338 0.36% 0.3% 297 +5,043 14.09% Q4 2025 Feb 09, 2026
Ignite Planners, LLC History Reduced 38,862 1,336 0.2% 0.23% 298 -3,919 -9.16% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 40,432 1,324 0.08% 0.09% 299 +283 0.7% Q4 2025 Feb 06, 2026
Values Added Financial LLC History Added to 40,070 1,312 0.55% 0.59% 300 +90 0.23% Q4 2025 Jan 16, 2026
OLIO Financial Planning History Reduced 39,868 1,305 0.37% 0.44% 301 -5,175 -11.49% Q4 2025 Jan 21, 2026
Johnson Bixby & Associates, LLC History Reduced 39,813 1,303 0.16% 0.18% 302 -1,771 -4.26% Q4 2025 Jan 14, 2026
Windward Private Wealth Management Inc. History Reduced 39,701 1,300 0.45% 0.52% 303 -5,419 -12.01% Q4 2025 Feb 02, 2026
Trust Point Inc. History No change 39,468 1,292 0.1% 0.11% 304 0 0.0% Q4 2025 Jan 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 39,238 1,285 0.03% — 305 +39,238 New Q4 2025 Feb 17, 2026
Madden Advisory Services, Inc. History Reduced 38,969 1,276 0.51% 0.51% 306 -724 -1.82% Q4 2025 Feb 11, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 38,939 1,275 0.28% 0.29% 307 -70 -0.18% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 38,779 1,269 0.02% 0.02% 308 +18,907 95.14% Q4 2025 Feb 11, 2026
Emerald Advisors, LLC History Reduced 38,603 1,264 0.17% 0.18% 309 -1,370 -3.43% Q4 2025 Jan 27, 2026
Concurrent Investment Advisors, LLC History Added to 38,364 1,256 0.01% 0.02% 310 +7,625 24.81% Q4 2025 Jan 29, 2026
FSM Wealth Advisors, LLC History Added to 38,100 1,247 0.17% 0.17% 311 +1,411 3.85% Q4 2025 Jan 23, 2026
Disciplined Investors, L.L.C. History Added to 37,988 1,244 0.82% 0.87% 313 +1,455 3.98% Q4 2025 Feb 10, 2026
Bond & Devick Financial Network, Inc. History No change 38,000 1,244 0.35% 0.38% 312 0 0.0% Q4 2025 Jan 14, 2026
SeaCrest Wealth Management, LLC History Reduced 36,831 1,240 0.13% 0.13% 314 -212 -0.57% Q4 2025 Jan 12, 2026
Ironwood Wealth Management, LLC. History Reduced 37,554 1,229 0.36% 0.42% 315 -24 -0.06% Q4 2025 Feb 02, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 36,713 1,202 0.06% 0.06% 316 -430 -1.16% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 36,523 1,196 0.0% 0.0% 317 -2,060 -5.34% Q4 2025 Jan 26, 2026
Sunburst Financial Group, LLC History Reduced 36,534 1,196 0.24% 0.26% 318 -756 -2.03% Q4 2025 Jan 21, 2026
COMERICA BANK History Added to 36,151 1,183 0.0% 0.0% 319 +2,299 6.79% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 35,808 1,172 0.03% 0.03% 320 +6,307 21.38% Q4 2025 Feb 06, 2026
MONEYWISE, INC. History New 35,729 1,170 0.49% — 321 +35,729 New Q4 2025 Feb 05, 2026
Empower Advisory Group, LLC History Reduced 35,642 1,167 0.0% 0.0% 322 -7,976 -18.29% Q4 2025 Feb 12, 2026
Global Financial Private Client, LLC History Reduced 35,316 1,156 0.41% 0.42% 323 -355 -1.0% Q4 2025 Jan 27, 2026
Arete Wealth Advisors, LLC History Added to 35,222 1,154 0.07% 0.05% 324 +9,917 39.19% Q4 2025 Feb 13, 2026
Armbruster Capital Management, Inc. History Reduced 35,170 1,151 0.19% 0.2% 325 -115 -0.33% Q4 2025 Jan 23, 2026
TRUIST FINANCIAL CORP History Reduced 35,058 1,148 0.0% 0.0% 326 -924 -2.57% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Reduced 34,925 1,143 0.0% 0.0% 327 -87 -0.25% Q4 2025 Feb 12, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 34,861 1,141 0.12% 0.13% 328 +691 2.02% Q4 2025 Feb 18, 2026
L.K. Benson & Company, P.C. History Added to 34,839 1,140 0.57% 0.61% 329 +665 1.95% Q4 2025 Feb 06, 2026
Wilkins Miller Wealth Management, LLC History Reduced 34,489 1,129 0.67% 0.74% 330 -1,014 -2.86% Q4 2025 Jan 21, 2026
Savvy Advisors, Inc. History Added to 34,398 1,126 0.04% 0.05% 331 +3,804 12.43% Q4 2025 Jan 20, 2026
Chicago Partners Investment Group LLC History Added to 32,449 1,123 0.03% 0.03% 332 +1,511 4.88% Q4 2025 Jan 28, 2026
Strategic Blueprint, LLC History Added to 33,475 1,096 0.06% 0.04% 333 +5,881 21.31% Q4 2025 Jan 30, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 33,335 1,091 0.08% 0.08% 334 +1,550 4.88% Q4 2025 Feb 12, 2026
J. Derek Lewis & Associates Inc. History New 32,963 1,079 0.25% — 335 +32,963 New Q4 2025 Mar 23, 2026
TUDOR INVESTMENT CORP ET AL History New 32,784 1,073 0.0% — 336 +32,784 New Q4 2025 Feb 17, 2026
Whitcomb & Hess, Inc. History Added to 31,254 1,067 0.25% 0.26% 337 +619 2.02% Q4 2025 Jan 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 32,563 1,066 0.01% 0.02% 338 -14,282 -30.49% Q4 2025 Feb 11, 2026
Simplicity Wealth,LLC History Reduced 32,339 1,059 0.06% 0.07% 339 -2,039 -5.93% Q4 2025 Jan 30, 2026
Alaska Wealth Advisors, LLC History Added to 32,237 1,055 0.13% 0.12% 340 +4,180 14.9% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 32,152 1,052 0.08% 0.08% 341 +200 0.63% Q4 2025 Feb 11, 2026
Navigation Wealth Management, Inc. History Added to 32,036 1,049 1.56% 1.39% 342 +3,676 12.96% Q4 2025 Jan 29, 2026
KEYVANTAGE WEALTH, LLC History Reduced 32,035 1,049 0.45% 0.45% 343 -213 -0.66% Q4 2025 Feb 10, 2026
Fort Vancouver Investment Management, LLC History Reduced 31,590 1,034 0.55% 0.59% 344 -21 -0.07% Q4 2025 Feb 06, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 31,404 1,028 0.49% 0.53% 345 -1,685 -5.09% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 31,260 1,023 0.03% 0.02% 346 +6,087 24.18% Q4 2025 Feb 11, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 31,160 1,020 0.06% 0.06% 347 0 0.0% Q4 2025 Feb 13, 2026
Element Wealth, LLC History Reduced 30,673 1,004 0.41% 0.45% 348 -216 -0.7% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 30,252 990 0.04% 0.04% 349 +357 1.19% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 30,252 990 0.15% 0.16% 350 +357 1.19% Q4 2025 Jan 27, 2026
WJ Financial Advisors LLC History Added to 29,869 978 0.87% 0.96% 351 +60 0.2% Q4 2025 Feb 02, 2026
Orion Porfolio Solutions, LLC History Reduced 29,830 976 0.01% 0.01% 352 -246 -0.82% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 29,753 974 0.04% 0.04% 353 -2,252 -7.04% Q4 2025 Feb 06, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 29,672 971 0.59% 0.64% 354 -386 -1.28% Q4 2025 Jan 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 29,527 967 0.0% 0.0% 355 +10,409 54.45% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Added to 29,486 965 0.22% 0.24% 356 +3 0.01% Q4 2025 Feb 13, 2026
Morling Financial Advisors, LLC History No change 29,392 962 0.3% 0.32% 357 0 0.0% Q4 2025 Feb 06, 2026
M1 Capital Management LLC History Added to 29,155 954 0.4% 0.36% 358 +4,454 18.03% Q4 2025 Feb 13, 2026
FinDec Wealth Services, Inc. History No change 29,017 950 1.02% 1.0% 359 0 0.0% Q4 2025 Feb 09, 2026
Vawter Financial, Ltd. History Reduced 28,787 942 0.4% 0.46% 360 -1,496 -4.94% Q4 2025 Feb 02, 2026
SEI INVESTMENTS CO History Added to 28,542 934 0.0% 0.0% 361 +405 1.44% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 28,402 930 0.01% 0.0% 362 +11,199 65.1% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 28,240 924 0.0% 0.0% 363 +3,020 11.97% Q4 2025 Feb 02, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 28,164 922 0.28% 0.3% 364 -359 -1.26% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 27,947 915 0.0% 0.0% 365 +1,098 4.09% Q4 2025 Feb 12, 2026
WorthPointe, LLC History Added to 27,875 912 0.24% 0.16% 366 +14,910 115.0% Q4 2025 Jan 26, 2026
ALTFEST L J & CO INC History Reduced 27,827 911 0.1% 0.11% 367 -2,121 -7.08% Q4 2025 Jan 23, 2026
Argos Wealth Advisors, LLC History New 27,785 909 0.24% — 368 +27,785 New Q4 2025 Feb 04, 2026
Merit Financial Group, LLC History Added to 27,620 904 0.01% 0.01% 369 +1,352 5.15% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO History No change 26,631 903 0.01% 0.01% 370 0 0.0% Q4 2025 Jan 26, 2026
Per Stirling Capital Management, LLC. History Added to 27,558 902 0.1% 0.11% 371 +16 0.06% Q4 2025 Feb 17, 2026
Westmount Partners, LLC History No change 27,508 900 0.22% 0.24% 372 0 0.0% Q4 2025 Jan 15, 2026
Csenge Advisory Group History Added to 27,467 899 0.04% 0.04% 373 +2,374 9.46% Q4 2025 Feb 06, 2026
Clearwater Capital Advisors, LLC History Added to 27,143 888 0.07% 0.07% 374 +1,112 4.27% Q4 2025 Feb 09, 2026
Broadview Financial Management, LLC History Reduced 27,085 887 0.59% 0.65% 375 -1,710 -5.94% Q4 2025 Feb 13, 2026
WLTH Capital Management, LLC History New 25,095 883 0.68% — 376 +25,095 New Q4 2025 Feb 24, 2026
CVA Family Office, LLC History Reduced 26,930 881 0.1% 0.12% 377 -426 -1.56% Q4 2025 Jan 12, 2026
Balboa Wealth Partners History Reduced 26,168 857 0.14% 0.16% 378 -1,176 -4.3% Q4 2025 Jan 16, 2026
OneAscent Financial Services LLC History New 26,025 852 0.08% — 379 +26,025 New Q4 2025 Feb 11, 2026
Brookstone Capital Management History Added to 25,970 850 0.01% 0.01% 380 +443 1.74% Q4 2025 Jan 15, 2026
Kearns & Associates LLC History Added to 25,848 846 0.44% 0.45% 381 +610 2.42% Q4 2025 Jan 08, 2026
Everhart Financial Group, Inc. History Added to 25,657 840 0.08% 0.09% 382 +151 0.59% Q4 2025 Jan 07, 2026
Koshinski Asset Management, Inc. History Reduced 25,406 832 0.05% 0.06% 383 -361 -1.4% Q4 2025 Feb 03, 2026
Firestone Capital Management History Reduced 25,389 831 0.18% 0.2% 385 -2,528 -9.06% Q4 2025 Feb 09, 2026
Sigma Planning Corp History Reduced 25,398 831 0.02% 0.02% 384 -238 -0.93% Q4 2025 Jan 30, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Added to 25,331 829 0.13% 0.15% 386 +761 3.1% Q4 2025 Jan 15, 2026
Smartleaf Asset Management LLC History Added to 25,277 828 0.03% 0.04% 387 +3,715 17.23% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 25,275 827 0.01% 0.02% 388 -9,359 -27.02% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 25,258 827 0.0% 0.0% 389 +915 3.76% Q4 2025 Mar 16, 2026
Phil A. Younker & Associates, Ltd. History No change 25,180 824 0.57% 0.64% 390 0 0.0% Q4 2025 Jan 27, 2026
BLAIR WILLIAM & CO/IL History Reduced 25,120 822 0.0% 0.0% 391 -3,874 -13.36% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 24,911 815 0.0% 0.0% 392 +3,725 17.58% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 24,858 814 0.0% 0.0% 393 +545 2.24% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History Reduced 24,698 808 0.58% 0.63% 394 -626 -2.47% Q4 2025 Feb 10, 2026
Tempus Wealth Planning, LLC History Added to 24,327 796 0.18% 0.18% 395 +614 2.59% Q4 2025 Jan 16, 2026
Fonville Wealth Management LLC History Added to 24,292 795 0.16% 0.18% 396 +9 0.04% Q4 2025 Jan 23, 2026
Sand Hill Global Advisors, LLC History Added to 24,140 790 0.03% 0.03% 397 +348 1.46% Q4 2025 Feb 12, 2026
SAGE FINANCIAL GROUP INC History Added to 24,113 789 0.05% 0.05% 398 +862 3.71% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Reduced 23,851 781 0.01% 0.03% 399 -19,595 -45.1% Q4 2025 Feb 03, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 23,753 777 0.15% 0.15% 400 -1,066 -4.3% Q4 2025 Feb 09, 2026
HHM Wealth Advisors, LLC History Reduced 23,488 769 0.09% 0.1% 401 -2,739 -10.44% Q4 2025 Jan 22, 2026
Parsonex Advisory Services, Inc. History Added to 23,494 769 0.49% 0.52% 402 +753 3.31% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Added to 23,209 760 0.02% 0.02% 403 +126 0.55% Q4 2025 Feb 11, 2026
Valued Wealth Advisors LLC History Added to 22,945 751 0.33% 0.35% 404 +264 1.16% Q4 2025 Jan 30, 2026
FIRST MANHATTAN CO. LLC. History Reduced 22,887 749 0.0% 0.0% 405 -404 -1.73% Q4 2025 Feb 17, 2026
MCF Advisors LLC History Added to 22,695 743 0.04% 0.05% 406 +448 2.01% Q4 2025 Feb 11, 2026
COMMERCE BANK History Added to 22,663 742 0.0% 0.0% 407 +2,432 12.02% Q4 2025 Feb 13, 2026
Asset Dedication, LLC History Reduced 22,633 741 0.05% 0.05% 408 -1,909 -7.78% Q4 2025 Jan 26, 2026
Squarepoint Ops LLC History New 22,065 722 0.0% — 409 +22,065 New Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 22,044 721 0.0% — 410 +22,044 New Q4 2025 Feb 17, 2026
Aspen Investment Management Inc History Added to 21,998 720 0.22% 0.28% 411 +41 0.19% Q4 2025 Feb 06, 2026
BCWM, LLC History Added to 21,976 719 0.22% 0.21% 412 +778 3.67% Q4 2025 Feb 11, 2026
FC Advisory LLC History Reduced 21,813 714 0.21% 0.22% 413 -459 -2.06% Q4 2025 Jan 13, 2026
Fragasso Financial Advisors Inc History Reduced 21,090 690 0.04% 0.05% 414 -648 -2.98% Q4 2025 Jan 07, 2026
Y-Intercept (Hong Kong) Ltd History No change 20,963 686 0.02% 0.02% 415 0 0.0% Q4 2025 Feb 13, 2026
Avant Financial Advisors LLC History Added to 20,849 682 0.49% 0.5% 417 +1,009 5.09% Q4 2025 Jan 15, 2026
Clearview Wealth Advisors LLC History Reduced 20,830 682 0.43% 0.45% 416 -234 -1.11% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 20,789 678 0.03% — 419 +20,789 New Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 20,731 678 0.01% 0.01% 418 +490 2.42% Q4 2025 Feb 13, 2026
Aegis Wealth Management LLC History Added to 20,669 676 0.38% 0.37% 420 +120 0.58% Q4 2025 Jan 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 20,640 675 0.0% 0.0% 421 +5,962 40.62% Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 20,088 657 0.13% 0.12% 422 +1,789 9.78% Q4 2025 Jan 12, 2026
Evensky & Katz LLC History Added to 19,964 654 0.04% 0.04% 423 +1,203 6.41% Q4 2025 Feb 05, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 18,572 653 0.64% — 424 +18,572 New Q4 2025 Feb 17, 2026
Falcon Wealth Planning History Reduced 19,897 651 0.05% 0.06% 425 -252 -1.25% Q4 2025 Feb 03, 2026
Directional Asset Management History New 19,813 648 0.57% — 426 +19,813 New Q4 2025 Jan 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 19,727 646 0.01% 0.01% 427 -1,328 -6.31% Q4 2025 Feb 09, 2026
IF Advisors, LLC History New 19,403 635 0.52% — 429 +19,403 New Q4 2025 Feb 10, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 19,395 635 0.11% 0.12% 428 -59 -0.3% Q4 2025 Jan 21, 2026
Elser Financial Planning, Inc History Reduced 19,374 634 0.46% 0.79% 430 -149 -0.76% Q4 2025 Jan 15, 2026
Rosenberg Matthew Hamilton History Reduced 19,233 629 0.13% 0.14% 431 -31 -0.16% Q4 2025 Jan 05, 2026
Rothschild Wealth LLC History Reduced 19,114 625 0.06% 0.18% 432 -6,092 -24.17% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History New 18,497 605 0.01% — 433 +18,497 New Q4 2025 Feb 17, 2026
Coastwise Capital Group, LLC History Added to 18,354 601 0.3% 0.42% 434 +530 2.97% Q4 2025 Feb 12, 2026
FF Advisors,LLC History Reduced 18,276 598 0.27% 0.3% 435 -250 -1.35% Q4 2025 Feb 13, 2026
HORAN Wealth, LLC History Added to 18,127 593 0.09% 0.08% 436 +2,821 18.43% Q4 2025 Feb 04, 2026
PDS Planning, Inc History Added to 18,072 591 0.04% 0.02% 437 +8,844 95.84% Q4 2025 Jan 26, 2026
Meeder Advisory Services, Inc. History Added to 18,065 591 0.03% 0.03% 438 +598 3.42% Q4 2025 Feb 11, 2026
Sachetta, LLC History Added to 18,041 590 0.32% 0.22% 439 +279 1.57% Q4 2025 Feb 02, 2026
RESTON WEALTH MANAGEMENT LLC History Reduced 17,814 583 0.18% 0.22% 440 -2,394 -11.85% Q4 2025 Feb 12, 2026
BWM Planning, LLC History No change 17,828 583 0.16% 0.18% 441 0 0.0% Q4 2025 Jan 14, 2026
Abacus Planning Group, Inc. History Reduced 17,480 572 0.08% 0.09% 442 -2,261 -11.45% Q4 2025 Jan 16, 2026
Worth Asset Management, LLC History Added to 17,472 572 0.24% 0.26% 443 +97 0.56% Q4 2025 Jan 14, 2026
Wealthfront Advisers LLC History Added to 17,363 568 0.0% 0.0% 444 +1,807 11.62% Q4 2025 Jan 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 17,211 563 0.01% 0.01% 445 +290 1.71% Q4 2025 Feb 06, 2026
SYM FINANCIAL Corp History Added to 17,166 562 0.06% 0.06% 446 +1,432 9.1% Q4 2025 Feb 13, 2026
Clarity Capital Advisors, LLC History Added to 17,178 562 0.28% 0.3% 448 +473 2.83% Q4 2025 Feb 11, 2026
Cherry Tree Wealth Management, LLC History Added to 17,173 562 0.12% 0.12% 447 +173 1.02% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Reduced 17,152 561 0.0% 0.0% 449 -5,886 -25.55% Q4 2025 Feb 13, 2026
Laraway Financial Advisors Inc History Reduced 17,148 561 0.37% 0.39% 450 -48 -0.28% Q4 2025 Feb 13, 2026
Amicus Financial Advisors, LLC History New 16,945 554 0.15% — 451 +16,945 New Q4 2025 Mar 02, 2026
WealthPlan Investment Management, LLC History Reduced 16,845 551 0.04% 0.04% 453 -387 -2.25% Q4 2025 Feb 05, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 16,855 551 0.08% 0.09% 452 -214 -1.25% Q4 2025 Feb 09, 2026
Smith Partners Wealth Management, LLC History New 16,787 549 0.51% — 454 +16,787 New Q4 2025 Feb 13, 2026
Modus Advisors, LLC History Reduced 16,703 547 0.14% 0.15% 455 -66 -0.39% Q4 2025 Feb 11, 2026
Apella Capital, LLC History New 16,623 544 0.01% — 456 +16,623 New Q4 2025 Jan 21, 2026
Acropolis Investment Management, LLC History No change 16,512 540 0.02% 0.03% 457 0 0.0% Q4 2025 Jan 14, 2026
Modern Wealth Management, LLC History No change 16,494 540 0.01% 0.01% 458 0 0.0% Q4 2025 Feb 17, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 16,458 539 0.18% 0.2% 459 -834 -4.82% Q4 2025 Jan 15, 2026
EJMK Ventures LLC History New 16,386 536 0.33% — 460 +16,386 New Q4 2025 Mar 03, 2026
SHP Wealth Management History New 16,344 535 0.04% — 461 +16,344 New Q4 2025 Mar 04, 2026
Gambit Capital Management, LLC History New 16,283 533 0.38% — 462 +16,283 New Q4 2025 Feb 06, 2026
CHOREO, LLC History Reduced 16,218 531 0.01% 0.01% 463 -1,381 -7.85% Q4 2025 Jan 23, 2026
Lido Advisors, LLC History Added to 15,870 527 0.0% 0.0% 464 +2,305 16.99% Q4 2025 Feb 10, 2026
Wilson & Boucher Capital Management, LLC History Added to 16,107 527 0.35% 0.35% 465 +12 0.07% Q4 2025 Feb 05, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 15,981 523 0.15% 0.15% 466 +229 1.45% Q4 2025 Feb 12, 2026
FOSTER & MOTLEY INC History Reduced 15,930 522 0.03% 0.03% 467 -1,750 -9.9% Q4 2025 Jan 15, 2026
SFMG, LLC History Added to 15,858 519 0.03% 0.04% 468 +11 0.07% Q4 2025 Feb 10, 2026
Victrix Investment Advisors History New 15,578 510 0.2% — 470 +15,578 New Q4 2025 Feb 11, 2026
One Capital Management, LLC History Reduced 15,595 510 0.02% 0.02% 469 -1,808 -10.39% Q4 2025 Feb 10, 2026
Advyzon Investment Management, LLC History Added to 15,440 505 0.06% 0.05% 471 +6,839 79.51% Q4 2025 Feb 13, 2026
Oldfather Financial Services, LLC History Added to 15,400 504 0.15% 0.15% 472 +914 6.31% Q4 2025 Jan 16, 2026
Red Door Wealth Management, LLC History Added to 15,360 503 0.05% 0.05% 473 +487 3.27% Q4 2025 Jan 20, 2026
Sterling Financial Planning, Inc. History Reduced 15,235 498 0.15% 0.16% 474 -415 -2.65% Q4 2025 Jan 27, 2026
NICOLET BANKSHARES INC History No change 15,092 494 0.08% 0.08% 475 0 0.0% Q4 2025 Feb 09, 2026
BIP Wealth, LLC History Reduced 14,943 489 0.02% 0.03% 476 -1,629 -9.83% Q4 2025 Jan 21, 2026
SACHEM HILL LLC History Reduced 14,893 487 0.09% 0.1% 477 -665 -4.27% Q4 2025 Feb 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 14,801 484 0.05% 0.06% 478 -191 -1.27% Q4 2025 Jan 22, 2026
Wealthspire Retirement, LLC History Reduced 14,730 482 0.03% 0.03% 479 -481 -3.16% Q4 2025 Feb 18, 2026
United Advisor Group, LLC History Added to 14,716 481 0.06% 0.05% 480 +4,196 39.89% Q4 2025 Jan 26, 2026
Rehmann Capital Advisory Group History No change 14,683 480 0.03% 0.03% 481 0 0.0% Q4 2025 Mar 04, 2026
PARK AVENUE SECURITIES LLC History Reduced 14,611 479 0.0% 0.0% 482 -1,190 -7.53% Q4 2025 Jan 05, 2026
Cornerstone Wealth Group, LLC History Added to 14,643 479 0.03% 0.03% 483 +4 0.03% Q4 2025 Jan 26, 2026
Flaharty Asset Management, LLC History Added to 14,579 477 0.06% 0.05% 484 +3,344 29.76% Q4 2025 Feb 06, 2026
Abound Wealth Management History Added to 14,551 476 0.11% 0.12% 485 +172 1.2% Q4 2025 Jan 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 14,531 475 0.05% 0.06% 486 -330 -2.22% Q4 2025 Jan 20, 2026
Gradient Capital Advisors, LLC History Reduced 14,532 475 0.12% 0.13% 487 -198 -1.34% Q4 2025 Feb 06, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 14,499 474 0.01% 0.01% 488 -100 -0.68% Q4 2025 Jan 12, 2026
Smart Portfolios, LLC History Reduced 14,495 474 0.47% 0.47% 489 -55 -0.38% Q4 2025 Jan 30, 2026
Larson Financial Group LLC History Added to 14,495 474 0.02% 0.02% 490 +40 0.28% Q4 2025 Feb 06, 2026
Livet Wealth, LLC History New 14,343 469 0.29% — 491 +14,343 New Q4 2025 Feb 13, 2026
Evanson Asset Management, LLC History Added to 14,245 466 0.03% 0.03% 494 +179 1.27% Q4 2025 Jan 12, 2026
Retirement Planning Group, LLC History Added to 14,256 466 0.02% 0.02% 493 +27 0.19% Q4 2025 Feb 03, 2026
Dorsey & Whitney Trust CO LLC History Reduced 14,259 466 0.02% 0.03% 492 -3 -0.02% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Added to 14,221 465 0.0% 0.0% 496 +5,074 55.47% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 14,220 465 0.02% 0.02% 495 +178 1.27% Q4 2025 Feb 04, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History New 14,158 463 0.43% — 497 +14,158 New Q4 2025 Feb 12, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 14,070 460 0.16% 0.17% 498 +180 1.3% Q4 2025 Jan 27, 2026
Pine Valley Investments Ltd Liability Co History Added to 14,014 458 0.02% 0.02% 499 +1,296 10.19% Q4 2025 Feb 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 13,906 455 0.05% — 500 +13,906 New Q4 2025 Feb 13, 2026
Birchwood Financial Partners, Inc. History New 13,898 455 0.45% — 502 +13,898 New Q4 2025 Feb 19, 2026
Cooke Wealth Management, LLC History New 13,315 455 0.4% — 501 +13,315 New Q4 2025 Jan 21, 2026
MOTIVE WEALTH ADVISORS History Reduced 13,696 448 0.19% 0.22% 503 -1,740 -11.27% Q4 2025 Jan 15, 2026
Diversified Portfolios, Inc. History Added to 13,649 447 0.04% 0.04% 504 +87 0.64% Q4 2025 Feb 09, 2026
Apeiron RIA LLC History Added to 12,800 442 0.09% 0.1% 505 +3 0.02% Q4 2025 Feb 03, 2026
PFG Advisors History Added to 13,302 435 0.02% 0.01% 506 +3,926 41.87% Q4 2025 Jan 27, 2026
Yoffe Investment Management, LLC History No change 13,228 433 0.55% 0.57% 507 0 0.0% Q4 2025 Jan 26, 2026
Geometric Wealth Advisors History Added to 13,180 431 0.06% 0.06% 508 +32 0.24% Q4 2025 Feb 06, 2026
Summit Financial Strategies, Inc. History Reduced 13,113 429 0.04% 0.04% 509 -230 -1.72% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 13,039 427 0.02% 0.02% 510 +142 1.1% Q4 2025 Jan 20, 2026
Pflug Koory, LLC History Added to 13,000 425 0.2% 0.2% 512 +574 4.62% Q4 2025 Jan 20, 2026
SWS Partners History Reduced 12,981 425 0.1% 0.11% 511 -218 -1.65% Q4 2025 Jan 16, 2026
Alteri Wealth LLC History Added to 12,813 419 0.14% 0.12% 513 +2,183 20.54% Q4 2025 Feb 11, 2026
Sunesis Advisors, LLC History No change 12,698 415 0.19% 0.2% 514 0 0.0% Q4 2025 Feb 02, 2026
Grey Ledge Advisors, LLC History Added to 12,671 414 0.09% 0.1% 515 +16 0.13% Q4 2025 Feb 05, 2026
VAN STRUM & TOWNE INC. History New 12,551 411 0.11% — 516 +12,551 New Q4 2025 Feb 03, 2026
Waterford Advisors, LLC History Reduced 12,580 410 0.16% 0.45% 517 -26,580 -67.88% Q4 2025 Feb 20, 2026
CDKV HOLDINGS LLC History New 12,547 410 0.34% — 518 +12,547 New Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 12,491 409 0.03% 0.02% 519 +3,656 41.38% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History Reduced 12,409 406 0.01% 0.01% 520 -121 -0.97% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Added to 12,325 403 0.01% 0.01% 521 +114 0.93% Q4 2025 Feb 03, 2026
Hardin Capital Partners, LLC History Added to 12,252 401 0.19% 0.22% 522 +21 0.17% Q4 2025 Jan 09, 2026
SAX WEALTH ADVISORS, LLC History Reduced 12,234 400 0.02% 0.02% 523 -25 -0.2% Q4 2025 Jan 12, 2026
Aspiring Ventures, LLC History Reduced 12,199 399 0.14% 0.15% 524 -1,160 -8.68% Q4 2025 Jan 27, 2026
Comprehensive Money Management Services LLC History No change 12,133 397 0.27% 0.29% 525 0 0.0% Q4 2025 Jan 22, 2026
First Growth Capital LLC History New 11,062 394 0.35% — 526 +11,062 New Q4 2025 Feb 19, 2026
Strive Financial Group ,LLC History New 12,022 393 0.19% — 527 +12,022 New Q4 2025 Feb 18, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 11,975 392 0.0% 0.0% 528 +1,918 19.07% Q4 2025 Feb 11, 2026
CacheTech Inc. History New 11,964 391 0.07% — 529 +11,964 New Q4 2025 Feb 18, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 11,910 390 0.24% 0.26% 530 0 0.0% Q4 2025 Feb 24, 2026
APPLETON PARTNERS INC/MA History No change 11,884 389 0.03% 0.03% 531 0 0.0% Q4 2025 Jan 09, 2026
Pure Financial Advisors, LLC History Reduced 11,816 386 0.07% 0.01% 532 -865 -6.82% Q4 2025 Mar 04, 2026
Warwick Investment Management, Inc. History Reduced 11,794 386 0.06% 0.07% 533 -23 -0.19% Q4 2025 Jan 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 11,733 384 0.01% 0.01% 534 -484 -3.96% Q4 2025 Jan 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 11,702 383 0.01% 0.01% 535 -4,076 -25.83% Q4 2025 Feb 10, 2026
IFC & Insurance Marketing, Inc. History New 11,652 382 0.38% — 537 +11,652 New Q4 2025 Feb 12, 2026
Capital Planning LLC History Reduced 11,410 382 0.11% 0.2% 536 -9,548 -45.56% Q4 2025 Jan 23, 2026
Bensler, LLC History Reduced 11,659 381 0.04% 0.04% 538 -342 -2.85% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Reduced 11,558 378 0.0% 0.01% 540 -28,723 -71.31% Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History Added to 11,544 378 0.05% 0.05% 539 +13 0.11% Q4 2025 Jan 12, 2026
LOM Asset Management Ltd History Added to 11,400 373 0.11% 0.08% 541 +3,400 42.5% Q4 2025 Jan 23, 2026
Paragon Private Wealth Management, LLC History Reduced 11,162 365 0.11% 0.15% 542 -2,511 -18.36% Q4 2025 Feb 11, 2026
Creegan & Nassoura Financial Group, LLC History No change 11,090 363 0.24% 0.24% 543 0 0.0% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 11,074 362 0.01% 0.01% 545 +1,258 12.82% Q4 2025 Feb 19, 2026
BFSG, LLC History Reduced 11,074 362 0.04% 0.04% 544 -959 -7.97% Q4 2025 Jan 22, 2026
Gilbert & Cook, Inc. History No change 11,030 361 0.05% 0.05% 546 0 0.0% Q4 2025 Jan 07, 2026
OLD NATIONAL BANCORP /IN/ History No change 10,985 359 0.01% 0.01% 547 0 0.0% Q4 2025 Jan 28, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 10,898 356 0.02% 0.02% 548 +185 1.73% Q4 2025 Jan 20, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 10,668 349 0.02% 0.02% 549 +324 3.13% Q4 2025 Feb 03, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 10,531 344 0.15% 0.14% 550 +1,272 13.74% Q4 2025 Feb 05, 2026
StoneX Group Inc. History Reduced 10,500 343 0.01% 0.02% 551 -1,860 -15.05% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 10,463 342 0.01% 0.01% 552 +923 9.68% Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History Reduced 10,432 342 0.04% 0.04% 553 -481 -4.41% Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History No change 10,447 342 0.04% 0.04% 554 0 0.0% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 10,414 341 0.0% 0.0% 555 -2,263 -17.85% Q4 2025 Feb 13, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 10,414 341 0.0% 0.0% 556 -2,263 -17.85% Q4 2025 Feb 13, 2026
Empirical Asset Management, LLC History Reduced 10,392 340 0.1% 0.1% 557 -268 -2.51% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Reduced 10,368 339 0.01% 0.01% 559 -6,963 -40.18% Q4 2025 Jan 20, 2026
Janney Montgomery Scott LLC History Reduced 10,346 339 0.0% 0.0% 558 -262 -2.47% Q4 2025 Feb 11, 2026
Integrated Advisors Network LLC History Reduced 10,328 338 0.01% 0.02% 560 -1,493 -12.63% Q4 2025 Feb 17, 2026
Front Row Advisors LLC History Added to 10,253 335 0.11% 0.11% 561 +2 0.02% Q4 2025 Feb 12, 2026
BSW Wealth Partners History Reduced 10,178 333 0.04% 0.05% 562 -920 -8.29% Q4 2025 Jan 23, 2026
Twele Capital Management, Inc. History Reduced 10,076 329 0.06% 0.06% 563 -64 -0.63% Q4 2025 Jan 09, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 10,073 329 0.25% 0.27% 564 0 0.0% Q4 2025 Feb 10, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Reduced 10,024 328 0.3% 0.32% 565 -119 -1.17% Q4 2025 Feb 05, 2026
Schaeffer Financial LLC History Added to 9,944 325 0.28% 0.3% 566 +112 1.14% Q4 2025 Jan 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 9,899 324 0.01% 0.01% 567 +650 7.03% Q4 2025 Jan 27, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 9,864 323 0.2% — 568 +9,864 New Q4 2025 Feb 13, 2026
Thrive Wealth Management, LLC History Added to 9,869 323 0.05% 0.05% 570 +844 9.35% Q4 2025 Jan 12, 2026
Argent Trust Co History No change 9,864 323 0.01% 0.01% 569 0 0.0% Q4 2025 Feb 10, 2026
Snider Financial Group History Reduced 9,772 320 0.09% 0.09% 571 -514 -5.0% Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 9,760 319 0.25% — 573 +9,760 New Q4 2025 Feb 11, 2026
VSM Wealth Advisory, LLC History Reduced 9,759 319 0.1% 0.1% 572 -28 -0.29% Q4 2025 Feb 06, 2026
Ameritas Advisory Services, LLC History Added to 9,728 318 0.01% 0.02% 574 +1,916 24.53% Q4 2025 Feb 04, 2026
HOWE & RUSLING INC History Added to 9,700 317 0.02% 0.01% 575 +4,602 90.27% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History Added to 8,946 315 0.01% 0.01% 576 +1,526 20.57% Q4 2025 Jan 29, 2026
Global Strategic Investment Solutions, LLC History Added to 9,639 315 0.03% 0.03% 577 +11 0.11% Q4 2025 Jan 29, 2026
Richardson Capital Management LLC History Added to 9,592 314 0.16% 0.15% 578 +215 2.29% Q4 2025 Jan 30, 2026
ETF Store, Inc. History Added to 9,566 313 0.32% 0.33% 579 +251 2.69% Q4 2025 Jan 22, 2026
Great Waters Wealth Management History Added to 9,548 312 0.03% 0.04% 580 +196 2.1% Q4 2025 Jan 15, 2026
Rollins Financial Advisors, LLC History Added to 9,509 311 0.05% 0.04% 581 +903 10.49% Q4 2025 Feb 04, 2026
WARNER FINANCIAL, INC History Added to 9,449 309 0.11% 0.12% 582 +225 2.44% Q4 2025 Jan 21, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 9,292 304 0.07% 0.07% 584 +89 0.97% Q4 2025 Jan 20, 2026
Freestone Capital Holdings, LLC History No change 9,306 304 0.01% 0.01% 583 0 0.0% Q4 2025 Jan 23, 2026
RCW Management, LLC History New 9,173 300 0.3% — 587 +9,173 New Q4 2025 Jan 30, 2026
Vermillion Wealth Management, Inc. History Added to 9,168 300 0.12% 0.07% 586 +1,335 17.04% Q4 2025 Feb 11, 2026
MARIETTA INVESTMENT PARTNERS LLC History Added to 9,186 300 0.06% 0.05% 585 +1,054 12.96% Q4 2025 Feb 10, 2026
Washington Trust Advisors, Inc. History Reduced 9,089 297 0.02% 0.02% 589 -566 -5.86% Q4 2025 Feb 03, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 9,091 297 0.05% 0.05% 588 -332 -3.52% Q4 2025 Jan 07, 2026
Arlington Trust Co LLC History Reduced 9,061 296 0.03% 0.07% 591 -3,000 -24.87% Q4 2025 Jan 30, 2026
Private Capital Management, LLC History Added to 9,045 296 0.03% 0.03% 590 +338 3.88% Q4 2025 Feb 17, 2026
Plancorp, LLC History Reduced 9,020 295 0.01% 0.01% 592 -1,766 -16.37% Q4 2025 Feb 05, 2026
AE Wealth Management LLC History Added to 8,980 294 0.0% 0.0% 593 +402 4.69% Q4 2025 Jan 26, 2026
J.W. COLE ADVISORS, INC. History Added to 10,635 292 0.01% 0.01% 594 +253 2.44% Q4 2025 Feb 11, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 8,879 290 0.16% 0.18% 595 -92 -1.03% Q4 2025 Feb 03, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 8,803 288 0.08% 0.08% 596 +44 0.5% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History New 8,361 287 0.02% — 598 +8,361 New Q4 2025 Jan 20, 2026
Avantax Planning Partners, Inc. History No change 8,788 287 0.01% 0.01% 597 0 0.0% Q4 2025 Feb 05, 2026
Joseph P. Lucia & Associates, LLC History No change 8,734 286 0.1% 0.11% 599 0 0.0% Q4 2025 Jan 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 8,724 285 0.0% 0.0% 600 +1,850 26.91% Q4 2025 Feb 13, 2026
Guardian Wealth Advisors, LLC History Added to 8,708 285 0.16% 0.16% 601 +59 0.68% Q4 2025 Feb 02, 2026
Downshift Financial, LLC History New 8,342 284 0.18% — 603 +8,342 New Q4 2025 Mar 11, 2026
Dynamic Advisor Solutions LLC History Reduced 8,687 284 0.01% 0.01% 602 -2,283 -20.81% Q4 2025 Jan 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 8,593 281 0.0% — 604 +8,593 New Q4 2025 Feb 13, 2026
Glaxis Capital Management, LLC History Added to 8,588 281 0.48% 0.46% 605 +237 2.84% Q4 2025 Feb 12, 2026
McKinley Carter Wealth Services, Inc. History Reduced 8,576 280 0.02% 0.03% 606 -6,489 -43.07% Q4 2025 Feb 06, 2026
Planned Solutions, Inc. History Reduced 8,398 275 0.09% 0.13% 608 -2,953 -26.02% Q4 2025 Jan 28, 2026
Parkshore Wealth Management, Inc. History Added to 8,399 275 0.1% 0.11% 609 +204 2.49% Q4 2025 Feb 09, 2026
Cordant, Inc. History Added to 8,412 275 0.12% 0.13% 607 +36 0.43% Q4 2025 Jan 12, 2026
Flower City Capital History Added to 8,388 274 0.14% 0.13% 610 +1,117 15.36% Q4 2025 Jan 22, 2026
Stratos Wealth Partners, LTD. History Added to 8,337 273 0.0% 0.0% 611 +272 3.37% Q4 2025 Jan 20, 2026
Pine Haven Investment Counsel, Inc History No change 8,322 272 0.19% 0.2% 612 0 0.0% Q4 2025 Jan 08, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 8,288 271 0.09% 0.1% 613 -80 -0.96% Q4 2025 Feb 09, 2026
Stratos Wealth Advisors, LLC History Reduced 8,231 269 0.01% 0.02% 614 -1,987 -19.45% Q4 2025 Jan 20, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 8,200 268 0.11% 0.12% 615 0 0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 8,160 267 0.0% 0.0% 616 +705 9.46% Q4 2025 Feb 11, 2026
Stirlingshire Investments, Inc. History New 8,144 266 0.24% — 618 +8,144 New Q4 2025 Feb 11, 2026
SAGE RHINO CAPITAL LLC History Added to 8,150 266 0.05% 0.05% 617 +225 2.84% Q4 2025 Jan 30, 2026
Fisher Asset Management, LLC History New 8,052 263 0.0% — 619 +8,052 New Q4 2025 Feb 09, 2026
Carnegie Investment Counsel History New 8,028 262 0.0% — 620 +8,028 New Q4 2025 Jan 23, 2026
Castleview Partners, LLC History Added to 8,004 262 0.13% 0.14% 621 +202 2.59% Q4 2025 Jan 12, 2026
Stone Summit Wealth LLC History Reduced 8,011 262 0.07% 0.08% 622 -64 -0.79% Q4 2025 Jan 27, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 7,975 261 0.08% 0.1% 623 -1,498 -15.81% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,905 258 0.01% 0.01% 625 +875 12.45% Q4 2025 Jan 29, 2026
PRIVATE TRUST CO NA History Reduced 7,905 258 0.02% 0.02% 624 -236 -2.9% Q4 2025 Jan 26, 2026
Advisory Alpha, LLC History Added to 7,864 257 0.01% 0.01% 626 +209 2.73% Q4 2025 Feb 06, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 7,817 256 0.14% 0.14% 627 +162 2.12% Q4 2025 Feb 05, 2026
VICTORY FINANCIAL GROUP, LLC History New 7,651 250 0.03% — 628 +7,651 New Q4 2025 Jan 15, 2026
SLT Holdings LLC History No change 7,655 250 0.16% 0.16% 629 0 0.0% Q4 2025 Feb 09, 2026
Capital Investment Advisors, LLC History Reduced 7,600 248 0.0% 0.0% 630 -448 -5.57% Q4 2025 Jan 13, 2026
Zhang Financial LLC History Added to 7,582 248 0.01% 0.01% 631 +97 1.3% Q4 2025 Feb 10, 2026
UNIQUE WEALTH, LLC History Added to 7,506 245 0.03% 0.03% 632 +871 13.13% Q4 2025 Jan 06, 2026
Caprock Group, LLC History Reduced 7,451 244 0.01% 0.01% 633 -696 -8.54% Q4 2025 Jan 28, 2026
CLUNE & ASSOCIATES, LTD. History Added to 7,474 244 0.05% 0.06% 634 +232 3.2% Q4 2025 Feb 09, 2026
American Trust History Added to 7,411 242 0.02% 0.02% 635 +1,248 20.25% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 7,303 239 0.01% 0.01% 636 +1,026 16.35% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 7,261 237 0.01% 0.01% 637 -220 -2.94% Q4 2025 Feb 02, 2026
DBK Financial Counsel, LLC History No change 7,249 237 0.18% 0.2% 638 0 0.0% Q4 2025 Jan 26, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 7,069 231 0.16% 0.15% 639 +144 2.08% Q4 2025 Feb 04, 2026
Liberty Capital Management, Inc. History No change 7,037 230 0.04% 0.04% 640 0 0.0% Q4 2025 Jan 26, 2026
D.A. DAVIDSON & CO. History Reduced 7,022 229 0.0% 0.0% 641 -201 -2.78% Q4 2025 Jan 29, 2026
WealthCollab, LLC History Added to 6,949 227 0.09% 0.04% 642 +4,142 147.56% Q4 2025 Jan 27, 2026
Carolina Wealth Advisors, LLC History Reduced 6,905 226 0.1% 0.11% 643 -647 -8.57% Q4 2025 Jan 21, 2026
RHS Financial, LLC History Reduced 6,874 225 0.11% 0.13% 644 -498 -6.76% Q4 2025 Jan 16, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History New 6,848 224 0.02% — 645 +6,848 New Q4 2025 Feb 11, 2026
Pacific Point Advisors, LLC History No change 6,864 224 0.12% 0.13% 646 0 0.0% Q4 2025 Jan 21, 2026
Freedom Investment Management, Inc. History New 6,812 223 0.06% — 647 +6,812 New Q4 2025 Feb 06, 2026
Emergent Wealth Advisors, LLC History Added to 6,814 223 0.13% 0.13% 648 +156 2.34% Q4 2025 Jan 14, 2026
&PARTNERS History New 6,372 222 0.0% — 649 +6,372 New Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Added to 6,779 222 0.01% 0.01% 651 +75 1.12% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 6,786 222 0.0% 0.0% 650 +16 0.24% Q4 2025 Feb 09, 2026
Advisor OS, LLC History Added to 6,754 221 0.02% 0.02% 654 +229 3.51% Q4 2025 Feb 04, 2026
Northwest Bancshares, Inc. History No change 6,767 221 0.04% 0.04% 652 0 0.0% Q4 2025 Feb 13, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 6,754 221 0.05% 0.06% 653 0 0.0% Q4 2025 Feb 05, 2026
Cambria Investment Management, L.P. History Reduced 6,722 220 0.01% 0.01% 655 -286 -4.08% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 6,695 219 0.01% 0.01% 656 +265 4.12% Q4 2025 Feb 12, 2026
Successful Portfolios LLC History Added to 6,501 219 0.11% 0.13% 657 +7 0.11% Q4 2025 Jan 23, 2026
Peterson Wealth Advisors, LLC History Reduced 6,685 218 0.03% 0.05% 660 -3,139 -31.95% Q4 2025 Jan 09, 2026
Ironwood Financial, llc History Reduced 6,349 218 0.04% 0.04% 659 -385 -5.72% Q4 2025 Jan 15, 2026
YHB Investment Advisors, Inc. History Added to 6,683 218 0.02% 0.02% 658 +293 4.59% Q4 2025 Jan 16, 2026
Private Wealth Management Group, LLC History No change 6,665 218 0.06% 0.06% 661 0 0.0% Q4 2025 Jan 23, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History No change 6,609 216 0.03% 0.03% 662 0 0.0% Q4 2025 Jan 23, 2026
Venture Visionary Partners LLC History Reduced 6,474 212 0.01% 0.01% 663 -130 -1.97% Q4 2025 Feb 13, 2026
Daytona Street Capital LLC History New 6,405 209 0.16% — 667 +6,405 New Q4 2025 Jan 21, 2026
SIMON QUICK ADVISORS, LLC History Added to 6,384 209 0.01% 0.01% 666 +146 2.34% Q4 2025 Jan 29, 2026
WASHINGTON TRUST Co History No change 6,400 209 0.01% 0.01% 664 0 0.0% Q4 2025 Feb 10, 2026
WHALEROCK POINT PARTNERS, LLC History No change 6,400 209 0.04% 0.04% 665 0 0.0% Q4 2025 Feb 13, 2026
Storen Legacy Partners, LLC History New 6,314 206 0.06% — 671 +6,314 New Q4 2025 Mar 05, 2026
FIDUCIENT ADVISORS LLC History Added to 6,302 206 0.03% 0.02% 669 +174 2.84% Q4 2025 Feb 10, 2026
Pacific Asset Management, LLC History Added to 6,312 206 0.12% 0.14% 670 +174 2.83% Q4 2025 Jan 28, 2026
Radnor Capital Management, LLC History No change 6,305 206 0.03% 0.03% 668 0 0.0% Q4 2025 Feb 06, 2026
REDW Wealth LLC History Reduced 6,284 205 0.08% 0.08% 672 -9 -0.14% Q4 2025 Jan 28, 2026
CRA Financial Services, LLC History Added to 6,231 204 0.03% 0.03% 673 +6 0.1% Q4 2025 Jan 16, 2026
FELL CAPITAL MANAGEMENT /ADV History New 6,200 203 0.2% — 674 +6,200 New Q4 2025 Mar 27, 2026
CGN Advisors LLC History Reduced 6,188 202 0.02% 0.02% 675 -355 -5.43% Q4 2025 Jan 05, 2026
Carter Financial Group, INC. History Reduced 6,138 201 0.12% 0.13% 676 -562 -8.39% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History Added to 6,098 199 0.01% 0.01% 677 +1,748 40.18% Q4 2025 Feb 02, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 6,001 196 0.13% 0.11% 678 +1,282 27.17% Q4 2025 Feb 02, 2026
PROFFITT & GOODSON INC History No change 5,911 193 0.03% 0.03% 679 0 0.0% Q4 2025 Jan 27, 2026
Evolution Advisers, Inc. History Added to 5,374 175 0.08% 0.07% 680 +517 10.64% Q4 2025 Jan 23, 2026
WFA of San Diego, LLC History Reduced 5,322 174 0.13% 0.12% 681 -65 -1.21% Q4 2025 Feb 17, 2026
Dorato Capital Management History New 5,075 173 0.13% — 682 +5,075 New Q4 2025 Jan 16, 2026
Versant Capital Management, Inc History Added to 5,032 164 0.02% 0.02% 683 +95 1.92% Q4 2025 Jan 08, 2026
BIRCHBROOK, INC. History No change 4,966 162 0.08% 0.09% 684 0 0.0% Q4 2025 Feb 04, 2026
Rossby Financial, LCC History Added to 4,946 161 0.05% 0.03% 685 +1,740 54.27% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History No change 4,607 151 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,140 140 0.0% 0.0% 687 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Bancorp, Inc. History Added to 4,272 139 0.04% 0.04% 688 +49 1.16% Q4 2025 Jan 22, 2026
Root Financial Partners, LLC History Added to 4,087 133 0.01% 0.0% 690 +2,896 243.16% Q4 2025 Feb 10, 2026
Crewe Advisors LLC History Added to 4,082 133 0.01% 0.01% 689 +105 2.64% Q4 2025 Jan 16, 2026
Jackson Hole Capital Partners, LLC History No change 4,000 131 0.02% 0.02% 691 0 0.0% Q4 2025 Jan 30, 2026
New Republic Capital, LLC History Added to 3,883 127 0.03% 0.01% 693 +3,162 438.56% Q4 2025 Feb 10, 2026
SouthState Bank Corp History Reduced 3,902 127 0.01% 0.01% 692 -427 -9.86% Q4 2025 Feb 11, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Added to 3,657 119 0.07% 0.06% 694 +500 15.84% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 3,489 114 0.0% 0.0% 695 +74 2.17% Q4 2025 Jan 23, 2026
Colonial Trust Co / SC History No change 3,500 114 0.02% 0.02% 696 0 0.0% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3,410 111 0.01% — 698 +3,410 New Q4 2025 Jan 21, 2026
Financial Management Professionals, Inc. History Added to 3,395 111 0.01% 0.01% 697 +3 0.09% Q4 2025 Jan 27, 2026
CARDIFF PARK ADVISORS, LLC History No change 3,167 103 0.01% 0.01% 699 0 0.0% Q4 2025 Feb 17, 2026
Cascades Capital Asset Management, LLC History Added to 3,091 101 0.04% 0.04% 700 +85 2.83% Q4 2025 Feb 04, 2026
MeadowBrook Investment Advisors LLC History Reduced 2,830 92 0.08% 0.08% 701 -75 -2.58% Q4 2025 Jan 14, 2026
Newton One Investments LLC History Added to 2,764 90 0.03% 0.03% 702 +76 2.83% Q4 2025 Jan 23, 2026
Glass Jacobson Investment Advisors llc History Added to 2,699 88 0.03% 0.03% 704 +20 0.75% Q4 2025 Jan 22, 2026
Smithfield Trust Co History No change 2,665 88 0.0% 0.0% 703 0 0.0% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History Added to 2,678 87 0.01% 0.01% 705 +55 2.1% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 2,631 86 0.01% — 706 +2,631 New Q4 2025 Jan 27, 2026
Prudent Man Investment Management, Inc. History No change 2,371 77 0.03% 0.03% 707 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 2,292 75 0.0% — 709 +2,292 New Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 2,315 75 0.0% 0.0% 708 -500 -17.76% Q4 2025 Feb 13, 2026
BAYBAN History New 2,200 72 0.06% — 711 +2,200 New Q4 2025 Mar 05, 2026
Signature Resources Capital Management, LLC History No change 2,207 72 0.04% 0.04% 710 0 0.0% Q4 2025 Jan 21, 2026
Glassman Wealth Services History Added to 2,197 71 0.01% 0.01% 712 +49 2.28% Q4 2025 Jan 28, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 2,162 70 0.0% 0.0% 713 +604 38.77% Q4 2025 Jan 26, 2026
Hurley Capital, LLC History Added to 2,107 69 0.04% 0.04% 714 +58 2.83% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,061 67 0.0% 0.0% 715 0 0.0% Q4 2025 Feb 12, 2026
HM PAYSON & CO History Added to 2,001 65 0.0% 0.0% 716 +23 1.16% Q4 2025 Feb 12, 2026
ORG Wealth Partners, LLC History No change 1,974 64 0.02% 0.01% 717 0 0.0% Q4 2025 Jan 14, 2026
Litman Gregory Wealth Management LLC History New 1,939 63 0.0% — 718 +1,939 New Q4 2025 Feb 12, 2026
Piscataqua Savings Bank History New 1,925 63 0.04% — 719 +1,925 New Q4 2025 Jan 16, 2026
NBT BANK N A /NY History Added to 1,735 56 0.0% 0.0% 720 +1,362 365.15% Q4 2025 Jan 23, 2026
Activest Wealth Management History New 1,640 53 0.01% — 721 +1,640 New Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,592 52 0.0% 0.0% 723 -94 -5.58% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History No change 1,595 52 0.0% 0.0% 722 0 0.0% Q4 2025 Feb 17, 2026
Game Plan Financial Advisors, LLC History Reduced 1,555 50 0.02% 0.02% 725 -100 -6.04% Q4 2025 Jan 14, 2026
GS Investments, Inc. History Added to 1,535 50 0.03% 0.02% 724 +45 3.02% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,505 49 0.01% — 726 +1,505 New Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 1,404 45 0.0% 0.0% 727 +1,040 285.71% Q4 2025 Jan 14, 2026
GODSEY & GIBB, INC History No change 1,355 44 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 27, 2026
TOMPKINS FINANCIAL CORP History No change 1,358 44 0.0% 0.0% 729 0 0.0% Q4 2025 Jan 08, 2026
TFC Financial Management, Inc. History No change 1,307 42 0.01% 0.01% 730 0 0.0% Q4 2025 Jan 23, 2026
Frazier Financial Advisors, LLC History Added to 1,277 41 0.02% — 732 +1,249 4460.71% Q4 2025 Feb 09, 2026
Your Advocates Ltd., LLP History Added to 1,260 41 0.01% 0.01% 731 +71 5.97% Q4 2025 Feb 02, 2026
Joseph Group Capital Management History No change 1,249 40 0.01% 0.01% 733 0 0.0% Q4 2025 Jan 30, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 1,054 37 0.03% 0.02% 734 0 0.0% Q4 2025 Feb 13, 2026
HOEY INVESTMENTS, INC History No change 1,100 36 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 28, 2026
GHP Investment Advisors, Inc. History No change 1,091 35 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 27, 2026
Tradewinds Capital Management, LLC History No change 1,098 35 0.01% 0.01% 737 0 0.0% Q4 2025 Jan 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,040 34 0.0% 0.0% 738 0 0.0% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History No change 1,067 34 0.0% 0.0% 739 0 0.0% Q4 2025 Jan 29, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 964 31 0.01% 0.0% 741 +919 2042.22% Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History Added to 937 31 0.0% 0.0% 740 +14 1.52% Q4 2025 Jan 21, 2026
Morton Brown Family Wealth, LLC History No change 891 29 0.01% 0.01% 742 0 0.0% Q4 2025 Jan 28, 2026
FINANCIAL CONSULATE, INC History Added to 868 28 0.0% 0.0% 743 +599 222.68% Q4 2025 Jan 22, 2026
Lodestone Wealth Management LLC History New 852 27 0.01% — 744 +852 New Q4 2025 Jan 15, 2026
Strategic Investment Solutions, Inc. /IL History Added to 780 25 0.01% 0.01% 746 +22 2.9% Q4 2025 Feb 27, 2026
Avion Wealth History Added to 766 25 0.01% 0.01% 745 +5 0.66% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 746 24 0.0% 0.0% 747 -880 -54.12% Q4 2025 Jan 16, 2026
PFS Partners, LLC History No change 739 24 0.01% 0.01% 748 0 0.0% Q4 2025 Jan 16, 2026
Triumph Capital Management History New 718 23 0.0% — 749 +718 New Q4 2025 Feb 12, 2026
Cheviot Value Management, LLC History Added to 643 22 0.0% 0.0% 750 +75 13.2% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Added to 658 21 0.0% 0.0% 751 +339 106.27% Q4 2025 Feb 10, 2026
REAP Financial Group, LLC History Added to 664 21 0.0% 0.0% 752 +238 55.87% Q4 2025 Feb 10, 2026
Whipplewood Advisors, LLC History Added to 651 21 0.01% 0.01% 753 +169 35.06% Q4 2025 Feb 17, 2026
JDM Financial Group LLC History Added to 617 20 0.01% 0.01% 755 +17 2.83% Q4 2025 Feb 02, 2026
Blume Capital Management, Inc. History Added to 613 20 0.0% 0.0% 754 +2 0.33% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History New 602 19 0.0% — 756 +602 New Q4 2025 Feb 12, 2026
Wilkerson Advisory Group LLC History New 600 19 0.01% — 758 +600 New Q4 2025 Feb 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 592 19 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 27, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 500 16 0.01% 0.01% 759 0 0.0% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History No change 515 16 0.01% 0.01% 760 0 0.0% Q4 2025 Jan 30, 2026
PFC CAPITAL GROUP, INC. History New 479 15 0.01% — 763 +479 New Q4 2025 Feb 11, 2026
Gladwyn Financial Advisors, Inc. History Added to 464 15 0.01% 0.01% 765 +12 2.65% Q4 2025 Jan 08, 2026
DHJJ Financial Advisors, Ltd. History Added to 466 15 0.0% 0.01% 761 +2 0.43% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History No change 463 15 0.0% 0.0% 762 0 0.0% Q4 2025 Jan 29, 2026
Fairway Wealth LLC History No change 483 15 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 28, 2026
HAZLETT, BURT & WATSON, INC. History Added to 460 14 0.0% 0.0% 766 +90 24.32% Q4 2025 Feb 10, 2026
Legacy Bridge, LLC History No change 440 14 0.01% 0.01% 767 0 0.0% Q4 2025 Jan 23, 2026
Key FInancial Inc History No change 452 14 0.0% 0.0% 768 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Planning Group LLC History New 385 13 0.0% — 770 +385 New Q4 2025 Feb 02, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 399 13 0.0% 0.0% 771 +95 31.25% Q4 2025 Feb 10, 2026
Friedenthal Financial History Reduced 417 13 0.01% 0.01% 769 -35 -7.74% Q4 2025 Jan 27, 2026
Milestone Investment Advisors LLC History No change 423 13 0.0% 0.0% 772 0 0.0% Q4 2025 Feb 11, 2026
Providence Capital Advisors, LLC History No change 396 12 0.0% 0.0% 773 0 0.0% Q4 2025 Feb 12, 2026
Orion Capital Management LLC History No change 394 12 0.0% 0.0% 774 0 0.0% Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Reduced 363 11 0.0% 0.0% 775 -2,209 -85.89% Q4 2025 Feb 17, 2026
Trust Co History New 343 11 0.0% — 777 +343 New Q4 2025 Jan 15, 2026
Hamilton Point Investment Advisors, LLC History No change 345 11 0.0% 0.0% 776 0 0.0% Q4 2025 Feb 12, 2026
Keating Financial Advisory Services, Inc. History New 326 10 0.0% — 780 +326 New Q4 2025 Feb 09, 2026
CNB Bank History New 318 10 0.0% — 779 +318 New Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 323 10 0.0% 0.0% 778 0 0.0% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History New 305 9 0.0% — 781 +305 New Q4 2025 Feb 09, 2026
Financial Freedom, LLC History Added to 279 9 0.0% 0.0% 782 +8 2.95% Q4 2025 Feb 17, 2026
Sellwood Investment Partners LLC History Added to 269 8 0.0% 0.0% 784 +72 36.55% Q4 2025 Jan 26, 2026
Davis Capital Management History Added to 252 8 0.01% 0.01% 785 +6 2.44% Q4 2025 Jan 28, 2026
Horrell Capital Management, Inc. History No change 251 8 0.0% 0.0% 783 0 0.0% Q4 2025 Feb 03, 2026
Tower View Wealth Management LLC History Added to 239 7 0.0% 0.0% 786 +7 3.02% Q4 2025 Jan 23, 2026
Hamrick Investment Counsel, llc History New 200 6 0.0% — 790 +200 New Q4 2025 Mar 31, 2026
Atlantic Union Bankshares Corp History Added to 202 6 0.0% 0.0% 787 +101 100.0% Q4 2025 Feb 04, 2026
Retirement Wealth Solutions LLC History Reduced 195 6 0.0% 0.01% 789 -58 -22.92% Q4 2025 Jan 07, 2026
DiNuzzo Private Wealth, Inc. History No change 200 6 0.0% 0.0% 788 0 0.0% Q4 2025 Jan 16, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 165 5 0.0% — 791 +165 New Q4 2025 Mar 05, 2026
GAMMA Investing LLC History New 134 4 0.0% — 793 +134 New Q4 2025 Jan 05, 2026
Archer Investment Corp History Added to 145 4 0.0% 0.0% 792 +4 2.84% Q4 2025 Jan 30, 2026
PROSPERITY BANCSHARES INC History New 120 3 0.0% — 795 +120 New Q4 2025 Feb 17, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 100 3 0.0% 0.0% 794 -11 -9.91% Q4 2025 Feb 09, 2026
ATMOS ADVISORY, LLC History No change 115 3 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 21, 2026
Greykasell Wealth Strategies, Inc. History No change 92 3 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 11, 2026
Pillar Financial Advisors, LLC History No change 111 3 0.0% 0.0% 798 0 0.0% Q4 2025 Feb 02, 2026
Quent Capital, LLC History New 66 2 0.0% — 803 +66 New Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History New 65 2 0.0% — 806 +65 New Q4 2025 Jan 23, 2026