SCHWAB STRATEGIC TRUST - SCHV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Financial Engines Advisors L.L.C. History Reduced 50,764,107 1,503,125 2.85% 2.88% 1 -1,124,842 -2.17% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 45,783,122 1,355,639 1.34% 1.39% 2 +1,425,827 3.21% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 35,128,777 1,040,163 10.71% 10.02% 3 +1,023,339 3.0% Q4 2025 Jan 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 16,612,123 491,884 0.15% 0.14% 4 -74,604 -0.45% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 11,602,782 343,565 0.5% 0.49% 5 -456,487 -3.79% Q4 2025 Feb 17, 2026
Avantax Planning Partners, Inc. History Added to 10,187,907 301,663 8.44% 8.41% 6 +108,122 1.07% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 9,103,028 269,542 0.32% 0.33% 7 +329,550 3.76% Q4 2025 Feb 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 8,516,803 252,182 2.03% 2.01% 8 +66,800 0.79% Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 6,372,410 194,231 0.26% 0.29% 9 -208,819 -3.17% Q4 2025 Jan 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,721,385 139,800 1.06% 1.1% 10 -13,105 -0.28% Q4 2025 Feb 12, 2026
Betterment LLC History Reduced 4,117,665 121,924 0.23% 0.24% 11 -133,784 -3.15% Q4 2025 Feb 12, 2026
Gemmer Asset Management LLC History Reduced 3,683,118 109,057 8.4% 10.16% 12 -648,510 -14.97% Q4 2025 Jan 23, 2026
Cetera Investment Advisers History Added to 3,614,316 107,019 0.12% 0.1% 13 +615,249 20.51% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 3,251,539 96,278 0.03% 0.03% 14 -529,558 -14.01% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 3,190,242 94,463 0.54% 0.59% 15 -157,725 -4.71% Q4 2025 Feb 10, 2026
Mokosak Advisory Group, LLC History Added to 3,048,461 90,264 22.65% 22.45% 16 +100,168 3.4% Q4 2025 Feb 03, 2026
Creative Planning History Added to 3,029,364 89,699 0.06% 0.02% 17 +2,235,847 281.76% Q4 2025 Feb 17, 2026
Krilogy Financial LLC History Added to 2,858,209 88,290 3.0% 2.79% 18 +286,147 11.13% Q4 2025 Jan 27, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 2,977,872 88,174 14.39% 14.33% 19 +31,180 1.06% Q4 2025 Jan 27, 2026
AMERIPRISE FINANCIAL INC History Added to 2,790,900 82,493 0.02% 0.01% 20 +1,280,732 84.81% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,766,550 81,917 0.0% 0.0% 21 +152,662 5.84% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 2,657,036 78,674 0.09% 0.09% 22 +41,382 1.58% Q4 2025 Feb 06, 2026
UBS Group AG History Reduced 2,476,800 73,338 0.01% 0.01% 23 -27,504 -1.1% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Added to 2,093,243 61,980 1.82% 1.97% 24 +2,555 0.12% Q4 2025 Feb 19, 2026
Cooper Financial Group History Added to 2,061,521 61,041 6.49% 6.32% 25 +100,732 5.14% Q4 2025 Jan 08, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 2,035,286 60,264 0.46% 0.45% 26 +208,237 11.4% Q4 2025 Jan 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,896,836 56,165 0.0% 0.0% 27 +73,727 4.04% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 1,848,372 54,730 1.63% 1.67% 28 -40,370 -2.14% Q4 2025 Feb 02, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 1,707,367 50,555 11.9% 11.92% 29 +41,098 2.47% Q4 2025 Feb 02, 2026
GenWealth Group, Inc. History Added to 1,647,900 50,227 8.56% 8.38% 30 +102,606 6.64% Q4 2025 Jan 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,663,283 49,249 0.3% 0.35% 31 -26,899 -1.59% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,646,493 48,752 0.6% 0.59% 32 -132,676 -7.46% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,379,908 41,046 0.07% 0.03% 33 +779,645 129.88% Q4 2025 Feb 05, 2026
Black Diamond Financial, LLC History Added to 1,366,132 40,451 4.26% 4.16% 34 +90,362 7.08% Q4 2025 Feb 03, 2026
HRC WEALTH MANAGEMENT, LLC History Reduced 1,287,146 38,112 18.25% 18.32% 35 -3,176 -0.25% Q4 2025 Jan 21, 2026
DRAVO BAY LLC History Added to 1,284,821 38,043 15.81% 15.82% 36 +54,469 4.43% Q4 2025 Jan 27, 2026
Brady Martz Wealth Solutions, LLC History Reduced 1,228,737 36,382 6.41% 7.14% 37 -121,492 -9.0% Q4 2025 Jan 15, 2026
MidWestOne Financial Group, Inc. History Added to 1,189,268 35,214 3.91% 4.07% 38 +39,306 3.42% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,186,424 35,130 0.12% 0.12% 39 +40,496 3.53% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Added to 1,185,247 35,095 0.0% 0.0% 40 +71,834 6.45% Q4 2025 Feb 11, 2026
Summit Asset Management, LLC History Added to 1,175,473 34,805 4.92% 4.98% 41 +63,102 5.67% Q4 2025 Feb 09, 2026
XML Financial, LLC History Reduced 1,160,962 34,376 2.8% 2.89% 42 -59,562 -4.88% Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Added to 1,158,529 34,304 0.24% 0.28% 43 +8,829 0.77% Q4 2025 Feb 18, 2026
BALLAST ADVISORS LLC History Reduced 1,135,506 33,622 9.27% 9.22% 44 -14,074 -1.22% Q4 2025 Feb 03, 2026
Veery Capital, LLC History Added to 1,135,273 33,615 10.32% 10.42% 45 +1,583 0.14% Q4 2025 Jan 27, 2026
Northern Capital Management, Inc. History Reduced 1,110,791 32,890 17.38% 18.01% 46 -29,573 -2.59% Q4 2025 Feb 03, 2026
FAS Wealth Partners, Inc. History Reduced 1,100,145 32,575 2.1% 2.21% 47 -18,333 -1.64% Q4 2025 Feb 18, 2026
Midwest Trust Co History Added to 1,096,794 32,476 0.41% 0.35% 48 +174,676 18.94% Q4 2025 Feb 04, 2026
MML INVESTORS SERVICES, LLC History Added to 1,065,707 31,555 0.08% 0.07% 49 +205,994 23.96% Q4 2025 Feb 13, 2026
Dodds Wealth, LLC History Reduced 1,063,270 31,483 7.72% 7.91% 50 -34,344 -3.13% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 1,041,603 30,841 0.3% 0.32% 51 -39,677 -3.67% Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Added to 1,006,308 29,796 1.23% 1.22% 52 +5,244 0.52% Q4 2025 Jan 27, 2026
MAI Capital Management History Added to 1,006,075 29,789 0.17% 0.18% 53 +12,405 1.25% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 980,974 29,046 0.47% 0.08% 54 +846,224 628.0% Q4 2025 Mar 12, 2026
Ally Invest Advisors Inc. History Added to 952,375 28,199 1.95% 1.94% 55 +23,606 2.54% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 944,145 27,956 0.04% 0.05% 56 -12,133 -1.27% Q4 2025 Feb 11, 2026
Tradition Wealth Management, LLC History Reduced 934,474 27,669 1.99% 2.03% 57 -7,974 -0.85% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 878,859 26,023 0.0% 0.0% 58 +45,603 5.47% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 875,261 25,916 0.46% 0.06% 59 +789,636 922.2% Q4 2025 Feb 06, 2026
Persium Advisors, LLC History Added to 845,184 25,025 18.06% 17.75% 60 +23,520 2.86% Q4 2025 Jan 21, 2026
RAYMOND JAMES FINANCIAL INC History Added to 842,188 24,937 0.01% 0.01% 61 +290,764 52.73% Q4 2025 Feb 18, 2026
Merit Financial Group, LLC History Reduced 802,671 23,767 0.19% 0.22% 62 -12,321 -1.51% Q4 2025 Jan 26, 2026
SAGE FINANCIAL GROUP INC History Added to 781,637 23,144 1.53% 1.54% 63 +2,665 0.34% Q4 2025 Jan 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 772,039 22,860 0.06% 0.05% 64 +100,881 15.03% Q4 2025 Feb 05, 2026
Meriwether Wealth & Planning, LLC History Added to 763,768 22,615 12.75% 12.41% 65 +28,226 3.84% Q4 2025 Jan 14, 2026
Noble Family Wealth, LLC History Reduced 729,490 21,600 4.55% 4.71% 66 -3,833 -0.52% Q4 2025 Jan 07, 2026
Focus Financial Network, Inc. History Reduced 714,681 21,161 0.74% 0.77% 67 -25,803 -3.48% Q4 2025 Jan 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 708,702 20,984 0.26% 0.28% 68 -68,406 -8.8% Q4 2025 Jan 21, 2026
ROYAL BANK OF CANADA History New 702,454 20,800 0.0% — 69 +702,454 New Q4 2025 Feb 17, 2026
USAdvisors Wealth Management, LLC History Added to 700,116 20,730 6.83% 6.39% 70 +63,563 9.99% Q4 2025 Feb 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 697,653 20,657 0.31% 0.33% 71 -22,205 -3.08% Q4 2025 Jan 22, 2026
Ethos Financial Group, LLC History Added to 682,207 20,200 1.49% 1.54% 72 +6,318 0.93% Q4 2025 Jan 20, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 680,325 20,144 6.98% 6.93% 73 +30,716 4.73% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 672,855 19,923 0.01% 0.01% 74 -11,245 -1.64% Q4 2025 Feb 10, 2026
Seneca Financial Advisors LLC History Added to 652,944 19,333 5.88% 6.03% 75 +18,214 2.87% Q4 2025 Jan 26, 2026
LCNB CORP History Reduced 652,830 19,330 6.48% 6.65% 76 -228 -0.03% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 651,288 19,284 0.02% 0.01% 77 +379,690 139.8% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 650,150 19,250 0.04% 0.04% 78 -5,797 -0.88% Q4 2025 Feb 17, 2026
Cornerstone Wealth Advisors, Inc. History Added to 628,884 18,621 4.33% 4.21% 79 +30,774 5.15% Q4 2025 Jan 14, 2026
Denver PWM, LLC History No change 661,822 18,312 6.12% 5.71% 80 0 0.0% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Added to 613,657 18,170 0.33% 0.36% 81 +11,685 1.94% Q4 2025 Jan 16, 2026
Kestra Advisory Services, LLC History Added to 607,977 18,002 0.07% 0.08% 82 +18,776 3.19% Q4 2025 Feb 13, 2026
Northeast Financial Group, Inc. History Added to 606,420 17,957 4.06% 4.28% 83 +15,821 2.68% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 603,074 17,857 1.06% 0.87% 84 -7,388 -1.21% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 599,323 17,745 0.38% 0.39% 85 -7,011 -1.16% Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History Added to 597,832 17,701 5.44% 0.29% 86 +587,699 5799.85% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Reduced 585,383 17,333 0.14% 0.17% 87 -4,636 -0.79% Q4 2025 Feb 17, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 553,330 16,384 3.42% 3.28% 88 +36,507 7.06% Q4 2025 Jan 22, 2026
Seek First Inc. History Added to 540,874 16,015 11.04% 11.16% 89 +7,970 1.5% Q4 2025 Jan 30, 2026
Payne Capital Management, LLC History Added to 529,661 15,683 4.95% 4.76% 90 +21,904 4.31% Q4 2025 Feb 02, 2026
Global Strategic Investment Solutions, LLC History Reduced 527,995 15,633 1.53% 1.55% 91 -7,155 -1.34% Q4 2025 Jan 29, 2026
Farther Finance Advisors, LLC History Added to 507,880 15,038 0.16% 0.18% 92 +108,980 27.32% Q4 2025 Jan 23, 2026
Martel Wealth Advisors Inc History Reduced 498,411 14,757 2.52% 2.57% 93 -4,849 -0.96% Q4 2025 Jan 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 485,323 14,370 0.02% 0.02% 94 -69,585 -12.54% Q4 2025 Feb 12, 2026
YANKCOM Partnership History Added to 470,368 13,927 5.92% 5.89% 95 +20,582 4.58% Q4 2025 Jan 20, 2026
rebel Financial LLC History New 468,644 13,876 5.93% — 96 +468,644 New Q4 2025 Mar 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 435,362 12,891 0.02% 0.02% 97 +88,829 25.63% Q4 2025 Feb 18, 2026
Peak Wealth Management LLC History New 427,656 12,662 10.58% — 98 +427,656 New Q4 2025 Feb 04, 2026
Investor's Fiduciary Advisor Network, LLC History New 426,852 12,639 2.71% — 99 +426,852 New Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History Added to 426,712 12,634 0.51% 0.5% 100 +271 0.06% Q4 2025 Jan 30, 2026
Goepper Burkhardt LLC History Reduced 425,609 12,602 4.11% 4.29% 101 -6,864 -1.59% Q4 2025 Feb 09, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 408,908 12,107 4.04% 4.2% 102 -1,972 -0.48% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History Added to 408,347 12,091 0.81% 0.43% 103 +193,261 89.85% Q4 2025 Feb 20, 2026
Allworth Financial LP History New 407,361 12,061 0.05% — 104 +407,361 New Q4 2025 Feb 05, 2026
RWA WEALTH PARTNERS, LLC History Reduced 389,535 11,534 0.13% 0.13% 105 -7,978 -2.01% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 387,372 11,470 0.03% 0.01% 106 +249,130 180.21% Q4 2025 Jan 26, 2026
James J. Burns & Company, LLC History Added to 386,593 11,447 1.58% 1.66% 107 +3,178 0.83% Q4 2025 Jan 23, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 385,600 11,417 3.46% 3.48% 108 -6,149 -1.57% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 383,747 11,362 0.2% 0.23% 109 -3,237 -0.84% Q4 2025 Jan 16, 2026
Align Financial, LLC History New 11,104 11,104 0.01% — 110 +11,104 New Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 362,965 10,747 0.48% 0.46% 111 -13,575 -3.61% Q4 2025 Feb 17, 2026
Diversified Portfolios, Inc. History Reduced 355,790 10,534 0.88% 1.0% 112 -31,821 -8.21% Q4 2025 Feb 09, 2026
Opes Wealth Management LLC History Added to 347,283 10,283 1.68% 1.74% 113 +2,069 0.6% Q4 2025 Feb 02, 2026
Bishop & Co Investment Management, LLC History Reduced 343,273 10,164 3.37% 3.34% 114 -1 -0.0% Q4 2025 Jan 21, 2026
WealthShield Partners, LLC History Reduced 341,425 10,109 1.11% 1.15% 115 -7,181 -2.06% Q4 2025 Feb 03, 2026
Fiduciary Alliance LLC History Reduced 334,913 9,916 0.65% 0.65% 116 -276 -0.08% Q4 2025 Jan 22, 2026
Harbor Group, Inc. History Reduced 332,195 9,836 1.47% 1.54% 117 -416 -0.13% Q4 2025 Jan 12, 2026
White Pine Investment CO History Added to 328,528 9,728 2.29% 2.25% 118 +2,170 0.66% Q4 2025 Jan 28, 2026
CDKV HOLDINGS LLC History New 323,931 9,591 8.02% — 119 +323,931 New Q4 2025 Feb 17, 2026
Independent Solutions Wealth Management, LLC History Reduced 313,096 9,270 1.7% 1.64% 120 -3,881 -1.22% Q4 2025 Feb 05, 2026
HBK Sorce Advisory LLC History Reduced 288,335 9,252 0.21% 0.21% 121 -1,806 -0.62% Q4 2025 Feb 09, 2026
Friday Financial History Added to 310,266 9,186 3.24% 3.37% 122 +33,949 12.29% Q4 2025 Jan 09, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 292,319 8,655 0.98% 1.01% 123 -1,102 -0.38% Q4 2025 Feb 12, 2026
Thrive Wealth Management, LLC History Added to 291,573 8,633 1.27% 1.25% 124 +7,036 2.47% Q4 2025 Jan 12, 2026
May Barnhard Investments LLC History Reduced 283,449 8,392 3.97% 4.14% 125 -23,089 -7.53% Q4 2025 Jan 28, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 282,804 8,373 3.57% 3.51% 126 +1,906 0.68% Q4 2025 Jan 22, 2026
Game Plan Financial Advisors, LLC History Reduced 255,622 8,338 3.35% 3.46% 127 -6,243 -2.38% Q4 2025 Jan 14, 2026
Visionary Wealth Advisors History Added to 279,711 8,282 0.37% 0.32% 128 +44,238 18.79% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 277,220 8,208 0.26% 0.26% 129 +2,407 0.88% Q4 2025 Jan 30, 2026
Weinberger Asset Management, Inc History Reduced 276,119 8,175 2.95% 3.11% 130 -18,819 -6.38% Q4 2025 Feb 09, 2026
SteelPeak Wealth, LLC History New 275,642 8,161 0.27% — 131 +275,642 New Q4 2025 Jan 20, 2026
Courage Miller Partners, LLC History Reduced 271,995 8,053 2.43% 2.4% 132 -3,199 -1.16% Q4 2025 Jan 26, 2026
Ackerman Capital Advisors, LLC History Reduced 263,728 7,808 1.57% 2.53% 133 -151,099 -36.42% Q4 2025 Feb 11, 2026
Per Stirling Capital Management, LLC. History Added to 262,094 7,760 0.87% 0.88% 134 +8,050 3.17% Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 256,676 7,600 0.33% 0.3% 135 +17,600 7.36% Q4 2025 Feb 17, 2026
Plus Group Wealth Advisors LLC History New 255,245 7,557 8.38% — 136 +255,245 New Q4 2025 Feb 05, 2026
Gladstone Institutional Advisory LLC History Added to 253,720 7,512 0.28% 0.28% 137 +503 0.2% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 250,995 7,431 0.09% 0.09% 138 -12,863 -4.87% Q4 2025 Jan 15, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 245,780 7,277 5.05% 4.45% 139 +43,171 21.31% Q4 2025 Jan 23, 2026
Savvy Advisors, Inc. History Added to 244,641 7,243 0.23% 0.28% 140 +35,864 17.18% Q4 2025 Jan 20, 2026
Baring Financial LLC History New 231,950 6,868 4.18% — 141 +231,950 New Q4 2025 Jan 07, 2026
US BANCORP \DE\ History Reduced 229,945 6,808 0.01% 0.01% 142 -28,248 -10.94% Q4 2025 Jan 30, 2026
FMR LLC History Added to 226,204 6,697 0.0% 0.0% 143 +11,821 5.51% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 225,832 6,686 0.03% — 144 +225,832 New Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 221,950 6,571 0.03% 0.03% 145 +4,717 2.17% Q4 2025 Feb 17, 2026
LOWERY THOMAS, LLC History Reduced 221,889 6,570 3.71% 3.76% 146 -1,807 -0.81% Q4 2025 Jan 26, 2026
Cadence Wealth Management LLC History Added to 221,059 6,545 3.16% 3.17% 148 +12,846 6.17% Q4 2025 Feb 06, 2026
ProVise Management Group, LLC History Reduced 221,070 6,545 0.47% 0.48% 147 -2,276 -1.02% Q4 2025 Jan 29, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 220,061 6,516 3.54% 3.54% 149 +4,037 1.87% Q4 2025 Feb 05, 2026
Sun Financial Inc History New 219,992 6,513 3.63% — 150 +219,992 New Q4 2025 Feb 02, 2026
Curtis Advisory Group, LLC History Added to 217,320 6,434 1.35% 1.33% 151 +15,021 7.43% Q4 2025 Jan 23, 2026
Ifrah Financial Services, Inc. History Reduced 216,543 6,411 1.65% 1.64% 152 -164 -0.08% Q4 2025 Jan 22, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 213,781 6,330 2.57% 2.62% 153 -2,581 -1.19% Q4 2025 Feb 11, 2026
Valpey Financial Services, LLC History Added to 211,120 6,251 3.99% 3.95% 154 +3,675 1.77% Q4 2025 Mar 04, 2026
Orion Porfolio Solutions, LLC History Added to 209,227 6,195 0.05% 0.05% 155 +807 0.39% Q4 2025 Feb 12, 2026
Avant Capital LLC History Added to 208,309 6,168 4.23% 4.17% 156 +4,741 2.33% Q4 2025 Feb 13, 2026
Arnold Financial Planning LLC History New 207,609 6,147 6.34% — 157 +207,609 New Q4 2025 Jan 27, 2026
Glassman Wealth Services History No change 205,333 6,079 0.82% 0.84% 158 0 0.0% Q4 2025 Jan 28, 2026
Vestmark Advisory Solutions, Inc. History New 203,138 6,014 0.08% — 159 +203,138 New Q4 2025 Feb 06, 2026
Columbus Macro, LLC History Reduced 201,872 5,977 0.65% 0.77% 160 -29,712 -12.83% Q4 2025 Jan 15, 2026
Summit Financial, LLC History Added to 201,351 5,962 0.09% 0.09% 161 +3,897 1.97% Q4 2025 Feb 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 200,546 5,938 3.48% 3.53% 162 -7,575 -3.64% Q4 2025 Jan 21, 2026
Lighthouse Wealth Management Inc. History Added to 200,153 5,926 4.05% 4.37% 163 +15,042 8.13% Q4 2025 Jan 15, 2026
Brand Asset Management Group, Inc. History Reduced 199,582 5,909 1.65% 1.77% 164 -16,413 -7.6% Q4 2025 Feb 11, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 198,395 5,874 1.77% 1.8% 165 +1,125 0.57% Q4 2025 Jan 30, 2026
Integrated Wealth Concepts LLC History Reduced 196,333 5,813 0.07% 0.07% 166 -59,829 -23.36% Q4 2025 Feb 13, 2026
SpringVest Wealth Management LLC History Added to 191,684 5,675 3.95% 4.08% 167 +933 0.49% Q4 2025 Jan 23, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 190,559 5,642 1.53% 1.72% 168 -821 -0.43% Q4 2025 Feb 10, 2026
Werba Rubin Papier Wealth Management History Reduced 189,715 5,617 1.52% 0.94% 169 -10,238 -5.12% Q4 2025 Jan 27, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 189,046 5,597 0.61% 0.61% 170 +3,942 2.13% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 188,450 5,579 0.0% 0.0% 171 +138,818 279.69% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 186,219 5,513 0.03% — 172 +186,219 New Q4 2025 Feb 18, 2026
Capital Advisors Wealth Management, LLC History Added to 182,749 5,411 0.74% 0.74% 173 +4,709 2.64% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Added to 182,695 5,409 0.03% 0.01% 174 +146,908 410.51% Q4 2025 Jan 29, 2026
Westbourne Investment Advisors, Inc. History Added to 182,615 5,407 1.49% 1.41% 175 +8,916 5.13% Q4 2025 Jan 23, 2026
Main Street Financial Solutions, LLC History Reduced 182,431 5,401 0.4% 0.35% 176 -5,471 -2.91% Q4 2025 Feb 17, 2026
Leeward Financial Partners, LLC History Reduced 177,656 5,260 1.48% 1.48% 177 -1,394 -0.78% Q4 2025 Feb 09, 2026
Rinkey Investments History No change 175,707 5,202 1.32% 1.36% 178 0 0.0% Q4 2025 Feb 04, 2026
Apex Wealth Management, LLC History Added to 166,898 5,167 5.25% 3.23% 179 +11,843 7.64% Q4 2025 Jan 26, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 173,917 5,149 4.25% 4.53% 180 -15,862 -8.36% Q4 2025 Feb 13, 2026
Grey Fox Wealth Advisors, LLC History Reduced 172,431 5,105 1.05% 1.08% 181 -9,236 -5.08% Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History Added to 171,739 5,085 0.18% 0.18% 182 +7,931 4.84% Q4 2025 Feb 04, 2026
Stratos Wealth Partners, LTD. History Added to 168,482 4,988 0.06% 0.04% 183 +52,912 45.78% Q4 2025 Jan 20, 2026
Baird Financial Group, Inc. History Added to 164,492 4,870 0.01% 0.01% 184 +4,129 2.57% Q4 2025 Feb 13, 2026
New Hampshire Trust History Added to 163,773 4,849 0.94% 0.46% 185 +82,254 100.9% Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History Reduced 160,813 4,846 0.49% 0.5% 186 -2,306 -1.41% Q4 2025 Jan 12, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 161,510 4,782 1.26% 1.25% 187 +8,383 5.47% Q4 2025 Feb 06, 2026
Embree Financial Group History Reduced 160,514 4,752 0.58% 0.65% 188 -5,235 -3.16% Q4 2025 Jan 14, 2026
Dakota Wealth Management History Added to 160,365 4,748 0.08% 0.09% 189 +2,452 1.55% Q4 2025 Jan 13, 2026
Coastwise Capital Group, LLC History Added to 158,016 4,678 2.34% 3.18% 190 +2,656 1.71% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 157,532 4,664 0.03% 0.03% 191 +1,277 0.82% Q4 2025 Feb 03, 2026
Newman Dignan & Sheerar, Inc. History Reduced 156,883 4,645 0.97% 0.99% 192 -854 -0.54% Q4 2025 Jan 22, 2026
One Capital Management, LLC History Reduced 156,831 4,643 0.14% 0.17% 193 -29,251 -15.72% Q4 2025 Feb 10, 2026
Retirement Investment Advisors, Inc. History Added to 155,871 4,615 0.37% 0.35% 194 +11,331 7.84% Q4 2025 Jan 21, 2026
Golden Bell Financial Planning LLC History Reduced 152,569 4,517 3.76% 3.93% 195 -3,001 -1.93% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Reduced 150,343 4,451 0.02% 0.02% 196 -275 -0.18% Q4 2025 Feb 18, 2026
WARNER FINANCIAL, INC History Added to 149,899 4,438 1.54% 1.54% 197 +7,926 5.58% Q4 2025 Jan 21, 2026
KPP Advisory Services LLC History Added to 145,899 4,320 0.63% 0.57% 198 +14,477 11.02% Q4 2025 Feb 02, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 145,228 4,300 0.63% 0.63% 199 +3,154 2.22% Q4 2025 Feb 09, 2026
OneAscent Financial Services LLC History New 144,180 4,269 0.39% — 200 +144,180 New Q4 2025 Feb 11, 2026
Affinity Capital Advisors, LLC History Reduced 143,014 4,234 0.59% 0.67% 201 -5,637 -3.79% Q4 2025 Jan 09, 2026
DDD Partners, LLC History Added to 141,851 4,200 0.27% 0.25% 202 +4,832 3.53% Q4 2025 Jan 22, 2026
Nadler Financial Group, Inc. History Reduced 141,719 4,196 0.39% 0.4% 203 -1,560 -1.09% Q4 2025 Jan 28, 2026
Sightline Wealth Advisors, LLC History Added to 141,464 4,188 1.78% 0.17% 204 +128,368 980.21% Q4 2025 Jan 26, 2026
LifePlan Investment Advisors, Inc. History Added to 134,753 3,990 1.62% 1.62% 205 +2,225 1.68% Q4 2025 Feb 09, 2026
RKL Wealth Management LLC History Reduced 133,347 3,948 0.32% 0.35% 206 -5,859 -4.21% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 133,246 3,945 0.19% 0.24% 207 -575 -0.43% Q4 2025 Jan 28, 2026
BCS Wealth Management History Added to 131,958 3,907 0.39% 0.47% 208 +60,489 84.64% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Added to 129,316 3,829 0.0% 0.0% 209 +1,878 1.47% Q4 2025 Feb 13, 2026
Everhart Financial Group, Inc. History Reduced 129,225 3,826 0.35% 0.47% 210 -33,435 -20.56% Q4 2025 Jan 07, 2026
Vise Technologies, Inc. History Added to 128,792 3,813 0.07% 0.12% 211 +21,489 20.03% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 128,457 3,803 0.01% 0.0% 212 +87,869 216.49% Q4 2025 Feb 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 127,211 3,766 0.32% 0.32% 213 0 0.0% Q4 2025 Feb 03, 2026
Modera Wealth Management, LLC History Reduced 125,498 3,715 0.04% 0.04% 214 -90 -0.07% Q4 2025 Jan 21, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 125,136 3,705 0.15% 0.14% 215 +6,759 5.71% Q4 2025 Feb 09, 2026
Cassady Wealth & Retirement Planning, LLC History New 124,023 3,672 2.39% — 216 +124,023 New Q4 2025 Apr 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 123,576 3,659 0.07% 0.07% 217 -2,730 -2.16% Q4 2025 Jan 07, 2026
Barden Capital Management, Inc. History Added to 123,435 3,654 3.0% 2.79% 218 +8,278 7.19% Q4 2025 Jan 06, 2026
Diversified Enterprises, LLC History Added to 120,722 3,574 0.21% 0.18% 219 +26,420 28.02% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Added to 120,466 3,566 0.04% 0.04% 220 +25,970 27.48% Q4 2025 Feb 03, 2026
CERTUITY, LLC History Added to 120,104 3,556 0.22% 0.14% 221 +49,864 70.99% Q4 2025 Jan 30, 2026
Apriem Advisors History Reduced 118,825 3,518 0.32% 0.35% 222 -9,232 -7.21% Q4 2025 Feb 13, 2026
Joseph Group Capital Management History Reduced 116,824 3,459 0.91% 1.0% 223 -5,158 -4.23% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Reduced 116,607 3,452 0.0% 0.0% 224 -539 -0.46% Q4 2025 Feb 02, 2026
Allen Capital Group, LLC History Added to 113,821 3,370 0.31% 0.29% 225 +9,755 9.37% Q4 2025 Feb 09, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 113,800 3,369 1.68% 1.98% 226 -22,543 -16.53% Q4 2025 Jan 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 113,397 3,357 0.14% 0.15% 227 -7,288 -6.04% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Added to 113,320 3,321 0.01% 0.01% 228 +14,871 15.11% Q4 2025 Feb 10, 2026
Altus Wealth Group LLC History Reduced 110,799 3,280 1.31% 1.49% 229 -13,525 -10.88% Q4 2025 Feb 13, 2026
IVC Wealth Advisors LLC History Added to 110,052 3,258 1.42% 1.4% 230 +2,589 2.41% Q4 2025 Jan 16, 2026
CYPRESS FINANCIAL PLANNING LLC History New 109,891 3,253 0.9% — 231 +109,891 New Q4 2025 Jan 14, 2026
Advisory Services Network, LLC History Added to 105,619 3,127 0.04% 0.04% 232 +1,167 1.12% Q4 2025 Feb 17, 2026
Compass Advisory Group LLC History Added to 105,234 3,115 0.84% 0.85% 233 +1,358 1.31% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Reduced 104,909 3,106 0.1% 0.09% 234 -5,299 -4.81% Q4 2025 Jan 09, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 104,919 3,106 1.36% 1.37% 235 +308 0.29% Q4 2025 Feb 05, 2026
Mill Creek Capital Advisors, LLC History Reduced 104,285 3,087 0.06% 0.1% 238 -56,642 -35.2% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 103,457 3,087 0.04% 0.04% 237 +642 0.62% Q4 2025 Jan 23, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 104,277 3,087 0.19% 0.2% 236 +192 0.18% Q4 2025 Jan 21, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 102,806 3,044 0.0% 0.0% 239 +44,638 76.74% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 102,484 3,034 0.02% 0.02% 240 -343 -0.33% Q4 2025 Jan 28, 2026
ZynergyRetirementPlanningLLC History Reduced 101,806 3,014 1.85% 1.87% 241 -222 -0.22% Q4 2025 Jan 09, 2026
Ameritas Advisory Services, LLC History Added to 99,991 2,960 0.11% 0.01% 243 +94,169 1617.47% Q4 2025 Feb 04, 2026
Steele Capital Management, Inc. History Reduced 99,976 2,960 0.13% 0.14% 242 -8,108 -7.5% Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 96,968 2,871 0.0% 0.0% 244 +14,325 17.33% Q4 2025 Feb 17, 2026
UNIQUE WEALTH, LLC History Reduced 96,583 2,859 0.4% 0.42% 245 -1,187 -1.21% Q4 2025 Jan 06, 2026
Murphy & Mullick Capital Management Corp History Added to 96,125 2,846 2.05% 2.06% 246 +766 0.8% Q4 2025 Feb 10, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 94,018 2,805 0.19% 0.11% 247 +44,764 90.88% Q4 2025 Jan 15, 2026
M3 Advisory Group, LLC History Added to 93,527 2,769 1.69% 1.69% 248 +264 0.28% Q4 2025 Jan 16, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 91,593 2,712 0.05% 0.06% 249 -9,421 -9.33% Q4 2025 Feb 05, 2026
Broadview Financial Management, LLC History Added to 90,704 2,685 1.8% 1.77% 250 +486 0.54% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 90,349 2,675 0.0% 0.0% 251 +16,077 21.65% Q4 2025 Mar 09, 2026
EVOKE WEALTH, LLC History No change 88,290 2,614 0.05% 0.05% 252 0 0.0% Q4 2025 Feb 06, 2026
Cambridge Financial Group, LLC History Added to 95,145 2,576 0.9% 0.82% 253 +7,336 8.35% Q4 2025 Jan 09, 2026
Clearstead Advisors, LLC History Added to 85,324 2,526 0.03% 0.03% 254 +2,665 3.22% Q4 2025 Feb 09, 2026
FAGAN ASSOCIATES, INC. History Reduced 84,785 2,510 0.33% 0.35% 255 -1,732 -2.0% Q4 2025 Jan 30, 2026
Apella Capital, LLC History Reduced 84,502 2,502 0.05% 0.05% 256 -331 -0.39% Q4 2025 Jan 21, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 83,962 2,486 0.72% 0.72% 257 -167 -0.2% Q4 2025 Feb 12, 2026
Amicus Financial Advisors, LLC History New 83,891 2,484 0.69% — 258 +83,891 New Q4 2025 Mar 02, 2026
Tortoise Investment Management, LLC History Reduced 83,497 2,472 0.22% 0.22% 259 -737 -0.87% Q4 2025 Feb 06, 2026
Stratos Wealth Advisors, LLC History Reduced 82,893 2,454 0.12% 0.12% 260 -23 -0.03% Q4 2025 Jan 20, 2026
Concurrent Investment Advisors, LLC History Reduced 82,634 2,446 0.03% 0.04% 261 -1,703 -2.02% Q4 2025 Jan 29, 2026
ASSETMARK, INC History Added to 82,518 2,443 0.0% 0.0% 262 +31,695 62.36% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Added to 81,419 2,410 0.06% 0.05% 263 +9,976 13.96% Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History Reduced 80,452 2,382 0.05% 0.06% 264 -2,476 -2.99% Q4 2025 Feb 13, 2026
Wilkins Miller Wealth Management, LLC History Added to 80,195 2,374 1.41% 1.42% 265 +1,373 1.74% Q4 2025 Jan 21, 2026
Pinnacle Family Advisors, LLC History Reduced 80,002 2,368 1.04% 1.03% 266 -1,021 -1.26% Q4 2025 Feb 17, 2026
Weaver Capital Management LLC History Reduced 79,726 2,360 0.5% 0.52% 267 -2,604 -3.16% Q4 2025 Jan 22, 2026
RIVERSEDGE ADVISORS, LLC History Added to 79,239 2,346 0.38% 0.38% 268 +385 0.49% Q4 2025 Jan 07, 2026
Pure Financial Advisors, LLC History Reduced 79,106 2,342 0.43% 0.04% 269 -249 -0.31% Q4 2025 Mar 04, 2026
Secure Asset Management, LLC History Added to 78,846 2,334 0.37% 0.25% 270 +26,414 50.38% Q4 2025 Jan 20, 2026
AE Wealth Management LLC History Reduced 78,341 2,319 0.01% 0.02% 271 -12,066 -13.35% Q4 2025 Jan 26, 2026
Elgethun Capital Management History Added to 78,257 2,317 0.4% 0.4% 272 +2,723 3.6% Q4 2025 Feb 10, 2026
Quantum Portfolio Management LLC History Reduced 77,349 2,290 1.01% 1.71% 273 -120,693 -60.94% Q4 2025 Feb 12, 2026
Regal Investment Advisors LLC History Reduced 76,572 2,267 0.14% 0.15% 274 -376 -0.49% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History Added to 75,759 2,243 0.13% 0.13% 275 +3,575 4.95% Q4 2025 Jan 27, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 75,726 2,242 0.05% 0.05% 276 -2,079 -2.67% Q4 2025 Feb 13, 2026
Aspen Grove Capital, LLC History Reduced 75,672 2,240 0.39% 0.38% 277 -1,233 -1.6% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 165,559 2,230 0.05% 0.09% 278 +11,863 7.72% Q4 2025 Feb 11, 2026
Financial Strategies Group, Inc. History Reduced 72,183 2,200 0.4% 0.4% 279 -955 -1.31% Q4 2025 Feb 05, 2026
EverSource Wealth Advisors, LLC History Reduced 73,252 2,168 0.08% 0.09% 280 -7,037 -8.76% Q4 2025 Feb 06, 2026
MYECFO, LLC History Added to 72,940 2,159 0.92% 0.92% 281 +3,740 5.4% Q4 2025 Jan 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 72,774 2,154 0.0% 0.0% 282 +41,147 130.1% Q4 2025 Feb 17, 2026
BCWM, LLC History Added to 71,313 2,111 0.63% 0.6% 283 +3,000 4.39% Q4 2025 Feb 11, 2026
DUNCKER STREETT & CO INC History Added to 71,185 2,107 0.37% 0.36% 284 +235 0.33% Q4 2025 Jan 27, 2026
Monetary Solutions, Ltd History New 70,176 2,077 2.05% — 285 +70,176 New Q4 2025 Feb 23, 2026
Bleakley Financial Group, LLC History Added to 69,324 2,052 0.04% 0.05% 286 +1,433 2.11% Q4 2025 Feb 09, 2026
Twin Cities Retirement Group LLC History New 68,004 2,013 1.94% — 287 +68,004 New Q4 2025 Feb 09, 2026
Asset Dedication, LLC History Reduced 67,883 2,010 0.13% 0.14% 288 -4,606 -6.35% Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Added to 67,373 1,994 0.01% 0.01% 289 +135 0.2% Q4 2025 Feb 13, 2026
Emerald Advisors, LLC History Reduced 67,095 1,986 0.27% 0.26% 290 -4 -0.01% Q4 2025 Jan 27, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 66,702 1,975 1.33% 1.26% 291 -46 -0.07% Q4 2025 Jan 26, 2026
Asset One Wealth Management LLC History New 62,082 1,947 0.27% — 293 +62,082 New Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Reduced 65,782 1,947 0.06% 0.07% 292 -575 -0.87% Q4 2025 Feb 03, 2026
Clear Retirement Advice LLC History New 61,245 1,934 1.5% — 294 +61,245 New Q4 2025 Feb 24, 2026
SAX WEALTH ADVISORS, LLC History Added to 64,958 1,923 0.09% 0.05% 295 +32,044 97.36% Q4 2025 Jan 12, 2026
Janney Montgomery Scott LLC History Added to 64,591 1,913 0.0% 0.0% 296 +4,416 7.34% Q4 2025 Feb 11, 2026
ZACKS INVESTMENT MANAGEMENT History New 64,347 1,905 0.01% — 297 +64,347 New Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History Reduced 64,282 1,903 1.37% 1.53% 298 -13,424 -17.28% Q4 2025 Mar 12, 2026
Index Technologies Group LLC History New 63,639 1,884 1.97% — 299 +63,639 New Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 63,366 1,876 0.03% 0.03% 300 +5 0.01% Q4 2025 Feb 02, 2026
Stewardship Advisors, LLC History Added to 63,073 1,867 0.43% 0.42% 301 +1,998 3.27% Q4 2025 Jan 15, 2026
Net Worth Advisory Group History New 62,942 1,863 0.38% — 302 +62,942 New Q4 2025 Jan 14, 2026
IFP Advisors, Inc History Reduced 62,782 1,858 0.04% 0.05% 303 -1,445 -2.25% Q4 2025 Feb 06, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 62,255 1,843 0.21% 0.21% 304 -158 -0.25% Q4 2025 Jan 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 61,074 1,808 0.03% 0.04% 305 -2,461 -3.87% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 60,812 1,800 0.04% 0.06% 306 -16,402 -21.24% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Reduced 60,576 1,793 0.03% 0.03% 307 -1,034 -1.68% Q4 2025 Jan 22, 2026
CGN Advisors LLC History Added to 60,538 1,792 0.14% 0.14% 308 +2,236 3.84% Q4 2025 Jan 05, 2026
AVITY INVESTMENT MANAGEMENT INC. History No change 60,036 1,777 0.12% 0.12% 309 0 0.0% Q4 2025 Jan 13, 2026
Parallel Advisors, LLC History Added to 58,560 1,733 0.03% 0.03% 310 +49 0.08% Q4 2025 Feb 11, 2026
K2 Financial Inc. History Added to 56,962 1,729 1.34% 1.28% 311 +1,666 3.01% Q4 2025 Jan 22, 2026
Schaeffer Financial LLC History Reduced 57,020 1,688 1.47% 2.55% 312 -39,715 -41.06% Q4 2025 Jan 30, 2026
Maia Wealth LLC History Added to 52,649 1,676 0.29% 0.26% 313 +471 0.9% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Added to 55,809 1,652 0.05% 0.04% 314 +5,308 10.51% Q4 2025 Jan 20, 2026
Bigelow Investment Advisors, LLC History Reduced 55,547 1,644 0.64% 0.69% 315 -3,703 -6.25% Q4 2025 Jan 28, 2026
Cornerstone Wealth Management, LLC History Added to 54,989 1,628 0.08% 0.08% 316 +5,781 11.75% Q4 2025 Feb 05, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 54,883 1,625 0.08% 0.08% 317 +1,836 3.46% Q4 2025 Feb 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 54,608 1,616 0.16% 0.16% 318 0 0.0% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 53,509 1,584 0.03% 0.01% 319 +36,092 207.22% Q4 2025 Feb 03, 2026
BlackRock, Inc. History Added to 53,322 1,578 0.0% 0.0% 320 +31,105 140.01% Q4 2025 Feb 12, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 53,194 1,575 0.09% 0.09% 321 +5,733 12.08% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Reduced 52,649 1,558 0.07% 0.08% 322 -2,172 -3.96% Q4 2025 Feb 06, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 48,561 1,557 0.6% 0.51% 323 +8,263 20.5% Q4 2025 Feb 12, 2026
ETF Store, Inc. History Added to 52,307 1,548 1.58% 1.59% 324 +828 1.61% Q4 2025 Jan 22, 2026
Ballast Financial Advisors LLC History New 52,155 1,544 1.59% — 325 +52,155 New Q4 2025 Feb 17, 2026
Keel Point, LLC History Reduced 51,458 1,523 0.09% 0.1% 326 -3,480 -6.33% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 51,302 1,519 0.01% 0.01% 327 +1,220 2.44% Q4 2025 Feb 11, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 50,469 1,494 0.68% 2.84% 328 -226,987 -81.81% Q4 2025 Jan 23, 2026
Sovran Advisors, LLC History Added to 48,307 1,494 0.13% 0.07% 329 +18,995 64.8% Q4 2025 Jan 20, 2026
William Mack & Associates, Inc. History Reduced 49,985 1,480 0.7% 0.79% 330 -262 -0.52% Q4 2025 Feb 09, 2026
KEB ASSET MANAGEMENT, LLC History Added to 49,013 1,451 0.29% 0.32% 331 +271 0.56% Q4 2025 Jan 09, 2026
Continuum Advisory, LLC History Added to 48,714 1,442 0.14% 0.15% 332 +859 1.8% Q4 2025 Feb 11, 2026
Long Island Wealth Management, Inc. History Added to 48,569 1,438 0.68% 0.67% 333 +949 1.99% Q4 2025 Jan 21, 2026
ALTFEST L J & CO INC History Reduced 48,194 1,427 0.16% 0.16% 334 -740 -1.51% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Reduced 47,704 1,412 0.0% 0.0% 335 -2,058 -4.14% Q4 2025 Mar 16, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 47,600 1,409 0.0% 0.01% 336 -101,200 -68.01% Q4 2025 Feb 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 47,562 1,408 0.3% 0.28% 337 +3,702 8.44% Q4 2025 Jan 26, 2026
Geneos Wealth Management Inc. History Added to 47,496 1,406 0.03% 0.03% 338 +7,524 18.82% Q4 2025 Jan 28, 2026
KELLY FINANCIAL GROUP LLC History Reduced 47,440 1,404 0.36% 0.37% 339 -1,118 -2.3% Q4 2025 Jan 23, 2026
IHT Wealth Management, LLC History Reduced 47,386 1,403 0.03% 0.06% 340 -35,371 -42.74% Q4 2025 Feb 17, 2026
BCGM Wealth Management, LLC History Added to 47,323 1,401 0.36% 0.35% 341 +1,264 2.74% Q4 2025 Jan 07, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Reduced 47,051 1,393 0.32% 0.33% 342 -793 -1.66% Q4 2025 Jan 23, 2026
Meramec Financial Planners, LLC History New 43,255 1,388 0.54% — 344 +43,255 New Q4 2025 Feb 10, 2026
SOL Capital Management CO History Added to 46,889 1,388 0.12% 0.12% 343 +475 1.02% Q4 2025 Jan 30, 2026
Avidian Wealth Enterprises, LLC History Reduced 46,860 1,387 0.05% 0.05% 345 -504 -1.06% Q4 2025 Feb 02, 2026
United Advisor Group, LLC History Added to 46,652 1,381 0.17% 0.18% 346 +1,679 3.73% Q4 2025 Jan 26, 2026
Cassaday & Co Wealth Management LLC History Added to 46,434 1,374 0.03% 0.03% 347 +20 0.04% Q4 2025 Feb 03, 2026
Creekside Partners History Added to 46,010 1,362 0.58% 0.59% 348 +170 0.37% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 45,683 1,352 0.01% 0.01% 349 +5,301 13.13% Q4 2025 Feb 17, 2026
True North Advisors, LLC History New 45,641 1,351 0.17% — 350 +45,641 New Q4 2025 Jan 22, 2026
Chicago Partners Investment Group LLC History Added to 43,844 1,349 0.03% 0.02% 351 +11,299 34.72% Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History Reduced 45,347 1,342 0.01% 0.01% 352 -7 -0.02% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 44,981 1,331 0.03% 0.03% 353 +1 0.0% Q4 2025 Feb 04, 2026
Seed Wealth Management, Inc. History Reduced 44,930 1,330 0.92% 0.9% 354 -70 -0.16% Q4 2025 Jan 21, 2026
Equitable Holdings, Inc. History Reduced 44,820 1,327 0.01% 0.01% 355 -106 -0.24% Q4 2025 Feb 17, 2026
CONDOR CAPITAL MANAGEMENT History Added to 44,115 1,306 0.11% 0.11% 356 +4 0.01% Q4 2025 Feb 06, 2026
VAN STRUM & TOWNE INC. History Added to 43,678 1,293 0.36% 0.31% 357 +7,899 22.08% Q4 2025 Feb 03, 2026
JMG Financial Group, Ltd. History Added to 42,933 1,271 0.04% 0.04% 358 +8 0.02% Q4 2025 Feb 10, 2026
Vanguard Capital Wealth Advisors History Added to 42,866 1,269 1.02% 0.99% 359 +333 0.78% Q4 2025 Jan 16, 2026
Inman Jager Wealth Management, LLC History Reduced 42,817 1,267 0.78% 0.89% 360 -5,221 -10.87% Q4 2025 Jan 26, 2026
L2 Asset Management, LLC History Added to 42,731 1,265 0.17% 0.11% 361 +16,323 61.81% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Added to 42,553 1,260 0.08% 0.08% 363 +423 1.0% Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History No change 42,558 1,260 0.12% 0.12% 362 0 0.0% Q4 2025 Feb 11, 2026
Gradient Capital Advisors, LLC History Reduced 42,527 1,259 0.32% 0.33% 364 -170 -0.4% Q4 2025 Feb 06, 2026
Advocacy Wealth Management, LLC History Reduced 42,186 1,249 0.05% 0.05% 365 -297 -0.7% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 41,548 1,230 0.0% 0.0% 366 -190,060 -82.06% Q4 2025 Mar 25, 2026
First County Bank /CT/ History Added to 41,548 1,230 0.64% 0.59% 367 +1,677 4.21% Q4 2025 Jan 14, 2026
Tactive Advisors, LLC History Added to 41,273 1,222 0.36% 0.29% 368 +5,845 16.5% Q4 2025 Jan 09, 2026
Haverford Trust Co History Added to 41,083 1,216 0.01% 0.01% 369 +372 0.91% Q4 2025 Feb 13, 2026
Knuff & Co LLC History No change 40,438 1,197 0.35% 0.34% 370 0 0.0% Q4 2025 Feb 04, 2026
Wedmont Private Capital History Added to 39,580 1,192 0.04% 0.02% 371 +22,684 134.26% Q4 2025 Jan 08, 2026
Modern Wealth Management, LLC History Added to 40,053 1,185 0.02% 0.01% 372 +17,607 78.44% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 39,882 1,180 0.0% 0.0% 373 +13,451 50.89% Q4 2025 Feb 06, 2026
COMERICA BANK History Added to 39,846 1,179 0.0% 0.0% 374 +15,194 61.63% Q4 2025 Jan 29, 2026
Wealthspire Retirement, LLC History Reduced 39,086 1,157 0.07% 0.08% 375 -1,754 -4.29% Q4 2025 Feb 18, 2026
Enclave Advisors LLC History Added to 38,881 1,151 0.16% 0.12% 376 +11,292 40.93% Q4 2025 Jan 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 38,760 1,147 0.19% 0.2% 377 +213 0.55% Q4 2025 Feb 11, 2026
Athena Investment Management History No change 38,510 1,140 0.58% 0.58% 378 0 0.0% Q4 2025 Feb 12, 2026
Waterford Advisors, LLC History Reduced 34,807 1,139 0.44% 1.5% 379 -114,567 -76.7% Q4 2025 Feb 20, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 38,370 1,136 0.59% — 381 +38,370 New Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Reduced 38,378 1,136 0.04% 0.04% 380 -965 -2.45% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Reduced 38,122 1,128 0.0% 0.0% 382 -3,408 -8.21% Q4 2025 Feb 17, 2026
HOEY INVESTMENTS, INC History Reduced 37,951 1,123 0.15% 0.15% 383 -30 -0.08% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Added to 37,724 1,117 0.01% 0.01% 384 +680 1.84% Q4 2025 Feb 02, 2026
SCS Capital Management LLC History Reduced 37,472 1,109 0.01% 0.02% 385 -21,457 -36.41% Q4 2025 Feb 10, 2026
Capital Investment Advisory Services, LLC History Added to 37,353 1,106 0.08% 0.07% 386 +5,560 17.49% Q4 2025 Jan 21, 2026
Diversify Advisory Services, LLC History Added to 35,652 1,103 0.03% 0.03% 387 +128 0.36% Q4 2025 Jan 23, 2026
J. Derek Lewis & Associates Inc. History New 36,312 1,075 0.25% — 388 +36,312 New Q4 2025 Mar 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 35,902 1,063 0.01% 0.02% 389 -547 -1.5% Q4 2025 Feb 10, 2026
NWAM LLC History Reduced 35,575 1,059 0.06% 0.06% 390 -1,159 -3.16% Q4 2025 Feb 04, 2026
Wescott Financial Advisory Group, LLC History New 35,130 1,040 0.09% — 391 +35,130 New Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Added to 34,883 1,032 0.05% 0.05% 392 +160 0.46% Q4 2025 Feb 13, 2026
Quadrant Private Wealth Management, LLC History Added to 34,600 1,024 0.17% 0.18% 393 +644 1.9% Q4 2025 Jan 26, 2026
BROWN BROTHERS HARRIMAN & CO History No change 34,200 1,012 0.01% 0.01% 394 0 0.0% Q4 2025 Feb 12, 2026
Thayer Financial, L.L.C. History New 34,092 1,009 1.07% — 396 +34,092 New Q4 2025 Jan 12, 2026
Bond & Devick Financial Network, Inc. History Reduced 34,080 1,009 0.28% 0.3% 395 -225 -0.66% Q4 2025 Jan 14, 2026
New Republic Capital, LLC History New 34,046 1,008 0.27% — 397 +34,046 New Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 33,886 1,003 0.0% — 398 +33,886 New Q4 2025 Feb 13, 2026
Chesapeake Wealth Management History Reduced 33,885 1,003 0.3% 0.31% 399 -1,495 -4.23% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History Added to 33,385 996 0.04% 0.04% 400 +10,129 43.55% Q4 2025 Feb 13, 2026
Hidden Cove Wealth Management, LLC History Reduced 33,204 983 0.64% 0.65% 401 -842 -2.47% Q4 2025 Feb 02, 2026
HUB Investment Partners, LLC History Added to 33,099 980 0.03% 0.01% 402 +25,242 321.27% Q4 2025 Feb 17, 2026
Verum Partners LLC History Reduced 33,104 980 0.2% 0.21% 403 -263 -0.79% Q4 2025 Jan 14, 2026
Ausdal Financial Partners, Inc. History Reduced 33,061 978 0.05% 0.05% 404 -3,664 -9.98% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Added to 33,002 977 0.07% 0.07% 405 +2,550 8.37% Q4 2025 Jan 26, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 32,903 974 0.15% 0.16% 406 -1,045 -3.08% Q4 2025 Jan 23, 2026
BFSG, LLC History Reduced 32,660 967 0.09% 0.09% 407 -284 -0.86% Q4 2025 Jan 22, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 32,644 966 0.48% 0.6% 408 -10,325 -24.03% Q4 2025 Feb 09, 2026
ARK & TLK INVESTMENTS, LLC History No change 32,559 964 0.27% 0.3% 409 0 0.0% Q4 2025 Feb 10, 2026
Atlas Wealth Partners, LLC History Reduced 32,439 960 1.06% 0.97% 410 -120 -0.37% Q4 2025 Jan 26, 2026
Kovack Advisors, Inc. History Reduced 32,215 953 0.04% 0.1% 411 -2,708 -7.75% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 32,094 950 0.01% 0.03% 412 -25,007 -43.79% Q4 2025 Jan 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 31,968 946 0.09% 0.1% 413 +9 0.03% Q4 2025 Jan 27, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 31,883 944 0.99% 0.94% 414 -802 -2.45% Q4 2025 Jan 20, 2026
Wealthcare Advisory Partners LLC History Reduced 31,633 936 0.02% 0.02% 415 -3,070 -8.85% Q4 2025 Jan 14, 2026
Indivisible Partners History New 31,385 929 0.1% — 416 +31,385 New Q4 2025 Feb 03, 2026
Red Door Wealth Management, LLC History Added to 31,358 928 0.1% 0.1% 417 +51 0.16% Q4 2025 Jan 20, 2026
Beaumont Financial Advisors, LLC History Reduced 31,302 926 0.06% 0.06% 418 -85 -0.27% Q4 2025 Jan 16, 2026
Sachetta, LLC History Reduced 30,746 910 0.5% 0.34% 419 -245 -0.79% Q4 2025 Feb 02, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 30,251 895 0.02% 0.02% 420 -2,027 -6.28% Q4 2025 Jan 07, 2026
CM WEALTH ADVISORS LLC History No change 30,066 890 0.2% 0.23% 421 0 0.0% Q4 2025 Jan 26, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 29,908 885 0.01% 0.02% 422 -1,910 -6.0% Q4 2025 Jan 28, 2026
Argos Wealth Advisors, LLC History New 29,844 883 0.24% — 423 +29,844 New Q4 2025 Feb 04, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 29,793 882 0.41% 0.42% 424 -755 -2.47% Q4 2025 Jan 22, 2026
D.A. DAVIDSON & CO. History No change 29,818 882 0.01% 0.01% 425 0 0.0% Q4 2025 Jan 29, 2026
Pacific Capital Wealth Advisors, Inc. History No change 29,725 880 0.15% 0.15% 426 0 0.0% Q4 2025 Jan 26, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 29,664 878 0.01% 0.01% 427 +291 0.99% Q4 2025 Feb 13, 2026
HAZLETT, BURT & WATSON, INC. History Added to 29,516 873 0.28% 0.3% 428 +215 0.73% Q4 2025 Feb 10, 2026
KELLEHER FINANCIAL ADVISORS History No change 29,220 865 0.2% 0.21% 429 0 0.0% Q4 2025 Jan 20, 2026
Joule Financial, LLC History Reduced 29,205 864 0.26% 0.34% 431 -9,447 -24.44% Q4 2025 Jan 20, 2026
AdvisorNet Financial, Inc History Reduced 29,193 864 0.05% 0.05% 430 -1,340 -4.39% Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History Added to 29,124 862 0.1% 0.08% 432 +4,592 18.72% Q4 2025 Jan 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 29,089 861 0.01% 0.01% 433 -7,351 -20.17% Q4 2025 Jan 22, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 28,802 852 0.1% 0.1% 434 +874 3.13% Q4 2025 Jan 26, 2026
Bernardo Wealth Planning LLC History Added to 28,791 852 0.16% 0.16% 435 +55 0.19% Q4 2025 Jan 26, 2026
Ironwood Financial, llc History Reduced 27,705 849 0.14% 0.15% 436 -1,013 -3.53% Q4 2025 Jan 15, 2026
GREENLEAF TRUST History No change 28,650 848 0.01% 0.01% 437 0 0.0% Q4 2025 Jan 21, 2026
BANK OF MONTREAL /CAN/ History Added to 28,292 837 0.0% 0.0% 438 +3,295 13.18% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 28,255 837 0.01% 0.01% 439 +419 1.51% Q4 2025 Jan 05, 2026
WPG Advisers, LLC History Added to 28,196 834 0.62% 0.63% 440 +89 0.32% Q4 2025 Jan 28, 2026
UMB Bank, n.a. History Added to 28,134 833 0.01% 0.01% 441 +1,683 6.36% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 28,053 830 0.0% 0.0% 442 +23,942 582.39% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Added to 27,986 828 0.06% 0.06% 443 +87 0.31% Q4 2025 Jan 13, 2026
Santori & Peters, Inc. History Added to 27,762 822 0.28% 0.29% 444 +43 0.16% Q4 2025 Jan 15, 2026
Biltmore Family Office, LLC History No change 27,546 815 0.11% 0.11% 445 0 0.0% Q4 2025 Feb 04, 2026
Piedmont Capital Management, LLC/NC History New 26,550 786 0.52% — 447 +26,550 New Q4 2025 Feb 13, 2026
TBH Global Asset Management, LLC History Added to 28,793 786 0.13% 0.06% 446 +17,723 160.1% Q4 2025 Jan 29, 2026
EVERETT HARRIS & CO /CA/ History Added to 26,394 781 0.01% 0.01% 448 +400 1.54% Q4 2025 Feb 11, 2026
Well Done, LLC History No change 26,265 777 0.12% 0.13% 449 0 0.0% Q4 2025 Jan 13, 2026
NorthStar Asset Management LLC /NJ/ History Added to 26,210 776 0.35% 0.36% 450 +130 0.5% Q4 2025 Feb 10, 2026
VISIONARY HORIZONS, LLC History Added to 26,173 774 0.4% 0.25% 451 +10,674 68.87% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 26,126 773 0.01% 0.01% 452 +1,814 7.46% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 25,699 760 0.02% 0.02% 453 -942 -3.54% Q4 2025 Feb 06, 2026
Marquette Asset Management, LLC History Reduced 25,654 759 0.11% 0.13% 454 -3,116 -10.83% Q4 2025 Jan 16, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 25,450 753 0.51% 0.53% 455 0 0.0% Q4 2025 Feb 09, 2026
Smart Portfolios, LLC History No change 25,345 750 0.75% 0.71% 456 0 0.0% Q4 2025 Jan 30, 2026
Birchwood Financial Partners, Inc. History New 24,990 739 0.73% — 457 +24,990 New Q4 2025 Feb 19, 2026
SIMON QUICK ADVISORS, LLC History Added to 24,706 731 0.03% 0.03% 458 +136 0.55% Q4 2025 Jan 29, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 24,591 728 0.25% 0.28% 459 -3,618 -12.83% Q4 2025 Jan 05, 2026
Mayfair Advisory Group, LLC History Added to 24,283 726 0.28% 0.3% 460 +134 0.55% Q4 2025 Jan 21, 2026
Blueprint Investment Partners LLC History No change 24,456 724 0.08% 0.1% 461 0 0.0% Q4 2025 Feb 17, 2026
Fortitude Advisory Group L.L.C. History Added to 24,417 722 0.31% 0.38% 462 +431 1.8% Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History New 24,277 718 0.01% — 463 +24,277 New Q4 2025 Feb 17, 2026
Alliance Wealth Management Group History No change 24,237 717 0.16% 0.16% 464 0 0.0% Q4 2025 Jan 21, 2026
Towercrest Capital Management History No change 24,237 717 0.11% 0.11% 465 0 0.0% Q4 2025 Jan 21, 2026
Grey Ledge Advisors, LLC History Added to 24,139 714 0.16% 0.16% 466 +1 0.0% Q4 2025 Feb 05, 2026
MidAtlantic Capital Management, Inc. History No change 24,088 713 0.46% 0.48% 467 0 0.0% Q4 2025 Feb 10, 2026
Stonebridge Capital Advisors LLC History Reduced 23,961 709 0.05% 0.06% 468 -4,094 -14.59% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Reduced 23,746 703 0.01% 0.02% 469 -11,134 -31.92% Q4 2025 Feb 03, 2026
Blueprint Financial Advisors LLC History No change 23,736 702 0.11% 0.15% 470 0 0.0% Q4 2025 Feb 13, 2026
Adelphi Trust Co History New 23,664 700 0.57% — 472 +23,664 New Q4 2025 Jan 26, 2026
AIRE ADVISORS, LLC History Reduced 23,664 700 0.13% 0.13% 471 -740 -3.03% Q4 2025 Feb 17, 2026
Lantz Financial LLC History No change 23,610 699 0.15% 0.15% 473 0 0.0% Q4 2025 Jan 14, 2026
Texas Yale Capital Corp. History Added to 23,504 695 0.02% 0.02% 474 +44 0.19% Q4 2025 Feb 10, 2026
FIRST AMERICAN TRUST, FSB History New 23,400 692 0.05% — 475 +23,400 New Q4 2025 Feb 11, 2026
WESCAP Management Group, Inc. History Added to 23,240 688 0.14% 0.14% 476 +89 0.38% Q4 2025 Feb 11, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 23,228 687 0.15% 0.12% 477 -1,255 -5.13% Q4 2025 Feb 17, 2026
Sculati Wealth Management, LLC History Reduced 23,084 683 0.24% 0.24% 478 -176 -0.76% Q4 2025 Feb 05, 2026
Plancorp, LLC History Reduced 23,035 682 0.02% 0.02% 479 -87 -0.38% Q4 2025 Feb 05, 2026
LongView Wealth Management History Added to 21,984 674 0.16% 0.17% 480 +62 0.28% Q4 2025 Jan 13, 2026
Independent Wealth Network Inc. History Added to 22,510 666 0.2% 0.18% 481 +2,821 14.33% Q4 2025 Jan 26, 2026
Ring Mountain Capital, LLC History Reduced 21,418 663 0.34% 0.36% 482 -988 -4.41% Q4 2025 Jan 27, 2026
Womack Financial LLC History Reduced 22,274 659 0.49% 0.54% 484 -1,968 -8.12% Q4 2025 Feb 10, 2026
GREENWOOD GEARHART INC History Added to 22,264 659 0.04% 0.04% 483 +405 1.85% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Reduced 22,215 657 0.0% 0.0% 485 -6,125 -21.61% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History No change 22,063 653 0.01% 0.01% 486 0 0.0% Q4 2025 Feb 02, 2026
Milestone Investment Advisors LLC History Added to 21,904 648 0.16% 0.16% 487 +119 0.55% Q4 2025 Feb 11, 2026
Marks Group Wealth Management, Inc History No change 21,558 638 0.06% 0.06% 488 0 0.0% Q4 2025 Feb 11, 2026
HMV Wealth Advisors, LLC History No change 21,532 637 0.32% 0.34% 489 0 0.0% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 21,505 636 0.01% 0.01% 490 +12 0.06% Q4 2025 Feb 12, 2026
Stark Wealth Management LLC History Added to 21,468 635 2.38% 2.82% 491 +259 1.22% Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History Added to 21,310 630 0.16% 0.13% 492 +3,621 20.47% Q4 2025 Jan 02, 2026
KINTRA WEALTH, LLC History New 21,184 627 0.09% — 493 +21,184 New Q4 2025 Feb 18, 2026
ALESCO ADVISORS LLC History Reduced 21,134 625 0.02% 0.02% 494 -436 -2.02% Q4 2025 Jan 28, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 21,071 623 0.42% 0.38% 495 +3,634 20.84% Q4 2025 Feb 02, 2026
Uptown Financial Advisors LLC History Reduced 21,060 623 0.45% 0.52% 496 -790 -3.62% Q4 2025 Jan 23, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 20,409 604 1.0% 0.8% 497 0 0.0% Q4 2025 Feb 09, 2026
SUMMIT WEALTH GROUP LLC / CO History New 20,218 598 0.08% — 498 +20,218 New Q4 2025 Feb 04, 2026
Resolute Advisors LLC History Added to 20,005 592 0.19% 0.15% 499 +110 0.55% Q4 2025 Feb 11, 2026
Livet Wealth, LLC History New 19,907 589 0.36% — 500 +19,907 New Q4 2025 Feb 13, 2026
VSM Wealth Advisory, LLC History Reduced 19,914 587 0.18% 1.49% 501 -178,974 -89.99% Q4 2025 Feb 06, 2026
Gilbert & Cook, Inc. History No change 19,764 585 0.07% 0.07% 502 0 0.0% Q4 2025 Jan 07, 2026
ATLAS CAPITAL ADVISORS INC. History New 19,752 584 0.07% — 503 +19,752 New Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Reduced 19,610 580 0.07% 0.07% 504 -315 -1.58% Q4 2025 Jan 20, 2026
Center for Financial Planning, Inc. History No change 19,533 578 0.06% 0.06% 505 0 0.0% Q4 2025 Feb 05, 2026
Obermeyer Wealth Partners History Added to 19,346 572 0.03% 0.03% 506 +1 0.01% Q4 2025 Jan 29, 2026
Seneschal Advisors, LLC History No change 19,164 567 0.42% 0.4% 507 0 0.0% Q4 2025 Feb 13, 2026
&PARTNERS History Reduced 19,125 566 0.0% 0.0% 508 -475 -2.42% Q4 2025 Feb 17, 2026
Fonville Wealth Management LLC History Reduced 19,081 564 0.12% 0.13% 511 -819 -4.12% Q4 2025 Jan 23, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 19,068 564 0.15% 0.15% 510 -178 -0.92% Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History No change 19,080 564 0.03% 0.03% 509 0 0.0% Q4 2025 Feb 11, 2026
Alpha Cubed Investments, LLC History Added to 18,857 558 0.02% 0.02% 512 +144 0.77% Q4 2025 Feb 03, 2026
SkyOak Wealth, LLC History Reduced 18,744 555 0.1% 0.11% 513 -360 -1.88% Q4 2025 Feb 05, 2026
Sage Mountain Advisors LLC History Added to 18,692 553 0.03% 0.03% 514 +74 0.4% Q4 2025 Jan 23, 2026
Vawter Financial, Ltd. History Reduced 18,240 540 0.23% 0.26% 515 -1,211 -6.23% Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 18,210 539 0.01% 0.01% 516 0 0.0% Q4 2025 Feb 12, 2026
Radnor Capital Management, LLC History No change 18,210 539 0.08% 0.08% 517 0 0.0% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Added to 18,068 534 0.0% 0.0% 518 +2,280 14.44% Q4 2025 Feb 12, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 18,033 533 0.05% 0.05% 519 +575 3.29% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History New 17,912 530 0.04% — 520 +17,912 New Q4 2025 Feb 11, 2026
Zhang Financial LLC History Added to 17,919 530 0.02% 0.02% 522 +80 0.45% Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 17,911 530 0.01% 0.01% 521 +21 0.12% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Added to 17,881 529 0.02% 0.02% 523 +5,666 46.39% Q4 2025 Feb 10, 2026
BOYUM WEALTH ARCHITECTS LLC History No change 17,125 527 0.25% 0.31% 524 0 0.0% Q4 2025 Jan 26, 2026
Goldstein Advisors, LLC History Added to 17,788 526 0.06% 0.06% 525 +487 2.81% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History New 17,701 524 0.0% — 526 +17,701 New Q4 2025 Feb 09, 2026
Investments & Financial Planning, LLC History Added to 17,612 521 0.28% 0.22% 528 +3,738 26.94% Q4 2025 Feb 23, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 17,597 521 0.01% 0.01% 527 0 0.0% Q4 2025 Feb 10, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 17,036 520 0.12% 0.13% 529 0 0.0% Q4 2025 Feb 04, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 17,238 510 0.17% 0.17% 530 +95 0.55% Q4 2025 Jan 07, 2026
Lynx Investment Advisory History Added to 17,195 509 0.28% 0.3% 531 +128 0.75% Q4 2025 Feb 05, 2026
SGL Investment Advisors, Inc. History Added to 16,041 503 0.2% 0.17% 532 +1,674 11.65% Q4 2025 Feb 06, 2026
Keating Financial Advisory Services, Inc. History New 16,977 502 0.07% — 533 +16,977 New Q4 2025 Feb 09, 2026
Facet Wealth, Inc. History Added to 16,183 501 0.01% 0.01% 534 +6,732 71.23% Q4 2025 Jan 29, 2026
OARSMAN CAPITAL, INC. History Added to 16,825 498 0.06% 0.07% 535 +442 2.7% Q4 2025 Feb 13, 2026
FULTON BANK, N.A. History New 16,779 496 0.02% — 536 +16,779 New Q4 2025 Jan 08, 2026
WMG Financial Advisors, LLC History Reduced 16,776 496 0.2% 0.17% 537 -232 -1.36% Q4 2025 Jan 28, 2026
Sovereign Financial Group, Inc. History Reduced 16,737 495 0.09% 0.1% 538 -1,124 -6.29% Q4 2025 Jan 07, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 16,550 490 0.05% 0.04% 539 +1,454 9.63% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Reduced 16,513 488 0.01% 0.01% 540 -1,961 -10.61% Q4 2025 Feb 09, 2026
KLCM Advisors, Inc. History New 16,463 487 0.04% — 541 +16,463 New Q4 2025 Feb 04, 2026
Blue Trust, Inc. History Added to 16,458 487 0.01% 0.01% 542 +85 0.52% Q4 2025 Jan 16, 2026
BROWN ADVISORY INC History Added to 16,387 485 0.0% 0.0% 543 +3,378 25.97% Q4 2025 Feb 13, 2026
THEORY FINANCIAL LLC History No change 15,618 482 0.16% 0.16% 544 0 0.0% Q4 2025 Feb 10, 2026
Payne Capital LLC History No change 16,266 481 0.49% 0.48% 545 0 0.0% Q4 2025 Jan 20, 2026
Total Wealth Planning, LLC History Reduced 16,150 478 1.02% 1.04% 546 -293,554 -94.79% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Reduced 16,121 477 0.04% 0.04% 547 -114 -0.7% Q4 2025 Feb 18, 2026
Fortune Financial Group, Inc. History New 15,221 476 0.47% — 549 +15,221 New Q4 2025 Feb 11, 2026
Cyndeo Wealth Partners, LLC History Reduced 16,079 476 0.03% 0.03% 548 -1,310 -7.53% Q4 2025 Jan 07, 2026
Smith Salley Wealth Management History Reduced 16,042 475 0.02% 0.02% 550 -27 -0.17% Q4 2025 Jan 27, 2026
Wealth Preservation Advisors, LLC History Reduced 15,920 471 0.24% 0.28% 551 -816 -4.88% Q4 2025 Feb 23, 2026
TruNorth Capital Management, LLC History No change 15,885 470 0.09% 0.09% 552 0 0.0% Q4 2025 Feb 11, 2026
American Trust History Reduced 15,868 469 0.04% 0.15% 553 -43,450 -73.25% Q4 2025 Feb 17, 2026
Basepoint Wealth LLC History Added to 15,848 469 0.28% 0.32% 554 +87 0.55% Q4 2025 Feb 10, 2026
Brickley Wealth Management History Added to 15,823 468 0.08% 0.07% 555 +1,733 12.3% Q4 2025 Jan 29, 2026
StoneX Group Inc. History Reduced 15,709 467 0.02% 0.05% 556 -21,878 -58.21% Q4 2025 Feb 12, 2026
Ignite Planners, LLC History Added to 15,025 467 0.07% 0.03% 558 +7,935 111.92% Q4 2025 Feb 06, 2026
Soltis Investment Advisors LLC History Added to 15,784 467 0.03% 0.03% 557 +147 0.94% Q4 2025 Apr 02, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 15,276 465 0.01% 0.0% 559 +13,791 928.69% Q4 2025 Jan 26, 2026
American Investment Services, Inc. History Reduced 15,663 463 0.11% 0.12% 560 -1,635 -9.45% Q4 2025 Feb 13, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 15,603 462 0.07% 0.07% 561 +389 2.56% Q4 2025 Jan 12, 2026
Accurate Wealth Management, LLC History Reduced 15,070 461 0.06% 0.06% 562 -49 -0.32% Q4 2025 Jan 14, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 15,518 459 0.11% 0.11% 563 0 0.0% Q4 2025 Feb 05, 2026
U.S. Capital Wealth Advisors, LLC History Added to 15,391 455 0.01% 0.01% 564 +1,559 11.27% Q4 2025 Jan 23, 2026
Princeton Global Asset Management LLC History Reduced 15,040 445 0.07% 0.07% 565 -66 -0.44% Q4 2025 Jan 20, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 14,927 441 0.0% — 566 +14,927 New Q4 2025 Feb 17, 2026
Schwallier Wealth Management LLC History Reduced 14,178 441 0.28% 0.29% 568 -1,639 -10.36% Q4 2025 Feb 11, 2026
Cascade Investment Advisors, Inc. History No change 14,924 441 0.26% 0.26% 567 0 0.0% Q4 2025 Jan 14, 2026
Joseph P. Lucia & Associates, LLC History Reduced 14,831 439 0.16% 0.18% 569 -1,119 -7.02% Q4 2025 Jan 28, 2026
Geometric Wealth Advisors History Added to 14,828 439 0.06% 0.06% 570 +458 3.19% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 14,785 437 0.03% 0.03% 571 -99 -0.67% Q4 2025 Feb 06, 2026
Lakeridge Wealth Management LLC History Reduced 14,779 437 0.2% 0.19% 572 -30 -0.2% Q4 2025 Jan 07, 2026
SageView Advisory Group, LLC History Reduced 14,703 435 0.01% 0.02% 573 -500 -3.29% Q4 2025 Feb 17, 2026
COOPER/HAIMS ADVISORS, LLC History Added to 14,667 434 0.2% 0.17% 575 +1,821 14.18% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 14,666 434 0.0% 0.0% 574 -70 -0.48% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 14,613 432 0.03% 0.03% 576 +1,037 7.64% Q4 2025 Feb 03, 2026
Avior Wealth Management, LLC History Reduced 14,496 429 0.01% 0.01% 577 -62 -0.43% Q4 2025 Jan 06, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 14,478 428 0.04% 0.03% 578 +3,601 33.11% Q4 2025 Feb 12, 2026
Diversified Investment Strategies, LLC History No change 14,284 422 0.28% 0.27% 579 0 0.0% Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 14,200 420 0.01% 0.02% 580 -1,800 -11.25% Q4 2025 Jan 12, 2026
Abacus Planning Group, Inc. History Reduced 14,157 419 0.06% 0.07% 581 -2,682 -15.93% Q4 2025 Jan 16, 2026
Rockbridge Investment Management, LCC History Reduced 14,109 417 0.04% 0.04% 582 -920 -6.12% Q4 2025 Feb 04, 2026
Schrum Private Wealth Management LLC History Reduced 14,026 415 0.31% 0.32% 584 -894 -5.99% Q4 2025 Feb 17, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 14,024 415 0.01% 0.01% 583 +686 5.14% Q4 2025 Feb 12, 2026
SACHEM HILL LLC History No change 14,024 415 0.08% 0.08% 585 0 0.0% Q4 2025 Feb 12, 2026
Kelman-Lazarov, Inc. History Reduced 13,976 413 0.06% 0.06% 586 -578 -3.97% Q4 2025 Jan 26, 2026
Tanglewood Legacy Advisors, LLC History No change 13,953 413 0.16% 0.16% 587 0 0.0% Q4 2025 Feb 06, 2026
True Vision MN LLC History Added to 13,854 410 0.21% 0.21% 588 +113 0.82% Q4 2025 Jan 14, 2026
Columbia River Financial Group, LLC History Reduced 13,614 403 0.25% 0.25% 589 -81 -0.59% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 13,606 402 0.0% 0.0% 590 -61,020 -81.77% Q4 2025 Feb 17, 2026
FLC Capital Advisors History No change 13,537 400 0.07% 0.08% 591 0 0.0% Q4 2025 Feb 11, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 13,457 398 0.27% 0.26% 594 -165 -1.21% Q4 2025 Feb 04, 2026
LifeSteps Financial, Inc. History Added to 13,443 398 0.25% 0.25% 593 +19 0.14% Q4 2025 Jan 28, 2026
ASSOCIATED BANC-CORP History No change 13,446 398 0.01% 0.01% 592 0 0.0% Q4 2025 Feb 06, 2026
Westmount Partners, LLC History No change 13,277 393 0.1% 0.1% 595 0 0.0% Q4 2025 Jan 15, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 13,258 392 0.02% 0.03% 596 0 0.0% Q4 2025 Jan 23, 2026
Traveka Wealth, LLC History New 13,210 391 0.16% — 599 +13,210 New Q4 2025 Jan 08, 2026
Stone Summit Wealth LLC History Reduced 13,206 391 0.11% 0.12% 597 -812 -5.79% Q4 2025 Jan 27, 2026
Meredith Wealth Planning History No change 13,224 391 0.12% 0.12% 598 0 0.0% Q4 2025 Jan 16, 2026
NATIXIS ADVISORS, LLC History Reduced 13,183 390 0.0% 0.0% 600 -868 -6.18% Q4 2025 Feb 10, 2026
FF Advisors,LLC History No change 13,151 389 0.17% 0.18% 601 0 0.0% Q4 2025 Feb 13, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 13,074 387 0.12% 0.13% 602 0 0.0% Q4 2025 Feb 06, 2026
MAYPORT, LLC History No change 13,026 385 0.08% 0.08% 603 0 0.0% Q4 2025 Jan 21, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 12,816 379 0.09% 0.09% 604 0 0.0% Q4 2025 Jan 23, 2026
Mengis Capital Management, Inc. History Added to 12,693 375 0.07% 0.07% 605 +7 0.06% Q4 2025 Mar 05, 2026
Sigma Planning Corp History Added to 12,659 374 0.01% 0.01% 606 +614 5.1% Q4 2025 Jan 30, 2026
Phil A. Younker & Associates, Ltd. History No change 12,660 374 0.26% 0.28% 607 0 0.0% Q4 2025 Jan 27, 2026
Verdence Capital Advisors LLC History Added to 12,630 373 0.02% 0.02% 608 +54 0.43% Q4 2025 Jan 29, 2026
Allied Investment Advisors, LLC History No change 12,451 368 0.06% 0.06% 609 0 0.0% Q4 2025 Feb 09, 2026
TWO SIGMA SECURITIES, LLC History New 12,390 366 0.05% — 610 +12,390 New Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 12,365 366 0.02% 0.02% 612 -400 -3.13% Q4 2025 Feb 04, 2026
Cambridge Advisors Inc. History Added to 12,387 366 0.07% 0.07% 611 +184 1.51% Q4 2025 Jan 21, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 12,309 364 0.17% — 613 +12,309 New Q4 2025 Feb 17, 2026
Hurley Capital, LLC History Added to 12,230 362 0.2% 0.2% 614 +21 0.17% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History No change 12,130 359 0.01% 0.01% 615 0 0.0% Q4 2025 Jan 14, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 12,156 359 0.24% 0.24% 616 0 0.0% Q4 2025 Feb 02, 2026
QUARRY HILL ADVISORS, LLC History Added to 12,111 358 0.17% 0.18% 617 +141 1.18% Q4 2025 Jan 26, 2026
Kingsview Wealth Management, LLC History Reduced 11,708 346 0.0% 0.01% 618 -2,368 -16.82% Q4 2025 Feb 09, 2026
CHAPIN DAVIS, INC. History No change 11,640 344 0.08% 0.08% 619 0 0.0% Q4 2025 Jan 30, 2026
Signature Equity Partners, LLC History New 11,584 343 0.19% — 620 +11,584 New Q4 2025 Feb 17, 2026
DecisionMap Wealth Management, LLC History Added to 11,571 342 0.21% 0.21% 621 +411 3.68% Q4 2025 Jan 07, 2026
LWM ADVISORS INC History Added to 11,509 340 0.3% 0.3% 622 +8 0.07% Q4 2025 Jan 09, 2026
Prestige Wealth Management Group LLC History No change 11,457 339 0.06% 0.06% 623 0 0.0% Q4 2025 Feb 11, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 11,419 338 0.23% 0.24% 625 -343 -2.92% Q4 2025 Jan 22, 2026
Austin Asset Management Co Inc History Reduced 11,439 338 0.06% 0.06% 626 -315 -2.68% Q4 2025 Feb 04, 2026
Atria Investments, Inc History Reduced 11,427 338 0.0% 0.0% 624 -204 -1.75% Q4 2025 Feb 05, 2026
MB Generational Wealth, LLC History Reduced 11,382 337 0.18% 0.21% 628 -98 -0.85% Q4 2025 Feb 10, 2026
AIMZ Investment Advisors, LLC History No change 11,400 337 0.1% 0.1% 627 0 0.0% Q4 2025 Feb 17, 2026
First Western Trust Bank History No change 11,304 334 0.02% 0.02% 629 0 0.0% Q4 2025 Feb 12, 2026
Aurora Private Wealth, Inc. History New 11,234 333 0.22% — 630 +11,234 New Q4 2025 Feb 02, 2026
Fortis Capital Management LLC History No change 11,268 333 0.04% 0.05% 631 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 11,213 332 0.0% 0.0% 632 +1,167 11.62% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 11,113 329 0.0% 0.0% 633 +3,396 44.01% Q4 2025 Jan 29, 2026
Evanson Asset Management, LLC History Reduced 11,030 326 0.02% 0.02% 635 -286 -2.53% Q4 2025 Jan 12, 2026
SeaBridge Investment Advisors LLC History No change 11,040 326 0.05% 0.05% 634 0 0.0% Q4 2025 Jan 26, 2026
Marotta Asset Management History Reduced 10,950 324 0.06% 0.07% 637 -1,192 -9.82% Q4 2025 Jan 07, 2026
CENTAURUS FINANCIAL, INC. History Reduced 10,953 324 0.01% 0.02% 636 -605 -5.23% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History New 10,899 322 0.01% — 639 +10,899 New Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 10,887 322 0.02% — 638 +10,887 New Q4 2025 Feb 10, 2026
Sterling Wealth Advisors Inc History Reduced 10,780 319 0.19% 0.23% 641 -1,880 -14.85% Q4 2025 Jan 26, 2026
Mirador Capital Partners LP History Reduced 10,785 319 0.04% 0.05% 640 -1,643 -13.22% Q4 2025 Jan 14, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 10,777 319 0.03% 0.03% 642 +42 0.39% Q4 2025 Feb 06, 2026
Klingman & Associates, LLC History Reduced 10,756 318 0.02% 0.02% 643 -343 -3.09% Q4 2025 Jan 29, 2026
Disciplined Investors, L.L.C. History Added to 10,703 316 0.21% 0.22% 644 +79 0.74% Q4 2025 Feb 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 10,590 313 0.03% 0.03% 645 +353 3.45% Q4 2025 Jan 15, 2026
Milestone Asset Management Group, LLC History Added to 10,584 313 0.18% 0.19% 646 +44 0.42% Q4 2025 Feb 03, 2026
CWC Advisors, LLC. History Added to 10,543 312 0.15% 0.14% 647 +866 8.95% Q4 2025 Jan 26, 2026
Capital Investment Advisors, LLC History Added to 10,431 308 0.0% 0.0% 648 +393 3.92% Q4 2025 Jan 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 10,399 307 0.02% 0.02% 649 +52 0.5% Q4 2025 Jan 14, 2026
PFG Advisors History Reduced 10,365 306 0.01% 0.01% 651 -1,472 -12.44% Q4 2025 Jan 27, 2026
Truepoint, Inc. History Reduced 10,346 306 0.01% 0.01% 650 -19 -0.18% Q4 2025 Feb 11, 2026
Hardin Capital Partners, LLC History Added to 10,276 304 0.14% 0.16% 653 +135 1.33% Q4 2025 Jan 09, 2026
Waterfront Wealth Inc. History No change 9,846 304 0.06% 0.06% 652 0 0.0% Q4 2025 Jan 27, 2026
Code Waechter LLC History No change 10,166 301 0.19% 0.19% 654 0 0.0% Q4 2025 Jan 26, 2026
Independent Advisor Alliance History Reduced 10,098 298 0.01% 0.01% 655 -2,313 -18.64% Q4 2025 Feb 04, 2026
TFB Advisors LLC History New 10,060 297 0.08% — 657 +10,060 New Q4 2025 Feb 13, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 10,031 297 0.11% 0.17% 656 -5,070 -33.57% Q4 2025 Jan 27, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 9,995 295 0.0% 0.01% 658 -24,012 -70.61% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History Reduced 9,967 295 0.0% 0.0% 659 -1,754 -14.96% Q4 2025 Feb 13, 2026
Front Row Advisors LLC History No change 9,987 295 0.1% 0.1% 660 0 0.0% Q4 2025 Feb 12, 2026
Shearwater Capital LLC History No change 9,992 295 0.17% 0.17% 661 0 0.0% Q4 2025 Jan 13, 2026
Resurgent Financial Advisors LLC History Reduced 9,847 291 0.15% 0.15% 663 -454 -4.41% Q4 2025 Feb 12, 2026
RBA Wealth Management, LLC History Added to 9,831 291 0.1% 0.1% 662 +316 3.32% Q4 2025 Jan 26, 2026
Guardian Asset Advisors, LLC History Added to 9,801 290 0.15% 0.14% 664 +902 10.14% Q4 2025 Jan 29, 2026
Bensler, LLC History Added to 9,788 289 0.03% 0.03% 666 +11 0.11% Q4 2025 Feb 04, 2026
Forza Wealth Management, LLC History No change 9,768 289 0.1% 0.11% 665 0 0.0% Q4 2025 Feb 02, 2026
Acropolis Investment Management, LLC History No change 9,684 286 0.01% 0.01% 667 0 0.0% Q4 2025 Jan 14, 2026
Marble Wealth, LLC History New 9,632 285 0.04% — 668 +9,632 New Q4 2025 Feb 10, 2026
Accelerate Investment Advisors LLC History Added to 9,596 284 0.19% 0.19% 669 +5 0.05% Q4 2025 Jan 12, 2026
Bellwether Advisors, LLC History No change 9,473 280 0.04% 0.05% 670 0 0.0% Q4 2025 Feb 09, 2026
Spectrum Investment Advisors, Inc. History No change 9,460 280 0.14% 0.15% 671 0 0.0% Q4 2025 Jan 28, 2026
Millennium Capital Advisors, LLC History Reduced 9,452 279 0.16% 0.18% 672 -900 -8.69% Q4 2025 Feb 05, 2026
DHJJ Financial Advisors, Ltd. History Added to 9,403 278 0.09% 0.09% 673 +355 3.92% Q4 2025 Jan 23, 2026
GLENMEDE TRUST CO NA History New 9,380 277 0.0% — 674 +9,380 New Q4 2025 Feb 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 9,363 277 0.1% 0.1% 676 -46 -0.49% Q4 2025 Feb 09, 2026
Curi Capital, LLC History No change 9,355 277 0.0% 0.0% 675 0 0.0% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 9,339 276 0.01% — 677 +9,339 New Q4 2025 Jan 26, 2026
Joel Isaacson & Co., LLC History No change 9,344 276 0.01% 0.01% 678 0 0.0% Q4 2025 Jan 30, 2026
BECK MACK & OLIVER LLC History No change 9,134 270 0.0% 0.0% 679 0 0.0% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History New 9,040 267 0.0% — 680 +9,040 New Q4 2025 Jan 23, 2026
Pathfinder Wealth Consulting, Inc. History New 8,999 266 0.17% — 683 +8,999 New Q4 2025 Feb 09, 2026
IAG Wealth Partners, LLC History No change 9,000 266 0.03% 0.03% 681 0 0.0% Q4 2025 Feb 10, 2026
HILL ISLAND FINANCIAL LLC History No change 9,001 266 0.06% 0.07% 682 0 0.0% Q4 2025 Jan 22, 2026
MANNING & NAPIER ADVISORS LLC History Added to 8,910 265 0.0% 0.0% 684 +1,710 23.75% Q4 2025 Feb 03, 2026
Rialto Wealth Management, LLC History Added to 8,950 265 0.06% 0.06% 686 +920 11.46% Q4 2025 Jan 12, 2026
Aspen Investment Management Inc History Reduced 8,946 265 0.08% 0.1% 685 -291 -3.15% Q4 2025 Feb 06, 2026
CCG WEALTH MANAGEMENT, LLC History No change 8,919 264 0.11% 0.12% 687 0 0.0% Q4 2025 Jan 21, 2026
Clark Wealth Partners History No change 8,894 263 0.16% 0.16% 688 0 0.0% Q4 2025 Feb 04, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 8,865 262 0.04% 0.03% 689 +1,092 14.05% Q4 2025 Feb 03, 2026
Stonebrook Private Inc. History No change 8,862 262 0.05% 0.06% 690 0 0.0% Q4 2025 Feb 11, 2026
Acorn Wealth Advisors, LLC History Reduced 8,762 259 0.08% 0.08% 691 -310 -3.42% Q4 2025 Feb 10, 2026
Leo Wealth, LLC History New 8,689 257 0.02% — 694 +8,689 New Q4 2025 Jan 21, 2026
SECURITY NATIONAL BANK OF SO DAK History Reduced 8,691 257 0.13% 0.13% 692 -90 -1.02% Q4 2025 Feb 13, 2026
Diversified Trust Co History Added to 8,699 257 0.0% 0.01% 693 +18 0.21% Q4 2025 Jan 09, 2026
GC Wealth Management RIA, LLC History Added to 8,675 256 0.01% 0.01% 696 +844 10.78% Q4 2025 Jan 30, 2026
ZWJ INVESTMENT COUNSEL INC History No change 8,647 256 0.01% 0.01% 695 0 0.0% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History New 8,603 254 0.0% — 697 +8,603 New Q4 2025 Feb 17, 2026
Aprio Wealth Management, LLC History Reduced 8,549 253 0.01% 0.02% 698 -63 -0.73% Q4 2025 Jan 29, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 8,530 252 0.18% 0.19% 699 0 0.0% Q4 2025 Feb 13, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 8,508 251 0.1% 0.1% 701 -144 -1.66% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 8,485 251 0.0% 0.0% 700 +99 1.18% Q4 2025 Feb 02, 2026
Matisse Capital History No change 8,503 251 0.11% 0.11% 702 0 0.0% Q4 2025 Jan 29, 2026
Trust Point Inc. History New 8,447 250 0.02% — 703 +8,447 New Q4 2025 Jan 13, 2026
OpenArc Corporate Advisory, LLC History New 8,440 249 0.0% — 704 +8,440 New Q4 2025 Feb 13, 2026
Parsonex Advisory Services, Inc. History Added to 8,397 248 0.16% 0.17% 705 +30 0.36% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 8,350 247 0.0% 0.0% 706 +786 10.39% Q4 2025 Jan 29, 2026
Focused Wealth Management, Inc History Added to 8,342 247 0.03% 0.03% 707 +46 0.55% Q4 2025 Jan 29, 2026
MONECO ADVISORS, LLC History Reduced 8,340 246 0.02% 0.03% 709 -5,032 -37.63% Q4 2025 Feb 04, 2026
Valmark Advisers, Inc. History Added to 8,314 246 0.0% 0.0% 708 +1,150 16.05% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History Added to 8,280 245 0.01% 0.01% 711 +1,323 19.02% Q4 2025 Jan 13, 2026
Lutz Financial Services LLC History No change 8,275 245 0.02% 0.02% 710 0 0.0% Q4 2025 Feb 06, 2026
Synergy Asset Management, LLC History New 8,261 244 0.03% — 712 +8,261 New Q4 2025 Jan 13, 2026
Harbor Asset Planning, Inc. History Added to 8,263 244 0.21% 0.21% 713 +47 0.57% Q4 2025 Jan 26, 2026
GS Investments, Inc. History No change 8,209 243 0.13% 0.12% 714 0 0.0% Q4 2025 Feb 09, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 8,187 242 0.07% 0.08% 715 +46 0.57% Q4 2025 Feb 12, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 8,163 241 0.06% 0.06% 716 0 0.0% Q4 2025 Jan 06, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 8,091 239 0.1% 0.12% 718 -1,200 -12.92% Q4 2025 Jan 12, 2026
AlphaCore Capital LLC History Added to 8,097 239 0.01% 0.01% 717 +29 0.36% Q4 2025 Feb 05, 2026
ADVOCATE GROUP LLC History No change 8,100 239 0.04% 0.04% 719 0 0.0% Q4 2025 Jan 20, 2026
Anchor Investment Management, LLC History Reduced 8,068 238 0.02% 0.02% 720 -63 -0.77% Q4 2025 Feb 26, 2026
Brooklyn Investment Group History New 7,949 237 0.01% — 721 +7,949 New Q4 2025 Feb 12, 2026
Advyzon Investment Management, LLC History New 7,941 235 0.03% — 723 +7,941 New Q4 2025 Feb 13, 2026
William Howard & Co Financial Advisors Inc History Reduced 7,949 235 0.2% 0.21% 724 -456 -5.43% Q4 2025 Jan 21, 2026
CWA Asset Management Group, LLC History Added to 7,941 235 0.01% 0.01% 722 +14 0.18% Q4 2025 Jan 07, 2026
LEGACY SOLUTIONS, LLC History Reduced 7,953 235 0.21% 0.21% 725 -4 -0.05% Q4 2025 Jan 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History New 7,913 234 0.05% — 726 +7,913 New Q4 2025 Jan 09, 2026
Kennebec Savings Bank History Added to 7,919 234 0.2% 0.12% 727 +3,286 70.93% Q4 2025 Jan 22, 2026
G&S Capital LLC History Added to 7,875 233 0.08% 0.08% 728 +19 0.24% Q4 2025 Jan 28, 2026
Parkside Financial Bank & Trust History No change 7,836 232 0.02% 0.02% 729 0 0.0% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History No change 7,863 232 0.02% 0.03% 730 0 0.0% Q4 2025 Jan 27, 2026
Forum Financial Management, LP History Added to 7,826 231 0.0% 0.0% 731 +233 3.07% Q4 2025 Jan 27, 2026
Praetorian Wealth Management, Inc. History Added to 7,743 229 0.05% 0.05% 733 +34 0.44% Q4 2025 Jan 14, 2026
Mesirow Financial Investment Management, Inc. History No change 7,758 229 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 05, 2026
Badgley Phelps Wealth Managers, LLC History New 7,707 228 0.0% — 734 +7,707 New Q4 2025 Jan 28, 2026
Granite Bay Wealth Management, LLC History Added to 7,721 228 0.05% 0.06% 735 +43 0.56% Q4 2025 Feb 05, 2026
Caprock Group, LLC History Added to 7,680 227 0.0% 0.01% 736 +240 3.23% Q4 2025 Jan 28, 2026
Perissos Private Wealth Management, LLC History Added to 7,653 226 0.2% 0.16% 737 +27 0.35% Q4 2025 Feb 09, 2026
TOTAL INVESTMENT MANAGEMENT INC History New 7,626 225 0.03% — 739 +7,626 New Q4 2025 Feb 03, 2026
WEDBUSH SECURITIES INC History Added to 7,586 225 0.01% 0.01% 741 +7 0.09% Q4 2025 Feb 12, 2026
LANDAAS & CO /WI /ADV History No change 7,600 225 0.05% 0.05% 738 0 0.0% Q4 2025 Jan 21, 2026
KCM INVESTMENT ADVISORS LLC History No change 7,602 225 0.01% 0.01% 740 0 0.0% Q4 2025 Feb 13, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History No change 7,593 224 0.17% 0.18% 742 0 0.0% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 7,496 221 0.0% 0.0% 744 -732 -8.9% Q4 2025 Feb 11, 2026
Essex LLC History Reduced 7,491 221 0.04% 0.04% 743 -220 -2.85% Q4 2025 Jan 20, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 7,443 220 0.07% 0.04% 746 -17 -0.23% Q4 2025 Jan 27, 2026
TCI Wealth Advisors, Inc. History No change 7,446 220 0.01% 0.01% 745 0 0.0% Q4 2025 Feb 02, 2026
Northwest Capital Management Inc History Reduced 7,418 219 0.95% 0.31% 747 -2,832 -27.63% Q4 2025 Jan 26, 2026
Synergy Financial Group, LTD History Reduced 7,398 219 0.15% 0.14% 748 -18 -0.24% Q4 2025 Feb 17, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 7,389 218 0.25% 0.24% 749 0 0.0% Q4 2025 Feb 04, 2026
Firestone Capital Management History Added to 7,354 217 0.05% 0.05% 750 +41 0.56% Q4 2025 Feb 09, 2026
Madden Advisory Services, Inc. History New 7,245 214 0.09% — 751 +7,245 New Q4 2025 Feb 11, 2026
Prosperity Wealth Management, Inc. History New 7,201 213 0.07% — 752 +7,201 New Q4 2025 Mar 27, 2026
GAMMA Investing LLC History No change 7,223 213 0.01% 0.01% 753 0 0.0% Q4 2025 Jan 05, 2026
Teamwork Financial Advisors, LLC History New 7,184 212 0.02% — 755 +7,184 New Q4 2025 Jan 09, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 7,192 212 0.08% 0.09% 754 0 0.0% Q4 2025 Jan 27, 2026
Collaborative Wealth Managment Inc. History New 7,091 209 0.07% — 757 +7,091 New Q4 2025 Feb 09, 2026
CORE WEALTH ADVISORS, LLC History New 7,090 209 0.16% — 759 +7,090 New Q4 2025 Feb 10, 2026
COMMERCE BANK History Reduced 7,071 209 0.0% 0.0% 756 -721 -9.25% Q4 2025 Feb 13, 2026
Leading Edge Financial Planning LLC History No change 7,061 209 0.05% 0.05% 758 0 0.0% Q4 2025 Jan 21, 2026
Sunrise Financial Services, LLC History New 7,027 208 0.16% — 762 +7,027 New Q4 2025 Feb 11, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 7,050 208 0.13% 0.13% 761 -179 -2.48% Q4 2025 Jan 20, 2026
APPLETON PARTNERS INC/MA History No change 7,031 208 0.01% 0.01% 760 0 0.0% Q4 2025 Jan 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 7,016 207 0.0% — 763 +7,016 New Q4 2025 Jan 30, 2026
Roundview Capital LLC History New 7,014 207 0.01% — 764 +7,014 New Q4 2025 Feb 09, 2026
Legacy Financial Group LLC History New 6,582 207 0.03% — 766 +6,582 New Q4 2025 Feb 05, 2026
One Charles Private Wealth Services, LLC History Reduced 7,020 207 0.05% 0.06% 765 -834 -10.62% Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History No change 6,903 204 0.01% 0.01% 767 0 0.0% Q4 2025 Feb 04, 2026
Serenus Wealth Advisors, LLC History No change 6,891 204 0.04% 0.03% 768 0 0.0% Q4 2025 Jan 28, 2026
Pinion Investment Advisors, LLC History Reduced 6,873 203 0.05% 0.18% 769 -16,165 -70.17% Q4 2025 Jan 29, 2026
FRG Family Wealth Advisors LLC History New 6,861 203 0.03% — 771 +6,861 New Q4 2025 Jan 21, 2026
CVFG LLC History New 6,858 203 0.14% — 772 +6,858 New Q4 2025 Feb 06, 2026
GoalVest Advisory LLC History No change 6,873 203 0.04% 0.04% 770 0 0.0% Q4 2025 Jan 05, 2026
KERR FINANCIAL PLANNING Corp History Added to 6,700 202 0.27% 0.14% 774 +3,359 100.54% Q4 2025 Feb 10, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 6,836 202 0.06% 0.07% 773 -673 -8.96% Q4 2025 Feb 10, 2026
KW WEALTH MANAGEMENT LLC History New 6,819 201 0.31% — 776 +6,819 New Q4 2025 Feb 25, 2026
Wealth Management Nebraska History New 6,798 201 0.02% — 775 +6,798 New Q4 2025 Jan 28, 2026
SALEM INVESTMENT COUNSELORS INC History No change 6,765 200 0.01% 0.01% 777 0 0.0% Q4 2025 Jan 12, 2026
Fort Vancouver Investment Management, LLC History Reduced 6,711 198 0.11% 0.11% 778 -42 -0.62% Q4 2025 Feb 06, 2026
Bell Investment Advisors, Inc History No change 6,489 192 0.03% 0.03% 779 0 0.0% Q4 2025 Feb 24, 2026
BLUELINE ADVISORS LLC History New 6,430 190 0.16% — 780 +6,430 New Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 6,399 189 0.01% 0.01% 781 0 0.0% Q4 2025 Feb 12, 2026
Legacy Bridge, LLC History No change 6,341 187 0.08% 0.08% 782 0 0.0% Q4 2025 Jan 23, 2026
WEST PACES ADVISORS INC. History No change 6,300 186 0.04% 0.04% 783 0 0.0% Q4 2025 Jan 21, 2026
VALLEY NATIONAL ADVISERS INC History Added to 6,231 184 0.03% 0.03% 784 +149 2.45% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Reduced 5,693 168 0.0% 0.04% 785 -44,753 -88.71% Q4 2025 Feb 17, 2026
Strategic Investment Solutions, Inc. /IL History Added to 5,499 162 0.04% 0.04% 786 +7 0.13% Q4 2025 Feb 27, 2026
Kohmann Bosshard Financial Services, LLC History New 5,347 158 0.01% — 787 +5,347 New Q4 2025 Jan 30, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 5,320 157 0.01% 0.0% 788 +5,098 2296.4% Q4 2025 Jan 23, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 5,289 156 0.07% 0.07% 789 0 0.0% Q4 2025 Jan 15, 2026
MeadowBrook Investment Advisors LLC History No change 5,005 148 0.13% 0.12% 790 0 0.0% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,853 144 0.0% 0.0% 791 0 0.0% Q4 2025 Feb 09, 2026
RMG Wealth Management LLC History Added to 4,603 142 0.02% 0.0% 792 +4,058 744.59% Q4 2025 Jan 29, 2026
Lodestone Wealth Management LLC History New 4,734 140 0.06% — 794 +4,734 New Q4 2025 Jan 15, 2026
Costello Asset Management, INC History Reduced 4,755 140 0.05% 0.05% 793 -481 -9.19% Q4 2025 Feb 03, 2026
Missouri Trust & Investment Co History Added to 4,660 137 0.04% 0.04% 795 +190 4.25% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 4,605 136 0.01% 0.01% 796 +19 0.41% Q4 2025 Jan 26, 2026
Pinnacle Wealth Planning Services, Inc. History New 4,507 133 0.01% — 797 +4,507 New Q4 2025 Feb 13, 2026
TD Capital Management LLC History Added to 4,452 131 0.01% 0.01% 798 +25 0.56% Q4 2025 Feb 26, 2026
AMERIFLEX GROUP, INC. History Reduced 4,294 127 0.07% 0.06% 800 -1,480 -25.63% Q4 2025 Feb 18, 2026
Pinnacle Bancorp, Inc. History No change 4,310 127 0.04% 0.04% 799 0 0.0% Q4 2025 Jan 22, 2026