SCHWAB STRATEGIC TRUST - SCHG

Detailed investor-level table based on 13F positions.

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
ENVESTNET ASSET MANAGEMENT INC History Added to 64,327,203 2,098,353 0.62% 0.57% 1 +2,435,513 3.94% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Reduced 44,207,939 1,442,062 1.42% 1.53% 2 -242,930 -0.55% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Reduced 41,810,550 1,363,860 14.04% 13.58% 3 -357,792 -0.85% Q4 2025 Jan 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 37,744,872 1,231,237 0.19% 0.18% 4 +3,230,427 9.36% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 34,166,654 1,114,516 0.3% 0.29% 5 +2,464,714 7.77% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 33,984,232 1,108,565 2.1% 2.17% 6 -1,604,897 -4.51% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 20,078,592 654,967 0.78% 0.74% 7 +2,229,203 12.49% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 18,282,953 596,413 0.87% 0.85% 8 -1,149,933 -5.92% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 17,605,054 574,032 0.13% 0.12% 9 +884,737 5.29% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 17,067,494 556,741 4.48% 4.18% 10 +1,038,388 6.48% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 16,960,267 553,243 0.6% 0.57% 11 +1,572,946 10.22% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 14,890,934 485,742 0.15% 0.15% 12 +374,218 2.58% Q4 2025 Feb 18, 2026
Avantax Planning Partners, Inc. History Reduced 14,890,533 485,729 13.59% 13.74% 13 -123,778 -0.82% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 11,726,425 382,515 0.93% 0.87% 14 +1,552,141 15.26% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 10,572,063 344,860 0.22% 0.21% 15 +544,507 5.43% Q4 2025 Feb 10, 2026
Fund Evaluation Group, LLC History Reduced 9,445,586 308,152 10.19% 11.15% 16 -207,306 -2.15% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 8,820,737 287,732 0.02% 0.02% 17 -43,550 -0.49% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,546,544 278,788 0.02% 0.02% 18 +154,410 1.84% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 8,443,988 275,442 0.02% 0.02% 19 +57,510 0.69% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Added to 8,369,417 273,010 0.3% 0.29% 20 +236,668 2.91% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 7,458,612 243,300 0.66% 0.7% 21 +155,983 2.14% Q4 2025 Jan 26, 2026
McAdam, LLC History Added to 7,256,974 236,722 10.83% 11.03% 22 +242,784 3.46% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 7,168,249 233,828 2.29% 2.42% 23 -224,767 -3.04% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 6,783,933 221,291 0.04% 0.03% 24 +2,381,950 54.11% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 6,602,251 215,286 0.25% 0.04% 25 +5,728,214 655.37% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 5,729,958 186,911 1.41% 1.49% 26 -138,011 -2.35% Q4 2025 Feb 12, 2026
Thrive Wealth Management, LLC History Reduced 4,922,527 160,572 23.59% 23.91% 27 -45,663 -0.92% Q4 2025 Jan 12, 2026
Focus Financial Network, Inc. History Added to 4,761,784 155,329 5.41% 5.4% 28 +18,770 0.4% Q4 2025 Jan 12, 2026
Clark Capital Management Group, Inc. History Added to 4,560,951 148,778 0.91% 0.87% 29 +201,100 4.61% Q4 2025 Feb 17, 2026
Marquette Asset Management, LLC History Reduced 4,244,236 138,446 20.44% 20.98% 30 -51,858 -1.21% Q4 2025 Jan 16, 2026
Creative Planning History Added to 4,214,539 137,478 0.1% 0.05% 31 +2,235,456 112.95% Q4 2025 Feb 17, 2026
Golden Reserve Retirement LLC History Added to 4,107,553 133,988 24.74% 29.72% 32 +519,203 14.47% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 3,860,376 125,925 0.17% 0.2% 33 -1,095,032 -22.1% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 3,646,617 118,953 1.01% 0.81% 34 +413,587 12.79% Q4 2025 Jan 05, 2026
Beacon Pointe Advisors, LLC History Reduced 3,639,546 118,721 0.83% 0.98% 35 -3,686 -0.1% Q4 2025 Feb 18, 2026
HHM Wealth Advisors, LLC History Reduced 3,482,686 113,605 13.37% 13.35% 36 -132,594 -3.67% Q4 2025 Jan 22, 2026
Krilogy Financial LLC History Added to 3,465,069 112,476 3.83% 3.99% 37 +246,591 7.66% Q4 2025 Jan 27, 2026
TRUIST FINANCIAL CORP History Added to 3,235,999 105,558 0.14% 0.14% 38 +20,900 0.65% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 3,233,007 105,461 0.28% 0.29% 39 -50,423 -1.54% Q4 2025 Feb 05, 2026
Lido Advisors, LLC History Added to 3,173,962 102,129 0.31% 0.25% 40 +697,937 28.19% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,109,536 102,117 0.14% 0.15% 41 +24,783 0.8% Q4 2025 Jan 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 3,110,459 101,473 0.18% 0.0% 42 +3,071,625 7909.63% Q4 2025 Feb 05, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 3,096,774 101,016 16.48% 16.45% 43 +11,370 0.37% Q4 2025 Jan 27, 2026
Cerity Partners LLC History Added to 3,065,447 99,994 0.15% 0.16% 44 +20,681 0.68% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Reduced 2,901,375 94,642 0.19% 0.21% 45 -183,041 -5.93% Q4 2025 Jan 23, 2026
Legacy Financial Strategies, LLC History Reduced 2,853,067 93,067 16.48% 16.77% 46 -56,217 -1.93% Q4 2025 Jan 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 2,847,963 92,900 0.56% 0.45% 47 +887,615 45.28% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 2,831,744 92,372 0.02% — 48 +2,831,744 New Q4 2025 Feb 17, 2026
BlueStem Wealth Partners, LLC History New 2,823,123 92,090 10.17% — 49 +2,823,123 New Q4 2025 Feb 06, 2026
UBS Group AG History Added to 2,787,861 90,940 0.01% 0.01% 50 +627,864 29.07% Q4 2025 Jan 29, 2026
Gemmer Asset Management LLC History Added to 2,702,334 88,150 6.79% 5.17% 51 +694,019 34.56% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 2,523,361 82,312 0.67% 0.76% 52 +124,241 5.18% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 2,371,128 77,346 2.5% 2.4% 53 +734,008 44.84% Q4 2025 Jan 20, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 2,336,825 76,227 4.2% 4.26% 54 +157,177 7.21% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History Added to 2,295,428 74,876 4.33% 4.33% 55 +27,587 1.22% Q4 2025 Jan 27, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 2,248,063 73,331 35.12% 35.32% 56 -21,710 -0.96% Q4 2025 Jan 21, 2026
MAI Capital Management History Reduced 2,242,182 73,139 0.42% 0.45% 57 -16,117 -0.71% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 2,175,121 70,952 0.06% 0.06% 58 -7,754 -0.36% Q4 2025 Feb 13, 2026
Brio Consultants, LLC History Reduced 2,135,184 69,649 9.05% 9.72% 59 -79,263 -3.58% Q4 2025 Feb 04, 2026
Kestra Advisory Services, LLC History Added to 2,112,917 68,923 0.28% 0.27% 60 +291,480 16.0% Q4 2025 Feb 13, 2026
Koshinski Asset Management, Inc. History New 2,106,262 68,706 4.42% 4.43% 61 +2,106,262 New Q4 2025 Feb 03, 2026
Compound Planning, Inc. History Reduced 2,097,817 68,430 2.01% 2.2% 62 -30,473 -1.43% Q4 2025 Feb 19, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,952,024 63,675 0.22% 0.21% 63 +192,666 10.95% Q4 2025 Feb 06, 2026
Nadler Financial Group, Inc. History Added to 1,927,577 62,877 5.85% 5.83% 64 +11,754 0.61% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Added to 1,849,921 60,344 2.18% 2.22% 65 +28,787 1.58% Q4 2025 Jan 27, 2026
Kelman-Lazarov, Inc. History Reduced 1,834,823 59,851 8.55% 8.78% 66 -21,942 -1.18% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Reduced 1,834,718 59,848 0.39% 0.4% 67 -5,135 -0.28% Q4 2025 Jan 28, 2026
Financial Management Professionals, Inc. History Reduced 1,832,835 59,787 6.17% 6.63% 68 -164,691 -8.24% Q4 2025 Jan 27, 2026
BIP Wealth, LLC History Added to 1,779,503 58,047 2.05% 0.05% 69 +1,746,355 5268.36% Q4 2025 Jan 21, 2026
Bleakley Financial Group, LLC History Added to 1,776,112 57,936 1.01% 1.28% 70 +43,243 2.5% Q4 2025 Feb 09, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,764,116 57,545 0.44% 0.41% 71 +237,594 15.56% Q4 2025 Jan 14, 2026
Midwest Trust Co History Added to 1,763,856 57,536 0.72% 0.65% 72 +192,625 12.26% Q4 2025 Feb 04, 2026
Charles Schwab Trust Co History Added to 1,753,222 57,190 3.76% 3.73% 73 +30,853 1.79% Q4 2025 Jan 09, 2026
Northern Capital Management, Inc. History Reduced 1,743,373 56,868 30.05% 30.85% 74 -38,455 -2.16% Q4 2025 Feb 03, 2026
Merit Financial Group, LLC History Reduced 1,731,654 56,486 0.45% 0.54% 75 -102,376 -5.58% Q4 2025 Jan 26, 2026
Main Street Financial Solutions, LLC History Reduced 1,661,436 54,196 4.06% 3.89% 76 -238,692 -12.56% Q4 2025 Feb 17, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 1,628,504 53,121 12.35% 12.86% 77 -36,741 -2.21% Q4 2025 Jan 14, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 1,609,284 52,494 5.92% 6.07% 78 +5,408 0.34% Q4 2025 Feb 12, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 1,599,626 52,179 17.81% 18.28% 79 -62,199 -3.74% Q4 2025 Jan 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 1,565,180 51,056 0.77% 0.8% 80 -31,926 -2.0% Q4 2025 Jan 22, 2026
Focus Partners Advisor Solutions, LLC History Added to 1,557,983 50,821 0.62% 0.54% 81 +77,827 5.26% Q4 2025 Feb 11, 2026
Tradition Wealth Management, LLC History Reduced 1,556,145 50,761 3.64% 3.74% 82 -29,658 -1.87% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 1,540,446 50,249 0.61% 0.64% 83 -64,362 -4.01% Q4 2025 Jan 21, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 1,528,494 49,859 11.74% 12.19% 84 -25,747 -1.66% Q4 2025 Feb 02, 2026
XML Financial, LLC History Reduced 1,501,657 48,984 4.0% 4.13% 85 -87,024 -5.48% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,468,737 47,910 0.09% 0.1% 86 -46,690 -3.08% Q4 2025 Feb 17, 2026
GHP Investment Advisors, Inc. History Reduced 1,454,774 47,454 1.95% 1.96% 87 -5,527 -0.38% Q4 2025 Jan 27, 2026
Triton Wealth Management, PLLC History Reduced 1,495,238 46,845 17.62% 20.61% 88 -121,848 -7.54% Q4 2025 Feb 05, 2026
Rollins Financial Advisors, LLC History Reduced 1,415,926 46,187 6.78% 7.17% 89 -67,799 -4.57% Q4 2025 Feb 04, 2026
Summit Asset Management, LLC History Added to 1,399,024 45,636 6.46% 6.82% 90 +9,699 0.7% Q4 2025 Feb 09, 2026
Ausdal Financial Partners, Inc. History Added to 1,386,608 45,231 2.1% 2.12% 91 +16,344 1.19% Q4 2025 Feb 13, 2026
Goepper Burkhardt LLC History Added to 1,374,716 44,843 14.61% 14.56% 92 +36,040 2.69% Q4 2025 Feb 09, 2026
PRINCIPAL SECURITIES, INC. History Added to 1,359,101 44,333 0.68% 0.67% 93 +79,137 6.18% Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Added to 1,331,813 43,443 1.96% 1.96% 94 +16,314 1.24% Q4 2025 Feb 13, 2026
Veery Capital, LLC History Reduced 1,317,731 42,984 13.19% 13.43% 95 -15,243 -1.14% Q4 2025 Jan 27, 2026
Provident Wealth Management, LLC History Reduced 1,281,453 41,801 12.38% 12.41% 96 -4,764 -0.37% Q4 2025 Jan 28, 2026
Vestwell Advisors, LLC History Added to 1,247,892 40,706 6.01% 13.3% 97 +79,342 6.79% Q4 2025 Feb 13, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 1,215,160 39,638 3.83% 3.94% 98 -4,803 -0.39% Q4 2025 Feb 06, 2026
DRAVO BAY LLC History Added to 1,213,888 39,597 16.45% 16.68% 99 +30,487 2.58% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 1,212,348 39,546 0.47% 0.44% 100 -313,434 -20.54% Q4 2025 Feb 13, 2026
SK Wealth Management, LLC History Added to 1,210,727 39,033 10.88% 11.97% 101 +223,039 22.58% Q4 2025 Jan 30, 2026
Advance Capital Management, Inc. History Reduced 1,195,446 38,995 1.65% 1.73% 102 -56,146 -4.49% Q4 2025 Jan 06, 2026
Curtis Advisory Group, LLC History Added to 1,186,561 38,705 8.12% 8.44% 103 +20,314 1.74% Q4 2025 Jan 23, 2026
Mokosak Advisory Group, LLC History Added to 1,177,961 38,425 9.64% 9.72% 104 +13,479 1.16% Q4 2025 Feb 03, 2026
Black Diamond Financial, LLC History Added to 1,171,510 38,214 4.03% 4.0% 105 +51,855 4.63% Q4 2025 Feb 03, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 1,145,183 37,355 0.31% 0.31% 106 -6,193 -0.54% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,135,396 37,037 0.06% 0.06% 107 +44,347 4.06% Q4 2025 Feb 18, 2026
NOVEM GROUP History Reduced 1,130,575 36,879 4.24% 4.59% 108 -98,998 -8.05% Q4 2025 Jan 27, 2026
FLC Capital Advisors History Added to 1,095,746 35,743 6.6% 6.63% 109 +22,893 2.13% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,092,888 35,649 0.02% 0.02% 110 +138,139 14.47% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 1,075,135 35,070 0.2% 0.21% 111 -3,008 -0.28% Q4 2025 Feb 03, 2026
Facet Wealth, Inc. History Reduced 1,060,077 34,441 0.61% 0.72% 112 -36,805 -3.36% Q4 2025 Jan 29, 2026
VISIONARY HORIZONS, LLC History Added to 1,050,900 34,280 17.73% 17.95% 113 +42,582 4.22% Q4 2025 Jan 23, 2026
Fortis Capital Advisors, LLC History Added to 1,033,152 33,701 4.97% 5.14% 114 +16,569 1.63% Q4 2025 Jan 27, 2026
Invst, LLC History Added to 1,032,830 33,690 3.66% 3.55% 115 +53,786 5.49% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 1,032,275 33,672 0.16% 0.14% 116 +130,893 14.52% Q4 2025 Feb 17, 2026
Richardson Capital Management LLC History Reduced 1,019,684 33,262 16.69% 16.81% 117 -88,757 -8.01% Q4 2025 Jan 30, 2026
Milestone Investment Advisors LLC History Reduced 1,014,406 33,089 8.01% 8.21% 118 -21,180 -2.05% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 1,012,395 33,024 1.6% 2.05% 119 -48,325 -4.56% Q4 2025 Jan 28, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 1,011,068 32,981 12.95% 12.78% 120 +6,632 0.66% Q4 2025 Jan 30, 2026
CRA Financial Services, LLC History Reduced 1,010,795 32,972 4.31% 4.56% 121 -33,305 -3.19% Q4 2025 Jan 16, 2026
GOLDMAN SACHS GROUP INC History Added to 1,005,061 32,785 0.0% 0.0% 122 +416,760 70.84% Q4 2025 Mar 25, 2026
World Investment Advisors History Reduced 1,003,044 32,719 0.53% 0.89% 123 -363,372 -26.59% Q4 2025 Mar 12, 2026
VALLEY NATIONAL ADVISERS INC History Added to 997,963 32,553 4.51% 4.22% 124 +143,450 16.79% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Reduced 989,705 32,284 0.37% 0.6% 125 -108,619 -9.89% Q4 2025 Jan 29, 2026
Allworth Financial LP History New 971,697 31,696 0.13% — 126 +971,697 New Q4 2025 Feb 05, 2026
Denver PWM, LLC History No change 1,079,625 31,535 10.53% 9.83% 127 0 0.0% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History Reduced 965,303 31,488 0.36% 0.36% 128 -16,660 -1.7% Q4 2025 Jan 21, 2026
UNIQUE WEALTH, LLC History Added to 955,487 31,167 4.35% 3.52% 129 +202,865 26.95% Q4 2025 Jan 06, 2026
Sigma Planning Corp History Added to 977,872 31,080 0.86% 0.88% 130 +6,828 0.7% Q4 2025 Jan 30, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 944,778 30,818 2.63% 2.21% 131 +467,936 98.13% Q4 2025 Feb 11, 2026
Storen Legacy Partners, LLC History New 938,072 30,599 9.6% — 132 +938,072 New Q4 2025 Mar 05, 2026
IFP Advisors, Inc History Reduced 936,140 30,536 0.69% 0.78% 133 -10,934 -1.15% Q4 2025 Feb 06, 2026
Ignite Planners, LLC History Added to 948,261 30,344 4.64% 4.8% 134 +30,433 3.32% Q4 2025 Feb 06, 2026
Garde Capital, Inc. History Reduced 917,857 29,940 1.77% 1.44% 135 -6,794 -0.73% Q4 2025 Feb 10, 2026
MGO ONE SEVEN LLC History Added to 914,514 29,831 0.61% 0.67% 136 +7,940 0.88% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 898,757 29,317 0.52% 0.13% 137 +721,088 405.86% Q4 2025 Feb 06, 2026
B&D White Capital Company, LLC History Reduced 898,289 29,302 3.39% 4.07% 138 -98,114 -9.85% Q4 2025 Feb 13, 2026
Ally Invest Advisors Inc. History Reduced 891,124 29,068 2.01% 2.04% 139 -674 -0.08% Q4 2025 Feb 13, 2026
BALLAST ADVISORS LLC History Reduced 874,913 28,539 7.87% 7.87% 140 -19,954 -2.23% Q4 2025 Feb 03, 2026
Ethos Financial Group, LLC History Reduced 874,370 28,521 2.11% 2.26% 141 -27,898 -3.09% Q4 2025 Jan 20, 2026
Weaver Capital Management LLC History Added to 869,459 28,361 5.99% 5.4% 142 +87,784 11.23% Q4 2025 Jan 22, 2026
MOR Wealth Management, LLC History New 864,003 28,183 12.88% — 143 +864,003 New Q4 2025 Jan 15, 2026
Meridian Wealth Management, LLC History Added to 854,002 27,857 0.98% 1.01% 144 +26,337 3.18% Q4 2025 Feb 04, 2026
Orion Porfolio Solutions, LLC History Added to 852,088 27,795 0.2% 0.16% 145 +192,198 29.13% Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Reduced 851,043 27,761 0.5% 0.55% 146 -1,826 -0.21% Q4 2025 Jan 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 844,739 27,555 0.59% 0.51% 147 +141,394 20.1% Q4 2025 Feb 05, 2026
CITIGROUP INC History Added to 840,733 27,424 0.01% 0.01% 148 +160,770 23.64% Q4 2025 Feb 13, 2026
Seneca Financial Advisors LLC History Added to 839,966 27,399 8.34% 8.5% 149 +24,175 2.96% Q4 2025 Jan 26, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 830,536 27,092 9.39% 9.41% 150 +25,751 3.2% Q4 2025 Jan 27, 2026
WBH ADVISORY INC History Added to 830,325 27,085 2.01% 1.96% 151 +25,596 3.18% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Added to 813,183 26,526 0.14% 0.1% 152 +107,401 15.22% Q4 2025 Jan 29, 2026
Brady Martz Wealth Solutions, LLC History Reduced 807,073 26,326 4.64% 4.89% 153 -37,213 -4.41% Q4 2025 Jan 15, 2026
Summit Financial, LLC History Added to 792,965 25,866 0.38% 0.36% 154 +56,170 7.62% Q4 2025 Feb 13, 2026
KRM WEALTH MANAGEMENT L.L.C. History New 792,149 25,839 14.17% — 155 +792,149 New Q4 2025 Apr 07, 2026
Midwest Capital Advisors, LLC History Reduced 789,303 25,747 12.33% 12.24% 156 -6,215 -0.78% Q4 2025 Jan 29, 2026
Persium Advisors, LLC History Reduced 786,524 25,656 18.51% 18.65% 157 -1,187 -0.15% Q4 2025 Jan 21, 2026
Capital Planning LLC History Added to 788,940 25,640 7.18% 7.33% 158 +863 0.11% Q4 2025 Jan 23, 2026
Prosperity Wealth Management, Inc. History New 749,659 24,453 8.14% — 159 +749,659 New Q4 2025 Mar 27, 2026
Steffes Financial, Ltd. History New 742,727 24,227 12.65% — 160 +742,727 New Q4 2025 Feb 17, 2026
CERTUITY, LLC History Added to 740,884 24,167 1.52% 1.29% 161 +153,742 26.18% Q4 2025 Jan 30, 2026
Harbor Group, Inc. History Reduced 737,190 24,047 3.6% 3.97% 162 -46,027 -5.88% Q4 2025 Jan 12, 2026
Northeast Financial Group, Inc. History Added to 734,799 23,970 5.42% 5.72% 163 +15,537 2.16% Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History Reduced 729,848 23,807 1.15% 1.14% 164 -13,426 -1.81% Q4 2025 Jan 20, 2026
SkyOak Wealth, LLC History Added to 729,456 23,794 4.28% 4.34% 165 +9,159 1.27% Q4 2025 Feb 05, 2026
Sunbelt Securities, Inc. History Added to 726,980 23,714 1.58% 1.55% 166 +22,693 3.22% Q4 2025 Feb 20, 2026
Meriwether Wealth & Planning, LLC History Reduced 721,921 23,549 13.28% 13.35% 167 -359 -0.05% Q4 2025 Jan 14, 2026
Mutual Advisors, LLC History Reduced 714,694 23,313 0.5% 0.52% 168 -16,508 -2.26% Q4 2025 Feb 02, 2026
EP Wealth Advisors, LLC History New 714,000 23,290 0.12% — 169 +714,000 New Q4 2025 Feb 18, 2026
LVW Advisors, LLC History Reduced 713,135 23,262 2.36% 2.36% 170 -9,610 -1.33% Q4 2025 Jan 14, 2026
LOWERY THOMAS, LLC History Reduced 710,912 23,189 13.1% 13.16% 171 -3,286 -0.46% Q4 2025 Jan 26, 2026
DAGCO, INC. History Added to 705,499 23,013 5.32% 5.47% 172 +24,211 3.55% Q4 2025 Jan 08, 2026
CDKV HOLDINGS LLC History New 704,550 22,982 19.22% — 173 +704,550 New Q4 2025 Feb 17, 2026
Seek First Inc. History Added to 703,953 22,962 15.83% 16.04% 174 +4,941 0.71% Q4 2025 Jan 30, 2026
Keystone Global Partners, LLC History Added to 698,832 22,795 10.03% 9.33% 175 +125,144 21.81% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 698,653 22,790 0.13% 0.14% 176 -18,410 -2.57% Q4 2025 Feb 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 695,380 22,683 0.72% 0.6% 177 +105,921 17.97% Q4 2025 Jan 14, 2026
FRG Family Wealth Advisors LLC History Reduced 692,483 22,588 3.51% 3.66% 178 -19,282 -2.71% Q4 2025 Jan 21, 2026
INVENIO WEALTH PARTNERS LLC History Reduced 688,103 22,445 8.34% 8.17% 179 -15,165 -2.16% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Added to 687,020 22,410 0.26% 0.22% 180 +128,946 23.11% Q4 2025 Jan 29, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 685,587 22,363 14.68% 14.34% 181 -15,993 -2.28% Q4 2025 Jan 22, 2026
Souders Financial Advisors History Added to 673,410 21,966 2.52% 2.54% 182 +3,744 0.56% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Reduced 672,852 21,948 0.08% 0.11% 183 -96,273 -12.52% Q4 2025 Feb 18, 2026
Fiduciary Alliance LLC History Reduced 672,540 21,938 1.43% 1.48% 184 -20,214 -2.92% Q4 2025 Jan 22, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 668,849 21,818 5.79% 5.29% 185 +14,563 2.23% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 668,618 21,810 0.23% 0.22% 186 +205,704 44.44% Q4 2025 Jan 23, 2026
RKL Wealth Management LLC History Reduced 667,037 21,758 1.79% 1.9% 187 -30,026 -4.31% Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Added to 663,580 21,645 1.28% 1.1% 188 +89,654 15.62% Q4 2025 Jan 29, 2026
B & T Capital Management DBA Alpha Capital Management History Reduced 660,721 21,552 3.04% 3.39% 189 -9,512 -1.42% Q4 2025 Feb 13, 2026
Allegheny Financial Group History Added to 648,755 21,162 3.13% 3.86% 190 +1,967 0.3% Q4 2025 Feb 02, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 648,561 21,156 2.47% 2.05% 191 +123,705 23.57% Q4 2025 Jan 12, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 641,395 20,922 8.5% 8.42% 192 +6,983 1.1% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 638,994 20,843 0.14% 0.13% 193 +96,985 17.89% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Added to 634,931 20,711 1.53% 0.31% 194 +527,534 491.2% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 631,520 20,600 0.01% 0.01% 195 +270,424 74.89% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 626,865 20,448 0.51% 0.55% 196 -40,478 -6.07% Q4 2025 Feb 09, 2026
Friday Financial History Added to 625,730 20,411 7.2% 7.71% 197 +48,444 8.39% Q4 2025 Jan 09, 2026
LCNB CORP History Reduced 625,100 20,390 6.83% 7.22% 198 -21,678 -3.35% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History Reduced 622,555 20,307 1.99% 2.02% 199 -11,941 -1.88% Q4 2025 Jan 29, 2026
Ackerman Capital Advisors, LLC History Added to 617,691 20,149 4.04% 4.04% 200 +12,663 2.09% Q4 2025 Feb 11, 2026
Clark Wealth Partners History No change 613,001 19,996 12.18% 12.18% 201 0 0.0% Q4 2025 Feb 04, 2026
Members Advisory Group LLC History Reduced 612,202 19,970 7.53% 8.69% 202 -158,020 -20.52% Q4 2025 Jan 27, 2026
James J. Burns & Company, LLC History Reduced 599,128 19,543 2.7% 2.91% 203 -12,694 -2.07% Q4 2025 Jan 23, 2026
Schwallier Wealth Management LLC History Added to 608,274 19,464 12.44% 11.91% 204 +10,178 1.7% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 595,974 19,440 0.9% 1.54% 205 +83,876 16.38% Q4 2025 Feb 17, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 594,557 19,394 11.26% 11.33% 206 -20,306 -3.3% Q4 2025 Jan 07, 2026
Atria Investments, Inc History Reduced 592,981 19,343 0.22% 0.24% 207 -58,851 -9.03% Q4 2025 Feb 05, 2026
USAdvisors Wealth Management, LLC History Added to 590,099 19,249 6.34% 6.1% 208 +35,501 6.4% Q4 2025 Feb 05, 2026
Nvest Wealth Strategies, Inc. History New 587,604 19,167 14.06% — 209 +587,604 New Q4 2025 Jan 28, 2026
Leo Wealth, LLC History New 573,896 18,748 1.36% — 210 +573,896 New Q4 2025 Jan 21, 2026
Weinberger Asset Management, Inc History Reduced 574,679 18,746 6.76% 6.97% 211 -29,149 -4.83% Q4 2025 Feb 09, 2026
Skyline Advisors, Inc. History Reduced 573,059 18,693 6.24% 6.37% 212 -6,742 -1.16% Q4 2025 Jan 12, 2026
US BANCORP \DE\ History Reduced 564,995 18,430 0.02% 0.02% 213 -71,514 -11.24% Q4 2025 Jan 30, 2026
Bogart Wealth, LLC History Reduced 559,724 18,258 0.73% 0.73% 214 -4,670 -0.83% Q4 2025 Jan 30, 2026
Code Waechter LLC History Added to 550,273 17,949 11.53% 9.56% 215 +89,388 19.39% Q4 2025 Jan 26, 2026
SeaCrest Wealth Management, LLC History Added to 544,206 17,915 1.81% 1.82% 216 +13,859 2.61% Q4 2025 Jan 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 545,475 17,782 0.02% 0.02% 217 +59,645 12.28% Q4 2025 Feb 17, 2026
Payne Capital Management, LLC History Reduced 544,158 17,750 5.6% 5.65% 218 -5,823 -1.06% Q4 2025 Feb 02, 2026
Kaizen Financial Strategies History Reduced 543,716 17,736 7.82% 8.02% 219 -3,485 -0.64% Q4 2025 Jan 21, 2026
DAHRING {-} CUSMANO LLC History Added to 534,982 17,451 12.14% 11.87% 220 +20,127 3.91% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 534,351 17,430 0.45% 0.29% 221 +234,851 78.41% Q4 2025 Feb 02, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 530,584 17,307 3.61% 3.53% 222 +22,771 4.48% Q4 2025 Jan 22, 2026
Advisory Services Network, LLC History Reduced 518,474 16,912 0.24% 0.25% 223 -17,891 -3.34% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Reduced 518,168 16,907 1.86% 1.98% 224 -27,700 -5.07% Q4 2025 Feb 03, 2026
FMR LLC History Added to 518,217 16,904 0.0% 0.0% 225 +45,670 9.66% Q4 2025 Feb 17, 2026
SAGE FINANCIAL GROUP INC History Reduced 517,410 16,877 1.12% 1.18% 226 -24,734 -4.56% Q4 2025 Jan 27, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 531,813 16,799 3.77% 4.29% 227 +9,553 1.83% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Reduced 511,830 16,695 0.34% 0.37% 228 -6,223 -1.2% Q4 2025 Feb 09, 2026
JBGlobal.com LLC History New 562,709 16,661 20.98% — 229 +562,709 New Q4 2025 Jan 06, 2026
YHB Investment Advisors, Inc. History Added to 507,999 16,570 1.14% 1.16% 230 +12,618 2.55% Q4 2025 Jan 16, 2026
Curbstone Financial Management Corp History Reduced 506,263 16,514 3.16% 3.17% 231 -10,640 -2.06% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Added to 498,962 16,276 0.23% 0.19% 232 +7,401 1.51% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Reduced 491,800 16,042 0.32% 0.33% 233 -689 -0.14% Q4 2025 Jan 14, 2026
ProVise Management Group, LLC History Reduced 491,091 16,019 1.14% 1.19% 234 -15,180 -3.0% Q4 2025 Jan 29, 2026
Aspen Wealth Strategies, LLC History Reduced 488,206 15,925 8.71% 11.15% 235 -140,558 -22.35% Q4 2025 Jan 28, 2026
CHOREO, LLC History Reduced 481,355 15,826 0.2% 0.2% 236 -5,722 -1.17% Q4 2025 Jan 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 482,907 15,752 0.21% 0.2% 237 +47,368 10.88% Q4 2025 Feb 10, 2026
Team Financial Group, LLC History Added to 482,490 15,738 7.14% 7.05% 238 +5,855 1.23% Q4 2025 Jan 13, 2026
Clay Northam Wealth Management, LLC History Reduced 481,666 15,711 8.73% 8.81% 239 -1,815 -0.38% Q4 2025 Feb 17, 2026
IFS Advisors, LLC History Added to 480,513 15,674 8.14% 7.37% 240 +86,058 21.82% Q4 2025 Jan 09, 2026
Redhawk Wealth Advisors, Inc. History Reduced 477,426 15,573 1.75% 1.79% 241 -6,185 -1.28% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Added to 475,976 15,526 0.0% 0.0% 242 +174,139 57.69% Q4 2025 Feb 10, 2026
Vista Cima Wealth Management LLC History Added to 475,533 15,511 12.93% 12.36% 243 +10,698 2.3% Q4 2025 Feb 11, 2026
FSM Wealth Advisors, LLC History Added to 473,627 15,449 2.11% 1.92% 244 +48,676 11.45% Q4 2025 Jan 23, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 473,529 15,446 0.56% 0.71% 245 -2,701 -0.57% Q4 2025 Feb 09, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 472,177 15,402 0.76% 0.81% 246 -20,970 -4.25% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Reduced 469,427 15,312 0.22% 0.25% 247 -34,451 -6.84% Q4 2025 Feb 09, 2026
Peachtree Investment Partners, LLC History Added to 468,030 15,267 5.07% 4.87% 248 +27,492 6.24% Q4 2025 Feb 11, 2026
Three Magnolias Financial Advisors, LLC History Reduced 466,953 15,231 9.46% 9.48% 249 -10,191 -2.14% Q4 2025 Jan 20, 2026
MinichMacGregor Wealth Management, LLC History Added to 466,804 15,227 2.76% 2.9% 250 +386 0.08% Q4 2025 Feb 17, 2026
Martel Wealth Advisors Inc History Reduced 463,758 15,127 2.58% 2.68% 251 -16,549 -3.45% Q4 2025 Jan 21, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 459,170 14,978 4.54% 4.81% 252 -34,012 -6.9% Q4 2025 Feb 10, 2026
Revolve Wealth Partners, LLC History Added to 451,937 14,742 1.73% 1.72% 253 +3,563 0.79% Q4 2025 Jan 20, 2026
Archford Capital Strategies, LLC History Added to 451,876 14,740 1.72% 1.66% 254 +15,816 3.63% Q4 2025 Jan 15, 2026
Next Level Wealth Planning, LLC History Added to 451,540 14,729 7.84% 7.99% 255 +7,783 1.75% Q4 2025 Jan 26, 2026
Elite Financial, Inc. History Reduced 443,756 14,475 6.58% 6.75% 256 -1,692 -0.38% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Reduced 443,615 14,470 0.09% 0.09% 257 -2,171 -0.49% Q4 2025 Jan 29, 2026
Pacific Wealth Strategies Group, Inc. History Added to 441,778 14,410 8.16% 2.94% 258 +291,756 194.48% Q4 2025 Feb 09, 2026
Oasis Advisors, LLC History New 440,608 14,372 7.62% — 259 +440,608 New Q4 2025 Apr 07, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 435,675 14,211 6.06% 6.02% 260 -3,480 -0.79% Q4 2025 Jan 22, 2026
Prosperitas Financial LLC History Reduced 433,083 14,127 5.49% 5.78% 261 -3,715 -0.85% Q4 2025 Feb 04, 2026
Schaeffer Financial LLC History Added to 427,396 13,941 12.17% 12.33% 262 +1,274 0.3% Q4 2025 Jan 30, 2026
One Capital Management, LLC History Reduced 419,379 13,680 0.41% 0.46% 263 -35,724 -7.85% Q4 2025 Feb 10, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 413,578 13,490 0.59% 0.61% 264 -34,009 -7.6% Q4 2025 Feb 17, 2026
Broadleaf Partners, LLC History Reduced 410,305 13,384 2.82% 2.73% 265 -192 -0.05% Q4 2025 Feb 13, 2026
Juno Financial Group LLC History New 410,137 13,378 5.36% — 266 +410,137 New Q4 2025 Jan 28, 2026
Asset Allocation Strategies LLC History Added to 408,745 13,333 2.47% 2.47% 267 +17,142 4.38% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 408,123 13,312 0.02% 0.1% 268 -1,755,600 -81.14% Q4 2025 Feb 17, 2026
Accel Wealth Management History Added to 407,461 13,291 3.64% 3.61% 269 +18,003 4.62% Q4 2025 Jan 20, 2026
Stratos Wealth Partners, LTD. History Added to 406,534 13,261 0.15% 0.13% 270 +56,947 16.29% Q4 2025 Jan 20, 2026
Peak Wealth Management LLC History New 405,313 13,221 11.05% — 271 +405,313 New Q4 2025 Feb 04, 2026
Opes Wealth Management LLC History Reduced 403,512 13,162 2.15% 2.27% 272 -7,085 -1.73% Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Added to 403,007 13,146 1.51% 0.96% 273 +169,224 72.39% Q4 2025 Jan 12, 2026
REGIMEN WEALTH, LLC History Reduced 402,382 13,125 3.84% 3.87% 274 -6,994 -1.71% Q4 2025 Feb 09, 2026
Leeward Financial Partners, LLC History Reduced 402,174 13,118 3.69% 3.7% 275 -5,050 -1.24% Q4 2025 Feb 09, 2026
Portus Wealth Advisors, LLC History Added to 397,075 12,952 12.22% 12.51% 276 +3,929 1.0% Q4 2025 Jan 27, 2026
WIN ADVISORS, INC History Reduced 393,448 12,834 5.45% 10.99% 277 -314,123 -44.39% Q4 2025 Feb 04, 2026
William Mack & Associates, Inc. History Reduced 392,609 12,806 6.03% 8.97% 278 -130,259 -24.91% Q4 2025 Feb 09, 2026
PFG Advisors History Added to 391,406 12,767 0.62% 0.42% 279 +69,194 21.47% Q4 2025 Jan 27, 2026
Per Stirling Capital Management, LLC. History Reduced 391,383 12,766 1.43% 1.53% 280 -10,178 -2.53% Q4 2025 Feb 17, 2026
GPM Growth Investors, Inc. History Reduced 390,308 12,731 4.96% 5.66% 281 -70,989 -15.39% Q4 2025 Jan 30, 2026
FinDec Wealth Services, Inc. History Reduced 386,112 12,594 13.51% 13.61% 282 -25,899 -6.29% Q4 2025 Feb 09, 2026
TriaGen Wealth Management LLC History Reduced 380,558 12,413 3.21% 3.19% 283 -2,933 -0.76% Q4 2025 Jan 27, 2026
Quantinno Capital Management LP History Added to 379,261 12,371 0.02% 0.02% 284 +157,109 70.72% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 376,500 12,281 1.8% 1.75% 285 +10,656 2.91% Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History Added to 373,683 12,189 0.79% 0.81% 286 +171 0.05% Q4 2025 Feb 18, 2026
Ring Mountain Capital, LLC History Reduced 375,010 12,135 6.22% 6.67% 287 -2,348 -0.62% Q4 2025 Jan 27, 2026
Integrated Advisors Network LLC History Reduced 366,625 11,959 0.53% 0.53% 288 -26,139 -6.66% Q4 2025 Feb 17, 2026
Everhart Financial Group, Inc. History Reduced 366,612 11,958 1.11% 1.42% 289 -76,069 -17.18% Q4 2025 Jan 07, 2026
Rockefeller Capital Management L.P. History Added to 365,690 11,928 0.02% 0.02% 290 +3,095 0.85% Q4 2025 Mar 16, 2026
Clear Point Advisors Inc. History Reduced 365,164 11,911 9.25% 9.5% 291 -18,010 -4.7% Q4 2025 Feb 10, 2026
Powers Advisory Group, LLC History Added to 362,499 11,824 4.45% 4.51% 292 +7,790 2.2% Q4 2025 Jan 22, 2026
May Barnhard Investments LLC History Reduced 361,234 11,783 5.57% 5.76% 293 -28,009 -7.2% Q4 2025 Jan 28, 2026
Almanack Investment Partners, LLC. History Reduced 360,184 11,749 2.0% 2.04% 294 -53,662 -12.97% Q4 2025 Jan 29, 2026
Womack Financial LLC History Reduced 360,014 11,743 8.67% 8.74% 295 -1,079 -0.3% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Added to 358,920 11,596 0.29% 0.3% 296 +14,643 4.25% Q4 2025 Jan 28, 2026
McCarthy Asset Management, Inc. History Added to 354,388 11,560 6.03% 7.06% 297 +9,632 2.79% Q4 2025 Feb 03, 2026
Heritage Wealth Management, Inc. /CA/ History Reduced 354,124 11,551 7.34% 7.95% 298 -17,779 -4.78% Q4 2025 Feb 04, 2026
Mainsail Financial Group, LLC History Added to 352,368 11,494 4.78% 4.75% 299 +5,859 1.69% Q4 2025 Jan 23, 2026
AE Wealth Management LLC History Reduced 351,473 11,465 0.07% 0.07% 300 -9,558 -2.65% Q4 2025 Jan 26, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 346,554 11,304 7.64% 7.17% 301 +8,377 2.48% Q4 2025 Feb 04, 2026
Simplicity Wealth,LLC History Added to 342,626 11,176 0.67% 0.56% 302 +41,469 13.77% Q4 2025 Jan 30, 2026
Fairway Financial, LLC History Reduced 341,495 11,139 8.41% 8.66% 303 -2,826 -0.82% Q4 2025 Feb 04, 2026
L2 Asset Management, LLC History Added to 338,738 11,049 1.48% 1.05% 304 +111,552 49.1% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Added to 337,327 11,003 1.65% 1.6% 305 +19,176 6.03% Q4 2025 Jan 08, 2026
Apollon Wealth Management, LLC History Reduced 336,483 10,976 0.19% 0.2% 306 -9,686 -2.8% Q4 2025 Jan 22, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Reduced 334,413 10,908 4.77% 4.89% 307 -5,678 -1.67% Q4 2025 Feb 05, 2026
DHJJ Financial Advisors, Ltd. History Reduced 331,855 10,825 3.6% 3.62% 308 -2,691 -0.8% Q4 2025 Jan 23, 2026
Certified Advisory Corp History Added to 331,819 10,823 0.99% 0.99% 309 +5,206 1.59% Q4 2025 Jan 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 328,346 10,710 0.14% 0.14% 310 -2,602 -0.79% Q4 2025 Feb 09, 2026
MBA Advisors LLC History Added to 324,776 10,594 4.27% 4.34% 311 +6,755 2.12% Q4 2025 Jan 21, 2026
Compass Financial Group, INC/SD History Added to 324,473 10,584 1.51% 1.24% 312 +64,904 25.0% Q4 2025 Jan 27, 2026
IEQ CAPITAL, LLC History Added to 323,868 10,564 0.03% 0.03% 313 +379 0.12% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 488,208 10,505 0.25% 0.26% 314 +64,102 15.11% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Added to 328,361 10,365 0.23% 0.23% 315 +842 0.26% Q4 2025 Feb 04, 2026
BLB&B Advisors, LLC History Added to 317,456 10,355 0.43% 0.42% 316 +12,296 4.03% Q4 2025 Jan 26, 2026
MSH Capital Advisors LLC History Added to 315,675 10,297 2.2% 2.63% 317 +8,595 2.8% Q4 2025 Feb 09, 2026
Prota Financial, LLC History New 315,580 10,294 7.41% — 318 +315,580 New Q4 2025 Apr 09, 2026
HBW ADVISORY SERVICES LLC History Added to 314,904 10,272 1.12% 0.78% 319 +97,647 44.95% Q4 2025 Jan 23, 2026
Capital Squared Financial LLC History Added to 314,875 10,271 8.01% 8.46% 320 +9,098 2.98% Q4 2025 Apr 17, 2026
DAVENPORT & Co LLC History Reduced 314,676 10,264 0.05% 0.05% 321 -2,220 -0.7% Q4 2025 Jan 12, 2026
Royal Fund Management, LLC History Added to 311,174 10,151 0.92% 0.43% 322 +198,772 176.84% Q4 2025 Jan 15, 2026
Sage Financial Management Group, Inc. History Reduced 307,908 10,043 3.07% 3.17% 323 -2,968 -0.95% Q4 2025 Feb 05, 2026
Keating Financial Advisory Services, Inc. History New 304,469 9,931 1.35% — 324 +304,469 New Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 300,942 9,894 0.37% 0.58% 325 +3,409 1.15% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 300,161 9,791 0.0% 0.0% 326 -83,839 -21.83% Q4 2025 Feb 17, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 299,751 9,777 1.07% 1.11% 327 -7,006 -2.28% Q4 2025 Feb 18, 2026
Bishop & Co Investment Management, LLC History Reduced 299,588 9,772 3.24% 3.3% 328 -9,650 -3.12% Q4 2025 Jan 21, 2026
WARNER FINANCIAL, INC History Added to 299,442 9,768 3.39% 3.52% 329 +3,691 1.25% Q4 2025 Jan 21, 2026
&PARTNERS History Added to 297,181 9,708 0.05% 0.06% 330 +19,259 6.93% Q4 2025 Feb 17, 2026
Wilkins Miller Wealth Management, LLC History Added to 296,754 9,680 5.76% 5.86% 331 +253 0.09% Q4 2025 Jan 21, 2026
KEYVANTAGE WEALTH, LLC History Reduced 295,244 9,630 4.12% 4.37% 332 -31,053 -9.52% Q4 2025 Feb 10, 2026
Independent Solutions Wealth Management, LLC History Reduced 294,599 9,609 1.77% 1.71% 333 -6,796 -2.25% Q4 2025 Feb 05, 2026
Bravera Wealth History New 294,223 9,597 4.81% — 334 +294,223 New Q4 2025 Apr 22, 2026
Noble Family Wealth, LLC History Reduced 292,410 9,538 2.01% 2.11% 335 -7,307 -2.44% Q4 2025 Jan 07, 2026
BENJAMIN EDWARDS INC History Reduced 290,712 9,485 0.1% 0.11% 336 -634 -0.22% Q4 2025 Feb 02, 2026
Affinity Capital Advisors, LLC History Reduced 289,890 9,456 1.31% 1.5% 337 -13,876 -4.57% Q4 2025 Jan 09, 2026
Corient Private Wealth LLC History Added to 288,651 9,417 0.01% 0.01% 338 +161,279 126.62% Q4 2025 Mar 09, 2026
RFG Advisory, LLC History Added to 285,993 9,329 0.18% 0.17% 339 +30,162 11.79% Q4 2025 Feb 03, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 284,074 9,266 2.69% 2.14% 340 +80,347 39.44% Q4 2025 Feb 11, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 282,903 9,228 2.07% 1.14% 341 +128,464 83.18% Q4 2025 Jan 14, 2026
Cresset Asset Management, LLC History Reduced 281,865 9,194 0.04% 0.05% 342 -46,579 -14.18% Q4 2025 Feb 17, 2026
KICKSTAND VENTURES, LLC. History Added to 279,881 9,129 1.92% 1.94% 343 +4,012 1.45% Q4 2025 Jan 29, 2026
TOMPKINS FINANCIAL CORP History Added to 278,548 9,086 0.71% 0.62% 344 +46,532 20.06% Q4 2025 Jan 08, 2026
One Charles Private Wealth Services, LLC History Reduced 274,945 8,968 2.32% 2.31% 345 -122 -0.04% Q4 2025 Feb 06, 2026
Courage Miller Partners, LLC History Reduced 273,958 8,936 2.69% 2.75% 346 -13,513 -4.7% Q4 2025 Jan 26, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 271,779 8,865 2.65% 2.69% 347 +903 0.33% Q4 2025 Jan 30, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 270,205 8,824 7.44% — 348 +270,205 New Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Reduced 269,431 8,788 0.31% 0.31% 349 -26 -0.01% Q4 2025 Jan 13, 2026
Brookstone Capital Management History Reduced 264,538 8,629 0.1% 0.11% 350 -29,921 -10.16% Q4 2025 Jan 15, 2026
RCW Management, LLC History New 262,645 8,567 8.65% — 351 +262,645 New Q4 2025 Jan 30, 2026
Acorn Wealth Advisors, LLC History Added to 262,569 8,564 2.55% 2.15% 352 +47,945 22.34% Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Added to 262,178 8,552 0.32% 0.12% 353 +206,216 368.49% Q4 2025 Feb 04, 2026
JMG Financial Group, Ltd. History Reduced 259,882 8,477 0.24% 0.24% 354 -4,879 -1.84% Q4 2025 Feb 10, 2026
Entelevest, LLC History New 257,931 8,415 8.43% — 355 +257,931 New Q4 2025 Feb 11, 2026
Integrated Investment Consultants, LLC History Reduced 256,488 8,366 1.64% 1.43% 356 -6,886 -2.61% Q4 2025 Mar 03, 2026
FIDELIS iM, LLC History New 256,045 8,352 3.24% — 357 +256,045 New Q4 2025 Jan 23, 2026
Cape Investment Advisory, Inc. History Added to 255,996 8,350 2.57% 0.34% 358 +245,003 2228.72% Q4 2025 Feb 17, 2026
Cambridge Advisors Inc. History Reduced 254,295 8,295 1.58% 1.59% 359 -691 -0.27% Q4 2025 Jan 21, 2026
Beacon Bridge Wealth Partners, LLC History Added to 254,119 8,289 2.75% 2.75% 360 +11,791 4.87% Q4 2025 Jan 27, 2026
HC Advisors, LLC History Added to 253,826 8,279 5.73% 5.15% 361 +24,033 10.46% Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 253,410 8,266 0.26% 0.26% 362 +4,976 2.0% Q4 2025 Jan 30, 2026
Mayfair Advisory Group, LLC History Reduced 253,503 8,238 3.2% 3.63% 363 -11,804 -4.45% Q4 2025 Jan 21, 2026
MADDEN SECURITIES Corp History Reduced 249,447 8,136 2.48% 2.49% 364 -5,316 -2.09% Q4 2025 Feb 04, 2026
Tenzing Financial LLC History New 249,052 8,124 6.59% — 365 +249,052 New Q4 2025 Feb 13, 2026
Valpey Financial Services, LLC History Reduced 245,365 8,003 5.11% 5.25% 366 -5,910 -2.35% Q4 2025 Mar 04, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 244,527 7,976 0.95% 1.09% 367 -23,266 -8.69% Q4 2025 Jan 26, 2026
Snider Financial Group History Reduced 244,141 7,963 2.12% 2.19% 368 -7,580 -3.01% Q4 2025 Jan 21, 2026
Cambridge Financial Group, LLC History Added to 270,936 7,931 2.76% 2.75% 369 +2,833 1.06% Q4 2025 Jan 09, 2026
Betterment LLC History Added to 242,522 7,911 0.02% 0.01% 370 +11,204 4.84% Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Added to 242,210 7,900 0.06% 0.05% 371 +8,898 3.81% Q4 2025 Feb 13, 2026
AMARA FINANCIAL, LLC. History Reduced 241,264 7,870 5.45% 5.68% 372 -237 -0.1% Q4 2025 Feb 03, 2026
Bauman Advisory Group, LLC History New 240,386 7,841 6.32% — 373 +240,386 New Q4 2025 Feb 20, 2026
Selby Wealth Management, LLC History New 236,729 7,722 3.11% — 374 +236,729 New Q4 2025 Feb 13, 2026
D.B. Root & Company, LLC History Reduced 236,667 7,720 1.88% 1.97% 375 -7,028 -2.88% Q4 2025 Feb 03, 2026
IHT Wealth Management, LLC History Reduced 235,423 7,679 0.19% 0.28% 376 -109,128 -31.67% Q4 2025 Feb 17, 2026
Grey Ledge Advisors, LLC History Added to 235,257 7,674 1.74% 1.68% 377 +2,940 1.27% Q4 2025 Feb 05, 2026
Financially Speaking Inc History Reduced 232,243 7,575 4.9% 5.61% 378 -35,632 -13.3% Q4 2025 Feb 10, 2026
Foster Victor Wealth Advisors, LLC History Added to 233,232 7,547 0.44% 0.45% 379 +8,548 3.8% Q4 2025 Jan 26, 2026
Fingerlakes Wealth Management, Inc. History Added to 231,236 7,542 4.79% 4.54% 380 +12,988 5.95% Q4 2025 Feb 05, 2026
Truepoint, Inc. History Reduced 231,104 7,538 0.17% 0.19% 381 -19,007 -7.6% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History Added to 230,836 7,529 0.57% 0.56% 382 +514 0.22% Q4 2025 Jan 23, 2026
Csenge Advisory Group History Added to 230,572 7,521 0.34% 0.35% 383 +1,365 0.6% Q4 2025 Feb 06, 2026
Joseph P. Lucia & Associates, LLC History Reduced 229,943 7,500 2.7% 2.85% 384 -6,926 -2.92% Q4 2025 Jan 28, 2026
New Hampshire Trust History Added to 229,865 7,498 1.46% 0.74% 386 +109,829 91.5% Q4 2025 Jan 29, 2026
Institute for Wealth Management, LLC. History Reduced 229,865 7,498 0.79% 0.77% 385 -1,016 -0.44% Q4 2025 Jan 27, 2026
WPG Advisers, LLC History Added to 229,600 7,489 5.56% 4.14% 387 +62,160 37.12% Q4 2025 Jan 28, 2026
Liberty Capital Management, Inc. History Added to 229,546 7,487 1.39% 1.36% 388 +3,279 1.45% Q4 2025 Jan 26, 2026
JANE STREET GROUP, LLC History Added to 229,356 7,481 0.0% 0.0% 389 +149,256 186.34% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 225,847 7,367 0.18% 0.17% 390 +10,208 4.73% Q4 2025 Feb 13, 2026
Westbourne Investment Advisors, Inc. History Added to 225,659 7,360 2.03% 1.99% 391 +2,125 0.95% Q4 2025 Jan 23, 2026
Gleason Group, Inc. History Added to 224,865 7,335 0.72% 0.72% 392 +220 0.1% Q4 2025 Jan 15, 2026
Newman Dignan & Sheerar, Inc. History Reduced 222,742 7,265 1.51% 1.55% 393 -2,581 -1.15% Q4 2025 Jan 22, 2026
Claro Advisors Inc. History Reduced 220,905 7,205 0.98% 1.1% 394 -16,174 -6.82% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 219,109 7,204 0.49% 0.49% 395 +14,013 6.83% Q4 2025 Jan 15, 2026
NESTEGG ADVISORS, INC. History Added to 219,337 7,154 6.11% 6.12% 396 +3,331 1.54% Q4 2025 Jan 21, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 219,007 7,144 0.19% 0.22% 397 -31,917 -12.72% Q4 2025 Jan 23, 2026
Retirement Planning Group, LLC History Reduced 215,333 7,024 0.23% 0.24% 398 -2,261 -1.04% Q4 2025 Feb 03, 2026
Pinnacle Family Advisors, LLC History Reduced 214,986 7,012 3.09% 3.01% 399 -1,531 -0.71% Q4 2025 Feb 17, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 213,707 6,971 2.33% 2.38% 400 +1,682 0.79% Q4 2025 Jan 26, 2026
IMA Advisory Services, Inc. History Reduced 212,471 6,930 0.67% 0.69% 401 -1,726 -0.81% Q4 2025 Feb 11, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 211,441 6,897 0.41% 0.43% 402 +13,473 6.81% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Reduced 210,151 6,855 0.04% 0.04% 403 -256 -0.12% Q4 2025 Feb 12, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 210,084 6,852 4.68% 5.35% 404 -14,714 -6.55% Q4 2025 Feb 05, 2026
JFS WEALTH ADVISORS, LLC History Reduced 209,672 6,839 0.39% 0.39% 405 -1,022 -0.49% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 208,899 6,814 0.43% 0.45% 406 -2,736 -1.29% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 208,433 6,799 0.09% 0.09% 407 -3,806 -1.79% Q4 2025 Feb 09, 2026
Daybright Advisory Services, Inc. History New 206,642 6,740 1.8% — 408 +206,642 New Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 206,299 6,729 1.5% 1.51% 409 +11,792 6.06% Q4 2025 Jan 09, 2026
Orgel Wealth Management, LLC History Added to 205,856 6,715 0.15% 0.14% 410 +16,030 8.44% Q4 2025 Jan 07, 2026
CX Institutional History Added to 203,270 6,631 0.2% 0.19% 411 +6,785 3.45% Q4 2025 Feb 02, 2026
BlackRock, Inc. History Added to 202,016 6,589 0.0% 0.0% 412 +118,728 142.55% Q4 2025 Feb 12, 2026
Prostatis Group LLC History Added to 199,783 6,516 1.56% 1.36% 413 +29,289 17.18% Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Reduced 199,420 6,505 0.13% 0.17% 414 -52,508 -20.84% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Added to 198,680 6,480 0.39% 0.38% 415 +15,561 8.5% Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 196,932 6,423 0.03% 0.03% 416 0 0.0% Q4 2025 Feb 12, 2026
Latko Wealth Management, Ltd. History Added to 196,074 6,395 3.13% 2.41% 417 +47,382 31.87% Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History Added to 195,957 6,392 0.49% 0.46% 418 +12,359 6.73% Q4 2025 Jan 07, 2026
Wealthspire Retirement, LLC History Reduced 194,063 6,330 0.38% 0.4% 419 -3,359 -1.7% Q4 2025 Feb 18, 2026
Guardian Financial Partners, LLC History Added to 193,253 6,303 2.66% 2.57% 420 +2,100 1.1% Q4 2025 Jan 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 190,984 6,229 0.08% 0.08% 421 -2,263 -1.17% Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 189,887 6,194 0.12% 0.14% 422 +7,877 4.33% Q4 2025 Feb 13, 2026
Cooper Financial Group History Added to 189,004 6,165 0.66% 0.48% 423 +53,360 39.34% Q4 2025 Jan 08, 2026
Chesapeake Wealth Management History Added to 186,648 6,088 1.81% 1.7% 424 +12,453 7.15% Q4 2025 Feb 03, 2026
Steele Capital Management, Inc. History Reduced 185,382 6,047 0.26% 0.27% 425 -4,957 -2.6% Q4 2025 Jan 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 185,185 6,040 0.36% 0.35% 426 +8,453 4.78% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 184,868 6,030 0.05% — 427 +184,868 New Q4 2025 Feb 18, 2026
FIFTH THIRD SECURITIES, INC. History Added to 184,685 6,024 0.39% 0.4% 428 +1,063 0.58% Q4 2025 Jan 23, 2026
Cassady Wealth & Retirement Planning, LLC History New 184,345 6,013 3.92% — 429 +184,345 New Q4 2025 Apr 02, 2026
Keudell/Morrison Wealth Management History New 182,825 5,963 1.25% — 430 +182,825 New Q4 2025 Feb 06, 2026
Plus Group Wealth Advisors LLC History New 181,763 5,929 6.58% — 431 +181,763 New Q4 2025 Feb 05, 2026
Fermata Advisors, LLC History Reduced 181,665 5,925 1.42% 1.56% 432 -11,294 -5.85% Q4 2025 Jan 08, 2026
Independent Advisor Alliance History Added to 181,109 5,907 0.14% 0.1% 433 +65,918 57.22% Q4 2025 Feb 04, 2026
Eagle Capital Management, LLC History Added to 179,534 5,856 2.13% 2.14% 434 +2,306 1.3% Q4 2025 Jan 12, 2026
Apex Wealth Management, LLC History Reduced 180,843 5,852 5.94% 7.37% 435 -142,159 -44.01% Q4 2025 Jan 26, 2026
Madden Advisory Services, Inc. History Added to 179,357 5,850 2.35% 2.15% 436 +5,099 2.93% Q4 2025 Feb 11, 2026
Long Island Wealth Management, Inc. History Reduced 179,095 5,842 2.76% 2.8% 437 -979 -0.54% Q4 2025 Jan 21, 2026
Secure Asset Management, LLC History Added to 179,013 5,839 0.91% 0.68% 438 +50,372 39.16% Q4 2025 Jan 20, 2026
MRWM Advisors, LLC History Reduced 178,816 5,832 3.13% 3.82% 439 -31,234 -14.87% Q4 2025 Jan 26, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 177,910 5,803 3.15% 3.05% 440 +7,859 4.62% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Added to 177,699 5,796 0.0% 0.0% 441 +48,012 37.02% Q4 2025 Feb 17, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 174,552 5,693 0.27% 0.09% 442 +116,221 199.24% Q4 2025 Feb 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 174,071 5,678 0.48% 0.48% 443 -422 -0.24% Q4 2025 Jan 15, 2026
Marble Wealth, LLC History New 173,395 5,656 0.79% — 444 +173,395 New Q4 2025 Feb 10, 2026
Compass Advisory Group LLC History Reduced 173,064 5,645 1.53% 1.6% 445 -5,130 -2.88% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Reduced 172,980 5,642 0.18% 0.16% 446 -3,535 -2.0% Q4 2025 Jan 09, 2026
Dakota Wealth Management History Reduced 172,096 5,613 0.1% 0.11% 447 -726 -0.42% Q4 2025 Jan 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 170,797 5,602 0.26% 0.33% 448 +1,758 1.04% Q4 2025 Feb 03, 2026
Perissos Private Wealth Management, LLC History Added to 170,953 5,576 4.81% 3.65% 449 +13,741 8.74% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Added to 170,715 5,568 0.32% 0.29% 450 +19,226 12.69% Q4 2025 Feb 04, 2026
CENTAURUS FINANCIAL, INC. History Added to 169,999 5,545 0.25% 0.24% 451 +12,094 7.66% Q4 2025 Feb 13, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 169,530 5,530 2.48% 2.57% 452 +1,430 0.85% Q4 2025 Jan 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 168,879 5,508 0.11% 0.1% 453 +9,598 6.03% Q4 2025 Feb 12, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 166,861 5,443 2.01% 2.1% 454 -6,718 -3.87% Q4 2025 Feb 17, 2026
HCR Wealth Advisors History Added to 165,542 5,399 0.53% 0.55% 455 +25 0.02% Q4 2025 Jan 27, 2026
Avior Wealth Management, LLC History Reduced 165,430 5,396 0.17% 0.2% 456 -27,186 -14.11% Q4 2025 Jan 06, 2026
OneAscent Financial Services LLC History New 163,504 5,333 0.49% — 457 +163,504 New Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 163,473 5,332 0.07% 0.07% 458 +5,681 3.6% Q4 2025 Jan 29, 2026
Harbor Asset Planning, Inc. History Added to 162,992 5,316 4.54% 4.65% 459 +77 0.05% Q4 2025 Jan 26, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 161,628 5,272 2.4% 6.61% 460 -427,088 -72.55% Q4 2025 Jan 23, 2026
Bigelow Investment Advisors, LLC History Added to 160,652 5,240 2.05% 2.04% 461 +1,792 1.13% Q4 2025 Jan 28, 2026
Nabity-Jensen Investment Management Inc History Reduced 160,081 5,221 3.54% 3.56% 462 -925 -0.57% Q4 2025 Jan 26, 2026
RWA WEALTH PARTNERS, LLC History Reduced 158,990 5,186 0.06% 0.06% 463 -4,506 -2.76% Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Added to 158,283 5,163 0.01% 0.01% 464 +23,086 17.08% Q4 2025 Jan 30, 2026
GeoWealth Management, LLC History Reduced 157,097 5,124 0.19% 0.2% 465 -15,555 -9.01% Q4 2025 Feb 17, 2026
RTD Financial Advisors, Inc. History Reduced 157,060 5,123 0.63% 0.63% 466 -7,131 -4.34% Q4 2025 Jan 27, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 156,032 5,089 1.34% 1.37% 467 +3,688 2.42% Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Added to 155,408 5,069 0.01% 0.01% 468 +27,766 21.75% Q4 2025 Feb 13, 2026
Milestone Asset Management Group, LLC History Reduced 154,829 5,050 2.85% 3.12% 469 -704 -0.45% Q4 2025 Feb 03, 2026
Winthrop Capital Management, LLC History Reduced 154,587 5,043 1.18% 1.21% 470 -1,971 -1.26% Q4 2025 Feb 10, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 153,567 5,009 2.33% 2.39% 471 -557 -0.36% Q4 2025 Jan 15, 2026
WESBANCO BANK INC History Reduced 152,891 4,987 0.14% 0.14% 472 -758 -0.49% Q4 2025 Feb 03, 2026
Arsenal Capital Advisors LLC History New 152,642 4,979 3.52% — 473 +152,642 New Q4 2025 Feb 11, 2026
Boyd Wealth Management, LLC History Reduced 152,584 4,977 2.11% 2.11% 474 -1,168 -0.76% Q4 2025 Jan 28, 2026
Elevated Financial Group LLC History New 152,573 4,976 1.72% — 475 +152,573 New Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Added to 151,384 4,938 0.0% 0.0% 476 +12,105 8.69% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 150,683 4,915 0.29% 2.55% 477 -1,680,969 -91.77% Q4 2025 Jan 30, 2026
Parsonex Advisory Services, Inc. History Reduced 150,531 4,910 3.13% 3.28% 478 -450 -0.3% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 150,217 4,900 0.03% 0.03% 479 +9,784 6.97% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History Added to 149,157 4,865 0.07% 0.07% 480 +8,617 6.13% Q4 2025 Feb 02, 2026
KANE INVESTMENT MANAGEMENT, INC. History Reduced 147,852 4,822 2.34% 2.38% 481 -5,525 -3.6% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 147,464 4,810 0.01% 0.02% 482 -58,544 -28.42% Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History Added to 147,374 4,807 0.29% 0.24% 483 +34,082 30.08% Q4 2025 Jan 28, 2026
Arax Advisory Partners History New 146,435 4,776 0.14% — 484 +146,435 New Q4 2025 Feb 13, 2026
BridgePort Financial Solutions, LLC History Added to 146,074 4,764 1.28% 1.24% 485 +1,969 1.37% Q4 2025 Jan 16, 2026
Gladstone Institutional Advisory LLC History Added to 145,273 4,738 0.18% 0.18% 486 +679 0.47% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Reduced 144,203 4,703 0.1% 0.11% 487 -788 -0.54% Q4 2025 Feb 03, 2026
Uniting Wealth Partners, LLC History Added to 141,933 4,629 1.42% 1.04% 488 +3,772 2.73% Q4 2025 Feb 13, 2026
KPP Advisory Services LLC History Added to 141,898 4,628 0.67% 0.62% 489 +11,237 8.6% Q4 2025 Feb 02, 2026
Forefront Wealth Partners, LLC History Added to 141,658 4,620 2.19% 1.09% 490 +6,112 4.51% Q4 2025 Feb 06, 2026
Burns Matteson Capital Management, LLC History Added to 140,872 4,595 1.61% 1.76% 491 +1,394 1.0% Q4 2025 Jan 15, 2026
FAGAN ASSOCIATES, INC. History Reduced 140,825 4,593 0.61% 0.63% 492 -1,984 -1.39% Q4 2025 Jan 30, 2026
Barden Capital Management, Inc. History Added to 139,332 4,544 3.73% 3.53% 493 +6,319 4.75% Q4 2025 Jan 06, 2026
CENTRAL TRUST Co History Added to 138,213 4,508 0.09% 0.09% 494 +306 0.22% Q4 2025 Feb 02, 2026
Monetary Solutions, Ltd History New 138,191 4,507 4.44% — 495 +138,191 New Q4 2025 Feb 23, 2026
Embree Financial Group History Reduced 137,500 4,485 0.55% 0.6% 496 -3,383 -2.4% Q4 2025 Jan 14, 2026
Advisory Alpha, LLC History Reduced 137,325 4,479 0.12% 0.12% 497 -1,545 -1.11% Q4 2025 Feb 06, 2026
Linscomb Wealth, Inc. History Added to 136,783 4,461 0.19% 0.19% 498 +2,060 1.53% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Reduced 136,562 4,454 0.04% 0.03% 499 -60,946 -30.86% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 136,509 4,452 0.02% — 500 +136,509 New Q4 2025 Feb 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 134,456 4,385 0.37% 0.37% 501 +1,211 0.91% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Added to 134,396 4,383 0.11% 0.09% 502 +18,444 15.91% Q4 2025 Jan 28, 2026
Waterford Advisors, LLC History Added to 147,643 4,371 1.71% 0.14% 503 +135,063 1073.63% Q4 2025 Feb 20, 2026
Madison Wealth Partners, Inc History Added to 133,405 4,351 0.79% 0.48% 504 +56,779 74.1% Q4 2025 Feb 10, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 132,677 4,327 1.21% 1.19% 505 +3,485 2.7% Q4 2025 Jan 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 132,510 4,322 0.18% 0.18% 506 +364 0.28% Q4 2025 Feb 09, 2026
GUERRA PAN ADVISORS, LLC History Reduced 132,302 4,315 2.56% 2.61% 507 -2,759 -2.04% Q4 2025 Jan 13, 2026
CITADEL ADVISORS LLC History Reduced 132,200 4,312 0.0% 0.0% 508 -48,400 -26.8% Q4 2025 Feb 17, 2026
FSA WEALTH PARTNERS, INC. History Reduced 131,170 4,278 1.54% 1.65% 509 -2,827 -2.11% Q4 2025 Jan 30, 2026
Murphy & Mullick Capital Management Corp History Added to 130,620 4,260 3.07% 3.03% 510 +2,450 1.91% Q4 2025 Feb 10, 2026
Athena Investment Management History Added to 128,302 4,185 2.14% 2.13% 511 +159 0.12% Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 128,260 4,183 0.19% 0.16% 512 +19,953 18.42% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 127,906 4,172 0.01% 0.01% 513 +10,036 8.51% Q4 2025 Feb 11, 2026
Asset Dedication, LLC History Added to 127,897 4,172 0.27% 0.27% 514 +3,158 2.53% Q4 2025 Jan 26, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 127,883 4,171 0.23% 0.24% 515 +8,251 6.9% Q4 2025 Feb 04, 2026
Advyzon Investment Management, LLC History Added to 127,414 4,156 0.48% 0.43% 516 +49,400 63.32% Q4 2025 Feb 13, 2026
Dana Investment Advisors, Inc. History Reduced 126,274 4,119 0.12% 0.12% 517 -4,876 -3.72% Q4 2025 Feb 05, 2026
Diversify Advisory Services, LLC History Added to 126,398 4,090 0.13% 0.13% 518 +14,046 12.5% Q4 2025 Jan 23, 2026
Quotient Wealth Partners, LLC History Reduced 123,872 4,040 0.11% 0.11% 520 -4,680 -3.64% Q4 2025 Jan 22, 2026
GenWealth Group, Inc. History Reduced 123,039 4,040 0.69% 0.74% 519 -1,673 -1.34% Q4 2025 Jan 12, 2026
Veridan Wealth LLC History Reduced 123,160 4,017 1.35% 1.36% 521 -409 -0.33% Q4 2025 Feb 13, 2026
Tempus Wealth Planning, LLC History Added to 122,860 4,007 0.92% 0.87% 522 +3,944 3.32% Q4 2025 Jan 16, 2026
Elevation Capital Advisory, LLC History New 122,387 3,992 1.63% — 523 +122,387 New Q4 2025 Jan 26, 2026
Pallas Capital Advisors LLC History Reduced 120,743 3,938 0.13% 0.15% 524 -10,750 -8.18% Q4 2025 Jan 14, 2026
AIRE ADVISORS, LLC History Reduced 120,494 3,930 0.72% 0.7% 525 -481 -0.4% Q4 2025 Feb 17, 2026
Piedmont Capital Management, LLC/NC History New 119,522 3,898 2.56% — 526 +119,522 New Q4 2025 Feb 13, 2026
Archer Investment Management, LLC History New 118,815 3,875 2.08% — 527 +118,815 New Q4 2025 Jan 12, 2026
Texas Yale Capital Corp. History No change 118,534 3,866 0.12% 0.12% 528 0 0.0% Q4 2025 Feb 10, 2026
Midwest Financial Group LLC History Added to 117,586 3,835 1.69% 1.5% 529 +18,684 18.89% Q4 2025 Jan 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 117,518 3,833 0.0% 0.0% 530 +46,190 64.76% Q4 2025 Feb 06, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 116,718 3,807 0.72% 0.59% 531 +19,275 19.78% Q4 2025 Jan 28, 2026
Joseph Group Capital Management History Reduced 116,191 3,790 1.0% 1.14% 532 -10,700 -8.43% Q4 2025 Jan 30, 2026
Meramec Financial Planners, LLC History New 121,566 3,781 1.47% — 533 +121,566 New Q4 2025 Feb 10, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 114,888 3,747 0.61% 0.59% 534 +3,142 2.81% Q4 2025 Jan 28, 2026
Curi Capital, LLC History Reduced 113,091 3,689 0.06% 0.07% 535 -1,351 -1.18% Q4 2025 Feb 17, 2026
LifePlan Investment Advisors, Inc. History Added to 112,708 3,676 1.5% 1.5% 536 +284 0.25% Q4 2025 Feb 09, 2026
Broadview Financial Management, LLC History Reduced 112,594 3,672 2.46% 2.44% 537 -611 -0.54% Q4 2025 Feb 13, 2026
WEALTHGARDEN F.S. LLC History Added to 112,755 3,660 2.41% 2.59% 538 +350 0.31% Q4 2025 Feb 11, 2026
Sightline Wealth Advisors, LLC History Added to 110,617 3,608 1.54% 1.4% 539 +13,379 13.76% Q4 2025 Jan 26, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 109,868 3,583 0.25% 0.23% 540 +492 0.45% Q4 2025 Jan 14, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 109,581 3,574 1.87% — 541 +109,581 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 109,048 3,557 0.0% 0.0% 542 +4,854 4.66% Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 108,656 3,544 0.05% 0.15% 543 -196,081 -64.34% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 108,289 3,532 0.12% 0.12% 544 +993 0.93% Q4 2025 Feb 06, 2026
Livet Wealth, LLC History New 107,991 3,522 2.17% — 545 +107,991 New Q4 2025 Feb 13, 2026
BFSG, LLC History Added to 107,891 3,519 0.34% 0.32% 546 +4,856 4.71% Q4 2025 Jan 22, 2026
CAPITAL WEALTH MANAGEMENT, LLC History New 107,800 3,516 1.14% — 547 +107,800 New Q4 2025 Feb 02, 2026
FC Advisory LLC History Reduced 107,434 3,504 1.01% 1.03% 548 -2,607 -2.37% Q4 2025 Jan 13, 2026
Apella Capital, LLC History Reduced 107,087 3,493 0.07% 0.08% 550 -1,047 -0.97% Q4 2025 Jan 21, 2026
Parkside Financial Bank & Trust History Added to 107,092 3,493 0.26% 0.26% 549 +541 0.51% Q4 2025 Feb 13, 2026
Bensler, LLC History Reduced 106,849 3,485 0.35% 0.36% 552 -3,062 -2.79% Q4 2025 Feb 04, 2026
STALEY CAPITAL ADVISERS INC History No change 129,510 3,485 0.14% 0.14% 551 0 0.0% Q4 2025 Feb 05, 2026
Tyche Wealth Partners LLC History Added to 106,834 3,484 0.55% 0.29% 553 +55,250 107.11% Q4 2025 Jan 23, 2026
Ciovacco Capital Management LLC History Added to 106,782 3,483 1.74% 1.67% 554 +2,706 2.6% Q4 2025 Feb 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 106,746 3,482 0.42% 0.39% 555 +4,134 4.03% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 105,724 3,480 0.12% 0.09% 556 +33,050 45.48% Q4 2025 Jan 08, 2026
Bawa N Mallick Trust History No change 106,520 3,474 1.29% 1.29% 557 0 0.0% Q4 2025 Mar 12, 2026
Avestar Capital, LLC History Added to 105,727 3,448 0.22% 0.22% 558 +63 0.06% Q4 2025 Feb 10, 2026
Revisor Wealth Management LLC History Added to 106,868 3,439 0.92% 1.11% 559 +7,724 7.79% Q4 2025 Jan 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 105,376 3,437 0.06% 0.07% 560 -4,406 -4.01% Q4 2025 Jan 16, 2026
Columbus Macro, LLC History Added to 105,121 3,429 0.38% 0.27% 561 +32,008 43.78% Q4 2025 Jan 15, 2026
Elgethun Capital Management History Reduced 104,946 3,423 0.59% 0.61% 562 -127 -0.12% Q4 2025 Feb 10, 2026
Summit Financial Wealth Advisors, LLC History Added to 104,539 3,410 0.49% 0.47% 563 +10,342 10.98% Q4 2025 Jan 27, 2026
Capital CS Group, LLC History Added to 104,325 3,403 5.24% 5.05% 564 +4,064 4.05% Q4 2025 Jan 09, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 103,763 3,384 0.27% 0.27% 565 -338 -0.32% Q4 2025 Feb 06, 2026
Oxinas Partners, LLC History Reduced 103,478 3,375 1.62% 1.78% 566 -834 -0.8% Q4 2025 Jan 26, 2026
Alliance Wealth Management Group History Reduced 102,171 3,332 0.73% 0.73% 567 -23 -0.02% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 102,171 3,332 0.53% 0.52% 568 -23 -0.02% Q4 2025 Jan 21, 2026
NWAM LLC History Reduced 101,348 3,292 0.18% 0.2% 569 -13,656 -11.87% Q4 2025 Feb 04, 2026
Clearview Wealth Advisors LLC History Reduced 100,351 3,273 2.07% 2.06% 570 -358 -0.36% Q4 2025 Feb 17, 2026
CYPRESS FINANCIAL PLANNING LLC History New 99,854 3,257 0.9% — 571 +99,854 New Q4 2025 Jan 14, 2026
Moors & Cabot, Inc. History Added to 98,517 3,213 0.14% 0.11% 572 +18,876 23.7% Q4 2025 Feb 10, 2026
J. Derek Lewis & Associates Inc. History New 98,286 3,206 0.75% — 573 +98,286 New Q4 2025 Mar 23, 2026
Game Plan Financial Advisors, LLC History Reduced 119,038 3,203 1.29% 1.3% 574 -325 -0.27% Q4 2025 Jan 14, 2026
Avant Capital LLC History Reduced 98,039 3,198 2.2% 2.22% 575 -1,060 -1.07% Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History Added to 96,936 3,162 0.29% 0.27% 576 +7,223 8.05% Q4 2025 Feb 09, 2026
Brand Asset Management Group, Inc. History Reduced 96,452 3,146 0.88% 0.95% 577 -9,420 -8.9% Q4 2025 Feb 11, 2026
LongView Wealth Management History Added to 95,570 3,145 0.76% 0.38% 578 +51,218 115.48% Q4 2025 Jan 13, 2026
AllGen Financial Advisors, Inc. History Reduced 95,768 3,123 0.74% 0.85% 579 -12,154 -11.26% Q4 2025 Jan 22, 2026
Heirloom Wealth Management History Added to 95,555 3,117 0.72% 0.71% 580 +3,103 3.36% Q4 2025 Jan 15, 2026
Parallel Advisors, LLC History Added to 95,181 3,104 0.06% 0.01% 581 +75,520 384.11% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 94,077 3,068 0.27% 0.31% 582 -689 -0.73% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Reduced 93,809 3,060 0.04% 0.15% 583 -150,664 -61.63% Q4 2025 Feb 06, 2026
BCS Wealth Management History Added to 93,400 3,046 0.31% 0.34% 584 +45,545 95.17% Q4 2025 Jan 26, 2026
Santori & Peters, Inc. History Added to 92,778 3,026 1.03% 1.06% 585 +125 0.13% Q4 2025 Jan 15, 2026
CRUX WEALTH ADVISORS History Reduced 92,185 3,007 1.12% 1.18% 587 -742 -0.8% Q4 2025 Jan 21, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 92,208 3,007 0.52% 0.51% 586 +13 0.01% Q4 2025 Jan 26, 2026
JT Stratford LLC History Added to 92,069 3,003 0.39% 0.39% 588 +832 0.91% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 91,807 2,994 0.06% 0.05% 589 +12,820 16.23% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 90,089 2,938 0.05% 0.01% 590 +77,401 610.03% Q4 2025 Feb 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 89,814 2,929 0.05% 0.01% 591 +63,802 245.28% Q4 2025 Jan 13, 2026
BIRCHBROOK, INC. History Reduced 89,639 2,924 1.46% 1.52% 592 -2,613 -2.83% Q4 2025 Feb 04, 2026
Scott Capital Advisors, LLC History Added to 88,669 2,892 0.64% 0.65% 593 +420 0.48% Q4 2025 Jan 12, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 87,774 2,878 2.67% — 594 +87,774 New Q4 2025 Feb 18, 2026
Spire Wealth Management History Added to 87,745 2,862 0.1% 0.08% 595 +10,072 12.97% Q4 2025 Jan 14, 2026
WESPAC Advisors, LLC History Added to 87,684 2,860 1.55% 0.65% 596 +52,870 151.86% Q4 2025 Jan 14, 2026
Highland Financial Advisors, LLC History No change 86,312 2,815 0.78% 0.79% 597 0 0.0% Q4 2025 Jan 23, 2026
Sage Mountain Advisors LLC History Added to 86,048 2,806 0.15% 0.16% 598 +4 0.0% Q4 2025 Jan 23, 2026
True Vision MN LLC History Added to 85,311 2,782 1.41% 1.41% 599 +522 0.62% Q4 2025 Jan 14, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 85,082 2,775 0.19% 0.19% 600 -1,500 -1.73% Q4 2025 Jan 13, 2026
United Advisor Group, LLC History Reduced 84,683 2,762 0.34% 0.37% 601 -690 -0.81% Q4 2025 Jan 26, 2026
Ocean Park Asset Management, LLC History New 84,396 2,752 0.13% — 603 +84,396 New Q4 2025 Jan 15, 2026
J.E. Simmons & Co., P.C. History New 84,395 2,752 1.78% — 604 +84,395 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 84,377 2,752 0.0% 0.01% 602 -10,641 -11.2% Q4 2025 Feb 12, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 84,206 2,746 0.08% 0.08% 605 -475 -0.56% Q4 2025 Feb 13, 2026
TFR Capital, LLC. History Added to 84,070 2,742 0.91% 0.88% 606 +1,822 2.22% Q4 2025 Jan 27, 2026
Barnes Wealth Management Group, Inc History Reduced 83,609 2,727 1.46% 1.5% 607 -1,888 -2.21% Q4 2025 Feb 24, 2026
Millennium Capital Advisors, LLC History Reduced 83,386 2,720 1.6% 1.87% 608 -13,760 -14.16% Q4 2025 Feb 05, 2026
Onyx Bridge Wealth Group LLC History Reduced 83,134 2,711 0.29% 0.34% 609 -14,678 -15.01% Q4 2025 Feb 18, 2026
Prospera Financial Services Inc History Added to 81,805 2,668 0.04% 0.04% 610 +49 0.06% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History Added to 81,742 2,666 1.49% 1.47% 611 +68 0.08% Q4 2025 Feb 17, 2026
Smithfield Trust Co History Reduced 81,657 2,664 0.12% 0.12% 612 -1,089 -1.32% Q4 2025 Feb 09, 2026
Werba Rubin Papier Wealth Management History Reduced 81,492 2,658 0.72% 0.43% 613 -2,177 -2.6% Q4 2025 Jan 27, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 81,085 2,644 0.87% 0.92% 614 +2,385 3.03% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 80,812 2,636 0.0% 51.05% 615 -263,796 -76.55% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 80,720 2,633 0.07% 0.06% 616 +7,203 9.8% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 80,135 2,614 0.06% 0.0% 617 +80,088 170400.0% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 79,210 2,583 0.06% 0.07% 618 +14,912 23.19% Q4 2025 Feb 05, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 79,142 2,581 0.75% 0.75% 619 -1,436 -1.78% Q4 2025 Feb 12, 2026
FOCUSED ALPHA, LLC History New 79,048 2,578 0.76% — 620 +79,048 New Q4 2025 Feb 13, 2026
Aventus Investment Advisors, Inc. History Reduced 78,950 2,575 2.09% 2.15% 621 -60 -0.08% Q4 2025 Jan 14, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 78,532 2,564 1.19% 1.22% 622 +2,081 2.72% Q4 2025 Jan 22, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 78,070 2,546 1.49% 1.51% 623 -3,008 -3.71% Q4 2025 Jan 21, 2026
HBK Sorce Advisory LLC History Added to 81,395 2,532 0.06% 0.06% 624 +786 0.98% Q4 2025 Feb 09, 2026
Tactive Advisors, LLC History Added to 77,144 2,516 0.74% 0.6% 625 +10,089 15.05% Q4 2025 Jan 09, 2026
Clear Creek Financial Management, LLC History Added to 76,739 2,503 0.2% 0.19% 626 +7,157 10.29% Q4 2025 Jan 23, 2026
Comprehensive Financial Planning, Inc./PA History Added to 76,154 2,484 1.64% 1.63% 627 +1,581 2.12% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Added to 76,004 2,479 0.0% 0.0% 628 +2,616 3.56% Q4 2025 Feb 10, 2026
Strategic Advocates LLC History Reduced 75,085 2,468 0.63% 0.62% 629 -1 -0.0% Q4 2025 Feb 11, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 75,629 2,467 0.27% 0.25% 630 +3,088 4.26% Q4 2025 Jan 29, 2026
Old Port Advisors History Reduced 75,400 2,459 0.6% 0.62% 631 -2,494 -3.2% Q4 2025 Jan 08, 2026
Cornerstone Wealth Management, LLC History Added to 75,115 2,450 0.13% 0.13% 632 +1,297 1.76% Q4 2025 Feb 05, 2026
Michels Family Financial, LLC History Added to 74,912 2,443 1.79% 1.78% 633 +3,089 4.3% Q4 2025 Feb 19, 2026
DUNCKER STREETT & CO INC History Added to 74,707 2,436 0.43% 0.41% 634 +312 0.42% Q4 2025 Jan 27, 2026
Nalls Sherbakoff Group, LLC History Reduced 74,059 2,415 1.74% 2.3% 635 -32,623 -30.58% Q4 2025 Mar 12, 2026
Ballast Financial Advisors LLC History New 74,006 2,414 2.49% — 637 +74,006 New Q4 2025 Feb 17, 2026
COOPER/HAIMS ADVISORS, LLC History Reduced 74,027 2,414 1.1% 1.11% 636 -643 -0.86% Q4 2025 Feb 11, 2026
Capital Investment Advisory Services, LLC History Added to 73,910 2,410 0.17% 0.18% 638 +2,674 3.75% Q4 2025 Jan 21, 2026
WealthPoint Financial, LLC History New 73,756 2,405 2.09% — 639 +73,756 New Q4 2025 Feb 19, 2026
Strategic Advisors LLC History Reduced 73,434 2,395 0.38% 0.38% 640 -489 -0.66% Q4 2025 Feb 10, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 73,302 2,391 0.04% 0.04% 641 -646 -0.87% Q4 2025 Jan 28, 2026
Thayer Financial, L.L.C. History New 72,804 2,374 2.51% — 642 +72,804 New Q4 2025 Jan 12, 2026
BG Investment Services, LLC History Added to 72,677 2,370 2.11% 1.63% 643 +20,817 40.14% Q4 2025 Feb 05, 2026
Aspen Grove Capital, LLC History Reduced 72,625 2,369 0.41% 0.39% 644 -55 -0.08% Q4 2025 Feb 17, 2026
OBSIDIAN CIO, LLC History Reduced 72,057 2,350 3.48% 3.15% 645 -681,350 -90.44% Q4 2025 Feb 18, 2026
Beaumont Financial Advisors, LLC History No change 71,980 2,348 0.15% 0.15% 646 0 0.0% Q4 2025 Jan 16, 2026
SIGNATUREFD, LLC History Reduced 71,860 2,344 0.04% 0.05% 647 -26,321 -26.81% Q4 2025 Jan 20, 2026
Nikulski Financial, Inc. History Reduced 71,812 2,342 0.56% 0.81% 648 -28,991 -28.76% Q4 2025 Jan 15, 2026
R. W. Roge & Company, Inc. History Reduced 71,721 2,339 1.16% 1.18% 649 -503 -0.7% Q4 2025 Jan 23, 2026
RDA Financial Network History Added to 71,691 2,338 0.56% 0.45% 650 +14,229 24.76% Q4 2025 Jan 06, 2026
Net Worth Advisory Group History New 71,138 2,320 0.47% — 651 +71,138 New Q4 2025 Jan 14, 2026
RESTON WEALTH MANAGEMENT LLC History Reduced 70,886 2,312 0.71% 0.75% 652 -1,974 -2.71% Q4 2025 Feb 12, 2026
Montis Financial, LLC History Reduced 70,849 2,311 0.46% 0.54% 653 -2,603 -3.54% Q4 2025 Feb 11, 2026
Matthew Goff Investment Advisor, LLC History New 78,037 2,310 0.41% — 654 +78,037 New Q4 2025 Jan 14, 2026
KINTRA WEALTH, LLC History New 70,788 2,309 0.32% — 655 +70,788 New Q4 2025 Feb 18, 2026
Apriem Advisors History Reduced 70,114 2,287 0.21% 0.23% 656 -7,467 -9.62% Q4 2025 Feb 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 69,871 2,279 0.33% 0.34% 657 -1,272 -1.79% Q4 2025 Feb 09, 2026
Wealth Enhancement Trust Services, Inc. History New 69,502 2,267 0.29% — 658 +69,502 New Q4 2025 Jan 27, 2026
Equity Wealth Partners, LLC History Added to 69,503 2,267 1.47% 1.74% 659 +2,319 3.45% Q4 2025 Jan 26, 2026
Atlas Wealth Partners, LLC History Added to 69,439 2,265 2.49% 2.2% 660 +2,026 3.01% Q4 2025 Jan 26, 2026
APPLETON PARTNERS INC/MA History Reduced 69,026 2,252 0.15% 0.15% 661 -300 -0.43% Q4 2025 Jan 09, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 68,494 2,234 0.79% 0.86% 662 -7,161 -9.47% Q4 2025 Jan 21, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 68,331 2,228 0.14% 0.12% 663 +16,085 30.79% Q4 2025 Feb 11, 2026
Quadcap Wealth Management, LLC History Reduced 68,306 2,228 0.25% 0.26% 664 -843 -1.22% Q4 2025 Jan 29, 2026
Chesley Taft & Associates LLC History No change 68,203 2,224 0.09% 0.09% 665 0 0.0% Q4 2025 Jan 14, 2026
American Trust History Reduced 67,923 2,215 0.19% 0.37% 666 -69,139 -50.44% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 67,187 2,191 0.08% 0.08% 667 +25 0.04% Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History Added to 67,014 2,185 0.1% 0.08% 668 +12,631 23.23% Q4 2025 Jan 29, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Reduced 66,924 2,183 1.49% 1.72% 669 -8,216 -10.93% Q4 2025 Feb 09, 2026
Crescent Sterling, Ltd. History Reduced 66,502 2,169 2.22% 2.25% 670 -490 -0.73% Q4 2025 Jan 07, 2026
Westmount Partners, LLC History Added to 66,447 2,167 0.54% 0.54% 671 +1,781 2.75% Q4 2025 Jan 15, 2026
Catalyst Investment Management LLC History New 66,351 2,164 2.05% — 672 +66,351 New Q4 2025 Feb 20, 2026
BROWN ADVISORY INC History Added to 65,314 2,130 0.0% 0.0% 673 +7,072 12.14% Q4 2025 Feb 13, 2026
Rothschild Wealth LLC History New 65,246 2,128 0.2% — 674 +65,246 New Q4 2025 Feb 17, 2026
Park Place Capital Corp History Added to 65,028 2,121 0.44% 0.44% 675 +274 0.42% Q4 2025 Jan 09, 2026
Payne Capital LLC History Added to 64,733 2,111 2.15% 1.9% 676 +5,854 9.94% Q4 2025 Jan 20, 2026
Indie Asset Partners, LLC History No change 64,224 2,094 2.33% 2.73% 677 0 0.0% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 63,988 2,087 0.04% 0.04% 678 +2,641 4.31% Q4 2025 Feb 19, 2026
BLVD Private Wealth, LLC History Reduced 63,833 2,082 1.81% 1.8% 679 -1,963 -2.98% Q4 2025 Jan 27, 2026
Capital Investment Advisors, LLC History Added to 63,530 2,072 0.03% 0.03% 680 +1,098 1.76% Q4 2025 Jan 13, 2026
Precision Wealth Strategies, LLC History Reduced 63,343 2,066 0.67% 0.83% 681 -17,065 -21.22% Q4 2025 Jan 30, 2026
Waterloo Capital, L.P. History Reduced 62,791 2,048 0.15% 0.19% 682 -15,471 -19.77% Q4 2025 Feb 10, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 62,159 2,027 0.44% 0.37% 684 +9,725 18.55% Q4 2025 Jan 26, 2026
Carnegie Investment Counsel History Added to 62,165 2,027 0.04% 0.03% 683 +7,265 13.23% Q4 2025 Jan 23, 2026
K2 Financial Inc. History Added to 61,924 2,024 1.56% 1.57% 685 +940 1.54% Q4 2025 Jan 22, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 61,608 2,009 0.34% 0.31% 686 +5,408 9.62% Q4 2025 Jan 27, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 61,572 2,008 0.46% 0.42% 687 +6,548 11.9% Q4 2025 Jan 23, 2026
Signet Investment Advisory Group, Inc. History Reduced 61,553 2,007 0.93% 1.02% 688 -5,262 -7.88% Q4 2025 Feb 12, 2026
Destination Wealth Management History Added to 61,483 2,005 0.05% 0.04% 689 +14,383 30.54% Q4 2025 Feb 13, 2026
Herold Advisors, Inc. History Added to 60,976 1,989 0.44% 0.45% 690 +197 0.32% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History Reduced 60,860 1,985 0.38% 0.38% 691 -214 -0.35% Q4 2025 Feb 11, 2026
IFG Advisory, LLC History Reduced 60,770 1,982 0.09% 0.09% 692 -4,046 -6.24% Q4 2025 Feb 10, 2026
New England Private Wealth Advisors LLC History Added to 60,656 1,978 0.25% 0.25% 693 +1,120 1.88% Q4 2025 Feb 13, 2026
Prospect Financial Services LLC History Added to 60,560 1,975 1.13% 1.04% 694 +3,631 6.38% Q4 2025 Feb 06, 2026
Rinkey Investments History No change 60,311 1,967 0.5% 0.51% 695 0 0.0% Q4 2025 Feb 04, 2026
Sachetta, LLC History Reduced 60,171 1,962 1.07% 0.72% 696 -415 -0.68% Q4 2025 Feb 02, 2026
Capital Advisors Wealth Management, LLC History Added to 60,005 1,957 0.27% 0.25% 697 +4,325 7.77% Q4 2025 Jan 21, 2026
Investors Research Corp History Reduced 59,784 1,950 0.36% 0.36% 698 -483 -0.8% Q4 2025 Jan 06, 2026
Sprinkle Financial Consultants LLC History Added to 59,669 1,946 0.99% 1.06% 699 +61 0.1% Q4 2025 Jan 08, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 59,172 1,930 0.19% 0.2% 700 +154 0.26% Q4 2025 Jan 27, 2026
First County Bank /CT/ History Added to 58,900 1,921 1.01% 0.91% 701 +3,238 5.82% Q4 2025 Jan 14, 2026
Stewardship Advisors, LLC History Added to 58,808 1,918 0.44% 0.44% 702 +3 0.01% Q4 2025 Jan 15, 2026
MidAtlantic Capital Management, Inc. History Added to 58,679 1,914 1.23% 1.27% 703 +118 0.2% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Added to 58,555 1,910 0.16% 0.09% 704 +23,088 65.1% Q4 2025 Feb 13, 2026
BAILARD, INC. History Added to 58,524 1,909 0.04% 0.04% 705 +712 1.23% Q4 2025 Feb 04, 2026
FINANCIAL CONSULATE, INC History Added to 58,288 1,901 0.26% 0.26% 706 +34 0.06% Q4 2025 Jan 22, 2026
NewEdge Wealth, LLC History Added to 58,246 1,899 0.02% 0.02% 707 +22,027 60.82% Q4 2025 Feb 03, 2026
M Holdings Securities, Inc. History New 57,644 1,880 0.13% — 708 +57,644 New Q4 2025 Feb 11, 2026
STEVENS CAPITAL PARTNERS History Reduced 57,498 1,875 0.49% 0.56% 709 -1,543 -2.61% Q4 2025 Jan 27, 2026
Opus Financial Solutions LLC History New 57,444 1,873 1.77% — 711 +57,444 New Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Reduced 57,420 1,873 0.1% 0.13% 710 -22,411 -28.07% Q4 2025 Feb 06, 2026
Pine Valley Investments Ltd Liability Co History Added to 57,438 1,873 0.09% 0.09% 712 +771 1.36% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 57,358 1,871 0.05% 0.1% 713 +7,343 14.68% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History Added to 57,170 1,864 0.04% 0.04% 714 +59 0.1% Q4 2025 Feb 17, 2026
Yelin Lapidot Holdings Management Ltd. History No change 57,120 1,863 0.37% 0.38% 715 0 0.0% Q4 2025 Feb 05, 2026
Diversified Trust Co History Reduced 56,443 1,841 0.03% 0.09% 716 -79,994 -58.63% Q4 2025 Jan 09, 2026
Asset One Wealth Management LLC History New 57,242 1,835 0.25% — 717 +57,242 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 56,102 1,830 0.07% 0.09% 718 -19,029 -25.33% Q4 2025 Feb 06, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History New 56,025 1,827 0.45% — 719 +56,025 New Q4 2025 Feb 06, 2026
John W. Brooker & Co., CPAs History Reduced 55,514 1,810 3.24% 4.1% 720 -7,779 -12.29% Q4 2025 Jan 13, 2026
HANCOCK WHITNEY CORP History Added to 55,339 1,805 0.03% 0.02% 721 +24,231 77.89% Q4 2025 Feb 17, 2026
Davis Capital Management History Added to 55,174 1,799 1.24% 1.02% 722 +9,043 19.6% Q4 2025 Jan 28, 2026
Clarity Capital Advisors, LLC History Added to 54,945 1,792 0.9% 0.5% 723 +25,926 89.34% Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 54,634 1,782 0.01% 0.01% 724 -3,468 -5.97% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 53,913 1,758 0.0% 0.0% 725 +2,185 4.22% Q4 2025 Feb 11, 2026
Indivisible Partners History New 53,059 1,730 0.19% — 726 +53,059 New Q4 2025 Feb 03, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 52,912 1,725 0.09% 0.09% 727 +1,179 2.28% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 52,693 1,718 0.04% 0.05% 728 -3,655 -6.49% Q4 2025 Jan 07, 2026
Godfrey Financial Associates, Inc. History New 51,705 1,710 1.48% — 729 +51,705 New Q4 2025 Feb 10, 2026
Paradigm Capital Management, LLC/NV History Added to 52,366 1,708 1.59% 1.47% 730 +5,978 12.89% Q4 2025 Feb 06, 2026
Genesee Capital Advisors, LLC History Added to 52,337 1,707 0.69% 0.34% 731 +27,916 114.31% Q4 2025 Jan 16, 2026
Cynosure Group, LLC History Added to 52,303 1,706 0.17% 0.17% 732 +2,487 4.99% Q4 2025 Feb 17, 2026
Johnson Financial Group, LLC History New 52,174 1,701 0.11% — 733 +52,174 New Q4 2025 Feb 10, 2026
JBR Co Financial Management Inc History Reduced 52,081 1,698 0.71% 0.74% 734 -2,548 -4.66% Q4 2025 Jan 06, 2026
Birchwood Financial Partners, Inc. History New 51,765 1,688 1.68% — 735 +51,765 New Q4 2025 Feb 19, 2026
SageView Advisory Group, LLC History Added to 51,496 1,679 0.06% 0.05% 736 +2,012 4.07% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 51,359 1,675 0.08% 0.07% 737 +9,242 21.94% Q4 2025 Feb 05, 2026
BEACON ADVISORS HOLDINGS, LLC History New 51,273 1,672 0.88% — 738 +51,273 New Q4 2025 Feb 27, 2026
Vise Technologies, Inc. History Added to 51,074 1,666 0.03% 0.02% 739 +31,412 159.76% Q4 2025 Feb 11, 2026
Two West Capital Advisors LLC History Added to 50,989 1,663 0.97% 0.93% 740 +3,987 8.48% Q4 2025 Jan 13, 2026
Stonebrook Private Inc. History Added to 50,975 1,662 0.35% 0.32% 741 +4,026 8.58% Q4 2025 Feb 11, 2026
Aurora Private Wealth, Inc. History New 51,286 1,661 1.09% — 742 +51,286 New Q4 2025 Feb 02, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 50,648 1,652 0.27% 0.27% 743 0 0.0% Q4 2025 Feb 17, 2026
Arista Wealth Management, LLC History Added to 50,491 1,647 0.2% 0.2% 744 +79 0.16% Q4 2025 Feb 09, 2026
Twin Cities Retirement Group LLC History New 50,157 1,636 1.58% — 745 +50,157 New Q4 2025 Feb 09, 2026
Keystone Financial Group History Reduced 49,907 1,627 0.12% 0.13% 746 -3,293 -6.19% Q4 2025 Feb 06, 2026
Valmark Advisers, Inc. History Added to 49,845 1,625 0.02% 0.02% 747 +628 1.28% Q4 2025 Jan 26, 2026
FSC Wealth Advisors, LLC History Reduced 49,736 1,622 2.63% 2.42% 748 -81,986 -62.24% Q4 2025 Jan 22, 2026
Golden State Equity Partners History Added to 49,553 1,616 0.26% 0.26% 749 +959 1.97% Q4 2025 Jan 29, 2026
Sculati Wealth Management, LLC History Reduced 49,533 1,615 0.57% 0.56% 750 -132 -0.27% Q4 2025 Feb 05, 2026
Guardian Asset Advisors, LLC History Added to 49,466 1,613 0.84% 0.7% 751 +8,968 22.14% Q4 2025 Jan 29, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 7,848 1,612 0.78% 5.13% 752 -320,815 -97.61% Q4 2025 Jan 09, 2026
SECURITY NATIONAL BANK OF SO DAK History Reduced 49,365 1,610 0.79% 0.79% 753 -48 -0.1% Q4 2025 Feb 13, 2026
MFG WEALTH MANAGEMENT, INC. History Reduced 49,069 1,600 1.25% 1.32% 754 -5,554 -10.17% Q4 2025 Jan 07, 2026
Segment Wealth Management, LLC History Reduced 49,004 1,598 0.09% 0.1% 755 -993 -1.99% Q4 2025 Jan 29, 2026
True North Advisors, LLC History New 48,943 1,596 0.21% — 756 +48,943 New Q4 2025 Jan 22, 2026
Adams Asset Advisors, LLC History Added to 48,782 1,591 0.21% 0.19% 757 +1,924 4.11% Q4 2025 Jan 15, 2026
Wisconsin Wealth Advisors, LLC History Added to 47,654 1,554 1.52% 1.14% 758 +10,175 27.15% Q4 2025 Jan 07, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 47,564 1,551 0.42% 0.41% 759 +3,535 8.03% Q4 2025 Jan 26, 2026
Optivise Advisory Services LLC History Reduced 47,159 1,538 0.89% 0.95% 760 -2,963 -5.91% Q4 2025 Jan 12, 2026
Fort Sheridan Advisors LLC History Reduced 47,085 1,535 0.2% 0.22% 761 -6,367 -11.91% Q4 2025 Feb 10, 2026
OneAscent Family Office, LLC History Added to 46,782 1,526 1.03% 1.2% 762 +683 1.48% Q4 2025 Feb 11, 2026
GWN SECURITIES INC. History Added to 46,362 1,512 0.31% 0.3% 763 +6,006 14.88% Q4 2025 Feb 11, 2026
Brookwood Investment Group LLC History Reduced 46,052 1,502 0.18% 0.19% 764 -692 -1.48% Q4 2025 Jan 22, 2026
Cloud Capital Management, LLC History Reduced 45,588 1,487 0.7% 0.82% 766 -3,056 -6.28% Q4 2025 Feb 12, 2026
Accredited Investors Inc. History Reduced 45,593 1,487 0.08% 0.08% 765 -114 -0.25% Q4 2025 Feb 05, 2026
HUB Investment Partners, LLC History Added to 45,498 1,484 0.04% 0.03% 767 +19,662 76.1% Q4 2025 Feb 17, 2026
Great Waters Wealth Management History Reduced 44,915 1,465 0.16% 0.17% 768 -626 -1.37% Q4 2025 Jan 15, 2026
Keel Point, LLC History Reduced 44,394 1,448 0.09% 0.09% 769 -2,042 -4.4% Q4 2025 Feb 12, 2026
BOYUM WEALTH ARCHITECTS LLC History Reduced 44,578 1,440 0.67% 0.94% 770 -3,065 -6.43% Q4 2025 Jan 26, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 43,857 1,430 0.01% 0.01% 771 +18,442 72.56% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 43,849 1,430 0.05% 0.05% 772 +4,523 11.5% Q4 2025 Jan 21, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 43,714 1,426 0.96% 0.91% 773 -257 -0.58% Q4 2025 Jan 26, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 43,416 1,416 0.09% 0.09% 774 +2,800 6.89% Q4 2025 Jan 21, 2026
TrueWealth Advisors, LLC History Added to 43,384 1,415 0.37% 0.37% 775 +4 0.01% Q4 2025 Jan 07, 2026
Legacy Wealth Advisors, LLC History New 42,866 1,398 0.92% — 776 +42,866 New Q4 2025 Feb 17, 2026
Millington Financial Advisors, LLC History Added to 44,685 1,390 0.62% 0.69% 777 +445 1.01% Q4 2025 Feb 09, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 42,468 1,385 0.6% 0.56% 778 +1,751 4.3% Q4 2025 Jan 23, 2026
CAPITAL ADVISORS INC/OK History Added to 42,260 1,378 0.02% 0.02% 779 +487 1.17% Q4 2025 Jan 15, 2026
Signal Advisors Wealth, LLC History Added to 41,988 1,369 0.11% 0.08% 780 +15,493 58.48% Q4 2025 Jan 13, 2026
Cornerstone Wealth Group, LLC History Added to 41,782 1,362 0.09% 0.09% 781 +1,084 2.66% Q4 2025 Jan 26, 2026
Modus Advisors, LLC History Reduced 41,571 1,356 0.36% 0.42% 782 -6,626 -13.75% Q4 2025 Feb 11, 2026
Strategic Investment Solutions, Inc. /IL History Added to 41,506 1,353 0.33% 0.35% 783 +11 0.03% Q4 2025 Feb 27, 2026
Tradewinds Capital Management, LLC History Added to 41,444 1,351 0.28% 0.03% 784 +37,198 876.07% Q4 2025 Jan 14, 2026
Aprio Wealth Management, LLC History Added to 41,429 1,351 0.08% 0.13% 785 +183 0.44% Q4 2025 Jan 29, 2026
KCM INVESTMENT ADVISORS LLC History Added to 41,203 1,344 0.04% 0.04% 786 +2,926 7.64% Q4 2025 Feb 13, 2026
SUMMIT WEALTH GROUP LLC / CO History New 41,185 1,343 0.18% — 787 +41,185 New Q4 2025 Feb 04, 2026
Gilbert & Cook, Inc. History No change 41,102 1,340 0.17% 0.17% 788 0 0.0% Q4 2025 Jan 07, 2026
AdvisorNet Financial, Inc History Added to 40,974 1,336 0.07% 0.07% 789 +287 0.71% Q4 2025 Jan 20, 2026
Insight Wealth Partners, LLC History Reduced 40,755 1,329 0.18% 0.41% 790 -1,812 -4.26% Q4 2025 Feb 17, 2026
KLCM Advisors, Inc. History New 40,463 1,319 0.11% — 791 +40,463 New Q4 2025 Feb 04, 2026
Fusion Capital, LLC History Reduced 39,940 1,302 0.37% 0.39% 792 -279 -0.69% Q4 2025 Feb 04, 2026
Advocacy Wealth Management, LLC History Reduced 39,874 1,300 0.05% 0.06% 793 -313 -0.78% Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History New 39,784 1,297 0.08% — 794 +39,784 New Q4 2025 Feb 17, 2026
Capital Square, LLC History Added to 39,742 1,296 0.66% 0.61% 795 +2,054 5.45% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Reduced 39,500 1,288 0.1% 0.11% 796 -759 -1.89% Q4 2025 Jan 05, 2026
Asset Management Group, Inc. History Added to 38,312 1,249 0.2% 0.2% 797 +37 0.1% Q4 2025 Feb 17, 2026
HMV Wealth Advisors, LLC History Reduced 38,126 1,243 0.62% 0.75% 798 -4,618 -10.8% Q4 2025 Jan 20, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 38,080 1,242 0.02% 0.02% 799 +4 0.01% Q4 2025 Feb 05, 2026
ASPIRIANT, LLC History Added to 37,698 1,229 0.04% 0.03% 800 +7,050 23.0% Q4 2025 Jan 20, 2026