SCHWAB STRATEGIC TRUST - SCHZ

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
JPMORGAN CHASE & CO History Added to 12,588,220 294,186 0.02% 0.02% 1 +451,820 3.72% Q4 2025 Feb 11, 2026
Rockbridge Investment Management, LCC History Added to 8,957,935 209,346 19.47% 18.44% 2 +999,097 12.55% Q4 2025 Feb 04, 2026
Avantax Planning Partners, Inc. History Added to 7,447,340 174,044 4.87% 4.83% 3 +264,273 3.68% Q4 2025 Feb 05, 2026
AMERIPRISE FINANCIAL INC History Added to 6,367,972 148,821 0.03% 0.03% 4 +141,224 2.27% Q4 2025 Feb 17, 2026
Charles Schwab Trust Co History Added to 6,215,188 145,248 9.55% 9.48% 5 +268,364 4.51% Q4 2025 Jan 09, 2026
Financial Engines Advisors L.L.C. History Reduced 5,396,451 126,115 0.24% 0.24% 6 -31,132 -0.57% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 4,117,942 96,236 0.11% 0.1% 7 +304,989 8.0% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 4,022,406 94,004 0.25% 0.01% 8 +3,836,881 2068.12% Q4 2025 Jan 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,951,537 92,465 0.13% 0.13% 9 +321,319 8.85% Q4 2025 Jan 08, 2026
GOLDMAN SACHS GROUP INC History Added to 3,748,696 87,607 0.01% 0.01% 10 +524,253 16.26% Q4 2025 Mar 25, 2026
Align Financial, LLC History New 74,280 74,280 0.04% — 11 +74,280 New Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 3,117,962 72,866 0.71% 0.8% 12 -201,323 -6.07% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History Added to 2,943,613 68,909 6.16% 6.54% 13 +225,771 8.31% Q4 2025 Jan 30, 2026
BlueSky Wealth Advisors, LLC History Added to 2,400,575 56,101 7.4% 7.09% 14 +159,448 7.11% Q4 2025 Jan 26, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,324,753 54,329 0.02% 0.02% 15 -999,372 -30.06% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 2,136,384 49,927 0.06% 0.06% 16 +61,502 2.96% Q4 2025 Feb 13, 2026
Destination Wealth Management History Added to 1,945,776 45,472 1.19% 0.89% 17 +567,128 41.14% Q4 2025 Feb 13, 2026
McAdam, LLC History Added to 1,916,045 44,777 2.05% 2.06% 18 +136,540 7.67% Q4 2025 Feb 13, 2026
Pioneer Wealth Management Group History Reduced 1,814,258 42,399 12.87% 18.15% 19 -581,419 -24.27% Q4 2025 Jan 12, 2026
Cetera Investment Advisers History Added to 1,652,505 38,619 0.04% 0.04% 20 +13,390 0.82% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 1,551,549 36,259 0.41% 0.39% 21 +71,665 4.84% Q4 2025 Jan 16, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,482,876 34,654 0.02% 0.02% 22 +311,488 26.59% Q4 2025 Feb 17, 2026
FINANCIAL LIFE ADVISORS History Added to 1,477,753 34,535 10.65% 10.33% 23 +108,159 7.9% Q4 2025 Jan 30, 2026
Phil A. Younker & Associates, Ltd. History Added to 1,468,133 34,310 23.92% 21.68% 24 +262,162 21.74% Q4 2025 Jan 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 1,441,944 33,698 1.07% 1.04% 25 +140,132 10.76% Q4 2025 Jan 12, 2026
Horst & Graben Wealth Management LLC History Reduced 1,389,168 32,469 4.9% 5.07% 26 -23,860 -1.69% Q4 2025 Jan 27, 2026
TruNorth Capital Management, LLC History Added to 1,271,246 29,709 5.64% 5.64% 27 +56,023 4.61% Q4 2025 Feb 11, 2026
KilterHowling LLC History Added to 1,256,444 29,363 14.88% 15.99% 28 +32,832 2.68% Q4 2025 Feb 13, 2026
ZynergyRetirementPlanningLLC History Added to 1,251,547 29,248 18.0% 18.51% 29 +1,117 0.09% Q4 2025 Jan 09, 2026
NorthRock Partners, LLC History Added to 1,185,787 27,711 0.47% 0.4% 30 +250,145 26.74% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,183,283 27,653 0.0% 0.0% 31 +44,721 3.93% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Added to 1,179,235 27,558 0.5% 0.54% 32 +26,094 2.26% Q4 2025 Feb 17, 2026
Mokosak Advisory Group, LLC History Added to 1,152,078 26,923 6.76% 6.85% 33 +35,782 3.21% Q4 2025 Feb 03, 2026
THEORY FINANCIAL LLC History Reduced 1,139,188 26,725 9.0% 10.09% 34 -70,908 -5.86% Q4 2025 Feb 10, 2026
Plum Street Advisors, LLC History Added to 1,130,941 26,430 9.41% 8.99% 35 +138,845 14.0% Q4 2025 Feb 13, 2026
Austin Private Wealth, LLC History Reduced 1,116,835 26,100 1.94% 2.1% 36 -64,131 -5.43% Q4 2025 Jan 20, 2026
OSAIC HOLDINGS, INC. History Added to 1,077,703 25,186 0.04% 0.03% 37 +18,151 1.71% Q4 2025 Feb 17, 2026
Alliance Wealth Management Group History Reduced 1,018,851 23,810 5.23% 5.55% 38 -45,091 -4.24% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 1,018,851 23,810 3.75% 4.01% 39 -45,091 -4.24% Q4 2025 Jan 21, 2026
MORGAN STANLEY History Reduced 991,763 23,177 0.0% 0.0% 40 -8,519 -0.85% Q4 2025 Feb 13, 2026
Creative Planning History Added to 953,057 22,272 0.02% 0.01% 41 +523,300 121.77% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 939,297 21,951 0.03% 0.03% 42 +110,464 13.33% Q4 2025 Feb 18, 2026
TSA Wealth Managment LLC History Added to 938,747 21,938 7.27% 7.37% 43 +15,253 1.65% Q4 2025 Jan 22, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 935,914 21,872 0.33% 0.37% 44 -68,168 -6.79% Q4 2025 Jan 22, 2026
Vident Advisory, LLC History Reduced 885,913 20,703 0.19% 0.29% 45 -388,876 -30.51% Q4 2025 Feb 18, 2026
Asset Allocation Strategies LLC History Added to 882,937 20,634 3.82% 3.9% 46 +43,134 5.14% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 866,561 20,251 0.97% 1.27% 47 +91,465 11.8% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 866,448 20,248 0.27% 0.35% 48 +91,352 11.79% Q4 2025 Feb 06, 2026
LPL Financial LLC History Reduced 842,638 19,692 0.01% 0.01% 49 -20,413 -2.37% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 839,357 19,615 0.11% 0.12% 50 -98,790 -10.53% Q4 2025 Jan 29, 2026
Bond & Devick Financial Network, Inc. History Added to 822,996 19,233 5.42% 5.27% 51 +76,480 10.24% Q4 2025 Jan 14, 2026
One Wealth Advisors, LLC History Reduced 797,267 18,632 2.28% 2.37% 52 -8,057 -1.0% Q4 2025 Feb 02, 2026
Revolve Wealth Partners, LLC History Added to 789,604 18,453 2.17% 2.12% 53 +36,480 4.84% Q4 2025 Jan 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 781,082 18,253 0.14% 0.13% 54 +77,907 11.08% Q4 2025 Feb 12, 2026
Revisor Wealth Management LLC History Added to 740,283 17,320 4.64% 5.61% 55 +45,769 6.59% Q4 2025 Jan 27, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 692,539 16,184 0.01% 0.01% 56 -10,075 -1.43% Q4 2025 Feb 18, 2026
Mutual Advisors, LLC History Added to 690,824 16,144 0.35% 0.36% 57 +7,441 1.09% Q4 2025 Feb 02, 2026
UBS Group AG History Reduced 674,672 15,767 0.0% 0.0% 58 -16,210 -2.35% Q4 2025 Jan 29, 2026
James J. Burns & Company, LLC History Added to 671,466 15,692 2.17% 2.32% 59 +9,350 1.41% Q4 2025 Jan 23, 2026
Pacific Park Financial, Inc. History New 640,008 14,956 9.34% — 60 +640,008 New Q4 2025 Jan 30, 2026
CFS Investment Advisory Services, LLC History Reduced 633,702 14,809 1.08% 1.21% 61 -55,569 -8.06% Q4 2025 Feb 10, 2026
Ascent Group, LLC History Added to 628,347 14,684 0.5% 0.28% 62 +292,644 87.17% Q4 2025 Jan 20, 2026
Cedar Mountain Advisors, LLC History Reduced 627,593 14,666 2.83% 2.95% 63 -18,109 -2.8% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Reduced 621,726 14,529 0.02% 0.02% 64 -6,897 -1.1% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Added to 597,513 13,963 1.53% 1.58% 65 +4,444 0.75% Q4 2025 Jan 15, 2026
Amicus Financial Advisors, LLC History New 574,351 13,422 3.74% — 66 +574,351 New Q4 2025 Mar 02, 2026
Arnold Financial Planning LLC History New 564,204 13,185 13.59% — 67 +564,204 New Q4 2025 Jan 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 563,098 13,159 0.08% 0.1% 68 -57,391 -9.25% Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History Added to 549,682 12,846 1.78% 1.89% 69 +56,714 11.5% Q4 2025 Jan 14, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 530,451 12,396 5.29% 5.15% 70 +19,262 3.77% Q4 2025 Jan 22, 2026
EP Wealth Advisors, LLC History New 523,420 12,232 0.06% — 71 +523,420 New Q4 2025 Feb 18, 2026
MYECFO, LLC History Added to 513,371 11,998 5.09% 5.29% 72 +17,847 3.6% Q4 2025 Jan 12, 2026
Clearview Wealth Advisors LLC History Added to 505,777 11,820 7.49% 7.48% 73 +8,189 1.65% Q4 2025 Feb 17, 2026
KICKSTAND VENTURES, LLC. History Reduced 484,183 11,315 2.38% 2.52% 74 -4,159 -0.85% Q4 2025 Jan 29, 2026
SigFig Wealth Management, LLC History Added to 469,825 11,003 0.33% 0.31% 75 +43,406 10.18% Q4 2025 Jan 16, 2026
Grove Street Fiduciary, LLC History Reduced 466,430 10,900 4.56% 5.19% 76 -1,707 -0.36% Q4 2025 Feb 03, 2026
Apriem Advisors History Added to 460,852 10,770 0.99% 1.02% 77 +352 0.08% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 457,992 10,703 0.06% 0.06% 78 +4,688 1.03% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 453,917 10,608 0.24% 0.26% 79 +32,305 7.66% Q4 2025 Feb 06, 2026
Ballast Financial Advisors LLC History New 451,800 10,558 10.87% — 80 +451,800 New Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Reduced 441,754 10,323 1.25% 1.34% 81 -11,961 -2.64% Q4 2025 Jan 13, 2026
MorganRosel Wealth Management, LLC History Added to 423,510 9,897 2.48% 2.44% 82 +22,798 5.69% Q4 2025 Feb 13, 2026
Summit Financial Strategies, Inc. History Reduced 414,423 9,685 0.8% 0.94% 83 -50,855 -10.93% Q4 2025 Jan 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 404,983 9,464 0.19% 0.19% 84 +34,271 9.24% Q4 2025 Feb 06, 2026
Affinity Capital Advisors, LLC History Added to 401,793 9,389 1.3% 1.43% 85 +5,592 1.41% Q4 2025 Jan 09, 2026
Focus Financial Network, Inc. History Added to 398,837 9,320 0.32% 0.33% 86 +5,133 1.3% Q4 2025 Jan 12, 2026
Tempus Wealth Planning, LLC History Added to 397,795 9,296 2.13% 1.96% 87 +33,761 9.27% Q4 2025 Jan 16, 2026
AlphaCore Capital LLC History Added to 396,007 9,254 0.21% 0.31% 88 +1,478 0.37% Q4 2025 Feb 05, 2026
Daviman Financial, LLC History New 389,946 9,113 5.35% — 89 +389,946 New Q4 2025 Feb 06, 2026
Security Financial Services, INC. History Added to 389,230 9,096 1.43% 0.94% 90 +141,053 56.84% Q4 2025 Jan 27, 2026
BREAKTHRU ADVISORY SERVICES, LLC History Added to 385,142 9,000 5.75% 5.49% 91 +29,815 8.39% Q4 2025 Jan 12, 2026
Beacon Pointe Advisors, LLC History Reduced 374,237 8,745 0.06% 0.08% 92 -18,901 -4.81% Q4 2025 Feb 18, 2026
Ashton Thomas Private Wealth, LLC History Added to 369,548 8,636 0.21% 0.2% 93 +33,426 9.94% Q4 2025 Jan 29, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 365,927 8,551 5.3% 5.38% 94 -3,281 -0.89% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Reduced 363,972 8,506 0.05% 0.06% 95 -43,205 -10.61% Q4 2025 Jan 26, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 360,315 8,420 0.71% 0.67% 96 +23,535 6.99% Q4 2025 Jan 15, 2026
Peak Financial Management, Inc. History Added to 353,378 8,258 2.13% 2.1% 97 +14,589 4.31% Q4 2025 Jan 23, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 341,977 7,992 2.5% 2.42% 98 +30,727 9.87% Q4 2025 Jan 12, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 335,417 7,838 2.4% 2.49% 99 +6,192 1.88% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Reduced 332,361 7,767 0.26% 0.29% 100 -18,815 -5.36% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Added to 319,946 7,477 0.23% 0.23% 101 +20,116 6.71% Q4 2025 Jan 06, 2026
Forthright Family Wealth Advisory LLC History Added to 319,426 7,464 4.69% 4.52% 102 +6,220 1.99% Q4 2025 Feb 23, 2026
Cambridge Investment Research Advisors, Inc. History Added to 318,401 7,441 0.02% 0.02% 103 +61,320 23.85% Q4 2025 Feb 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 318,304 7,438 0.31% 0.32% 104 -2,553 -0.8% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 315,094 7,363 0.46% 0.47% 105 +16,687 5.59% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 314,483 7,349 0.04% 0.04% 106 +30,395 10.7% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Added to 305,279 7,134 0.61% 0.6% 107 +11,210 3.81% Q4 2025 Feb 02, 2026
Midwest Financial Group LLC History Added to 302,319 7,065 3.12% 2.87% 108 +45,409 17.68% Q4 2025 Jan 20, 2026
Hoxton Planning & Management, LLC History Added to 287,218 6,712 2.01% 1.68% 109 +64,885 29.18% Q4 2025 Feb 11, 2026
WealthShield Partners, LLC History Added to 284,919 6,658 0.73% 0.62% 110 +53,792 23.27% Q4 2025 Feb 03, 2026
Merit Financial Group, LLC History Reduced 283,848 6,633 0.05% 0.07% 111 -23,079 -7.52% Q4 2025 Jan 26, 2026
Curtis Advisory Group, LLC History Added to 282,275 6,596 1.38% 1.41% 112 +17,669 6.68% Q4 2025 Jan 23, 2026
PARK AVENUE SECURITIES LLC History Added to 280,584 6,557 0.06% 0.05% 113 +16,843 6.39% Q4 2025 Jan 05, 2026
Independent Solutions Wealth Management, LLC History Added to 280,510 6,555 1.2% 1.16% 114 +1,194 0.43% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 279,716 6,536 0.0% 0.01% 115 -113,983 -28.95% Q4 2025 Feb 10, 2026
Marotta Asset Management History Reduced 274,761 6,421 1.19% 1.25% 116 -9,249 -3.26% Q4 2025 Jan 07, 2026
Fairway Financial, LLC History Added to 265,887 6,213 4.69% 4.73% 117 +10,272 4.02% Q4 2025 Feb 04, 2026
FIFTH THIRD SECURITIES, INC. History Added to 254,732 5,953 0.39% 0.39% 118 +14,462 6.02% Q4 2025 Jan 23, 2026
Northeast Financial Group, Inc. History Added to 252,917 5,911 1.34% 1.45% 119 +4,244 1.71% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Added to 249,985 5,842 0.23% 0.24% 120 +938 0.38% Q4 2025 Jan 30, 2026
Compass Financial Group, INC/SD History Added to 242,926 5,677 0.81% 0.7% 121 +43,262 21.67% Q4 2025 Jan 27, 2026
Clay Northam Wealth Management, LLC History Reduced 242,146 5,658 3.14% 3.77% 122 -39,474 -14.02% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 233,262 5,451 0.06% 0.07% 123 -113,407 -32.71% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Reduced 232,165 5,425 0.04% 0.06% 124 -29,039 -11.12% Q4 2025 Feb 17, 2026
LATHROP INVESTMENT MANAGEMENT CO History Added to 231,455 5,409 0.98% 0.44% 125 +128,825 125.52% Q4 2025 Feb 09, 2026
Nalls Sherbakoff Group, LLC History Reduced 224,935 5,256 3.79% 3.93% 126 -23,007 -9.28% Q4 2025 Mar 12, 2026
Freestone Capital Holdings, LLC History Reduced 219,415 5,127 0.15% 0.17% 127 -14,818 -6.33% Q4 2025 Jan 23, 2026
Advisor OS, LLC History Reduced 218,277 5,101 0.41% 0.44% 128 -351 -0.16% Q4 2025 Feb 04, 2026
Total Wealth Planning, LLC History Reduced 216,518 5,060 10.83% 11.24% 129 -3,921,602 -94.77% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Added to 215,172 5,028 0.38% 0.3% 130 +14,006 6.96% Q4 2025 Feb 17, 2026
Manske Wealth Management History Added to 214,700 5,017 1.48% 1.44% 131 +14,960 7.49% Q4 2025 Feb 03, 2026
Stonekeep Investments, LLC History Added to 212,585 4,968 3.18% 2.86% 132 +20,555 10.7% Q4 2025 Jan 07, 2026
Tradition Wealth Management, LLC History Reduced 210,759 4,925 0.35% 0.37% 133 -4,268 -1.98% Q4 2025 Feb 11, 2026
Guardian Financial Partners, LLC History Reduced 207,200 4,842 2.04% 2.13% 134 -8,256 -3.83% Q4 2025 Jan 14, 2026
Wakefield Asset Management LLLP History Added to 206,528 4,826 1.31% 1.26% 135 +9,874 5.02% Q4 2025 Feb 05, 2026
Fischer Financial Services, Inc. History Added to 200,267 4,680 1.24% 1.21% 136 +9,037 4.73% Q4 2025 Feb 06, 2026
Brookstone Capital Management History Reduced 198,881 4,647 0.05% 0.06% 137 -3,526 -1.74% Q4 2025 Jan 15, 2026
XY Planning Network, Inc. History New 198,341 4,635 0.81% — 138 +198,341 New Q4 2025 Jan 26, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 196,701 4,596 0.3% 0.3% 139 +44 0.02% Q4 2025 Jan 26, 2026
HC Advisors, LLC History Added to 195,678 4,572 3.16% 3.06% 140 +10,260 5.53% Q4 2025 Feb 11, 2026
Bestgate Wealth Advisors, LLC History Added to 194,190 4,538 7.97% 7.77% 141 +6,653 3.55% Q4 2025 Jan 16, 2026
BFSG, LLC History Added to 191,137 4,466 0.43% 0.42% 142 +7,101 3.86% Q4 2025 Jan 22, 2026
WealthPLAN Partners, LLC History Reduced 187,092 4,372 0.65% 0.66% 143 -1,032 -0.55% Q4 2025 Feb 12, 2026
FIDUCIENT ADVISORS LLC History New 182,208 4,258 0.53% — 144 +182,208 New Q4 2025 Feb 10, 2026
VanderPol Investments L.L.C. History Added to 181,981 4,252 7.39% 5.36% 145 +51,177 39.12% Q4 2025 Feb 04, 2026
TPG Advisors LLC History Reduced 181,936 4,251 2.65% 2.85% 146 -2,821 -1.53% Q4 2025 Jan 21, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 179,397 4,192 1.11% 1.12% 147 +19,019 11.86% Q4 2025 Jan 12, 2026
Curi Capital, LLC History Reduced 175,922 4,111 0.07% 0.08% 148 -12,645 -6.71% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 175,808 4,108 0.04% 0.05% 149 +37,496 27.11% Q4 2025 Jan 23, 2026
Redwood Investment Management, LLC History Added to 175,465 4,101 0.46% 0.39% 150 +23,252 15.28% Q4 2025 Feb 17, 2026
VSM Wealth Advisory, LLC History New 175,508 4,099 1.23% — 151 +175,508 New Q4 2025 Feb 06, 2026
Cassilly Financial Group LLC History New 174,069 4,067 3.6% — 152 +174,069 New Q4 2025 Jan 15, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 174,021 4,066 1.35% 1.79% 153 -40,190 -18.76% Q4 2025 Jan 27, 2026
Perigon Wealth Management, LLC History Added to 173,687 4,059 0.07% 0.08% 154 +8,196 4.95% Q4 2025 Jan 16, 2026
Chatterton & Associates Inc. History New 170,971 3,995 3.42% — 155 +170,971 New Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History Reduced 170,763 3,990 0.13% 0.15% 156 -19,992 -10.48% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 162,611 3,800 0.07% 0.07% 157 +11,169 7.38% Q4 2025 Jan 16, 2026
Valpey Financial Services, LLC History Added to 160,420 3,749 2.39% 2.4% 158 +3,899 2.49% Q4 2025 Mar 04, 2026
Brady Martz Wealth Solutions, LLC History Reduced 158,972 3,715 0.65% 0.8% 159 -28,868 -15.37% Q4 2025 Jan 15, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 157,527 3,681 1.89% 2.21% 160 -9,381 -5.62% Q4 2025 Feb 10, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 157,241 3,674 0.4% 0.21% 161 +78,323 99.25% Q4 2025 Feb 18, 2026
Krilogy Financial LLC History Reduced 154,383 3,621 0.12% 0.15% 162 -20,732 -11.84% Q4 2025 Jan 27, 2026
Curbstone Financial Management Corp History Added to 154,450 3,609 0.69% 0.6% 163 +20,750 15.52% Q4 2025 Jan 23, 2026
LOWERY THOMAS, LLC History Added to 152,568 3,565 2.01% 1.85% 164 +15,718 11.49% Q4 2025 Jan 26, 2026
NYL Investors LLC History Added to 151,945 3,550 1.21% 1.14% 165 +3,787 2.56% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 151,885 3,549 0.0% 0.0% 166 -4,978 -3.17% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 149,959 3,504 0.05% 0.05% 167 +17,030 12.81% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 147,394 3,444 0.06% 0.07% 168 +7,295 5.21% Q4 2025 Feb 06, 2026
COOPER/HAIMS ADVISORS, LLC History Added to 147,264 3,441 1.56% 1.6% 169 +940 0.64% Q4 2025 Feb 11, 2026
Breakwater Investment Management History Reduced 146,227 3,417 1.24% 1.29% 170 -2,744 -1.84% Q4 2025 Feb 02, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 142,331 3,326 0.21% 0.22% 171 -1,398 -0.97% Q4 2025 Jan 23, 2026
Range Financial Group LLC History Added to 141,277 3,301 1.14% 0.75% 172 +52,448 59.04% Q4 2025 Jan 15, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 139,556 3,261 0.39% 0.41% 173 +1,409 1.02% Q4 2025 Jan 26, 2026
Smart Money Group LLC History Reduced 139,387 3,257 0.95% 1.01% 174 -6,401 -4.39% Q4 2025 Jan 30, 2026
Grey Fox Wealth Advisors, LLC History Reduced 139,039 3,249 0.67% 0.67% 175 -1,114 -0.79% Q4 2025 Feb 12, 2026
Keystone Wealth Services, LLC History Added to 138,678 3,240 0.68% 0.68% 176 +5,555 4.17% Q4 2025 Jan 26, 2026
Hidden Cove Wealth Management, LLC History Reduced 137,963 3,224 2.09% 2.21% 177 -4,514 -3.17% Q4 2025 Feb 02, 2026
Friedenthal Financial History Reduced 137,318 3,209 1.65% 2.0% 178 -27,570 -16.72% Q4 2025 Jan 27, 2026
Chesapeake Wealth Management History Added to 137,277 3,208 0.96% 0.98% 179 +259 0.19% Q4 2025 Feb 03, 2026
Victrix Investment Advisors History New 136,337 3,186 1.23% — 180 +136,337 New Q4 2025 Feb 11, 2026
Emergent Wealth Advisors, LLC History Added to 136,137 3,181 1.79% 1.83% 181 +1,326 0.98% Q4 2025 Jan 14, 2026
OARSMAN CAPITAL, INC. History Reduced 130,853 3,058 0.4% 0.47% 182 -12,649 -8.81% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 130,298 3,045 0.06% 0.07% 183 -4,086 -3.04% Q4 2025 Feb 09, 2026
North Forty Two & Co. History Reduced 130,294 3,044 2.87% 3.15% 184 -7,000 -5.1% Q4 2025 Feb 09, 2026
Red Tortoise LLC History Added to 129,744 3,032 1.29% 1.31% 185 +1,338 1.04% Q4 2025 Jan 22, 2026
Zhang Financial LLC History Added to 127,505 2,979 0.11% 0.1% 186 +20,637 19.31% Q4 2025 Feb 10, 2026
Twin Cities Retirement Group LLC History New 127,467 2,978 2.87% — 187 +127,467 New Q4 2025 Feb 09, 2026
INTEGRITY ALLIANCE, LLC. History Added to 124,602 2,911 0.11% 0.1% 188 +36,969 42.19% Q4 2025 Feb 09, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 123,163 2,878 2.43% — 189 +123,163 New Q4 2025 Jan 20, 2026
Focus Partners Wealth History Added to 122,914 2,872 0.0% 0.0% 190 +86,804 240.39% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 121,768 2,845 0.04% 0.03% 191 +10,350 9.29% Q4 2025 Jan 26, 2026
CURTIS WEALTH MANAGEMENT LLC History New 120,239 2,820 2.45% — 193 +120,239 New Q4 2025 Feb 11, 2026
5T Wealth, LLC History Reduced 120,677 2,820 1.13% 1.31% 192 -7,412 -5.79% Q4 2025 Jan 27, 2026
Aventus Investment Advisors, Inc. History Added to 118,293 2,764 2.24% 0.95% 194 +70,635 148.21% Q4 2025 Jan 14, 2026
CreativeOne Wealth, LLC History Added to 118,072 2,759 0.07% 0.06% 195 +6,864 6.17% Q4 2025 Feb 13, 2026
WealthPoint Financial, LLC History New 116,565 2,724 2.37% — 196 +116,565 New Q4 2025 Feb 19, 2026
CVA Family Office, LLC History Added to 116,262 2,717 0.31% 0.31% 197 +13,480 13.12% Q4 2025 Jan 12, 2026
Financial Designs Corp History Added to 115,109 2,690 1.52% 1.47% 198 +6,832 6.31% Q4 2025 Jan 23, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 114,837 2,683 1.27% 1.12% 199 +15,397 15.48% Q4 2025 Feb 13, 2026
Advisors Preferred, LLC History New 114,588 2,677 0.44% — 200 +114,588 New Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Reduced 112,883 2,638 0.01% 0.01% 201 -4,905 -4.16% Q4 2025 Feb 13, 2026
BCS Wealth Management History Added to 112,662 2,632 0.27% 0.33% 202 +51,031 82.8% Q4 2025 Jan 26, 2026
Tactive Advisors, LLC History Added to 112,474 2,628 0.77% 0.61% 203 +20,032 21.67% Q4 2025 Jan 09, 2026
Simplicity Wealth,LLC History Added to 111,934 2,615 0.16% 0.14% 204 +6,896 6.57% Q4 2025 Jan 30, 2026
OneAscent Financial Services LLC History New 111,685 2,610 0.24% — 205 +111,685 New Q4 2025 Feb 11, 2026
LVW Advisors, LLC History Added to 109,019 2,547 0.26% 0.21% 206 +20,375 22.99% Q4 2025 Jan 14, 2026
Core Wealth Partners LLC History Added to 108,577 2,537 1.14% 1.04% 207 +11,927 12.34% Q4 2025 Feb 17, 2026
ETF Store, Inc. History Added to 108,340 2,531 2.58% 2.63% 208 +2,601 2.46% Q4 2025 Jan 22, 2026
Omega Financial Group, LLC History Added to 107,646 2,515 0.83% 0.83% 209 +967 0.91% Q4 2025 Jan 28, 2026
Apeiron RIA LLC History Reduced 107,816 2,512 0.51% 1.6% 210 -193,872 -64.26% Q4 2025 Feb 03, 2026
Maia Wealth LLC History Reduced 104,227 2,454 0.42% 0.44% 211 -7,262 -6.51% Q4 2025 Feb 17, 2026
Boston Partners History Added to 104,024 2,431 0.0% 0.0% 212 +16,639 19.04% Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 103,630 2,421 0.51% — 213 +103,630 New Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Added to 103,504 2,418 0.07% 0.07% 214 +3,483 3.48% Q4 2025 Feb 10, 2026
M1 Capital Management LLC History Added to 102,858 2,403 1.0% 1.04% 215 +459 0.45% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Added to 101,242 2,366 0.14% 0.09% 216 +10,332 11.37% Q4 2025 Jan 30, 2026
Envestnet Portfolio Solutions, Inc. History Added to 101,212 2,365 0.01% 0.01% 217 +13,502 15.39% Q4 2025 Feb 06, 2026
Gen-Wealth Partners Inc History Added to 100,623 2,351 0.75% 0.63% 218 +21,576 27.3% Q4 2025 Feb 13, 2026
Livet Wealth, LLC History New 98,155 2,293 1.41% — 219 +98,155 New Q4 2025 Feb 13, 2026
Oldfather Financial Services, LLC History Reduced 97,111 2,269 0.68% 0.71% 220 -104 -0.11% Q4 2025 Jan 16, 2026
BALLAST ADVISORS LLC History Added to 97,032 2,267 0.63% 0.61% 221 +1,914 2.01% Q4 2025 Feb 03, 2026
Bangor Savings Bank History Reduced 96,397 2,252 0.18% 0.2% 222 -4,950 -4.88% Q4 2025 Jan 16, 2026
Carnegie Investment Counsel History Added to 95,672 2,235 0.04% 0.02% 223 +42,422 79.67% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 95,623 2,234 0.02% 0.02% 224 +6,253 7.0% Q4 2025 Feb 12, 2026
Vantage Financial Partners, LLC History Added to 91,892 2,147 0.44% 0.45% 225 +221 0.24% Q4 2025 Feb 03, 2026
RDA Financial Network History Added to 90,653 2,118 0.51% 0.51% 226 +2,043 2.31% Q4 2025 Jan 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 89,974 2,109 0.1% 0.12% 227 -1,380 -1.51% Q4 2025 Feb 03, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 89,964 2,102 0.13% 0.15% 228 +149 0.17% Q4 2025 Feb 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 88,120 2,059 0.07% 0.1% 229 -21,194 -19.39% Q4 2025 Feb 02, 2026
BUSH INVESTMENT GROUP, LLC History Reduced 86,809 2,028 1.13% 1.22% 230 -1,116 -1.27% Q4 2025 Mar 05, 2026
BCWM, LLC History Added to 86,677 2,025 0.61% 0.59% 231 +3,213 3.85% Q4 2025 Feb 11, 2026
Sightline Wealth Advisors, LLC History Added to 86,689 2,025 0.86% 0.91% 232 +737 0.86% Q4 2025 Jan 26, 2026
NATIXIS ADVISORS, LLC History Added to 86,596 2,024 0.0% 0.0% 233 +5,187 6.37% Q4 2025 Feb 10, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Added to 86,013 2,010 1.14% 0.9% 234 +22,314 35.03% Q4 2025 Feb 03, 2026
Retirement Planning Group, LLC History Reduced 85,345 1,994 0.07% 0.07% 235 -6,446 -7.02% Q4 2025 Feb 03, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 85,116 1,989 0.74% 0.86% 236 -7,894 -8.49% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History Reduced 84,952 1,985 0.04% 0.05% 237 -18,562 -17.93% Q4 2025 Feb 17, 2026
Dorato Capital Management History New 83,801 1,968 1.48% — 238 +83,801 New Q4 2025 Jan 16, 2026
Alaska Wealth Advisors, LLC History Added to 84,021 1,963 0.25% 0.22% 239 +13,539 19.21% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 81,725 1,909 0.02% 0.01% 240 -9,028 -9.95% Q4 2025 Feb 13, 2026
Midwest Capital Advisors, LLC History Added to 80,517 1,881 0.9% 0.25% 241 +58,073 258.75% Q4 2025 Jan 29, 2026
Blossom Wealth Management History Reduced 80,334 1,877 3.1% 3.21% 242 -4,476 -5.28% Q4 2025 Jan 16, 2026
K2 Financial Inc. History Added to 78,358 1,832 1.42% 1.16% 243 +16,935 27.57% Q4 2025 Jan 22, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 77,207 1,804 0.5% 0.46% 244 +6,124 8.62% Q4 2025 Jan 13, 2026
NBT BANK N A /NY History No change 76,097 1,800 0.12% 0.12% 245 0 0.0% Q4 2025 Jan 23, 2026
ProVise Management Group, LLC History Added to 76,885 1,796 0.13% 0.13% 246 +1,004 1.32% Q4 2025 Jan 29, 2026
IFG Advisory, LLC History Added to 75,517 1,764 0.08% 0.08% 247 +2,238 3.05% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Added to 74,932 1,751 0.01% 0.01% 248 +1,137 1.54% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Reduced 72,661 1,698 0.13% 0.13% 249 -199 -0.27% Q4 2025 Jan 26, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 70,925 1,657 0.54% 0.59% 250 -517 -0.72% Q4 2025 Jan 15, 2026
Powers Advisory Group, LLC History Added to 70,428 1,645 0.62% 0.66% 251 +70 0.1% Q4 2025 Jan 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 70,156 1,639 0.16% 0.17% 252 +567 0.81% Q4 2025 Jan 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 70,079 1,637 0.0% 0.0% 253 +3,518 5.29% Q4 2025 Feb 17, 2026
Eley Financial Management, Inc History Added to 69,788 1,630 0.59% 0.56% 254 +3,315 4.99% Q4 2025 Feb 12, 2026
Park Edge Advisors, LLC History Added to 69,505 1,624 0.37% 0.35% 255 +4,124 6.31% Q4 2025 Jan 16, 2026
Csenge Advisory Group History Reduced 69,320 1,620 0.07% 0.08% 256 -3,136 -4.33% Q4 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History Reduced 68,842 1,608 0.34% 0.39% 257 -5,964 -7.97% Q4 2025 Feb 10, 2026
SUTTON PLACE INVESTORS LLC History Reduced 68,078 1,590 0.87% 0.98% 258 -4,961 -6.79% Q4 2025 Jan 21, 2026
Merkkuri Wealth Advisors LLC History Added to 66,420 1,552 1.06% 0.82% 259 +17,995 37.16% Q4 2025 Jan 29, 2026
Gambit Capital Management, LLC History New 65,859 1,539 1.1% — 260 +65,859 New Q4 2025 Feb 06, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 64,989 1,518 0.33% 0.31% 261 +5,732 9.67% Q4 2025 Jan 26, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 64,202 1,500 0.32% 0.48% 262 +4,269 7.12% Q4 2025 Feb 12, 2026
Smart Portfolios, LLC History No change 64,000 1,495 1.49% 1.45% 263 0 0.0% Q4 2025 Jan 30, 2026
Stockman Wealth Management, Inc. History Added to 63,025 1,472 0.17% 0.18% 264 +2,000 3.28% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Added to 61,444 1,439 0.04% 0.03% 265 +16,182 35.75% Q4 2025 Jan 28, 2026
HHM Wealth Advisors, LLC History Added to 61,490 1,437 0.17% 0.15% 266 +4,683 8.24% Q4 2025 Jan 22, 2026
Farnam Financial LLC History Reduced 61,135 1,428 1.07% 1.14% 267 -1,441 -2.3% Q4 2025 Jan 26, 2026
MSH Capital Advisors LLC History Added to 60,750 1,419 0.3% 0.38% 268 +32 0.05% Q4 2025 Feb 09, 2026
Beacon Financial Advisory LLC History Added to 60,073 1,403 0.33% 0.32% 269 +673 1.13% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Reduced 59,745 1,396 0.02% 0.02% 270 -6,339 -9.59% Q4 2025 Feb 17, 2026
Coordinated Financial Services, Inc. History Added to 59,638 1,393 0.8% 0.84% 271 +3,481 6.2% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History Added to 59,604 1,392 0.33% 0.29% 272 +11,230 23.21% Q4 2025 Jan 12, 2026
Seneca Financial Advisors LLC History Reduced 59,469 1,389 0.42% 0.46% 273 -131 -0.22% Q4 2025 Jan 26, 2026
Sculati Wealth Management, LLC History Added to 59,135 1,381 0.49% 0.3% 275 +23,380 65.39% Q4 2025 Feb 05, 2026
Avion Wealth History Reduced 59,124 1,381 0.29% 0.3% 274 -1,322 -2.19% Q4 2025 Jan 23, 2026
Capital Management Associates, Inc History Reduced 58,870 1,375 0.3% 0.38% 276 -349 -0.59% Q4 2025 Jan 21, 2026
HB Wealth Management, LLC History Reduced 57,526 1,344 0.01% 0.01% 277 -1,777 -3.0% Q4 2025 Jan 28, 2026
Heritage Family Offices, LLP History Added to 57,292 1,338 0.61% 0.52% 278 +9,276 19.32% Q4 2025 Jan 12, 2026
Sage Financial Management Group, Inc. History Reduced 56,957 1,331 0.41% 0.45% 279 -2,539 -4.27% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 56,604 1,325 0.05% 0.08% 280 +4,269 8.16% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History Added to 56,503 1,320 0.54% 0.17% 281 +30,141 114.34% Q4 2025 Feb 11, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 56,107 1,311 0.14% 0.15% 282 -172 -0.31% Q4 2025 Jan 09, 2026
NWAM LLC History Reduced 55,692 1,305 0.07% 0.13% 284 -46,940 -45.74% Q4 2025 Feb 04, 2026
CENTRAL TRUST Co History Added to 55,870 1,305 0.03% 0.03% 283 +298 0.54% Q4 2025 Feb 02, 2026
Private Advisor Group, LLC History Reduced 55,636 1,300 0.01% 0.01% 285 -1,490 -2.61% Q4 2025 Feb 17, 2026
WealthTrak Capital Management LLC History Reduced 55,599 1,299 0.93% 1.1% 286 -1,159 -2.04% Q4 2025 Feb 10, 2026
OMC Financial Services LTD History No change 55,400 1,294 0.48% 0.48% 287 0 0.0% Q4 2025 Jan 06, 2026
Twele Capital Management, Inc. History Added to 54,925 1,283 0.23% 0.23% 288 +1,077 2.0% Q4 2025 Jan 09, 2026
Empirical Asset Management, LLC History Reduced 54,799 1,280 0.36% 0.39% 289 -4,305 -7.28% Q4 2025 Feb 06, 2026
Shared Vision Wealth Group LLC History Reduced 54,312 1,274 0.52% 0.56% 290 -1,572 -2.81% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Added to 53,949 1,263 0.13% 0.13% 291 +2,169 4.19% Q4 2025 Jan 12, 2026
Downshift Financial, LLC History New 52,523 1,229 0.76% — 292 +52,523 New Q4 2025 Mar 11, 2026
W ADVISORS, LLC History Reduced 52,514 1,227 0.62% 0.66% 293 -712 -1.34% Q4 2025 Feb 13, 2026
GK Wealth Management LLC History Added to 52,372 1,223 0.81% 0.84% 294 +3,640 7.47% Q4 2025 Jan 05, 2026
Brookwood Investment Group LLC History Added to 50,745 1,185 0.14% 0.15% 295 +1,166 2.35% Q4 2025 Jan 22, 2026
Modera Wealth Management, LLC History Reduced 50,199 1,173 0.01% 0.01% 296 -1,946 -3.73% Q4 2025 Jan 21, 2026
Latitude Advisors, LLC History Added to 48,784 1,140 0.5% 0.41% 297 +10,916 28.83% Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Reduced 48,472 1,132 0.05% 0.06% 298 -2,329 -4.58% Q4 2025 Feb 13, 2026
Milestones Private Investment Advisors LLC History Reduced 46,931 1,096 0.75% 0.83% 299 -5,113 -9.82% Q4 2025 Jan 26, 2026
Hobbs Wealth Management, LLC History Added to 46,932 1,096 1.07% 0.88% 300 +2,313 5.18% Q4 2025 Jan 29, 2026
Integrity Advisory Solutions, LLC History Added to 46,382 1,083 0.16% 0.14% 301 +9,969 27.38% Q4 2025 Feb 09, 2026
Great Waters Wealth Management History Reduced 45,759 1,069 0.12% 0.13% 302 -46 -0.1% Q4 2025 Jan 15, 2026
Crabel Capital Management, LLC History Added to 45,108 1,054 0.8% 0.6% 303 +16,577 58.1% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 45,119 1,054 0.04% 0.04% 304 +233 0.52% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 45,119 1,054 0.16% 0.17% 305 +233 0.52% Q4 2025 Jan 27, 2026
Arete Wealth Advisors, LLC History Reduced 44,935 1,050 0.06% 0.08% 306 -9,996 -18.2% Q4 2025 Feb 13, 2026
Pinnacle Family Advisors, LLC History Added to 42,227 986 0.43% 0.41% 307 +2,123 5.29% Q4 2025 Feb 17, 2026
Shearwater Capital LLC History No change 41,789 976 0.56% 0.58% 308 0 0.0% Q4 2025 Jan 13, 2026
Mission Creek Capital Partners, Inc. History Reduced 41,384 967 0.2% 0.2% 309 -1,051 -2.48% Q4 2025 Feb 12, 2026
Signet Investment Advisory Group, Inc. History Added to 41,134 961 0.45% 0.45% 310 +1,280 3.21% Q4 2025 Feb 12, 2026
Koshinski Asset Management, Inc. History Reduced 40,993 958 0.06% 0.07% 311 -365 -0.88% Q4 2025 Feb 03, 2026
Parkway Wealth Management Group, LLC History New 40,617 949 0.13% — 312 +40,617 New Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 39,993 934 0.02% 0.02% 313 +3,109 8.43% Q4 2025 Feb 05, 2026
Geometric Wealth Advisors History Added to 39,754 929 0.12% 0.11% 314 +5,329 15.48% Q4 2025 Feb 06, 2026
TRUIST FINANCIAL CORP History Added to 39,521 923 0.0% 0.0% 315 +11,044 38.78% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Reduced 39,259 917 0.03% 0.04% 316 -8,531 -17.85% Q4 2025 Feb 06, 2026
Empower Advisory Group, LLC History No change 39,228 916 0.0% 0.0% 317 0 0.0% Q4 2025 Feb 12, 2026
Catalina Capital Group, LLC History Added to 39,082 913 0.55% 0.56% 318 +237 0.61% Q4 2025 Jan 16, 2026
Claro Advisors Inc. History Added to 38,913 909 0.12% 0.05% 319 +23,210 147.81% Q4 2025 Feb 17, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 38,894 908 0.09% 0.1% 320 +5 0.01% Q4 2025 Feb 12, 2026
RCS Financial Planning, LLC History Reduced 38,421 897 0.39% 0.42% 321 -1,770 -4.4% Q4 2025 Jan 15, 2026
Orcam Financial Group History Reduced 37,957 887 0.66% 0.96% 322 -12,694 -25.06% Q4 2025 Feb 06, 2026
FIDELIS iM, LLC History New 37,360 873 0.34% — 323 +37,360 New Q4 2025 Jan 23, 2026
True North Advisors, LLC History New 37,336 872 0.11% — 324 +37,336 New Q4 2025 Jan 22, 2026
OMNI 360 Wealth, Inc. History Added to 36,910 867 0.44% 0.46% 325 +2,255 6.51% Q4 2025 Jan 29, 2026
NOVUS ADVISORS, LLC History Reduced 37,101 867 1.94% 2.01% 326 -286 -0.76% Q4 2025 Feb 13, 2026
HILL ISLAND FINANCIAL LLC History Reduced 36,847 861 0.21% 0.24% 327 -4,697 -11.31% Q4 2025 Jan 22, 2026
Investment Research Partners LLC History Added to 36,600 855 0.37% 0.37% 328 +1,957 5.65% Q4 2025 Feb 12, 2026
VERITY Wealth Advisors History Added to 35,914 839 0.52% 0.53% 329 +24 0.07% Q4 2025 Jan 07, 2026
Signal Advisors Wealth, LLC History Reduced 35,847 837 0.07% 0.11% 330 -14,674 -29.05% Q4 2025 Jan 13, 2026
Clear Creek Financial Management, LLC History Added to 35,711 834 0.07% 0.07% 331 +2,485 7.48% Q4 2025 Jan 23, 2026
Davis Wealth Advisors, LLC History New 35,605 832 0.69% — 333 +35,605 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 35,636 832 0.01% 0.01% 332 -823 -2.26% Q4 2025 Jan 21, 2026
Roundview Capital LLC History Added to 35,366 826 0.05% 0.05% 334 +988 2.87% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History Reduced 34,724 814 0.0% 0.0% 335 -172 -0.49% Q4 2025 Feb 10, 2026
Wealthspire Retirement, LLC History Added to 34,466 805 0.05% 0.05% 336 +1,294 3.9% Q4 2025 Feb 18, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 34,442 804 0.02% 0.02% 337 -2,357 -6.41% Q4 2025 Jan 23, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 33,695 787 0.26% 0.24% 338 +2,739 8.85% Q4 2025 Jan 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 33,457 781 0.36% 0.45% 339 -4,265 -11.31% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History Added to 33,162 775 0.06% 0.13% 340 +6,992 26.72% Q4 2025 Feb 11, 2026
Plan A Wealth LLC History Added to 33,113 773 0.38% 0.39% 341 +637 1.96% Q4 2025 Feb 06, 2026
RHL GROUP, LLC History New 33,017 771 0.62% — 342 +33,017 New Q4 2025 Feb 09, 2026
Sharkey, Howes & Javer History Added to 32,839 767 0.1% 0.06% 343 +12,154 58.76% Q4 2025 Jan 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 32,788 766 0.04% 0.05% 344 -1,097 -3.24% Q4 2025 Jan 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 32,739 765 0.02% 0.03% 345 -31,267 -48.85% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Added to 32,397 757 0.0% 0.0% 346 +274 0.85% Q4 2025 Jan 30, 2026
WJ Financial Advisors LLC History Reduced 32,155 751 0.67% 0.78% 347 -1,972 -5.78% Q4 2025 Feb 02, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 31,925 746 0.04% 0.05% 348 -4 -0.01% Q4 2025 Jan 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 31,877 744 0.06% 0.08% 349 -13,800 -30.21% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Added to 31,503 736 0.02% 0.01% 351 +4,650 17.32% Q4 2025 Feb 03, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 31,504 736 0.12% 0.12% 350 +672 2.18% Q4 2025 Feb 17, 2026
CWC Advisors, LLC. History Reduced 31,278 730 0.35% 0.36% 352 -124 -0.39% Q4 2025 Jan 26, 2026
Resurgent Financial Advisors LLC History Reduced 31,164 728 0.37% 0.37% 353 -896 -2.79% Q4 2025 Feb 12, 2026
Gradient Capital Advisors, LLC History Reduced 30,184 705 0.18% 0.2% 354 -950 -3.05% Q4 2025 Feb 06, 2026
Sonoma Private Wealth LLC History No change 30,179 705 0.85% 0.85% 355 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Management, Inc History Reduced 30,075 702 0.04% 0.04% 356 -1,503 -4.76% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History Reduced 28,620 668 0.02% 0.03% 357 -187 -0.65% Q4 2025 Jan 21, 2026
Ignite Planners, LLC History Reduced 28,460 667 0.1% 0.11% 358 -12 -0.04% Q4 2025 Feb 06, 2026
Leading Edge Financial Planning LLC History Reduced 28,501 666 0.15% 0.17% 359 -253 -0.88% Q4 2025 Jan 21, 2026
Garde Capital, Inc. History Reduced 28,433 664 0.04% 0.03% 360 -1,423 -4.77% Q4 2025 Feb 10, 2026
Advisory Alpha, LLC History Reduced 27,804 649 0.02% 0.02% 361 -3,652 -11.61% Q4 2025 Feb 06, 2026
Net Worth Advisory Group History New 27,631 645 0.13% — 362 +27,631 New Q4 2025 Jan 14, 2026
Stratos Wealth Advisors, LLC History Added to 27,030 631 0.03% 0.03% 363 +1,338 5.21% Q4 2025 Jan 20, 2026
Appalachian Capital Management Ltd History New 26,594 621 0.5% — 364 +26,594 New Q4 2025 Feb 17, 2026
Alpha Omega Wealth Management LLC History Reduced 26,480 618 0.1% 0.11% 365 -1,242 -4.48% Q4 2025 Jan 22, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 25,810 603 0.18% 0.26% 366 -11,793 -31.36% Q4 2025 Feb 12, 2026
RKL Wealth Management LLC History Reduced 25,696 600 0.05% 0.06% 367 -4,083 -13.71% Q4 2025 Feb 12, 2026
Western Financial Corp/CA History Reduced 25,698 600 0.24% 0.28% 368 -1,413 -5.21% Q4 2025 Jan 21, 2026
Laraway Financial Advisors Inc History Added to 25,334 592 0.39% 0.39% 369 +942 3.86% Q4 2025 Feb 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 25,182 588 0.07% 0.07% 370 0 0.0% Q4 2025 Feb 12, 2026
FAS Wealth Partners, Inc. History Added to 25,055 585 0.04% 0.04% 371 +28 0.11% Q4 2025 Feb 18, 2026
Texas Yale Capital Corp. History No change 24,518 572 0.02% 0.02% 372 0 0.0% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Reduced 24,372 571 0.05% 0.05% 373 -570 -2.29% Q4 2025 Jan 20, 2026
Sequoia Financial Advisors, LLC History Reduced 24,417 570 0.0% 0.01% 374 -12,166 -33.26% Q4 2025 Feb 03, 2026
PFG Advisors History Added to 24,056 562 0.03% 0.02% 375 +1,065 4.63% Q4 2025 Jan 27, 2026
Seek First Inc. History Added to 24,044 561 0.39% 0.4% 376 +397 1.68% Q4 2025 Jan 30, 2026
WESBANCO BANK INC History No change 23,957 559 0.02% 0.02% 377 0 0.0% Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 23,836 557 0.01% 0.01% 378 -2,334 -8.92% Q4 2025 Jan 29, 2026
L2 Asset Management, LLC History Added to 23,706 554 0.07% 0.08% 379 +201 0.86% Q4 2025 Feb 17, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 23,412 547 0.46% 0.49% 380 0 0.0% Q4 2025 Jan 26, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 23,402 546 0.07% 0.06% 381 +2,800 13.59% Q4 2025 Feb 09, 2026
Corient Private Wealth LLC History New 23,276 544 0.0% — 382 +23,276 New Q4 2025 Mar 09, 2026
VestGen Advisors, LLC History Added to 23,309 544 0.02% 0.01% 383 +11,036 89.92% Q4 2025 Feb 17, 2026
Liberty Capital Management, Inc. History Reduced 23,130 540 0.1% 0.1% 384 -20 -0.09% Q4 2025 Jan 26, 2026
Asempa Wealth Advisors History New 23,086 539 0.46% — 385 +23,086 New Q4 2025 Jan 08, 2026
Values Added Financial LLC History Added to 23,062 538 0.23% 0.2% 386 +3,521 18.02% Q4 2025 Jan 16, 2026
NORTHERN TRUST CORP History New 22,916 535 0.0% — 387 +22,916 New Q4 2025 Feb 17, 2026
Payne Capital LLC History Added to 22,719 530 0.54% 0.53% 388 +227 1.01% Q4 2025 Jan 20, 2026
Carroll Advisory Group, LLC History New 22,204 518 0.22% — 389 +22,204 New Q4 2025 Feb 09, 2026
Entelevest, LLC History New 22,081 516 0.52% — 390 +22,081 New Q4 2025 Feb 11, 2026
Bigelow Investment Advisors, LLC History Reduced 21,716 507 0.2% 0.24% 391 -3,886 -15.18% Q4 2025 Jan 28, 2026
RBA Wealth Management, LLC History Added to 21,395 499 0.17% 0.15% 392 +2,354 12.36% Q4 2025 Jan 26, 2026
Haven Private, LLC History Added to 21,228 496 0.22% 0.22% 393 +14 0.07% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 21,177 494 0.01% 0.01% 394 +9,622 83.27% Q4 2025 Feb 11, 2026
Investment Planning Advisors, Inc. History No change 21,146 494 0.14% 0.16% 395 0 0.0% Q4 2025 Jan 20, 2026
Badgley Phelps Wealth Managers, LLC History Added to 20,976 490 0.01% 0.01% 396 +96 0.46% Q4 2025 Jan 28, 2026
Ridgeline Wealth, LLC History Reduced 20,888 488 0.34% 0.48% 398 -6,576 -23.94% Q4 2025 Jan 08, 2026
New Harbor Financial Group, LLC History No change 20,900 488 0.09% 0.1% 397 0 0.0% Q4 2025 Jan 30, 2026
Kelman-Lazarov, Inc. History Added to 20,845 487 0.07% 0.07% 399 +274 1.33% Q4 2025 Jan 26, 2026
RCW Management, LLC History New 20,609 481 0.49% — 400 +20,609 New Q4 2025 Jan 30, 2026
Elevation Wealth Management LLC History New 20,479 478 0.46% — 402 +20,479 New Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 20,470 478 0.01% 0.01% 401 +479 2.4% Q4 2025 Feb 11, 2026
Balboa Wealth Partners History New 20,426 477 0.08% — 403 +20,426 New Q4 2025 Jan 16, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 20,253 473 0.08% 0.07% 404 +5,057 33.28% Q4 2025 Feb 06, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 20,042 468 0.01% — 405 +20,042 New Q4 2025 Feb 19, 2026
WEALTHGARDEN F.S. LLC History Reduced 19,894 466 0.31% 0.35% 406 -575 -2.81% Q4 2025 Feb 11, 2026
Hardin Capital Partners, LLC History Added to 19,906 465 0.22% 0.25% 407 +66 0.33% Q4 2025 Jan 09, 2026
RETIREMENT GUYS FORMULA LLC History Added to 19,798 462 0.21% 0.16% 408 +432 2.23% Q4 2025 Jan 23, 2026
Wedmont Private Capital History Reduced 19,610 459 0.02% 0.02% 409 -2,215 -10.15% Q4 2025 Jan 08, 2026
UNIVEST FINANCIAL Corp History New 19,621 458 0.02% — 410 +19,621 New Q4 2025 Feb 04, 2026
FDx Advisors, Inc. History No change 19,586 458 0.23% 0.14% 411 0 0.0% Q4 2025 Feb 10, 2026
FINANCIAL CONSULATE, INC History Added to 19,368 452 0.06% 0.06% 412 +200 1.04% Q4 2025 Jan 22, 2026
ONE Advisory Partners, LLC History No change 19,258 450 0.14% 0.14% 413 0 0.0% Q4 2025 Jan 12, 2026
BEACON FINANCIAL GROUP History New 19,197 448 0.04% — 414 +19,197 New Q4 2025 Apr 01, 2026
Faithward Advisors, LLC History Reduced 18,759 438 0.06% 0.1% 415 -9,014 -32.46% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History Reduced 18,728 437 0.04% 0.1% 416 -34 -0.18% Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Reduced 18,482 431 0.02% 0.02% 417 -820 -4.25% Q4 2025 Jan 12, 2026
Dentgroup LLC History Reduced 18,425 430 0.3% 0.36% 418 -5,102 -21.69% Q4 2025 Jan 28, 2026
Fulcrum Equity Management History Reduced 18,077 422 0.4% 0.44% 419 -470 -2.53% Q4 2025 Jan 06, 2026
Versant Capital Management, Inc History Reduced 17,968 419 0.05% 0.06% 420 -417 -2.27% Q4 2025 Jan 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 17,810 416 0.11% — 421 +17,810 New Q4 2025 Feb 09, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 17,713 414 0.28% 0.36% 422 -5,887 -24.94% Q4 2025 Jan 26, 2026
One Capital Management, LLC History Reduced 17,740 414 0.01% 0.01% 423 -500 -2.74% Q4 2025 Feb 10, 2026
Embree Financial Group History Reduced 17,612 411 0.05% 0.07% 424 -6,206 -26.06% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Added to 17,577 410 0.01% 0.01% 425 +552 3.24% Q4 2025 Jan 22, 2026
Bowman & Co S.C. History Reduced 17,396 406 0.17% 0.19% 426 -1,675 -8.78% Q4 2025 Jan 23, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 17,169 401 0.15% 0.14% 427 +391 2.33% Q4 2025 Jan 21, 2026
Pure Financial Advisors, LLC History Reduced 16,766 391 0.07% 0.01% 428 -2,312 -12.12% Q4 2025 Mar 04, 2026
MONEYWISE, INC. History New 16,704 390 0.16% — 429 +16,704 New Q4 2025 Feb 05, 2026
WealthPlan Investment Management, LLC History Reduced 16,467 384 0.02% 0.03% 431 -2,409 -12.76% Q4 2025 Feb 05, 2026
Courage Miller Partners, LLC History Reduced 16,460 384 0.12% 0.12% 430 -58 -0.35% Q4 2025 Jan 26, 2026
Joule Financial, LLC History Reduced 16,383 382 0.11% 0.12% 432 -270 -1.62% Q4 2025 Jan 20, 2026
Fermata Advisors, LLC History No change 16,252 379 0.09% 0.1% 433 0 0.0% Q4 2025 Jan 08, 2026
Lansing Street Advisors History Added to 16,184 378 0.1% 0.1% 434 +177 1.11% Q4 2025 Jan 26, 2026
ROYAL BANK OF CANADA History New 15,925 371 0.0% — 435 +15,925 New Q4 2025 Feb 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 15,917 371 0.31% 0.06% 436 +13,264 499.96% Q4 2025 Feb 10, 2026
Cooper Financial Group History Added to 15,588 364 0.04% 0.04% 437 +570 3.8% Q4 2025 Jan 08, 2026
Portside Wealth Group, LLC History Reduced 15,424 360 0.05% 0.05% 438 -20 -0.13% Q4 2025 Jan 21, 2026
Meridian Wealth Partners, LLC History Reduced 15,376 359 0.05% 0.05% 439 -1,105 -6.7% Q4 2025 Feb 13, 2026
Syntegra Private Wealth Group, LLC History Reduced 15,170 354 0.03% 0.03% 440 -426 -2.73% Q4 2025 Feb 10, 2026
Note Advisors, LLC History Added to 15,122 353 0.18% 0.2% 441 +475 3.24% Q4 2025 Feb 18, 2026
ASPIRIANT, LLC History Reduced 14,874 347 0.01% 0.01% 442 -1,954 -11.61% Q4 2025 Jan 20, 2026
Facet Wealth, Inc. History New 14,689 344 0.01% — 444 +14,689 New Q4 2025 Jan 29, 2026
B. Riley Wealth Advisors, Inc. History Added to 14,724 344 0.02% 0.02% 443 +226 1.56% Q4 2025 Feb 17, 2026
SWMG, LLC History Added to 14,701 344 0.1% 0.1% 445 +74 0.51% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 14,567 340 0.02% 0.02% 446 -2,310 -13.69% Q4 2025 Feb 13, 2026
Golden State Equity Partners History No change 14,550 340 0.05% 0.06% 447 0 0.0% Q4 2025 Jan 29, 2026
Alley Investment Management Company, LLC History Reduced 14,409 336 0.04% 0.04% 448 -993 -6.45% Q4 2025 Jan 27, 2026
NOVEM GROUP History Reduced 14,384 336 0.04% 0.04% 449 -225 -1.54% Q4 2025 Jan 27, 2026
Midwest Heritage Bank, FSB History Reduced 14,338 335 0.12% 0.12% 450 -202 -1.39% Q4 2025 Feb 04, 2026
Diversified Investment Strategies, LLC History Added to 14,195 331 0.22% 0.18% 451 +2,175 18.09% Q4 2025 Feb 09, 2026
Kingsview Wealth Management, LLC History Reduced 14,167 331 0.0% 0.01% 452 -708 -4.76% Q4 2025 Feb 09, 2026
Legacy Edge Advisors, LLC History New 14,153 330 0.04% — 453 +14,153 New Q4 2025 Feb 02, 2026
BURNS J W & CO INC/NY History No change 14,000 327 0.04% 0.04% 454 0 0.0% Q4 2025 Jan 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 13,978 326 0.0% 0.0% 455 0 0.0% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Reduced 13,672 319 0.01% 0.02% 456 -12,284 -47.33% Q4 2025 Feb 17, 2026
Principia Wealth Advisory, LLC History Added to 13,646 318 0.2% 0.15% 457 +4,376 47.21% Q4 2025 Feb 10, 2026
Asset One Wealth Management LLC History New 13,567 316 0.04% — 459 +13,567 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 13,536 316 0.01% 0.01% 458 +122 0.91% Q4 2025 Feb 11, 2026
Daybright Advisory Services, Inc. History New 13,504 315 0.08% — 460 +13,504 New Q4 2025 Feb 12, 2026
Keebeck Wealth Management History Reduced 13,439 314 0.04% 0.04% 461 -221 -1.62% Q4 2025 Feb 17, 2026
Partners in Financial Planning History Added to 13,294 310 0.05% 0.05% 462 +176 1.34% Q4 2025 Feb 02, 2026
MN Wealth Advisors, LLC History Reduced 13,237 309 0.16% 0.17% 463 -661 -4.76% Q4 2025 Feb 02, 2026
Walker Financial Services, Inc. History Reduced 13,193 308 0.11% 0.14% 464 -2,341 -15.07% Q4 2025 Jan 28, 2026
Leo Wealth, LLC History New 13,175 307 0.02% — 465 +13,175 New Q4 2025 Jan 21, 2026
Blue Sky Capital Consultants Group, Inc. History New 12,980 303 0.13% — 468 +12,980 New Q4 2025 Jan 23, 2026
TOTAL INVESTMENT MANAGEMENT INC History New 12,969 303 0.04% — 466 +12,969 New Q4 2025 Feb 03, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 12,977 303 0.01% 0.01% 467 +64 0.5% Q4 2025 Feb 10, 2026
REGIMEN WEALTH, LLC History Added to 12,950 302 0.09% 0.09% 469 +171 1.34% Q4 2025 Feb 09, 2026
Burk Holdings LLC History Added to 12,911 301 0.14% 0.16% 470 +40 0.31% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 12,862 300 0.0% 0.0% 471 +9,496 282.12% Q4 2025 Feb 09, 2026
WealthCollab, LLC History Reduced 12,841 300 0.12% 0.19% 472 -5,206 -28.85% Q4 2025 Jan 27, 2026
Daytona Street Capital LLC History New 12,686 296 0.23% — 473 +12,686 New Q4 2025 Jan 21, 2026
Composition Wealth, LLC History New 12,608 294 0.0% — 474 +12,608 New Q4 2025 Feb 02, 2026
BlackDiamond Wealth Management, LLC History New 12,581 294 0.14% — 475 +12,581 New Q4 2025 Feb 10, 2026
United Financial Planning Group LLC History Reduced 12,581 294 0.18% 0.2% 477 -1,041 -7.64% Q4 2025 Feb 11, 2026
CARDIFF PARK ADVISORS, LLC History Added to 12,604 294 0.02% 0.02% 476 +166 1.33% Q4 2025 Feb 17, 2026
MKD WEALTH COACHES, LLC History Added to 12,502 292 0.29% 0.28% 478 +406 3.36% Q4 2025 Jan 12, 2026
Francis Financial, Inc. History New 12,459 291 0.06% — 479 +12,459 New Q4 2025 Feb 11, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 12,330 288 0.2% 0.18% 481 +1,350 12.3% Q4 2025 Feb 02, 2026
FLC Capital Advisors History Reduced 12,365 288 0.05% 0.06% 480 -140 -1.12% Q4 2025 Feb 11, 2026
ALESCO ADVISORS LLC History Reduced 12,214 285 0.01% 0.02% 483 -21,875 -64.17% Q4 2025 Jan 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 12,230 285 0.0% 0.0% 482 +46 0.38% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 12,158 284 0.0% 0.01% 484 +562 4.85% Q4 2025 Mar 12, 2026
Talisman Wealth Advisors LLC History Added to 11,919 279 0.22% 0.21% 485 +935 8.51% Q4 2025 Feb 20, 2026
J.E. Simmons & Co., P.C. History New 11,815 276 0.18% — 488 +11,815 New Q4 2025 Feb 13, 2026
Lewis Asset Management, LLC History Reduced 11,824 276 0.11% 0.12% 487 -828 -6.54% Q4 2025 Jan 15, 2026
Per Stirling Capital Management, LLC. History Reduced 11,813 276 0.03% 0.03% 486 -567 -4.58% Q4 2025 Feb 17, 2026
M3 Wealth Management, LLC History New 11,773 275 0.22% — 492 +11,773 New Q4 2025 Feb 09, 2026
Ethos Financial Group, LLC History Reduced 11,806 275 0.02% 0.03% 490 -6,847 -36.71% Q4 2025 Jan 20, 2026
Northstar Financial Companies, Inc. History Added to 11,773 275 0.22% 0.24% 491 +894 8.22% Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 11,803 275 0.01% 0.01% 489 -20 -0.17% Q4 2025 Jan 09, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 11,717 274 0.08% — 495 +11,717 New Q4 2025 Feb 10, 2026
&PARTNERS History New 11,020 274 0.0% — 493 +11,020 New Q4 2025 Feb 17, 2026
ORG Partners LLC History Added to 11,746 274 0.05% 0.04% 494 +1,695 16.86% Q4 2025 Jan 14, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 11,618 271 0.06% 0.12% 496 -18,171 -61.0% Q4 2025 Feb 17, 2026
Grey Ledge Advisors, LLC History Reduced 11,590 270 0.06% 0.07% 497 -1,418 -10.9% Q4 2025 Feb 05, 2026
Waterloo Capital, L.P. History Added to 11,573 270 0.02% 0.02% 498 +111 0.97% Q4 2025 Feb 10, 2026
Accelerate Investment Advisors LLC History Reduced 11,540 269 0.18% 0.19% 499 -276 -2.34% Q4 2025 Jan 12, 2026
WEALTH ALLIANCE, LLC History Reduced 11,507 268 0.03% 0.03% 501 -1,004 -8.02% Q4 2025 Feb 13, 2026
HBK Sorce Advisory LLC History Added to 11,464 268 0.01% 0.01% 500 +5 0.04% Q4 2025 Feb 09, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 11,430 267 0.1% 0.1% 502 0 0.0% Q4 2025 Jan 21, 2026
WELLS FARGO & COMPANY/MN History Added to 11,220 262 0.0% 0.0% 503 +10,518 1498.29% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 11,083 259 0.01% 0.01% 504 +2,101 23.39% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Added to 11,025 257 0.0% 0.0% 505 +354 3.32% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History New 10,956 256 0.01% — 506 +10,956 New Q4 2025 Feb 12, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 10,963 256 0.08% 0.11% 507 -3,559 -24.51% Q4 2025 Jan 07, 2026
HORAN Wealth, LLC History Reduced 10,980 256 0.04% 0.05% 508 -1,560 -12.44% Q4 2025 Feb 04, 2026
Index Fund Advisors, Inc. History New 10,940 255 0.01% — 509 +10,940 New Q4 2025 Jan 29, 2026
Chesley Taft & Associates LLC History New 10,875 254 0.01% — 511 +10,875 New Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History New 10,871 254 0.0% — 510 +10,871 New Q4 2025 Jan 29, 2026
Oregon Pacific Wealth Management, LLC History Reduced 10,791 252 0.26% 0.31% 512 -4,292 -28.46% Q4 2025 Jan 16, 2026
Gleason Group, Inc. History New 10,734 250 0.02% — 514 +10,734 New Q4 2025 Jan 15, 2026
Magnus Financial Group LLC History New 10,710 250 0.02% — 513 +10,710 New Q4 2025 Jan 07, 2026
Opes Wealth Management LLC History Added to 10,647 248 0.04% 0.04% 515 +70 0.66% Q4 2025 Feb 02, 2026
Acorn Wealth Advisors, LLC History Reduced 10,579 247 0.07% 0.08% 517 -507 -4.57% Q4 2025 Feb 10, 2026
PFG Investments, LLC History Added to 10,601 247 0.01% 0.01% 518 +136 1.3% Q4 2025 Jan 26, 2026
GS Investments, Inc. History No change 10,608 247 0.13% 0.12% 516 0 0.0% Q4 2025 Feb 09, 2026
Stratos Wealth Partners, LTD. History New 10,558 246 0.0% — 519 +10,558 New Q4 2025 Jan 20, 2026
PINNACLE ASSOCIATES LTD History Added to 10,486 245 0.0% 0.0% 520 +1,850 21.42% Q4 2025 Feb 05, 2026
Quantum Capital Management, LLC / NJ History Added to 10,462 244 0.03% 0.03% 521 +291 2.86% Q4 2025 Feb 13, 2026
Prestige Wealth Management Group LLC History Added to 10,277 240 0.05% 0.03% 522 +2,959 40.43% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Reduced 10,101 236 0.0% 0.02% 524 -73,470 -87.91% Q4 2025 Feb 05, 2026
Murphy & Mullick Capital Management Corp History Reduced 10,110 236 0.17% 0.2% 526 -1,382 -12.03% Q4 2025 Feb 10, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 10,100 236 0.01% 0.01% 523 0 0.0% Q4 2025 Feb 17, 2026
Cannon Financial Strategists, Inc. History No change 10,134 236 0.03% 0.03% 525 0 0.0% Q4 2025 Feb 04, 2026
AdvisorNet Financial, Inc History Added to 10,056 235 0.01% 0.01% 527 +3,605 55.88% Q4 2025 Jan 20, 2026
GatePass Capital, LLC History Reduced 10,018 234 0.12% 0.49% 528 -26,432 -72.52% Q4 2025 Feb 09, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 9,946 232 0.02% 0.03% 529 +206 2.11% Q4 2025 Jan 28, 2026
MidAtlantic Capital Management, Inc. History No change 9,901 231 0.15% 0.16% 530 0 0.0% Q4 2025 Feb 10, 2026
Newman Dignan & Sheerar, Inc. History Added to 9,725 227 0.05% 0.05% 531 +88 0.91% Q4 2025 Jan 22, 2026
Parkshore Wealth Management, Inc. History Reduced 9,706 226 0.08% 0.1% 532 -308 -3.08% Q4 2025 Feb 09, 2026
Professional Financial Advisors, LLC History Reduced 9,657 225 0.05% 0.05% 533 -132 -1.35% Q4 2025 Jan 15, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 9,451 221 0.0% 0.0% 534 0 0.0% Q4 2025 Feb 12, 2026
SCS Capital Management LLC History Added to 9,260 216 0.0% 0.0% 535 +122 1.34% Q4 2025 Feb 10, 2026
Whelan Financial History Added to 9,259 216 0.07% 0.07% 536 +41 0.44% Q4 2025 Feb 02, 2026
Forum Financial Management, LP History Added to 9,237 215 0.0% 0.0% 537 +135 1.48% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History New 9,170 214 0.0% — 538 +9,170 New Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 9,174 214 0.0% 0.0% 539 +16 0.17% Q4 2025 Jan 29, 2026
TRUST CO OF VERMONT History New 9,104 212 0.01% — 540 +9,104 New Q4 2025 Jan 16, 2026
Meramec Financial Planners, LLC History New 9,070 212 0.08% — 542 +9,070 New Q4 2025 Feb 10, 2026
SRH ADVISORS, LLC History No change 9,106 212 0.06% 0.06% 541 0 0.0% Q4 2025 Jan 21, 2026
Parkside Financial Bank & Trust History Reduced 8,873 207 0.02% 0.02% 543 -12 -0.14% Q4 2025 Feb 13, 2026
Bensler, LLC History New 8,789 205 0.02% — 545 +8,789 New Q4 2025 Feb 04, 2026
Evolution Advisers, Inc. History Added to 8,810 205 0.09% 0.08% 544 +1,174 15.37% Q4 2025 Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 8,754 204 0.0% 0.0% 546 -6,891 -44.05% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History New 8,727 203 0.01% — 547 +8,727 New Q4 2025 Feb 05, 2026
Burns Matteson Capital Management, LLC History Reduced 8,666 202 0.07% 0.08% 548 -135 -1.53% Q4 2025 Jan 15, 2026
Inspire Advisors, LLC History New 8,623 201 0.02% — 549 +8,623 New Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 8,154 190 0.01% — 550 +8,154 New Q4 2025 Feb 13, 2026
Northwest Capital Management Inc History Reduced 7,277 170 0.74% 0.37% 551 -7,593 -51.06% Q4 2025 Jan 26, 2026
Rossby Financial, LCC History Added to 7,314 170 0.05% 0.01% 552 +6,237 579.11% Q4 2025 Feb 12, 2026
Investors Research Corp History No change 7,094 165 0.03% 0.03% 553 0 0.0% Q4 2025 Jan 06, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 6,900 161 0.02% 0.03% 554 -220 -3.09% Q4 2025 Jan 23, 2026
Acumen Wealth Advisors, LLC History New 6,812 159 0.05% — 555 +6,812 New Q4 2025 Feb 13, 2026
Davis Capital Management History Added to 6,526 152 0.1% 0.1% 556 +73 1.13% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History No change 5,998 140 0.0% 0.0% 557 0 0.0% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 5,813 135 0.01% — 558 +5,813 New Q4 2025 Feb 03, 2026
Evensky & Katz LLC History Reduced 5,641 132 0.01% 0.01% 559 -40 -0.7% Q4 2025 Feb 05, 2026
Spire Wealth Management History Reduced 5,522 129 0.0% 0.0% 560 -184 -3.22% Q4 2025 Jan 14, 2026
FIFTH THIRD BANCORP History New 5,470 127 0.0% — 561 +5,470 New Q4 2025 Feb 02, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 5,302 123 0.01% — 562 +5,302 New Q4 2025 Jan 21, 2026
Colonial Trust Advisors History No change 5,240 122 0.01% 0.01% 563 0 0.0% Q4 2025 Feb 12, 2026
Front Row Advisors LLC History Added to 5,148 120 0.04% 0.04% 564 +1 0.02% Q4 2025 Feb 12, 2026
OPTIMA CAPITAL LLC History New 4,680 109 0.05% — 567 +4,680 New Q4 2025 Jan 23, 2026
CoreCap Advisors, LLC History Added to 4,700 109 0.0% 0.0% 565 +473 11.19% Q4 2025 Jan 13, 2026
New Millennium Group LLC History Reduced 4,670 109 0.05% 0.05% 566 -90 -1.89% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History Reduced 4,113 96 0.03% 0.04% 568 -1,339 -24.56% Q4 2025 Jan 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 4,088 95 0.0% — 569 +4,086 204300.0% Q4 2025 Feb 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 4,045 94 0.01% 0.01% 570 0 0.0% Q4 2025 Jan 20, 2026
New Republic Capital, LLC History No change 4,053 94 0.03% 0.03% 571 0 0.0% Q4 2025 Feb 10, 2026
Granite Investment Partners, LLC History No change 3,780 88 0.01% 0.0% 572 0 0.0% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 3,717 86 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History New 3,619 84 0.0% — 574 +3,619 New Q4 2025 Feb 10, 2026
BlackRock, Inc. History Reduced 3,511 82 0.0% 0.0% 575 -34 -0.96% Q4 2025 Feb 12, 2026
WFA of San Diego, LLC History Reduced 3,491 81 0.06% 0.06% 576 -85 -2.38% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 3,087 72 0.02% 0.07% 577 +42 1.38% Q4 2025 Feb 17, 2026
Wealth Enhancement Trust Services, Inc. History New 3,077 71 0.01% — 579 +3,077 New Q4 2025 Jan 27, 2026
COMERICA BANK History No change 3,056 71 0.0% 0.0% 578 0 0.0% Q4 2025 Jan 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,006 70 0.0% 0.0% 580 0 0.0% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 2,837 66 0.0% 0.0% 581 -820 -22.42% Q4 2025 Jan 23, 2026
FMR LLC History Reduced 2,693 62 0.0% 0.0% 582 -1,489 -35.6% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History New 2,612 61 0.0% — 583 +2,612 New Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,650 61 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 2,371 55 0.0% — 585 +2,371 New Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Reduced 2,188 51 0.0% 0.0% 586 -1,008 -31.54% Q4 2025 Jan 28, 2026
MCF Advisors LLC History New 2,182 50 0.0% — 587 +2,182 New Q4 2025 Feb 11, 2026
AMERIFLEX GROUP, INC. History New 2,068 48 0.02% — 588 +2,068 New Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 2,024 47 0.0% 0.0% 590 +1,864 1165.0% Q4 2025 Feb 12, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 2,026 47 0.02% 0.02% 589 -301 -12.94% Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Reduced 1,788 41 0.0% 0.0% 591 -462 -20.53% Q4 2025 Jan 20, 2026
NewEdge Advisors, LLC History Reduced 1,685 39 0.0% 0.0% 592 -9,128 -84.42% Q4 2025 Feb 18, 2026
CITIGROUP INC History Reduced 1,623 37 0.0% 0.0% 593 -17 -1.04% Q4 2025 Feb 13, 2026
Bernard Wealth Management Corp. History Added to 1,547 36 0.01% 0.01% 596 +241 18.45% Q4 2025 Jan 15, 2026
Financial Management Professionals, Inc. History No change 1,564 36 0.0% 0.0% 594 0 0.0% Q4 2025 Jan 27, 2026
Winthrop Capital Management, LLC History No change 1,536 36 0.01% 0.01% 595 0 0.0% Q4 2025 Feb 10, 2026
Legacy Bridge, LLC History No change 1,530 35 0.01% 0.01% 597 0 0.0% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 1,442 33 0.0% — 598 +1,442 New Q4 2025 Feb 05, 2026
DHJJ Financial Advisors, Ltd. History Reduced 1,417 33 0.01% 0.01% 599 -57 -3.87% Q4 2025 Jan 23, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,250 29 0.01% 0.01% 600 0 0.0% Q4 2025 Feb 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,190 27 0.02% — 603 +1,190 New Q4 2025 Feb 11, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,198 27 0.0% 0.0% 601 0 0.0% Q4 2025 Jan 14, 2026
LGT Financial Advisors LLC History No change 1,172 27 0.17% 0.06% 602 0 0.0% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 1,050 24 0.02% — 604 +1,050 New Q4 2025 Feb 10, 2026
Hurley Capital, LLC History No change 1,000 23 0.01% 0.01% 605 0 0.0% Q4 2025 Feb 17, 2026
Rosenberg Matthew Hamilton History No change 930 21 0.0% 0.0% 606 0 0.0% Q4 2025 Jan 05, 2026
Strategic Investment Solutions, Inc. /IL History Added to 887 20 0.0% 0.01% 607 +11 1.26% Q4 2025 Feb 27, 2026
Modus Advisors, LLC History New 752 17 0.0% — 608 +752 New Q4 2025 Feb 11, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 739 17 0.0% — 609 +704 2011.43% Q4 2025 Feb 02, 2026
Cordant, Inc. History Added to 725 16 0.01% 0.0% 611 +270 59.34% Q4 2025 Jan 12, 2026
Heritage Wealth Advisors History Added to 721 16 0.0% 0.0% 610 +1 0.14% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History New 650 15 0.0% — 612 +650 New Q4 2025 Feb 13, 2026
Peachtree Investment Partners, LLC History No change 650 15 0.0% 0.01% 613 0 0.0% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History No change 641 14 0.0% 0.0% 614 0 0.0% Q4 2025 Jan 23, 2026
MONTAG A & ASSOCIATES INC History Added to 584 13 0.0% 0.0% 615 +8 1.39% Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History No change 582 13 0.0% 0.0% 616 0 0.0% Q4 2025 Jan 21, 2026
Anfield Capital Management, LLC History Added to 516 12 0.0% 0.0% 618 +3 0.58% Q4 2025 Feb 03, 2026
BANK OF MONTREAL /CAN/ History No change 534 12 0.0% 0.0% 617 0 0.0% Q4 2025 Feb 12, 2026
American Capital Advisory, LLC History No change 552 12 0.01% 0.01% 619 0 0.0% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Reduced 507 11 0.0% 0.0% 621 -203 -28.59% Q4 2025 Mar 16, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 499 11 0.0% 0.0% 620 +6 1.22% Q4 2025 Jan 23, 2026
ATMOS ADVISORY, LLC History No change 389 9 0.01% 0.01% 622 0 0.0% Q4 2025 Jan 21, 2026
SouthState Bank Corp History New 346 8 0.0% — 623 +346 New Q4 2025 Feb 11, 2026
Trust Co History New 346 8 0.0% — 624 +346 New Q4 2025 Jan 15, 2026
Sachetta, LLC History Added to 332 7 0.0% 0.0% 625 +4 1.22% Q4 2025 Feb 02, 2026
Cornerstone Planning Group LLC History Reduced 257 6 0.0% 0.95% 629 -223,205 -99.88% Q4 2025 Feb 02, 2026
Archer Investment Corp History Added to 277 6 0.0% 0.0% 628 +4 1.47% Q4 2025 Jan 30, 2026
Palouse Capital Management, Inc. History No change 264 6 0.0% 0.0% 626 0 0.0% Q4 2025 Jan 23, 2026
Cheviot Value Management, LLC History No change 287 6 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 03, 2026
Strategic Advocates LLC History No change 268 6 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 219 5 0.0% 0.0% 631 0 0.0% Q4 2025 Feb 12, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 200 4 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 17, 2026
Horrell Capital Management, Inc. History No change 174 4 0.0% 0.0% 633 0 0.0% Q4 2025 Feb 03, 2026
Wagner Wealth Management, LLC History Added to 132 3 0.0% 0.0% 635 +2 1.54% Q4 2025 Jan 30, 2026
BIRCHBROOK, INC. History Added to 130 3 0.0% 0.0% 636 +2 1.56% Q4 2025 Feb 04, 2026
BARRETT & COMPANY, INC. History No change 138 3 0.0% 0.0% 634 0 0.0% Q4 2025 Jan 28, 2026
Wilkerson Advisory Group LLC History New 123 2 0.0% — 639 +123 New Q4 2025 Feb 13, 2026
KERR FINANCIAL PLANNING Corp History Added to 112 2 0.0% 0.0% 640 +56 100.0% Q4 2025 Feb 10, 2026
Physician Wealth Advisors, Inc. History No change 94 2 0.0% 0.0% 637 0 0.0% Q4 2025 Jan 29, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 106 2 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History New 83 1 0.0% — 645 +83 New Q4 2025 Feb 17, 2026
Tradewinds Capital Management, LLC History New 77 1 0.0% — 647 +77 New Q4 2025 Jan 14, 2026
HM PAYSON & CO History New 52 1 0.0% — 642 +52 New Q4 2025 Feb 12, 2026
IFC & Insurance Marketing, Inc. History New 21 1 0.0% — 650 +21 New Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 65 1 0.0% 0.0% 641 +1 1.56% Q4 2025 Jan 30, 2026
TOMPKINS FINANCIAL CORP History No change 48 1 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 08, 2026
BOK Financial Private Wealth, Inc. History No change 60 1 0.0% 0.0% 644 0 0.0% Q4 2025 Feb 06, 2026
Weaver Capital Management LLC History No change 76 1 0.0% 0.0% 646 0 0.0% Q4 2025 Jan 22, 2026
Addison Advisors LLC History No change 50 1 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 06, 2026
Millstone Evans Group, LLC History No change 72 1 0.0% 0.0% 649 0 0.0% Q4 2025 Feb 02, 2026
Waterford Advisors, LLC History Closed out 0 0 — 3.12% — -384,326 -100.0% Q3 2025 Nov 14, 2025
Vertex Planning Partners, LLC History Closed out 0 0 — 1.03% — -229,453 -100.0% Q3 2025 Nov 18, 2025
OLD MISSION CAPITAL LLC History Closed out 0 0 — 0.1% — -216,925 -100.0% Q3 2025 Nov 14, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 — 0.06% — -210,124 -100.0% Q3 2025 Nov 12, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -102,569 -100.0% Q3 2025 Nov 14, 2025
Blue Barn Wealth, LLC History Closed out 0 0 — 1.02% — -98,633 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.01% — -84,543 -100.0% Q3 2025 Nov 10, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -36,868 -100.0% Q3 2025 Nov 14, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.14% — -36,413 -100.0% Q3 2025 Nov 12, 2025
Endowment Wealth Management, Inc. History Closed out 0 0 — 0.33% — -30,573 -100.0% Q3 2025 Nov 06, 2025
Diversify Advisory Services, LLC History Closed out 0 0 — 0.02% — -25,590 -100.0% Q3 2025 Nov 13, 2025
Friday Financial History Closed out 0 0 — 0.21% — -21,251 -100.0% Q3 2025 Oct 07, 2025
Quadrature Capital Ltd History Closed out 0 0 — 0.01% — -21,025 -100.0% Q3 2025 Nov 13, 2025
Pinion Investment Advisors, LLC History Closed out 0 0 — 0.14% — -20,964 -100.0% Q3 2025 Oct 27, 2025
Drucker Wealth 3.0, LLC History Closed out 0 0 — 0.08% — -18,836 -100.0% Q3 2025 Nov 07, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -13,866 -100.0% Q3 2025 Oct 14, 2025
Brand Asset Management Group, Inc. History Closed out 0 0 — 0.09% — -13,350 -100.0% Q3 2025 Nov 12, 2025
D.B. Root & Company, LLC History Closed out 0 0 — 0.07% — -12,037 -100.0% Q3 2025 Nov 06, 2025
SILVER OAK SECURITIES, INCORPORATED History Closed out 0 0 — 0.02% — -11,756 -100.0% Q3 2025 Oct 21, 2025
Souders Financial Advisors History Closed out 0 0 — 0.03% — -10,847 -100.0% Q3 2025 Nov 04, 2025
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Closed out 0 0 — 0.05% — -10,731 -100.0% Q3 2025 Oct 20, 2025
J.W. COLE ADVISORS, INC. History Closed out 0 0 — 0.0% — -10,644 -100.0% Q3 2025 Nov 05, 2025
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -10,564 -100.0% Q3 2025 Nov 14, 2025
Tiller Private Wealth, Inc. History Closed out 0 0 — 0.08% — -9,744 -100.0% Q3 2025 Oct 22, 2025
1900 WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.02% — -9,547 -100.0% Q3 2025 Oct 17, 2025
Keystone Financial Group, Inc. History Reduced 1 0 — 0.12% — -9,438 -99.99% Q4 2025 Jan 16, 2026
PSI Advisors, LLC History Closed out 0 0 — 0.06% — -9,288 -100.0% Q3 2025 Nov 12, 2025
MANCHESTER FINANCIAL INC History Closed out 0 0 — 0.04% — -9,231 -100.0% Q3 2025 Oct 15, 2025
Black Diamond Financial, LLC History Closed out 0 0 — 0.02% — -8,892 -100.0% Q3 2025 Nov 05, 2025
Maple Capital Management, Inc. History Closed out 0 0 — 0.01% — -8,889 -100.0% Q3 2025 Nov 21, 2025
Visionary Wealth Advisors History Closed out 0 0 — 0.01% — -8,882 -100.0% Q3 2025 Nov 13, 2025
KELLY FINANCIAL GROUP LLC History Closed out 0 0 — 0.05% — -8,701 -100.0% Q3 2025 Oct 22, 2025
Vestwell Advisors, LLC History Closed out 0 0 — 0.04% — -5,344 -100.0% Q3 2025 Dec 05, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -2,104 -100.0% Q3 2025 Oct 07, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -1,957 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -1,882 -100.0% Q3 2025 Nov 07, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.02% — -1,280 -100.0% Q3 2025 Nov 03, 2025
Decker Retirement Planning Inc. History Closed out 0 0 — 0.01% — -1,110 -100.0% Q3 2025 Oct 27, 2025
MMA ASSET MANAGEMENT LLC History Closed out 0 0 — 0.01% — -682 -100.0% Q3 2025 Nov 05, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -677 -100.0% Q3 2025 Nov 03, 2025
MOTCO History Closed out 0 0 — 0.0% — -517 -100.0% Q3 2025 Oct 22, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.0% — -301 -100.0% Q3 2025 Nov 06, 2025
CURIO WEALTH, LLC History Closed out 0 0 — 0.0% — -267 -100.0% Q3 2025 Nov 13, 2025
Glass Jacobson Investment Advisors llc History Closed out 0 0 — 0.0% — -222 -100.0% Q3 2025 Oct 29, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.0% — -163 -100.0% Q3 2025 Nov 05, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.0% — -102 -100.0% Q3 2025 Jan 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Closed out 0 0 — 0.0% — -48 -100.0% Q3 2025 Nov 05, 2025
North Capital, Inc. History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2025 Oct 09, 2025
Moisand Fitzgerald Tamayo, LLC History Closed out 0 0 — — — -28 -100.0% Q3 2025 Oct 23, 2025
ISLAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 — — — -22 -100.0% Q3 2025 Nov 12, 2025
Clayton Financial Group LLC History New 7 0 — — — +7 New Q4 2025 Jan 21, 2026
MATHER GROUP, LLC. History Closed out 0 0 — — — -2 -100.0% Q3 2025 Oct 21, 2025
Integrity Financial Corp /WA History No change 20 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 4 0 — — — 0 0.0% Q4 2025 Feb 10, 2026