SCHWAB STRATEGIC TRUST - SCHP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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
Empower Advisory Group, LLC History Added to 49,666,971 1,315,678 3.55% 3.41% 1 +4,063,320 8.91% Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Reduced 34,533,133 914,782 2.04% 2.26% 2 -1,155,114 -3.24% Q4 2025 Jan 30, 2026
Municipal Employees' Retirement System of Michigan History Reduced 15,248,383 403,930 4.57% 5.12% 3 -1,152,844 -7.03% Q4 2025 Feb 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 14,800,218 392,057 0.03% 0.0% 4 +12,120,731 452.35% Q4 2025 Feb 17, 2026
Quadratic Capital Management LLC History Added to 14,499,201 384,083 98.19% 98.14% 5 +2,732,156 23.22% Q4 2025 Jan 13, 2026
SEI INVESTMENTS CO History Added to 12,308,877 326,062 0.32% 0.34% 6 +484,527 4.1% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,361,963 247,998 0.24% 0.27% 7 -679,251 -6.76% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 9,291,730 246,137 0.36% 0.37% 8 +936,063 11.2% Q4 2025 Feb 11, 2026
EVOKE WEALTH, LLC History Added to 9,032,516 239,271 4.47% 4.23% 9 +1,281,394 16.53% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 8,561,562 226,795 0.07% 0.07% 10 +642,795 8.12% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Added to 7,633,537 202,212 3.96% 4.12% 11 +320,554 4.38% Q4 2025 Feb 02, 2026
NEPC LLC History Added to 7,572,111 200,585 4.27% 3.26% 12 +2,980,022 64.89% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Added to 7,072,390 187,347 8.5% 7.41% 13 +1,565,715 28.43% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 6,404,227 169,647 0.2% 0.52% 14 -9,861,452 -60.63% Q4 2025 Jan 30, 2026
ALESCO ADVISORS LLC History Added to 5,956,374 157,784 4.08% 4.14% 15 +283,480 5.0% Q4 2025 Jan 28, 2026
Jasper Ridge Partners, L.P. History Reduced 5,901,490 156,330 3.46% 4.33% 16 -1,240,416 -17.37% Q4 2025 Feb 12, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History Added to 5,778,695 153,077 4.56% 5.43% 17 +1,150,000 24.85% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 5,441,011 144,132 0.02% 0.02% 18 +104,577 1.96% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,026,549 133,153 0.04% 0.04% 19 +153,052 3.14% Q4 2025 Feb 10, 2026
Cerity Partners OCIO LLC History Reduced 4,428,562 117,312 6.49% 7.56% 20 -1,071,338 -19.48% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 3,596,264 95,265 0.01% 0.01% 21 +193,128 5.68% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 3,546,615 93,949 0.66% 0.09% 22 +3,168,924 839.03% Q4 2025 Feb 18, 2026
AMERIPRISE FINANCIAL INC History Added to 3,197,413 84,699 0.02% 0.02% 23 +216,058 7.25% Q4 2025 Feb 17, 2026
LINCOLN NATIONAL CORP History Reduced 3,181,767 84,285 2.46% 6.4% 24 -5,140,149 -61.77% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 2,700,437 71,534 0.0% 0.0% 25 +55,700 2.11% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,572,462 68,247 0.09% 0.09% 26 +437,759 20.51% Q4 2025 Jan 08, 2026
Creative Planning History Added to 2,517,061 66,676 0.05% 0.01% 27 +1,864,437 285.68% Q4 2025 Feb 17, 2026
Lutz Financial Services LLC History Added to 2,206,735 58,456 3.98% 3.88% 28 +216,519 10.88% Q4 2025 Feb 06, 2026
Prime Capital Investment Advisors, LLC History Added to 2,141,039 56,716 0.69% 0.7% 29 +84,757 4.12% Q4 2025 Jan 21, 2026
ASSETMARK, INC History Reduced 1,932,003 51,178 0.1% 0.12% 30 -113,993 -5.57% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Added to 1,919,482 50,847 0.01% 0.01% 31 +350,121 22.31% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,860,710 49,290 0.08% 0.1% 32 -338,112 -15.38% Q4 2025 Feb 18, 2026
LifeGuide Financial Advisors, LLC History Added to 1,837,308 48,651 16.14% 16.46% 33 +154,957 9.21% Q4 2025 Jan 05, 2026
Bank of New York Mellon Corp History Reduced 1,796,957 47,601 0.01% 0.01% 34 -599,706 -25.02% Q4 2025 Feb 10, 2026
Arax Advisory Partners History New 1,722,746 45,635 1.33% — 35 +1,722,746 New Q4 2025 Feb 13, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 1,717,278 45,490 3.04% 3.1% 36 +12,233 0.72% Q4 2025 Jan 08, 2026
Diversified Enterprises, LLC History Added to 1,655,942 43,865 2.61% 2.83% 37 +94,396 6.05% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Added to 1,582,458 41,919 0.65% 0.67% 38 +81,422 5.42% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History New 1,528,182 40,481 0.04% — 39 +1,528,182 New Q4 2025 Feb 17, 2026
BlueSky Wealth Advisors, LLC History Added to 1,499,610 39,724 5.24% 5.04% 40 +112,608 8.12% Q4 2025 Jan 26, 2026
JPMORGAN CHASE & CO History Reduced 1,497,654 39,672 0.0% 0.02% 41 -12,676,504 -89.43% Q4 2025 Feb 11, 2026
Matrix Trust Co History Reduced 1,479,684 39,197 6.47% 6.72% 42 -112,117 -7.04% Q4 2025 Jan 13, 2026
Integrated Wealth Concepts LLC History Reduced 1,441,764 38,192 0.45% 0.38% 43 -148,115 -9.32% Q4 2025 Feb 13, 2026
Financial Architects, LLC History Added to 1,434,570 38,001 20.44% 20.36% 44 +105,349 7.93% Q4 2025 Jan 21, 2026
Wealthcare Advisory Partners LLC History Added to 1,422,321 37,677 0.74% 0.72% 45 +132,391 10.26% Q4 2025 Jan 14, 2026
LPL Financial LLC History Added to 1,422,292 37,676 0.01% 0.01% 46 +112,479 8.59% Q4 2025 Feb 11, 2026
Pure Financial Advisors, LLC History Added to 1,420,298 37,623 6.84% 0.59% 47 +53,925 3.95% Q4 2025 Mar 04, 2026
Temasek Holdings (Private) Ltd History No change 1,410,000 37,350 0.12% 0.13% 48 0 0.0% Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History Added to 1,362,638 36,145 3.23% 3.54% 49 +81,642 6.37% Q4 2025 Jan 30, 2026
GOLDMAN SACHS GROUP INC History Added to 1,278,914 33,878 0.0% 0.0% 50 +154,808 13.77% Q4 2025 Mar 25, 2026
SUMITOMO LIFE INSURANCE CO History Added to 1,250,000 33,112 0.91% 0.72% 51 +387,300 44.89% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 1,148,207 30,416 0.03% 0.03% 52 +32,759 2.94% Q4 2025 Feb 17, 2026
Prentice Wealth Management LLC History Added to 1,115,313 29,544 6.75% 6.56% 53 +128,384 13.01% Q4 2025 Jan 30, 2026
FMR LLC History Added to 1,066,501 28,251 0.0% 0.0% 54 +868,809 439.48% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 1,041,339 27,585 0.75% 0.77% 55 +19,048 1.86% Q4 2025 Feb 06, 2026
ALTFEST L J & CO INC History Added to 1,037,771 27,490 3.01% 3.04% 56 +28,192 2.79% Q4 2025 Jan 23, 2026
Joseph Group Capital Management History Added to 997,851 26,433 6.94% 7.12% 57 +60,759 6.48% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Added to 991,064 26,253 0.03% 0.03% 58 +165,360 20.03% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Added to 914,332 24,220 0.75% 0.73% 59 +73,692 8.77% Q4 2025 Jan 06, 2026
CITIGROUP INC History Added to 907,498 24,039 0.01% 0.01% 60 +3,287 0.36% Q4 2025 Feb 13, 2026
FOSTER & MOTLEY INC History Added to 903,600 23,936 1.28% 1.24% 61 +53,032 6.23% Q4 2025 Jan 15, 2026
Tortoise Investment Management, LLC History Added to 895,124 23,711 2.08% 2.04% 62 +46,048 5.42% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 885,259 23,450 0.01% 0.01% 63 +34,147 4.01% Q4 2025 Feb 18, 2026
Seneca Financial Advisors LLC History New 822,982 21,800 6.63% — 64 +822,982 New Q4 2025 Jan 26, 2026
Modera Wealth Management, LLC History Reduced 750,864 19,890 0.23% 0.24% 65 -10,547 -1.39% Q4 2025 Jan 21, 2026
Fund Evaluation Group, LLC History Reduced 748,000 19,814 0.66% 0.76% 66 -27,010 -3.49% Q4 2025 Feb 11, 2026
Navalign, LLC History Added to 660,030 17,484 4.29% 4.6% 67 +12,406 1.92% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 637,886 16,897 1.14% 1.18% 68 +16,628 2.68% Q4 2025 Jan 08, 2026
Carnegie Investment Counsel History Added to 632,275 16,555 0.31% 0.31% 69 +17,806 2.9% Q4 2025 Jan 23, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History New 618,967 16,396 14.31% — 70 +618,967 New Q4 2025 Feb 12, 2026
SAGE FINANCIAL GROUP INC History Added to 618,792 16,391 1.08% 1.13% 71 +1,342 0.22% Q4 2025 Jan 27, 2026
Greenline Partners, LLC History Reduced 587,378 15,559 1.78% 2.05% 72 -39,383 -6.28% Q4 2025 Feb 17, 2026
Allen Capital Group, LLC History Added to 582,869 15,440 1.41% 1.41% 73 +26,593 4.78% Q4 2025 Feb 09, 2026
Financial Engines Advisors L.L.C. History Added to 581,103 15,393 0.03% 0.03% 74 +8,343 1.46% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 572,360 15,161 0.04% 0.04% 75 -138,370 -19.47% Q4 2025 Feb 13, 2026
Asset Management Group, Inc. History Reduced 570,490 15,112 2.44% 2.55% 76 -7,384 -1.28% Q4 2025 Feb 17, 2026
West Family Investments, Inc. History Added to 540,734 15,052 3.53% 463.34% 77 +54,666 11.25% Q4 2025 Feb 11, 2026
PROFFITT & GOODSON INC History Added to 557,485 14,767 2.06% 2.07% 78 +21,571 4.03% Q4 2025 Jan 27, 2026
Grove Street Fiduciary, LLC History Reduced 533,999 14,145 5.91% 6.81% 79 -901 -0.17% Q4 2025 Feb 03, 2026
FDx Advisors, Inc. History Added to 519,684 13,766 7.02% 4.08% 80 +14,276 2.82% Q4 2025 Feb 10, 2026
Altiora Financial Group, LLC History Added to 507,169 13,434 2.32% 2.44% 81 +12,095 2.44% Q4 2025 Feb 12, 2026
Marotta Asset Management History Added to 506,536 13,418 2.48% 2.45% 82 +23,599 4.89% Q4 2025 Jan 07, 2026
Savant Capital, LLC History Reduced 501,778 13,292 0.08% 0.09% 83 -24,859 -4.72% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 496,317 13,147 0.01% 0.01% 84 +36,708 7.99% Q4 2025 Feb 02, 2026
Prairiewood Capital, LLC History Added to 495,047 13,113 4.07% 4.05% 85 +41,674 9.19% Q4 2025 Jan 26, 2026
Carolina Wealth Advisors, LLC History Reduced 479,844 12,711 5.67% 5.66% 86 -6,295 -1.29% Q4 2025 Jan 21, 2026
ALM First Financial Advisors, LLC History No change 475,034 12,583 2.49% 2.58% 87 0 0.0% Q4 2025 Jan 15, 2026
Hirtle Callaghan & Co LLC History Added to 466,428 12,355 0.42% 0.42% 88 +26,887 6.12% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Reduced 466,159 12,348 0.1% 0.13% 89 -439,633 -48.54% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 433,840 11,493 0.02% 0.02% 90 -81,858 -15.87% Q4 2025 Feb 17, 2026
EQ WEALTH ADVISORS, LLC History Reduced 425,280 11,265 6.65% 7.97% 91 -24,645 -5.48% Q4 2025 Feb 02, 2026
ZynergyRetirementPlanningLLC History Reduced 424,093 11,234 6.91% 7.3% 92 -5,318 -1.24% Q4 2025 Jan 09, 2026
MPS Loria Financial Planners, LLC History Added to 420,379 11,135 2.86% 2.89% 93 +16,253 4.02% Q4 2025 Feb 03, 2026
Rock Creek Group, LP History Added to 406,932 10,779 1.21% 1.06% 94 +34,522 9.27% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 403,937 10,700 0.13% 0.14% 95 +11,201 2.85% Q4 2025 Jan 29, 2026
Silver Coast Investments LLC History Added to 395,632 10,480 3.61% 3.5% 96 +17,622 4.66% Q4 2025 Jan 27, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 395,603 10,479 1.04% 1.04% 97 +14,195 3.72% Q4 2025 Jan 20, 2026
Roble, Belko & Company, Inc History Added to 394,537 10,451 1.37% 1.41% 98 +8,942 2.32% Q4 2025 Jan 12, 2026
Westover Capital Advisors, LLC History Reduced 391,483 10,370 1.89% 1.98% 99 -5,040 -1.27% Q4 2025 Feb 09, 2026
Golden Bell Financial Planning LLC History Added to 379,164 10,044 8.36% 8.53% 100 +15,123 4.15% Q4 2025 Feb 03, 2026
Frontier Asset Management, LLC History Added to 377,324 9,995 2.32% 2.53% 101 +1,075 0.29% Q4 2025 Feb 04, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 373,784 9,901 3.03% 3.41% 102 +31 0.01% Q4 2025 Feb 06, 2026
Trajan Wealth LLC History Added to 367,081 9,723 0.41% 0.37% 103 +52,150 16.56% Q4 2025 Feb 06, 2026
Brightwater Advisory LLC History Added to 366,094 9,697 6.55% 6.56% 104 +11,809 3.33% Q4 2025 Feb 12, 2026
McAdam, LLC History Added to 356,388 9,440 0.43% 0.43% 105 +33,458 10.36% Q4 2025 Feb 13, 2026
VCI Wealth Management LLC History Added to 352,023 9,325 2.59% 2.63% 106 +30,063 9.34% Q4 2025 Jan 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 351,462 9,322 0.02% 0.01% 107 +187,588 114.47% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 347,037 9,193 0.02% 0.02% 108 +55,538 19.05% Q4 2025 Feb 13, 2026
Amicus Financial Advisors, LLC History New 342,456 9,071 2.53% — 109 +342,456 New Q4 2025 Mar 02, 2026
Two West Capital Advisors LLC History Added to 339,428 8,991 5.23% 5.3% 110 +15,284 4.72% Q4 2025 Jan 13, 2026
Peak Financial Management, Inc. History Added to 331,824 8,790 2.27% 2.29% 111 +10,638 3.31% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History Reduced 324,537 8,596 0.3% 0.32% 112 -3,954 -1.2% Q4 2025 Jan 12, 2026
FC Advisory LLC History Added to 323,255 8,563 2.46% 2.46% 113 +11,087 3.55% Q4 2025 Jan 13, 2026
BFSG, LLC History Added to 320,357 8,486 0.82% 0.83% 114 +802 0.25% Q4 2025 Jan 22, 2026
Procyon Advisors, LLC History Reduced 317,307 8,405 0.42% 0.51% 115 -5,396 -1.67% Q4 2025 Jan 07, 2026
Summit Financial, LLC History Added to 313,878 8,314 0.12% 0.12% 116 +11,808 3.91% Q4 2025 Feb 13, 2026
MBE Wealth Management, LLC History Added to 309,661 8,202 3.43% 3.44% 117 +14,609 4.95% Q4 2025 Jan 21, 2026
TRUIST FINANCIAL CORP History Added to 305,293 8,087 0.01% 0.01% 118 +8,169 2.75% Q4 2025 Feb 02, 2026
Signet Investment Advisory Group, Inc. History Reduced 301,901 7,997 3.72% 4.47% 119 -43,412 -12.57% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Reduced 299,799 7,941 0.66% 0.74% 120 -32,690 -9.83% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 294,184 7,792 0.16% 0.17% 121 +18,206 6.6% Q4 2025 Feb 09, 2026
Signal Advisors Wealth, LLC History Added to 290,611 7,698 0.61% 0.63% 122 +31,355 12.09% Q4 2025 Jan 13, 2026
Aptus Capital Advisors, LLC History Added to 285,855 7,572 0.05% 0.05% 123 +44,677 18.52% Q4 2025 Feb 13, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 280,822 7,438 3.34% 3.37% 124 +19,754 7.57% Q4 2025 Jan 28, 2026
Kastel Capital Advisors, LLC History New 276,404 7,321 4.49% — 125 +276,404 New Q4 2025 Feb 18, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 270,700 7,170 0.1% 0.1% 126 +349 0.13% Q4 2025 Jan 30, 2026
FLOW TRADERS U.S. LLC History Added to 266,921 7,071 0.23% 0.11% 127 +168,211 170.41% Q4 2025 Feb 13, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 266,933 7,071 2.62% 2.36% 128 +35,093 15.14% Q4 2025 Feb 17, 2026
OneAscent Financial Services LLC History Added to 254,591 6,744 0.62% 0.37% 129 +143,556 129.29% Q4 2025 Feb 11, 2026
Dorato Capital Management History New 251,870 6,699 5.03% — 130 +251,870 New Q4 2025 Jan 16, 2026
Wealthcare Capital Partners, LLC History Added to 252,178 6,680 3.13% 3.08% 131 +3,712 1.49% Q4 2025 Jan 14, 2026
Charles Schwab Trust Co History Added to 251,934 6,673 0.44% 0.45% 132 +7,697 3.15% Q4 2025 Jan 09, 2026
Focus Partners Wealth History Added to 249,529 6,621 0.01% 0.0% 133 +166,233 199.57% Q4 2025 Feb 13, 2026
Bulwark Capital Corp History Added to 249,151 6,600 4.69% 4.33% 134 +42,799 20.74% Q4 2025 Jan 12, 2026
ARVEST INVESTMENTS, INC. History Reduced 242,293 6,418 0.9% 0.94% 135 -327 -0.13% Q4 2025 Jan 20, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 241,406 6,394 1.37% 1.2% 136 +38,564 19.01% Q4 2025 Feb 10, 2026
VAN STRUM & TOWNE INC. History Added to 232,347 6,154 1.72% 0.92% 137 +116,004 99.71% Q4 2025 Feb 03, 2026
Cambridge Investment Research Advisors, Inc. History Added to 229,719 6,085 0.02% 0.02% 138 +18,824 8.93% Q4 2025 Feb 05, 2026
THEORY FINANCIAL LLC History Reduced 227,768 6,060 2.04% 2.85% 139 -71,205 -23.82% Q4 2025 Feb 10, 2026
EVOLVE PRIVATE WEALTH, LLC History New 228,456 6,051 0.36% — 140 +228,456 New Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 226,331 5,995 0.03% 0.03% 141 +1,949 0.87% Q4 2025 Feb 12, 2026
Alpha Omega Wealth Management LLC History Reduced 226,010 5,987 0.99% 1.03% 142 -2,795 -1.22% Q4 2025 Jan 22, 2026
CAPITAL INSIGHT PARTNERS, LLC History New 225,583 5,975 1.26% — 143 +225,583 New Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 223,779 5,927 0.12% 0.2% 144 +27,744 14.15% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Added to 223,043 5,908 0.07% 0.08% 145 +969 0.44% Q4 2025 Jan 26, 2026
Greenspring Advisors, LLC History Added to 221,688 5,872 0.36% 0.3% 146 +159,742 257.87% Q4 2025 Feb 10, 2026
Retirement Management Systems Inc. History New 220,391 5,838 1.49% — 147 +220,391 New Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 216,487 5,734 0.03% 0.02% 148 +32,764 17.83% Q4 2025 Feb 17, 2026
Williams Financial, LLC History New 215,919 5,719 3.31% — 149 +215,919 New Q4 2025 Feb 02, 2026
Fortis Advisors, LLC History Reduced 214,677 5,686 3.08% 3.26% 150 -606 -0.28% Q4 2025 Feb 10, 2026
Seed Wealth Management, Inc. History Reduced 214,565 5,683 3.92% 4.06% 151 -3,810 -1.74% Q4 2025 Jan 21, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 213,893 5,666 0.09% 0.1% 152 -10,073 -4.5% Q4 2025 Jan 22, 2026
Hoxton Planning & Management, LLC History Added to 213,740 5,661 1.69% 1.76% 153 +10,637 5.24% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Added to 208,903 5,533 0.61% 0.61% 154 +8,817 4.41% Q4 2025 Jan 15, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 203,758 5,397 0.0% 0.0% 155 +75,317 58.64% Q4 2025 Feb 11, 2026
Grey Fox Wealth Advisors, LLC History Added to 202,024 5,351 1.1% 1.05% 156 +10,884 5.69% Q4 2025 Feb 12, 2026
REBALANCE, LLC History Reduced 200,692 5,316 0.31% 0.33% 157 -523 -0.26% Q4 2025 Jan 15, 2026
Atria Investments, Inc History Added to 198,850 5,267 0.06% 0.05% 158 +34,758 21.18% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Added to 198,479 5,257 0.02% 0.02% 159 +6,408 3.34% Q4 2025 Feb 02, 2026
Curbstone Financial Management Corp History Added to 197,270 5,225 1.0% 0.98% 160 +7,600 4.01% Q4 2025 Jan 23, 2026
LifePlan Investment Advisors, Inc. History Added to 196,958 5,217 2.12% 2.15% 161 +6,560 3.45% Q4 2025 Feb 09, 2026
IRON Financial LLC History Reduced 195,942 5,190 2.39% 2.75% 162 -17,382 -8.15% Q4 2025 Jan 22, 2026
M Wealth Management, LLC History Added to 195,595 5,181 4.51% 4.53% 163 +3,989 2.08% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 195,178 5,170 0.04% 0.05% 164 +3,881 2.03% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 190,389 5,043 0.05% 0.01% 165 +163,447 606.66% Q4 2025 Jan 23, 2026
Verde Capital Management History Added to 189,018 5,007 1.07% 1.07% 166 +10,393 5.82% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 187,773 4,974 0.0% 0.0% 167 +19,264 11.43% Q4 2025 Feb 06, 2026
ANDERSON HOAGLAND & CO History Added to 184,558 4,888 0.42% 0.4% 168 +20,558 12.54% Q4 2025 Jan 05, 2026
ROYAL BANK OF CANADA History New 182,403 4,832 0.0% — 169 +182,403 New Q4 2025 Feb 17, 2026
AMG National Trust Bank History Added to 182,209 4,826 0.11% 0.1% 170 +23,737 14.98% Q4 2025 Jan 30, 2026
Sagace Wealth Management LLC History Added to 182,115 4,824 3.27% 3.3% 171 +1,724 0.96% Q4 2025 Feb 02, 2026
Cambria Investment Management, L.P. History Added to 174,816 4,630 0.27% 0.28% 172 +3,126 1.82% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 169,392 4,487 0.14% 0.15% 173 -3,215 -1.86% Q4 2025 Jan 30, 2026
Aviance Capital Partners, LLC History Added to 167,843 4,446 0.51% 0.52% 174 +4,339 2.65% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 166,935 4,422 0.0% 0.0% 175 +8,091 5.09% Q4 2025 Feb 10, 2026
Cloud Capital Management, LLC History Added to 165,602 4,386 2.07% 2.08% 176 +19,278 13.17% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 163,185 4,322 0.0% 0.0% 177 -20,618 -11.22% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 163,115 4,320 0.0% 0.0% 178 +8,203 5.3% Q4 2025 Feb 17, 2026
Summit Wealth Group, LLC History Added to 160,897 4,262 1.0% 1.03% 179 +2,619 1.65% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Reduced 158,489 4,198 0.05% 0.05% 180 -12,196 -7.15% Q4 2025 Jan 20, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 158,130 4,188 0.26% 0.28% 181 -1,870 -1.17% Q4 2025 Feb 17, 2026
SEEDS INVESTOR LLC History Added to 157,421 4,170 0.8% 0.8% 182 +17,374 12.41% Q4 2025 Jan 27, 2026
Upper Left Wealth Management, LLC History Added to 157,323 4,167 2.54% 2.46% 183 +12,008 8.26% Q4 2025 Jan 22, 2026
FIFTH THIRD SECURITIES, INC. History Added to 153,939 4,077 0.27% 0.27% 184 +8,108 5.56% Q4 2025 Jan 23, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 153,399 4,063 1.73% 1.88% 185 -8,766 -5.41% Q4 2025 Jan 22, 2026
Sanctuary Advisors, LLC History Added to 149,801 3,968 0.02% 0.01% 186 +54,436 57.08% Q4 2025 Jan 29, 2026
FIDUCIENT ADVISORS LLC History Added to 143,557 3,802 0.47% 0.24% 187 +66,790 87.0% Q4 2025 Feb 10, 2026
JTC Employer Solutions Trustee Ltd History No change 141,964 3,761 0.26% 0.33% 188 0 0.0% Q4 2025 Feb 10, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 140,925 3,733 1.76% 1.7% 189 +9,832 7.5% Q4 2025 Feb 13, 2026
WealthCollab, LLC History Added to 139,358 3,691 1.51% 1.53% 190 +15,794 12.78% Q4 2025 Jan 27, 2026
Perfromance Wealth Partners, LLC History Reduced 138,551 3,670 0.1% 0.11% 191 -3,450 -2.43% Q4 2025 Jan 21, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 134,740 3,569 1.62% 1.67% 192 +4,806 3.7% Q4 2025 Jan 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 133,966 3,548 1.11% 1.0% 193 +23,594 21.38% Q4 2025 Jan 07, 2026
Northeast Financial Group, Inc. History New 132,756 3,516 0.8% — 194 +132,756 New Q4 2025 Feb 17, 2026
VanderPol Investments L.L.C. History Reduced 130,013 3,444 5.99% 6.3% 195 -4,273 -3.18% Q4 2025 Feb 04, 2026
Skyline Advisors, Inc. History Added to 128,889 3,414 1.14% 1.16% 196 +4,059 3.25% Q4 2025 Jan 12, 2026
GenTrust, LLC History Added to 123,850 3,280 0.14% 0.15% 197 +890 0.72% Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History Added to 123,761 3,278 0.11% 0.03% 198 +103,434 508.85% Q4 2025 Jan 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 123,189 3,263 0.33% 0.33% 199 +5,219 4.42% Q4 2025 Jan 27, 2026
Red Tortoise LLC History Added to 123,041 3,259 1.38% 1.42% 200 +1,885 1.56% Q4 2025 Jan 22, 2026
Advyzon Investment Management, LLC History Added to 122,759 3,251 0.38% 0.55% 201 +4,361 3.68% Q4 2025 Feb 13, 2026
Decker Retirement Planning Inc. History Added to 122,489 3,244 1.61% 1.62% 202 +12,851 11.72% Q4 2025 Jan 26, 2026
ALPS ADVISORS INC History Added to 121,180 3,210 0.02% 0.02% 203 +5,290 4.56% Q4 2025 Feb 12, 2026
FSA Investment Group, LLC History Added to 120,786 3,199 1.95% 1.95% 204 +4,316 3.71% Q4 2025 Jan 13, 2026
Revisor Wealth Management LLC History Added to 120,476 3,194 0.86% 1.04% 205 +8,026 7.14% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 118,963 3,151 0.02% 0.01% 206 +63,549 114.68% Q4 2025 Feb 13, 2026
ATLas Financial Planning LLC History New 116,239 3,079 3.02% — 207 +116,239 New Q4 2025 Feb 17, 2026
Summit Financial Strategies, Inc. History Added to 115,058 3,047 0.25% 0.25% 208 +5,261 4.79% Q4 2025 Jan 27, 2026
Perigon Wealth Management, LLC History Added to 114,618 3,036 0.05% 0.06% 209 +8,248 7.75% Q4 2025 Jan 16, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 111,978 2,966 0.19% 0.19% 210 +2,545 2.33% Q4 2025 Jan 26, 2026
K2 Financial Inc. History Added to 111,492 2,957 2.29% 2.37% 211 +2,292 2.1% Q4 2025 Jan 22, 2026
Resonant Capital Advisors, LLC History Reduced 109,761 2,907 0.16% 0.24% 212 -40,637 -27.02% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 109,134 2,890 0.0% 0.0% 213 +25,230 30.07% Q4 2025 Feb 13, 2026
BCGM Wealth Management, LLC History Added to 108,460 2,873 0.73% 0.75% 214 +1,916 1.8% Q4 2025 Jan 07, 2026
Lord & Richards Wealth Management, LLC History Added to 108,022 2,861 2.46% 2.53% 215 +5,366 5.23% Q4 2025 Jan 15, 2026
Wealthspire Retirement, LLC History Added to 107,248 2,840 0.17% 0.16% 216 +17,043 18.89% Q4 2025 Feb 18, 2026
RHS Financial, LLC History Reduced 106,912 2,832 1.38% 1.75% 217 -18,447 -14.72% Q4 2025 Jan 16, 2026
Washington Trust Advisors, Inc. History Added to 106,586 2,823 0.22% 0.21% 218 +4,640 4.55% Q4 2025 Feb 03, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 106,193 2,818 0.19% 0.21% 219 +2,386 2.3% Q4 2025 Jan 15, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 51,949 2,786 0.26% 0.26% 220 0 0.0% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 103,634 2,745 0.02% 0.01% 221 +54,152 109.44% Q4 2025 Jan 14, 2026
Maltin Wealth Management, Inc. History Added to 103,430 2,739 1.09% 1.01% 222 +12,737 14.04% Q4 2025 Jan 15, 2026
COMERICA BANK History Reduced 103,052 2,729 0.01% 0.01% 223 -3,487 -3.27% Q4 2025 Jan 29, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Added to 101,895 2,699 0.32% 0.06% 224 +83,612 457.32% Q4 2025 Jan 20, 2026
Vestmark Advisory Solutions, Inc. History Reduced 101,101 2,678 0.04% 0.07% 225 -28,794 -22.17% Q4 2025 Feb 06, 2026
WASHINGTON TRUST Co History Added to 98,956 2,621 0.09% 0.09% 226 +2,642 2.74% Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Added to 98,224 2,601 0.12% 0.13% 227 +2,521 2.63% Q4 2025 Feb 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 97,211 2,575 0.22% 0.19% 228 +13,247 15.78% Q4 2025 Jan 15, 2026
Csenge Advisory Group History Added to 97,012 2,569 0.12% 0.11% 229 +9,364 10.68% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 96,050 2,544 0.02% 0.02% 230 +8,003 9.09% Q4 2025 Jan 26, 2026
Freedom Financial Partners LLC History Added to 95,062 2,518 0.92% 0.9% 231 +6,926 7.86% Q4 2025 Jan 06, 2026
Patten Group, Inc. History Added to 94,246 2,496 0.46% 0.45% 232 +7,859 9.1% Q4 2025 Jan 23, 2026
White Lighthouse Investment Management Inc. History Added to 93,470 2,476 0.35% 0.36% 233 +6,120 7.01% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Added to 94,634 2,437 0.06% 0.04% 234 +10,101 11.95% Q4 2025 Feb 11, 2026
JMG Financial Group, Ltd. History Reduced 91,684 2,428 0.07% 0.09% 235 -23,362 -20.31% Q4 2025 Feb 10, 2026
Smith Partners Wealth Management, LLC History New 91,520 2,424 2.23% — 236 +91,520 New Q4 2025 Feb 13, 2026
Curran Financial Partners, LLC History Added to 90,725 2,403 0.46% 0.45% 237 +5,934 7.0% Q4 2025 Jan 22, 2026
Eagle Bay Advisors LLC History Reduced 89,919 2,381 1.74% 1.96% 238 -2,830 -3.05% Q4 2025 Jan 23, 2026
McLean Asset Management Corp History Reduced 89,400 2,378 0.43% 0.49% 239 -6 -0.01% Q4 2025 Jan 16, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 89,482 2,370 1.58% 1.61% 240 +1,518 1.73% Q4 2025 Feb 05, 2026
U.S. Capital Wealth Advisors, LLC History Added to 89,427 2,368 0.06% 0.03% 241 +43,559 94.97% Q4 2025 Jan 23, 2026
Kestra Advisory Services, LLC History Reduced 88,179 2,335 0.01% 0.01% 242 -1,891 -2.1% Q4 2025 Feb 13, 2026
Virtue Capital Management, LLC History Added to 86,732 2,296 0.35% 0.04% 243 +84,181 3299.92% Q4 2025 Feb 18, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 85,622 2,268 0.0% 0.0% 244 -1,804 -2.06% Q4 2025 Feb 17, 2026
Veridan Wealth LLC History Added to 85,291 2,259 0.76% 0.77% 245 +1,978 2.37% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Added to 83,526 2,212 0.16% 0.17% 246 +1,765 2.16% Q4 2025 Feb 18, 2026
ABBINGTON INVESTMENT GROUP History Added to 83,085 2,200 1.5% 1.65% 247 +11,572 16.18% Q4 2025 Jan 26, 2026
Arcataur Capital Management LLC History Reduced 82,592 2,187 0.63% 0.68% 248 -3,218 -3.75% Q4 2025 Jan 27, 2026
First Heartland Consultants, Inc. History Added to 82,390 2,182 0.17% 0.1% 249 +35,336 75.1% Q4 2025 Jan 09, 2026
Baker Ellis Asset Management LLC History New 80,680 2,137 0.26% — 250 +80,680 New Q4 2025 Jan 21, 2026
Physician Wealth Solutions Inc. History No change 78,041 2,067 0.88% 0.92% 251 0 0.0% Q4 2025 Jan 12, 2026
PFC CAPITAL GROUP, INC. History Added to 76,858 2,035 0.84% 0.75% 252 +10,372 15.6% Q4 2025 Feb 11, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 75,494 2,002 0.92% 0.9% 253 +9,261 13.98% Q4 2025 Feb 17, 2026
Veracity Capital LLC History Added to 75,480 1,999 0.59% 0.56% 254 +10,527 16.21% Q4 2025 Jan 29, 2026
Ethos Financial Group, LLC History Added to 74,756 1,980 0.15% 0.12% 255 +16,777 28.94% Q4 2025 Jan 20, 2026
Integrated Advisors Network LLC History Added to 74,632 1,976 0.09% 0.08% 256 +4,547 6.49% Q4 2025 Feb 17, 2026
Valpey Financial Services, LLC History Added to 74,403 1,970 1.26% 1.23% 257 +4,576 6.55% Q4 2025 Mar 04, 2026
NewEdge Advisors, LLC History Added to 73,209 1,939 0.01% 0.01% 258 +187 0.26% Q4 2025 Feb 18, 2026
Financial Freedom, LLC History Added to 72,868 1,930 0.96% 0.93% 259 +3,471 5.0% Q4 2025 Feb 17, 2026
Breakwater Investment Management History Reduced 72,615 1,923 0.7% 0.73% 260 -541 -0.74% Q4 2025 Feb 02, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 72,014 1,907 0.27% 0.28% 261 +1,292 1.83% Q4 2025 Jan 28, 2026
Veratis Advisors, Inc. History New 70,452 1,889 1.49% — 262 +70,452 New Q4 2025 Feb 18, 2026
Comprehensive Money Management Services LLC History Added to 71,007 1,880 1.3% 1.34% 263 +740 1.05% Q4 2025 Jan 22, 2026
Galvin, Gaustad & Stein, LLC History Reduced 70,756 1,874 0.15% 0.16% 264 -462 -0.65% Q4 2025 Jan 23, 2026
American Trust Investment Advisors, LLC History No change 70,070 1,856 0.99% 0.97% 265 0 0.0% Q4 2025 Feb 17, 2026
Passive Capital Management, LLC. History Added to 68,868 1,824 0.57% 0.6% 266 +590 0.86% Q4 2025 Feb 05, 2026
Pictet Asset Management Holding SA History Added to 67,940 1,799 0.0% 0.0% 267 +4,000 6.26% Q4 2025 Jan 29, 2026
Soltis Investment Advisors LLC History Added to 67,562 1,789 0.12% 0.11% 268 +8,463 14.32% Q4 2025 Apr 02, 2026
Dynamic Advisor Solutions LLC History Added to 67,369 1,784 0.06% 0.05% 269 +836 1.26% Q4 2025 Jan 09, 2026
Braun-Bostich & Associates Inc. History Added to 67,265 1,781 1.1% 1.1% 270 +2,433 3.75% Q4 2025 Jan 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 66,959 1,773 0.0% 0.0% 271 -3,645 -5.16% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History Reduced 66,899 1,772 0.06% 0.06% 272 -1,798 -2.62% Q4 2025 Feb 17, 2026
United Advisor Group, LLC History Added to 66,549 1,762 0.22% 0.22% 273 +5,752 9.46% Q4 2025 Jan 26, 2026
Mutual Advisors, LLC History Reduced 66,429 1,759 0.04% 0.04% 274 -1,884 -2.76% Q4 2025 Feb 02, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 66,315 1,756 1.0% 1.0% 275 +3,470 5.52% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History Reduced 66,163 1,752 0.05% 0.3% 276 -309,543 -82.39% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 64,977 1,721 0.02% 0.03% 277 +880 1.37% Q4 2025 Feb 09, 2026
CORRADO ADVISORS, LLC History Added to 64,302 1,703 0.85% 0.9% 278 +1,945 3.12% Q4 2025 Feb 10, 2026
Archvest Wealth Advisors, Inc. History Added to 63,432 1,680 1.07% 1.37% 279 +6,171 10.78% Q4 2025 Feb 13, 2026
Litman Gregory Wealth Management LLC History Reduced 61,635 1,632 0.12% 0.16% 280 -15,955 -20.56% Q4 2025 Feb 12, 2026
Hyposwiss Advisors SA History New 61,386 1,626 1.59% — 281 +61,386 New Q4 2025 Feb 17, 2026
SigFig Wealth Management, LLC History Added to 61,179 1,621 0.05% 0.05% 282 +5,283 9.45% Q4 2025 Jan 16, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Added to 61,164 1,620 0.28% 0.28% 283 +1,946 3.29% Q4 2025 Feb 09, 2026
Blue Fin Capital, Inc. History Reduced 60,922 1,613 0.25% 0.26% 284 -341 -0.56% Q4 2025 Jan 23, 2026
Fischer Financial Services, Inc. History Added to 60,785 1,610 0.43% 0.41% 285 +3,775 6.62% Q4 2025 Feb 06, 2026
Belpointe Asset Management LLC History Added to 60,114 1,592 0.06% 0.06% 286 +3,174 5.57% Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 60,093 1,591 0.0% 0.0% 287 +638 1.07% Q4 2025 Feb 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 59,494 1,575 0.1% 0.11% 288 -4,064 -6.39% Q4 2025 Jan 21, 2026
COMMONS CAPITAL, LLC History Added to 59,210 1,568 1.05% 0.87% 289 +9,797 19.83% Q4 2025 Jan 05, 2026
Austin Wealth Management, LLC History Added to 58,807 1,560 0.23% 0.2% 290 +12,672 27.47% Q4 2025 Jan 26, 2026
Accelerate Investment Advisors LLC History Reduced 57,353 1,519 1.02% 1.33% 291 -15,204 -20.95% Q4 2025 Jan 12, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History No change 57,130 1,513 1.02% 1.0% 292 0 0.0% Q4 2025 Jan 26, 2026
CHOREO, LLC History Reduced 56,635 1,503 0.02% 0.02% 293 -1,245 -2.15% Q4 2025 Jan 23, 2026
SeaCrest Wealth Management, LLC History Added to 55,325 1,470 0.15% 0.16% 294 +263 0.48% Q4 2025 Jan 12, 2026
Ameritas Advisory Services, LLC History Added to 54,899 1,454 0.05% 0.01% 295 +49,452 907.88% Q4 2025 Feb 04, 2026
Sherman Asset Management, Inc. History Added to 54,669 1,448 1.23% 1.16% 296 +4,689 9.38% Q4 2025 Feb 05, 2026
Cushing Capital Partners, LLC History Reduced 54,345 1,439 1.07% 1.17% 297 -1,018 -1.84% Q4 2025 Jan 14, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 53,420 1,415 0.02% 0.01% 298 +11,600 27.74% Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Reduced 52,527 1,391 0.01% 0.01% 299 -591 -1.11% Q4 2025 Feb 13, 2026
Horizons Wealth Management History Added to 51,471 1,363 0.89% 0.76% 300 +9,940 23.93% Q4 2025 Jan 05, 2026
Pacific Capital Wealth Advisors, Inc. History No change 51,343 1,360 0.23% 0.24% 301 0 0.0% Q4 2025 Jan 26, 2026
WBI INVESTMENTS, LLC History Reduced 50,874 1,347 0.35% 0.38% 302 -3,875 -7.08% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 50,760 1,344 0.01% 0.01% 303 +1,595 3.24% Q4 2025 Jan 26, 2026
Strategic Financial Planning, Inc. History Added to 50,746 1,344 0.76% 0.77% 304 +1,259 2.54% Q4 2025 Feb 17, 2026
High Note Wealth, LLC History Reduced 49,981 1,323 0.26% 0.27% 305 -240 -0.48% Q4 2025 Feb 05, 2026
Fortis Capital Advisors, LLC History Added to 49,053 1,299 0.19% 0.2% 306 +3,358 7.35% Q4 2025 Jan 27, 2026
TrueWealth Advisors, LLC History Reduced 48,370 1,281 0.33% 0.38% 307 -3,511 -6.77% Q4 2025 Jan 07, 2026
L.K. Benson & Company, P.C. History Reduced 48,291 1,279 0.64% 0.77% 308 -4,502 -8.53% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 48,008 1,271 0.0% 0.0% 309 -794 -1.63% Q4 2025 Feb 17, 2026
CLUNE & ASSOCIATES, LTD. History Added to 46,799 1,239 0.27% 0.29% 310 +3,815 8.88% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 46,597 1,234 0.05% 0.05% 311 -3,280 -6.58% Q4 2025 Feb 06, 2026
SWS Partners History Added to 46,389 1,228 0.3% 0.29% 312 +1,732 3.88% Q4 2025 Jan 16, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 46,215 1,224 0.02% 0.04% 313 -29,465 -38.93% Q4 2025 Feb 06, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 45,681 1,210 0.35% 0.35% 314 +1,948 4.45% Q4 2025 Jan 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 45,526 1,205 0.08% 0.08% 315 +1,362 3.08% Q4 2025 Feb 06, 2026
Betterment LLC History Added to 45,228 1,198 0.0% 0.0% 316 +3,226 7.68% Q4 2025 Feb 12, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 44,809 1,187 0.13% 0.14% 317 -1,635 -3.52% Q4 2025 Feb 18, 2026
Edgestream Partners, L.P. History Added to 43,575 1,154 0.03% 0.03% 318 +2,485 6.05% Q4 2025 Feb 13, 2026
NWAM LLC History Added to 43,132 1,147 0.06% 0.06% 319 +3,750 9.52% Q4 2025 Feb 04, 2026
LongView Wealth Management History Reduced 43,164 1,146 0.28% 0.32% 320 -814 -1.85% Q4 2025 Jan 13, 2026
Maridea Wealth Management LLC History Reduced 42,508 1,126 0.17% 0.18% 321 -46 -0.11% Q4 2025 Jan 08, 2026
Pine Haven Investment Counsel, Inc History Added to 42,192 1,117 0.79% 0.81% 322 +390 0.93% Q4 2025 Jan 08, 2026
IFC & Insurance Marketing, Inc. History New 41,581 1,101 1.09% — 323 +41,581 New Q4 2025 Feb 12, 2026
Leeward Financial Partners, LLC History No change 41,380 1,096 0.31% 0.32% 324 0 0.0% Q4 2025 Feb 09, 2026
M. Kulyk & Associates, LLC History Added to 41,128 1,089 0.21% 0.1% 325 +22,786 124.23% Q4 2025 Jan 08, 2026
Global Retirement Partners, LLC History Added to 40,891 1,083 0.02% 0.01% 326 +16,723 69.19% Q4 2025 Feb 06, 2026
MidWestOne Financial Group, Inc. History Reduced 40,390 1,069 0.12% 0.23% 327 -30,906 -43.35% Q4 2025 Feb 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 40,386 1,069 0.22% 0.28% 328 +557 1.4% Q4 2025 Feb 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 40,253 1,066 0.05% 0.06% 329 -5,072 -11.19% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 40,176 1,064 0.03% 0.04% 330 -19,504 -32.68% Q4 2025 Feb 17, 2026
LCNB CORP History No change 39,362 1,042 0.35% 0.37% 331 0 0.0% Q4 2025 Feb 10, 2026
Bigelow Investment Advisors, LLC History Reduced 38,481 1,019 0.4% 0.43% 332 -1,133 -2.86% Q4 2025 Jan 28, 2026
Citizens National Bank Trust Department History Reduced 38,156 1,010 0.17% 0.19% 333 -1,843 -4.61% Q4 2025 Jan 30, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 38,073 1,008 0.01% 0.0% 334 +21,268 126.56% Q4 2025 Jan 13, 2026
Bakala Capital LLC History Added to 37,984 1,006 4.76% 5.4% 335 +855 2.3% Q4 2025 Feb 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 37,721 999 0.07% 0.06% 336 +3,762 11.08% Q4 2025 Feb 12, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 36,309 961 1.59% 1.28% 337 +858 2.42% Q4 2025 Feb 09, 2026
Independent Advisor Alliance History Added to 36,103 956 0.02% 0.01% 338 +21,572 148.46% Q4 2025 Feb 04, 2026
Hamrick Investment Counsel, llc History New 35,634 943 0.7% — 339 +35,634 New Q4 2025 Mar 31, 2026
Compound Planning, Inc. History Added to 35,567 942 0.03% 0.02% 340 +14,910 72.18% Q4 2025 Feb 19, 2026
PINKERTON WEALTH, LLC History Reduced 35,377 937 0.1% 0.11% 341 -3,272 -8.47% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Reduced 34,323 909 0.01% 0.01% 342 -667 -1.91% Q4 2025 Feb 12, 2026
Nalls Sherbakoff Group, LLC History Reduced 34,174 905 0.65% 0.7% 343 -4,390 -11.38% Q4 2025 Mar 12, 2026
UMB Bank, n.a. History Added to 33,908 898 0.01% 0.01% 344 +2,647 8.47% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 33,106 876 0.0% — 345 +33,106 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 33,023 874 0.01% 0.01% 346 +75 0.23% Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Reduced 32,400 858 0.11% 0.15% 347 -10,059 -23.69% Q4 2025 Feb 03, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 32,326 856 0.58% 0.47% 348 +7,150 28.4% Q4 2025 Feb 02, 2026
Plum Street Advisors, LLC History Reduced 31,884 844 0.3% 0.34% 349 -449 -1.39% Q4 2025 Feb 13, 2026
Friedenthal Financial History Reduced 31,847 843 0.43% 0.48% 350 -2,498 -7.27% Q4 2025 Jan 27, 2026
OMNI 360 Wealth, Inc. History Added to 31,681 842 0.43% 0.46% 351 +1,288 4.24% Q4 2025 Jan 29, 2026
Maia Wealth LLC History Added to 31,318 839 0.14% 0.09% 352 +11,602 58.85% Q4 2025 Feb 17, 2026
VIAWEALTH, LLC History Reduced 31,219 826 0.46% 0.47% 353 -882 -2.75% Q4 2025 Feb 10, 2026
Mount Lucas Management LP History Added to 30,879 817 0.33% 0.33% 354 +1,379 4.67% Q4 2025 Feb 05, 2026
Fortis Capital Management LLC History Added to 30,765 814 0.11% 0.11% 355 +390 1.28% Q4 2025 Feb 13, 2026
SGL Investment Advisors, Inc. History Added to 30,273 806 0.32% 0.28% 357 +5,194 20.71% Q4 2025 Feb 06, 2026
FIRST MERCHANTS CORP History No change 30,432 806 0.03% 0.03% 356 0 0.0% Q4 2025 Jan 12, 2026
Joseph P. Lucia & Associates, LLC History Reduced 30,155 798 0.29% 0.39% 358 -8,104 -21.18% Q4 2025 Jan 28, 2026
Arete Wealth Advisors, LLC History Reduced 29,797 789 0.05% 0.05% 359 -1,618 -5.15% Q4 2025 Feb 13, 2026
SHERMAN PORFOLIOS, LLC History New 29,689 786 0.05% — 361 +29,689 New Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History Reduced 29,688 786 0.06% 0.07% 360 -499 -1.65% Q4 2025 Feb 26, 2026
Traub Capital Management LLC History Added to 29,169 772 0.74% 0.54% 362 +8,805 43.24% Q4 2025 Jan 29, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 29,002 768 0.05% 0.06% 363 -4,522 -13.49% Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 28,841 763 0.01% 0.01% 364 +799 2.85% Q4 2025 Feb 09, 2026
GRANVILLE CAPITAL, INC. History New 28,631 758 0.4% — 365 +28,631 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 28,490 756 0.03% 0.06% 366 -5,962 -17.31% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 28,456 753 0.0% 0.39% 367 -3,889,987 -99.27% Q4 2025 Feb 06, 2026
Journey Advisory Group, LLC History No change 28,390 752 0.06% 0.06% 368 0 0.0% Q4 2025 Jan 27, 2026
Asset Allocation Strategies LLC History Reduced 28,260 748 0.14% 0.16% 369 -1,806 -6.01% Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 28,037 742 0.03% 0.04% 370 -847 -2.93% Q4 2025 Feb 17, 2026
Saxony Capital Management, LLC History New 27,770 735 0.45% — 371 +27,770 New Q4 2025 Jan 15, 2026
Arta Finance Wealth Management LLC History New 26,606 704 0.36% — 372 +26,606 New Q4 2025 Jan 20, 2026
Downshift Financial, LLC History New 26,449 704 0.43% — 373 +26,449 New Q4 2025 Mar 11, 2026
Pinnacle Bancorp, Inc. History Reduced 26,258 695 0.2% 0.22% 374 -1,484 -5.35% Q4 2025 Jan 22, 2026
TWO SIGMA SECURITIES, LLC History New 26,097 691 0.09% — 375 +26,097 New Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 25,563 677 0.04% 0.02% 376 +10,663 71.56% Q4 2025 Jan 26, 2026
MYECFO, LLC History Reduced 25,488 675 0.29% 0.35% 377 -3,350 -11.62% Q4 2025 Jan 12, 2026
DMC Group, LLC History Reduced 25,366 671 0.45% 0.47% 378 -36 -0.14% Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Added to 25,308 670 0.02% 0.01% 379 +7,732 43.99% Q4 2025 Feb 06, 2026
LifeGoal Investments, LLC History Reduced 25,302 669 0.45% 0.84% 380 -12,136 -32.42% Q4 2025 Jan 15, 2026
Rinkey Investments History Added to 25,064 663 0.17% 0.17% 381 +1,228 5.15% Q4 2025 Feb 04, 2026
Capital Investment Advisory Services, LLC History Added to 24,982 661 0.05% 0.04% 382 +4,856 24.13% Q4 2025 Jan 21, 2026
Brand Asset Management Group, Inc. History Reduced 24,693 654 0.18% 0.2% 383 -1,659 -6.3% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 24,572 650 0.0% 0.0% 384 +4,209 20.67% Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 24,307 646 0.03% — 385 +24,307 New Q4 2025 Feb 03, 2026
Cambridge Advisors Inc. History No change 23,531 623 0.12% 0.12% 386 0 0.0% Q4 2025 Jan 21, 2026
Center For Asset Management LLC History Reduced 23,477 621 0.32% 0.34% 387 -37 -0.16% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Added to 23,036 610 0.01% 0.01% 388 +3,173 15.97% Q4 2025 Jan 15, 2026
Prossimo Advisors, LLC History No change 23,000 609 3.92% 4.55% 389 0 0.0% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 22,977 608 0.0% 0.0% 390 +1,131 5.18% Q4 2025 Feb 13, 2026
Laraway Financial Advisors Inc History Reduced 22,985 608 0.4% 0.42% 391 -95 -0.41% Q4 2025 Feb 13, 2026
RESOLUTE CAPITAL, LLC History New 22,908 606 0.25% — 392 +22,908 New Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 22,727 602 0.01% 0.01% 393 -3,776 -14.25% Q4 2025 Jan 16, 2026
IFG Advisory, LLC History Added to 22,689 601 0.03% 0.03% 394 +1,974 9.53% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 22,533 597 0.0% 0.0% 395 +1,435 6.8% Q4 2025 Jan 26, 2026
Symmetry Partners, LLC History New 22,296 590 0.03% — 396 +22,296 New Q4 2025 Jan 27, 2026
Apella Capital, LLC History Added to 22,086 585 0.01% 0.01% 397 +642 2.99% Q4 2025 Jan 21, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 21,761 576 0.17% 0.17% 398 +1,099 5.32% Q4 2025 Jan 30, 2026
CreativeOne Wealth, LLC History Reduced 21,564 571 0.01% 0.16% 399 -217,615 -90.98% Q4 2025 Feb 13, 2026
Shearwater Capital LLC History No change 21,290 563 0.32% 0.34% 400 0 0.0% Q4 2025 Jan 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 20,871 552 0.03% 0.04% 401 -411 -1.93% Q4 2025 Jan 23, 2026
Gradient Capital Advisors, LLC History Reduced 20,703 548 0.14% 0.15% 402 -115 -0.55% Q4 2025 Feb 06, 2026
Western Reserve Capital Management, LLC History New 20,158 533 0.5% — 403 +20,158 New Q4 2025 Feb 10, 2026
Bragg Financial Advisors, Inc History Reduced 20,043 530 0.02% 0.02% 404 -1,672 -7.7% Q4 2025 Feb 13, 2026
Wilian Securities, LLC History New 19,679 521 0.56% — 406 +19,679 New Q4 2025 Feb 06, 2026
BANK OF MONTREAL /CAN/ History Added to 19,704 521 0.0% 0.0% 405 +8,216 71.52% Q4 2025 Feb 12, 2026
WT Wealth Management History Added to 19,614 519 0.15% 0.15% 407 +820 4.36% Q4 2025 Feb 02, 2026
ASPIRIANT, LLC History New 19,367 513 0.01% — 408 +19,367 New Q4 2025 Jan 20, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 19,104 506 0.05% 0.05% 409 +523 2.81% Q4 2025 Feb 02, 2026
ORG Partners LLC History Reduced 19,088 505 0.09% 0.09% 410 -2 -0.01% Q4 2025 Jan 14, 2026
Covestor Ltd History Added to 19,022 504 0.26% 0.25% 411 +1,988 11.67% Q4 2025 Feb 06, 2026
Graetz Wealth LLC History New 18,820 498 0.45% — 412 +18,820 New Q4 2025 Feb 12, 2026
Stewardship Advisors, LLC History Added to 18,763 497 0.11% 0.11% 413 +741 4.11% Q4 2025 Jan 15, 2026
WealthPlan Investment Management, LLC History Reduced 18,753 496 0.03% 0.04% 416 -920 -4.68% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 18,751 496 0.0% 0.0% 414 +179 0.96% Q4 2025 Mar 16, 2026
Oder Investment Management, LLC History Added to 18,740 496 0.36% 0.36% 415 +63 0.34% Q4 2025 Feb 12, 2026
Yoder Wealth Management, Inc. History No change 18,400 487 0.22% 0.23% 417 0 0.0% Q4 2025 Jan 22, 2026
Integrity Advisory Solutions, LLC History New 18,343 485 0.07% — 418 +18,343 New Q4 2025 Feb 09, 2026
Visionary Wealth Advisors History Reduced 18,282 484 0.02% 0.03% 419 -3,003 -14.11% Q4 2025 Feb 13, 2026
Cassady Wealth & Retirement Planning, LLC History New 18,063 478 0.31% — 420 +18,063 New Q4 2025 Apr 02, 2026
Octavia Wealth Advisors, LLC History Reduced 17,940 475 0.05% 0.05% 421 -258 -1.42% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 17,832 472 0.0% — 422 +17,832 New Q4 2025 Feb 05, 2026
Millstone Evans Group, LLC History New 17,753 470 0.28% — 423 +17,753 New Q4 2025 Feb 02, 2026
Opus Financial Solutions LLC History New 17,621 466 0.44% — 424 +17,621 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Reduced 17,628 466 0.01% 0.01% 425 -2,339 -11.71% Q4 2025 Jan 29, 2026
Latitude Advisors, LLC History Added to 17,344 459 0.2% 0.21% 426 +602 3.6% Q4 2025 Jan 27, 2026
Trust Point Inc. History Added to 17,103 453 0.04% 0.04% 427 +63 0.37% Q4 2025 Jan 13, 2026
Walkner Condon Financial Advisors LLC History Reduced 17,024 450 0.06% 0.08% 428 -800 -4.49% Q4 2025 Jan 21, 2026
Farrell Financial LLC History Added to 16,779 444 0.26% 0.21% 429 +4,602 37.79% Q4 2025 Jan 12, 2026
Sigma Planning Corp History Reduced 16,670 441 0.01% 0.01% 430 -96 -0.57% Q4 2025 Jan 30, 2026
Prudent Man Advisors, LLC History No change 16,641 440 0.16% 0.17% 431 0 0.0% Q4 2025 Feb 11, 2026
Topel & Distasi Wealth Management, LLC History No change 16,466 436 0.21% 0.22% 432 0 0.0% Q4 2025 Feb 09, 2026
Summit Global Investments History Reduced 16,221 430 0.03% 0.03% 433 -275 -1.67% Q4 2025 Feb 18, 2026
Coastwise Capital Group, LLC History Added to 16,252 430 0.21% 0.3% 435 +266 1.66% Q4 2025 Feb 12, 2026
Destiny Wealth Partners, LLC History No change 16,190 430 0.05% 0.05% 434 0 0.0% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Added to 16,226 429 0.01% 0.01% 436 +1,044 6.88% Q4 2025 Feb 03, 2026
Ellenbecker Investment Group History Reduced 16,161 428 0.06% 0.06% 437 -72 -0.44% Q4 2025 Jan 30, 2026
Lynx Investment Advisory History Added to 16,047 425 0.23% 0.22% 438 +2,611 19.43% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Added to 17,151 423 0.0% 0.0% 439 +797 4.87% Q4 2025 Mar 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 15,577 412 0.01% 0.01% 440 +2,402 18.23% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 15,401 407 0.0% — 441 +15,401 New Q4 2025 Feb 18, 2026
PARK AVENUE SECURITIES LLC History Added to 14,905 395 0.0% 0.0% 442 +5,201 53.6% Q4 2025 Jan 05, 2026
GTS SECURITIES LLC History New 14,728 390 0.01% — 443 +14,728 New Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History Reduced 14,700 389 0.07% 0.08% 445 -752 -4.87% Q4 2025 Mar 05, 2026
BARRETT & COMPANY, INC. History No change 14,702 389 0.13% 0.14% 444 0 0.0% Q4 2025 Jan 28, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 14,525 384 0.0% 0.0% 446 -29,177 -66.76% Q4 2025 Feb 17, 2026
Kondo Wealth Advisors, Inc. History Added to 14,423 382 0.15% 0.16% 447 +125 0.87% Q4 2025 Jan 30, 2026
Koshinski Asset Management, Inc. History Reduced 14,350 380 0.02% 0.03% 448 -538 -3.61% Q4 2025 Feb 03, 2026
Geometric Wealth Advisors History Added to 14,224 376 0.05% 0.03% 449 +5,231 58.17% Q4 2025 Feb 06, 2026
Zhang Financial LLC History Added to 14,167 375 0.01% 0.02% 450 +143 1.02% Q4 2025 Feb 10, 2026
North Forty Two & Co. History Added to 14,132 374 0.35% 0.29% 451 +3,150 28.68% Q4 2025 Feb 09, 2026
World Investment Advisors History New 14,003 370 0.01% — 453 +14,003 New Q4 2025 Mar 12, 2026
CURIO WEALTH, LLC History Reduced 13,957 370 0.13% 0.17% 454 -1,073 -7.14% Q4 2025 Feb 11, 2026
Liberty Capital Management, Inc. History No change 14,003 370 0.07% 0.07% 452 0 0.0% Q4 2025 Jan 26, 2026
Guardian Financial Partners, LLC History Added to 13,909 368 0.16% 0.16% 455 +67 0.48% Q4 2025 Jan 14, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 13,841 366 0.3% 0.3% 456 +1,427 11.5% Q4 2025 Jan 08, 2026
SRH ADVISORS, LLC History Reduced 13,780 365 0.11% 0.16% 457 -6,688 -32.68% Q4 2025 Jan 21, 2026
Forvis Mazars Wealth Advisors, LLC History New 13,754 364 0.01% — 458 +13,754 New Q4 2025 Feb 10, 2026
MCF Advisors LLC History Added to 13,750 364 0.02% 0.0% 459 +13,694 24453.57% Q4 2025 Feb 11, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 13,673 363 0.14% — 460 +13,673 New Q4 2025 Feb 12, 2026
Fisher Asset Management, LLC History New 13,523 358 0.0% — 461 +13,523 New Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Reduced 13,460 356 0.01% 0.01% 462 -15 -0.11% Q4 2025 Jan 22, 2026
PETRA FINANCIAL ADVISORS INC History Added to 13,352 353 0.21% 0.19% 463 +1,510 12.75% Q4 2025 Jan 21, 2026
&PARTNERS History Reduced 13,031 345 0.0% 0.0% 464 -806 -5.82% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 12,999 344 0.02% 0.01% 465 +210 1.64% Q4 2025 Jan 21, 2026
BROWN ADVISORY INC History New 12,881 341 0.0% — 466 +12,881 New Q4 2025 Feb 13, 2026
WFA of San Diego, LLC History No change 12,690 336 0.25% 0.23% 467 0 0.0% Q4 2025 Feb 17, 2026
Rakuten Investment Management, Inc. History No change 12,488 336 0.0% 0.0% 468 0 0.0% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Reduced 12,650 335 0.0% 0.0% 469 -509 -3.87% Q4 2025 Feb 02, 2026
Integrity Investment Advisors, LLC History New 12,594 333 0.18% — 470 +12,594 New Q4 2025 Feb 13, 2026
Blume Capital Management, Inc. History Added to 12,500 331 0.06% 0.05% 471 +2,500 25.0% Q4 2025 Feb 05, 2026
WJ Financial Advisors LLC History Reduced 12,529 331 0.29% 0.33% 472 -76 -0.6% Q4 2025 Feb 02, 2026
Murphy & Mullick Capital Management Corp History Reduced 12,432 329 0.24% 0.32% 473 -3,824 -23.52% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Reduced 12,408 328 0.01% 0.01% 475 -1,450 -10.46% Q4 2025 Jan 13, 2026
Mason Investment Advisory Services, Inc. History Added to 12,396 328 0.02% 0.02% 474 +49 0.4% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 12,189 322 0.02% 0.02% 476 -750 -5.8% Q4 2025 Jan 30, 2026
Global Assets Advisory, LLC History No change 12,130 321 0.09% 0.1% 477 0 0.0% Q4 2025 Feb 09, 2026
Aspetuck Financial Management LLC History New 12,100 320 0.21% — 478 +12,100 New Q4 2025 Feb 11, 2026
Schiavi & Co LLC History Reduced 12,015 318 0.1% 0.11% 479 -33 -0.27% Q4 2025 Feb 13, 2026
Fruth Investment Management History No change 12,000 317 0.09% 0.09% 480 0 0.0% Q4 2025 Jan 26, 2026
Avant Financial Advisors LLC History Added to 11,881 314 0.23% 0.21% 484 +1,495 14.39% Q4 2025 Jan 15, 2026
IVC Wealth Advisors LLC History Added to 11,887 314 0.14% 0.13% 483 +834 7.55% Q4 2025 Jan 16, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 11,854 314 0.03% 0.03% 482 +10 0.08% Q4 2025 Jan 30, 2026
NBT BANK N A /NY History No change 11,881 314 0.02% 0.02% 481 0 0.0% Q4 2025 Jan 23, 2026
HUNTINGTON NATIONAL BANK History No change 11,778 311 0.0% 0.0% 485 0 0.0% Q4 2025 Feb 09, 2026
Clearview Wealth Advisors LLC History Added to 11,692 309 0.2% 0.17% 486 +1,711 17.14% Q4 2025 Feb 17, 2026
Inlight Wealth Management, LLC History Added to 11,656 308 0.11% 0.11% 487 +2,664 29.63% Q4 2025 Jan 23, 2026
CWC Advisors, LLC. History Reduced 11,611 307 0.15% 0.15% 488 -42 -0.36% Q4 2025 Jan 26, 2026
NorthCrest Asset Manangement, LLC History New 11,520 305 0.01% — 489 +11,520 New Q4 2025 Jan 08, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 11,396 301 0.08% 0.22% 490 -17,547 -60.63% Q4 2025 Feb 11, 2026
PFG Advisors History New 11,388 301 0.01% — 491 +11,388 New Q4 2025 Jan 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 11,299 299 0.04% 0.04% 492 0 0.0% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 11,011 291 0.02% 0.02% 493 +166 1.53% Q4 2025 Jan 15, 2026
Facet Wealth, Inc. History New 10,881 289 0.01% — 494 +10,881 New Q4 2025 Jan 29, 2026
Inman Jager Wealth Management, LLC History Added to 10,807 286 0.18% 0.17% 496 +754 7.5% Q4 2025 Jan 26, 2026
Rothschild Wealth LLC History Added to 10,814 286 0.03% 0.06% 495 +119 1.11% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 10,604 281 0.0% 0.0% 497 +910 9.39% Q4 2025 Feb 11, 2026
International Private Wealth Advisors LLC History Added to 10,608 281 0.18% 0.16% 499 +909 9.37% Q4 2025 Jan 14, 2026
Spire Wealth Management History Added to 10,643 281 0.01% 0.01% 498 +849 8.67% Q4 2025 Jan 14, 2026
Tempus Wealth Planning, LLC History Added to 10,518 278 0.06% 0.05% 500 +1,617 18.17% Q4 2025 Jan 16, 2026
Ancora Advisors LLC History Added to 10,457 277 0.01% 0.0% 501 +4,057 63.39% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Reduced 10,453 276 0.01% 0.01% 503 -19 -0.18% Q4 2025 Feb 13, 2026
Jackson Hole Capital Partners, LLC History No change 10,429 276 0.05% 0.05% 502 0 0.0% Q4 2025 Jan 30, 2026
Hardin Capital Partners, LLC History Reduced 10,295 272 0.13% 0.15% 504 -372 -3.49% Q4 2025 Jan 09, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 10,306 272 0.04% 0.05% 505 +122 1.2% Q4 2025 Feb 11, 2026
Carter Financial Group, INC. History Added to 10,192 269 0.16% 0.16% 506 +319 3.23% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History No change 10,004 265 0.02% 0.02% 507 0 0.0% Q4 2025 Feb 13, 2026
VPR Management LLC History No change 10,000 264 0.12% 0.12% 508 0 0.0% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Reduced 9,938 263 0.04% 0.06% 509 -4,963 -33.31% Q4 2025 Feb 10, 2026
SVB WEALTH LLC History No change 9,961 263 0.02% 0.01% 510 0 0.0% Q4 2025 Feb 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 9,826 260 0.01% 0.02% 511 +65 0.67% Q4 2025 Feb 12, 2026
Powell Investment Advisors, LLC History Added to 9,698 256 0.09% 0.09% 512 +159 1.67% Q4 2025 Feb 09, 2026
Atlas Wealth Partners, LLC History No change 9,555 253 0.28% 0.26% 513 0 0.0% Q4 2025 Jan 26, 2026
Main Street Financial Solutions, LLC History Reduced 9,473 250 0.02% 0.02% 514 -2,048 -17.78% Q4 2025 Feb 17, 2026
MCDONALD PARTNERS LLC History Added to 9,365 248 0.08% 0.07% 515 +972 11.58% Q4 2025 Feb 02, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 9,352 247 0.14% 0.16% 516 -646 -6.46% Q4 2025 Jan 12, 2026
Alhambra Investment Management LLC History No change 9,282 245 0.11% 0.12% 517 0 0.0% Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History Reduced 9,229 244 0.0% 0.0% 518 -1,559 -14.45% Q4 2025 Feb 17, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 9,041 239 0.04% 0.04% 519 +280 3.2% Q4 2025 Jan 14, 2026
Sound Stewardship, LLC History Added to 8,895 235 0.11% 0.11% 520 +46 0.52% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 8,787 232 0.01% 0.03% 521 -16,063 -64.64% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Reduced 8,778 232 0.01% 0.01% 522 -540 -5.8% Q4 2025 Jan 29, 2026
Kesler, Norman & Wride, LLC History New 8,755 231 0.04% — 524 +8,755 New Q4 2025 Feb 10, 2026
Larson Financial Group LLC History Reduced 8,755 231 0.01% 0.01% 523 -544 -5.85% Q4 2025 Feb 06, 2026
Avidian Wealth Enterprises, LLC History Reduced 8,686 230 0.01% 0.01% 525 -145 -1.64% Q4 2025 Feb 02, 2026
Capital Investment Advisors, LLC History Reduced 8,679 229 0.0% 0.0% 526 -330 -3.66% Q4 2025 Jan 13, 2026
Waterloo Capital, L.P. History New 8,552 226 0.02% — 527 +8,552 New Q4 2025 Feb 10, 2026
Western Wealth Management, LLC History New 8,381 222 0.01% — 528 +8,381 New Q4 2025 Feb 05, 2026
Wedmont Private Capital History Reduced 8,360 222 0.01% 0.01% 529 -376 -4.3% Q4 2025 Jan 08, 2026
Quantinno Capital Management LP History New 8,339 220 0.0% — 531 +8,339 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 8,331 220 0.0% 0.0% 530 +530 6.79% Q4 2025 Feb 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 8,200 217 0.1% — 535 +8,200 New Q4 2025 Feb 17, 2026
93 Financial Group, LLC History New 8,193 217 0.09% — 536 +8,193 New Q4 2025 Feb 20, 2026
Madden Advisory Services, Inc. History Reduced 8,194 217 0.09% 0.09% 532 -436 -5.05% Q4 2025 Feb 11, 2026
Quadcap Wealth Management, LLC History Reduced 8,225 217 0.02% 0.03% 534 -31 -0.38% Q4 2025 Jan 29, 2026
Brooklyn FI, LLC History No change 8,192 217 0.05% 0.05% 533 0 0.0% Q4 2025 Jan 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 8,198 215 0.07% 0.16% 537 -1,298 -13.67% Q4 2025 Jan 22, 2026
True Vision MN LLC History Added to 8,044 213 0.11% 0.11% 539 +208 2.65% Q4 2025 Jan 14, 2026
Berger Financial Group, Inc History No change 8,061 213 0.01% 0.01% 538 0 0.0% Q4 2025 Jan 27, 2026
Jacobs Equity LLC History New 8,006 212 0.2% — 541 +8,006 New Q4 2025 Feb 19, 2026
MONECO ADVISORS, LLC History Added to 8,039 212 0.02% 0.02% 540 +22 0.27% Q4 2025 Feb 04, 2026
ENTREWEALTH, LLC History New 7,868 209 0.09% — 543 +7,868 New Q4 2025 Feb 13, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 7,894 209 0.07% 0.07% 542 -453 -5.43% Q4 2025 Jan 30, 2026
Gateway Wealth Partners, LLC History New 7,836 207 0.02% — 544 +7,836 New Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Reduced 7,792 206 0.0% 0.0% 545 -1,749 -18.33% Q4 2025 Feb 03, 2026
GeoWealth Management, LLC History Reduced 7,762 205 0.01% 0.01% 546 -1,068 -12.1% Q4 2025 Feb 17, 2026
Goodwin Investment Advisory History Reduced 7,691 203 0.22% 0.25% 547 -1,112 -12.63% Q4 2025 Feb 09, 2026
Accurate Wealth Management, LLC History Reduced 7,675 203 0.03% 0.03% 548 -1,008 -11.61% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History New 7,636 202 0.0% — 549 +7,636 New Q4 2025 Feb 12, 2026
HCR Wealth Advisors History Reduced 7,564 200 0.02% 0.02% 550 -85 -1.11% Q4 2025 Jan 27, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 6,823 180 0.12% 0.12% 551 +107 1.59% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 6,556 173 0.01% — 552 +6,556 New Q4 2025 Feb 12, 2026
BALLAST ADVISORS LLC History Added to 6,480 171 0.05% 0.05% 553 +161 2.55% Q4 2025 Feb 03, 2026
WPG Advisers, LLC History Added to 6,006 159 0.12% 0.12% 554 +43 0.72% Q4 2025 Jan 28, 2026
Bogart Wealth, LLC History Added to 5,860 155 0.01% 0.0% 555 +4,908 515.55% Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Reduced 5,429 143 0.0% 0.0% 556 -3,856 -41.53% Q4 2025 Feb 11, 2026
LFA - Lugano Financial Advisors SA History No change 5,398 142 0.07% 0.08% 557 0 0.0% Q4 2025 Jan 29, 2026
Rossby Financial, LCC History Added to 5,130 135 0.04% 0.04% 558 +113 2.25% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Reduced 5,010 132 0.01% 0.01% 559 -2,115 -29.68% Q4 2025 Jan 20, 2026
Blue Trust, Inc. History Added to 5,017 132 0.0% 0.0% 560 +1,912 61.58% Q4 2025 Jan 16, 2026
Ares Financial Consulting, LLC History New 4,863 128 0.12% — 561 +4,863 New Q4 2025 Jan 30, 2026
Paladin Advisory Group, LLC History New 4,700 124 0.09% — 563 +4,700 New Q4 2025 Jan 21, 2026
BLAIR WILLIAM & CO/IL History Reduced 4,703 124 0.0% 0.0% 562 -564 -10.71% Q4 2025 Feb 17, 2026
MANNING & NAPIER ADVISORS LLC History New 4,421 117 0.0% — 564 +4,421 New Q4 2025 Feb 03, 2026
AlphaCentric Advisors LLC History New 4,373 115 0.11% — 565 +4,373 New Q4 2025 Feb 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 4,364 115 0.0% 0.0% 566 -3,520 -44.65% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Reduced 4,213 111 0.01% 0.01% 567 -160 -3.66% Q4 2025 Jan 26, 2026
BIRCHBROOK, INC. History No change 4,222 111 0.06% 0.06% 568 0 0.0% Q4 2025 Feb 04, 2026
Fairscale Capital, LLC History No change 4,000 105 0.07% 0.07% 569 0 0.0% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 3,822 101 0.0% 0.0% 570 +1,250 48.6% Q4 2025 Jan 26, 2026
HOWE & RUSLING INC History Added to 3,757 99 0.01% 0.0% 571 +1,540 69.46% Q4 2025 Feb 17, 2026
Caitlin John, LLC History No change 3,522 93 0.06% 0.07% 572 0 0.0% Q4 2025 Feb 18, 2026
Raleigh Capital Management Inc. History Added to 3,493 92 0.03% 0.04% 573 +39 1.13% Q4 2025 Jan 21, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,433 90 0.01% — 574 +3,433 New Q4 2025 Feb 13, 2026
Silver Grove Financial Group, Inc. History New 3,339 88 0.08% — 575 +3,339 New Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History New 3,170 83 0.0% — 576 +3,170 New Q4 2025 Jan 26, 2026
Wealth Enhancement Trust Services, Inc. History New 3,158 83 0.01% — 577 +3,158 New Q4 2025 Jan 27, 2026
Seneschal Advisors, LLC History Added to 3,116 82 0.06% 0.06% 578 +3 0.1% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 3,018 79 0.0% 0.02% 579 -6,480 -68.22% Q4 2025 Feb 10, 2026
Key FInancial Inc History No change 2,932 77 0.01% 0.01% 580 0 0.0% Q4 2025 Feb 09, 2026
Godfrey Financial Associates, Inc. History New 2,871 76 0.07% — 581 +2,871 New Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 2,792 73 0.02% 0.02% 582 0 0.0% Q4 2025 Jan 12, 2026
Cordant, Inc. History Added to 2,726 72 0.03% 0.03% 583 +23 0.85% Q4 2025 Jan 12, 2026
Private Wealth Asset Management, LLC History Added to 2,709 71 0.01% 0.0% 584 +2,042 306.15% Q4 2025 Feb 10, 2026
Pacifica Partners Inc. History No change 2,665 70 0.03% 0.03% 585 0 0.0% Q4 2025 Jan 09, 2026
SHP Wealth Management History New 2,617 69 0.01% — 586 +2,617 New Q4 2025 Mar 04, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 2,466 65 0.01% 0.0% 587 +2,416 4832.0% Q4 2025 Feb 02, 2026
Principia Wealth Advisory, LLC History Added to 2,435 64 0.04% 0.01% 589 +1,757 259.14% Q4 2025 Feb 10, 2026
Cape Investment Advisory, Inc. History Added to 2,429 64 0.02% 0.06% 588 +73 3.1% Q4 2025 Feb 17, 2026
Front Row Advisors LLC History Reduced 2,402 63 0.02% 0.02% 590 -110 -4.38% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Added to 2,406 63 0.01% 0.01% 591 +1 0.04% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Added to 2,202 58 0.01% 0.0% 593 +2,091 1883.78% Q4 2025 Feb 02, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,200 58 0.01% 0.01% 592 0 0.0% Q4 2025 Jan 20, 2026
S&T BANK/PA History No change 2,113 55 0.02% 0.02% 594 0 0.0% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History No change 2,090 55 0.01% 0.01% 595 0 0.0% Q4 2025 Jan 29, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 2,072 54 0.0% 0.0% 596 0 0.0% Q4 2025 Feb 12, 2026
Pflug Koory, LLC History Added to 1,954 51 0.02% 0.02% 597 +8 0.41% Q4 2025 Jan 20, 2026
MidFirst Bank History New 1,900 50 0.0% — 598 +1,900 New Q4 2025 Feb 25, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,887 49 0.01% 0.01% 599 0 0.0% Q4 2025 Jan 14, 2026
Investors Research Corp History No change 1,816 48 0.01% 0.01% 600 0 0.0% Q4 2025 Jan 06, 2026
LGT Financial Advisors LLC History No change 1,828 48 0.29% 0.11% 601 0 0.0% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 1,654 43 0.0% 0.0% 602 +1,262 321.94% Q4 2025 Feb 17, 2026
Abound Wealth Management History Added to 1,633 43 0.01% 0.01% 603 +255 18.51% Q4 2025 Jan 12, 2026
Ameritas Investment Partners, Inc. History Added to 1,399 37 0.0% 0.0% 604 +200 16.68% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Added to 1,316 34 0.0% 0.0% 605 +541 69.81% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Added to 1,228 32 0.0% 0.0% 606 +68 5.86% Q4 2025 Jan 29, 2026
Independence Bank of Kentucky History Reduced 1,200 31 0.0% 0.0% 608 -100 -7.69% Q4 2025 Jan 20, 2026
FIRST COMMUNITY TRUST NA History No change 1,200 31 0.02% 0.02% 607 0 0.0% Q4 2025 Jan 16, 2026
Smithfield Trust Co History Reduced 1,098 29 0.0% 0.01% 610 -3,370 -75.43% Q4 2025 Feb 09, 2026
Olistico Wealth, LLC History New 1,114 29 0.01% — 612 +1,114 New Q4 2025 Jan 13, 2026
Lloyd Advisory Services, LLC. History New 1,095 29 0.01% — 611 +1,095 New Q4 2025 Feb 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History Added to 1,106 29 0.0% 0.0% 609 +374 51.09% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History Reduced 1,117 29 0.01% 0.01% 613 -352 -23.96% Q4 2025 Jan 22, 2026
FINANCIAL CONSULATE, INC History No change 1,062 28 0.0% 0.0% 614 0 0.0% Q4 2025 Jan 22, 2026
Colonial Trust Co / SC History No change 1,000 26 0.0% 0.0% 615 0 0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 840 22 0.0% 0.0% 616 -6,691 -88.85% Q4 2025 Feb 11, 2026
Your Advocates Ltd., LLP History Added to 735 19 0.01% 0.0% 618 +239 48.19% Q4 2025 Feb 02, 2026
WealthShield Partners, LLC History No change 754 19 0.0% 0.0% 617 0 0.0% Q4 2025 Feb 03, 2026
Sage Mountain Advisors LLC History No change 686 18 0.0% 0.0% 619 0 0.0% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 632 16 0.0% — 620 +632 New Q4 2025 Feb 03, 2026
PINNEY & SCOFIELD, INC. History Added to 515 13 0.01% 0.01% 623 +9 1.78% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History No change 524 13 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 20, 2026
Richard W. Paul & Associates, LLC History No change 514 13 0.0% 0.0% 622 0 0.0% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Reduced 481 12 0.0% 0.0% 625 -1,080 -69.19% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 439 12 0.0% 0.0% 624 +261 146.63% Q4 2025 Feb 09, 2026
OPTIMA CAPITAL LLC History New 418 11 0.0% — 628 +418 New Q4 2025 Jan 23, 2026
Kilter Group LLC History Added to 447 11 0.0% 0.0% 627 +283 172.56% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History No change 437 11 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 30, 2026
Sound Income Strategies, LLC History Added to 393 10 0.0% 0.0% 631 +75 23.58% Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 378 10 0.0% 0.0% 629 +47 14.2% Q4 2025 Feb 11, 2026
Grey Ledge Advisors, LLC History Added to 408 10 0.0% 0.0% 630 +7 1.75% Q4 2025 Feb 05, 2026
HOEY INVESTMENTS, INC History No change 384 10 0.0% 0.0% 632 0 0.0% Q4 2025 Jan 28, 2026
PFS Partners, LLC History No change 384 10 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 16, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 376 9 0.0% 0.0% 634 -1,200 -76.14% Q4 2025 Jan 20, 2026
Copia Wealth Management History New 367 9 0.01% — 637 +367 New Q4 2025 Feb 06, 2026
Geneos Wealth Management Inc. History Added to 371 9 0.0% 0.0% 636 +85 29.72% Q4 2025 Jan 28, 2026
MassMutual Private Wealth & Trust, FSB History No change 346 9 0.0% 0.0% 635 0 0.0% Q4 2025 Jan 07, 2026
Midwest Capital Advisors, LLC History Reduced 326 8 0.0% 0.01% 642 -725 -68.98% Q4 2025 Jan 29, 2026
Triumph Capital Management History New 324 8 0.0% — 639 +324 New Q4 2025 Feb 12, 2026
Reyes Financial Architecture, Inc. History Reduced 302 8 0.0% 0.01% 643 -50 -14.2% Q4 2025 Jan 26, 2026
Archer Investment Corp History Reduced 311 8 0.0% 0.0% 641 -27 -7.99% Q4 2025 Jan 30, 2026
Pinnacle Holdings, LLC History No change 308 8 0.0% 0.0% 638 0 0.0% Q4 2025 Feb 12, 2026
Avion Wealth History No change 324 8 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Reduced 296 7 0.0% 0.04% 644 -101,012 -99.71% Q4 2025 Feb 09, 2026
Addison Advisors LLC History New 294 7 0.0% — 647 +294 New Q4 2025 Feb 06, 2026
Atlantic Union Bankshares Corp History Reduced 280 7 0.0% 0.0% 645 -201 -41.79% Q4 2025 Feb 04, 2026
KERR FINANCIAL PLANNING Corp History Added to 281 7 0.01% 0.0% 648 +141 100.71% Q4 2025 Feb 10, 2026
TOMPKINS FINANCIAL CORP History No change 289 7 0.0% 0.0% 646 0 0.0% Q4 2025 Jan 08, 2026
REAP Financial Group, LLC History Reduced 228 6 0.0% 0.0% 649 -15 -6.17% Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 197 5 0.0% 0.0% 650 -764 -79.5% Q4 2025 Feb 12, 2026
Strive Financial Group ,LLC History New 220 5 0.0% — 654 +220 New Q4 2025 Feb 18, 2026
Quent Capital, LLC History New 215 5 0.0% — 652 +215 New Q4 2025 Jan 29, 2026
CDKV HOLDINGS LLC History New 212 5 0.0% — 655 +212 New Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History No change 216 5 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 17, 2026
Topsail Wealth Management, LLC History No change 224 5 0.0% 0.0% 653 0 0.0% Q4 2025 Feb 04, 2026
Tradewinds Capital Management, LLC History Reduced 183 4 0.0% 2.39% 658 -394,580 -99.95% Q4 2025 Jan 14, 2026
EASTERN BANK History New 184 4 0.0% — 656 +184 New Q4 2025 Jan 14, 2026
Merited Wealth, LLC History New 174 4 0.0% — 661 +174 New Q4 2025 Mar 26, 2026
N.E.W. Advisory Services LLC History Reduced 178 4 0.0% 0.0% 659 -6 -3.26% Q4 2025 Jan 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 182 4 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 09, 2026
Winthrop Capital Management, LLC History No change 132 4 0.0% 0.0% 660 0 0.0% Q4 2025 Feb 10, 2026
HighMark Wealth Management LLC History Added to 122 3 0.0% 0.0% 664 +85 229.73% Q4 2025 Feb 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 138 3 0.0% 0.0% 663 +6 4.55% Q4 2025 Feb 10, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 132 3 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 23, 2026
AMERIFLEX GROUP, INC. History New 98 2 0.0% — 668 +98 New Q4 2025 Feb 18, 2026
Kingdom Financial Group LLC. History New 86 2 0.0% — 666 +86 New Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 98 2 0.0% 0.0% 665 +5 5.38% Q4 2025 Jan 20, 2026
Graney & King, LLC History Added to 89 2 0.0% 0.0% 667 +2 2.3% Q4 2025 Feb 13, 2026
Camelot Portfolios, LLC History New 48 1 0.0% — 671 +48 New Q4 2025 Jan 29, 2026
Key Capital Management, INC History New 47 1 0.0% — 676 +47 New Q4 2025 Jan 26, 2026
Quest 10 Wealth Builders, Inc. History Reduced 64 1 0.0% 0.0% 675 -3 -4.48% Q4 2025 Jan 29, 2026
FIRST HORIZON CORP History No change 62 1 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History No change 48 1 0.0% 0.0% 670 0 0.0% Q4 2025 Jan 16, 2026
Princeton Global Asset Management LLC History No change 42 1 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 20, 2026
WOLFF WIESE MAGANA LLC History No change 68 1 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 14, 2026
Signature Resources Capital Management, LLC History No change 69 1 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 21, 2026
Garde Capital, Inc. History Closed out 0 0 — 1.54% — -1,173,047 -100.0% Q3 2025 Dec 16, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.01% — -391,000 -100.0% Q3 2025 Nov 13, 2025
Korea Investment CORP History Closed out 0 0 — 0.02% — -296,500 -100.0% Q3 2025 Nov 13, 2025
Platt Investment Counsel, LLC History Closed out 0 0 — 5.27% — -248,356 -100.0% Q3 2025 Oct 14, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 — 0.21% — -160,763 -100.0% Q3 2025 Nov 06, 2025
BROWN WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.83% — -109,094 -100.0% Q3 2025 Nov 04, 2025
Rede Wealth, LLC History Closed out 0 0 — 1.96% — -92,749 -100.0% Q3 2025 Oct 29, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.06% — -86,430 -100.0% Q3 2025 Nov 14, 2025
Algorithmic Investment Models, LLC History Closed out 0 0 — 1.12% — -62,806 -100.0% Q3 2025 Nov 10, 2025
JANE STREET GROUP, LLC History Closed out 0 0 — 0.0% — -38,428 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -38,092 -100.0% Q3 2025 Nov 14, 2025
Hayek Kallen Investment Management History Closed out 0 0 — 0.31% — -36,520 -100.0% Q3 2025 Nov 14, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.12% — -31,293 -100.0% Q3 2025 Nov 13, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.01% — -27,002 -100.0% Q3 2025 Nov 12, 2025
Choate Investment Advisors History Closed out 0 0 — 0.01% — -26,490 -100.0% Q3 2025 Nov 10, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -26,184 -100.0% Q3 2025 Nov 14, 2025
Almanack Investment Partners, LLC. History Closed out 0 0 — 0.09% — -20,534 -100.0% Q3 2025 Oct 22, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.01% — -15,769 -100.0% Q3 2025 Nov 14, 2025
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.01% — -15,718 -100.0% Q3 2025 Nov 13, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -14,312 -100.0% Q3 2025 Oct 14, 2025
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.01% — -11,047 -100.0% Q3 2025 Nov 04, 2025
Worth Asset Management, LLC History Closed out 0 0 — 0.12% — -9,696 -100.0% Q3 2025 Oct 17, 2025
Evanson Asset Management, LLC History Closed out 0 0 — 0.01% — -8,613 -100.0% Q3 2025 Oct 14, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -8,177 -100.0% Q3 2025 Nov 03, 2025
Greenfield Seitz Capital Management, LLC History Closed out 0 0 — 0.07% — -7,800 -100.0% Q3 2025 Nov 24, 2025
Pinnacle Wealth Management Group, Inc. History Closed out 0 0 — 0.11% — -7,700 -100.0% Q3 2025 Oct 08, 2025
Cannell & Spears LLC History Closed out 0 0 — 0.0% — -7,446 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -5,231 -100.0% Q3 2025 Nov 03, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,313 -100.0% Q3 2025 Oct 07, 2025
Providence Capital Advisors, LLC History Closed out 0 0 — 0.0% — -703 -100.0% Q3 2025 Nov 06, 2025
FAS Wealth Partners, Inc. History Closed out 0 0 — 0.0% — -625 -100.0% Q3 2025 Oct 29, 2025
Caldwell Trust Co History Closed out 0 0 — 0.0% — -260 -100.0% Q3 2025 Oct 23, 2025
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.0% — -238 -100.0% Q3 2025 Oct 31, 2025
Steigerwald, Gordon & Koch Inc. History Closed out 0 0 — 0.0% — -226 -100.0% Q3 2025 Oct 23, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -216 -100.0% Q3 2025 Oct 21, 2025
Davis Capital Management History Closed out 0 0 — 0.0% — -199 -100.0% Q3 2025 Oct 21, 2025
Horrell Capital Management, Inc. History Closed out 0 0 — 0.0% — -164 -100.0% Q3 2025 Nov 07, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.0% — -156 -100.0% Q3 2025 Nov 07, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -138 -100.0% Q3 2025 Nov 17, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.0% — -89 -100.0% Q3 2025 Oct 27, 2025
Rossmore Private Capital History Closed out 0 0 — 0.0% — -86 -100.0% Q3 2025 Oct 30, 2025
VALLEY NATIONAL ADVISERS INC History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Oct 17, 2025
Bear Mountain Capital, Inc. History Reduced 3 0 — 0.0% — -39 -92.86% Q4 2025 Jan 22, 2026
Harbor Asset Planning, Inc. History New 30 0 — — — +30 New Q4 2025 Jan 26, 2026
New Millennium Group LLC History Closed out 0 0 — — — -29 -100.0% Q3 2025 Nov 10, 2025
OAK HARBOR WEALTH PARTNERS, LLC History New 18 0 — — — +18 New Q4 2025 Feb 02, 2026
Measured Wealth Private Client Group, LLC History New 17 0 — — — +17 New Q4 2025 Feb 10, 2026
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — — — -16 -100.0% Q3 2025 Nov 14, 2025
First Pacific Financial History New 14 0 — — — +14 New Q4 2025 Jan 16, 2026
Clayton Financial Group LLC History New 13 0 — — — +13 New Q4 2025 Jan 21, 2026
HM PAYSON & CO History New 12 0 — — — +12 New Q4 2025 Feb 12, 2026
Darwin Wealth Management, LLC History New 12 0 — — — +12 New Q4 2025 Jan 22, 2026
Frazier Financial Advisors, LLC History New 12 0 — — — +12 New Q4 2025 Feb 09, 2026
MCGUIRE CAPITAL ADVISORS INC History New 12 0 — — — +12 New Q4 2025 Feb 19, 2026
Center for Financial Planning, Inc. History New 10 0 — — — +10 New Q4 2025 Feb 05, 2026
Crews Bank & Trust History Closed out 0 0 — — — -10 -100.0% Q3 2025 Oct 22, 2025
Compass Financial Services Inc History Closed out 0 0 — — — -7 -100.0% Q3 2025 Nov 04, 2025
WINNOW WEALTH LLC History New 6 0 — — — +6 New Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History New 4 0 — — — +4 New Q4 2025 Feb 03, 2026
Networth Advisors, LLC History New 4 0 — — — +4 New Q4 2025 Jan 22, 2026
Lodestone Wealth Management LLC History New 3 0 — — — +3 New Q4 2025 Jan 15, 2026
Wagner Wealth Management, LLC History Added to 14 0 — — — +1 7.69% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 26, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 32 0 — — — 0 0.0% Q4 2025 Jan 07, 2026
Financial Management Professionals, Inc. History No change 24 0 — — — 0 0.0% Q4 2025 Jan 27, 2026
Solstein Capital, LLC History No change 14 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History No change 19 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
DHJJ Financial Advisors, Ltd. History No change 18 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
SOA Wealth Advisors, LLC. History No change 12 0 — — — 0 0.0% Q4 2025 Jan 20, 2026
Morling Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 34 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Legacy Wealth Managment, LLC/ID History No change 12 0 — — — 0 0.0% Q4 2025 Feb 03, 2026