SPDR INDEX SHARES FUNDS - SPEM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
Creative Planning History Reduced 22,040,467 1,031,714 0.74% 0.8% 1 -328,600 -1.47% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 17,000,839 795,809 1.51% 1.55% 2 -357,943 -2.06% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 15,874,429 743,082 0.12% 0.1% 3 +2,653,013 20.07% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 15,587,049 729,629 0.2% 0.19% 4 +1,758,866 12.72% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 9,355,461 437,929 1.79% — 5 +9,355,461 New Q4 2025 Feb 05, 2026
MORGAN STANLEY History Added to 6,997,855 327,569 0.02% 0.02% 6 +622,595 9.77% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 5,374,231 251,567 0.07% 0.09% 7 -1,572,736 -22.64% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 4,598,359 215,249 0.52% 0.53% 8 -109,542 -2.33% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 4,419,838 206,892 0.01% 0.01% 9 +830,465 23.14% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 4,130,031 193,304 0.04% 0.05% 10 -301,533 -6.8% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Reduced 4,026,862 188,497 2.39% 2.57% 11 -146,918 -3.52% Q4 2025 Feb 02, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,866,690 180,999 0.01% 0.01% 12 +1,565,830 68.05% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,509,215 164,266 0.1% 0.11% 13 +5,527 0.16% Q4 2025 Feb 10, 2026
3EDGE Asset Management, LP History Added to 3,253,661 152,303 7.9% 8.55% 14 +18,037 0.56% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 2,773,927 129,847 0.19% 0.2% 15 +84,982 3.16% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Added to 2,626,206 122,932 0.13% 0.09% 16 +893,023 51.53% Q4 2025 Feb 06, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 2,624,918 122,872 0.99% 1.05% 17 -116,230 -4.24% Q4 2025 Jan 27, 2026
CWM, LLC History Added to 2,438,252 114,135 0.31% 0.32% 18 +174,521 7.71% Q4 2025 Jan 26, 2026
Focus Partners Wealth History Added to 2,209,880 103,255 0.12% 0.16% 19 +130,182 6.26% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,162,944 101,247 0.36% 0.36% 20 +58,577 2.78% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 1,967,527 92,099 0.1% 0.1% 21 +171,717 9.56% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,941,686 90,890 0.02% 0.02% 22 +91,088 4.92% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,896,475 88,774 0.03% 0.02% 23 +325,280 20.7% Q4 2025 Feb 18, 2026
UBS Group AG History Added to 1,871,281 87,594 0.01% 0.01% 24 +111,637 6.34% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 1,811,376 84,791 0.1% 0.1% 25 +131,079 7.8% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 1,766,357 82,683 0.16% 0.16% 26 +5,634 0.32% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 1,464,105 68,534 0.14% 0.15% 27 -35,841 -2.39% Q4 2025 Jan 23, 2026
JPMORGAN CHASE & CO History Reduced 1,463,272 68,495 0.0% 0.01% 28 -352,104 -19.4% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 1,226,440 57,414 0.08% 0.09% 29 -99,319 -7.49% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 1,274,634 57,313 0.08% 0.01% 30 +141,849 12.52% Q4 2025 Mar 09, 2026
Equitable Holdings, Inc. History Added to 1,212,590 56,761 0.39% 0.37% 31 +132,350 12.25% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Reduced 1,141,239 53,423 1.45% 1.55% 32 -34,286 -2.92% Q4 2025 Feb 06, 2026
Cassaday & Co Wealth Management LLC History Reduced 1,137,274 53,235 1.12% 1.23% 33 -4,139 -0.36% Q4 2025 Feb 03, 2026
NorthRock Partners, LLC History Added to 1,126,823 52,746 0.89% 0.93% 34 +20,728 1.87% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,068,324 50,008 0.01% — 35 +1,068,324 New Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 1,036,113 48,500 0.23% 0.24% 36 +12,268 1.2% Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Reduced 1,018,624 47,681 3.87% 5.5% 37 -453,358 -30.8% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History Added to 990,493 46,366 1.3% 1.02% 38 +641,898 184.14% Q4 2025 Feb 10, 2026
BlueStem Wealth Partners, LLC History Reduced 984,839 46,100 5.09% 5.63% 39 -64,867 -6.18% Q4 2025 Feb 06, 2026
Advocacy Wealth Management, LLC History Added to 970,865 45,446 1.9% 1.51% 40 +226,620 30.45% Q4 2025 Feb 11, 2026
Elm Partners Management LLC History Added to 876,410 41,024 1.86% 1.66% 41 +166,863 23.52% Q4 2025 Feb 10, 2026
McNamara Financial Services, Inc. History Added to 869,793 40,715 7.72% 7.45% 42 +13,566 1.58% Q4 2025 Jan 21, 2026
Pathstone Holdings, LLC History New 849,237 39,752 0.15% — 43 +849,237 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 792,835 38,301 0.05% 0.06% 44 -17,603 -2.17% Q4 2025 Jan 08, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 816,599 38,224 3.98% 3.94% 45 +13,104 1.63% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 812,952 38,054 0.1% 0.1% 46 +69,523 9.35% Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Added to 804,351 37,651 0.01% 0.0% 47 +679,686 545.21% Q4 2025 Feb 17, 2026
JNBA Financial Advisors History Added to 803,623 37,617 3.29% 3.38% 48 +9,943 1.25% Q4 2025 Jan 26, 2026
Koss-Olinger Consulting, LLC History Reduced 801,112 37,500 2.91% 2.84% 49 -4,004 -0.5% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 786,674 36,823 0.04% 0.04% 50 +20,910 2.73% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 772,689 36,169 1.17% 0.68% 51 +456,616 144.47% Q4 2025 Jan 20, 2026
GeoWealth Management, LLC History Added to 730,475 34,193 1.26% 1.22% 52 +15,523 2.17% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 725,847 33,976 0.68% 0.71% 53 +10,724 1.5% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 722,140 33,803 0.08% 0.09% 54 +11,920 1.68% Q4 2025 Feb 13, 2026
AlphaStar Capital Management, LLC History Added to 718,633 33,639 2.47% 2.64% 55 +63,631 9.71% Q4 2025 Feb 02, 2026
GREAT LAKES ADVISORS, LLC History Added to 713,918 33,418 0.27% 0.27% 56 +22,401 3.24% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Added to 707,366 33,111 0.39% 0.1% 57 +475,236 204.73% Q4 2025 Feb 13, 2026
Global Strategic Investment Solutions, LLC History Added to 696,074 32,583 3.19% 3.24% 58 +2,408 0.35% Q4 2025 Jan 29, 2026
Tradewinds Capital Management, LLC History Added to 694,989 32,532 6.86% 3.35% 59 +376,388 118.14% Q4 2025 Jan 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 689,445 32,272 0.56% 0.69% 60 -12,204 -1.74% Q4 2025 Feb 19, 2026
PARK AVENUE SECURITIES LLC History Added to 680,408 31,850 0.27% 0.23% 61 +38,295 5.96% Q4 2025 Jan 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 663,516 31,072 0.06% 0.07% 62 -118,740 -15.18% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 658,009 30,801 0.11% 0.16% 63 -106,722 -13.96% Q4 2025 Feb 18, 2026
ST GERMAIN D J CO INC History Added to 655,126 30,666 1.19% 1.22% 64 +2,719 0.42% Q4 2025 Jan 29, 2026
Venturi Wealth Management, LLC History Added to 647,119 30,291 1.34% 1.37% 65 +14,842 2.35% Q4 2025 Jan 22, 2026
Cercano Management LLC History Added to 642,100 30,056 1.14% 0.06% 66 +609,825 1889.47% Q4 2025 Feb 10, 2026
Capital Asset Advisory Services LLC History Reduced 620,350 29,969 1.2% 1.26% 67 -1,619 -0.26% Q4 2025 Jan 09, 2026
Financial Strategies Group, Inc. History Added to 601,163 29,042 5.26% 5.36% 68 +10,963 1.86% Q4 2025 Feb 05, 2026
CGN Advisors LLC History Added to 591,164 27,672 2.19% 2.22% 69 +14,574 2.53% Q4 2025 Jan 05, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 562,583 26,334 3.52% 3.49% 70 +45,659 8.83% Q4 2025 Jan 21, 2026
MA Private Wealth History Added to 552,484 25,861 4.31% 0.62% 71 +473,333 598.01% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 533,268 24,962 0.03% 0.03% 72 +6,559 1.25% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 527,582 24,696 0.17% 0.19% 73 +36,145 7.35% Q4 2025 Feb 18, 2026
West Wealth Group, LLC History Added to 527,337 24,684 5.12% 4.98% 74 +56,767 12.06% Q4 2025 Jan 26, 2026
Valmark Advisers, Inc. History Added to 514,023 24,061 0.3% 0.31% 75 +1,974 0.39% Q4 2025 Jan 26, 2026
KWB Wealth History Reduced 511,181 23,928 2.27% 4.23% 76 -385,010 -42.96% Q4 2025 Jan 12, 2026
Meeder Advisory Services, Inc. History Reduced 506,890 23,727 1.02% 1.15% 77 -22,088 -4.18% Q4 2025 Feb 11, 2026
Impact Partnership Wealth, LLC History Added to 491,441 23,004 2.95% 3.17% 78 +35,337 7.75% Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History Added to 487,241 22,807 0.32% 0.32% 79 +1,338 0.28% Q4 2025 Feb 03, 2026
Summit Global Investments History Added to 486,940 22,794 1.35% 0.93% 80 +148,516 43.88% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 442,540 20,715 0.01% 0.01% 81 +49,284 12.53% Q4 2025 Feb 06, 2026
VICUS CAPITAL History Added to 431,211 20,185 1.51% 1.11% 82 +120,009 38.56% Q4 2025 Jan 22, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 428,795 20,071 1.26% 1.27% 83 +18,394 4.48% Q4 2025 Jan 21, 2026
Chaney Capital Management, Inc. History Added to 426,734 19,975 6.89% 7.07% 84 +997 0.23% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 421,980 19,752 0.04% 0.04% 85 +26,071 6.59% Q4 2025 Mar 16, 2026
Austin Private Wealth, LLC History Added to 419,004 19,613 1.46% 1.44% 86 +13,739 3.39% Q4 2025 Jan 20, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Reduced 414,297 19,393 6.26% 7.06% 87 -19,291 -4.45% Q4 2025 Feb 02, 2026
CAPITAL ADVISORS INC/OK History Reduced 410,851 19,231 0.31% 0.33% 88 -6,313 -1.51% Q4 2025 Jan 15, 2026
Allen Capital Group, LLC History Added to 410,735 19,226 1.76% 1.8% 89 +2,609 0.64% Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Added to 409,339 19,161 0.34% 0.29% 90 +105,932 34.91% Q4 2025 Jan 16, 2026
Midwest Capital Advisors, LLC History Added to 407,988 19,097 9.15% 6.91% 91 +101,817 33.25% Q4 2025 Jan 29, 2026
ATLAS CAPITAL ADVISORS INC. History New 381,408 17,853 1.99% — 92 +381,408 New Q4 2025 Feb 13, 2026
Compton Financial Group, LLC History Added to 369,922 17,316 3.92% 4.15% 93 +1,664 0.45% Q4 2025 Feb 05, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 365,729 17,119 6.46% 6.55% 94 +7,513 2.1% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Added to 364,939 17,082 1.26% 1.24% 95 +68,883 23.27% Q4 2025 Jan 28, 2026
Luken Investment Analytics, LLC History Added to 362,435 16,965 6.7% 6.62% 96 +562 0.16% Q4 2025 Feb 03, 2026
Rodgers & Associates, LTD History Added to 361,673 16,929 1.71% 1.74% 97 +1,367 0.38% Q4 2025 Jan 22, 2026
Facet Wealth, Inc. History Reduced 333,060 16,776 0.3% 0.34% 98 -14,457 -4.16% Q4 2025 Jan 29, 2026
Fort Point Capital Partners LLC History Added to 338,460 16,574 1.86% 1.33% 99 +97,855 40.67% Q4 2025 Feb 13, 2026
Heritage Family Offices, LLP History Reduced 339,952 15,913 7.23% 8.16% 100 -34,651 -9.25% Q4 2025 Jan 12, 2026
ONE Advisory Partners, LLC History Added to 337,936 15,818 4.77% 3.98% 101 +59,747 21.48% Q4 2025 Jan 12, 2026
Capital Analysts, LLC History Added to 334,630 15,664 0.48% 0.44% 102 +12,180 3.78% Q4 2025 Feb 11, 2026
Tortoise Investment Management, LLC History Added to 333,685 15,619 1.37% 1.34% 103 +12,716 3.96% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 303,211 14,193 0.67% 0.54% 104 +36,087 13.51% Q4 2025 Jan 21, 2026
Vestmark Advisory Solutions, Inc. History Added to 300,161 14,050 0.19% 0.14% 105 +147,089 96.09% Q4 2025 Feb 06, 2026
Financial Gravity Asset Management, Inc. History Added to 298,897 13,991 2.69% 2.65% 106 +12,973 4.54% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Reduced 291,685 13,700 0.41% 0.44% 107 -16,664 -5.4% Q4 2025 Jan 16, 2026
Merit Financial Group, LLC History Added to 291,883 13,663 0.11% 0.07% 108 +138,002 89.68% Q4 2025 Jan 26, 2026
Hobart Private Capital, LLC History Added to 290,928 13,618 2.66% 2.21% 109 +65,221 28.9% Q4 2025 Jan 27, 2026
RFG Advisory, LLC History Added to 290,233 13,585 0.26% 0.28% 110 +218 0.08% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 287,316 13,449 0.24% 0.28% 111 +20,955 7.87% Q4 2025 Feb 06, 2026
FORBES J M & CO LLP History Added to 287,113 13,439 1.09% 1.1% 112 +4,975 1.76% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Reduced 284,562 13,320 0.1% 0.88% 113 -2,288,404 -88.94% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 273,704 12,812 0.31% 0.3% 114 +17,280 6.74% Q4 2025 Jan 28, 2026
TRUEFG, LLC History Reduced 271,073 12,688 3.4% 3.57% 115 -4,641 -1.68% Q4 2025 Jan 21, 2026
ERn Financial, LLC History Reduced 270,813 12,676 2.38% 2.53% 116 -2,501 -0.92% Q4 2025 Jan 15, 2026
Portside Wealth Group, LLC History Added to 269,582 12,619 1.7% 1.41% 117 +50,639 23.13% Q4 2025 Jan 21, 2026
Bank of New York Mellon Corp History Reduced 268,504 12,568 0.0% 0.02% 118 -2,045,333 -88.4% Q4 2025 Feb 10, 2026
WRAPMANAGER INC History Reduced 264,944 12,402 4.19% 4.21% 119 -27,393 -9.37% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Added to 263,729 12,345 0.09% 0.09% 120 +16,558 6.7% Q4 2025 Feb 12, 2026
Brio Consultants, LLC History New 263,455 12,332 1.6% — 121 +263,455 New Q4 2025 Feb 04, 2026
Sterneck Capital Management, LLC History Reduced 263,368 12,328 5.55% 5.81% 122 -3,654 -1.37% Q4 2025 Jan 22, 2026
Peak Financial Management, Inc. History Added to 260,011 12,171 3.14% 3.21% 123 +830 0.32% Q4 2025 Jan 23, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 255,079 11,940 0.38% 0.34% 124 +40,989 19.15% Q4 2025 Jan 12, 2026
Main Management ETF Advisors, LLC History Added to 249,130 11,662 0.42% 0.4% 125 +20,952 9.18% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 245,014 11,469 0.06% — 126 +245,014 New Q4 2025 Feb 18, 2026
SENTINEL PENSION ADVISORS, LLC History New 244,063 11,424 1.75% — 127 +244,063 New Q4 2025 Jan 12, 2026
Marathon Strategic Advisors, LLC History Reduced 240,797 11,271 8.61% 9.14% 128 -3,105 -1.27% Q4 2025 Feb 11, 2026
Second Line Capital, LLC History Added to 238,354 11,157 2.29% 2.28% 129 +3,021 1.28% Q4 2025 Feb 17, 2026
Kensington Asset Management, LLC History Added to 237,569 11,125 0.57% 0.36% 130 +110,940 87.61% Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History Added to 234,889 10,995 1.11% 1.21% 131 +9,185 4.07% Q4 2025 Feb 06, 2026
Cobblestone Asset Management LLC History Added to 231,738 10,847 4.87% 3.94% 132 +47,565 25.83% Q4 2025 Jan 15, 2026
JDM Financial Group LLC History Added to 292,134 10,839 4.21% 4.06% 133 +83,186 39.81% Q4 2025 Feb 02, 2026
Leicht Financial Planning & Wealth Management, Inc. History Reduced 229,283 10,732 4.8% 5.04% 134 -9,552 -4.0% Q4 2025 Feb 04, 2026
TPG Financial Advisors, LLC History Added to 228,093 10,677 3.56% 3.51% 135 +26,510 13.15% Q4 2025 Feb 06, 2026
Aspire Private Capital, LLC History Added to 225,479 10,554 2.35% 1.77% 136 +37,196 19.76% Q4 2025 Jan 16, 2026
Advyzon Investment Management, LLC History Added to 223,337 10,454 1.21% 1.69% 137 +12,818 6.09% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 219,401 10,270 0.0% 0.01% 138 -35,827 -14.04% Q4 2025 Feb 13, 2026
Cypress Wealth Services, LLC History Added to 218,620 10,233 1.42% 1.23% 139 +58,514 36.55% Q4 2025 Jan 14, 2026
COMERICA BANK History Added to 218,216 10,214 0.04% 0.04% 140 +10,872 5.24% Q4 2025 Jan 29, 2026
Atlas Private Wealth Advisors History Added to 217,702 10,190 2.38% 2.29% 141 +17,888 8.95% Q4 2025 Feb 05, 2026
Waverly Advisors, LLC History Added to 217,444 10,178 0.08% 0.08% 142 +37,837 21.07% Q4 2025 Feb 17, 2026
ABOUND FINANCIAL, LLC History Added to 216,748 10,145 3.93% 3.7% 143 +19,251 9.75% Q4 2025 Feb 17, 2026
Aquire Wealth Advisors, LLC History Reduced 214,608 10,045 2.61% 2.54% 144 -5,831 -2.65% Q4 2025 Jan 07, 2026
Moss Adams Wealth Advisors LLC History Added to 213,727 10,004 0.73% 0.77% 145 +3,667 1.75% Q4 2025 Jan 26, 2026
Affiance Financial, LLC History Added to 212,549 9,949 1.6% 1.67% 146 +16,551 8.44% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Reduced 211,226 9,887 0.05% 0.05% 147 -11,301 -5.08% Q4 2025 Jan 29, 2026
Revisor Wealth Management LLC History Added to 200,160 9,785 2.62% 3.07% 148 +11,461 6.07% Q4 2025 Jan 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 206,937 9,686 0.19% 0.19% 149 +4,812 2.38% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Reduced 204,989 9,595 0.11% 0.12% 150 -11,295 -5.22% Q4 2025 Jan 15, 2026
Grey Fox Wealth Advisors, LLC History Added to 204,859 9,589 1.96% 1.88% 151 +8,082 4.11% Q4 2025 Feb 12, 2026
BlackRock, Inc. History Added to 199,756 9,350 0.0% 0.0% 152 +102,883 106.2% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 197,863 9,261 0.19% 0.2% 153 +9,951 5.3% Q4 2025 Feb 09, 2026
INTEGRITY ALLIANCE, LLC. History Added to 197,454 9,242 0.34% 0.32% 154 +51,747 35.51% Q4 2025 Feb 09, 2026
Valtinson Bruner Financial Planning LLC History Added to 194,840 9,120 2.62% 2.65% 155 +3,666 1.92% Q4 2025 Feb 09, 2026
Avior Wealth Management, LLC History Added to 189,796 8,884 0.28% 0.29% 156 +300 0.16% Q4 2025 Jan 06, 2026
Integrated Investment Consultants, LLC History Added to 189,201 8,856 1.74% 1.48% 157 +3,316 1.78% Q4 2025 Mar 03, 2026
Arax Advisory Partners History New 185,754 8,695 0.25% — 158 +185,754 New Q4 2025 Feb 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 177,360 8,302 0.31% 0.2% 159 +18,000 11.3% Q4 2025 Feb 04, 2026
Millington Financial Advisors, LLC History Reduced 164,710 8,220 3.64% 3.78% 160 -2,005 -1.2% Q4 2025 Feb 09, 2026
Values Added Financial LLC History Added to 174,899 8,187 3.46% 3.57% 161 +3,509 2.05% Q4 2025 Jan 16, 2026
Melone Private Wealth, LLC History Added to 173,924 8,141 3.45% 3.11% 162 +27,032 18.4% Q4 2025 Jan 07, 2026
Signal Advisors Wealth, LLC History Added to 173,125 8,103 0.64% 0.73% 163 +1,808 1.06% Q4 2025 Jan 13, 2026
Opes Wealth Management LLC History Added to 172,028 8,052 1.31% 1.37% 164 +2,665 1.57% Q4 2025 Feb 02, 2026
BRIGHTON SECURITIES CORP. History Added to 171,276 8,017 3.96% 4.0% 165 +7,321 4.47% Q4 2025 Mar 06, 2026
Fiduciary Alliance LLC History Added to 168,264 7,876 0.51% 0.47% 166 +16,950 11.2% Q4 2025 Jan 22, 2026
Clearstead Advisors, LLC History Reduced 160,460 7,511 0.09% 0.1% 167 -748 -0.46% Q4 2025 Feb 09, 2026
Detalus Advisors, LLC History Added to 159,487 7,465 1.82% 1.15% 168 +64,762 68.37% Q4 2025 Feb 03, 2026
Windsor Capital Management, LLC History Reduced 159,402 7,461 2.06% 2.09% 169 -2,178 -1.35% Q4 2025 Jan 15, 2026
David Kennon Inc History Reduced 154,536 7,233 2.57% 2.66% 170 -3,279 -2.08% Q4 2025 Jan 26, 2026
VestGen Advisors, LLC History Reduced 153,742 7,196 0.31% 0.48% 171 -152,124 -49.74% Q4 2025 Feb 17, 2026
Fonville Wealth Management LLC History Added to 153,072 7,165 1.46% 1.53% 172 +7,905 5.45% Q4 2025 Jan 23, 2026
Financial Insights, Inc. History Reduced 151,969 7,113 2.38% 2.36% 173 -174 -0.11% Q4 2025 Mar 31, 2026
Trilogy Capital Inc. History Reduced 151,435 7,088 0.32% 0.33% 174 -2,699 -1.75% Q4 2025 Jan 22, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 151,199 7,077 1.53% 1.89% 175 -21,210 -12.3% Q4 2025 Feb 02, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 150,584 7,048 0.79% 0.84% 176 -3,932 -2.54% Q4 2025 Jan 08, 2026
ProVise Management Group, LLC History Added to 150,020 7,022 0.5% 0.51% 177 +3,278 2.23% Q4 2025 Jan 29, 2026
WealthTrak Capital Management LLC History Added to 146,845 6,873 4.92% 5.59% 178 +1,670 1.15% Q4 2025 Feb 10, 2026
EHRLICH FINANCIAL GROUP History Added to 146,367 6,851 3.9% 3.02% 179 +37,741 34.74% Q4 2025 Jan 06, 2026
Wealth Alliance Advisory Group, LLC History Added to 145,433 6,807 1.17% 1.22% 180 +770 0.53% Q4 2025 Jan 29, 2026
Brooklyn FI, LLC History Added to 144,230 6,751 1.44% 1.26% 181 +23,983 19.94% Q4 2025 Jan 21, 2026
Optimist Retirement Group LLC History Added to 144,062 6,743 3.09% 3.04% 182 +276 0.19% Q4 2025 Feb 09, 2026
Uptown Financial Advisors LLC History Added to 143,200 6,703 4.8% 5.45% 183 +2,030 1.44% Q4 2025 Jan 23, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 143,193 6,702 0.84% 0.74% 184 +27,682 23.96% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Added to 138,662 6,490 0.52% 0.42% 185 +30,255 27.91% Q4 2025 Feb 04, 2026
Arete Wealth Advisors, LLC History Added to 137,667 6,444 0.39% 0.37% 186 +10,531 8.28% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 137,637 6,443 0.19% 0.2% 187 -3,228 -2.29% Q4 2025 Feb 02, 2026
Savant Capital, LLC History Reduced 137,274 6,425 0.04% 0.04% 188 -1,528 -1.1% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 135,347 6,335 0.4% 0.44% 189 -4,145 -2.97% Q4 2025 Feb 06, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 134,879 6,313 0.37% 0.44% 190 -3,345 -2.42% Q4 2025 Feb 10, 2026
Pure Financial Advisors, LLC History Reduced 131,739 6,166 1.12% 0.1% 191 -615 -0.46% Q4 2025 Mar 04, 2026
IFP Advisors, Inc History Added to 128,089 5,995 0.13% 0.13% 192 +20,749 19.33% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Reduced 127,690 5,977 0.15% 0.16% 193 -7,179 -5.32% Q4 2025 Feb 17, 2026
Palatine Hill Wealth Management, LLC History New 127,490 5,967 4.81% — 194 +127,490 New Q4 2025 Feb 10, 2026
Mason & Associates, LLC History Reduced 127,249 5,956 1.35% 1.4% 195 -2,993 -2.3% Q4 2025 Jan 21, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 126,650 5,928 3.31% — 196 +126,650 New Q4 2025 Feb 17, 2026
Delta Wealth Advisors LLC History Added to 124,787 5,841 4.89% 4.42% 197 +4,197 3.48% Q4 2025 Jan 28, 2026
Rinkey Investments History Reduced 124,303 5,818 1.48% 1.59% 198 -3,739 -2.92% Q4 2025 Feb 04, 2026
Vision Capital Management, Inc. History Reduced 123,981 5,803 0.7% 0.73% 199 -1,886 -1.5% Q4 2025 Jan 27, 2026
Mascoma Wealth Management LLC History Added to 123,020 5,758 1.23% 1.24% 200 +3,098 2.58% Q4 2025 Feb 04, 2026
Wolff Financial Management LLC History Added to 120,839 5,656 1.27% 1.27% 201 +3,719 3.18% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 120,537 5,642 0.0% 0.0% 202 +26,526 28.22% Q4 2025 Feb 17, 2026
Red Wave Investments LLC History Reduced 118,941 5,567 1.66% 1.73% 203 -1,670 -1.38% Q4 2025 Feb 06, 2026
Probity Advisors, Inc. History Added to 118,286 5,536 0.89% 0.88% 204 +2,590 2.24% Q4 2025 Jan 27, 2026
Raleigh Capital Management Inc. History Added to 116,714 5,463 1.98% 2.0% 205 +4,230 3.76% Q4 2025 Jan 21, 2026
ALLIANCEBERNSTEIN L.P. History New 115,423 5,402 0.0% — 206 +115,423 New Q4 2025 Feb 17, 2026
Gibbs Wealth Management History Reduced 112,039 5,401 1.31% 1.21% 207 -2,508 -2.19% Q4 2025 Jan 23, 2026
Towercrest Capital Management History Reduced 114,589 5,363 0.85% 0.91% 208 -6,013 -4.99% Q4 2025 Jan 21, 2026
Wrenne Financial Planning LLC History Reduced 113,553 5,315 2.16% 2.28% 209 -426 -0.37% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Added to 113,136 5,295 0.08% 0.08% 210 +4,837 4.47% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 112,510 5,266 0.1% 0.1% 211 +53,953 92.14% Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 111,093 5,200 0.03% 0.04% 212 -11,631 -9.48% Q4 2025 Feb 17, 2026
Boltwood Capital Management History Reduced 110,800 5,186 1.35% 1.38% 213 -110 -0.1% Q4 2025 Jan 02, 2026
GOLDMAN SACHS GROUP INC History Reduced 110,236 5,160 0.0% 0.0% 214 -4,039 -3.53% Q4 2025 Mar 25, 2026
Advisory Services Network, LLC History Added to 108,890 5,097 0.07% 0.02% 215 +85,985 375.4% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 108,905 5,097 0.53% 0.56% 216 +7,442 7.33% Q4 2025 Feb 13, 2026
Integrated Capital Management, LLC History Added to 108,447 5,076 2.18% 2.21% 217 +4,309 4.14% Q4 2025 Jan 26, 2026
Phoenix Wealth Advisors History Added to 107,988 5,054 1.94% 1.93% 218 +814 0.76% Q4 2025 Jan 22, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 107,591 5,036 0.82% 0.86% 219 -1,687 -1.54% Q4 2025 Jan 07, 2026
AE Wealth Management LLC History Added to 107,447 5,029 0.03% 0.03% 220 +7,260 7.25% Q4 2025 Jan 26, 2026
CreativeOne Wealth, LLC History Added to 105,215 4,925 0.12% 0.12% 221 +2,944 2.88% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 103,526 4,846 0.03% 0.01% 222 +76,617 284.73% Q4 2025 Feb 17, 2026
Financial Enhancement Group LLC History Reduced 98,886 4,827 0.63% 0.63% 223 -7 -0.01% Q4 2025 Jan 23, 2026
WBH ADVISORY INC History Added to 102,031 4,776 0.35% 0.33% 224 +10,058 10.94% Q4 2025 Jan 26, 2026
Simplicity Wealth,LLC History Added to 101,325 4,743 0.28% 0.23% 225 +16,136 18.94% Q4 2025 Jan 30, 2026
Financial Planning Fort Collins, LLC History New 101,048 4,730 4.15% — 226 +101,048 New Q4 2025 Feb 18, 2026
PROFFITT & GOODSON INC History Reduced 100,387 4,699 0.65% 0.71% 227 -6,095 -5.72% Q4 2025 Jan 27, 2026
STIFEL FINANCIAL CORP History Added to 98,361 4,604 0.0% 0.0% 228 +197 0.2% Q4 2025 Feb 13, 2026
ADE, LLC History Reduced 98,133 4,593 2.22% 2.32% 229 -46 -0.05% Q4 2025 Feb 10, 2026
FMR LLC History Added to 97,705 4,573 0.0% 0.0% 230 +16,107 19.74% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 97,338 4,556 0.14% 0.15% 231 +1,593 1.66% Q4 2025 Jan 30, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 96,772 4,529 3.06% 2.58% 232 +13,702 16.49% Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Added to 96,737 4,528 0.01% 0.01% 233 +150 0.16% Q4 2025 Feb 02, 2026
Richmond Investment Services, LLC History Added to 95,678 4,478 0.77% 0.72% 234 +12,517 15.05% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Added to 94,752 4,435 0.11% 0.09% 235 +17,536 22.71% Q4 2025 Feb 04, 2026
Collier Financial History Reduced 94,435 4,420 3.32% 3.58% 236 -7,174 -7.06% Q4 2025 Feb 12, 2026
Key FInancial Inc History Reduced 94,015 4,400 0.8% 0.82% 237 -311 -0.33% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 93,854 4,393 0.21% 0.24% 238 +7,476 8.65% Q4 2025 Jan 28, 2026
Great Point Wealth Advisors, LLC History Reduced 92,674 4,338 0.79% 0.82% 239 -220 -0.24% Q4 2025 Jan 26, 2026
AlphaCore Capital LLC History Added to 92,443 4,327 0.1% 0.0% 240 +91,034 6460.89% Q4 2025 Feb 05, 2026
VISTA INVESTMENT MANAGEMENT History Added to 91,578 4,286 1.41% 1.4% 241 +5,559 6.46% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 91,275 4,273 0.0% 0.0% 242 -5,500 -5.68% Q4 2025 Feb 17, 2026
Churchill Financial Advisors, LLC History New 90,945 4,257 1.3% — 243 +90,945 New Q4 2025 Feb 09, 2026
Optas, LLC History Reduced 90,604 4,241 0.66% 0.82% 244 -12,404 -12.04% Q4 2025 Jan 27, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 102,363 4,225 0.39% 0.39% 245 0 0.0% Q4 2025 Feb 13, 2026
Vivaldi Capital Management LP History Added to 89,933 4,209 0.57% 0.46% 246 +19,676 28.01% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Reduced 89,551 4,191 0.92% 0.99% 247 -5,906 -6.19% Q4 2025 Jan 21, 2026
R. W. Roge & Company, Inc. History Reduced 88,547 4,144 2.05% 2.19% 248 -2,720 -2.98% Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History Added to 87,006 4,072 0.15% 0.09% 249 +34,989 67.26% Q4 2025 Jan 27, 2026
SEEDS INVESTOR LLC History Added to 86,326 4,040 0.77% 0.65% 251 +20,998 32.14% Q4 2025 Jan 27, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 86,327 4,040 1.22% 1.23% 250 -2,584 -2.91% Q4 2025 Feb 06, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Reduced 86,033 4,027 3.62% 3.86% 252 -3,256 -3.65% Q4 2025 Jan 23, 2026
Asset Dedication, LLC History Reduced 85,994 4,025 0.26% 0.27% 253 -882 -1.02% Q4 2025 Jan 26, 2026
Single Point Partners, LLC History Reduced 85,569 4,005 0.79% 0.81% 254 -72 -0.08% Q4 2025 Jan 26, 2026
Schwallier Wealth Management LLC History Reduced 81,265 3,998 2.55% 2.52% 255 -4,864 -5.65% Q4 2025 Feb 11, 2026
Leslie Global Wealth, LLC History Reduced 85,216 3,988 1.79% 1.88% 256 -381 -0.45% Q4 2025 Feb 02, 2026
YHB Investment Advisors, Inc. History Added to 84,996 3,978 0.27% 0.25% 257 +11,867 16.23% Q4 2025 Jan 16, 2026
Ervin Investment Management, LLC History Added to 84,538 3,957 2.22% 2.17% 258 +3,479 4.29% Q4 2025 Jan 23, 2026
Turning Point Benefit Group, Inc. History Reduced 84,540 3,957 2.07% 2.47% 259 -2,251 -2.59% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Added to 84,455 3,953 0.01% 0.01% 260 +4,416 5.52% Q4 2025 Feb 17, 2026
Vertex Planning Partners, LLC History Added to 83,507 3,908 0.91% 0.75% 261 +443 0.53% Q4 2025 Feb 17, 2026
Continuum Advisory, LLC History Reduced 82,663 3,869 0.39% 0.45% 262 -9,026 -9.84% Q4 2025 Feb 11, 2026
INTRUST BANK NA History Added to 82,401 3,857 0.32% 0.31% 263 +2,420 3.03% Q4 2025 Feb 06, 2026
Tranquilli Financial Advisor LLC History Reduced 82,146 3,845 2.23% 2.28% 264 -414 -0.5% Q4 2025 Jan 27, 2026
SOA Wealth Advisors, LLC. History Added to 80,387 3,762 0.64% 0.61% 265 +3,919 5.13% Q4 2025 Jan 20, 2026
Cornerstone Wealth Management, LLC History Added to 79,056 3,700 0.19% 0.18% 266 +7,664 10.74% Q4 2025 Feb 05, 2026
Gateway Wealth Partners, LLC History Added to 78,930 3,694 0.41% 0.21% 267 +46,229 141.37% Q4 2025 Feb 11, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 78,552 3,677 1.67% 1.75% 268 +313 0.4% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Added to 78,410 3,670 0.02% 0.02% 269 +7,687 10.87% Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History Added to 78,182 3,659 0.39% 0.31% 270 +31,760 68.42% Q4 2025 Feb 17, 2026
Shum Financial Group, Inc. History Added to 77,276 3,617 2.61% 2.57% 271 +3,824 5.21% Q4 2025 Jan 15, 2026
TBH Global Asset Management, LLC History New 81,095 3,601 0.6% — 272 +81,095 New Q4 2025 Jan 29, 2026
Kera Capital Partners, Inc. History Added to 72,879 3,585 0.44% 0.47% 273 +5,741 8.55% Q4 2025 Feb 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 76,367 3,574 0.09% 0.09% 274 -987 -1.28% Q4 2025 Feb 03, 2026
Integrity Wealth Solutions LLC History Reduced 76,270 3,570 1.41% 1.6% 275 -319 -0.42% Q4 2025 Feb 02, 2026
Sharkey, Howes & Javer History Reduced 75,640 3,540 0.45% 0.53% 276 -13,251 -14.91% Q4 2025 Jan 13, 2026
Gladstone Institutional Advisory LLC History Added to 75,201 3,520 0.13% 0.12% 277 +5,969 8.62% Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Added to 73,756 3,452 0.76% 0.75% 278 +2,754 3.88% Q4 2025 Feb 03, 2026
Boston Standard Wealth Management, LLC History Added to 73,428 3,437 0.57% 0.58% 279 +36 0.05% Q4 2025 Jan 07, 2026
SIMON QUICK ADVISORS, LLC History Reduced 72,750 3,405 0.15% 0.17% 280 -5,650 -7.21% Q4 2025 Jan 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 72,642 3,400 0.03% 0.03% 281 -3,542 -4.65% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 72,117 3,375 0.04% 0.05% 282 -20,041 -21.75% Q4 2025 Feb 11, 2026
LEGACY SOLUTIONS, LLC History Added to 71,794 3,360 2.95% 3.0% 283 +567 0.8% Q4 2025 Jan 14, 2026
Axos Invest Inc. History Added to 69,744 3,264 2.4% 1.1% 284 +38,328 122.0% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History Reduced 69,577 3,256 0.11% 0.17% 285 -3,277 -4.5% Q4 2025 Jan 21, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 69,243 3,241 0.93% 1.01% 286 -1,154 -1.64% Q4 2025 Feb 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 68,927 3,226 0.46% 0.48% 287 +1,535 2.28% Q4 2025 Feb 13, 2026
Partners in Financial Planning History Reduced 68,367 3,200 0.54% 0.56% 288 -347 -0.5% Q4 2025 Feb 02, 2026
Snowden Capital Advisors LLC History Added to 67,992 3,182 0.08% 0.08% 289 +4,123 6.46% Q4 2025 Feb 17, 2026
Balefire, LLC History Added to 67,935 3,180 0.62% 0.6% 290 +3,425 5.31% Q4 2025 Jan 12, 2026
Ironwood Wealth Management, LLC. History Reduced 67,903 3,178 0.93% 1.08% 291 -645 -0.94% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Reduced 67,753 3,171 0.06% 0.06% 292 -1,401 -2.03% Q4 2025 Feb 11, 2026
OLIO Financial Planning History Added to 67,587 3,163 0.89% 0.87% 293 +3,995 6.28% Q4 2025 Jan 21, 2026
Western Wealth Management, LLC History Added to 67,067 3,139 0.14% 0.16% 294 +1,135 1.72% Q4 2025 Feb 05, 2026
JIM SAULNIER & ASSOCIATES, LLC History Reduced 65,819 3,080 1.6% 1.79% 295 -2,876 -4.19% Q4 2025 Jan 29, 2026
Quantinno Capital Management LP History Added to 63,598 2,977 0.01% 0.0% 296 +29,355 85.73% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 63,015 2,949 0.12% 0.12% 297 -1,755 -2.71% Q4 2025 Feb 09, 2026
May Hill Capital, LLC History Added to 62,264 2,914 0.38% 0.43% 298 +30,756 97.61% Q4 2025 Feb 05, 2026
BayBridge Capital Group, LLC History Reduced 62,040 2,904 1.8% 1.9% 299 -1,482 -2.33% Q4 2025 Jan 16, 2026
Drucker Wealth 3.0, LLC History Added to 61,943 2,899 0.51% 0.45% 300 +7,865 14.54% Q4 2025 Feb 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 61,776 2,890 0.93% 1.87% 301 -2,701 -4.19% Q4 2025 Jan 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 61,362 2,887 0.0% 0.0% 302 +18,856 44.36% Q4 2025 Feb 18, 2026
Walkner Condon Financial Advisors LLC History Added to 61,536 2,880 0.4% 0.44% 303 +1,891 3.17% Q4 2025 Jan 21, 2026
Archer Investment Management, LLC History New 61,442 2,876 1.55% — 304 +61,442 New Q4 2025 Jan 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 61,373 2,872 0.04% 0.03% 305 +11,618 23.35% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 61,144 2,863 0.04% 0.04% 306 -6,411 -9.49% Q4 2025 Jan 23, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 59,940 2,805 0.49% 0.52% 307 +1,787 3.07% Q4 2025 Jan 21, 2026
Xena Financial Planning, LLC History New 59,861 2,802 3.29% — 308 +59,861 New Q4 2025 Jan 15, 2026
Partnership Wealth Management, LLC History Added to 59,275 2,774 2.0% 2.07% 309 +1,916 3.34% Q4 2025 Jan 09, 2026
Echo Wealth Management, LLC History Reduced 59,221 2,772 1.62% 1.69% 310 -2,611 -4.22% Q4 2025 Jan 22, 2026
CSM Advisors, LLC History Added to 58,716 2,749 0.07% 0.07% 311 +3,458 6.26% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 58,249 2,726 0.71% — 312 +58,249 New Q4 2025 Feb 17, 2026
PLANWISER FINANCIAL, LLC History Reduced 55,617 2,715 2.03% 2.8% 313 -18,232 -24.69% Q4 2025 Feb 13, 2026
Livet Wealth, LLC History New 57,830 2,707 1.67% — 314 +57,830 New Q4 2025 Feb 13, 2026
Blue Barn Wealth, LLC History Reduced 57,638 2,698 3.93% 2.18% 315 -48,526 -45.71% Q4 2025 Feb 10, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 57,362 2,685 0.85% 0.88% 316 -99 -0.17% Q4 2025 Feb 03, 2026
OPPENHEIMER & CO INC History Added to 56,933 2,665 0.04% 0.03% 317 +3,410 6.37% Q4 2025 Feb 02, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 56,091 2,625 1.24% 1.33% 318 -224 -0.4% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Reduced 56,048 2,623 0.05% 0.07% 319 -12,325 -18.03% Q4 2025 Jan 14, 2026
Resonant Capital Advisors, LLC History Added to 55,946 2,618 0.14% 0.15% 320 +240 0.43% Q4 2025 Jan 29, 2026
MATAURO, LLC History Added to 55,883 2,615 0.39% 0.13% 321 +37,994 212.39% Q4 2025 Jan 16, 2026
Quent Capital, LLC History Added to 55,849 2,614 0.19% 0.22% 322 +734 1.33% Q4 2025 Jan 29, 2026
McAdam, LLC History Added to 55,811 2,612 0.12% 0.12% 323 +3,423 6.53% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Reduced 55,801 2,612 0.03% 0.04% 324 -2,763 -4.72% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History New 55,001 2,574 0.06% — 325 +55,001 New Q4 2025 Feb 12, 2026
Occidental Asset Management, LLC History Reduced 54,946 2,572 0.31% 0.33% 326 -1,542 -2.73% Q4 2025 Jan 08, 2026
NOVUS ADVISORS, LLC History Reduced 54,510 2,551 5.7% 6.02% 327 -1,490 -2.66% Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 54,382 2,545 0.14% 0.18% 328 -16,997 -23.81% Q4 2025 Feb 06, 2026
World Investment Advisors History Added to 54,192 2,536 0.04% 0.03% 329 +20,552 61.09% Q4 2025 Mar 12, 2026
Diversify Advisory Services, LLC History Added to 51,576 2,511 0.08% 0.08% 330 +3,169 6.55% Q4 2025 Jan 23, 2026
Global Financial Private Client, LLC History Added to 53,277 2,493 0.87% 0.85% 331 +2,077 4.06% Q4 2025 Jan 27, 2026
Wallace Advisory Group, LLC History Reduced 53,199 2,490 2.61% 1.94% 332 -3,315 -5.87% Q4 2025 Jan 23, 2026
HBW ADVISORY SERVICES LLC History Reduced 52,913 2,476 0.27% 0.29% 333 -2,982 -5.34% Q4 2025 Jan 23, 2026
Forefront Wealth Partners, LLC History Added to 52,564 2,460 1.16% 0.48% 334 +11,756 28.81% Q4 2025 Feb 06, 2026
Diligent Investors, LLC History Reduced 52,353 2,450 0.6% 0.63% 335 -1,160 -2.17% Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Added to 50,801 2,446 0.22% 0.2% 336 +3,300 6.95% Q4 2025 Jan 28, 2026
Tyche Wealth Partners LLC History Added to 52,095 2,438 0.39% 0.26% 337 +20,749 66.19% Q4 2025 Jan 23, 2026
RAINIER FAMILY WEALTH INC History Added to 52,085 2,438 1.84% 1.81% 338 +8,802 20.34% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 51,531 2,412 0.01% 0.01% 339 +1,199 2.38% Q4 2025 Feb 10, 2026
RTD Financial Advisors, Inc. History Reduced 51,498 2,410 0.29% 0.29% 340 -97 -0.19% Q4 2025 Jan 27, 2026
PAX Financial Group, LLC History Reduced 51,146 2,394 0.41% 0.48% 341 -5,774 -10.14% Q4 2025 Feb 05, 2026
FF Advisors,LLC History Added to 50,991 2,386 1.06% 0.78% 342 +16,307 47.02% Q4 2025 Feb 13, 2026
M&T BANK CORP History Reduced 50,508 2,364 0.01% 0.01% 343 -495 -0.97% Q4 2025 Jan 30, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 50,267 2,353 2.04% 2.23% 344 -7,561 -13.07% Q4 2025 Feb 05, 2026
BANK OF NOVA SCOTIA History New 50,125 2,346 0.0% — 345 +50,125 New Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 49,428 2,313 0.34% 0.37% 346 -2,653 -5.09% Q4 2025 Feb 03, 2026
NORDEN GROUP LLC History Reduced 49,171 2,301 0.23% 0.23% 347 -59 -0.12% Q4 2025 Jan 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 49,102 2,299 0.03% 0.03% 348 -2,400 -4.66% Q4 2025 Feb 10, 2026
Lifestyle Asset Management, Inc. History Added to 48,334 2,262 0.74% 0.61% 349 +10,449 27.58% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 48,302 2,261 0.01% 0.01% 350 -12,930 -21.12% Q4 2025 Feb 13, 2026
Dynamic Advisor Solutions LLC History Added to 47,568 2,226 0.07% 0.06% 352 +2,580 5.73% Q4 2025 Jan 09, 2026
Advisory Resource Group History Added to 47,573 2,226 0.39% 0.38% 353 +2,191 4.83% Q4 2025 Feb 12, 2026
Modera Wealth Management, LLC History Reduced 47,565 2,226 0.03% 0.03% 351 -22 -0.05% Q4 2025 Jan 21, 2026
Peterson Wealth Advisors, LLC History Reduced 47,435 2,220 0.3% 0.47% 354 -19,651 -29.29% Q4 2025 Jan 09, 2026
Hirtle Callaghan & Co LLC History Added to 47,285 2,213 0.08% 0.08% 355 +1,678 3.68% Q4 2025 Feb 04, 2026
HUNTINGTON NATIONAL BANK History Added to 46,950 2,197 0.01% 0.01% 356 +20,007 74.26% Q4 2025 Feb 09, 2026
LOWE BROCKENBROUGH & CO INC History No change 45,949 2,150 0.11% 0.11% 357 0 0.0% Q4 2025 Feb 11, 2026
FIFTH THIRD SECURITIES, INC. History Added to 45,084 2,110 0.14% 0.14% 358 +169 0.38% Q4 2025 Jan 23, 2026
IAG Wealth Partners, LLC History Added to 45,064 2,109 0.24% 0.25% 359 +1,399 3.2% Q4 2025 Feb 10, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 43,737 2,047 0.18% 0.21% 360 -1,060 -2.37% Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 43,484 2,035 0.0% 0.0% 361 +13,724 46.12% Q4 2025 Feb 17, 2026
Cadent Capital Advisors, LLC History Added to 43,377 2,030 0.52% 0.53% 362 +240 0.56% Q4 2025 Jan 13, 2026
AdvisorNet Financial, Inc History Reduced 43,263 2,025 0.11% 0.11% 363 -161 -0.37% Q4 2025 Jan 20, 2026
Zinnia Wealth Advisory, LLC History New 43,217 2,022 2.19% — 364 +43,217 New Q4 2025 Feb 13, 2026
CFS Investment Advisory Services, LLC History Reduced 42,962 2,011 0.15% 0.15% 365 -100 -0.23% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Added to 42,939 2,009 0.06% 0.06% 366 +791 1.88% Q4 2025 Feb 19, 2026
Squarepoint Ops LLC History Added to 42,732 2,000 0.0% 0.0% 367 +33,275 351.86% Q4 2025 Feb 13, 2026
Vested Financial Planning, LLC History Added to 42,674 1,997 1.54% 1.52% 368 +2,648 6.62% Q4 2025 Jan 23, 2026
Blueprint Financial Advisors LLC History Added to 42,641 1,996 0.3% 0.19% 369 +23,610 124.06% Q4 2025 Feb 13, 2026
Advisor OS, LLC History Added to 42,103 1,970 0.16% 0.08% 370 +21,345 102.83% Q4 2025 Feb 04, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 42,054 1,968 0.14% 0.15% 371 0 0.0% Q4 2025 Feb 09, 2026
SMITH, MOORE & CO. History No change 41,427 1,939 0.15% 0.15% 372 0 0.0% Q4 2025 Jan 23, 2026
BankPlus Wealth Management LLC History Added to 41,405 1,938 1.07% 1.01% 373 +4,676 12.73% Q4 2025 Feb 04, 2026
Global Endowment Management, LP History Reduced 41,231 1,930 0.24% 0.25% 374 -873 -2.07% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 41,190 1,928 0.02% 0.02% 375 +11,973 40.98% Q4 2025 Jan 21, 2026
Maia Wealth LLC History Added to 38,263 1,924 0.33% 0.31% 376 +185 0.49% Q4 2025 Feb 17, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 40,917 1,915 1.09% 1.08% 377 +1,611 4.1% Q4 2025 Jan 15, 2026
Larson Financial Group LLC History Reduced 40,629 1,901 0.06% 0.07% 378 -2,890 -6.64% Q4 2025 Feb 06, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 40,426 1,892 0.14% 0.13% 379 +1,037 2.63% Q4 2025 Jan 23, 2026
Stratos Wealth Partners, LTD. History Added to 40,308 1,886 0.02% 0.02% 380 +645 1.63% Q4 2025 Jan 20, 2026
Onyx Bridge Wealth Group LLC History Reduced 40,167 1,880 0.2% 0.59% 381 -75,817 -65.37% Q4 2025 Feb 18, 2026
Topel & Distasi Wealth Management, LLC History Reduced 39,984 1,871 0.91% 0.96% 382 -1,686 -4.05% Q4 2025 Feb 09, 2026
Ascent Group, LLC History Reduced 39,886 1,867 0.06% 0.07% 383 -1,944 -4.65% Q4 2025 Jan 20, 2026
International Private Wealth Advisors LLC History Added to 39,544 1,851 1.17% 1.11% 384 +1,829 4.85% Q4 2025 Jan 14, 2026
Fortitude Financial, LLC History New 39,275 1,838 1.56% — 385 +39,275 New Q4 2025 Jan 27, 2026
Strategic Financial Planning, Inc. History Reduced 39,233 1,836 1.04% 1.07% 386 -357 -0.9% Q4 2025 Feb 17, 2026
Matrix Trust Co History Added to 38,952 1,823 0.3% 0.28% 387 +1,399 3.73% Q4 2025 Jan 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 38,597 1,806 0.13% 0.1% 388 +7,507 24.15% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Added to 38,530 1,803 0.14% 0.12% 389 +5,147 15.42% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 38,338 1,794 0.04% 0.04% 390 -2,184 -5.39% Q4 2025 Feb 05, 2026
Hofer & Associates. Inc History Added to 38,116 1,784 0.95% 0.98% 391 +1,606 4.4% Q4 2025 Jan 15, 2026
Janney Montgomery Scott LLC History Added to 37,922 1,775 0.0% 0.0% 392 +10,808 39.86% Q4 2025 Feb 11, 2026
Brown Financial Advisory History No change 37,742 1,766 0.89% 0.92% 393 0 0.0% Q4 2025 Jan 29, 2026
Sherman Wealth Management LLC History New 37,475 1,754 1.52% — 394 +37,475 New Q4 2025 Jan 15, 2026
TAGStone Capital, Inc. History Added to 37,462 1,753 0.65% 0.68% 395 +541 1.47% Q4 2025 Feb 10, 2026
Integrity Advisory Solutions, LLC History Added to 37,287 1,745 0.25% 0.23% 396 +6,913 22.76% Q4 2025 Feb 09, 2026
WESCAP Management Group, Inc. History Reduced 37,001 1,732 0.35% 0.37% 397 -630 -1.67% Q4 2025 Feb 11, 2026
Stonehearth Capital Management, LLC History Reduced 36,922 1,728 0.64% 0.67% 398 -125 -0.34% Q4 2025 Jan 13, 2026
Koshinski Asset Management, Inc. History Reduced 36,910 1,727 0.11% 0.13% 399 -5,213 -12.38% Q4 2025 Feb 03, 2026
Financial Network Wealth Advisors LLC History Added to 36,790 1,722 1.79% 1.64% 400 +4,722 14.72% Q4 2025 Feb 13, 2026
NavPoint Financial, Inc. History Added to 36,618 1,714 0.73% 0.89% 401 +484 1.34% Q4 2025 Jan 20, 2026
Brookwood Investment Group LLC History Added to 36,572 1,711 0.21% 0.19% 402 +4,417 13.74% Q4 2025 Jan 22, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 36,473 1,707 3.27% 2.1% 403 +912 2.56% Q4 2025 Jan 21, 2026
Runnymede Capital Advisors, Inc. History New 36,337 1,700 0.98% — 406 +36,337 New Q4 2025 Jan 21, 2026
MAI Capital Management History Reduced 36,337 1,700 0.01% 0.01% 404 -348 -0.95% Q4 2025 Feb 13, 2026
Trivant Custom Portfolio Group, LLC History Reduced 36,337 1,700 0.98% 0.88% 405 -122 -0.33% Q4 2025 Jan 21, 2026
NOVEM GROUP History Added to 36,034 1,686 0.19% 0.19% 407 +891 2.54% Q4 2025 Jan 27, 2026
Tempus Wealth Planning, LLC History Added to 35,981 1,684 0.39% 0.38% 408 +1,036 2.96% Q4 2025 Jan 16, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 35,641 1,668 0.0% 0.0% 409 +2,943 9.0% Q4 2025 Feb 17, 2026
TRUE Private Wealth Advisors History Added to 34,998 1,638 0.16% 0.14% 410 +5,358 18.08% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 34,864 1,631 0.38% 0.46% 411 -1,593 -4.37% Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 34,402 1,610 0.01% 0.01% 412 +527 1.56% Q4 2025 Feb 11, 2026
Cambridge Financial Group, LLC History Added to 41,832 1,607 0.56% 0.59% 413 +2,455 6.23% Q4 2025 Jan 09, 2026
Atria Investments, Inc History Added to 33,913 1,587 0.02% 0.02% 414 +4,158 13.97% Q4 2025 Feb 05, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 33,838 1,583 0.19% 0.2% 415 +879 2.67% Q4 2025 Jan 26, 2026
Maridea Wealth Management LLC History Added to 33,660 1,575 0.24% 0.24% 416 +1,108 3.4% Q4 2025 Jan 08, 2026
BANK OF MONTREAL /CAN/ History Added to 33,329 1,560 0.0% 0.0% 417 +26,148 364.13% Q4 2025 Feb 12, 2026
GK Wealth Management LLC History Added to 33,254 1,556 1.03% 0.87% 418 +7,778 30.53% Q4 2025 Jan 05, 2026
Apella Capital, LLC History Added to 33,110 1,549 0.03% 0.02% 419 +14,587 78.75% Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 32,994 1,545 0.06% 0.09% 420 +928 2.89% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 32,662 1,528 0.02% 0.01% 421 +20,515 168.89% Q4 2025 Feb 12, 2026
Beacon Bridge Wealth Partners, LLC History Added to 32,543 1,523 0.51% 0.52% 422 +1,091 3.47% Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Added to 32,255 1,509 0.01% 0.01% 423 +498 1.57% Q4 2025 Feb 12, 2026
Wealth Advisors of Iowa, LLC History Added to 31,849 1,490 0.49% 0.51% 424 +69 0.22% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Reduced 31,691 1,483 0.02% 0.03% 425 -8,491 -21.13% Q4 2025 Feb 09, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 31,640 1,481 0.16% — 426 +31,640 New Q4 2025 Feb 13, 2026
McNaughton Wealth Management, LLC History Added to 31,555 1,477 0.61% 0.59% 427 +1,549 5.16% Q4 2025 Jan 12, 2026
Composition Wealth, LLC History Reduced 31,422 1,470 0.02% 0.02% 428 -760 -2.36% Q4 2025 Feb 02, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 31,343 1,467 0.85% 0.85% 429 -98 -0.31% Q4 2025 Jan 15, 2026
SCS Capital Management LLC History Added to 31,086 1,455 0.02% 0.02% 430 +1 0.0% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Added to 30,730 1,438 0.02% 0.01% 431 +22,239 261.91% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History No change 30,705 1,437 0.01% 0.01% 432 0 0.0% Q4 2025 Feb 17, 2026
Alpha Advisors, LLC/VA History Reduced 30,644 1,434 1.11% 1.12% 433 -1,146 -3.6% Q4 2025 Feb 12, 2026
SYM FINANCIAL Corp History Added to 30,245 1,415 0.15% 0.11% 434 +8,974 42.19% Q4 2025 Feb 13, 2026
IRON Financial LLC History Reduced 30,217 1,414 0.65% 0.69% 435 -735 -2.37% Q4 2025 Jan 22, 2026
Lifeworks Advisors, LLC History Reduced 30,198 1,413 0.18% 0.19% 436 -92 -0.3% Q4 2025 Feb 13, 2026
Outlook Wealth Advisors, LLC History Reduced 30,069 1,407 0.32% 0.36% 437 -697 -2.27% Q4 2025 Feb 11, 2026
WLTH Capital Management, LLC History New 27,636 1,388 1.07% — 438 +27,636 New Q4 2025 Feb 24, 2026
JFS WEALTH ADVISORS, LLC History Reduced 29,542 1,382 0.08% 0.08% 439 -616 -2.04% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 35,620 1,368 0.03% 0.03% 440 +3,111 9.57% Q4 2025 Feb 11, 2026
Rosenberg Matthew Hamilton History Reduced 28,768 1,346 0.28% 0.29% 441 -92 -0.32% Q4 2025 Jan 05, 2026
Kagan Cocozza Asset Management History Reduced 28,734 1,345 0.96% 1.09% 442 -1,995 -6.49% Q4 2025 Jan 23, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 28,392 1,329 0.66% 0.67% 443 -394 -1.37% Q4 2025 Jan 30, 2026
Hilltop Holdings Inc. History Reduced 28,251 1,322 0.08% 0.07% 444 -1,461 -4.92% Q4 2025 Feb 17, 2026
THEORY FINANCIAL LLC History New 26,595 1,318 0.44% — 445 +26,595 New Q4 2025 Feb 10, 2026
Comprehensive Money Management Services LLC History Reduced 27,999 1,310 0.9% 0.94% 446 -428 -1.51% Q4 2025 Jan 22, 2026
Bison Wealth, LLC History New 28,649 1,307 0.15% — 447 +28,649 New Q4 2025 Mar 24, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 27,676 1,296 0.34% 0.26% 448 +5,395 24.21% Q4 2025 Feb 09, 2026
CALTON & ASSOCIATES, INC. History Added to 27,441 1,284 0.19% 0.19% 449 +525 1.95% Q4 2025 Feb 10, 2026
Bond & Devick Financial Network, Inc. History No change 27,264 1,276 0.36% 0.38% 450 0 0.0% Q4 2025 Jan 14, 2026
Worth Financial Advisory Group, LLC History Added to 26,845 1,256 0.61% 0.7% 451 +112 0.42% Q4 2025 Jan 16, 2026
Wedmont Private Capital History Added to 26,068 1,253 0.04% 0.04% 452 +5,739 28.23% Q4 2025 Jan 08, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 26,724 1,250 0.26% 0.31% 453 +1,201 4.71% Q4 2025 Feb 13, 2026
Frisch Financial Group, Inc. History Added to 26,681 1,248 0.28% 0.29% 454 +16 0.06% Q4 2025 Feb 06, 2026
Clear Creek Financial Management, LLC History Reduced 26,456 1,238 0.1% 0.14% 455 -8,026 -23.28% Q4 2025 Jan 23, 2026
Wealthspire Retirement, LLC History Added to 26,271 1,229 0.07% 0.07% 456 +1,708 6.95% Q4 2025 Feb 18, 2026
Certified Advisory Corp History Reduced 26,179 1,225 0.11% 0.12% 457 -123 -0.47% Q4 2025 Jan 12, 2026
Forthright Family Wealth Advisory LLC History Reduced 26,125 1,222 0.77% 0.76% 458 -374 -1.41% Q4 2025 Feb 23, 2026
G&S Capital LLC History Added to 25,842 1,209 0.43% 0.43% 459 +789 3.15% Q4 2025 Jan 28, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 25,497 1,193 0.32% 0.72% 460 -26,532 -50.99% Q4 2025 Feb 09, 2026
Fullerton Advisors, LLC History New 25,500 1,193 1.19% — 461 +25,500 New Q4 2025 Feb 02, 2026
Prosperity Consulting Group, LLC History Reduced 25,435 1,190 0.05% 0.06% 462 -345 -1.34% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 25,348 1,186 0.04% 0.02% 463 +12,236 93.32% Q4 2025 Jan 14, 2026
Collaborative Wealth Managment Inc. History Reduced 24,957 1,168 0.41% 0.48% 464 -369 -1.46% Q4 2025 Feb 09, 2026
ShoreHaven Wealth Partners, LLC History Added to 24,832 1,162 0.42% 0.41% 465 +859 3.58% Q4 2025 Feb 10, 2026
United Asset Strategies, Inc. History Added to 24,591 1,151 0.09% 0.08% 466 +4,236 20.81% Q4 2025 Jan 28, 2026
Selby Wealth Management, LLC History New 24,585 1,150 0.46% — 467 +24,585 New Q4 2025 Feb 13, 2026
Spartan Planning & Wealth Management History Added to 24,561 1,149 0.85% 0.75% 468 +3,970 19.28% Q4 2025 Jan 08, 2026
Balboa Wealth Partners History Reduced 24,505 1,147 0.19% 0.2% 469 -392 -1.57% Q4 2025 Jan 16, 2026
Hassell Wealth Management, LLC History Added to 23,296 1,134 0.38% 0.37% 470 +587 2.58% Q4 2025 Jan 26, 2026
Formidable Asset Management, LLC History Added to 24,194 1,132 0.16% 0.11% 471 +7,802 47.6% Q4 2025 Jan 16, 2026
Diversified Enterprises, LLC History Added to 24,196 1,132 0.07% 0.07% 472 +1,263 5.51% Q4 2025 Jan 28, 2026
Montz Harcus Wealth Management LLC History Added to 23,897 1,118 0.45% 0.47% 473 +999 4.36% Q4 2025 Jan 22, 2026
Rockbridge Investment Management, LCC History Reduced 23,880 1,117 0.1% 0.11% 474 -251 -1.04% Q4 2025 Feb 04, 2026
Range Financial Group LLC History Added to 23,844 1,116 0.39% 0.38% 475 +1,481 6.62% Q4 2025 Jan 15, 2026
Upper Left Wealth Management, LLC History Reduced 23,372 1,094 0.67% 0.69% 476 -135 -0.57% Q4 2025 Jan 22, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 22,975 1,075 0.06% 0.06% 477 +1,256 5.78% Q4 2025 Feb 04, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 22,855 1,069 0.14% 0.08% 478 -6,345 -21.73% Q4 2025 Feb 13, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 22,780 1,066 0.32% 0.34% 479 -24 -0.11% Q4 2025 Jan 23, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 22,557 1,055 0.04% 0.04% 480 0 0.0% Q4 2025 Feb 09, 2026
Alaska Wealth Advisors, LLC History No change 22,547 1,055 0.13% 0.14% 481 0 0.0% Q4 2025 Feb 13, 2026
City State Bank History Added to 22,499 1,053 0.29% 0.29% 482 +1,186 5.56% Q4 2025 Jan 28, 2026
Hurley Capital, LLC History Added to 22,465 1,051 0.59% 0.53% 483 +2,159 10.63% Q4 2025 Feb 17, 2026
Towne Trust Company, N.A History Added to 22,452 1,050 0.33% 0.22% 484 +8,175 57.26% Q4 2025 Jan 26, 2026
Apeiron RIA LLC History Reduced 21,263 1,050 0.21% 0.23% 485 -483 -2.22% Q4 2025 Feb 03, 2026
Battery Global Advisors, LLC History No change 22,356 1,046 0.48% 0.49% 486 0 0.0% Q4 2025 Feb 13, 2026
Plan A Wealth LLC History Reduced 22,301 1,043 0.51% 0.68% 488 -6,437 -22.4% Q4 2025 Feb 06, 2026
Triumph Capital Management History Added to 22,293 1,043 0.23% 0.28% 487 +146 0.66% Q4 2025 Feb 12, 2026
Yukon Wealth Management, Inc. History Added to 21,186 1,040 0.6% 0.23% 489 +6,065 40.11% Q4 2025 Feb 10, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 22,067 1,032 0.32% 0.3% 490 +1,804 8.9% Q4 2025 Feb 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 21,743 1,017 0.02% 0.02% 491 +2,364 12.2% Q4 2025 Jan 23, 2026
Valued Wealth Advisors LLC History Reduced 21,650 1,013 0.45% 0.48% 492 -474 -2.14% Q4 2025 Jan 30, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 21,623 1,012 0.37% 0.46% 493 -3,149 -12.71% Q4 2025 Jan 26, 2026
Vericrest Private Wealth History New 21,550 1,008 0.9% — 494 +21,550 New Q4 2025 Mar 12, 2026
RENAISSANCE TECHNOLOGIES LLC History New 21,400 1,001 0.0% — 495 +21,400 New Q4 2025 Feb 12, 2026
Legacy Edge Advisors, LLC History New 21,322 998 0.11% — 496 +21,322 New Q4 2025 Feb 02, 2026
WealthPoint Financial, LLC History New 21,304 997 0.87% — 497 +21,304 New Q4 2025 Feb 19, 2026
Trinity Wealth Management, LLC History Added to 21,295 996 0.37% 0.34% 498 +1,718 8.78% Q4 2025 Jan 15, 2026
Towerpoint Wealth, LLC History Reduced 21,219 993 0.39% 0.42% 499 -576 -2.64% Q4 2025 Jan 15, 2026
NATIXIS ADVISORS, LLC History Added to 21,165 991 0.0% 0.0% 500 +3,038 16.76% Q4 2025 Feb 10, 2026
Level Wealth Management LLC History Reduced 20,959 981 0.5% 0.64% 501 -5,033 -19.36% Q4 2025 Feb 02, 2026
Portland Financial Advisors Inc History No change 20,880 977 2.08% 2.08% 502 0 0.0% Q4 2025 Feb 06, 2026
AIRE ADVISORS, LLC History Added to 20,805 973 0.18% 0.18% 503 +162 0.78% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Reduced 20,633 966 0.01% 0.01% 504 -270 -1.29% Q4 2025 Feb 02, 2026
Sunburst Financial Group, LLC History Added to 20,446 957 0.19% 0.2% 505 +523 2.63% Q4 2025 Jan 21, 2026
Orin Green Financial, LLC History Reduced 20,358 952 0.38% 0.42% 506 -2,229 -9.87% Q4 2025 Feb 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 20,291 949 0.1% 0.11% 507 +138 0.68% Q4 2025 Jan 20, 2026
Idaho Trust Co History Reduced 20,113 941 0.31% 0.37% 508 -3,329 -14.2% Q4 2025 Feb 05, 2026
Three Cord True Wealth Management, LLC History Reduced 19,916 932 0.54% 0.64% 509 -146 -0.73% Q4 2025 Feb 05, 2026
Northeast Financial Group, Inc. History Reduced 19,761 925 0.21% 0.24% 510 -557 -2.74% Q4 2025 Feb 17, 2026
American Investment Services, Inc. History Reduced 19,683 921 0.21% 0.22% 511 -144 -0.73% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 19,496 912 0.0% 0.0% 512 +1,835 10.39% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 19,465 911 0.07% — 513 +19,465 New Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 18,204 899 0.05% 0.09% 514 -16,518 -47.57% Q4 2025 Feb 04, 2026
Independent Wealth Network Inc. History Added to 19,146 896 0.27% 0.27% 515 +1,452 8.21% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Added to 19,078 893 0.0% 0.0% 516 +2,971 18.45% Q4 2025 Jan 30, 2026
October Effect Ltd History Added to 19,052 891 0.98% 0.88% 517 +1,954 11.43% Q4 2025 Jan 20, 2026
UNIVEST FINANCIAL Corp History Added to 18,897 884 0.05% 0.05% 518 +1,607 9.29% Q4 2025 Feb 04, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 18,682 874 0.05% 0.06% 519 +859 4.82% Q4 2025 Feb 11, 2026
MBA Advisors LLC History Reduced 18,648 872 0.35% 0.85% 520 -23,960 -56.23% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 18,519 866 0.03% 0.05% 521 -8,335 -31.04% Q4 2025 Feb 06, 2026
USAdvisors Wealth Management, LLC History Added to 18,468 864 0.28% 0.29% 522 +317 1.75% Q4 2025 Feb 05, 2026
Hughes Financial Services, LLC History Added to 18,407 861 0.14% 0.14% 523 +44 0.24% Q4 2025 Feb 11, 2026
Redwood Financial Network Corp History Added to 18,346 858 0.55% 0.53% 524 +350 1.94% Q4 2025 Feb 10, 2026
Canal Capital Management, LLC History Added to 18,011 843 0.12% 0.12% 525 +558 3.2% Q4 2025 Jan 06, 2026
PRIVATE TRUST CO NA History Reduced 17,736 830 0.07% 0.08% 526 -734 -3.97% Q4 2025 Jan 26, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 17,718 829 0.18% 0.21% 527 -1,727 -8.88% Q4 2025 Jan 13, 2026
Family Investment Center, Inc. History Reduced 17,508 819 0.17% 0.18% 528 -1,113 -5.98% Q4 2025 Jan 23, 2026
Rooted Wealth Advisors, Inc. History Reduced 16,581 814 0.23% 0.24% 529 -179 -1.07% Q4 2025 Feb 09, 2026
COZAD ASSET MANAGEMENT INC History Reduced 17,360 812 0.06% 0.07% 530 -1,474 -7.83% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Added to 17,361 812 0.01% 0.01% 531 +236 1.38% Q4 2025 Feb 12, 2026
Rede Wealth, LLC History New 17,331 811 0.28% — 532 +17,331 New Q4 2025 Jan 23, 2026
BEACON FINANCIAL GROUP History New 17,291 809 0.08% — 533 +17,291 New Q4 2025 Apr 01, 2026
One Capital Management, LLC History Added to 17,262 808 0.02% 0.02% 534 +3,607 26.42% Q4 2025 Feb 10, 2026
Pacifica Partners Inc. History Added to 16,847 805 0.36% 0.26% 535 +1,120 7.12% Q4 2025 Jan 09, 2026
Apollon Wealth Management, LLC History Added to 17,166 803 0.01% 0.01% 536 +257 1.52% Q4 2025 Jan 22, 2026
Bravias Capital Group, LLC History Added to 16,837 788 0.48% 0.5% 537 +795 4.96% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History Reduced 16,782 785 0.06% 0.07% 538 -744 -4.25% Q4 2025 Feb 17, 2026
Valley Financial Group, Inc. History Reduced 16,764 784 0.44% 0.47% 539 -874 -4.96% Q4 2025 Feb 18, 2026
Curtis Advisory Group, LLC History Added to 16,586 776 0.16% 0.17% 540 +799 5.06% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 15,892 773 0.04% 0.04% 541 +937 6.27% Q4 2025 Feb 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 16,491 771 0.12% 0.17% 542 -4,995 -23.25% Q4 2025 Jan 14, 2026
Inman Jager Wealth Management, LLC History Reduced 16,491 771 0.47% 0.5% 543 -303 -1.8% Q4 2025 Jan 26, 2026
Vantage Financial Partners, LLC History Added to 16,402 767 0.16% 0.15% 544 +752 4.81% Q4 2025 Feb 03, 2026
Coppell Advisory Solutions LLC History Reduced 16,253 761 0.07% 0.13% 545 -9,626 -37.2% Q4 2025 Feb 17, 2026
Broadview Financial Management, LLC History Added to 16,126 754 0.5% 0.5% 546 +192 1.2% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 16,036 750 0.0% 0.0% 547 +5,630 54.1% Q4 2025 Feb 13, 2026
Argent Trust Co History Reduced 16,009 749 0.03% 0.03% 548 -852 -5.05% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Added to 16,012 749 0.01% 0.01% 549 +1 0.01% Q4 2025 Feb 03, 2026
MB Generational Wealth, LLC History Reduced 15,863 742 0.39% 0.48% 550 -255 -1.58% Q4 2025 Feb 10, 2026
HighMark Wealth Management LLC History Added to 15,779 738 0.3% 0.32% 551 +79 0.5% Q4 2025 Feb 05, 2026
DV Trading LLC History New 15,506 735 0.02% — 552 +15,506 New Q4 2025 Feb 17, 2026
Breachway Investments LLC History New 15,599 730 0.77% — 553 +15,599 New Q4 2025 Jan 27, 2026
Jefferson Bridge Capital, LLC History New 15,592 729 0.73% — 555 +15,592 New Q4 2025 Jan 21, 2026
BlackDiamond Wealth Management, LLC History Added to 14,498 729 0.36% 0.28% 554 +3,680 34.02% Q4 2025 Feb 10, 2026
Net Worth Advisory Group History Added to 15,474 724 0.15% 0.2% 556 +580 3.89% Q4 2025 Jan 14, 2026
National Wealth Management Group, LLC History Added to 15,397 720 0.25% 0.23% 557 +2,118 15.95% Q4 2025 Jan 12, 2026
Morling Financial Advisors, LLC History Reduced 15,378 719 0.23% 0.25% 558 -477 -3.01% Q4 2025 Feb 06, 2026
Capital Developers, LLC History New 15,285 715 0.64% — 559 +15,285 New Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Added to 15,273 714 0.01% 0.01% 560 +7,575 98.4% Q4 2025 Feb 03, 2026
Ausdal Financial Partners, Inc. History Added to 15,194 711 0.03% 0.03% 561 +1,766 13.15% Q4 2025 Feb 13, 2026
Gilbert & Cook, Inc. History Reduced 15,103 706 0.09% 0.09% 562 -254 -1.65% Q4 2025 Jan 07, 2026
Professional Financial Advisors, LLC History Added to 15,029 703 0.14% 0.15% 563 +121 0.81% Q4 2025 Jan 15, 2026
Rehmann Capital Advisory Group History Added to 14,966 700 0.04% 0.04% 564 +226 1.53% Q4 2025 Mar 04, 2026
ATX Financial Planning, LLC History New 14,781 691 0.53% — 565 +14,781 New Q4 2025 Feb 19, 2026
Coign Capital Advisors LLC History Reduced 14,754 690 0.36% 0.41% 566 -1,083 -6.84% Q4 2025 Jan 20, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 14,682 687 0.34% 0.36% 567 -196 -1.32% Q4 2025 Jan 14, 2026
Sigma Planning Corp History Added to 14,669 686 0.02% 0.02% 568 +2,724 22.8% Q4 2025 Jan 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 14,608 683 0.18% 0.27% 569 +773 5.59% Q4 2025 Feb 09, 2026
Sound Financial Strategies Group, LLC History Reduced 14,536 680 0.48% 0.5% 570 -126 -0.86% Q4 2025 Feb 03, 2026
United Advisor Group, LLC History Added to 14,425 675 0.08% 0.07% 571 +3,926 37.39% Q4 2025 Jan 26, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 14,404 674 0.25% 0.27% 572 +826 6.08% Q4 2025 Feb 12, 2026
Black Diamond Financial, LLC History No change 14,363 672 0.07% 0.08% 573 0 0.0% Q4 2025 Feb 03, 2026
Autumn Glory Partners, LLC History No change 14,255 667 0.23% 0.27% 574 0 0.0% Q4 2025 Jan 27, 2026
Private Wealth Group, LLC History Added to 14,183 663 0.32% 0.32% 575 +311 2.24% Q4 2025 Jan 12, 2026
Cresset Asset Management, LLC History Reduced 14,131 661 0.0% 0.0% 576 -46 -0.32% Q4 2025 Feb 17, 2026
Tennessee Valley Asset Management Partners History Added to 14,102 660 0.09% 0.08% 577 +1,439 11.36% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History Reduced 14,089 659 0.02% 0.03% 578 -792 -5.32% Q4 2025 Jan 13, 2026
XY Planning Network, Inc. History Added to 14,031 656 0.11% 0.19% 579 +1,120 8.67% Q4 2025 Jan 26, 2026
Orcam Financial Group History Added to 13,796 645 0.48% 0.52% 580 +73 0.53% Q4 2025 Feb 06, 2026
Greystone Financial Group, LLC History Added to 13,691 640 0.1% 0.1% 581 +237 1.76% Q4 2025 Jan 27, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 13,589 636 0.04% 0.04% 582 +9 0.07% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 13,493 631 0.02% 0.02% 583 +1,188 9.65% Q4 2025 Jan 21, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 13,379 626 0.32% 0.36% 584 -354 -2.58% Q4 2025 Feb 10, 2026
Carnegie Investment Counsel History Added to 13,360 625 0.01% 0.01% 585 +289 2.21% Q4 2025 Jan 23, 2026
Y-Intercept (Hong Kong) Ltd History No change 13,187 617 0.01% 0.01% 586 0 0.0% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 13,102 613 0.0% 0.0% 587 +459 3.63% Q4 2025 Feb 12, 2026
Symphony Financial, Ltd. Co. History Added to 13,064 611 0.08% 0.05% 588 +3,782 40.75% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 13,031 609 0.0% — 589 +13,031 New Q4 2025 Feb 13, 2026
Stanich Group LLC History Added to 12,785 598 0.45% 0.36% 590 +179 1.42% Q4 2025 Jan 23, 2026
K2 Financial Inc. History Added to 12,414 596 0.46% 0.43% 591 +868 7.52% Q4 2025 Jan 22, 2026
SUMMITRY LLC History New 12,671 593 0.02% — 592 +12,671 New Q4 2025 Feb 09, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 12,485 584 0.04% 0.04% 593 0 0.0% Q4 2025 Jan 23, 2026
Post Resch Tallon Group Inc. History Added to 12,434 582 0.49% 0.51% 594 +3 0.02% Q4 2025 Jan 09, 2026
Pinnacle Financial Partners, Inc. History New 12,248 573 0.0% — 597 +12,248 New Q4 2025 Feb 18, 2026
Hilltop Partners LLC History Reduced 12,252 573 0.15% 0.18% 596 -808 -6.19% Q4 2025 Feb 10, 2026
Gilman Hill Asset Management, LLC History No change 12,250 573 0.09% 0.09% 595 0 0.0% Q4 2025 Jan 12, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 12,211 571 0.1% 0.11% 598 -1,548 -11.25% Q4 2025 Jan 27, 2026
Lunt Capital Management, Inc. History New 12,149 568 0.21% — 599 +12,149 New Q4 2025 Jan 23, 2026
River Street Advisors LLC History Added to 12,122 567 0.21% 0.22% 600 +209 1.75% Q4 2025 Jan 26, 2026
DRAVO BAY LLC History Added to 12,103 566 0.24% 0.22% 601 +1,677 16.08% Q4 2025 Jan 27, 2026
Zhang Financial LLC History Reduced 11,872 555 0.02% 0.02% 602 -969 -7.55% Q4 2025 Feb 10, 2026
Foundation Wealth Management, LLC\PA History Reduced 11,824 553 0.2% 0.22% 603 -342 -2.81% Q4 2025 Jan 15, 2026
Advance Capital Management, Inc. History Reduced 11,797 552 0.02% 0.03% 604 -2,012 -14.57% Q4 2025 Jan 06, 2026
Hill Investment Group Partners, LLC History Reduced 11,754 550 0.07% 0.07% 606 -248 -2.07% Q4 2025 Feb 17, 2026
Resurgent Financial Advisors LLC History Added to 11,763 550 0.28% 0.27% 605 +157 1.35% Q4 2025 Feb 12, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 11,720 548 0.37% 0.4% 607 +298 2.61% Q4 2025 Feb 05, 2026
Sound Income Strategies, LLC History Added to 11,193 544 0.03% 0.0% 608 +10,957 4642.8% Q4 2025 Jan 21, 2026
WARNER FINANCIAL, INC History No change 11,544 540 0.19% 0.2% 609 0 0.0% Q4 2025 Jan 21, 2026
Life Planning Partners, Inc History No change 11,466 536 0.41% 0.39% 610 0 0.0% Q4 2025 Jan 16, 2026
STEVENS CAPITAL PARTNERS History Added to 11,376 532 0.14% 0.15% 611 +838 7.95% Q4 2025 Jan 27, 2026
Convergence Financial, LLC History Reduced 11,375 532 0.08% 0.08% 612 -142 -1.23% Q4 2025 Feb 11, 2026
Stonebridge Financial Group, LLC History Reduced 11,355 531 0.05% 0.05% 613 -907 -7.4% Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 11,342 530 0.0% 0.0% 614 +366 3.33% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 11,221 525 0.02% 0.0% 615 +9,940 775.96% Q4 2025 Feb 04, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 11,168 522 0.1% 0.11% 616 -508 -4.35% Q4 2025 Jan 27, 2026
TKG Advisors, LLC History Reduced 11,126 520 0.21% 0.23% 617 -214 -1.89% Q4 2025 Jan 29, 2026
Dynamic Financial Group History Added to 11,102 519 0.44% 0.37% 618 +1,883 20.43% Q4 2025 Jan 26, 2026
Modern Wealth Management, LLC History Reduced 10,901 510 0.01% 0.01% 619 -6 -0.06% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History No change 10,780 507 0.03% 0.03% 620 0 0.0% Q4 2025 Jan 23, 2026
PFG Advisors History Reduced 10,802 505 0.02% 0.07% 621 -24,143 -69.09% Q4 2025 Jan 27, 2026
OneDigital Investment Advisors LLC History Added to 10,770 504 0.0% 0.0% 622 +615 6.06% Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History Added to 10,715 501 0.05% 0.04% 623 +2,394 28.77% Q4 2025 Feb 13, 2026
Carroll Advisory Group, LLC History New 10,630 497 0.22% — 624 +10,630 New Q4 2025 Feb 09, 2026
Destination Wealth Management History Reduced 10,583 495 0.01% 0.01% 625 -328 -3.01% Q4 2025 Feb 13, 2026
Quantitative Investment Management, LLC History New 10,566 494 0.05% — 626 +10,566 New Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History No change 10,566 494 0.01% 0.01% 627 0 0.0% Q4 2025 Feb 17, 2026
4WEALTH ADVISORS, INC. History Added to 10,459 489 0.42% 0.42% 628 +370 3.67% Q4 2025 Jan 21, 2026
Cooksen Wealth, LLC History Reduced 10,408 487 0.36% 0.37% 629 -119 -1.13% Q4 2025 Jan 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 10,364 485 0.03% 0.02% 630 +3,045 41.6% Q4 2025 Jan 26, 2026
MATHER GROUP, LLC. History Reduced 10,267 480 0.0% 0.0% 631 -152 -1.46% Q4 2025 Jan 13, 2026
Jacobs Equity LLC History New 10,236 479 0.46% — 632 +10,236 New Q4 2025 Feb 19, 2026
Strategies Wealth Advisors, LLC History Reduced 10,140 474 0.05% 0.06% 633 -1,918 -15.91% Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History No change 10,076 471 0.03% 0.03% 634 0 0.0% Q4 2025 Feb 05, 2026
ACT Advisors, LLC. History Reduced 10,058 470 0.19% 0.2% 635 -306 -2.95% Q4 2025 Jan 14, 2026
Urban Financial Advisory Corp History Added to 9,962 466 0.18% 0.21% 636 +239 2.46% Q4 2025 Feb 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 9,900 463 0.03% 0.03% 637 0 0.0% Q4 2025 Feb 17, 2026
Aegis Wealth Management, Inc. History New 9,830 460 0.36% — 638 +9,830 New Q4 2025 Feb 05, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 9,789 458 0.38% — 640 +9,789 New Q4 2025 Feb 13, 2026
Claro Advisors Inc. History Added to 9,794 458 0.06% 0.07% 639 +155 1.61% Q4 2025 Feb 17, 2026
Keener Financial Planning LLC History Reduced 9,763 457 0.2% 0.24% 641 -1,192 -10.88% Q4 2025 Jan 23, 2026
BAHL & GAYNOR INC History No change 9,760 456 0.0% 0.0% 642 0 0.0% Q4 2025 Feb 12, 2026
Vantus Wealth LLC History New 9,640 451 0.33% — 644 +9,640 New Q4 2025 Feb 10, 2026
TSA Wealth Managment LLC History Reduced 9,648 451 0.15% 0.15% 643 -1 -0.01% Q4 2025 Jan 22, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 9,579 448 0.11% 0.09% 646 +868 9.96% Q4 2025 Jan 08, 2026
SkyOak Wealth, LLC History Added to 9,579 448 0.08% 0.08% 645 +1 0.01% Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Added to 9,507 445 0.0% 0.0% 647 +449 4.96% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 9,494 444 0.01% 0.01% 648 -1,557 -14.09% Q4 2025 Jan 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 9,452 442 0.37% 0.18% 649 +5,766 156.43% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Reduced 8,963 438 0.04% 0.04% 650 -1,220 -11.98% Q4 2025 Jan 20, 2026
TSG Advice Partners, LLC History New 9,347 437 0.07% — 651 +9,347 New Q4 2025 Feb 17, 2026
REGIMEN WEALTH, LLC History Added to 9,280 434 0.13% 0.12% 652 +931 11.15% Q4 2025 Feb 09, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 9,179 429 0.02% 0.02% 653 -663 -6.74% Q4 2025 Feb 13, 2026
Forbes Financial Planning, Inc. History Reduced 9,132 427 0.25% 1.41% 654 -36,490 -79.98% Q4 2025 Jan 26, 2026
Waterloo Capital, L.P. History Reduced 9,061 424 0.03% 0.03% 655 -139 -1.51% Q4 2025 Feb 10, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 9,030 422 0.08% 0.07% 656 +382 4.42% Q4 2025 Jan 16, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 8,986 420 0.01% 0.01% 657 +1,378 18.11% Q4 2025 Feb 13, 2026
TFB Advisors LLC History Added to 8,987 420 0.12% 0.11% 658 +702 8.47% Q4 2025 Feb 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 8,958 419 0.03% 0.02% 659 +1,260 16.37% Q4 2025 Feb 17, 2026
RCW Management, LLC History New 8,883 415 0.42% — 662 +8,883 New Q4 2025 Jan 30, 2026
First Heartland Consultants, Inc. History Added to 8,868 415 0.03% 0.03% 660 +272 3.16% Q4 2025 Jan 09, 2026
ORG Wealth Partners, LLC History Reduced 8,870 415 0.1% 0.09% 661 -116 -1.29% Q4 2025 Jan 14, 2026
Spinnaker Investment Group, LLC History Added to 8,846 414 0.08% 0.07% 663 +469 5.6% Q4 2025 Jan 12, 2026
KM Capital Management Ltd. History Added to 8,828 413 0.21% 0.14% 664 +2,216 33.51% Q4 2025 Feb 17, 2026
Pinnacle Family Advisors, LLC History Reduced 8,802 412 0.18% 1.88% 665 -83,393 -90.45% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 8,722 408 0.02% 0.02% 666 +276 3.27% Q4 2025 Feb 04, 2026
Manhattan West Asset Management, LLC History Reduced 8,668 405 0.08% 0.09% 667 -29 -0.33% Q4 2025 Feb 02, 2026
Insight Advisors, LLC/ PA History Reduced 8,645 404 0.06% 0.06% 668 -86 -0.98% Q4 2025 Feb 11, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 8,622 403 0.04% 0.05% 669 -197 -2.23% Q4 2025 Feb 03, 2026
Csenge Advisory Group History Added to 8,595 402 0.02% 0.01% 670 +2,020 30.72% Q4 2025 Feb 06, 2026
FSA Advisors, Inc. History Added to 13,097 401 0.28% 0.28% 671 +5,529 73.06% Q4 2025 Feb 02, 2026
Richard W. Paul & Associates, LLC History Reduced 8,468 396 0.13% 0.16% 672 -1,294 -13.26% Q4 2025 Feb 12, 2026
Kelly Financial Services LLC History Reduced 8,433 394 0.1% 0.11% 673 -633 -6.98% Q4 2025 Jan 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 8,410 393 0.01% 0.0% 674 +6,763 410.63% Q4 2025 Feb 13, 2026
Owen LaRue, LLC History New 8,393 392 0.15% — 675 +8,393 New Q4 2025 Feb 05, 2026
FSM Wealth Advisors, LLC History Reduced 8,368 391 0.05% 0.06% 677 -190 -2.22% Q4 2025 Jan 23, 2026
Landmark Wealth Management, LLC History Reduced 8,364 391 0.15% 0.16% 676 -164 -1.92% Q4 2025 Feb 05, 2026
Clarity Capital Advisors, LLC History Added to 8,373 391 0.2% 0.21% 678 +137 1.66% Q4 2025 Feb 11, 2026
Curi Capital, LLC History Added to 8,304 388 0.01% 0.01% 679 +2,106 33.98% Q4 2025 Feb 17, 2026
Gambit Capital Management, LLC History New 8,219 384 0.27% — 680 +8,219 New Q4 2025 Feb 06, 2026
Cyndeo Wealth Partners, LLC History No change 8,195 383 0.02% 0.02% 681 0 0.0% Q4 2025 Jan 07, 2026
Davis Wealth Advisors, LLC History New 8,162 382 0.32% — 684 +8,162 New Q4 2025 Feb 17, 2026
Balentine LLC History Reduced 8,167 382 0.01% 0.02% 683 -1,083 -11.71% Q4 2025 Feb 02, 2026
Redmond Asset Management, LLC History Reduced 8,176 382 0.1% 0.09% 682 -65 -0.79% Q4 2025 Feb 09, 2026
Capital Group Private Client Services, Inc. History Reduced 8,154 381 0.01% 0.01% 685 -150 -1.81% Q4 2025 Feb 11, 2026
Firestone Capital Management History No change 8,003 374 0.08% 0.08% 686 0 0.0% Q4 2025 Feb 09, 2026
Weitzel Financial Services, Inc. History Added to 7,809 373 0.14% 0.11% 687 +2,195 39.1% Q4 2025 Feb 03, 2026
Traction Financial Partners, LLC History Added to 7,971 373 0.22% 0.21% 688 +598 8.11% Q4 2025 Jan 29, 2026
Sterling Wealth Management, Inc. History Added to 7,970 373 0.11% 0.11% 689 +238 3.08% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Reduced 7,932 371 0.08% 0.09% 690 -102 -1.27% Q4 2025 Jan 23, 2026
Arkadios Wealth Advisors History Reduced 7,923 370 0.01% 0.01% 691 -331 -4.01% Q4 2025 Feb 13, 2026
Lantz Financial LLC History Added to 7,891 369 0.08% 0.08% 692 +252 3.3% Q4 2025 Jan 14, 2026
NORTHERN TRUST CORP History Reduced 7,881 368 0.0% 0.0% 693 -214 -2.64% Q4 2025 Feb 17, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 7,878 368 0.12% 0.12% 694 -20 -0.25% Q4 2025 Jan 12, 2026
Legacy Wealth Advisors, LLC History New 7,840 366 0.24% — 695 +7,840 New Q4 2025 Feb 17, 2026
Clear Retirement Advice LLC History New 7,457 366 0.28% — 696 +7,457 New Q4 2025 Feb 24, 2026
Virtue Capital Management, LLC History Added to 7,648 365 0.06% 0.08% 697 +6,914 941.96% Q4 2025 Feb 18, 2026
Oldfather Financial Services, LLC History Added to 7,751 362 0.11% 0.07% 698 +2,994 62.94% Q4 2025 Jan 16, 2026
Strategic Investment Advisors / MI History Added to 7,699 360 0.03% 0.03% 699 +5,692 283.61% Q4 2025 Feb 17, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 7,583 354 0.12% 0.15% 700 -799 -9.53% Q4 2025 Jan 08, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 7,536 352 0.16% 0.14% 702 +1,579 26.51% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 7,532 352 0.01% 0.01% 701 -1,059 -12.33% Q4 2025 Jan 16, 2026
Destiny Capital Corp/CO History No change 7,445 348 0.18% 0.19% 703 0 0.0% Q4 2025 Jan 23, 2026
Financial Plan, Inc. History New 7,399 346 0.04% — 705 +7,399 New Q4 2025 Jan 28, 2026
Wescott Financial Advisory Group, LLC History New 7,397 346 0.03% — 704 +7,397 New Q4 2025 Feb 12, 2026
Secure Asset Management, LLC History Reduced 7,353 344 0.05% 0.06% 706 -647 -8.09% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 7,100 343 0.01% 0.01% 707 0 0.0% Q4 2025 Jan 26, 2026
Wilkerson Advisory Group LLC History New 7,265 340 0.12% — 708 +7,265 New Q4 2025 Feb 13, 2026
Wealth Advisors Northwest LLC History Reduced 7,236 338 0.15% 0.17% 709 -149 -2.02% Q4 2025 Jan 16, 2026
Focus Financial Network, Inc. History Reduced 6,942 324 0.01% 0.01% 710 -215 -3.0% Q4 2025 Jan 12, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 6,877 321 0.14% 0.1% 713 +2,097 43.87% Q4 2025 Feb 18, 2026
Accurate Wealth Management, LLC History Reduced 6,669 321 0.04% 0.04% 711 -2 -0.03% Q4 2025 Jan 14, 2026
FreeGulliver LLC History No change 6,870 321 0.12% 0.14% 712 0 0.0% Q4 2025 Feb 12, 2026
Fortis Capital Advisors, LLC History No change 6,753 316 0.05% 0.05% 714 0 0.0% Q4 2025 Jan 27, 2026
GERMAN AMERICAN BANCORP, INC. History No change 6,711 314 0.03% 0.03% 715 0 0.0% Q4 2025 Feb 17, 2026
True Vision MN LLC History Added to 6,697 313 0.16% 0.15% 717 +709 11.84% Q4 2025 Jan 14, 2026
Financial Guidance Group, Inc. History No change 6,688 313 0.13% 0.14% 716 0 0.0% Q4 2025 Jan 26, 2026
E6 Portfolios, LLC History New 6,655 311 0.36% — 718 +6,655 New Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 6,620 309 0.24% — 720 +6,620 New Q4 2025 Feb 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 6,618 309 0.05% 0.06% 719 -363 -5.2% Q4 2025 Feb 11, 2026
Donalies Financial Planning, LLC History New 6,571 307 0.26% — 721 +6,571 New Q4 2025 Feb 17, 2026
Synergy Asset Management, LLC History Reduced 6,415 300 0.03% 0.04% 723 -16,357 -71.83% Q4 2025 Jan 13, 2026
Graetz Wealth LLC History New 6,430 300 0.27% — 725 +6,430 New Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 6,220 300 0.0% 0.0% 722 -616 -9.01% Q4 2025 Jan 26, 2026
APS Management Group, Inc. History Reduced 6,419 300 0.26% 0.28% 724 -421 -6.15% Q4 2025 Jan 28, 2026
KPP Advisory Services LLC History Added to 6,363 297 0.04% 0.04% 726 +264 4.33% Q4 2025 Feb 02, 2026
High Net Worth Advisory Group LLC History Reduced 6,331 296 0.07% 0.07% 727 -193 -2.96% Q4 2025 Jan 23, 2026
VESTIA PERSONAL WEALTH ADVISORS History Reduced 6,062 295 0.15% 0.19% 728 -836 -12.12% Q4 2025 Jan 27, 2026
SAX WEALTH ADVISORS, LLC History Reduced 6,239 292 0.01% 0.02% 730 -349 -5.3% Q4 2025 Jan 12, 2026
Triad Wealth Partners, LLC History Reduced 6,240 292 0.03% 0.04% 731 -61 -0.97% Q4 2025 Jan 22, 2026
Fragasso Financial Advisors Inc History Added to 6,253 292 0.02% 0.02% 729 +28 0.45% Q4 2025 Jan 07, 2026
StoneX Group Inc. History Reduced 6,220 291 0.01% 0.01% 732 -471 -7.04% Q4 2025 Feb 12, 2026
Astoria Strategic Wealth, Inc. History Reduced 6,208 290 0.07% 0.07% 733 -62 -0.99% Q4 2025 Feb 05, 2026
True North Advisors, LLC History Reduced 6,112 286 0.04% 0.05% 734 -535 -8.05% Q4 2025 Jan 22, 2026
GWN SECURITIES INC. History New 6,069 284 0.06% — 735 +6,069 New Q4 2025 Feb 11, 2026
Kelman-Lazarov, Inc. History New 6,069 284 0.04% — 736 +6,069 New Q4 2025 Jan 26, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 6,068 284 0.04% 0.04% 737 0 0.0% Q4 2025 Jan 23, 2026
Aspect Partners, LLC History No change 6,074 284 0.12% 0.13% 738 0 0.0% Q4 2025 Jan 23, 2026
Thrive Wealth Management, LLC History No change 6,045 282 0.04% 0.04% 739 0 0.0% Q4 2025 Jan 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 5,967 279 0.22% — 740 +5,967 New Q4 2025 Mar 05, 2026
Narus Financial Partners, LLC History Added to 5,818 272 0.07% 0.07% 741 +60 1.04% Q4 2025 Feb 09, 2026
Brooklyn Investment Group History New 5,744 268 0.01% — 742 +5,744 New Q4 2025 Feb 12, 2026
XTX Topco Ltd History Added to 5,731 268 0.01% 0.01% 743 +654 12.88% Q4 2025 Feb 17, 2026
Castleview Partners, LLC History Added to 5,693 266 0.13% 0.13% 744 +489 9.4% Q4 2025 Jan 12, 2026
RCS Financial Planning, LLC History Reduced 5,563 260 0.11% 0.12% 745 -274 -4.69% Q4 2025 Jan 15, 2026
Barnes Wealth Management Group, Inc History Reduced 5,573 260 0.14% 0.15% 746 -212 -3.66% Q4 2025 Feb 24, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History New 5,536 259 0.03% — 747 +5,536 New Q4 2025 Jan 27, 2026
Cogent Private Wealth, Inc. History New 5,511 257 0.2% — 748 +5,511 New Q4 2025 Feb 10, 2026
Kesler, Norman & Wride, LLC History New 5,483 256 0.04% — 750 +5,483 New Q4 2025 Feb 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 5,475 256 0.01% 0.01% 749 +173 3.26% Q4 2025 Jan 27, 2026
Security Financial Services, INC. History Added to 5,484 256 0.04% 0.04% 751 +47 0.86% Q4 2025 Jan 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 5,464 255 0.0% 0.0% 752 -4,254 -43.77% Q4 2025 Feb 10, 2026
Westfuller Advisors, LLC History Added to 5,417 253 0.1% 0.07% 754 +2,128 64.7% Q4 2025 Jan 21, 2026
Capital CS Group, LLC History Reduced 5,423 253 0.39% 0.44% 753 -574 -9.57% Q4 2025 Jan 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 5,391 252 0.01% 0.01% 755 -131 -2.37% Q4 2025 Feb 09, 2026
Tilson Financial Group, Inc. History Added to 5,395 252 0.08% 0.08% 756 +88 1.66% Q4 2025 Feb 05, 2026
J2 Capital Management Inc History Reduced 5,381 251 0.18% 0.2% 757 -319 -5.6% Q4 2025 Jan 20, 2026
Austin Wealth Management, LLC History New 5,165 248 0.04% — 759 +5,165 New Q4 2025 Jan 26, 2026
FC Advisory LLC History Reduced 5,302 248 0.07% 0.07% 758 -9 -0.17% Q4 2025 Jan 13, 2026
Wealthfront Advisers LLC History New 5,235 245 0.0% — 760 +5,235 New Q4 2025 Jan 30, 2026
Vawter Financial, Ltd. History No change 5,254 245 0.1% 0.11% 761 0 0.0% Q4 2025 Feb 02, 2026
ORG Partners LLC History Reduced 5,208 243 0.04% 0.05% 763 -225 -4.14% Q4 2025 Jan 14, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 5,195 243 0.04% 0.04% 762 0 0.0% Q4 2025 Feb 10, 2026
Laird Norton Wetherby Trust Company, LLC History New 5,176 242 0.01% — 764 +5,176 New Q4 2025 Feb 17, 2026
BlueChip Wealth Advisors LLC History New 5,173 242 0.1% — 765 +5,173 New Q4 2025 Feb 05, 2026
Breakwater Investment Management History Added to 5,165 241 0.09% 0.08% 766 +282 5.78% Q4 2025 Feb 02, 2026
Kraft, Davis & Associates, LLC History Added to 4,934 240 0.05% 0.05% 768 +213 4.51% Q4 2025 Jan 14, 2026
IFG Advisors, LLC History Added to 5,142 240 0.04% 0.04% 767 +57 1.12% Q4 2025 Jan 13, 2026
Powers Advisory Group, LLC History New 5,093 238 0.09% — 770 +5,093 New Q4 2025 Jan 22, 2026
Private Wealth Asset Management, LLC History No change 5,100 238 0.03% 0.03% 769 0 0.0% Q4 2025 Feb 10, 2026
Pacific Excel Wealth Advisors, Inc. History New 5,012 237 0.45% — 771 +5,012 New Q4 2025 Feb 18, 2026
Western Reserve Capital Management, LLC History New 5,056 236 0.22% — 773 +5,056 New Q4 2025 Feb 10, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 5,051 236 0.1% 0.09% 772 +200 4.12% Q4 2025 Feb 11, 2026
Ariadne Wealth Management, LP History No change 4,653 233 0.1% 0.1% 774 0 0.0% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 4,970 232 0.0% — 775 +4,970 New Q4 2025 Feb 12, 2026
Fifth Third Wealth Advisors LLC History Added to 4,973 232 0.01% 0.01% 776 +60 1.22% Q4 2025 Jan 15, 2026
Van Diest Capital, LLC History New 4,955 231 0.34% — 780 +4,955 New Q4 2025 Feb 19, 2026
D.A. DAVIDSON & CO. History New 4,941 231 0.0% — 777 +4,941 New Q4 2025 Jan 29, 2026
JGP Wealth Management, LLC History No change 4,940 231 0.02% 0.03% 778 0 0.0% Q4 2025 Jan 12, 2026
VANCE WEALTH, LLC History No change 4,954 231 0.07% 0.07% 779 0 0.0% Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Added to 4,780 229 0.31% 0.16% 783 +2,390 100.0% Q4 2025 Feb 10, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 4,910 229 0.04% 0.04% 781 +28 0.57% Q4 2025 Feb 03, 2026
Founders Financial Alliance, LLC History Added to 4,904 229 0.04% 0.04% 782 +4 0.08% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 4,885 228 0.0% 0.0% 784 -265 -5.15% Q4 2025 Jan 30, 2026
Hobbs Group Advisors, LLC History No change 4,880 228 0.07% 0.07% 785 0 0.0% Q4 2025 Jan 28, 2026
Apollon Financial, LLC History Added to 4,870 227 0.03% 0.04% 786 +1 0.02% Q4 2025 Jan 22, 2026
Lutz Financial Services LLC History New 4,828 225 0.02% — 787 +4,828 New Q4 2025 Feb 06, 2026
MSH Capital Advisors LLC History New 4,775 223 0.05% — 789 +4,775 New Q4 2025 Feb 09, 2026
Abound Wealth Management History Added to 4,765 223 0.05% 0.06% 788 +37 0.78% Q4 2025 Jan 12, 2026
Generation Capital Management LLC History New 4,750 222 0.14% — 791 +4,750 New Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 4,743 222 0.01% 0.01% 790 +50 1.07% Q4 2025 Jan 23, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,732 221 0.03% 0.03% 792 0 0.0% Q4 2025 Jan 20, 2026
Concurrent Investment Advisors, LLC History New 4,684 219 0.0% — 793 +4,684 New Q4 2025 Jan 29, 2026
Fisher Asset Management, LLC History New 4,566 213 0.0% — 794 +4,566 New Q4 2025 Feb 09, 2026
TWO SIGMA SECURITIES, LLC History New 4,534 212 0.03% — 796 +4,534 New Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Reduced 4,539 212 0.01% 0.01% 797 -155 -3.3% Q4 2025 Feb 04, 2026
BURNEY CO/ History No change 4,531 212 0.01% 0.01% 795 0 0.0% Q4 2025 Jan 23, 2026
Trust Co History New 4,519 211 0.02% — 798 +4,519 New Q4 2025 Jan 15, 2026
Mascagni Wealth Management, Inc. History Added to 4,499 210 0.16% 0.15% 799 +207 4.82% Q4 2025 Feb 11, 2026
FELL CAPITAL MANAGEMENT /ADV History New 4,435 207 0.2% — 800 +4,435 New Q4 2025 Mar 27, 2026