SCHWAB STRATEGIC TRUST - SCHO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 122,501,159 2,985,353 0.22% 0.2% 1 +3,835,325 3.23% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 21,107,647 514,393 0.03% 0.03% 2 +1,357,429 6.87% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 18,996,856 465,016 0.11% 0.11% 3 -404,783 -2.09% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 18,600,555 453,295 0.45% 0.46% 4 +1,003,826 5.7% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 7,472,933 182,115 0.05% 0.05% 5 +705,193 10.42% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 6,027,765 146,897 0.13% 0.15% 6 -526,835 -8.04% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 4,077,325 99,364 0.22% 0.22% 7 +289,578 7.65% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,876,303 94,465 0.05% 0.06% 8 +113,120 3.01% Q4 2025 Feb 06, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 3,670,514 89,450 10.1% 9.89% 9 +229,449 6.67% Q4 2025 Jan 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,177,583 77,469 0.11% 0.1% 10 +433,210 15.79% Q4 2025 Jan 08, 2026
STATE STREET CORP History No change 3,100,000 75,547 0.0% 0.0% 11 0 0.0% Q4 2025 Feb 13, 2026
MCF Advisors LLC History Added to 2,711,604 66,081 3.65% 3.89% 12 +110,355 4.24% Q4 2025 Feb 11, 2026
Bangor Savings Bank History Added to 2,443,542 59,549 4.79% 4.54% 13 +209,266 9.37% Q4 2025 Jan 16, 2026
WELLS FARGO & COMPANY/MN History Added to 2,157,536 52,579 0.01% 0.01% 14 +162,785 8.16% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 2,110,710 51,437 0.07% 0.11% 15 -656,792 -23.73% Q4 2025 Feb 11, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 2,077,813 50,636 3.38% 3.42% 16 -4,033 -0.19% Q4 2025 Jan 08, 2026
LVW Advisors, LLC History Added to 2,072,234 50,500 5.12% 4.94% 17 +90,232 4.55% Q4 2025 Jan 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 1,952,052 47,571 6.72% 7.37% 18 +39,268 2.05% Q4 2025 Jan 12, 2026
TruNorth Capital Management, LLC History Added to 1,937,988 47,228 8.96% 8.8% 19 +114,013 6.25% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Added to 1,889,316 46,042 0.37% 0.35% 20 +327,024 20.93% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Added to 1,731,025 42,185 0.22% 0.21% 21 +94,477 5.77% Q4 2025 Jan 12, 2026
LPL Financial LLC History Reduced 1,728,454 42,122 0.01% 0.02% 22 -1,497,729 -46.42% Q4 2025 Feb 11, 2026
Morningstar Investment Management LLC History No change 1,726,672 42,079 2.48% 1.55% 23 0 0.0% Q4 2025 Feb 09, 2026
FLC Capital Advisors History Added to 1,629,211 39,703 7.33% 7.21% 24 +103,950 6.82% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 1,533,400 37,368 0.0% 0.0% 25 -1,644,350 -51.75% Q4 2025 Feb 13, 2026
High Probability Advisors, LLC History Added to 1,469,142 35,802 4.77% 4.76% 26 +45,616 3.2% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,437,525 35,032 0.05% 0.06% 27 -144,817 -9.15% Q4 2025 Feb 18, 2026
SCS Capital Management LLC History Added to 1,402,884 34,188 0.36% 0.35% 28 +79,606 6.02% Q4 2025 Feb 10, 2026
ACCESS FINANCIAL SERVICES, INC. History Added to 1,381,585 33,669 12.26% 11.9% 29 +34,836 2.59% Q4 2025 Jan 21, 2026
Willis Johnson & Associates, Inc. History New 1,359,076 33,120 2.04% — 30 +1,359,076 New Q4 2025 Jan 22, 2026
Midwest Trust Co History Added to 1,322,692 32,234 0.4% 0.38% 31 +111,760 9.23% Q4 2025 Feb 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 1,284,869 31,312 1.3% 1.27% 32 +48,752 3.94% Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 1,263,570 30,793 0.18% 0.18% 33 +94,259 8.06% Q4 2025 Feb 13, 2026
Passive Capital Management, LLC. History Added to 1,166,284 28,422 8.89% 8.78% 34 +62,394 5.65% Q4 2025 Feb 05, 2026
United Capital Management of KS, Inc. History Added to 1,127,935 27,487 3.85% 3.67% 35 +21,631 1.96% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,119,017 27,270 0.0% 0.0% 36 +175,543 18.61% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 1,054,472 25,697 0.03% 0.03% 37 +68,311 6.93% Q4 2025 Feb 17, 2026
Charles Schwab Trust Co History Added to 1,037,219 25,277 1.66% 1.66% 38 +34,514 3.44% Q4 2025 Jan 09, 2026
Avior Wealth Management, LLC History Added to 983,861 23,976 0.75% 0.71% 39 +83,336 9.25% Q4 2025 Jan 06, 2026
Holcombe Financial, Inc. History Reduced 959,862 23,391 14.69% 18.21% 40 -109,348 -10.23% Q4 2025 Jan 27, 2026
Savant Capital, LLC History Added to 932,951 22,736 0.13% 0.03% 41 +729,248 358.0% Q4 2025 Feb 10, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 899,719 21,926 5.21% 4.89% 42 +92,967 11.52% Q4 2025 Jan 26, 2026
Galvin, Gaustad & Stein, LLC History Added to 882,638 21,509 1.68% 1.69% 43 +30,189 3.54% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 877,529 21,385 0.17% 0.17% 44 +191,136 27.85% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Added to 848,705 20,682 0.53% 0.52% 45 +7,862 0.94% Q4 2025 Jan 07, 2026
TRUIST FINANCIAL CORP History Added to 845,565 20,606 0.03% 0.03% 46 +57,480 7.29% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 812,517 19,801 0.01% 0.01% 47 -34,378 -4.06% Q4 2025 Feb 10, 2026
Journey Advisory Group, LLC History Added to 795,344 19,382 1.63% 1.37% 48 +37,202 4.91% Q4 2025 Jan 27, 2026
Courage Miller Partners, LLC History Reduced 794,567 19,363 5.83% 5.83% 49 -3,050 -0.38% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 790,290 19,259 1.03% 1.08% 50 +5,479 0.7% Q4 2025 Jan 20, 2026
Fund Evaluation Group, LLC History No change 772,924 18,836 0.62% 0.68% 51 0 0.0% Q4 2025 Feb 11, 2026
NOVEM GROUP History Added to 757,520 18,460 2.12% 2.06% 52 +37,781 5.25% Q4 2025 Jan 27, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 753,731 18,368 1.54% 1.6% 53 -173 -0.02% Q4 2025 Feb 03, 2026
Inspire Investing, LLC History Added to 737,734 17,978 1.62% 1.57% 54 +76,814 11.62% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 734,359 17,896 0.01% 0.01% 55 +73,096 11.05% Q4 2025 Feb 18, 2026
Black Diamond Financial, LLC History Added to 697,251 16,992 1.79% 1.57% 56 +124,221 21.68% Q4 2025 Feb 03, 2026
Brooklyn Investment Group History New 685,399 16,703 0.77% — 57 +685,399 New Q4 2025 Feb 12, 2026
Resonant Capital Advisors, LLC History Added to 671,112 16,354 0.9% 0.84% 58 +76,956 12.95% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 666,641 16,246 0.78% 0.83% 59 -39,481 -5.59% Q4 2025 Jan 20, 2026
RMR Wealth Builders History Added to 656,804 16,006 1.28% 1.12% 60 +109,654 20.04% Q4 2025 Jan 29, 2026
BALLAST ADVISORS LLC History Added to 650,187 15,845 4.37% 4.19% 61 +26,418 4.24% Q4 2025 Feb 03, 2026
BWM Planning, LLC History Added to 629,939 15,351 4.1% 4.09% 62 +66,754 11.85% Q4 2025 Jan 14, 2026
ALESCO ADVISORS LLC History Added to 618,801 15,080 0.39% 0.4% 63 +18,625 3.1% Q4 2025 Jan 28, 2026
JPL Wealth Management, LLC History Reduced 613,191 14,943 3.64% 3.91% 64 -62,576 -9.26% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History Added to 596,850 14,545 2.64% 0.23% 65 +8,461 1.44% Q4 2025 Mar 04, 2026
Northeast Financial Group, Inc. History Added to 594,236 14,483 3.28% 3.35% 66 +42,212 7.65% Q4 2025 Feb 17, 2026
Marotta Asset Management History Added to 592,692 14,443 2.67% 2.68% 67 +7,687 1.31% Q4 2025 Jan 07, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 592,210 14,432 4.35% 4.37% 68 +20,011 3.5% Q4 2025 Jan 30, 2026
Avidian Wealth Enterprises, LLC History Added to 592,021 14,427 0.53% 0.53% 69 +14,200 2.46% Q4 2025 Feb 02, 2026
Clear Retirement Advice LLC History New 588,651 14,345 11.16% — 70 +588,651 New Q4 2025 Feb 24, 2026
World Investment Advisors History Added to 565,126 13,772 0.22% 0.28% 71 +4,345 0.77% Q4 2025 Mar 12, 2026
Clearwater Capital Advisors, LLC History Reduced 552,087 13,454 1.12% 5.38% 72 -2,033,683 -78.65% Q4 2025 Feb 09, 2026
Cloud Capital Management, LLC History Reduced 549,467 13,390 6.33% 7.07% 73 -581 -0.11% Q4 2025 Feb 12, 2026
Vivaldi Capital Management LP History Added to 543,040 13,233 1.8% 1.73% 74 +42,918 8.58% Q4 2025 Feb 13, 2026
Prairiewood Capital, LLC History Added to 539,460 13,146 4.08% 4.02% 75 +43,019 8.67% Q4 2025 Jan 26, 2026
Towneley Capital Management, Inc / DE History Added to 537,693 13,103 2.76% 2.81% 76 +8,264 1.56% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 533,218 12,994 0.14% 0.09% 77 +296,795 125.54% Q4 2025 Jan 23, 2026
Meridian Wealth Partners, LLC History Added to 520,155 12,676 1.75% 1.67% 78 +21,765 4.37% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 516,591 12,589 0.0% — 79 +516,591 New Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 516,604 12,589 0.59% 0.69% 80 +23,086 4.68% Q4 2025 Feb 03, 2026
US BANCORP \DE\ History Added to 498,545 12,149 0.01% 0.01% 81 +97,350 24.27% Q4 2025 Jan 30, 2026
Westover Capital Advisors, LLC History Added to 488,649 11,908 2.17% 2.08% 82 +27,908 6.06% Q4 2025 Feb 09, 2026
ZynergyRetirementPlanningLLC History Added to 483,964 11,794 7.26% 5.87% 83 +102,601 26.9% Q4 2025 Jan 09, 2026
Peterson Wealth Advisors, LLC History Added to 481,950 11,745 1.57% 1.55% 84 +57,591 13.57% Q4 2025 Jan 09, 2026
MML INVESTORS SERVICES, LLC History Added to 481,839 11,742 0.03% 0.03% 85 +45,181 10.35% Q4 2025 Feb 13, 2026
Arnold Financial Planning LLC History New 433,668 10,568 10.89% — 86 +433,668 New Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 428,919 10,452 0.22% 0.23% 87 +5,020 1.18% Q4 2025 Feb 02, 2026
Creative Planning History Reduced 427,802 10,425 0.01% 0.01% 88 -52,774 -10.98% Q4 2025 Feb 17, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 424,225 10,338 4.49% 4.12% 89 +33,952 8.7% Q4 2025 Jan 23, 2026
FIRST NATIONAL TRUST CO History Added to 413,382 10,074 0.34% 0.34% 90 +8,489 2.1% Q4 2025 Feb 09, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Added to 410,843 10,012 3.54% 3.58% 91 +4,905 1.21% Q4 2025 Jan 16, 2026
OSAIC HOLDINGS, INC. History Added to 407,484 9,930 0.01% 0.01% 92 +33,503 8.96% Q4 2025 Feb 17, 2026
Triad Wealth Partners, LLC History New 405,359 9,878 0.94% — 93 +405,359 New Q4 2025 Jan 22, 2026
HighTower Advisors, LLC History Added to 403,072 9,822 0.01% 0.01% 94 +16,071 4.15% Q4 2025 Feb 06, 2026
Phil A. Younker & Associates, Ltd. History Added to 402,053 9,798 6.83% 7.15% 95 +19,272 5.03% Q4 2025 Jan 27, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 385,162 9,386 2.47% 3.3% 96 -97,054 -20.13% Q4 2025 Feb 06, 2026
Oakwell Private Wealth Management, LLC History Added to 371,523 9,054 1.69% 1.65% 97 +35,241 10.48% Q4 2025 Jan 30, 2026
Milestone Investment Advisors LLC History Added to 366,728 8,937 2.16% 2.16% 98 +9,987 2.8% Q4 2025 Feb 11, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 364,237 8,876 0.58% 0.61% 99 -1,602 -0.44% Q4 2025 Jan 23, 2026
Rosenberg Matthew Hamilton History Added to 362,841 8,842 1.83% 1.62% 100 +55,292 17.98% Q4 2025 Jan 05, 2026
Roundview Capital LLC History Reduced 355,956 8,674 0.53% 0.56% 101 -7,731 -2.13% Q4 2025 Feb 09, 2026
Stonebridge Financial Group, LLC History Added to 347,340 8,464 0.72% 0.7% 102 +20,255 6.19% Q4 2025 Jan 21, 2026
Focus Partners Wealth History Added to 339,760 8,279 0.01% 0.01% 103 +186,268 121.35% Q4 2025 Feb 13, 2026
Altiora Financial Group, LLC History Reduced 339,011 8,261 1.42% 3.94% 104 -543,831 -61.6% Q4 2025 Feb 12, 2026
SMI Advisory Services, LLC History Reduced 333,624 8,130 1.4% 1.66% 105 -27,098 -7.51% Q4 2025 Jan 13, 2026
DOCK STREET ASSET MANAGEMENT INC History New 325,122 7,923 0.73% — 106 +325,122 New Q4 2025 Jan 15, 2026
Focus Financial Network, Inc. History Added to 318,850 7,770 0.27% 0.19% 107 +95,701 42.89% Q4 2025 Jan 12, 2026
Eagle Strategies LLC History Added to 318,309 7,757 0.99% 1.03% 108 +2,143 0.68% Q4 2025 Jan 23, 2026
Greenline Partners, LLC History Added to 317,888 7,746 0.89% 0.92% 109 +7,499 2.42% Q4 2025 Feb 17, 2026
Western Reserve Capital Management, LLC History New 314,804 7,671 7.15% — 110 +314,804 New Q4 2025 Feb 10, 2026
Abacus Planning Group, Inc. History Reduced 312,125 7,606 1.01% 1.05% 111 -204 -0.07% Q4 2025 Jan 16, 2026
Mariner, LLC History Reduced 311,301 7,586 0.01% 0.01% 112 -11,687 -3.62% Q4 2025 Feb 13, 2026
FLOW TRADERS U.S. LLC History Added to 305,607 7,448 0.24% 0.2% 113 +99,167 48.04% Q4 2025 Feb 13, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 298,619 7,277 3.44% 3.15% 114 +29,812 11.09% Q4 2025 Feb 13, 2026
Grove Street Fiduciary, LLC History Reduced 295,139 7,192 3.01% 3.41% 115 -289 -0.1% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Added to 293,798 7,159 0.15% 0.15% 116 +27,726 10.42% Q4 2025 Feb 03, 2026
Act Two Investors LLC History Reduced 286,062 6,971 1.25% 1.69% 117 -105,549 -26.95% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 284,955 6,944 0.01% 0.01% 118 +82,656 40.86% Q4 2025 Feb 17, 2026
BARD ASSOCIATES INC History Added to 277,747 6,768 1.74% 1.79% 119 +1,379 0.5% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 276,337 6,734 0.01% 0.01% 120 +179,617 185.71% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Added to 274,277 6,684 0.01% 0.01% 121 +70,239 34.42% Q4 2025 Feb 13, 2026
Momentum Wealth Planning, LLC History Reduced 265,055 6,459 5.04% 5.31% 122 -14,703 -5.26% Q4 2025 Jan 28, 2026
Apella Capital, LLC History Reduced 260,847 6,356 0.13% 0.16% 123 -23,991 -8.42% Q4 2025 Jan 21, 2026
Evensky & Katz LLC History Reduced 251,825 6,137 0.35% 0.37% 124 -10,496 -4.0% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Added to 247,617 6,034 0.15% 0.15% 125 +15,743 6.79% Q4 2025 Feb 06, 2026
COMMERCE BANK History Reduced 247,632 6,034 0.03% 0.03% 126 -4,794 -1.9% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 247,303 6,026 0.03% 0.01% 127 +134,758 119.74% Q4 2025 Feb 17, 2026
Plan A Wealth LLC History Added to 243,374 5,931 2.9% 2.84% 128 +14,713 6.43% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 240,531 5,862 0.02% 0.02% 129 +8,086 3.48% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 234,111 5,705 0.0% 0.0% 130 -153,372 -39.58% Q4 2025 Feb 13, 2026
Farrow Financial, Inc. History Added to 231,380 5,638 3.24% 2.93% 131 +24,285 11.73% Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 230,564 5,618 0.09% 0.09% 132 +16,535 7.73% Q4 2025 Feb 12, 2026
Red Tortoise LLC History Added to 229,551 5,594 2.37% 2.33% 133 +9,697 4.41% Q4 2025 Jan 22, 2026
Dynamic Advisor Solutions LLC History Reduced 227,350 5,540 0.18% 0.18% 134 -20,414 -8.24% Q4 2025 Jan 09, 2026
Main Street Group, LTD History Reduced 226,936 5,530 1.91% 4.5% 135 -402,296 -63.93% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Reduced 224,950 5,482 0.04% 0.04% 136 -10,353 -4.4% Q4 2025 Jan 28, 2026
Successful Portfolios LLC History Added to 216,637 5,277 2.69% 2.89% 137 +13,875 6.84% Q4 2025 Jan 23, 2026
Valpey Financial Services, LLC History Added to 215,297 5,246 3.35% 3.22% 138 +13,485 6.68% Q4 2025 Mar 04, 2026
Maltin Wealth Management, Inc. History Added to 207,885 5,066 2.02% 2.07% 139 +3,578 1.75% Q4 2025 Jan 15, 2026
Sand Hill Global Advisors, LLC History Added to 201,936 4,921 0.17% 0.17% 140 +3,528 1.78% Q4 2025 Feb 12, 2026
Bigelow Investment Advisors, LLC History Added to 201,602 4,913 1.92% 1.68% 141 +30,885 18.09% Q4 2025 Jan 28, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 200,754 4,892 0.7% 0.79% 142 -30,237 -13.09% Q4 2025 Feb 17, 2026
Roberts Financial Services LLC History Added to 200,754 4,892 1.54% 1.51% 143 +9,066 4.73% Q4 2025 Jan 23, 2026
BlackRock, Inc. History Added to 198,994 4,849 0.0% 0.0% 144 +51,197 34.64% Q4 2025 Feb 12, 2026
Independent Solutions Wealth Management, LLC History Added to 198,627 4,840 0.89% 0.86% 145 +1,061 0.54% Q4 2025 Feb 05, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 194,627 4,743 2.79% 2.87% 146 -11,263 -5.47% Q4 2025 Feb 17, 2026
Sankala Group LLC History New 193,573 4,732 3.78% — 147 +193,573 New Q4 2025 Mar 02, 2026
MidFirst Bank History New 193,267 4,709 0.38% — 148 +193,267 New Q4 2025 Feb 25, 2026
MERITAGE PORTFOLIO MANAGEMENT History Added to 190,711 4,647 0.31% 0.3% 149 +4,459 2.39% Q4 2025 Jan 27, 2026
Pflug Koory, LLC History Added to 186,185 4,537 2.12% 1.72% 150 +37,525 25.24% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 184,525 4,499 0.01% 0.01% 151 +13,457 7.87% Q4 2025 Feb 10, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 183,117 4,462 1.49% 1.5% 152 +242 0.13% Q4 2025 Jan 22, 2026
Harrington Investments, INC History Reduced 181,770 4,429 2.22% 2.22% 153 -640 -0.35% Q4 2025 Jan 13, 2026
Eaton Financial Holdings Company, LLC History Reduced 179,641 4,377 1.18% 1.28% 154 -6,037 -3.25% Q4 2025 Feb 09, 2026
L. Roy Papp & Associates, LLP History Added to 176,047 4,290 0.47% 0.04% 155 +162,697 1218.7% Q4 2025 Jan 28, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 173,690 4,232 1.81% 1.7% 156 +11,286 6.95% Q4 2025 Jan 22, 2026
Summit Financial, LLC History Added to 173,562 4,229 0.06% 0.05% 157 +37,980 28.01% Q4 2025 Feb 13, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Reduced 169,314 4,126 0.71% 0.72% 158 -1,116 -0.65% Q4 2025 Feb 09, 2026
Johnson Financial Group, LLC History Added to 168,497 4,106 0.25% 0.23% 159 +66,025 64.43% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 163,564 3,986 0.03% 0.03% 160 +27,464 20.18% Q4 2025 Feb 18, 2026
American Investment Services, Inc. History Added to 163,059 3,973 0.92% 0.82% 161 +22,723 16.19% Q4 2025 Feb 13, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 158,201 3,855 0.19% 0.19% 162 -1,533 -0.96% Q4 2025 Feb 10, 2026
DOVER ADVISORS, LLC History Added to 156,860 3,822 1.48% 1.06% 163 +47,440 43.36% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History New 153,561 3,742 0.17% — 164 +153,561 New Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 153,091 3,730 0.06% 0.06% 165 -8,471 -5.24% Q4 2025 Jan 22, 2026
VestGen Advisors, LLC History Reduced 152,009 3,704 0.16% 0.17% 166 -60,188 -28.36% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 150,313 3,663 0.06% 0.06% 167 +4,806 3.3% Q4 2025 Feb 17, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 148,357 3,615 0.84% 0.88% 168 -795 -0.53% Q4 2025 Jan 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 147,335 3,590 0.0% 0.01% 169 -28,581 -16.25% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 141,388 3,445 0.04% 0.06% 170 -111,379 -44.06% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 141,069 3,437 0.04% 0.04% 171 -3,113 -2.16% Q4 2025 Jan 15, 2026
WorthPointe, LLC History Added to 140,175 3,416 0.9% 0.08% 172 +130,923 1415.08% Q4 2025 Jan 26, 2026
Journey Beyond Wealth, LLC History Added to 136,790 3,333 2.65% 2.54% 173 +10,022 7.91% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 136,744 3,332 0.01% — 174 +136,744 New Q4 2025 Feb 05, 2026
LOWERY THOMAS, LLC History Added to 136,538 3,327 1.88% 1.81% 175 +8,050 6.27% Q4 2025 Jan 26, 2026
Dakota Wealth Management History Added to 135,950 3,313 0.06% 0.05% 176 +42,155 44.94% Q4 2025 Jan 13, 2026
Csenge Advisory Group History Added to 132,547 3,230 0.15% 0.14% 177 +10,977 9.03% Q4 2025 Feb 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 132,452 3,227 0.04% 0.04% 178 -2,582 -1.91% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Added to 128,888 3,141 0.01% 0.01% 179 +27,567 27.21% Q4 2025 Feb 18, 2026
BENJAMIN EDWARDS INC History Added to 128,059 3,120 0.03% 0.03% 180 +10,518 8.95% Q4 2025 Feb 02, 2026
Verdence Capital Advisors LLC History Reduced 127,508 3,107 0.18% 0.18% 181 -832 -0.65% Q4 2025 Jan 29, 2026
W.H. Cornerstone Investments Inc. History Added to 126,549 3,083 1.86% 1.73% 182 +10,225 8.79% Q4 2025 Feb 10, 2026
Beckerman Institutional, LLC History Reduced 126,470 3,082 1.73% 1.82% 183 -235 -0.19% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 125,564 3,059 0.06% 0.15% 184 -154,365 -55.14% Q4 2025 Feb 09, 2026
Cheviot Value Management, LLC History Added to 124,818 3,043 0.3% 0.31% 185 +6,942 5.89% Q4 2025 Feb 03, 2026
Aventus Investment Advisors, Inc. History Added to 124,282 3,028 2.45% 2.49% 186 +4,719 3.95% Q4 2025 Jan 14, 2026
WBH ADVISORY INC History Reduced 123,395 3,007 0.22% 0.23% 187 -2,069 -1.65% Q4 2025 Jan 26, 2026
McLean Asset Management Corp History Reduced 122,857 2,995 0.54% 0.63% 188 -2,014 -1.61% Q4 2025 Jan 16, 2026
SigFig Wealth Management, LLC History Added to 121,052 2,947 0.09% 0.08% 189 +9,516 8.53% Q4 2025 Jan 16, 2026
WT Wealth Management History Added to 120,788 2,943 0.85% 0.81% 190 +6,094 5.31% Q4 2025 Feb 02, 2026
Lifeworks Advisors, LLC History Added to 120,564 2,938 0.38% 0.38% 191 +3,997 3.43% Q4 2025 Feb 13, 2026
ETF Store, Inc. History Added to 118,758 2,894 2.95% 3.01% 192 +2,368 2.03% Q4 2025 Jan 22, 2026
BLAIR WILLIAM & CO/IL History Added to 118,573 2,889 0.01% 0.01% 193 +10,001 9.21% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 117,887 2,872 0.29% 0.28% 194 +7,497 6.79% Q4 2025 Jan 27, 2026
Breakwater Investment Management History Reduced 117,671 2,867 1.04% 1.06% 195 -252 -0.21% Q4 2025 Feb 02, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 116,250 2,833 0.31% 0.36% 196 -14,956 -11.4% Q4 2025 Jan 20, 2026
Great Lakes Retirement, Inc. History Added to 116,233 2,832 0.29% 0.3% 197 +5,195 4.68% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 115,943 2,825 0.01% 0.01% 198 +2,821 2.49% Q4 2025 Mar 16, 2026
PINKERTON WEALTH, LLC History Added to 115,638 2,818 0.29% 0.3% 199 +1,616 1.42% Q4 2025 Feb 06, 2026
North Forty Two & Co. History Reduced 115,511 2,815 2.66% 2.82% 200 -2,856 -2.41% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Added to 112,555 2,742 0.03% 0.02% 201 +53,594 90.9% Q4 2025 Jan 21, 2026
Asset Allocation Strategies LLC History Reduced 111,292 2,712 0.5% 0.54% 202 -746 -0.67% Q4 2025 Feb 13, 2026
Investment Research Partners LLC History Reduced 111,157 2,708 1.16% 1.25% 203 -2,859 -2.51% Q4 2025 Feb 12, 2026
National Wealth Management Group, LLC History Added to 109,934 2,679 0.93% 0.81% 204 +21,559 24.39% Q4 2025 Jan 12, 2026
Gilbert Capital Group, Inc. History Reduced 109,562 2,670 2.01% 2.61% 205 -28,775 -20.8% Q4 2025 Jan 23, 2026
Elite Financial, Inc. History Reduced 108,993 2,656 1.21% 1.25% 206 -3,120 -2.78% Q4 2025 Feb 12, 2026
DBK Financial Counsel, LLC History Reduced 106,413 2,593 1.99% 2.2% 207 -812 -0.76% Q4 2025 Jan 26, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 102,654 2,501 0.21% 0.29% 208 +20,276 24.61% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 101,550 2,474 0.31% 0.25% 209 +27,365 36.89% Q4 2025 Jan 08, 2026
SHERMAN PORFOLIOS, LLC History New 96,700 2,356 0.16% — 210 +96,700 New Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 96,010 2,339 0.04% 0.0% 211 +86,207 879.39% Q4 2025 Jan 23, 2026
Brand Asset Management Group, Inc. History Reduced 93,919 2,288 0.64% 0.7% 212 -7,384 -7.29% Q4 2025 Feb 11, 2026
XY Planning Network, Inc. History New 93,634 2,281 0.4% — 213 +93,634 New Q4 2025 Jan 26, 2026
BANK OF MONTREAL /CAN/ History Reduced 92,652 2,257 0.0% 0.0% 214 -630 -0.68% Q4 2025 Feb 12, 2026
Sage Investment Advisers LLC History New 92,506 2,254 1.69% — 215 +92,506 New Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Added to 91,930 2,240 0.08% 0.0% 216 +91,216 12775.35% Q4 2025 Feb 04, 2026
GLOBALT Investments LLC / GA History Reduced 91,697 2,234 0.08% 0.08% 217 -2,951 -3.12% Q4 2025 Feb 06, 2026
Fortis Advisors, LLC History Reduced 90,852 2,214 1.2% 1.27% 218 -1,929 -2.08% Q4 2025 Feb 10, 2026
Mainsail Financial Group, LLC History Reduced 89,202 2,173 0.9% 0.96% 219 -1,980 -2.17% Q4 2025 Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 88,411 2,154 0.14% 0.13% 220 +6,676 8.17% Q4 2025 Feb 06, 2026
First Financial Group Corp History Added to 87,785 2,139 1.82% 1.17% 221 +32,295 58.2% Q4 2025 Jan 28, 2026
Lantern Wealth Advisors, LLC History Reduced 85,947 2,094 1.11% 1.31% 222 -15,210 -15.04% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 85,262 2,077 0.04% 0.04% 223 +19,880 30.41% Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History Added to 83,626 2,037 0.33% 0.32% 224 +4,165 5.24% Q4 2025 Jan 20, 2026
DMC Group, LLC History Added to 83,118 2,025 1.35% 1.33% 225 +4,454 5.66% Q4 2025 Jan 21, 2026
Valmark Advisers, Inc. History Added to 82,981 2,022 0.02% 0.02% 226 +18,811 29.31% Q4 2025 Jan 26, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 81,773 1,992 0.0% 0.0% 227 +15,732 23.82% Q4 2025 Feb 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 81,264 1,980 0.65% 0.68% 228 -1,709 -2.06% Q4 2025 Jan 27, 2026
Bank of Marin History Added to 81,095 1,976 1.36% 1.39% 229 +432 0.54% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 81,000 1,973 0.0% 0.0% 230 -118 -0.15% Q4 2025 Mar 25, 2026
Innovative Wealth Building LLC History Reduced 80,891 1,971 1.44% 1.69% 231 -8,053 -9.05% Q4 2025 Feb 17, 2026
Opus Financial Solutions LLC History New 79,070 1,926 1.82% — 232 +79,070 New Q4 2025 Feb 17, 2026
Valley Financial Group, Inc. History Reduced 78,671 1,917 1.08% 1.55% 233 -33,583 -29.92% Q4 2025 Feb 18, 2026
Vise Technologies, Inc. History Reduced 78,066 1,902 0.04% 0.09% 234 -17,799 -18.57% Q4 2025 Feb 11, 2026
Trevian Wealth Management LLC History Added to 77,975 1,900 0.9% 0.51% 235 +38,894 99.52% Q4 2025 Feb 05, 2026
Tortoise Investment Management, LLC History Reduced 77,348 1,884 0.17% 0.17% 236 -38 -0.05% Q4 2025 Feb 06, 2026
Heritage Wealth Management, Inc. /CA/ History New 77,000 1,876 1.19% — 237 +77,000 New Q4 2025 Feb 04, 2026
Ballast Rock Private Wealth LLC History New 75,549 1,841 1.15% — 238 +75,549 New Q4 2025 Feb 04, 2026
Walkner Condon Financial Advisors LLC History Added to 75,117 1,830 0.25% 0.29% 239 +923 1.24% Q4 2025 Jan 21, 2026
MBE Wealth Management, LLC History Added to 75,013 1,828 0.77% 0.77% 240 +1,638 2.23% Q4 2025 Jan 21, 2026
ANDERSON HOAGLAND & CO History Added to 74,469 1,814 0.16% 0.13% 241 +14,224 23.61% Q4 2025 Jan 05, 2026
OneAscent Financial Services LLC History New 74,429 1,813 0.17% — 242 +74,429 New Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 73,444 1,789 0.04% 0.04% 243 +12,522 20.55% Q4 2025 Feb 06, 2026
Burk Holdings LLC History Added to 71,885 1,751 0.84% 0.68% 244 +19,984 38.5% Q4 2025 Feb 12, 2026
Diversified Trust Co History Reduced 69,721 1,699 0.03% 0.04% 245 -2,797 -3.86% Q4 2025 Jan 09, 2026
Balanced Rock Investment Advisors LLC History Added to 69,613 1,696 1.21% 1.23% 246 +690 1.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 67,926 1,655 0.0% 0.0% 247 +67,300 10750.8% Q4 2025 Feb 10, 2026
United Advisor Group, LLC History Added to 67,818 1,652 0.21% 0.18% 248 +11,875 21.23% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 67,744 1,650 0.01% 0.01% 249 +30,296 80.9% Q4 2025 Feb 12, 2026
Compass Financial Group, INC/SD History Added to 67,588 1,647 0.24% 0.19% 250 +16,861 33.24% Q4 2025 Jan 27, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 65,829 1,604 0.03% 0.05% 251 -31,288 -32.22% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 64,514 1,572 0.01% — 252 +64,514 New Q4 2025 Feb 18, 2026
Clearview Wealth Advisors LLC History Added to 64,164 1,563 0.99% 0.93% 253 +4,672 7.85% Q4 2025 Feb 17, 2026
True Link Financial Advisors, LLC History Added to 63,929 1,557 0.09% 0.1% 254 +773 1.22% Q4 2025 Jan 29, 2026
Mendota Financial Group, LLC History Reduced 62,998 1,535 1.12% 1.17% 255 -1,299 -2.02% Q4 2025 Jan 20, 2026
Centurion Wealth Management LLC History Added to 61,500 1,498 0.33% 0.32% 256 +3,000 5.13% Q4 2025 Jan 14, 2026
Beacon Financial Advisory LLC History Added to 61,048 1,487 0.34% 0.27% 257 +13,175 27.52% Q4 2025 Feb 17, 2026
Pines Wealth Management, LLC History Added to 60,196 1,466 0.47% 0.45% 258 +5,937 10.94% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Added to 59,692 1,454 0.01% 0.01% 259 +607 1.03% Q4 2025 Feb 13, 2026
JDM Financial Group LLC History New 59,502 1,450 0.56% — 260 +59,502 New Q4 2025 Feb 02, 2026
Great Waters Wealth Management History Added to 59,012 1,438 0.16% 0.16% 261 +5,197 9.66% Q4 2025 Jan 15, 2026
Sightline Wealth Advisors, LLC History Added to 58,899 1,435 0.61% 0.37% 262 +25,632 77.05% Q4 2025 Jan 26, 2026
Reality Financial Planning Services, LLC History New 58,563 1,427 1.37% — 263 +58,563 New Q4 2025 Feb 12, 2026
ARK & TLK INVESTMENTS, LLC History Added to 58,360 1,422 0.39% 0.42% 264 +3,922 7.2% Q4 2025 Feb 10, 2026
EverSource Wealth Advisors, LLC History Added to 57,704 1,406 0.05% 0.05% 265 +6,897 13.57% Q4 2025 Feb 06, 2026
CALTON & ASSOCIATES, INC. History Reduced 56,407 1,374 0.2% 0.26% 266 -14,420 -20.36% Q4 2025 Feb 10, 2026
Seek First Inc. History Added to 55,534 1,353 0.93% 0.95% 267 +1,203 2.21% Q4 2025 Jan 30, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 54,350 1,324 0.05% 0.05% 268 -2,648 -4.65% Q4 2025 Jan 14, 2026
Bleakley Financial Group, LLC History Reduced 54,315 1,323 0.02% 0.03% 269 -669 -1.22% Q4 2025 Feb 09, 2026
Freestone Capital Holdings, LLC History Reduced 53,954 1,314 0.04% 0.04% 270 -1,278 -2.31% Q4 2025 Jan 23, 2026
MFG WEALTH MANAGEMENT, INC. History Reduced 53,088 1,293 1.01% 0.98% 271 -125 -0.23% Q4 2025 Jan 07, 2026
K2 Financial Inc. History Reduced 52,679 1,284 0.99% 1.11% 272 -4,029 -7.1% Q4 2025 Jan 22, 2026
Alteri Wealth LLC History Added to 52,404 1,277 0.41% 0.43% 273 +1,605 3.16% Q4 2025 Feb 11, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 52,387 1,276 2.12% 1.59% 274 +3,673 7.54% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History Reduced 52,168 1,271 0.3% 0.49% 275 -25,358 -32.71% Q4 2025 Jan 12, 2026
PITTENGER & ANDERSON INC History Added to 52,092 1,269 0.05% 0.04% 276 +6,357 13.9% Q4 2025 Feb 02, 2026
Foster Victor Wealth Advisors, LLC History Added to 52,131 1,269 0.07% 0.07% 277 +4,308 9.01% Q4 2025 Jan 26, 2026
New Hampshire Trust History Added to 51,862 1,263 0.25% 0.16% 278 +18,531 55.6% Q4 2025 Jan 29, 2026
Lummis Asset Management, LP History Reduced 51,780 1,261 0.78% 0.86% 279 -1,678 -3.14% Q4 2025 Feb 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 51,599 1,257 0.7% 0.63% 280 +8,155 18.77% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 51,344 1,251 0.02% — 283 +51,344 New Q4 2025 Feb 13, 2026
Frontier Asset Management, LLC History Reduced 51,361 1,251 0.29% 0.32% 282 -1,084 -2.07% Q4 2025 Feb 04, 2026
Krilogy Financial LLC History Added to 51,330 1,251 0.04% 0.05% 281 +123 0.24% Q4 2025 Jan 27, 2026
Savvy Advisors, Inc. History Reduced 50,751 1,236 0.04% 0.06% 284 -3,199 -5.93% Q4 2025 Jan 20, 2026
BCS Wealth Management History Added to 50,446 1,229 0.12% 0.13% 285 +27,154 116.58% Q4 2025 Jan 26, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 50,230 1,224 0.06% 0.04% 286 +23,404 87.24% Q4 2025 Jan 26, 2026
Inspire Advisors, LLC History Added to 50,065 1,220 0.11% 0.1% 287 +6,966 16.16% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Added to 50,051 1,219 0.27% 0.26% 288 +1,571 3.24% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Added to 50,051 1,219 0.19% 0.19% 289 +1,571 3.24% Q4 2025 Jan 21, 2026
Veery Capital, LLC History Reduced 49,835 1,214 0.37% 0.4% 290 -2,389 -4.57% Q4 2025 Jan 27, 2026
Sellwood Investment Partners LLC History Reduced 49,240 1,199 0.47% 1.03% 292 -56,862 -53.59% Q4 2025 Jan 26, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 24,499 1,199 0.11% 0.11% 291 0 0.0% Q4 2025 Feb 13, 2026
Barnes Dennig Private Wealth Management LLC History Added to 49,183 1,198 1.2% 1.13% 293 +6,020 13.95% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 51,008 1,182 0.03% 0.02% 294 +8,864 21.03% Q4 2025 Feb 11, 2026
Avestar Capital, LLC History No change 48,000 1,169 0.08% 0.08% 295 0 0.0% Q4 2025 Feb 10, 2026
Bright Futures Wealth Management, LLC. History Added to 47,708 1,162 0.86% 0.81% 296 +5,243 12.35% Q4 2025 Feb 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 47,614 1,160 0.13% 0.13% 297 -258 -0.54% Q4 2025 Jan 22, 2026
Ethos Financial Group, LLC History Added to 47,456 1,156 0.09% 0.09% 298 +809 1.73% Q4 2025 Jan 20, 2026
Apollon Wealth Management, LLC History Reduced 45,328 1,104 0.02% 0.03% 299 -31,411 -40.93% Q4 2025 Jan 22, 2026
Tennessee Valley Asset Management Partners History Reduced 45,182 1,101 0.14% 0.16% 300 -4,124 -8.36% Q4 2025 Feb 05, 2026
Evanson Asset Management, LLC History Added to 44,984 1,096 0.06% 0.06% 301 +1,052 2.39% Q4 2025 Jan 12, 2026
Vident Advisory, LLC History Reduced 44,666 1,088 0.01% 0.01% 302 -3,261 -6.8% Q4 2025 Feb 18, 2026
Koshinski Asset Management, Inc. History Reduced 44,292 1,079 0.07% 0.1% 303 -19,056 -30.08% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 44,224 1,077 0.0% 0.0% 304 +6,159 16.18% Q4 2025 Feb 13, 2026
Tempus Wealth Planning, LLC History Added to 44,098 1,074 0.25% 0.22% 305 +5,425 14.03% Q4 2025 Jan 16, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 43,961 1,071 0.18% 0.18% 306 +329 0.75% Q4 2025 Jan 26, 2026
Twele Capital Management, Inc. History Added to 43,735 1,065 0.19% 0.19% 307 +1,712 4.07% Q4 2025 Jan 09, 2026
Concurrent Investment Advisors, LLC History Added to 43,415 1,058 0.01% 0.02% 308 +1,223 2.9% Q4 2025 Jan 29, 2026
Bank of New York Mellon Corp History Reduced 43,289 1,054 0.0% 0.0% 309 -161,986 -78.91% Q4 2025 Feb 10, 2026
Vista Cima Wealth Management LLC History Added to 43,172 1,052 0.88% 0.87% 310 +283 0.66% Q4 2025 Feb 11, 2026
Wealthspire Retirement, LLC History Added to 43,047 1,049 0.06% 0.07% 311 +252 0.59% Q4 2025 Feb 18, 2026
WIN ADVISORS, INC History Reduced 42,889 1,045 0.44% 0.56% 312 -4,138 -8.8% Q4 2025 Feb 04, 2026
Coordinated Financial Services, Inc. History Added to 42,757 1,041 0.6% 0.53% 313 +8,738 25.69% Q4 2025 Feb 09, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History Reduced 42,600 1,038 0.46% 0.82% 314 -30,400 -41.64% Q4 2025 Feb 12, 2026
Ausdal Financial Partners, Inc. History Reduced 42,540 1,036 0.05% 0.07% 315 -12,429 -22.61% Q4 2025 Feb 13, 2026
Guardian Financial Partners, LLC History Added to 42,103 1,026 0.43% 0.43% 316 +115 0.27% Q4 2025 Jan 14, 2026
Mission Hills Financial Advisory, LLC History Added to 40,929 997 0.53% 0.32% 317 +15,870 63.33% Q4 2025 Feb 02, 2026
Kingsview Wealth Management, LLC History Added to 40,882 996 0.01% 0.02% 318 +25 0.06% Q4 2025 Feb 09, 2026
LifePlan Financial, LLC History Reduced 40,710 992 0.76% 0.8% 319 -499 -1.21% Q4 2025 Jan 20, 2026
Sherman Asset Management, Inc. History Added to 39,861 971 0.82% 0.79% 320 +2,180 5.79% Q4 2025 Feb 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 39,823 970 0.0% 0.06% 321 -1,781,261 -97.81% Q4 2025 Feb 12, 2026
Asset One Wealth Management LLC History New 38,939 946 0.13% — 322 +38,939 New Q4 2025 Feb 17, 2026
Smart Portfolios, LLC History No change 38,430 936 0.93% 0.9% 323 0 0.0% Q4 2025 Jan 30, 2026
Team Financial Group, LLC History Added to 38,136 929 0.42% 0.27% 324 +14,336 60.24% Q4 2025 Jan 13, 2026
FIDUCIARY TRUST CO History New 38,056 927 0.01% — 325 +38,056 New Q4 2025 Feb 13, 2026
Elmwood Wealth Management, Inc. History No change 38,000 926 0.29% 0.33% 326 0 0.0% Q4 2025 Jan 08, 2026
Rede Wealth, LLC History New 37,956 924 0.32% — 327 +37,956 New Q4 2025 Jan 23, 2026
McCartney Wealth Management LLC History New 37,842 922 0.8% — 328 +37,842 New Q4 2025 Feb 17, 2026
ARS Wealth Advisors Group, LLC History No change 37,803 921 0.08% 0.09% 329 0 0.0% Q4 2025 Jan 12, 2026
PARK NATIONAL CORP /OH/ History New 37,404 911 0.03% — 330 +37,404 New Q4 2025 Jan 05, 2026
Accurate Wealth Management, LLC History Reduced 37,312 908 0.12% 0.12% 331 -44 -0.12% Q4 2025 Jan 14, 2026
Family Investment Center, Inc. History Added to 36,852 898 0.18% 0.19% 332 +304 0.83% Q4 2025 Jan 23, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 36,782 896 0.03% 0.03% 333 +620 1.71% Q4 2025 Jan 30, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 36,378 886 0.73% 0.88% 334 -92 -0.25% Q4 2025 Feb 02, 2026
Cumberland Partners Ltd History Added to 36,346 885 0.05% 0.06% 335 +345 0.96% Q4 2025 Feb 06, 2026
BDFS Capital LLC History New 36,117 880 0.44% — 336 +36,117 New Q4 2025 Feb 26, 2026
MADDEN SECURITIES Corp History Added to 35,581 867 0.26% 0.24% 337 +4,049 12.84% Q4 2025 Feb 04, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 35,436 863 0.51% 0.54% 338 0 0.0% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 37,066 855 0.0% 0.0% 339 +10,248 38.21% Q4 2025 Mar 09, 2026
Lumbard & Kellner, LLC History Reduced 34,964 852 0.3% 0.39% 340 -8,023 -18.66% Q4 2025 Feb 03, 2026
Simplicity Wealth,LLC History Added to 34,919 850 0.05% 0.05% 341 +1,960 5.95% Q4 2025 Jan 30, 2026
D.B. Root & Company, LLC History Reduced 34,702 845 0.21% 0.25% 342 -6,010 -14.76% Q4 2025 Feb 03, 2026
CWM, LLC History Reduced 34,461 840 0.0% 0.0% 343 -33,337 -49.17% Q4 2025 Jan 26, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 34,431 839 0.1% 0.11% 344 -3,761 -9.85% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Added to 33,721 821 0.06% 0.06% 345 +2,145 6.79% Q4 2025 Feb 18, 2026
Kuhn & Co Investment Counsel History Added to 33,684 820 0.55% 0.65% 346 +104 0.31% Q4 2025 Feb 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 33,318 811 0.0% 0.01% 347 +459 1.4% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 32,809 799 0.01% 0.01% 348 +5,784 21.4% Q4 2025 Feb 13, 2026
Cambridge Advisors Inc. History No change 32,757 798 0.15% 0.16% 349 0 0.0% Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Reduced 32,502 792 0.0% 0.01% 350 -11,158 -25.56% Q4 2025 Feb 03, 2026
Downshift Financial, LLC History New 31,838 775 0.48% — 351 +31,838 New Q4 2025 Mar 11, 2026
Seneca Financial Advisors LLC History Reduced 31,699 772 0.23% 0.33% 352 -9,889 -23.78% Q4 2025 Jan 26, 2026
GRANVILLE CAPITAL, INC. History New 31,470 766 0.41% — 354 +31,470 New Q4 2025 Feb 13, 2026
Hidden Cove Wealth Management, LLC History Reduced 31,470 766 0.5% 0.68% 355 -10,664 -25.31% Q4 2025 Feb 02, 2026
BNP PARIBAS History Added to 31,454 766 0.02% 0.02% 353 +3,546 12.71% Q4 2025 Feb 10, 2026
Global Trust Asset Management, LLC History Reduced 31,000 755 0.3% 0.36% 356 -1,750 -5.34% Q4 2025 Jan 20, 2026
VanderPol Investments L.L.C. History Added to 30,910 753 1.31% 1.1% 357 +4,818 18.47% Q4 2025 Feb 04, 2026
ALTFEST L J & CO INC History Added to 30,311 738 0.08% 0.08% 358 +480 1.61% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Reduced 30,183 735 0.01% 0.02% 359 -25,738 -46.03% Q4 2025 Feb 05, 2026
CHILTON INVESTMENT CO INC. History No change 29,910 728 0.02% 0.01% 360 0 0.0% Q4 2025 Feb 17, 2026
L.K. Benson & Company, P.C. History Added to 29,866 727 0.36% 0.21% 361 +13,602 83.63% Q4 2025 Feb 06, 2026
Pasadena Private Wealth, LLC History Reduced 29,755 725 0.1% 0.2% 362 -26,630 -47.23% Q4 2025 Feb 10, 2026
Aegis Wealth Management LLC History Added to 29,638 722 0.41% 0.32% 363 +4,916 19.89% Q4 2025 Jan 14, 2026
Equitable Holdings, Inc. History Added to 29,576 720 0.0% 0.01% 364 +554 1.91% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 29,463 718 0.05% 0.02% 365 +15,828 116.08% Q4 2025 Jan 15, 2026
Focus Partners Advisor Solutions, LLC History Reduced 29,222 712 0.01% 0.02% 367 -50,976 -63.56% Q4 2025 Feb 11, 2026
Western Wealth Management, LLC History Reduced 29,246 712 0.03% 0.04% 366 -483 -1.62% Q4 2025 Feb 05, 2026
Spinnaker Investment Group, LLC History Reduced 28,870 703 0.13% 0.13% 368 -497 -1.69% Q4 2025 Jan 12, 2026
Hexagon Capital Partners LLC History Reduced 28,535 695 0.13% 0.27% 369 -26,775 -48.41% Q4 2025 Feb 06, 2026
Traub Capital Management LLC History Reduced 28,412 692 0.67% 0.69% 370 -125 -0.44% Q4 2025 Jan 29, 2026
Diversified Enterprises, LLC History Added to 28,346 690 0.04% 0.03% 372 +9,374 49.41% Q4 2025 Jan 28, 2026
HBK Sorce Advisory LLC History Added to 28,373 690 0.02% 0.01% 371 +3,855 15.72% Q4 2025 Feb 09, 2026
Madden Advisory Services, Inc. History Added to 28,273 689 0.28% 0.25% 373 +1,483 5.54% Q4 2025 Feb 11, 2026
Wealthcare Advisory Partners LLC History Reduced 28,126 685 0.01% 0.01% 374 -673 -2.34% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History Reduced 27,395 667 0.01% 0.01% 376 -5,629 -17.05% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 27,380 667 0.0% 0.0% 375 -952 -3.36% Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History Reduced 27,040 658 0.02% 0.04% 377 -18,987 -41.25% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Reduced 26,896 655 0.01% 0.01% 378 -1,738 -6.07% Q4 2025 Jan 16, 2026
EJMK Ventures LLC History New 26,633 649 0.4% — 379 +26,633 New Q4 2025 Mar 03, 2026
Vantage Financial Partners, LLC History Reduced 26,512 646 0.13% 0.15% 380 -1,803 -6.37% Q4 2025 Feb 03, 2026
Weitzel Financial Services, Inc. History Reduced 26,359 642 0.25% 0.27% 381 -1,127 -4.1% Q4 2025 Feb 03, 2026
Tradition Wealth Management, LLC History Reduced 26,057 635 0.05% 0.05% 382 -1,499 -5.44% Q4 2025 Feb 11, 2026
Noble Family Wealth, LLC History Added to 25,842 629 0.13% 0.12% 383 +4,026 18.45% Q4 2025 Jan 07, 2026
Planned Solutions, Inc. History Reduced 25,696 626 0.2% 0.27% 384 -6,805 -20.94% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Reduced 25,665 625 0.02% 0.16% 386 -240,570 -90.36% Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 25,674 625 0.11% — 387 +25,674 New Q4 2025 Feb 12, 2026
Stewardship Advisors, LLC History Added to 25,657 625 0.14% 0.15% 385 +285 1.12% Q4 2025 Jan 15, 2026
Amicus Financial Advisors, LLC History New 25,285 616 0.17% — 388 +25,285 New Q4 2025 Mar 02, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 25,160 613 0.17% 0.13% 389 +7,369 41.42% Q4 2025 Feb 10, 2026
TWO SIGMA SECURITIES, LLC History Reduced 25,047 610 0.08% 0.3% 390 -59,615 -70.42% Q4 2025 Feb 17, 2026
Main Street Financial Solutions, LLC History Added to 24,935 607 0.05% 0.04% 391 +59 0.24% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 24,263 591 0.01% 0.01% 392 +4,237 21.16% Q4 2025 Jan 20, 2026
CITADEL ADVISORS LLC History Reduced 23,641 576 0.0% 0.0% 393 -41,322 -63.61% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 23,629 575 0.01% 0.01% 394 +6,982 41.94% Q4 2025 Jan 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 23,591 574 0.01% — 395 +23,591 New Q4 2025 Jan 07, 2026
HARTLINE INVESTMENT CORP/ History Reduced 23,550 573 0.06% 0.07% 396 -4,275 -15.36% Q4 2025 Feb 09, 2026
Financial Engines Advisors L.L.C. History Reduced 22,988 560 0.0% 0.0% 397 -465 -1.98% Q4 2025 Feb 12, 2026
Live Oak Private Wealth LLC History Added to 22,930 558 0.08% 0.08% 399 +494 2.2% Q4 2025 Jan 23, 2026
Aptus Capital Advisors, LLC History Reduced 22,925 558 0.0% 0.0% 398 -139 -0.6% Q4 2025 Feb 13, 2026
Nelson Capital Management, LLC History Reduced 22,872 557 0.07% 0.07% 400 -979 -4.1% Q4 2025 Feb 10, 2026
OLD NATIONAL BANCORP /IN/ History Added to 22,737 554 0.01% 0.01% 401 +3,687 19.35% Q4 2025 Jan 28, 2026
VSM Wealth Advisory, LLC History Reduced 22,243 542 0.16% 0.19% 402 -2,975 -11.8% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History Reduced 21,758 530 0.0% 0.01% 403 -34,340 -61.21% Q4 2025 Jan 29, 2026
Steward Partners Investment Advisory, LLC History Reduced 21,706 528 0.0% 0.0% 404 -206 -0.94% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 21,637 527 0.0% — 405 +21,637 New Q4 2025 Feb 05, 2026
Stonekeep Investments, LLC History Added to 21,558 525 0.34% 0.22% 406 +7,478 53.11% Q4 2025 Jan 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 21,196 516 0.03% 0.03% 407 +513 2.48% Q4 2025 Feb 17, 2026
Brucke Financial, Inc. History Reduced 21,004 511 0.28% 0.3% 408 -311 -1.46% Q4 2025 Jan 12, 2026
Fortis Capital Advisors, LLC History Added to 20,730 505 0.07% 0.06% 410 +6,429 44.95% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History Reduced 20,730 505 0.02% 0.02% 409 -4,071 -16.41% Q4 2025 Jan 27, 2026
RETIREMENT CAPITAL STRATEGIES History No change 20,695 504 0.19% 0.19% 411 0 0.0% Q4 2025 Feb 13, 2026
Blossom Wealth Management History Reduced 20,286 494 0.82% 0.88% 412 -2,106 -9.41% Q4 2025 Jan 16, 2026
PARK AVENUE SECURITIES LLC History New 20,040 488 0.0% — 413 +20,040 New Q4 2025 Jan 05, 2026
REDW Wealth LLC History Reduced 19,959 486 0.19% 0.19% 414 -575 -2.8% Q4 2025 Jan 28, 2026
Joule Financial, LLC History Reduced 19,750 481 0.14% 0.18% 415 -5,366 -21.36% Q4 2025 Jan 20, 2026
HC Advisors, LLC History Reduced 19,661 479 0.33% 0.34% 416 -95 -0.48% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Reduced 19,522 475 0.05% 0.05% 417 -38 -0.19% Q4 2025 Jan 12, 2026
NATIXIS ADVISORS, LLC History Added to 19,246 469 0.0% 0.0% 418 +1,538 8.69% Q4 2025 Feb 10, 2026
Jacobi Capital Management LLC History Reduced 19,256 469 0.03% 0.03% 419 -578 -2.91% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Added to 19,162 466 0.14% 0.15% 420 +381 2.03% Q4 2025 Jan 26, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 18,796 458 0.31% 0.32% 421 -321 -1.68% Q4 2025 Feb 05, 2026
Bragg Financial Advisors, Inc History No change 18,763 457 0.01% 0.02% 422 0 0.0% Q4 2025 Feb 13, 2026
Avant Financial Advisors LLC History No change 18,742 456 0.33% 0.34% 423 0 0.0% Q4 2025 Jan 15, 2026
WEDBUSH SECURITIES INC History Reduced 18,634 454 0.01% 0.01% 424 -155 -0.82% Q4 2025 Feb 12, 2026
Mainstream Capital Management LLC History Reduced 18,624 453 0.3% 0.34% 426 -2,116 -10.2% Q4 2025 Jan 21, 2026
Clearstead Advisors, LLC History Added to 18,615 453 0.01% 0.01% 425 +57 0.31% Q4 2025 Feb 09, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 18,570 452 0.04% 0.04% 427 -849 -4.37% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 18,466 450 0.01% — 428 +18,466 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 18,337 447 0.0% 0.0% 429 +276 1.53% Q4 2025 Feb 11, 2026
Somerset Group LLC History Reduced 18,334 446 0.34% 0.36% 430 -247 -1.33% Q4 2025 Feb 12, 2026
BIRCHBROOK, INC. History Added to 17,992 438 0.22% 0.22% 431 +536 3.07% Q4 2025 Feb 04, 2026
Pacific Park Financial, Inc. History New 17,822 434 0.27% — 432 +17,822 New Q4 2025 Jan 30, 2026
Tactive Advisors, LLC History Added to 17,765 432 0.13% 0.12% 433 +750 4.41% Q4 2025 Jan 09, 2026
NewCorp Financial Services, Inc. History New 17,635 429 0.38% — 435 +17,635 New Q4 2025 Feb 10, 2026
Signet Investment Advisory Group, Inc. History Added to 17,606 429 0.2% 0.2% 434 +259 1.49% Q4 2025 Feb 12, 2026
Onyx Bridge Wealth Group LLC History New 17,229 419 0.04% — 436 +17,229 New Q4 2025 Feb 18, 2026
Signature Resources Capital Management, LLC History Added to 17,182 418 0.21% 0.22% 437 +637 3.85% Q4 2025 Jan 21, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Reduced 17,094 416 0.28% 0.44% 438 -7,897 -31.6% Q4 2025 Feb 09, 2026
Per Stirling Capital Management, LLC. History No change 16,944 412 0.05% 0.05% 439 0 0.0% Q4 2025 Feb 17, 2026
Leading Edge Financial Planning LLC History Reduced 16,846 410 0.09% 0.13% 440 -4,697 -21.8% Q4 2025 Jan 21, 2026
HOWE & RUSLING INC History New 16,747 408 0.03% — 441 +16,747 New Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 16,581 404 0.01% 0.01% 442 0 0.0% Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 16,479 401 0.01% 0.01% 443 +2,806 20.52% Q4 2025 Feb 13, 2026
Advisor Resource Council History New 16,355 397 0.14% — 444 +16,355 New Q4 2025 Feb 10, 2026
Enclave Advisors LLC History New 16,291 397 0.06% — 445 +16,291 New Q4 2025 Jan 14, 2026
First County Bank /CT/ History Added to 15,981 389 0.2% 0.19% 446 +593 3.85% Q4 2025 Jan 14, 2026
Gradient Capital Advisors, LLC History Added to 15,949 388 0.1% 0.08% 447 +4,299 36.9% Q4 2025 Feb 06, 2026
Baker Avenue Asset Management, LP History No change 15,728 383 0.01% 0.01% 448 0 0.0% Q4 2025 Feb 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 15,609 380 0.16% 0.16% 449 0 0.0% Q4 2025 Jan 09, 2026
TFB Advisors LLC History Reduced 15,424 375 0.1% 0.11% 450 -730 -4.52% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 15,074 367 0.01% 0.01% 451 +3,525 30.52% Q4 2025 Feb 12, 2026
Valtinson Bruner Financial Planning LLC History Reduced 15,087 367 0.11% 0.11% 452 -502 -3.22% Q4 2025 Feb 09, 2026
Ceeto Capital Group, LLC History No change 15,000 366 0.11% 0.11% 453 0 0.0% Q4 2025 Feb 13, 2026
Archer Investment Management, LLC History Reduced 14,902 363 0.2% 0.25% 454 -1,613 -9.77% Q4 2025 Jan 12, 2026
Genesee Capital Advisors, LLC History Reduced 14,831 361 0.15% 0.16% 456 -92 -0.62% Q4 2025 Jan 16, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 14,820 361 0.01% 0.01% 455 0 0.0% Q4 2025 Feb 06, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 14,809 360 0.04% 0.05% 457 -4,104 -21.7% Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History New 14,752 359 0.0% — 459 +14,752 New Q4 2025 Feb 17, 2026
NWAM LLC History Added to 14,747 359 0.02% 0.02% 458 +2 0.01% Q4 2025 Feb 04, 2026
U.S. Capital Wealth Advisors, LLC History Added to 14,731 358 0.01% 0.01% 460 +4,717 47.1% Q4 2025 Jan 23, 2026
Clay Northam Wealth Management, LLC History Reduced 14,700 358 0.2% 0.22% 461 -800 -5.16% Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History Added to 14,647 356 0.1% 0.09% 462 +789 5.69% Q4 2025 Feb 06, 2026
Lauterbach Financial Advisors, LLC History Added to 14,381 350 0.17% 0.17% 463 +99 0.69% Q4 2025 Feb 13, 2026
Hardin Capital Partners, LLC History Added to 14,315 348 0.16% 0.19% 464 +121 0.85% Q4 2025 Jan 09, 2026
Pinnacle Financial Partners, Inc. History New 14,202 346 0.0% — 465 +14,202 New Q4 2025 Feb 18, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 14,085 343 0.12% 0.12% 466 +142 1.02% Q4 2025 Jan 12, 2026
Davis Wealth Advisors, LLC History New 13,894 338 0.28% — 467 +13,894 New Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 13,722 334 0.04% 0.04% 468 +778 6.01% Q4 2025 Jan 26, 2026
Latitude Advisors, LLC History Added to 13,744 334 0.15% 0.15% 469 +175 1.29% Q4 2025 Jan 27, 2026
Financial Architects, LLC History Added to 13,490 328 0.18% 0.19% 470 +110 0.82% Q4 2025 Jan 21, 2026
CGN Advisors LLC History Added to 13,439 327 0.03% 0.03% 471 +689 5.4% Q4 2025 Jan 05, 2026
Revisor Wealth Management LLC History Added to 13,443 327 0.09% 0.11% 472 +409 3.14% Q4 2025 Jan 27, 2026
McBroom & Associates, LLC History Reduced 13,296 324 0.16% 0.3% 473 -12,916 -49.28% Q4 2025 Jan 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 13,011 317 0.01% 0.01% 474 -3,506 -21.23% Q4 2025 Feb 19, 2026
Ashton Thomas Private Wealth, LLC History Reduced 12,992 316 0.01% 0.01% 475 -5,216 -28.65% Q4 2025 Jan 29, 2026
Litman Gregory Wealth Management LLC History No change 12,875 313 0.02% 0.02% 476 0 0.0% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 12,585 306 0.01% 0.0% 478 +11,562 1130.21% Q4 2025 Feb 13, 2026
Sonoma Private Wealth LLC History No change 12,581 306 0.37% 0.37% 477 0 0.0% Q4 2025 Feb 17, 2026
Friedenthal Financial History Reduced 12,373 301 0.15% 0.19% 479 -2,755 -18.21% Q4 2025 Jan 27, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 12,283 299 0.01% 0.01% 480 -593 -4.61% Q4 2025 Jan 28, 2026
TRUST CO OF VERMONT History Added to 12,242 298 0.01% 0.0% 481 +11,868 3173.26% Q4 2025 Jan 16, 2026
SCRATCH CAPITAL LLC History Reduced 12,221 297 0.19% 0.2% 482 -30 -0.24% Q4 2025 Jan 13, 2026
Brewster Financial Planning LLC History Added to 12,005 292 0.18% 0.18% 483 +288 2.46% Q4 2025 Jan 14, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 11,961 291 0.03% 0.03% 484 +1,191 11.06% Q4 2025 Jan 08, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 11,910 290 0.03% 0.03% 485 -829 -6.51% Q4 2025 Jan 09, 2026
Inman Jager Wealth Management, LLC History Added to 11,914 290 0.18% 0.18% 487 +398 3.46% Q4 2025 Jan 26, 2026
Fairman Group, LLC History No change 11,925 290 0.23% 0.23% 486 0 0.0% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History Reduced 11,813 287 0.03% 0.04% 488 -181 -1.51% Q4 2025 Jan 12, 2026
American Capital Advisory, LLC History Reduced 11,724 285 0.12% 0.24% 490 -9,796 -45.52% Q4 2025 Jan 30, 2026
Envestnet Portfolio Solutions, Inc. History Added to 11,718 285 0.0% 0.0% 489 +1,487 14.53% Q4 2025 Feb 06, 2026
Kilner Capital Advisors, LLC History New 11,591 282 0.27% — 491 +11,591 New Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 11,519 280 0.0% 0.0% 492 -4,900 -29.84% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 11,474 279 0.0% 0.01% 493 -3,340 -22.55% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 11,373 277 0.01% 0.01% 494 +1,431 14.39% Q4 2025 Feb 03, 2026
Rockbridge Investment Management, LCC History No change 11,365 276 0.03% 0.03% 495 0 0.0% Q4 2025 Feb 04, 2026
Vermillion Wealth Management, Inc. History Added to 11,267 274 0.11% 0.01% 497 +9,010 399.2% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History Added to 11,253 274 0.0% 0.0% 496 +1,909 20.43% Q4 2025 Jan 21, 2026
Lynx Investment Advisory History Added to 11,263 274 0.15% 0.14% 498 +1,857 19.74% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 11,082 270 0.0% 0.0% 499 +4 0.04% Q4 2025 Feb 17, 2026
&PARTNERS History Reduced 11,005 267 0.0% 0.0% 500 -4,394 -28.53% Q4 2025 Feb 17, 2026
Cassady Wealth & Retirement Planning, LLC History New 10,949 266 0.17% — 501 +10,949 New Q4 2025 Apr 02, 2026
WMG Financial Advisors, LLC History Added to 10,814 263 0.11% 0.09% 502 +61 0.57% Q4 2025 Jan 28, 2026
Core Wealth Partners LLC History Reduced 10,626 258 0.12% 0.25% 503 -11,308 -51.55% Q4 2025 Feb 17, 2026
Zullo Investment Group, Inc. History Reduced 10,559 257 0.09% 0.1% 504 -500 -4.52% Q4 2025 Jan 26, 2026
Cedarwood Wealth LLC History New 10,442 254 0.28% — 506 +10,442 New Q4 2025 Mar 05, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 10,450 254 0.1% 0.1% 505 0 0.0% Q4 2025 Feb 13, 2026
Apeiron RIA LLC History Added to 10,393 253 0.05% 0.05% 507 +336 3.34% Q4 2025 Feb 03, 2026
StoneX Group Inc. History Reduced 10,307 251 0.01% 0.26% 508 -231,880 -95.74% Q4 2025 Feb 12, 2026
Aull & Monroe Investment Management Corp History Reduced 10,316 251 0.13% 0.13% 509 -89 -0.86% Q4 2025 Jan 09, 2026
Daybright Advisory Services, Inc. History New 10,186 248 0.07% — 510 +10,186 New Q4 2025 Feb 12, 2026
Alpha Omega Wealth Management LLC History No change 10,149 247 0.04% 0.04% 511 0 0.0% Q4 2025 Jan 22, 2026
Wealthcare Capital Partners, LLC History Reduced 10,000 243 0.11% 0.13% 514 -1,860 -15.68% Q4 2025 Jan 14, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 9,997 243 0.07% 0.06% 512 +1,611 19.21% Q4 2025 Feb 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 9,993 243 0.0% 0.0% 513 -532 -5.05% Q4 2025 Feb 12, 2026
PFG Advisors History Added to 9,911 241 0.01% 0.01% 515 +826 9.09% Q4 2025 Jan 27, 2026
TOWNSQUARE CAPITAL LLC History Reduced 9,911 241 0.05% 0.04% 516 -692 -6.53% Q4 2025 Feb 11, 2026
FMR LLC History Added to 9,867 240 0.0% 0.0% 517 +138 1.42% Q4 2025 Feb 17, 2026
Investment Planning Advisors, Inc. History Added to 9,746 237 0.07% 0.07% 518 +88 0.91% Q4 2025 Jan 20, 2026
Cogent Private Wealth, Inc. History New 9,701 236 0.18% — 520 +9,701 New Q4 2025 Feb 10, 2026
Morling Financial Advisors, LLC History Added to 9,689 236 0.07% 0.06% 519 +2,778 40.2% Q4 2025 Feb 06, 2026
LaSalle St. Investment Advisors, LLC History New 9,565 233 0.04% — 522 +9,565 New Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 9,583 233 0.02% 0.02% 521 -217 -2.21% Q4 2025 Apr 02, 2026
Tuttle Capital Management, LLC History New 9,500 231 0.51% — 523 +9,500 New Q4 2025 Jan 08, 2026
American Institute for Advanced Investment Management, LLP History No change 9,500 231 0.15% 0.15% 524 0 0.0% Q4 2025 Feb 04, 2026
Generation Capital Management LLC History No change 9,514 231 0.15% 0.17% 525 0 0.0% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 9,375 228 0.01% 0.0% 527 +9,121 3590.94% Q4 2025 Feb 10, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 9,385 228 0.04% 0.04% 526 +280 3.08% Q4 2025 Jan 12, 2026
WPG Advisers, LLC History Added to 9,312 226 0.17% 0.18% 528 +30 0.32% Q4 2025 Jan 28, 2026
EARNED WEALTH ADVISORS, LLC History New 9,250 225 0.07% — 529 +9,250 New Q4 2025 Jan 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 9,212 224 0.0% 0.0% 530 +6 0.07% Q4 2025 Feb 12, 2026
Advisor OS, LLC History Added to 9,178 223 0.02% 0.02% 531 +662 7.77% Q4 2025 Feb 04, 2026
Arete Wealth Advisors, LLC History Added to 8,922 217 0.01% 0.01% 532 +669 8.11% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 8,926 217 0.01% 0.01% 533 +168 1.92% Q4 2025 Feb 04, 2026
Blume Capital Management, Inc. History No change 8,898 216 0.04% 0.04% 534 0 0.0% Q4 2025 Feb 05, 2026
Fiduciary Alliance LLC History New 8,808 214 0.01% — 536 +8,808 New Q4 2025 Jan 22, 2026
WBI INVESTMENTS, LLC History Reduced 8,790 214 0.06% 0.1% 535 -7,458 -45.9% Q4 2025 Feb 13, 2026
MYECFO, LLC History Reduced 8,763 213 0.09% 0.13% 537 -2,560 -22.61% Q4 2025 Jan 12, 2026
WESBANCO BANK INC History Reduced 8,720 212 0.01% 0.02% 538 -16,785 -65.81% Q4 2025 Feb 03, 2026
Firestone Capital Management History New 8,677 211 0.04% — 539 +8,677 New Q4 2025 Feb 09, 2026
Strategic Advocates LLC History No change 8,550 208 0.05% 0.05% 540 0 0.0% Q4 2025 Feb 11, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 8,500 207 0.02% 0.02% 541 0 0.0% Q4 2025 Jan 16, 2026
Beverly Hills Private Wealth, LLC History Added to 8,440 205 0.04% 0.04% 543 +41 0.49% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History No change 8,413 205 0.15% 0.14% 542 0 0.0% Q4 2025 Mar 12, 2026
Betterment LLC History New 8,367 204 0.0% — 544 +8,367 New Q4 2025 Feb 12, 2026
Accelerate Investment Advisors LLC History Reduced 8,388 204 0.14% 0.14% 545 -200 -2.33% Q4 2025 Jan 12, 2026
Autumn Glory Partners, LLC History New 8,363 203 0.07% — 546 +8,363 New Q4 2025 Jan 27, 2026
Pathstone Holdings, LLC History New 8,335 203 0.0% — 547 +8,335 New Q4 2025 Feb 13, 2026
TPG Advisors LLC History Reduced 8,289 202 0.13% 0.14% 548 -237 -2.78% Q4 2025 Jan 21, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 8,265 201 0.02% 0.02% 550 +3 0.04% Q4 2025 Jan 27, 2026
White Lighthouse Investment Management Inc. History No change 8,260 201 0.03% 0.03% 549 0 0.0% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Added to 7,966 194 0.0% 0.0% 551 +69 0.87% Q4 2025 Feb 04, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 7,886 192 0.13% — 552 +7,886 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 7,844 191 0.06% 0.13% 553 +2,477 46.15% Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 7,628 185 0.02% 0.03% 554 -3,338 -30.44% Q4 2025 Jan 20, 2026
Bulwark Capital Corp History Reduced 7,312 178 0.13% 1.87% 555 -90,982 -92.56% Q4 2025 Jan 12, 2026
Daytona Street Capital LLC History New 6,943 169 0.13% — 556 +6,943 New Q4 2025 Jan 21, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 6,420 156 0.03% 0.03% 557 0 0.0% Q4 2025 Jan 12, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 6,259 152 0.1% 0.1% 558 +79 1.28% Q4 2025 Feb 10, 2026
SRH ADVISORS, LLC History Reduced 5,640 137 0.04% 0.05% 559 -1,970 -25.89% Q4 2025 Jan 21, 2026
Fourth Dimension Wealth, LLC History Reduced 5,373 130 0.05% 0.05% 560 -30 -0.56% Q4 2025 Feb 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,188 126 0.0% 0.0% 561 0 0.0% Q4 2025 Feb 05, 2026
Larson Financial Group LLC History Reduced 5,109 124 0.0% 0.0% 562 -44 -0.85% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 5,054 123 0.0% 0.0% 563 +477 10.42% Q4 2025 Jan 26, 2026
Legacy Bridge, LLC History No change 4,600 112 0.05% 0.05% 564 0 0.0% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Added to 4,595 111 0.0% 0.0% 565 +41 0.9% Q4 2025 Feb 12, 2026
High Note Wealth, LLC History No change 4,389 106 0.02% 0.02% 566 0 0.0% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 4,160 101 0.0% 0.0% 567 -739 -15.08% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Reduced 4,045 98 0.0% 0.0% 568 -3,200 -44.17% Q4 2025 Feb 02, 2026
WHITTIER TRUST CO History New 4,010 97 0.0% — 569 +4,010 New Q4 2025 Jan 26, 2026
Anchor Investment Management, LLC History No change 3,980 96 0.01% 0.01% 570 0 0.0% Q4 2025 Feb 26, 2026
EASTERN BANK History Reduced 3,862 94 0.0% 0.0% 571 -995 -20.49% Q4 2025 Jan 14, 2026
Qube Research & Technologies Ltd History New 3,615 88 0.0% — 572 +3,615 New Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Added to 3,605 87 0.0% 0.0% 573 +357 10.99% Q4 2025 Jan 30, 2026
Rice Partnership, LLC History New 3,345 81 0.01% — 574 +3,345 New Q4 2025 Feb 10, 2026
BOKF, NA History Added to 3,186 77 0.0% 0.0% 575 +1,086 51.71% Q4 2025 Feb 03, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 3,189 77 0.05% 0.05% 576 -93 -2.83% Q4 2025 Feb 11, 2026
Costello Asset Management, INC History Reduced 2,680 65 0.02% 0.03% 577 -537 -16.69% Q4 2025 Feb 03, 2026
Smithfield Trust Co History Added to 2,600 64 0.0% 0.0% 578 +600 30.0% Q4 2025 Feb 09, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 2,622 63 0.02% 0.03% 579 0 0.0% Q4 2025 Jan 27, 2026
Capital Investment Advisory Services, LLC History Added to 2,571 62 0.0% 0.0% 580 +603 30.64% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 2,524 61 0.0% 0.0% 581 0 0.0% Q4 2025 Jan 26, 2026
Founders Financial Alliance, LLC History Reduced 2,446 59 0.01% 0.01% 582 -458 -15.77% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Added to 2,405 58 0.0% 0.0% 583 +308 14.69% Q4 2025 Jan 16, 2026
Valeo Financial Advisors, LLC History Reduced 14,503 56 0.0% 0.0% 584 -2,753 -15.95% Q4 2025 Feb 04, 2026
Tradewinds Capital Management, LLC History Added to 2,282 55 0.01% 0.01% 585 +5 0.22% Q4 2025 Jan 14, 2026
Crewe Advisors LLC History New 2,209 53 0.0% — 586 +2,209 New Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History Reduced 2,116 51 0.0% 0.01% 587 -3,049 -59.03% Q4 2025 Jan 26, 2026
Measured Wealth Private Client Group, LLC History Added to 2,107 51 0.01% 0.01% 588 +431 25.72% Q4 2025 Feb 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 2,049 49 0.02% 0.02% 589 +25 1.24% Q4 2025 Jan 23, 2026
MidAtlantic Capital Management, Inc. History New 1,984 48 0.03% — 590 +1,984 New Q4 2025 Feb 10, 2026
Front Row Advisors LLC History No change 1,676 40 0.01% 0.01% 591 0 0.0% Q4 2025 Feb 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,600 38 0.03% — 592 +1,600 New Q4 2025 Feb 11, 2026
Grey Ledge Advisors, LLC History Added to 1,452 35 0.01% 0.01% 593 +70 5.07% Q4 2025 Feb 05, 2026
Sound Income Strategies, LLC History Added to 1,404 34 0.0% 0.0% 594 +7 0.5% Q4 2025 Jan 21, 2026
CoreCap Advisors, LLC History Added to 1,300 31 0.0% 0.0% 596 +118 9.98% Q4 2025 Jan 13, 2026
NBT BANK N A /NY History No change 24 31 0.0% 0.0% 595 0 0.0% Q4 2025 Jan 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,247 30 0.0% 0.0% 597 0 0.0% Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Added to 1,083 26 0.0% — 598 +1,063 5315.0% Q4 2025 Feb 11, 2026
Dorato Capital Management History New 1,063 25 0.02% — 601 +1,063 New Q4 2025 Jan 16, 2026
CIBC Private Wealth Group LLC History Added to 1,031 25 0.0% 0.0% 599 +599 138.66% Q4 2025 Feb 12, 2026
Kennebec Savings Bank History Reduced 1,066 25 0.02% 0.02% 600 -44 -3.96% Q4 2025 Jan 22, 2026
VISION FINANCIAL MARKETS LLC History No change 1,000 24 0.02% 0.02% 602 0 0.0% Q4 2025 Jan 22, 2026
Transamerica Financial Advisors, LLC History Added to 918 22 0.0% — 603 +895 3891.3% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History New 864 21 0.0% — 606 +864 New Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History Reduced 872 21 0.0% 0.0% 604 -454 -34.24% Q4 2025 Feb 12, 2026
Tower View Wealth Management LLC History Added to 892 21 0.01% 0.01% 605 +11 1.25% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History Added to 838 20 0.0% 0.0% 607 +303 56.64% Q4 2025 Jan 29, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 844 20 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 09, 2026
Beaird Harris Wealth Management, LLC History No change 828 20 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 23, 2026
Caitlin John, LLC History No change 832 20 0.01% 0.01% 610 0 0.0% Q4 2025 Feb 18, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 810 19 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 09, 2026
Avion Wealth History No change 780 19 0.0% 0.0% 612 0 0.0% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History Added to 683 16 0.0% 0.0% 614 +52 8.24% Q4 2025 Feb 13, 2026
Fort Vancouver Investment Management, LLC History Added to 677 16 0.01% 0.01% 615 +9 1.35% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History No change 664 16 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 11, 2026
Davis Capital Management History Reduced 628 15 0.01% 0.01% 616 -229 -26.72% Q4 2025 Jan 28, 2026
Westfuller Advisors, LLC History No change 632 15 0.01% 0.01% 617 0 0.0% Q4 2025 Jan 21, 2026
AMERIFLEX GROUP, INC. History New 589 14 0.01% — 618 +589 New Q4 2025 Feb 18, 2026
FIFTH THIRD BANCORP History Reduced 540 13 0.0% 0.0% 619 -6,203 -91.99% Q4 2025 Feb 02, 2026
Tower Research Capital LLC (TRC) History Reduced 552 13 0.0% 0.0% 620 -208 -27.37% Q4 2025 Feb 17, 2026
McIlrath & Eck, LLC History No change 538 13 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 529 12 0.0% — 622 +529 New Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History New 501 12 0.0% — 623 +501 New Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History New 478 11 0.0% — 624 +478 New Q4 2025 Feb 12, 2026
WealthShield Partners, LLC History No change 464 11 0.0% 0.0% 625 0 0.0% Q4 2025 Feb 03, 2026
Lodestone Wealth Management LLC History New 432 10 0.0% — 627 +432 New Q4 2025 Jan 15, 2026
Parallel Advisors, LLC History Added to 423 10 0.0% 0.0% 626 +219 107.35% Q4 2025 Feb 11, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 436 10 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 02, 2026
Glen Eagle Advisors, LLC History Added to 410 9 0.0% 0.0% 630 +10 2.5% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History No change 402 9 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 06, 2026
Sunbelt Securities, Inc. History New 359 8 0.0% — 631 +359 New Q4 2025 Feb 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 350 8 0.0% — 632 +350 New Q4 2025 Feb 03, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 356 8 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 15, 2026
Parkside Financial Bank & Trust History No change 310 7 0.0% 0.0% 634 0 0.0% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History No change 302 7 0.0% 0.0% 635 0 0.0% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Reduced 257 6 0.0% 0.0% 637 -525 -67.14% Q4 2025 Feb 05, 2026
Cordant, Inc. History Reduced 267 6 0.0% 0.0% 640 -179 -40.13% Q4 2025 Jan 12, 2026
ST GERMAIN D J CO INC History No change 259 6 0.0% 0.0% 636 0 0.0% Q4 2025 Jan 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 280 6 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History No change 280 6 0.0% 0.0% 639 0 0.0% Q4 2025 Jan 28, 2026
BARRETT & COMPANY, INC. History No change 216 5 0.0% 0.0% 641 0 0.0% Q4 2025 Jan 28, 2026
OPTIMA CAPITAL LLC History New 172 4 0.0% — 645 +172 New Q4 2025 Jan 23, 2026
HANTZ FINANCIAL SERVICES, INC. History New 169 4 0.0% — 643 +169 New Q4 2025 Feb 09, 2026
Asset Dedication, LLC History Added to 171 4 0.0% 0.0% 644 +1 0.59% Q4 2025 Jan 26, 2026
BROWN BROTHERS HARRIMAN & CO History No change 186 4 0.0% 0.0% 642 0 0.0% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History New 158 3 0.0% — 651 +158 New Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History New 157 3 0.0% — 650 +157 New Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History New 148 3 0.0% — 646 +148 New Q4 2025 Feb 09, 2026
United Financial Planning Group LLC History New 147 3 0.0% — 652 +147 New Q4 2025 Feb 11, 2026
GeoWealth Management, LLC History New 137 3 0.0% — 649 +137 New Q4 2025 Feb 17, 2026
Quantum Capital Management, LLC / NJ History No change 156 3 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 144 3 0.0% 0.0% 648 0 0.0% Q4 2025 Jan 14, 2026
OAK HARBOR WEALTH PARTNERS, LLC History New 86 2 0.0% — 656 +86 New Q4 2025 Feb 02, 2026
TUCKER ASSET MANAGEMENT LLC History New 82 2 0.0% — 655 +82 New Q4 2025 Feb 05, 2026
MONTAG A & ASSOCIATES INC History No change 118 2 0.0% 0.0% 653 0 0.0% Q4 2025 Feb 02, 2026
WOLFF WIESE MAGANA LLC History No change 119 2 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 14, 2026
VALLEY NATIONAL ADVISERS INC History New 74 1 0.0% — 657 +74 New Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 66 1 0.0% — 664 +66 New Q4 2025 Feb 18, 2026
Triumph Capital Management History New 64 1 0.0% — 659 +64 New Q4 2025 Feb 12, 2026
SJS Investment Consulting Inc. History New 49 1 0.0% — 662 +49 New Q4 2025 Jan 21, 2026
Hanson & Doremus Investment Management History New 23 1 0.0% — 658 +23 New Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Reduced 67 1 0.0% 0.0% 660 -9 -11.84% Q4 2025 Jan 28, 2026
Game Plan Financial Advisors, LLC History Added to 73 1 0.0% 0.0% 661 +1 1.39% Q4 2025 Jan 14, 2026
Rossby Financial, LCC History No change 64 1 0.0% 0.0% 663 0 0.0% Q4 2025 Feb 12, 2026
Williams Financial, LLC History Closed out 0 0 — 23.79% — -945,377 -100.0% Q3 2025 Oct 24, 2025
NATIONAL BANK OF CANADA /FI/ History Reduced 3 0 — 0.01% — -488,300 -100.0% Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 — 0.14% — -134,241 -100.0% Q3 2025 Nov 07, 2025
BANK OF NOVA SCOTIA History Closed out 0 0 — 0.0% — -97,300 -100.0% Q3 2025 Nov 14, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 — 0.0% — -60,004 -100.0% Q3 2025 Nov 14, 2025
Wedmont Private Capital History Closed out 0 0 — 0.04% — -43,635 -100.0% Q3 2025 Oct 08, 2025
Lindenwold Advisors, INC History Closed out 0 0 — 0.49% — -42,243 -100.0% Q3 2025 Dec 16, 2025
COMMONS CAPITAL, LLC History Closed out 0 0 — 0.59% — -37,020 -100.0% Q3 2025 Nov 12, 2025
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.26% — -34,885 -100.0% Q3 2025 Oct 09, 2025
Curran Financial Partners, LLC History Closed out 0 0 — 0.17% — -34,537 -100.0% Q3 2025 Oct 16, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -30,216 -100.0% Q3 2025 Nov 14, 2025
Gateway Wealth Partners, LLC History Closed out 0 0 — 0.1% — -29,875 -100.0% Q3 2025 Nov 06, 2025
FIRST INTERSTATE BANK History Closed out 0 0 — 0.03% — -23,658 -100.0% Q3 2025 Oct 29, 2025
Vestwell Advisors, LLC History Closed out 0 0 — 0.2% — -22,792 -100.0% Q3 2025 Dec 05, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -20,507 -100.0% Q3 2025 Oct 14, 2025
Diversified Portfolios, Inc. History Closed out 0 0 — 0.04% — -16,678 -100.0% Q3 2025 Nov 12, 2025
Forza Wealth Management, LLC History Closed out 0 0 — 0.14% — -15,398 -100.0% Q3 2025 Oct 22, 2025
Northwest Capital Management Inc History Closed out 0 0 — 0.37% — -14,575 -100.0% Q3 2025 Oct 20, 2025
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Closed out 0 0 — 0.2% — -12,910 -100.0% Q3 2025 Oct 24, 2025
Maridea Wealth Management LLC History Closed out 0 0 — 0.04% — -11,725 -100.0% Q3 2025 Nov 07, 2025
CAPITAL INSIGHT PARTNERS, LLC History Closed out 0 0 — 0.05% — -11,409 -100.0% Q3 2025 Oct 14, 2025
Trek Financial, LLC History Closed out 0 0 — 0.02% — -11,083 -100.0% Q3 2025 Oct 31, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -10,646 -100.0% Q3 2025 Nov 14, 2025
Roberts Wealth Advisors, LLC History Closed out 0 0 — 0.06% — -9,666 -100.0% Q3 2025 Oct 21, 2025
HORAN Wealth, LLC History Closed out 0 0 — 0.04% — -9,553 -100.0% Q3 2025 Nov 05, 2025
FOSTER & MOTLEY INC History Closed out 0 0 — 0.01% — -9,353 -100.0% Q3 2025 Oct 23, 2025
Bond & Devick Financial Network, Inc. History Closed out 0 0 — 0.06% — -8,453 -100.0% Q3 2025 Nov 05, 2025
RB Capital Management, LLC History Closed out 0 0 — 0.04% — -8,400 -100.0% Q3 2025 Oct 21, 2025
Resurgent Financial Advisors LLC History Closed out 0 0 — 0.1% — -8,340 -100.0% Q3 2025 Nov 13, 2025
Lebenthal Global Advisors, LLC History Closed out 0 0 — 0.03% — -8,206 -100.0% Q3 2025 Nov 04, 2025
Anson Capital, Inc. History Closed out 0 0 — 0.15% — -8,200 -100.0% Q3 2025 Nov 05, 2025
Grove Bank & Trust History Closed out 0 0 — 0.02% — -5,324 -100.0% Q3 2025 Oct 06, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.04% — -3,091 -100.0% Q3 2025 Jan 12, 2026
PERRITT CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.03% — -2,567 -100.0% Q3 2025 Nov 17, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.03% — -2,143 -100.0% Q3 2025 Oct 15, 2025
United Community Bank History Closed out 0 0 — 0.01% — -818 -100.0% Q3 2025 Nov 04, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -645 -100.0% Q3 2025 Oct 08, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -636 -100.0% Q3 2025 Oct 22, 2025
Decker Retirement Planning Inc. History Closed out 0 0 — 0.0% — -354 -100.0% Q3 2025 Oct 27, 2025
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 — 0.0% — -214 -100.0% Q3 2025 Oct 15, 2025
MB, LEVIS & ASSOCIATES, LLC History Closed out 0 0 — 0.0% — -193 -100.0% Q3 2025 Oct 15, 2025
LGT Financial Advisors LLC History Reduced 2 0 — 0.01% — -154 -98.72% Q4 2025 Feb 13, 2026
Key FInancial Inc History Closed out 0 0 — 0.0% — -64 -100.0% Q3 2025 Nov 05, 2025
Olistico Wealth, LLC History New 41 0 — — — +41 New Q4 2025 Jan 13, 2026
Financial Gravity Asset Management, Inc. History Closed out 0 0 — — — -14 -100.0% Q3 2025 Nov 14, 2025
IFC & Insurance Marketing, Inc. History New 11 0 — — — +11 New Q4 2025 Feb 12, 2026
Ankerstar Wealth, LLC History New 4 0 — — — +4 New Q4 2025 Feb 12, 2026
KERR FINANCIAL PLANNING Corp History New 4 0 — — — +4 New Q4 2025 Feb 10, 2026
Wagner Wealth Management, LLC History Added to 35 0 — — — +1 2.94% Q4 2025 Jan 30, 2026
SIGNATUREFD, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
Spire Wealth Management History No change 31 0 — — — 0 0.0% Q4 2025 Jan 14, 2026